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Pampa Energía announces six-month period and second quarter 2026 results

2026-08-04 17:08 ET - News Release

Pampa Energía announces six-month period and second quarter 2026 results

PR Newswire

BUENOS AIRES, Argentina, Aug. 4, 2026 /PRNewswire/ -- Pampa Energía S.A. (NYSE: PAM; Buenos Aires Stock Exchange: PAMP), an independent energy company with active participation in Argentine oil, gas and electricity, announces the results for the semester and quarter ended on June 30, 2026.

Pampa reports its financial information in US$, its functional currency. For local currency equivalents, transactional exchange rate ('FX') is applied. However, Transener and Transportadora de Gas del Sur's ('TGS') figures are adjusted for inflation as of June 30, 2026, and converted to US$ using the period-end FX. Previously reported figures remained unchanged.

Second quarter 2026 ('Q2 26') main results1

Sales reached US$746 million in Q2 262, up 53% year-on-year, driven by the Wholesale Electricity Market's ('WEM') new deregulation framework, which supported higher spot energy prices and B2B PPA ('Business to Business') ('Power Purchase Agreements') sales, in addition to higher crude oil output and increased gas sales to power generation, and stronger Reformer prices. Lower Plan Gas and petrochemical volumes offset these effects

The Q2 26 reflected the continued ramp-up at Rincón de Aranda, alongside strong power generation performance, boosted by higher seasonal spot prices and the vertical integration with gas upstream.


 
 Pampa's main operational KPIs                       Q2 26          Q2 25 Variation


    Oil and
     gas                            Production (kboe/day)              107.5       84.1  +28 %


                                               Gas production (kboepd)  84.1       76.1  +10 %


                                               Crude oil production
                                                (kbpd)                  23.4        8.0 +194 %


                                    Average gas price
                                     (US$/MBTU)                          4.6        4.0  +15 %


                                    Average oil price
                                     (US$/bbl)*                         58.8       61.6   -4 %




    Power                         
 Generation (GWh)                   5,363      4,704  +14 %


                                    Gross margin (US$/MWh)              33.6       25.8  +30 %




    Petrochemicals                  Volume sold (k ton)                   95        125  -24 %


                                    Average price (US$/ton)            1,459        978  +49 %


 
 Note: * Price net of export duty and quality/logistic discounts.

Adjusted EBITDA3 totaled US$415 million, a 75% year-on-year increase, explained by higher contribution from RDA ('Rincón de Aranda'), greater power and gas vertical integration and increased spot and B2B margins in power generation, partially offset by lower realized crude oil prices due to hedging.

Net income attributable to shareholders was US$172 million, 4.3x Q2 25, driven by stronger operating margins and lower income tax, partially offset by lower gains from financial instruments.

Net debt stood at US$1.3 billion as of June 2026, vs. US$801 million as of December 2025, reflecting higher capital expenditures on RDA and increased collateral requirements due to oil hedging.


 
            Consolidated balance sheet



 
            
              (As of June 30, 2026 and December 31, 2025, in US$ million)





 In US$ million                                                                               As of      As of
                                                                                          06.30.2026 12.31.2025



 
            ASSETS



 Property, plant and equipment                                                                3,479       3,303



 Intangible assets                                                                               87          89



 Right-of-use assets                                                                             24          36



 Deferred tax asset                                                                             182          43



 Investments in associates and joint ventures                                                 1,354       1,059



 Financial assets at fair value through profit and loss                                          33          33



 Trade and other receivables                                                                     78          43



 
            Total non-current assets                                                        5,237       4,606





 Inventories                                                                                    283         231



 Financial assets at fair value through profit and loss                                         302         366



 Derivatives                                                                                                52



 Trade and other receivables                                                                    948         614



 Cash and cash equivalents                                                                      979         725



 
            Total current assets                                                            2,512       1,988





 
            Total assets                                                                    7,749       6,594





 
            EQUITY



 Share capital                                                                                   35          36



 Share capital adjustment                                                                       189         191



 Share premium                                                                                  517         516



 Treasury shares adjustment                                                                       1           1



 Treasury shares cost                                                                           (6)       (54)



 Legal reserve                                                                                   44          44



 Voluntary reserve                                                                            2,707       2,399



 Other reserves                                                                                (13)       (12)



 Other comprehensive income                                                                      97         124



 Retained earnings                                                                              456         351



 
            Equity attributable to owners of the company                                    4,027       3,596





 Non-controlling interest                                                                        13           9





 
            Total equity                                                                    4,040       3,605





 
            LIABILITIES



 Provisions                                                                                      73         100



 Income tax and minimum notional income tax provision                                            28          26



 Tax liabilities                                                                                202         212



 Deferred tax liability                                                                          46          56



 Defined benefit plans                                                                           29          26



 Borrowings                                                                                   2,575       1,844



 Trade and other payables                                                                        66          86



 
            Total non-current liabilities                                                   3,019       2,350





 Provisions                                                                                      13          13



 Income tax liability                                                                           124          83



 Tax liabilities                                                                                 83          56



 Defined benefit plans                                                                            6           6



 Salaries and social security payable                                                            26          36



 Derivatives                                                                                     54



 Borrowings                                                                                      25          48



 Trade and other payables                                                                       359         397



 
            Total current liabilities                                                         690         639





 
            Total liabilities                                                               3,709       2,989





 
            Total liabilities and equity                                                    7,749       6,594


   
            Consolidated income statement



   
            (For the six-month periods and quarters ended on June 30, 2026 and 2025, in US$ million)





   In US$ million                                                                                                     First half          Second quarter


  
   2026                                                                                                 2025   2026       2025



   Sales revenue                                                                                         1,319    900        746      486



   
            Domestic sales                                                                           1,006    750        555      398



