#PVPower #POW #NhonTrach3 #NhonTrach4 #DienKhiLNG #Petrovietnam #CoPhieuPOW #NangLuongVietNam #CongNgheDauKhi ๐๐๐๐ฒ
PV Power (PV Power) has just announced an impressive opening quarter of 2026, with consolidated revenue reaching more than 12,281 billion VND - the highest level in the business's history. Not only that, pre-tax profit increased by nearly 81%, showing that operating efficiency and LNG fuel strategy are having a strong effect.
1. ๐ Business results in the first quarter of 2026 set a new record
Indicators for the first quarter of 2026 Compared to the same period
Consolidated revenue 12,281 billion VND +47%
Profit before tax 923 billion VND +81%
Electricity output 5,664 million kWh +18%
Quarterly plan completion rate 117% Exceeded plan
Parent company revenue 9,714 billion VND +45%
This is the quarter with the highest revenue ever for PV Power, reflecting the strong increase in electricity demand and the good mobilization ability of coal, gas and hydroelectric thermal power plants.
2. ๐ฅ LNG becomes a strategic growth driver
PV Power has proactively coordinated with PV GAS to ensure a stable LNG supply:
Category Volume
LNG has arranged until the end of April 2026 9.57 million MM.BTU
Orders for May 3.2 million MM.BTU
Purchase plan from June to the end of the year 24.8 million MM.BTU
Being proactive in gas sources helps businesses optimize inventory and ensure continuous operation of gas power plants.
3. โก Nhon Trach 3 and 4 - Vietnam's first LNG project
Nhon Trach 3 and Nhon Trach 4 are PV Power's key LNG gas power projects.
Parameter Value
Total capacity is 1,624 MW
Total investment capital is 32,487 billion VND
Annual electricity output ~9 billion kWh
Equity ratio 30%
Loan ratio 70%
Mobilized international capital:
* SMBC โ 200 million USD
* Citibank and ING โ 821.5 million USD
* Vietcombank โ 4,000 billion VND
Construction in progress costs have decreased from VND 18,703 billion to only VND 41 billion, showing that the project is almost complete.
4. ๐ Plan for 2026
Target Plan 2026
Revenue 49,887 billion VND
Profit before tax is 1,328 billion VND
Profit after tax is 1,124 billion VND
Profit after tax growth +63%
5. ๐ Strategy to expand into future energy
PV Power is promoting investment in:
* LNG gas power
* Wind power and solar power
* Hydropower
* Energy storage system
* Energy infrastructure
* M&A of domestic and foreign projects
This is an important step for the business to become a modern energy corporation in the green transition trend.
6. ๐น Perspective for POW stock investors
Positive supporting factors:
* Highest quarterly revenue in history
* Lแปฃi nhuแบญn tฤng mแบกnh
* Nhฦกn Trแบกch 3 vร 4 chuแบฉn bแป vแบญn hร nh thฦฐฦกng mแบกi
* LNG mแป ra chu kแปณ tฤng trฦฐแปng mแปi
* Cแป ฤรดng chi phแปi Petrovietnam nแบฏm 79,94%
Rแปงi ro cแบงn theo dรตi:
* Biแบฟn ฤแปng giรก LNG quแปc tแบฟ
* Cฦก chแบฟ giรก ฤiแปn
* Khแบฃ nฤng huy ฤแปng tแปซ hแป thแปng ฤiแปn quแปc gia
7. ๐ ฤรกnh giรก tแปng thแป
PV Power ฤang bฦฐแปc vร o giai ฤoแบกn tฤng trฦฐแปng mแปi khi:
* Kแบฟt quแบฃ kinh doanh cแบฃi thiแปn rรต rแปt
* Dแปฑ รกn LNG chiแบฟn lฦฐแปฃc sแบฏp phรกt ฤiแปn
* Nguแปn vแปn quแปc tแบฟ mแบกnh
* Xu hฦฐแปng ฤiแปn khรญ ฤฦฐแปฃc ฦฐu tiรชn trong ฤแบฃm bแบฃo an ninh nฤng lฦฐแปฃng
Nแบฟu Nhฦกn Trแบกch 3 vร 4 vแบญn hร nh ฤรบng tiแบฟn ฤแป, POW cรณ thแป trแป thร nh mแปt trong nhแปฏng doanh nghiแปp ฤiแปn tฤng trฦฐแปng nแปi bแบญt nhแบฅt trรชn thแป trฦฐแปng chแปฉng khoรกn Viแปt Nam trong giai ฤoแบกn 2026โ2030.
#PVPower #POW #CoPhieuPOW #DienKhiLNG #NhonTrach3 #NhonTrach4 #Petrovietnam #ChungKhoanVietNam #NangLuongSach #CongNgheDauKhi ๐ฟ๐ค๐๐๐๐ฒ
