CEPU: Share Repurchase Program Will Drive Future Value Despite Lower Output

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 Aug 25

Updated

08 May 26

Views

99

08 May

AR$2,142.00

AnalystConsensusTarget's Fair Value

AR$2,900.00

26.1% undervalued

1Y

34.3%

7D

1.2%

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1Y

34.3%

7D

1.2%

You can edit this narrative until May 9 1:10 PM. Then, changes will post as Updates.

Author's Valuation

AR$2.9k26.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 May 26

CEPU: Leadership Review And Stable Fair Value Will Support Upside

Analysts have kept their ARS 2,900 price target for Central Puerto unchanged, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that broadly offset each other in their updated models. What's in the News A board meeting is scheduled for April 30, 2026, to review leadership roles at Central Puerto S.A. (Key Developments) The appointment of Mr. Osvaldo Arturo Reca will be considered for Chairman of the company.

5 views

Shared on 20 Apr 26

CEPU: Higher Margins And Lower Future P E Multiple Will Support Upside

Analysts have maintained their ARS 2,900 price target for Central Puerto, citing updated assumptions that combine a similar fair value with a higher required return, stronger revenue growth and profit margin projections, and a lower future P/E multiple. Valuation Changes Fair Value: The fair value estimate remains unchanged at ARS 2,900.

2 views

Shared on 05 Apr 26

CEPU: Stable Discount Rate And P E Assumptions Will Support Upside

Analysts now keep their ARS 2,900 price target for Central Puerto essentially unchanged, citing only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions in their refreshed models. Valuation Changes Fair Value: ARS 2,900 remains unchanged in the updated model, keeping the core valuation anchor steady.

1 view

Shared on 22 Mar 26

CEPU: Lower Discount Rate And Richer P/E Multiple Will Support Upside

Analysts have maintained their ARS 2,900 price target for Central Puerto, citing updated assumptions that now incorporate a lower discount rate, more moderate revenue growth and profit margins, as well as a higher future P/E multiple. Valuation Changes Fair Value: The ARS 2,900 price estimate has been kept unchanged at ARS 2,900.

2 views

Shared on 08 Mar 26

CEPU: Reaffirmed Fair Value And Stable Assumptions Will Support Future Upside

Analysts have reaffirmed their ARS 2,900 price target for Central Puerto, as updated assumptions on discount rate, revenue growth, profit margin, and forward P/E are seen as broadly consistent with their prior view on the stock. Valuation Changes Fair value: ARS 2,900 remains unchanged, with the updated estimate matching the prior figure.

1 view

Shared on 21 Feb 26

CEPU: Steady Fair Value Will Support Future Upside Potential

Analysts have kept their ARS 2,900 price target for Central Puerto broadly unchanged, citing only small tweaks in discount rate, revenue growth, profit margin and forward P/E assumptions that offset each other in their updated model. Valuation Changes Fair Value: ARS 2,900 remains unchanged in the updated model.

4 views

Shared on 07 Feb 26

CEPU: Lower Discount Rate Will Support Future Upside Potential

Analysts have nudged their price target on Central Puerto higher, reflecting a lower required discount rate and a reduced future P/E assumption. Together, these factors point to a slightly richer valuation framework, even though fair value remains steady at $2,900.

3 views

Shared on 24 Jan 26

CEPU: Improved Margin Profile Will Support Future Upside Potential

Analysts have lifted their price target on Central Puerto to $2,900.00, supported by updated assumptions that include revenue growth of 22.59%, a profit margin of 24.79% and a forward P/E of 23.31x. Valuation Changes Fair Value: Kept steady at ARS 2,900.0 per share, with no change in the updated assumptions.

3 views

Shared on 09 Jan 26

CEPU: Stable Assumptions And Margin Outlook Will Support Future Upside

Analysts have kept their price target for Central Puerto broadly unchanged at about $2,900. This reflects only marginal tweaks to discount rate, growth, margin and forward P/E assumptions rather than a shift in their overall view.

12 views

Shared on 14 Dec 25

CEPU: Share Buyback Plan Will Drive Future Upside Potential

Analysts have modestly reaffirmed their view on Central Puerto, keeping the price target steady at $29.00 per share, as slightly stronger long term revenue growth expectations offset a marginally lower projected profit margin and discount rate. What's in the News Board of Directors authorizes a new share buyback plan for Central Puerto S.A. on September 25, 2025, signaling confidence in the company and its valuation (company filing) Central Puerto S.A. launches a share repurchase program of up to $20 million, capped at 10% of corporate capital, funded from free reserves (company filing) Initial maximum repurchase prices set at $11 per ADR on the NYSE and ARS 650 per common share on Bolsas y Mercados Argentinos (company filing) On October 24, 2025, Central Puerto raises the maximum local repurchase price to ARS 1,750 per common share, while maintaining the $11 ADR cap on the NYSE (company filing) Valuation Changes Fair Value: Unchanged at $29.00 per share, indicating no revision to the intrinsic value estimate.

11 views

Shared on 29 Nov 25

CEPU: Share Repurchase Program Will Drive Fresh Upside Momentum Ahead

Analysts have maintained their price target for Central Puerto at $2,900, citing improved revenue growth projections and a slightly higher discount rate. Profit margin expectations remain steady.

5 views

Shared on 15 Nov 25

CEPU: Share Buyback Authorization Will Drive Upside Potential This Year

Narrative Update on Central Puerto: Analyst Price Target Adjustment Analysts have revised their price target for Central Puerto and are maintaining the fair value at $2,900. Updated forecasts reflect shifts in key assumptions for revenue growth, profit margins, and valuation multiples.

3 views

Shared on 01 Nov 25

Fair value Increased 71%

Analysts have raised their price target for Central Puerto from $1,700 to $2,900, citing updated forecasts for stronger revenue growth and improved valuation metrics. What's in the News Central Puerto S.A. launched a share repurchase program, authorizing up to $20 million in buybacks.

6 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

AR$2.9k

26.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

16.90%

Historical revenue growth rate

43.85%

Renewable Energy revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

21.16%

Calculation

AR$438.12b

Earnings '29

x

17.68x

PE Ratio '29

=

AR$7.75t

Market Cap '29

AR$7.75t

Market Cap '29

/

1.49b

No. shares '29

=

AR$5.19k

Share Price '29

AR$5.19k Share Price '29

Discounted to 2026 @ 21.46% p.a.

=

AR$2.90k

Fair Value '26