   
            Foreign market sales                                                                       313    150        191       88



   Cost of sales                                                                                         (862) (625)     (482)   (340)





   
            Gross profit                                                                               457    275        264      146





   Selling expenses                                                                                       (56)  (43)      (30)    (22)



   Administrative expenses                                                                                (91)  (84)      (47)    (41)



   Other operating income                                                                                   28     53         19       21



   Other operating expenses                                                                               (37)  (40)      (18)    (18)



   Recovery of impairment/(Impairment) of financial assets                                                   2    (2)         3      (2)



   Impairment of intangible assets and inventories                                                         (2)   (1)       (1)     (1)



   Results for part. in joint businesses & associates                                                      148     76         81       30





   
            Operating income                                                                           449    234        271      113





   Financial income                                                                                          7     35          3        2



   Financial costs                                                                                        (87)  (99)      (48)    (58)



   Other financial results                                                                                  22    122         15       85



   
            
              Financial results, net                                                     (58)    58       (30)      29





   
            Profit before tax                                                                          391    292        241      142





   Income tax                                                                                              (1)  (99)      (67)   (103)





   
            Net income for the period                                                                  390    193        174       39



   
            
              Attributable to the owners of the Company                                   386    193        172       40



   
            
              Attributable to the non-controlling interest                                  4                2      (1)





   
            Net income per share to shareholders                                                       0.3    0.1        0.1      0.0



   
            Net income per ADR to shareholders                                                         7.1    3.5        3.2      0.7




                                Average outstanding common shares
            
            (1)            1,351  1,360      1,340    1,360


                                Outstanding shares by the end of period
            
            (1)      1,340  1,360      1,340    1,360


 
 Note: 1 Includes shares allocated to the employee compensation plan as treasury shares, which amounted to 3.9 million and 3.5 million shares as of June 30, 2025, and 2026, respectively. Treasury shares are deducted from shares outstanding only if they are held as common shares.


   
            Consolidated cash flow statement



   
            (For the six-month periods and quarters ended on June 30, 2026 and 2025, in millions)





   In US$ million                                                                                                  First half         Second quarter


  
   2026                                                                                              2025   2026     2025



   
            OPERATING ACTIVITIES



   Profit of the period                                                                                 390    193      174        39



   Adjustments to reconcile net profit to cash flows from operating activities                          195    163      161       160



   Changes in operating assets and liabilities                                                        (604)  (209)    (121)    (142)



   
            Increase (decrease) in trade receivables and other receivables                        (444)  (254)       28     (142)



   
            Increase (decrease) in inventories                                                     (53)  (20)    (45)        3



   
            Increase (decrease) in trade and other payables                                          17     65      (7)     (14)



   
            (Decrease) increase in salaries and social security payables                           (10)  (10)       4         3



   
            Defined benefit plans payments                                                          (2)   (1)     (1)



   
            Increase in tax liabilities                                                              38     13       45         8



   
            Decrease in provisions                                                                  (3)   (4)     (2)      (2)



   
            Income tax payment                                                                     (50)          (50)



   
            (Payments) Collection for derivative financial instruments, net                        (97)     2     (93)        2





   
            Net cash (used in) generated by operating activities                                   (19)   147      214        57





   
            INVESTING ACTIVITIES



   Payment for property, plant and equipment acquisitions                                             (518)  (444)    (253)    (282)



   Collection for sales of public securities and shares, net                                            205    316      118       165



   Subscription of mutual funds, net                                                                    (9)   (4)              (4)



   Capital integration in companies                                                                    (30)  (41)    (14)     (10)



   Right-of-use                                                                                                                  1



   Collection for intangible assets sales                                                                       3                 3



   Dividends collection                                                                                   1              1



   Collection for interests in areas sales                                                                5      2        5         2





   
            Net cash used in investing activities                                                 (346)  (168)    (143)    (125)





   
            FINANCING ACTIVITIES



   Proceeds from borrowings                                                                             732    380      732       335



   Payment of borrowings                                                                               (32) (108)      (9)     (38)



   Payment of borrowings interests                                                                     (68) (101)     (46)     (63)



   Repurchase and redemption of corporate bonds                                                         (2) (725)             (365)



   Payment of leases                                                                                   (11)   (2)     (5)      (1)





   
            Net cash generated by (used in) financing activities                                    619  (556)      672     (132)





   
            Increase (decrease) in cash and cash equivalents                                        254  (577)      743     (200)





   Cash and cash equivalents at the beginning of the period                                             725    738      236       361



   Increase (Decrease) in cash and cash equivalents                                                     254  (577)      743     (200)





   
            Cash and cash equivalents at the end of the period                                      979    161      979       161

For the full version of the Earnings Report, please visit Pampa's Investor Relations website: ri.pampa.com/en.

Information about the videoconference

There will be a videoconference to discuss Pampa's Q2 26 results on Wednesday, August 5, 2026, at 10:00 a.m. Eastern Standard Time/11:00 a.m. Buenos Aires Time. The hosts will be Gustavo Mariani, CEO, Adolfo Zuberbühler, CFO and Lida Wang, IR & ESG Officer at Pampa.

For those interested in participating, please register here.

For further information about Pampa:



    investor@pampa.com                 www.argentina.gob.ar/cnv

                       ri.pampa.com/en                          www.sec.gov

---

1 The information is based on financial statements ('FS') prepared according to International Financial Reporting Standards ('IFRS') in force in Argentina.
2 Sales from the affiliates CTBSA, Transener and TGS are excluded, shown as 'Results for participation in joint businesses and associates.'
3 Consolidated adjusted EBITDA represents the flows before financial items, income tax, depreciations and amortizations, extraordinary and non-cash income and expense, equity income, and includes affiliates' EBITDA at our ownership.

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SOURCE Pampa Energia S.A.

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