Skip to main content April 2025 Investor Presentation – YPF | Shale Experts
Loading...
Pm

April 2025 Investor Presentation – YPF

YPF · Apr 11, 2025 · 43 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. April 2025 Investor Presentation – YPF – slide 1
    APRIL 11, 2025 Documento: YPF-Privado
  2. April 2025 Investor Presentation – YPF – slide 2
    YPF IR DAY 2025 / DISCLAIMER AND FORWARD-LOOKING STATEMENTS Additional information about YPF S.A., a sociedad annima organized under the laws of Argentina (the Company or YPF) can be found in the Investors section on the website at…
  3. April 2025 Investor Presentation – YPF – slide 3
    IR DAY APRIL 11, 2025 SPEAKER 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE HORACIO 06. 5-YEAR OUTLOOK MARIN 07. FINAL REMARKS CHAIRMAN & CEO 10:30 to 11:30…
  4. April 2025 Investor Presentation – YPF – slide 4
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  5. April 2025 Investor Presentation – YPF – slide 5
    YPF IR DAY 2025 / COMPANY OVERVIEW RESULTS DRIVEN UPSTREAM MAIN GOAL VERY FOCUSED MANAGEMENT PURE SHALE EFFICIENCY FOCUS ON PROFITABILITY COMPANY PROGRAM & VALUE CREATION FOR NEW PRODUCTION MATRIX RTIC / TOYOTA WELL / SHAREHOLDERS…
  6. April 2025 Investor Presentation – YPF – slide 6
    YPF IR DAY 2025 / COMPANY OVERVIEW FULLY INTEGRATED LEADING ENERGY COMPANY IN ARGENTINA O&G EXPORT UPSTREAM DOWNSTREAM PROJECTS 2024 2024 OIL PRODUCTION REFINING CAPACITY 120 KBBL/D IN VMOS 257 KBBL/D +300 KBBL/D (INITIAL…
  7. April 2025 Investor Presentation – YPF – slide 7
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  8. April 2025 Investor Presentation – YPF – slide 8
    YPF IR DAY 2025 / ARGENTINA MACRO 01. SUCCESSFUL ECONOMIC PROGRAM YPFS STOCK PRICE 02. YPF 4X4 MORE THAN TRIPLED MAIN DRIVERS 03. MAJOR CHANGE IN MANAGEMENT AND OBJECTIVES IN A YEAR 04. COMMUNICATION HEADLINE INFLATION MOM [%] -…
  9. April 2025 Investor Presentation – YPF – slide 9
    YPF IR DAY 2025 / ARGENTINA MACRO OIL AND GAS PRODUCTION ENERGY EXPORTS. AND FORECAST 2030+ ARGENTINA AND YPF NET O&G GAS PRODUCTION MBOE/D BUSD ARGENTINA OIL YPF NET (RIGHT AXIS) GROWTH HAS REVERTED ENERGY 4,0 45 12 FORECAST…
  10. April 2025 Investor Presentation – YPF – slide 10
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  11. April 2025 Investor Presentation – YPF – slide 11
    YPF IR DAY 2025 ESTIMATED ULTIMATE RECOVERY (OIL) ESTIMATED ULTIMATE RECOVERY (GAS) DESPITE EARLY BARRELS MILLION CUBIC FEET STAGE OF PERMIAN MIDLAND DEVELOPMENT, PERMIAN DELAWARE NEW MEXICO VACA MUERTA PERMIAN DELAWARE TEXAS EAGLE…
  12. April 2025 Investor Presentation – YPF – slide 12
