Transportadora De Gas Del Sur Sa Class B · BCBA:TGSU2
Transportadora De Gas Del Sur Sa Class B — Investor Presentation (July 2025)
21 slides from Transportadora De Gas Del Sur Sa Class B's investor presentation, July 2025
Slide 1: Investor Presentation
Investor Presentation July 2025 Transportadora de Gas del Sur S.A.
Slide 2: Shareholders and Management
Investor Presentation Shareholders and Management July 2025 Ownership structure Strong sponsorship from shareholders • Pampa Energía is a leading energy company with upstream O&G production Argentine providing experienced support. Pension Fund • Sielecki group is a large player in the 25.33% petroch
Slide 3: tgs is the backbone of the booming natural gas industry in Argentina
tgs is the backbone of the booming natural gas Investor Presentation July 2025 industry in Argentina Production Midstream - Collection - Treatment - Compression Services - Pipelines - Integrity Transportation - Engineering and Services - Operation and Maintenance - Special Services - Telecommunicati
Slide 4: tgs at a Glance
Investor Presentation tgs at a Glance July 2025 Natural Gas Liquids Midstream and Transportation Other Services 1º 2º Vaca Muerta The Largest Gas Pipeline Natural Gas Shale Gas Transportation in Latin America Processor (182 km and 60 MMm3/d) and Conditioning (28 MMm3/d) 60% 47 O&M of GPM (573 km) Of
Slide 5: The Argentine natural gas industry
Investor Presentation The Argentine natural gas industry July 2025 Others 9% 3% Coal 1% Natural gas 6% Nuclear energy 3% 52% 24% Hydroelectricity 4% 9% 2024 Renewables 7% ARGENTINE NATURAL GAS ENERGY MATRIX PRODUCTION 2023 BY PRODUCERS (139 MMm3/D) 13% Oil 22% 33% 14% Source: Federal Energy Bureau –
Slide 6: tgs is the largest gas transportation company in Latin America
tgs is the largest gas transportation company in Latin America Investor Presentation July 2025 NATURAL GAS TRANSPORTATION REVENUES AND EBITDA (US$MM) FIRM AVERAGE CONTRACTED CAPACITY AND DELIVERIES (MMm3/d) Firm Average Contracted Capacity Deliveries 521 83.5 85.1 Revenues 410 81.7 82.6 82.5 82.6 83
Slide 7: Natural gas transportation tariff status
Investor Presentation Natural gas transportation tariff status July 2025 MATERIAL UPSIDE WITH HIGH TARIFF INCREASE IN 2024 AND POSITIVE 5 YEAR TARIFF REVISION April 2019 December 2019 December 2023 April 2024 April 2025 26% Tariff Emergency law and Emergency of the national Tariff 5YTR increase decr
Slide 8: Transportation Capacity Expansion Project Proposal
Investor Presentation 14 MMm /d Transportation Capacity Expansion Project Proposal 3 July 2025 La Carlota – Tío Pujio • To maximize tgs’ midstream business Conditioning 120 km | 36" Norte in Vaca Muerta. Plant – Tratayén Pipeline - TGN Vaca Muerta Centro Oeste • To replace more expensive LNG and Nor
Slide 9: Our assets in Bahía Blanca
Investor Presentation Our assets in Bahía Blanca July 2025 CERRI COMPLEX 15 km GALVÁN PLANT 9
Slide 10: tgs is one of the largest producers of liquids in Argentina
tgs is one of the largest producers of liquids in Argentina Investor Presentation July 2025 LIQUIDS REVENUES AND EBITDA (US$MM) LIQUIDS PRODUCTION EVOLUTION (´000 MT) Ethane LPG Raw Gasoline 587 1,168 1,120 1,123 1,133 1,063 125 1,052 494 501 488 1,023 113 128 124 983 222 122 108 Revenues 441 452 12
Slide 11: The vision was to expand conditioning, keeping pace with the development of VM
