TransAlta beats Q1 estimates, shares rise on strong operational performance

Published 07/05/2025, 14:24
TransAlta beats Q1 estimates, shares rise on strong operational performance

Investing.com -- TransAlta (TSX:TA) Corporation (NYSE:TAC) reported better-than-expected first quarter results on Wednesday, as the power producer saw strong operational performance across its fleet despite softer power prices in Alberta. The company’s shares surged 7.8% following the earnings release.

For Q1 2025, TransAlta posted adjusted earnings of C$0.15 per share, beating analyst estimates of C$0.11 per share. Revenue came in at C$758 million, surpassing expectations of C$660 million.

The company achieved strong operational availability of 94.9% in Q1, up from 92.3% in the same period last year. However, adjusted EBITDA fell to C$270 million from C$342 million YoY, primarily due to lower spot power and ancillary services prices in Alberta.

"Our business delivered strong operational performance across the fleet during the first quarter. While the Company’s merchant portfolio in Alberta was partially impacted by softer power prices, our hedging strategy and active asset optimization continued to generate realized prices well above spot prices," said John Kousinioris, President and CEO of TransAlta.

Despite the challenging pricing environment in Alberta, TransAlta reaffirmed its 2025 financial outlook, targeting adjusted EBITDA of C$1,150 million to C$1,250 million and free cash flow of C$450 million to C$550 million.

The company also declared a quarterly dividend of C$0.065 per common share, an 8% increase from the previous quarter.

TransAlta’s shares were up 7.8% in early trading, reflecting investor optimism about the company’s ability to navigate market headwinds and deliver on its financial targets.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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