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

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 Aug 25

Updated

09 Jan 26

Views

69

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AnalystConsensusTarget's Fair Value

n/a

1Y

52.9%

7D

7.0%

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1Y

52.9%

7D

7.0%

You can edit this narrative until Jan 10 5:10 PM. Then, changes will post as Updates.

Author's Valuation

AR$2.9k14.6% undervalued

AnalystConsensusTarget Fair Value

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.

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.

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.

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.

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.

AnalystConsensusTarget Fair Value

AR$2.9k

14.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

18.05%

Renewable Energy revenue growth rate

0.45%

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

26.74%

Calculation

AR$291.85b

Earnings '29

x

30.30x

PE Ratio '29

=

AR$8.84t

Market Cap '29

AR$8.84t

Market Cap '29

/

1.50b

No. shares '29

=

AR$5.89k

Share Price '29

AR$5.89k Share Price '29

Discounted to 2026 @ 26.66% p.a.

=

AR$2.90k

Fair Value '26