The vision was to expand conditioning, keeping pace with the development of VM SA) Amarillo SA) la Salina Sur Paso Bardas (YPF SA) Molina Norte El Churqui El Porton (YPF SA) Norte (YPF SA) Investor Presentation July 2025 (Total Austral SA) (YPF SA) (YPF SA) Fondo de la Legua/Block I Chachahuen Chapu
Slide 12: Midstream service provider in Vaca Muerta
Investor Presentation 1 Midstream service provider in Vaca Muerta st July 2025 DAILY AVERAGE VOLUMES TRANSPORTED AND MIDSTREAM AND OTHER SERVICES REVENUES AND EBITDA (MMm /d) 3 CONDITIONED IN VACA MUERTA (MMm3/d) Deliveries Conditioned 206 22.4 197 20.7 169 16.9 134 133 114 111 65% 15.7 68% 15.1 66%
Slide 13: Tratayén conditioning plant
Investor Presentation Tratayén conditioning plant July 2025 2021 2023 2024 Expansion Mod. 1 Modules 2 and 3 Modules 4 and 5 2019 2.4MMm3/d 7.0 MMm3/d 13.2 MMm3/d Module 1 5.4 MMm3/d US$ 16 MM US$ 32 MM US$ 350 MM Total capacity: Total capacity: Total capacity: 7.8 MMm3/d 14.8 MMm3/d 28 MMm3/d 13.2 M
Slide 14: NGL project under evaluation
Investor Presentation NGL project under evaluation July 2025 • Natural gas processing plant (40 MMm3/d and 2.8 MM MT annual production of LPG and raw gasoline) in Tratayén. • Poliduct from Tratayén to Bahía Blanca. • Fractioning, storage and dispatching plants in Bahía Blanca. • 100% for exports. Tr
Slide 15: Solid financial performance
Investor Presentation Solid financial performance July 2025 Revenue evolution EBITDA and EBITDA margin evolution US$mm US$mm 48% 49% 54% 49% 54% 56% 43% 39% 1,089 1,179 904 822 926 855 676 781 586 656 437 401 368 385 402 336 2018 2019 2020 2021 2022 2023 2024 LTM* 2018 2019 2020 2021 2022 2023 2024
Slide 16: tgs' financial situation
Investor Presentation tgs’ financial situation July 2025 • Strong cash generation. Debt profile US$mm • High level of cash and financial investments: US$ 890 MM as 490 of 03/31/2025. • Diversified revenues with dollar based contracts in the non regulated business. • Low level of debt, creating a hug
Slide 17: Financial highlights
Investor Presentation Financial highlights July 2025 1st QUARTERS YEARS US$ MM1 2025 2024 2024 2023 2022 Net revenues 293 203 1,089 855 926 Natural Gas Transportation 138 21 404 185 225 Liquids 101 137 488 501 587 Midstream and Other Services 54 45 197 169 114 EBITDA 166 96 586 334 402 Net financial
Slide 18: Commitment to Sustainable Development Goals (SDGs)
Commitment to Sustainable Development Goals (SDGs) Investor Presentation July 2025 Priority objectives for tgs ENVIRONMENTAL SOCIAL GOVERNANCE 18
Slide 19: ESG Strategic Plan
Investor Presentation ESG Strategic Plan July 2025 Promote Reduce renewable Manage with GHG energy and Ethical Values, emissions improve Transparency, energy and Anti- efficiency Corruption Prevent Soil and Promote Groundwater Sustainable Contamination by Development Hydrocarbons of the Value Preser
Slide 20: Investor Presentation
For additional The material that follows is a presentation of general of various factors. These risks and uncertainties include, background information about Transportadora de Gas but are not limited to, changing business, regulatory, del Sur S.A. (“TGS” or the “Company”) as of the date of political
Slide 21: Thank you for joining us! Q&A
Thank you for joining us! Q&A tgse
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