    YPF IR DAY 2025 / VACA MUERTA OPERATOR YPF OIL CORE-HUB (1) USD/BBL YPF OIL WELLS IN NON-OPERATOR VACA MUERTA (2) EXPLORATION DEVELOPMENT COST LIFTING COST PEAK IP 60&90 (KBBL/D) 1.3 2.0 19.7 41% CONDENSATE EUR (MBBL) 1.2 1.6…
  13. April 2025 Investor Presentation – YPF – slide 13
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  14. April 2025 Investor Presentation – YPF – slide 14
    YPF IR DAY 2025 STRATEGIC PILLARS 01 02 03 04 FOCUS ON ACTIVE MAXIMIZE ARGENTINA OUR MOST PORTFOLIO UPSTREAM AND LNG PROJECT PROFITABLE MANAGEMENT DOWNSTREAM BUSINESS EFFICIENCY VACA MUERTA SHORT TERM SHORT AND SHORT AND…
  15. April 2025 Investor Presentation – YPF – slide 15
    YPF IR DAY 2025 STRATEGIC PILLARS / ACHIEVEMENTS SO FAR 01 02 03 04 FOCUS ON OUR MOST ACTIVE PORTFOLIO MAXIMIZE UPSTREAM ARGENTINA PROFITABLE BUSINESS MANAGEMENT AND DOWNSTREAM LNG PROJECT VACA MUERTA EFFICIENCY 1 SHALE OIL…
  16. April 2025 Investor Presentation – YPF – slide 16
    YPF IR DAY 2025 STRATEGIC PILLARS / 5-YEAR PLAN 01 02 03 04 FOCUS ON ACTIVE MAXIMIZE ARGENTINA OUR MOST PORTFOLIO UPSTREAM AND LNG PROJECT PROFITABLE MANAGEMENT DOWNSTREAM BUSINESS EFFICIENCY VACA MUERTA SHORT TERM SHORT AND…
  17. April 2025 Investor Presentation – YPF – slide 17
    YPF IR DAY 2025 / YPF 4X4 LUJAN DE CUYO MAKING PROGRESS IN MIDSTREAM REFINERY OIL EXPANSION PROJECTS CAPACITY: 115 KBBL/D YPF OIL PIPELINE LA PLATA VMOS TRANSANDEAN REFINERIES OLDELVAL REFINERY MENDOZA CAPACITY: 190…
  18. April 2025 Investor Presentation – YPF – slide 18
    YPF IR DAY 2025 SHALE OIL NET PRODUCTION WELL OPERATOR 470 INVENTORY(1) NON-OPERATOR SHALE OIL KBBL/D 5-Y PLAN 445 NORTH HUB EXPLORATION OTHERS CONDENSATE NORTH HUB 6.4 K SOUTH HUB 375 16% CORE HUB NON- OIL WINDOW 7% 290…
  19. April 2025 Investor Presentation – YPF – slide 19
    YPF IR DAY 2025 STRATEGIC PILLARS / 5-YEAR PLAN 01 02 03 04 FOCUS ON ACTIVE MAXIMIZE ARGENTINA OUR MOST PORTFOLIO UPSTREAM AND LNG PROJECT PROFITABLE MANAGEMENT DOWNSTREAM BUSINESS EFFICIENCY VACA MUERTA SHORT TERM SHORT AND…
  20. April 2025 Investor Presentation – YPF – slide 20
    YPF IR DAY 2025 / YPF 4X4 MENDOZA RO NEGRO EXIT PROGRAM MENDOZA MENDOZA MATURE FIELDS SEAL PICADA ESTACIN NORTH SOUTH PUNTA BARDA FERNANDEZ ORO MENDOZA RO NEGRO 6 BLOCKS + NEUQUN 6 BLOCKS + NEUQUN 1 BLOCK 1 BLOCK LLANCANELO 2…
  21. April 2025 Investor Presentation – YPF – slide 21
    YPF IR DAY 2025 / YPF 4X4 2024 LIFTING COST USD/BOE EXIT PROGRAM PROCESS MATURE FIELDS WITHOUT WITH MATURE FIELDS WITHOUT MATURE FIELDS PURE SHALE PRECEDENTS 50% CONV. 50% SHALE 30% CONV. 70% SHALE 100% SHALE IN ARGENTINA 28 16 17…
  22. April 2025 Investor Presentation – YPF – slide 22
