Overview
Vermilion Q3 fund flows from operations at C$254 mln, with C$108 mln free cash flow
Company reduced net debt by over C$650 mln since Q1 2025
Vermilion plans 4% dividend increase, effective Q1 2026
Outlook
Vermilion expects Q4 2025 production to average 119,000 to 121,000 boe/d
Company forecasts full-year 2025 production of approximately 119,500 boe/d
Vermilion sets 2026 E&D capital budget at $600 to $630 mln
Result Drivers
ASSET REPOSITIONING - Vermilion's successful asset repositioning and realized Deep Basin synergies contributed to reduced capital and operating cost guidance
PRODUCTION STRATEGY - Co shut in gas production and deferred well start-ups to optimize margins amid volatile pricing
DRILLING SUCCESS - Strong results from Deep Basin and Netherlands drilling programs exceeded expectations, reinforcing confidence in asset potential
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Capex
C$146 mln
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the integrated oil & gas peer group is "buy."
Wall Street's median 12-month price target for Vermilion Energy Inc is C$14.00, about 25.9% above its November 4 closing price of C$10.37
Press Release: ID:nCNW4P4YBa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)