据ICIS-MRC网站5月19日莫斯科报道，据路透社日前报道，意大利能源集团埃尼(Eni)计划明年剥离其新零售和可再生能源业务的少数股权。此前，埃尼宣布第一季度利润低于预期。
包括西班牙雷普索尔(Repsol)在内的几家欧洲能源公司计划剥离部分可再生能源业务，以筹集资金减少债务，并为从油气转向其他能源提供资金。埃尼表示，计划明年上市或出售该业务的少数股权，该业务包括可再生能源和零售能源销售。
Jefferies的分析师表示，拥有1000万客户，并计划到2025年将绿色发电量提高到5吉瓦以上的该业务，包括债务在内，其价值可能达到90亿欧元（约合108.9亿美元）。埃尼集团预计，到2024年，新部门的核心收益（即息税折旧摊销前利润，EBITDA）将几乎翻番，达到10亿欧元。
该公司首席财务官Francesco Gattei在与分析师的电话会议上表示，这两家公司的合并显然可能使该公司(EBITDA)的市盈率达到两位数。
由于油价上涨抵消了产量下降的影响，埃尼第一季度调整后净利润增长了近5倍，达到2.7亿欧元(3.27亿美元)。这一业绩低于分析师预期的约4.4亿欧元，部分原因是天然气和炼油利润表现疲弱。运营现金流下降12%至16亿欧元。
去年因疫情大规模的封锁限制了燃料需求，促使埃尼集团等能源集团控制投资和回报。但由于需求开始回升，受油价上涨提振，欧洲能源企业今年的盈利有所增加。
该集团表示，正在寻找收购机会，以扩大其绿色业务，使其可再生能源产能从今年的1吉瓦增至2024年的4吉瓦，并将重点放在美国和南欧。今年，该公司预计将出售价值约5亿欧元的资产，同时购买价值10亿欧元的资产。
郝芬 译自 ICIS-MRC
原文如下：
Eni to spin off minority stake in its new retail and renewable business
Italian energy group Eni is planning to spin off a minority stake in its new retail and renewable business next year, after announcing first quarter profits that missed expectations, reported Reuters.
Several European energy companies, including Spain's Repsol , aim to divest parts of their renewables business to raise money to reduce debt and pay for the shift away from oil and gas. Eni said it planned to list or sell a minority stake in the business that includes renewable energy and retail energy sales next year.
Analysts at Jefferies said the business, which has 10 million customers and plans to grow green power generation to over 5 gigawatts (GW) by 2025, could be worth EUR9 billion (USD10.89 billion) including debt. Eni expects the new unit to almost double its core earnings, or EBITDA, by 2024 to EUR1 billion.
"The combination of these two entities clearly could move the vehicle to the range of a double-digit multiple (to EBITDA)," CFO Francesco Gattei said on a call with analysts.
In the first quarter, Eni's adjusted net profit jumped almost five times to 270 million euros (USD327 million) as firmer oil prices offset lower production. The result was below an analyst consensus of about EUR440 million, in part due to a weaker performance in gas and refining margins. Cash flow from operations fell 12% to EUR1.6 billion.
Pandemic lockdowns throttled fuel demand last year prompting energy groups like Eni to rein in investments and returns. But Europe's energy companies this year have posted increased earnings boosted by higher oil prices as demand starts to pick up.
The group said it was looking for acquisitions to grow its green business to reach 4 GW of renewable capacity by 2024 from 1 GW this year, with a focus on the US and southern Europe. In 2021 the company expects to make disposals worth around EUR500 million while buying assets worth EUR1 billion.
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