Vista Energy, S.A.B. de C.V. ( VIST ) Analyst/Investor Day November 12, 2025 9:00 AM EST Company Participants Alejandro Cherñacov - Co-Founder and Strategic Planning & Investor Relations Officer Miguel Galuccio - Founder, Chairman & CEO Gabriela Prete Matias Weissel - Chief Operations Officer Juan Garoby - Co-founder & CTO Pablo Manuel Vera Pinto - Co-Founder & CFO Conference Call Participants ...
Q3 2025 delivered strong production growth, with total output up 74% Y/Y, leading to upgraded guidance as the company accelerates its drilling activity in Vaca Muerta. Oil and gas prices showed moderate recovery, supported by a higher export share of the revenue mix. Election results in Argentina make the market soar after Milei's pro-market government significantly strengthened its position in...
Vista achieved 74% YoY production growth and 53% YoY revenue growth, driven by record productivity in Bajada del Palo Oeste and La Amarga Chica, consolidating its leadership in Vaca Muerta. Adjusted EBITDA rose 52% YoY to $472MM, with a 67% margin and lifting costs at $4.4/boe—confirming its world-class operational efficiency and cost discipline. The Petronas Argentina integration strengthened ...
Vista Energy is reaffirmed as a strong buy, excelling operationally despite recent political and commodity price volatility. VIST delivered robust Q3 2025 results: production surged 74% year-over-year, revenues rose 53%, and EBITDA margin remained strong at 67%. Operational efficiency, low production costs, and full export price parity position VIST for continued growth, with further upside if ...
Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Alejandro Cherñacov - Co-Founder and Strategic Planning & Investor Relations Officer Miguel Galuccio - Founder, Chairman & CEO Conference Call Participants Rodolfo De Angele - JPMorgan Chase & Co, Research Division Leonardo Marcondes - BofA Securities, Research Division Bruno Amori...
Vista Energy is a key player in Argentina's Vaca Muerta basin, poised for significant medium-term production growth. Vaca Muerta's potential could mirror the Permian Basin's transformative impact on U.S. energy a decade ago, fueling optimism for Argentina's exports. Recent acquisitions in Vaca Muerta and a consistently strong management team enhance Vista's value proposition and growth outlook.
Vista Energy has a higher profit margin than some of the relevant fracking companies. The acquisition of PEPASA will improve the company's profit margin, generating value for investors. My estimation suggests that the company could increase its revenues and adjusted EBITDA by approximately 95% compared to 2024.
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