    YPF IR DAY 2025 STRATEGIC PILLARS / 5-YEAR PLAN 01 02 03 04 FOCUS ON ACTIVE MAXIMIZE ARGENTINA OUR MOST PORTFOLIO UPSTREAM AND LNG PROJECT PROFITABLE MANAGEMENT DOWNSTREAM BUSINESS EFFICIENCY VACA MUERTA SHORT TERM SHORT AND…
  23. April 2025 Investor Presentation – YPF – slide 23
    YPF IR DAY 2025 / YPF 4X4 RTIC REAL TIME INTELLIGENCE CENTER HIGHLY EFFICIENT OPERATIONS REAL TIME AGILE DECISIONS CENTRALIZATION Documento: YPF-Privado
  24. April 2025 Investor Presentation – YPF – slide 24
    YPF IR DAY 2025 / YPF 4X4 MAIN TOYOTA WELL(1) UPSTREAM ENABLERS RESULTS EFFICIENCY LEAD TIME LEAD TIME WELL CHALLENGE 312 DAYS PER PAD OF 4 WELLS 215 PRODUCTION LINE 170 (2023 2029) RTIC 2023 2025E 2029E 45.5% TOYOTA WELL…
  25. April 2025 Investor Presentation – YPF – slide 25
    YPF IR DAY 2025 / YPF 4X4 DOWNSTREAM BY 2024 BY 2027 EFFICIENCY CHALLENGE 40% +90% TOYOTA REFINERY 266 MUSD RECURRING + 139 MUSD 6 NON-RECURRING 2.4 USD/BBL 800 MUSD USD/BBL ASPIRATIONAL RECURRING 2024-2029 RECURRING…
  26. April 2025 Investor Presentation – YPF – slide 26
    YPF IR DAY 2025 STRATEGIC PILLARS / 5-YEAR PLAN 01 02 03 04 FOCUS ON ACTIVE MAXIMIZE ARGENTINA OUR MOST PORTFOLIO UPSTREAM AND LNG PROJECT PROFITABLE MANAGEMENT DOWNSTREAM BUSINESS EFFICIENCY VACA MUERTA SHORT TERM SHORT AND…
  27. April 2025 Investor Presentation – YPF – slide 27
    YPF IR DAY 2025 / YPF 4X4 ARGENTINA TOLLING SYSTEM NEW BUILDS LNG TOTAL CAPACITY ARGENTINA LNG 1 ARGENTINA LNG 2 ARGENTINA LNG 3 28 MTPA MTPA MTPA MTPA POTENTIAL 6 (2027-2028) 10 (2029-2030) 12 (2028-2029) OFFTAKE(1) 2…
  28. April 2025 Investor Presentation – YPF – slide 28
    YPF IR DAY SHALE GAS NET PRODUCTION WELL OPERATOR INVENTORY(1) NON-OPERATOR SHALE GAS MM3/D 65 EXPLORATION 5-Y PLAN CONDENSATE FEED GAS LNG 8.8 K REGIONAL EXPORT 49 LOCAL 45 OIL WINDOW GAS WINDOW 30 NON- 70% 5.1 K 28…
  29. April 2025 Investor Presentation – YPF – slide 29
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  30. April 2025 Investor Presentation – YPF – slide 30
    YPF IR DAY 2025 GUIDANCE 2025 CAPEX SHALE OIL PRODUCTION 190 US BILLION KBBL / DAY DEC-25 5.0 5.0 5.2 66% SHALE 122 160+ 2025 FORMER 165+ 2025 UPDATED 2024 FY 2025 GUIDANCE 2024 FY GUIDANCE GUIDANCE ADJ. EBITDA US…
  31. April 2025 Investor Presentation – YPF – slide 31
    YPF IR DAY 2025 International notes due 2025 KEY FINANCIAL PRINCIPAL AMORTIZATION PROFILE DEBT MATURITY PROFILE Already paid notes DEBT METRICS MUSD YPF New local bonds RESILIANCE 2,091 New XXXIV Notes Other international debt…
  32. April 2025 Investor Presentation – YPF – slide 32
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  33. April 2025 Investor Presentation – YPF – slide 33
