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YPF Sociedad Anónima (YPF) Q1 2026 Earnings Call Transcript
2026-05-09 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of $0.97 beats by $0.09

 | 

Revenue of

$4.93B

(5.37% Y/Y)

misses by $138.78M

YPF Sociedad Anónima (YPF) Q1 2026 Earnings Call May 8, 2026 10:00 AM EDT

Company Participants

Margarita Chun - Investor Relations Officer
Horacio Marin - CEO & Non Independent Chairman
Pedro Kearney - Vice President of Finance
Maximiliano Westen - Strategy, New Businesses and Controlling Vice President

Conference Call Participants

Michael Furrow - Pickering Energy Partners LP
Daniel Guardiola - Banco BTG Pactual S.A., Research Division
Bruno Montanari - Morgan Stanley, Research Division
Vicente Falanga Neto - Banco Bradesco BBI S.A., Research Division
Andres Cardona - Citigroup Inc., Research Division
Leonardo Marcondes - BofA Securities, Research Division
George Gasztowtt - Latin Securities S.A., Research Division
Claudia Rivera Morillo - Santander Investment Securities Inc., Research Division
Matias Cattaruzzi - AdCap Securities Argentina S.A., Research Division
Tasso Vasconcellos - UBS Investment Bank, Research Division

Presentation

Operator

Hello, everyone. Thank you for joining us, and welcome to YPF First Quarter 2026 Earnings Presentation. [Operator Instructions] I will now hand the conference over to Margarita Chun, Investor Relations Manager. Margarita, please go ahead.

Margarita Chun
Investor Relations Officer

Good morning, ladies and gentlemen. This is Margarita Chun, YPF's IR Manager.

Thank you for joining us today in our first quarter 2026 earnings call. Before we begin, please consider our cautionary statement on Slide 2. Our remarks today and answer to your questions may include forward-looking statements, which are subject to risks and uncertainties that could cause actual results to be materially different from the expectations contemplated by these remarks.

Our financial figures are stated in accordance with IFRS, but during the presentation, we might discuss some non-IFRS measures such as adjusted EBITDA. Today's presentation will be conducted by our Chairman and CEO, Mr. Horacio Marin; our Finance Vice President, Mr. Pedro Kearney; and our Strategy, New Businesses and Controlling Vice President, Mr. Maximiliano Westen.

During the presentation, we will go through the main aspects and