The strong H1 results and continued automatic application of the Five-year Rate Review provide a clear positive catalyst. Traders should monitor the next quarterly update for sustained margin improvement and further rate adjustments. The high investment level signals management's confidence in the regulatory framework.
Price Chart
Executive Summary
EDENOR reported H1 2026 results with EBITDA of ARS 313,747 million and a net profit of ARS 157,132 million, driven by electricity rate adjustments and cost controls. The distribution margin improved 7% YoY, and the company invested ARS 162,904 million in Q2 2026. The Board formally approved the interim financial statements. The results reflect strong operational and financial momentum under the Five-year Electricity Rate Review framework.
Key Facts
- EBITDA of ARS 313,747 million for H1 2026
- Net profit of ARS 157,132 million for H1 2026
- Distribution margin improved 7% YoY
- Q2 2026 investments of ARS 162,904 million
- Electricity sales of 11,630 GWh in Q2 2026
- Customer base reached 3.41 million
- Energy losses (TAM) at 15.8% as of June 2026
- Five-year Electricity Rate Review continues to be applied monthly since 2025
- Board formally approved the interim financial statements on August 10, 2026
Financial Impact
EBITDA of ARS 313,747 million and net profit of ARS 157,132 million for H1 2026; Q2 investments of ARS 162,904 million
Risk Factors
- Argentine peso inflation and FX volatility could erode reported ARS-denominated earnings
- Regulatory risk if the Five-year Rate Review is modified or delayed
- Energy losses at 15.8% remain elevated and could pressure margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (EDN) — Batch item 1 | 0001292814-26-004183 |
| Document: 0001292814-26-004183-index-headers.html | 0001292814-26-004184 |
| Document: 0001292814-26-004183-index.html | 0001292814-26-004183 |
| Document: 0001292814-26-004183.txt | 0001292814-26-004183 |
| 6-K Filing (EDN) — Batch item 5 | 0001292814-26-004184 |
| Document: 0001292814-26-004184-index-headers.html | 0001292814-26-004183 |
| Document: 0001292814-26-004184-index.html | 0001292814-26-004183 |
| Document: 0001292814-26-004184.txt | 0001292814-26-004183 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 18d ago | 6-K | $20.22 | awaiting T+20 | — | $17.34 (−14.24%) |
Aug 11, 2026 11w ago | 6-K | $23.04 $24.83 | ▲ +7.77% | ▲ +8.83% | $17.34 (−24.74%) |
Aug 11, 2026 11w ago | 6-K | $23.04 $24.83 | ▲ +7.77% | ▲ +8.83% | $17.34 (−24.74%) |
Aug 7, 2026 11w ago | 6-K | $24.30 $24.60 | ▲ +1.23% | ▲ +1.63% | $17.34 (−28.64%) |
Jul 23, 2026 13w ago | 6-K | $25.71 $22.30 | ▼ −13.26% | ▼ −16.89% | $17.34 (−32.56%) |
Jun 29, 2026 17w ago | 6-K | $25.69 $25.71 | ▲ +0.08% | ▲ +0.36% | $17.34 (−32.50%) |
Jun 24, 2026 17w ago | 6-K | $24.49 $26.59 | ▲ +8.57% | ▲ +8.05% | $17.34 (−29.20%) |
May 14, 2026 23w ago | 6-K | $23.50 $27.56 | ▲ +17.28% | ▲ +18.13% | $17.34 (−26.21%) |
May 12, 2026 24w ago | 6-K | $24.16 $25.93 | ▲ +7.33% | ▲ +9.05% | $17.34 (−28.23%) |
May 12, 2026 24w ago | 6-K | $24.16 $25.93 | ▲ +7.33% | ▲ +9.05% | $17.34 (−28.23%) |
US Market Status
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