INVESTOR PRESENTATION JUNE 2025 Documento: YPF-Privado
IMPORTANT NOTICE 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 www.ypf.com. This presentation does not…
LARGEST AND LEADING COMPANY IN ARGENTINA YPF KEY FINANCIAL FIGURES (1) Source: YPFs Earnings Releases, Financial Statements and Presentations. In billion US, unless noted otherwise., LTM as of 1Q25. (2) According to new definition…
INTEGRATED YPF IR DAY ACROSS THE ENTIRE VALUE CHAIN CRUDE PRODUCTION DOMESTIC REFINING MARKET DOMESTIC 81% Domestic prices aligned OIL 261 305 MARKET to IP (gasoline and diesel) 87% 89% 18% International prices (jet fuel,…
ESG PERFORMANCE DEEPENING THE PATH TO LOW-CARBON ENERGY PRODUCTION AS WE CONTINUE FOCUSING ON OUR SHALE OPERATIONS AND GROWING OUR RENEWABLE PORTFOLIO BREAKDOWN OF GHG INTENSITY OF SCOPE 1+2 GHG EMISSIONS UPSTREAM (2) EMISSIONS…
LARGEST YPF IR DAYHYDROCARBON PRODUCER IN THE COUNTRY UPSTREAM PORTFOLIO (1) PRODUCTION (2) Market share breakdown (%) DOMINANT A NOROESTE TOTAL Others UPSTREAM PRODUCTION: 32% 3.3 mm boe POSITION WITH % LIQUIDS: 11% %…
OPERATIONAL PERFORMANCE TOTAL PRODUCTION NGL Natural Gas Crude Oil NET SHALE PRODUCTION (1) Shale Oil Shale Gas % Shale / Total KBOE/D KBBL/D & KBOE/D LARGEST +8% +1.7x +1.3x O&G PRODUCER WITH SHALE 40% 46% 53% 55% 58% 135 147…
OPERATIONAL PERFORMANCE OIL GAS SHALE OIL VACA MUERTAS TOTAL ACREAGE OPERATOR 5-Y WE ARE STILL PLAN AND YPFS SHARE 3.0 NON-OPERATOR AT AN EARLY MILLION ACRES 2.6 STAGE OF EXPLORATION 1.6 CORE HUB DEVELOPMENT VM ACREAGE 1.2…
UPSTREAM P1 RESERVES TOTAL P1 RESERVES GREW BY 2% DRIVEN BY THE EXTENSIONS IN OUR SHALE ASSETS, MORE THAN OFFSETING CONVENTIONAL DECREASE EVOLUTION OF HYDROCARBON PROVED RESERVES Vaca Muerta EVOLUTION OF HYDROCARBON PROVED RESERVES…
LEADING YPF IR DAYDOWNSTREAM PLAYER IN ARGENTINA REFINING DOWNSTREAM PORTFOLIO A LUJN DE CUYO Over 50% of Argentinas refining capacity, CAPACITY: operating 3 wholly-owned refineries with 114 Kbbl/d 337.9 Kbbl/d capacity (2)(3).…
OPERATIONAL PERFORMANCE SALES OF REFINED PRODUCTS Exports Other Local PRICES Brent Medanito Fuels Jet Fuel Gasoline Mm M3 LEADING PLAYER US/BBL Diesel IN THE LOCAL 111 111 105 99 DOWNSTREAM 19.2 19.8 19.2 19.2 80 SEGMENT…
1Q25 EARNINGS RESULTS Notes: (1) Adjusted EBITDA = EBITDA that excludes IFRS 16 and IAS 29 effects +/- one-off items (2) FCF = Cash flow from Operations less capex (investing activities), M&A (investing activities), and interest and…
1Q25 / UPSTREAM OPERATING PERFORMANCE TOTAL PRODUCTION KBOE/D NGL Natural Gas Crude Oil CRUDE OIL PRODUCTION KBBL/D Conventional + Tight Shale TOTAL PRODUCTION SHALE / 49% 55% 58% MATURE 27 41 36 FIELDS BOOSTED BY SHALE TOTAL…
1Q25 / UPSTREAM SHALE OPERATING PERFORMANCE (2) 4 blocks (at W/I): Loma Campana (50%), GROSS UNCONVENTIONAL 2025 EST.(1) TOTAL OIL GROSS NET SHALE OIL PRODUCTION La Amarga Chica (50%), Bandurria Sur DRILLING: 205 (190 OP & 15…
1Q25 / DOWNSTREAM OPERATING PERFORMANCE DOMESTIC NET FUEL PRICE VS. IMPORT PARITY DOMESTIC LOCAL FUELS DEMAND Gasoline GAP BETWEEN Diesel US/M3 & % Gap % Local Fuels Import Parity KM3 LOCAL FUEL 3,577 900 3,489 3,405 PRICES…
1Q25 / CONSOLIDATED FINANCIAL RESULTS NEGATIVE FREE CASH FLOW, AS EXPECTED, PRIMARILY ON THE BACK OF FULLY DEPLOYED CAPEX, MATURE FIELDS & M&A, WHILE SUCCESSFULLY RESCHEDULING DEBT AMORTIZATION PROFILE Notes: (1) Approximation of…