Summary

• Central Puerto remains a long-term buy, offering exposure to Argentina's expanding energy sector at attractive valuations.
• CEPU's strategic entry into oil, gas (Vaca Muerta), and mining diversifies its revenue streams and positions it as a comprehensive energy company.
• 2025 results showed 17% revenue growth to $782M, record net income, and strong cash generation, with leverage at a conservative 0.3x.
• Moody's upgraded the company's credit rating, projecting EBITDA of $450–$500M and margins of 55–60% over the next 12–18 months.

Central Puerto (CEPU) is a key Argentine company in electricity generation, with a 15% market share. I wrote about this company last November, and I believe it's time to update the information. I still rate

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of CEPU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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