Valeura Energy Past Earnings Performance
Past criteria checks 2/6
Valeura Energy has been growing earnings at an average annual rate of 49.7%, while the Oil and Gas industry saw earnings growing at 9.5% annually. Revenues have been growing at an average rate of 61.3% per year. Valeura Energy's return on equity is 4.2%, and it has net margins of 3.8%.
Key information
49.68%
Earnings growth rate
47.99%
EPS growth rate
| Oil and Gas Industry Growth | 42.11% |
| Revenue growth rate | 61.32% |
| Return on equity | 4.20% |
| Net Margin | 3.82% |
| Next Earnings Update | 05 Aug 2026 |
Recent past performance updates
Recent updates
Narrative Update • May 31
VLE: Gulf Of Thailand Reserves And Production Plans Will Support Upside
Analysts have nudged their fair value estimate for Valeura Energy slightly higher to CA$12.19 from CA$12.07, reflecting updated assumptions for revenue trends, profit margins and the stock’s forward P/E. What's in the News Valeura Energy maintained its 2026 production guidance at 19,500 bbls/d to 22,500 bbls/d, keeping its original outlook unchanged.Narrative Update • May 12
VLE: Future Production Stability Will Mask Overvaluation Risk Despite Share Buybacks
Analysts have kept their CA$12.07 price target on Valeura Energy broadly unchanged, citing slightly lower projected revenue declines, a modestly higher expected profit margin, and a small adjustment to the discount rate and future P/E assumptions. What's in the News Chartered the Shelf Drilling Enterprise jack-up rig for a three year term through 31 December 2029, with flexibility on the start date and current plans to begin drilling in Q4 2026, initially for production acceleration projects (Key Developments).Narrative Update • Apr 24
VLE: Fair Outlook Will Reflect Production Stability And Share Buyback Progress
Analysts have raised their price target on Valeura Energy from CA$11.00 to about CA$12.07, citing updated assumptions that include a different discount rate, a smaller projected revenue decline, a higher profit margin and a lower future P/E multiple. What's in the News Reported first quarter 2026 working interest production before royalties averaging 22.3 mbbls/d, described as on plan for the period (announcement of operating results).
Narrative Update • Apr 09
VLE: Rising Thai Field Production And Buybacks Will Drive Future Repricing
Analysts have kept their CA$16.50 price target for Valeura Energy unchanged, pointing to stable assumptions on fair value, discount rate, revenue trends, profit margin and forward P/E as support for their view. What's in the News A special or extraordinary shareholders meeting is planned for May 14, 2026, in Calgary, Alberta, Canada.Narrative Update • Mar 26
VLE: Rising Field Production And Higher Margins Will Drive Future Repricing
Analysts have raised their CA$14.26 fair value estimate for Valeura Energy to CA$16.50, citing updated assumptions around a smaller projected revenue decline, slightly higher profit margins, and a lower forward P/E multiple. What's in the News Completed an infill drilling campaign at the Manora field in the Gulf of Thailand, with all three wells brought onstream as oil producers and working interest share oil production before royalties reported at 2,626 bbls/d after the campaign, compared with 1,950 bbls/d prior to the first new well coming onstream (Key Developments).Analysis Article • Mar 24
Analysts Just Made A Huge Upgrade To Their Valeura Energy Inc. (TSE:VLE) Forecasts
Valeura Energy Inc. ( TSE:VLE ) shareholders will have a reason to smile today, with the analysts making substantial...Narrative Update • Mar 11
VLE: Future Oil Production Uplift From Manora And Nong Yao Will Drive Repricing
Analysts have nudged their price target for Valeura Energy slightly higher to CA$14.26 from CA$14.11, reflecting updated fair value estimates and small tweaks to long term revenue growth, profit margin and future P/E assumptions. What's in the News Completed an infill drilling campaign at the Manora field in the Gulf of Thailand, with two development wells and one appraisal well all finished as oil producers and now on stream (Key Developments).Narrative Update • Feb 25
VLE: Future Production Guidance Will Support A Repricing Opportunity
Analysts have raised their CA$13.28 fair value estimate for Valeura Energy to CA$14.11, reflecting updated assumptions for softer revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Valeura Energy issued new 2026 production guidance, with a full year oil production midpoint of 21,000 bbls/d, giving investors a reference point for expected output levels.Narrative Update • Feb 11
VLE: Future Production Guidance And Buybacks Will Support A Repricing
The analyst price target for Valeura Energy has shifted from CA$12.45 to CA$13.28, with analysts citing updated assumptions around revenue trends, profitability, discount rate, and future P/E as the main drivers of this revision. What's in the News Provided 2026 production guidance, with a full year oil production midpoint of 21,000 bbls/d.Analysis Article • Feb 04
Valeura Energy Inc. (TSE:VLE) Surges 29% Yet Its Low P/E Is No Reason For Excitement
Valeura Energy Inc. ( TSE:VLE ) shares have continued their recent momentum with a 29% gain in the last month alone...Analysis Article • Jan 15
We Ran A Stock Scan For Earnings Growth And Valeura Energy (TSE:VLE) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Dec 06
There's No Escaping Valeura Energy Inc.'s (TSE:VLE) Muted Earnings Despite A 28% Share Price Rise
Valeura Energy Inc. ( TSE:VLE ) shareholders would be excited to see that the share price has had a great month...Analysis Article • Nov 15
Is Valeura Energy Inc. (TSE:VLE) Trading At A 38% Discount?
