NYSE$CIG

Companhia Energetica de Minas Gerais-ADR · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Cemig reported solid results in Q2 2025, with higher adjusted EBITDA and net income driven by tariff adjustments and operational resilience despite market headwinds.

Cemig delivered strong adjusted earnings in Q2 2025, supported by improved tariff revenue and effective cost control. Despite a drop in IFRS net income due to one-off effects, the company showed solid operational performance and maintained a robust investment pace.

  • Adjusted EBITDA rose to R$2.21 billion from R$1.92 billion in Q2 2024.
  • Adjusted net income increased 16.6% to R$1.32 billion.
  • Revenue grew 14.3% YoY, reaching R$10.79 billion.
  • Submarket price differences and RBSE revision negatively impacted IFRS results.

Headline financials

Total Revenue

$1.96B

No prior period
EPS (adj)

$0.09

No prior period
Adjusted EBITDA

$2.21B

No prior period
Adjusted Net Income

$1.32B

No prior period
Net Debt to Adj. EBITDA

1.59

No prior period
Capex Q2

$2.75B

No prior period
Energy Distributed (MWh)

11.8B

No prior period
Employees

5.3K

No prior period
Net Income

$216M

No prior period
Operating Income

$391M

No prior period
Gross Profit

$391M

No prior period

Revenue & EPS history

Cemig · Revenue · Quarterly

$1.96B

Q2 2025
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Forward guidance

Cemig expects continued growth driven by infrastructure investments and operational efficiencies, but remains cautious about regulatory and market volatility.

Tailwinds

  • Strong investment momentum with over R$6.35B planned for FY25
  • Tariff adjustments to support margin expansion
  • Debt profile improved with longer maturities and AAA rating
  • Operational efficiencies below inflation rate
  • Growth in distributed generation and smart grid rollouts

Headwinds

  • Exposure to submarket price variations remains a risk
  • R$199M non-cash RBSE revision affected reported EBITDA
  • Industrial energy consumption declined due to migration
  • Elevated capex may pressure short-term cash flows
  • Negative contribution from trading segment due to spot price gaps

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+2.4%

Avg return

30 days after

51%

31 / 61 earnings

Positive

+7.3%

Q1 2022

Best reaction

-24.3%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.3%-6.1%-15.7%
Q4 2026+4.0%-1.9%-15.0%
Q2 2025-2.6%+1.5%+7.2%
Q4 2024-7.1%-7.6%-11.6%
Q3 2024+7.3%-1.5%-12.9%
Q1 2024-1.5%+1.6%-4.5%
Q4 2023-1.7%+0.0%-1.7%
Q3 2023-0.5%+1.2%-13.3%
Q2 2023-5.1%-6.6%-4.3%
Q1 2023-1.6%-1.2%-2.5%
Q4 2022-5.1%-1.5%+4.9%
Q3 2022+2.0%-1.0%+6.6%
Q1 2022+7.3%+13.4%-12.6%
Q4 2021-2.1%-7.1%+2.9%
Q3 2021+2.8%+0.8%+1.6%
Q2 2021+0.0%+2.4%+18.0%
Q1 2021+5.3%+7.1%+15.6%
Q4 2020-2.6%-1.0%-11.5%
Q3 2020+1.9%+4.9%-1.1%
Q2 2020+6.9%+3.5%+21.4%
Q1 2020-9.3%-14.0%+0.0%
Q4 2019+0.6%-2.3%+2.6%
Q3 2019+2.3%+1.5%-0.3%
Q2 2019+0.5%+1.8%-3.4%
Q1 2019-0.5%+1.7%+3.6%
Q4 2018+5.6%+5.1%+6.0%
Q3 2018+0.0%+27.5%+75.4%
Q2 2018+0.5%+3.3%+16.8%
Q1 2018-3.8%-5.0%-7.4%
Q4 2017+3.8%+1.5%+14.1%
Q3 2017-1.8%+1.4%-7.5%
Q2 2017+0.8%+0.8%+10.3%
Q1 2017-24.3%-24.5%-18.4%
Q4 2016-1.4%-25.8%-22.6%
Q3 2016+2.2%+2.3%+12.8%
Q2 2016+4.6%+10.0%+31.3%
Q1 2016-5.9%
Q4 2015-5.9%
Q3 2015+5.4%
Q2 2015-2.6%
Q1 2015+3.9%
Q4 2014-1.6%
Q3 2014-14.9%
Q1 2025
Q2 2014-3.1%
Q1 2014-1.7%
Q4 2013-1.7%
Q3 2013+2.1%
Q2 2013+0.3%
Q1 2013+0.2%
Q4 2012+4.3%
Q3 2012+0.2%
Q2 2012+3.5%
Q1 2001+3.8%
Q4 2011-1.2%
Q3 2011-6.1%
Q2 2011+1.1%
Q1 2011+5.1%
Q4 2010+2.0%
Q3 2010+3.1%
Q2 2010+1.2%
Q1 2010-0.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro