NYSE$SBS

Cia de Saneamento Basico do Estado de Sao Paulo-ADR · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

SABESP reported strong Q2 2025 results with revenue and profitability significantly improving from the prior year.

SABESP delivered robust earnings in Q2 2025, driven by operational efficiency, tariff adjustments, and higher billed volumes. The company also recorded significant progress toward universalization goals and improved its financial metrics across the board.

  • Net income reached R$2.1 billion, significantly up from R$1.2 billion in Q2 2024
  • EPS increased to R$3.12 per share from R$1.77 a year ago
  • Revenue grew to R$6.8 billion, with solid contributions from billed volume and tariff adjustments
  • Investments totaled R$3.6 billion in the first half, advancing universalization goals

Headline financials

Total Revenue

$1.24B

Previous: $1.29B-4.4%
EPS (adj)

$0.57

Previous: $0.34+67.6%
Connections added

161.0K

No prior period
CapEx (1H25)

$3.6B

No prior period
Net Income

$384M

Previous: $232M+65.5%
Operating Income

$481M

Previous: $422M+14.0%

Revenue & EPS history

SABESP · Revenue · Quarterly

$1.24B

Q2 2025-4.4%vs Q2 2024
Beat estimate in 7 of 8 quarters(88%)
ActualEstimate

Revenue by segment

SABESP · $9.97B total across 2 segments · Q1 2026

  • Sanitation services
    $6.33B
  • Construction
    $3.63B

Forward guidance

SABESP remains focused on advancing its universalization plan and improving operational efficiencies. Tariff adjustments and cost control will be key levers moving forward, while macroeconomic conditions and exchange rate impacts remain risks.

Tailwinds

  • Continued investment in universalization efforts
  • Strong operational cost reductions
  • Growth in billed volume and customer base
  • Ongoing efficiency initiatives
  • Positive financial performance in Q2 setting momentum

Headwinds

  • Exposure to currency fluctuations on foreign debt
  • Macroeconomic uncertainty in Brazil
  • Ongoing high capital expenditure needs
  • Potential regulatory challenges
  • Impact of lower inflation on tariff adjustments

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

-1.1%

Avg return

5 days after

+1.8%

Avg return

30 days after

50%

24 / 48 earnings

Positive

+8.4%

Q1 2010

Best reaction

-19.6%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.1%-7.9%-16.4%
Q3 2026+1.3%+4.4%-3.7%
Q2 2025-4.5%-3.4%+3.3%
Q2 2024+8.4%+10.5%+3.9%
Q1 2024-3.6%-2.0%-11.5%
Q4 2023-0.4%-3.3%-0.6%
Q3 2023+5.2%+6.1%+16.9%
Q4 2022-4.1%+2.2%+2.2%
Q3 2022-2.9%+0.4%-3.1%
Q4 2021+0.3%-0.2%+2.7%
Q2 2021-4.3%-6.7%-3.6%
Q1 2021+6.1%+4.9%+2.5%
Q4 2020-1.5%+0.8%+6.9%
Q3 2020-5.0%-2.8%+8.6%
Q1 2020-0.9%+4.6%+62.6%
Q3 2019+3.9%-0.3%+15.4%
Q2 2019+3.6%-4.0%-8.1%
Q4 2018+3.5%+0.9%+13.2%
Q3 2018-5.3%-4.0%-3.1%
Q2 2018-8.6%-3.7%-12.2%
Q4 2017-11.1%-8.8%-12.7%
Q3 2017+3.5%+4.1%+9.2%
Q2 2017-8.6%-6.6%+2.1%
Q1 2017+2.7%+6.0%-3.3%
Q3 2016-19.6%-17.2%-17.7%
Q2 2016-0.4%-2.2%-5.9%
Q1 2016-2.3%
Q4 2015+5.0%
Q3 2015-0.6%
Q2 2015-2.4%
Q4 2014-10.4%
Q3 2014+1.0%
Q4 2013+3.6%
Q3 2013-0.6%
Q2 2013-1.7%
Q1 2013-3.8%
Q4 2012+1.1%
Q3 2012+1.0%
Q2 2012+2.2%
Q1 2012+4.6%
Q4 2011+1.8%
Q3 2011-1.3%
Q2 2011+2.2%
Q1 2011+3.2%
Q4 2010+2.2%
Q3 2010+4.8%
Q2 2010-0.3%
Q1 2010+8.4%
Q3 2009
Q4 2009

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