CEEB3.SA(CEEB3.SA)

$45.31—

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CEEB3.SA(CEEB3.SA)

SAO

$45.31—

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CEEB3.SA(CEEB3.SA)

CEEB3.SA

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7/4/26

COMPANHIA DE ELETRICIDADE DO ESTADO DA BAHIA - COELBA (CEEB3.SA)

Saturday

10:59 PM

Thesis: Strong demand growth and potential regulatory support for tariff increases are driving a positive sentiment shift among investors.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$16.5B	$18.4B
Rev. Growth	+9.0%	+11.2%
EPS	$6.90	$7.46
EPS Growth	-1.7%	+8.1%
P/E	6.6×	6.1×

What’s Driving the Stock

1COELBA's customer base has grown by 5% YoY, indicating strong demand for electricity in the region.
2Operational efficiency initiatives have reduced costs by 3% over the past year, enhancing margins.
3Recent regulatory discussions suggest potential tariff increases, which could boost revenue.
4Investment in renewable energy sources is expected to reduce operational costs by 10% over the next five years.
5Transition to renewable energy sources
6Digital transformation in utility operations
7Changes in regulatory tariffs affecting electricity pricing
8Fluctuations in demand for electricity driven by economic activity in Bahia

FY2025 Snapshot

Revenue: $18.4B
Rev. Growth: +11.2%
Gross Margin: 28.5%
Op. Margin: 23.5%
Net Margin: 10.6%
Net Income: $2.0B
NI Growth: +8.1%
EPS: $7.46
1Y Return: +44.8%

CEEB3.SA Chart

My Notes

"Management noted, 'We are well-positioned to capitalize on the growing demand for electricity in Bahia.'"
Moat: COELBA's regulatory framework and established customer base provide a durable competitive advantage.
dividend - COELBA's stable cash flows and attractive free cash flow yield (25.4%) appeal to income-focused investors.
Rising interest rates can increase COELBA's financing costs for infrastructure projects…
Watch on earnings: Regulatory tariff adjustments, Electricity demand growth in Bahia, Operational efficiency metrics (e.g., cost per kilowatt-hour).

One Sentence Summary:

Companhia de Eletricidade do Estado da Bahia - COELBA: the setup is constructive — coelba's customer base has grown by 5% yoy, indicating strong demand for electricity in the region.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

6.6×

6.1×

What’s Driving the Stock

1COELBA's customer base has grown by 5% YoY, indicating strong demand for electricity in the region.

2Operational efficiency initiatives have reduced costs by 3% over the past year, enhancing margins.

3Recent regulatory discussions suggest potential tariff increases, which could boost revenue.

4Investment in renewable energy sources is expected to reduce operational costs by 10% over the next five years.

5Transition to renewable energy sources

6Digital transformation in utility operations

7Changes in regulatory tariffs affecting electricity pricing

8Fluctuations in demand for electricity driven by economic activity in Bahia

My Notes

"Management noted, 'We are well-positioned to capitalize on the growing demand for electricity in Bahia.'"

Moat: COELBA's regulatory framework and established customer base provide a durable competitive advantage.

dividend - COELBA's stable cash flows and attractive free cash flow yield (25.4%) appeal to income-focused investors.

Rising interest rates can increase COELBA's financing costs for infrastructure projects…

Watch on earnings: Regulatory tariff adjustments, Electricity demand growth in Bahia, Operational efficiency metrics (e.g., cost per kilowatt-hour).