Seplat Energy Plc (SEPL) Earnings Call Transcripts

Seplat Energy Plc's Latest Earnings Call - May 20, 2026

In the earnings call held on May 20, 2026, Seplat Energy Plc reported significant growth in revenue and profit for the fiscal year 2025. Revenue surged to GBP 4.1 trillion, reflecting a 50% increase, while profit rose by 16.22% to GBP 241.6 billion. Management reiterated their commitment to a five-year investment plan of USD 3 billion, aiming to boost production capacity and return at least USD 1 billion in dividends to shareholders. The company also declared a final dividend of USD 0.05 per share and a special dividend of USD 0.033 per share, signaling strong cash flow and a commitment to shareholder returns.

Reported metrics

Guidance from management

Management maintained their five-year plan to invest USD 3 billion and return at least USD 1 billion in dividends to shareholders, emphasizing a commitment to growth and operational efficiency.

What management said

Good morning, distinguished ladies and gentlemen. I welcome all of you to the 13th Annual General Meeting of Seplat Energy Plc. Based on the information provided by the registrars and confirmed by the Company Secretary, there is a quorum for this Annual General Meeting. I hereby declare the meeting open. Before we commence the business for today, can we have the national anthem, please? [Presentation]

Thank you very much. And that was Mr. Rowan Hamza. Thank you very much. In line with Section 382 of CAMA 2020, I will now call on the representative of PwC to present the report for the year ended 31st December 2025.

What analysts pressed on

Analysts expressed concerns regarding the reliability of reserve estimates and the need for more gas reserves. There were also questions about the impact of global events, such as the Iran conflict, on operations and pricing.

Main topics on the call

• Revenue Growth — Seplat Energy reported a revenue increase of over 50% to GBP 4.1 trillion for the fiscal year 2025. Management stated, 'Our vision for growth is set; our resources are secured, and we are fully focused on execution.'
• Profit Increase — The company's profit for the year increased by 16.22% to GBP 241.6 billion, up from GBP 27.8 billion in 2024. This performance was highlighted as 'highly commendable' given the operational challenges in the sector.
• Dividend Declaration — Seplat declared a final dividend of USD 0.05 per share and a special dividend of USD 0.033 per share, totaling NGN 113.78 per share. Management emphasized the importance of returning capital to shareholders.
• Future Investment Plans — The company plans to invest USD 3 billion over the next five years to increase production capacity to 200,000 barrels of oil equivalent per day. Management stated, 'These targets represent, on average, a tripling of what...

Read the full Seplat Energy Plc transcript (May 20, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 Seplat Energy Plc earnings call transcripts on record, spanning March 23, 2020 to July 30, 2026. Based on this history, Seplat Energy Plc reports semi-annually. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SEPL

Exchange

LSE

Country

GB

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

21

First call

March 23, 2020

Most recent

July 30, 2026

Reporting cadence

semi-annually