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ENERGISA S.A.

(ENGI3)
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Delayed Bolsa de Valores de Sao Paulo  -  04:05 2022-08-12 pm EDT
14.69 BRL   +0.20%
08/12TRANSCRIPT : Energisa S.A., Q2 2022 Earnings Call, Aug 12, 2022
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07/26ENERGISA S A : Aneel ratifies Extraordinary Rate-Setting Reviews of EMT and EMS
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07/12ENERGISA S A : Aneel approves Extraordinary Rate-Setting Reviews of EBO and ESE
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Energisa S A : Investor Relations Newsletter, May 2022

06/24/2022 | 06:16pm EDT

Investor Relations Newsletter - Jun 24, 2022 Edition

Total energy consumption rises 4.2% in May

Consumption in May 2022:consolidated free and captive electricity consumption (3,100.8 GWh) in Energisa Group service areas rose by 4.2% compared with the same month last year, led by the residential and commercial segments. Warm weather, a positive calendar effect (+0.4 in aggregate) and consumer status reviews under REN No. 901, which decreased rural volumes and increased residential ones, drove consumption in these segments in May. In addition, in-person activity continued to expand in the month compared to the same period last year.

During the month, 9 of our 11 distribution companies reported higher energy consumption in their service areas, in particular EMT (+6.3% or 48.0 GWh), ERO (+9.1% or 25.1 GWh) and EPB (+6.7% or 24.5 GWh). The residential segment (+6.8% or 76.6 GWh) reported the highest consumption growth in the month, with EMT (+12.3% or 31.1 GWh), ERO (+11.7% or 14.1 GWh) and EPB (+6.2% or 10.1 GWh) enjoying the largest increases. Residential consumption was driven primarily by the warmer weather and positive calendar effect. The commercial segment experienced growth of 7.7% (41.3 GWh), with the highest growth at EMT (+9.3% or 13.0 GWh); EPB (+8.4% or 5.4 GWh); and ESE (+11.8% or 5.3 GWh). Commercial consumption was driven by the recovery from the subsiding pandemic and increased in- person activity, with especially strong consumption in shopping centers, retailers and grain storage facilities.

The industrial sector reported growth of +2.3% (14.6 GWh), with the concessions performing best being: EPB (+11.9% or 7.0 GWh), led by textiles and metallic minerals; EMG (+14.0% or 5.0 GWh), led by paper and food-a22-year high; and EMS (+4.2 or 4.8 GWh), led by the cement and food industries. The 'other' segment posted consumption growth of +8.0% (30.1 GWh), with particularly strong expansion in the government sector at 22.1% (a 22-year high), driven by the reopening of schools, courts and other government agencies. The service areas most contributing to the result in the month were EMT (+15.8% or 12.0 GWh); EPB (+8.7% or 5.1 GWh) and ERO (+16.0 or 5.1%). Lastly, the rural segment contracted by 12.7% (38.6 GWh), driven by EMT (-9.9% or

  1. GWh), EMS (-16.9% or 9.6 GWh) and ESS (-6.9% or
  1. GWh), reflecting decreased use of irrigation (above- average rainfall, especially in the NE, ESS and EMS service areas) and customer migration (REN Nº 901).

Consumption in the first five months of 2022: Energisa Group's captive and free electricity consumption (15,624.9 GWh) rose 2.5% in the first five months of 2022 in relation to the same period last year.

Nine distribution companies reported growth in the first five months, led by ERO (+8.3% or 107.8 GWh), EMT (+2.6% or 98.3 GWh) and EMS (+3.0% or 73.5 GWh).

Energisa Consolidated - Electricity market in May and year to date

Description

Month

Accumulated

Amounts in GWh

May/22

May/21

Change %

5M22

5M21

Change %

+ 6.8

+ 2.4

Residential

1,206.9

1,130.3

6,130.4

5,988.0

Industrial

647.2

632.7

+ 2.3

3,184.7

3,095.2

+ 2.9

Captive

157.7

164.0

- 3.9

772.8

810.9

- 4.7

Free

489.5

468.6

+ 4.5

2,411.9

2,284.3

+ 5.6

Commercial

578.7

537.4

+ 7.7

2,978.7

2,780.1

+ 7.1

Captive

465.6

444.7

+ 4.7

2,388.2

2,320.1

+ 2.9

Free

113.1

92.7

+ 22.0

590.4

460.0

+ 28.4

Rural

264.7

303.3

- 12.7

1,370.1

1,480.7

- 7.5

Captive

256.9

297.0

- 13.5

1,326.6

1,444.5

- 8.2

Free

7.8

6.3

+ 22.6

43.5

36.2

+ 20.2

Other Classes

403.2

373.1

+ 8.1

1,961.0

1,904.4

+ 3.0

Captive

373.6

355.9

+ 5.0

1,818.5

1,823.5

- 0.3

Free

29.6

17.2

+ 72.1

142.5

80.9

+ 76.2

1) Energy sales to captive consumers

2,460.8

2,392.0

+ 2.9

12,436.6

12,387.1

+ 0.4

2) Energy associated with free consumers (TUSD)

640.0

584.9

+ 9.4

3,188.3

2,861.4

+ 11.4

3) Captive sales + TUSD (1+2)

3,100.8

2,976.8

+ 4.2

15,624.9

15,248.5

+ 2.5

4) Unbilled sales

(22.4)

(20.9)

+ 7.3

(22.0)

(58.0)

- 62.1

5) Captive sales + TUSD + Uninvoiced supply (3+4))

