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Analysts

OMV Petrom is covered by various financial analysts, who provide their own research analyses and earnings estimates in respect of the company.

On this page, we provide you with the list containing banks’ and institutions’ analysts, who regularly publish research reports on OMV Petrom, as well as their contact details, recommendations and target prices.

Furthermore, every quarter ahead of the earnings announcement, the Investor Relations (IR) department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company.

Company Analyst Contact Date of report Recommendation TP

BT Capital Partners

Irina Railean irina.railean@bancatransilvania.ro 30.04.2020 Under review Under review
Concorde       Securities Attila Vago a.vago@con.hu 09.03.2020 Buy 0.46
Erste Bank Tamas Pletser Tamas.Pletser@ersteinvestment.hu 21.04.2020 Hold 0.341
Goldman Sachs Geydar Mamedov

Geydar.Mamedov@gs.com

n.a.

n.a.

n.a.

PKO                   Securities Tomasz Kasowicz

tomasz.kasowicz@pkobp.pl

14.04.2020 Buy

0.38

Raiffeisen Centrobank

Oleg Galbur

Oleg.Galbur@rcb.at

06.04.2020 Hold

0.34

Renaissance Capital Alexander Burganski ABurgansky@rencap.com 29.04.2020

Buy

0.38

Swiss Capital Daniela Mandru daniela.mandru@swisscapital.ro 04.10.2019

Strong Buy

0.535
Wood &        Company Jonathan Lamb

jonathan.lamb@wood.com

27.04.2020

Hold

0.30
        Average 0.38

Every quarter ahead of the earnings announcement, the IR department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company. These numbers become a proxy for what the market expects in terms of OMV Petrom’s results. For the first quarter of 2020, eight analysts have contributed with their estimates.

The consensus numbers for the Operating Result and net income attributable to stockholders are presented on a clean CCS (current cost of supply) basis. That means that they do not include any special items and Downstream Oil inventory holding gains/losses (CCS effects).

Q1 2020:

In RON mn Median Min Max
Clean CCS Operating Result

897

660

1,180

   Clean Operating Result Upstream

278 135 420
    Clean CCS Operating Result Downstream

557

307 670

      thereof Downstream Oil

443

249

510

      thereof Downstream Gas  

115

58 160

Clean CCS net income attributable to stockholders

668

487

1,040

As of April 22, 2020

Disclaimer:

This document has been issued by OMV Petrom (“the Company”) for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The Company does not endorse them. Such estimates and forecasts cannot be independently verified due to their subjective character. The Company gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness. Reference to assessments serves only for reader information and is non-binding. This document does not imply that the Company subscribes to these opinions or conclusions in any form whatsoever, or that the Company supports or confirms them. The Company accepts no liability for the selection, current relevance, completeness or correctness of the analysts’ assessments reproduced here. None of the information provided is to be understood as an offer for purchase of OMV Petrom securities, or to be advertising same. Any liability on the part the Company for losses incurred by third parties arising from the information contained on this Internet site is precluded.