The earnings call highlighted Montauk's strategic growth initiatives and successful RIN sales, but also outlined significant challenges in profitability, market volatility, and project delays. The sentiment is cautiously optimistic with concerns about operational and market uncertainties.
Company Guidance
During the 2025 earnings call for Montauk Renewables, several key metrics and guidance for the fiscal year 2025 were provided. Montauk expects its renewable natural gas (RNG) production volumes to range between 5.8 million and 6 million MMBtu, with corresponding revenues anticipated between $150 million and $170 million. Renewable electricity production is projected to be between 178,000 and 186,000 megawatt hours, generating revenues between $17 million and $18 million. Montauk also discussed its strategy to diversify feedstock and product offerings, including the commissioning of several projects such as a swine waste energy project in North Carolina and a renewable natural gas facility in Tulsa, Oklahoma. The company's 2024 financial results showed total revenues of $175.7 million, and an adjusted EBITDA of $42.6 million. The average realized RIN price for 2024 was $3.28, marking a 21% increase from 2023, while Montauk transferred approximately 9.9 million RINs from the 2024 compliance year at an average price of $2.45. The company plans to continue focusing on long-term viability and diversification amidst ongoing market volatility and regulatory changes.
Successful RIN Sales
Montauk Renewables sold 100% of its 2024 D3 RINs, with a 21% increase in average realized RIN price from $2.71 in 2023 to $3.28 in 2024.
Feedstock Diversification Strategy
Montauk continues to expand its feedstock diversification, with a significant increase in Pico digestion capacity and a new swine waste energy project in North Carolina.
Commissioning of New Projects
The Pico facility delivered a production increase of over 70% versus 2023, and the second facility at the Apex site is expected to be commissioned in Q2 2025.
Revenue Stability
Total revenues in 2024 were $175.7 million, slightly up from $174.9 million in 2023, despite a volatile market.
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Montauk Renewables (MNTK) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MNTK Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 13, 2025
$2.85
$2.49
-12.63%
Nov 12, 2024
$5.19
$4.11
-20.81%
Aug 08, 2024
$5.35
$4.28
-20.00%
May 09, 2024
$4.20
$4.67
+11.19%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Montauk Renewables (MNTK) report earnings?
Montauk Renewables (MNTK) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Montauk Renewables (MNTK) earnings time?
Montauk Renewables (MNTK) earnings time is at May 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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