    YPF IR DAY 2025 Documento: YPF-Pblico GROSS PRODUCTION OUTLOOK POSITIONING AS PURE SHALE PLAYER OIL (GROSS) GAS (GROSS) TOTAL HYDROCARBON PRODUCTION (GROSS) KBBL/D MM3/D 820 KBOE/D 2,085 CONVENTIONAL LNG 174 NGL SHALE…
  34. April 2025 Investor Presentation – YPF – slide 34
    YPF IR DAY 2025 Documento: YPF-Pblico NET PRODUCTION OUTLOOK POSITIONING AS PURE SHALE PLAYER OIL PRODUCTION KBBL/D GAS PRODUCTION MM3/D TOTAL HYDROCARBON PRODUCTION 14% 14% 19% 25% 39% 45% 48% 5% 6% 7% 8% 29% 31% 40% KBOE/D OIL…
  35. April 2025 Investor Presentation – YPF – slide 35
    YPF IR DAY 2025 CAPEX (1) Feed Gas LNG Other LIFTING & OPEX LIFTING COST UP (USD/BOE) Downstream Upstream OPEX DW (2) (USD/BBL) YPF 5-Y BUSD CAPEX & OPEX 6.8 6.4 6.5 0.9 12 5.6 1.0 0.8 5.4 6 5.0 5 5 5 5 0.5 0.7 0.7 0.8 0.7 0.9…
  36. April 2025 Investor Presentation – YPF – slide 36
    YPF IR DAY 2025 YPF BASE CASE: SHALE OIL PLAY BUSD 11.0 11.1 YPF 5-Y & EBITDA & CAPEX PRO-FORMA 9.4 FINANCIALS 7.8 EBITDA 6.2 5.9 5.3 5.0 5.5 5.4 5.6 CAPEX 4.7 FCF 2025E EBITDA CAPEX 2026E EBITDA CAPEX 2027E EBITDA CAPEX…
  37. April 2025 Investor Presentation – YPF – slide 37
    YPF IR DAY 2025 YPF BASE CASE: SHALE OIL PLAY BUSD 12.3 BRENT EBITDA & CAPEX 10.6 11.0 5-Y BRENT SENSITIVITY 9.4 9.6 SENSITIVITY ANALYSIS 8.8 8.3 IN USD/BBL 7.8 8.2 7.0 6.9 7.1 BRENT 80 VACA MUERTA 5.9 5.9 6.2 5.5 5.9 5.4…
  38. April 2025 Investor Presentation – YPF – slide 38
    YPF IR DAY 2025 YPF LNG BUSD YPF 5-Y & 5 RIGI PRO-FORMA FUNDAMENTALS SUPER MAJOR PARTNERS FINANCIALS FIRST CLASS OFFTAKERS VACA MUERTA ACRES QUALITY, EBITDA COMPETITIVENESS & MATERIALITY CAPEX FCF 70% PROJECT FINANCE…
  39. April 2025 Investor Presentation – YPF – slide 39
    YPF IR DAY 2025 YPF PROFORMA: SHALE OIL PLAY & LNG BUSD 12.1 11.4 YPF 5-Y & EBITDA & CAPEX 9.9 PRO-FORMA FINANCIALS 7.8 6.4 6.5 6.8 EBITDA 6.2 5.3 5.0 5.6 5.2 CAPEX FCF 2025E EBITDA CAPEX 2026E EBITDA CAPEX 2027E…
  40. April 2025 Investor Presentation – YPF – slide 40
    IR DAY APRIL 11, 2025 9:30 to 10:30 PRESENTATION 01. COMPANY OVERVIEW 02. ARGENTINA MACRO 03. VACA MUERTA 04. YPF 4X4 05. 2025 GUIDANCE 06. 5-YEAR OUTLOOK 07. FINAL REMARKS 10:30 to 11:30 Q&A Documento: YPF-Privado
  41. April 2025 Investor Presentation – YPF – slide 41
    YPF IR DAY 2025 / FINAL REMARKS TOP 10 SHALE PLAYER WORLDWIDE INTEGRATED WORLD-CLASS 1 EXPORTER SUSTAINABLE UNCONVENTIONAL DOWNSTREAM OF ARGENTINA LONG-TERM COMPANY PERFORMER POSITIVE FCF VOLUME MARKET LEADER GENERATOR & EFFICIENCIES…
  42. April 2025 Investor Presentation – YPF – slide 42
    IR DAY QUESTION & ANSWERS Documento: YPF-Privado
  43. April 2025 Investor Presentation – YPF – slide 43
    Documento: YPF-Privado

From the store

Browse maps, data & reports in the Shale Experts store