Update shared on 15 Nov 2025
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.
What's in the News
- Central Puerto S.A. announced a share repurchase program, authorizing buybacks of up to $20 million worth of shares. The buybacks will not exceed 10% of corporate capital at the time of acquisition and will be funded from free reserves. (Key Developments)
- The maximum repurchase price under the program was increased to $11 per American Depositary Receipt on NYSE and up to ARS 1,750 per common share on Bolsas y Mercados Argentinos as of October 24, 2025. (Key Developments)
- The Board of Directors authorized the current buyback plan on September 25, 2025. (Key Developments)
- Central Puerto reported operating results for the second quarter of 2025. Total generation volumes dropped to 4,372 GWh, down 24% from the previous quarter and 12% from the same period in 2024, primarily due to plant maintenance. (Key Developments)
Valuation Changes
- Fair Value remains unchanged at ARS 2,900.
- The Discount Rate has decreased slightly from 26.35% to 26.14%.
- The Revenue Growth forecast has fallen significantly from 24.84% to 15.72%.
- The Net Profit Margin estimate has decreased from 25.25% to 20.24%.
- The future P/E ratio projection has risen from 23.86x to 30.45x.
Disclaimer
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