Endesa, S.A. (ELE) Earnings Call Transcripts

Endesa, S.A.'s Latest Earnings Call - May 14, 2026

In the Q1 2026 earnings call for Elemental Royalty Corporation, management announced a strategic acquisition of Vizsla Royalties, which is expected to significantly enhance Elemental's portfolio with the addition of the Panuco silver-gold project. The acquisition is valued at approximately CAD 327 million and is anticipated to close in Q3 2026, pending regulatory approvals. Management provided guidance for 2026 GEO sales, projecting an increase to 17,000 to 21,000 ounces, which reflects a positive outlook for revenue growth driven by the new asset.

Reported metrics

Guidance from management

Management maintained a positive outlook for 2026, projecting GEO sales of 17,000 to 21,000 ounces, reflecting growth driven by the Panuco acquisition. The guidance indicates a meaningful uplift in revenue visibility and production potential.

What management said

Thank you. I'd like to take this opportunity to say a vote of appreciation and thanks to the Board of Directors of Vizsla Royalties. Their shareholders and the management team. It's been a delight to work with everyone to advance this transaction, which I believe clearly will further Elemental Royalties transformation into a premier mid-tier company. It's great to have the opportunity to add a meaningful cornerstone ...

Thank you, Mike. And we might actually just while we're on the topic here, pass the next one to you as well, which is really just an update on the expected catalyst for Panuco over the next 12 months? And any updates on the timing for permits in Mexico and the status of that?

What analysts pressed on

Analysts expressed concerns regarding the regulatory approval process and the timeline for the Panuco project's development. There were questions about potential risks associated with the acquisition and the ability to meet production targets as planned.

Main topics on the call

• Acquisition of Vizsla Royalties — Elemental Royalty is acquiring Vizsla Royalties, which includes a 2% to 3.5% NSR royalty over the Panuco silver-gold project. This acquisition is expected to enhance Elemental's revenue visibility and diversify its asset...
• Increased Silver Exposure — The acquisition adds significant silver exposure to Elemental's portfolio, which is crucial given the rising industrial demand for silver. Cole emphasized, 'The long-term outlook for silver demand is robust with industri...
• Production Guidance — Management upgraded 2026 guidance to 17,000 to 21,000 GEOs, reflecting a strong growth trajectory. This is a significant increase from the previous year, with the CEO noting, 'Panuco's first production is targeted still ...
• Transaction Mechanics — The acquisition allows Vizsla shareholders to elect to receive Elemental shares, cash, or a combination, providing flexibility and a premium valuation. The total consideration is approximately CAD 327 million, with a cas...

Read the full Endesa, S.A. transcript (May 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 41 Endesa, S.A. earnings call transcripts on record, spanning February 25, 2020 to July 29, 2026. Based on this history, Endesa, S.A. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ELE

Exchange

BME

Country

ES

Sector

Utilities

Industry

Electric Utilities

Calls on record

41

First call

February 25, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly