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June 2025 Investor Presentation – YPF

YPF · Jun 2, 2025 · 22 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. June 2025 Investor Presentation – YPF – slide 1
    INVESTOR PRESENTATION JUNE 2025 Documento: YPF-Privado
  2. June 2025 Investor Presentation – YPF – slide 2
    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…
  3. June 2025 Investor Presentation – YPF – slide 3
    AGENDA 01. COMPANY OVERVIEW 02. UPSTREAM 03. DOWNSTREAM 04. LATEST FINANCIAL RESULTS Documento: YPF-Privado
  4. June 2025 Investor Presentation – YPF – slide 4
    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…
  5. June 2025 Investor Presentation – YPF – slide 5
    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,…
  6. June 2025 Investor Presentation – YPF – slide 6
    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…
  7. June 2025 Investor Presentation – YPF – slide 7
    PROFITABILITY OF OUR MAIN AFFILIATES EQUITY STAKE EQUITY STAKE EQUITY STAKE EQUITY STAKE EQUITY STAKE 50% 38% 75% 37% 70% EBITDA (US ) (1) EBITDA (US ) (1) EBITDA (US ) (1) EBITDA (US ) (1) EBITDA (US ) (1) 225 mn 175 mn…
  8. June 2025 Investor Presentation – YPF – slide 8
    AGENDA 01. COMPANY OVERVIEW 02. UPSTREAM 03. DOWNSTREAM 04. LATEST FINANCIAL RESULTS Documento: YPF-Privado
  9. June 2025 Investor Presentation – YPF – slide 9
    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% %…
  10. June 2025 Investor Presentation – YPF – slide 10
    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…
  11. June 2025 Investor Presentation – YPF – slide 11
    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…
  12. June 2025 Investor Presentation – YPF – slide 12
    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…
  13. June 2025 Investor Presentation – YPF – slide 13
    AGENDA 01. COMPANY OVERVIEW 02. UPSTREAM 03. DOWNSTREAM 04. LATEST FINANCIAL RESULTS Documento: YPF-Privado
  14. June 2025 Investor Presentation – YPF – slide 14
    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).…
  15. June 2025 Investor Presentation – YPF – slide 15
    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…
  16. June 2025 Investor Presentation – YPF – slide 16
    AGENDA 01. COMPANY OVERVIEW 02. UPSTREAM 03. DOWNSTREAM 04. LATEST FINANCIAL RESULTS Documento: YPF-Privado
  17. June 2025 Investor Presentation – YPF – slide 17
    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…
  18. June 2025 Investor Presentation – YPF – slide 18
    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…
  19. June 2025 Investor Presentation – YPF – slide 19
    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…
  20. June 2025 Investor Presentation – YPF – slide 20
    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…
  21. June 2025 Investor Presentation – YPF – slide 21
    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…
  22. June 2025 Investor Presentation – YPF – slide 22
    Documento: YPF-Privado

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