Companhia De Saneamento Basico Do Estado De Sao Paulo (BUE:SBS)
ARS 54,000 +1,100 (+2.08%) Market Cap: 18.16 Tn Enterprise Value: 22.66 Tn PE Ratio: 8.38 PB Ratio: 2.17 GF Score: 83/100
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Q4 2024 Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP Earnings Call (English, Portuguese) Transcript

Mar 25, 2025 / 04:00 PM GMT
Release Date Price: ARS46350 (+2.94%)

Key Points

Positve
  • Companhia De Saneamento Basico Do Estado De Sao Paulo (SBS) achieved a significant increase in net profit by 172%, amounting to 9.5 billion.
  • The company reported a strong financial position with a net debt to EBITDA ratio of 1.8% and an interest coverage ratio of 5.1%.
  • Operational cash flow increased by 53% compared to the previous year, reaching 7.4 billion.
  • The company successfully contracted approximately 15 billion in CapEx by year-end, more than doubling its pool of qualified suppliers.
  • SBS has made significant progress in regulatory steps, including the termination of legacy discount contracts, which could recover approximately 480 million in revenue annually.
Negative
  • The introduction of Fauspi in July had a negative 2% impact on revenue.
  • There are ongoing legal challenges from a small number of clients regarding the termination of legacy discount contracts.
  • The company faces challenges in executing its CapEx program, with a focus now shifting fully to execution.
  • There is uncertainty regarding the timing of benefits from lower discounts to large clients, expected to be more material in the second quarter of 2025.
  • The company is still in the early stages of its transformation post-privatization, which may lead to non-recurrent events and challenges in the short term.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SBSP3.SA - Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP
Q4 2024 Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP Earnings Call (English, Portuguese)
Mar 25, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Saba the 4th quarter of 2024 earnings presentation. With us here today are Carlos Peni, CEO Daniel Slack, CFO, and Tiago Levi, Investor relations.

Before we begin, we clarify that the statements made during this presentation will not include projections or estimates of future events.

However, they may contain forward-looking statements indicating potential trends related to Sabes based on the reasonable expectations, beliefs, and assumptions of Sabesp's management as of today.

These statements involve risks and uncertainties and are based on assumptions and factors such as
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