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Analysts

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OMV Petrom is covered by various financial analysts, who provide their own research analyses and earnings estimates in respect of the company.

On this page, we provide you with the list containing banks’ and institutions’ analysts, who regularly publish research reports on OMV Petrom, as well as their contact details, recommendations and target prices.

Furthermore, every quarter ahead of the earnings announcement, the Investor Relations (IR) department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company.

Company Analyst Contact Date of report Recommendation TP
Alpha Bank Ioana Andrei ioana.andrei@alphabank.ro 10.12.2024 Hold 0.800
BRD Groupe SG Laura Simion laura.simion@brd.ro n.a. n.a. n.a.
Concorde       Securities Mihaly Gajda m.gajda@con.hu 04.11.2024 Accumulate 0.803
Erste Bank Tamas Pletser Tamas.Pletser@ersteinvestment.hu 05.09.2024 Hold 0.810
PKO                   Securities Adam Milewicz

adam.milewicz@pkobp.pl

02.07.2024 Hold

0.780

ODDO BHF*

Oleg Galbur

Oleg.Galbur@oddo-bhf.com

06.08.2024 Hold

0.770

Swiss Capital* Daniela Mandru daniela.mandru@swisscapital.ro 05.08.2024

Neutral

0.772
Wood &        Company Jonathan Lamb

jonathan.lamb@wood.com

22.11.2024

Buy

0.860
Bank Pekao Krzysztof Koziel krzysztof.koziel@pekao.com.pl 06.12.2024 Sell 0.660
IPOPEMA*** Tomasz Kasowicz** tomasz.kasowicz@ipopema.pl 16.11.2023 Hold 0.499
        Average 0.7454
*Ex-special 2023 dividend TP ; **Analyst left, coverage in transition; ***Analyst expressly adjusted the TP on ex dividend dates  

Every quarter ahead of the earnings announcement, the Investor Relations department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company. These numbers become a proxy for what the market expects in terms of OMV Petrom’s results. For the fourth quarter of 2024, eight analysts contributed with estimates regarding financial results, and ten analysts with estimates regarding dividend per share. 

The consensus numbers for the Operating Result and net income attributable to stockholders are presented on a clean CCS (current cost of supply) basis. That means that they do not include any special items and Refining and Marketing inventory holding gains/losses (CCS effects).

Q4 2024:

In RON mn Median Min Max
Clean CCS Operating Result, thereof:

1,032

989

1,156

   Clean Operating Result Exploration and Production

598 529 629

   Clean CCS Operating Result Refining and Marketing

495

397

535

   Clean Operating Result Gas and Power

(56)

(106) (30)

Clean CCS net income attributable to stockholders

889 874 997
Cash flow from operating activities 1,582 798 1,930
Dividend per share total, of which: 0.0645 0.0525 0.0754
Base dividend 0.0450 0.0425 0.0454
Special dividend 0.0195 0.0100 0.0300

As of January 28, 2025

Disclaimer:

This document has been issued by OMV Petrom (“the Company”) for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The Company does not endorse them. Such estimates and forecasts cannot be independently verified due to their subjective character. The Company gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness. Reference to assessments serves only for reader information and is non-binding. This document does not imply that the Company subscribes to these opinions or conclusions in any form whatsoever, or that the Company supports or confirms them. The Company accepts no liability for the selection, current relevance, completeness or correctness of the analysts’ assessments reproduced here. None of the information provided is to be understood as an offer for purchase of OMV Petrom securities, or to be advertising same. Any liability on the part the Company for losses incurred by third parties arising from the information contained on this Internet site is precluded.