Key Insights Valeura Energy's estimated fair value is CA$11.59 based on 2 Stage Free Cash Flow to Equity Valeura Energy...Narrative Update • Aug 15
Wassana Redevelopment Will Define Future Prospects Despite Risks
Valeura Energy’s consensus price target has been revised downward, primarily reflecting a significant rise in its future P/E ratio which suggests lower expected earnings growth or higher valuation risk, resulting in a new fair value estimate of CA$12.45. What's in the News Valeura Energy entered into a farm-in agreement with PTTEP, acquiring a 40% interest in Blocks G1/65 and G3/65 in the offshore Gulf of Thailand, aiming for both near-term development and longer-term growth through infrastructure-led exploration and gas developments.Analysis Article • Jul 29
Valeura Energy Inc.'s (TSE:VLE) Price Is Right But Growth Is Lacking After Shares Rocket 26%
Valeura Energy Inc. ( TSE:VLE ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Analysis Article • May 22
Shareholders In Valeura Energy (TSE:VLE) Should Look Beyond Earnings For The Full Story
Strong earnings weren't enough to please Valeura Energy Inc.'s ( TSE:VLE ) shareholders over the last week. Our...Analysis Article • Mar 26
There's No Escaping Valeura Energy Inc.'s (TSE:VLE) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 2.6x Valeura Energy Inc. ( TSE:VLE ) may be sending very bullish signals...
New Narrative • Jan 20
219% Reserve Replacement And Nong Yao C Field Will Support Future Operations Despite Risks
Planned increase in production and improved drilling efficiencies could surpass analyst expectations, boosting revenue and enhancing net margins.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Valeura Energy makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Dec 25 | 597 | 23 | 59 | 0 |
| 30 Sep 25 | 668 | 249 | 69 | 0 |
| 30 Jun 25 | 650 | 230 | 67 | 0 |
| 31 Mar 25 | 679 | 235 | 62 | 0 |
| 31 Dec 24 | 681 | 241 | 64 | 0 |
| 30 Sep 24 | 675 | 50 | 40 | 0 |
| 30 Jun 24 | 666 | 48 | 44 | 0 |
| 31 Mar 24 | 652 | 29 | 49 | 0 |
| 31 Dec 23 | 503 | 245 | 44 | 0 |
| 30 Sep 23 | 284 | 214 | 31 | 0 |
| 30 Jun 23 | 151 | 217 | 21 | 0 |
| 31 Mar 23 | 0 | 226 | 9 | 0 |
| 31 Dec 22 | 0 | -12 | 7 | 0 |
| 30 Sep 22 | 0 | -10 | 7 | 0 |
| 30 Jun 22 | 0 | -6 | 6 | 0 |
| 31 Mar 22 | 1 | -69 | 5 | 0 |
| 31 Dec 21 | 3 | -66 | 5 | 0 |
| 30 Sep 21 | 5 | -77 | 5 | 0 |
| 30 Jun 21 | 6 | -80 | 6 | 0 |
| 31 Mar 21 | 7 | -20 | 6 | 0 |
| 31 Dec 20 | 8 | -20 | 5 | 0 |
| 30 Sep 20 | 8 | -5 | 5 | 0 |
| 30 Jun 20 | 9 | -3 | 4 | 0 |
| 31 Mar 20 | 9 | -3 | 4 | 0 |
| 31 Dec 19 | 10 | -5 | 4 | 0 |
| 30 Sep 19 | 10 | -5 | 4 | 0 |
| 30 Jun 19 | 9 | -6 | 4 | 0 |
| 31 Mar 19 | 9 | -6 | 5 | 0 |
| 31 Dec 18 | 9 | -6 | 4 | 0 |
| 30 Sep 18 | 9 | -6 | 3 | 0 |
| 30 Jun 18 | 10 | -7 | 4 | 0 |
| 31 Mar 18 | 11 | -7 | 4 | 0 |
| 31 Dec 17 | 11 | -7 | 4 | 0 |
| 30 Sep 17 | 11 | -9 | 5 | 0 |
| 30 Jun 17 | 10 | -5 | 4 | 0 |
| 31 Mar 17 | 10 | -5 | 5 | 0 |
| 31 Dec 16 | 11 | -5 | 4 | 0 |
| 30 Sep 16 | 12 | -2 | 5 | 0 |
| 30 Jun 16 | 13 | -1 | 5 | 0 |
| 31 Mar 16 | 13 | -1 | 5 | 0 |
| 31 Dec 15 | 14 | 0 | 5 | 0 |
| 30 Sep 15 | 16 | 0 | 5 | 0 |
| 30 Jun 15 | 18 | 0 | 5 | 0 |
Quality Earnings: VLE has high quality earnings.
Growing Profit Margin: VLE's current net profit margins (3.8%) are lower than last year (35.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: VLE has become profitable over the past 5 years, growing earnings by 49.7% per year.
Accelerating Growth: VLE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: VLE had negative earnings growth (-90.5%) over the past year, making it difficult to compare to the Oil and Gas industry average (-13.8%).
Return on Equity
High ROE: VLE's Return on Equity (4.2%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/05 08:46 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Valeura Energy Inc. is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kalvin Baim | ATB Cormark |
| Patrick O'Rourke | ATB Cormark |
| Brent Watson | ATB Cormark Historical (Cormark Securities) |