TotalEnergies Q1 profit falls 18% on weaker margins, lower energy prices

Published 30/04/2025, 09:12
© Reuters.

Investing.com -- TotalEnergies (EPA:TTEF) reported an 18% drop in adjusted profit in the first quarter, as declining refining margins and weaker energy prices offset a rise in oil and gas production, sending its shares down over 3% on Wednesday.

The French company posted adjusted net income of $4.2 billion, down from $5.1 billion a year earlier.

Net income attributable to shareholders fell 33% to $3.9 billion. Adjusted EBITDA was $10.5 billion, down 9% year-over-year.

Operating cash flow totaled $2.6 billion, down sharply from the previous quarter due to seasonal changes in working capital. Cash flow from operations excluding working capital was $7 billion, a 14% decline from last year.

Oil and gas production rose 4% year-on-year to 2.56 million barrels of oil equivalent per day, driven by ramp-ups in Brazil, the United States, Malaysia, and Argentina. The company reaffirmed its target of more than 3% production growth for the year.

Exploration and Production generated $2.5 billion in adjusted operating income, a 6% increase from the previous quarter. 

LNG operations contributed $1.3 billion, down 10% quarter-on-quarter but up from a year ago, as global prices softened.

Integrated Power reported income of $506 million, with net power output up 18% to 11.3 terawatt-hours, helped by increased renewable and gas-fired capacity. Installed renewable generation capacity reached 27.8 gigawatts.

Downstream operations were affected by persistent weak margins in Europe. The Refining and Chemicals segment posted a 69% year-on-year drop in income to $301 million, with operational issues at key refineries adding pressure. Marketing and Services income slipped to $240 million.

Total investments rose to $4.9 billion, including acquisitions in solar, hydro and upstream assets. The company returned $2 billion to shareholders through buybacks and confirmed a €0.85 per share interim dividend, up 7.6% from 2024.

The company said its Scope 1 and 2 greenhouse gas emissions fell 13% from the previous quarter, largely due to reduced flaring and asset divestments.

TotalEnergies maintained its guidance to increase hydrocarbon output by more than 3% in 2025 and confirmed full-year investment plans of $17 billion to $17.5 billion, with $4.5 billion dedicated to low-carbon energy.

Return on equity stood at 15.1%, with return on capital employed at 13.2%. The company warned of continued volatility in oil prices and weak refining margins in the near term.

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