Companhia de Saneamento Basico do Estado de Sao Paulo. - ADR Aktie News

Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Q4 2023 Earnings Call Transcript

Privatization of Brazilian water management company Sabesp is progressing, with a likely completion by the first half of 2024. The regulatory terms of the privatization will determine the company's long-term efficiency and potential for growth. The optimistic scenario envisions efficiency gains and a potential EV/RAB increase to 1.5x, suggesting a substantial upside.

Companhia de Saneamento Básico do Estado de São Paulo - SABESP (NYSE:SBS ) Q3 2023 Earnings Conference Call November 10, 2023 9:00 AM ET Company Participants Luiz Roberto Tiberio - Superintendent of IR Andre Salcedo - CEO Catia Pereira - CFO and IRO Conference Call Participants Luiz Roberto Tiberio Good morning, everyone. Welcome to the Earnings Conference Call for SABESP for the Third Quarter.

Sabesp's significant steps toward privatization, including the approval of privatization guidelines and a follow-on model, have boosted confidence in the company's prospects. In Q2, Sabesp reported robust financial results, with recurring EBITDA increasing significantly year-over-year. Sabesp's current valuation, with the potential for reduced cost of capital and improved long-term operating pe...