3,078.4

2,955.9

+ 4.1

15,603.0

15,190.5

+ 2.7

May 2022

January - May 2022

Electricity sales (GWh

Electricity sales (GWh

Company

Captive Sales +

Change (1)

Captive Sales

Change

Captive Sales

Change

Captive Sales +

Change

TUSD +

+ TUSD +

(%)

+ TUSD

(1) (%)

(1) (%)

TUSD

(1) (%)

Uninvoiced

Uninvoiced

Região Norte

617.0

+ 8.2

634.4

+ 9.8

2,880.7

+ 5.5

2,907.0

+ 5.7

Energisa Tocantins (ETO)

222.9

+ 5.0

230.2

+ 8.1

1,014.8

+ 2.0

1,035.5

+ 4.0

Energisa Acre (EAC)

93.6

+ 13.4

98.2

+ 12.3

455.4

+ 5.1

456.6

+ 6.0

Energisa Rondônia (ERO)

300.6

+ 9.1

306.0

+ 10.3

1,410.5

+ 8.3

1,414.9

+ 6.9

Região Nordeste

692.7

+ 4.4

690.1

+ 3.8

3,515.2

+ 1.5

3,497.6

+ 1.3

Energisa Paraíba (EPB)

392.7

+ 6.7

390.3

+ 5.8

1,960.6

+ 1.6

1,949.9

+ 1.5

Energisa Sergipe (ESE)

238.8

+ 1.1

239.6

+ 1.3

1,254.9

+ 1.4

1,249.3

+ 1.1

Energisa Borborema (EBO)

61.2

+ 3.9

60.3

+ 1.4

299.7

+ 1.8

298.4

+ 1.3

Região Centro-Oeste

1,271.8

+ 3.7

1,250.6

+ 3.5

6,496.7

+ 2.7

6,467.0

+ 3.0

Energisa Mato Grosso (EMT)

807.0

+ 6.3

808.5

+ 4.3

3,931.9

+ 2.6

3,954.0

+ 3.4

Energisa Mato Grosso do Sul (EMS)

464.8

- 0.6

442.1

+ 2.0

2,564.7

+ 3.0

2,512.9

+ 2.4

Região Sul/Sudeste

519.3

+ 0.5

503.3

- 0.3

2,732.4

+ 0.1

2,731.4

+ 0.8

Energisa Minas Gerais (EMG)

131.9

+ 1.0

127.0

+ 3.4

661.1

- 0.7

664.3

+ 0.9

Energisa Nova Friburgo (ENF)

27.2

+ 0.9

26.7

- 1.4

133.3

- 3.6

134.4

- 2.4

Energisa Sul-Sudeste (ESS)

360.2

+ 0.3

349.6

- 1.6

1,938.0

+ 0.6

1,932.7

+ 1.0

Total (Distribuidoras)

3,100.8

+ 4.2

3,078.4

+ 4.1

15,624.9

+ 2.5

15,603.0

+ 2.7

  1. In relation to the same period of 2021.

Note: data on electricity consumption by segment in each service area is available at ri.energisa.com.br

Further information and queries: ri@energisa.com.br

Investor Relations Newsletter - Jun 22, 2022 Edition

Total Losses (%)

Total Losses

2Q20

3Q20

4Q20

1Q21

2Q21

3Q21

4Q21

1Q22

Apr/22

May/22

ANEEL

% Injec ted Energy (12 meses)

EMG

10.22

9.91

9.64

9.99

9.39

9.43

9.24

9.05

8.92

8.71

10.93

ENF

4.22

4.13

4.07

4.09

3.83

3.75

3.73

3.76

3.67

3.57

5.15

ESE

10.61

10.6

10.53

10.77

10.26

10.23

10.16

10.25

10.24

10.34

10.57

EBO

6.43

6.33

6.36

6.45

6.27

6.21

6.11

6.04

5.94

6.06

6.11

EPB

13.68

13.51

13.53

13.52

13.05

13.07

12.78

12.71

12.65

12.60

13.07

EMT

13.84

14.20

14.28

14.21

13.76

13.48

13.62

13.76

13.97

13.73

13.56

EMS

13.06

12.93

13.11

13.06

12.34

12.42

12.32

11.84

12.42

11.88

12.91

ETO

13.00

12.74

12.45

13.02

12.39

11.92

12.13

11.70

12.05

11.68

13.73

ESS

6.47

6.68

6.47

6.81

6.31

6.20

6.05

5.67

5.92

5.73

6.81

ERO

27.58

27.15

26.68

26.49

24.97

24.65

24.27

23.48

23.52

23.06

22.53

EAC

19.17

19.32

18.23

17.83

16.75

16.44

16.47

15.95

15.86

15.23

19.90

Consolidated Energy

13.82

13.82

13.74

13.77

13.11

12.96

12.89

12.67

12.86

12.60

13.20

Notes: The percentages above were calculated based on unbilled sales. The A1 Free Market was included in the calculation of the Total Realized and Regulatory Loss.

Click herefor data by company in an Excel file.

2/1

Disclaimer

Energisa SA published this content on 24 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 June 2022 22:15:07 UTC.


© Publicnow 2022
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Financials
Sales 2022 23 799 M 4 676 M 4 676 M
Net income 2022 1 490 M 293 M 293 M
Net Debt 2022 19 738 M 3 878 M 3 878 M
P/E ratio 2022 -
Yield 2022 -
Capitalization 19 236 M 3 780 M 3 780 M
EV / Sales 2022 1,64x
EV / Sales 2023 1,61x
Nbr of Employees 16 737
Free-Float 20,4%
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