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NGL Energy Partners LP(NGL) - 2026 Q1 - Earnings Call Presentation
2025-08-07 21:00
Financial Performance & Unit Repurchase - NGL Total EBITDA by segment is $155.33 million[2] - Water Solutions segment accounts for 92% of NGL's total EBITDA, equivalent to $142.87 million[2] - Crude Oil Logistics segment accounts for 6% of NGL's total EBITDA, equivalent to $9.583 million[2,32] - Liquids Logistics segment accounts for 2% of NGL's total EBITDA, equivalent to $2.87 million[2,32] - NGL repurchased 70,000 Class D preferred units during Q1 2025, representing approximately 12% of the outstanding units[3] Water Solutions Business - NGL Water Solutions has transformed into the largest integrated water disposal system in the Delaware Basin[4] - NGL owns and operates over 800 miles of large diameter produced water pipelines in the Northern Delaware Basin[7,29] - NGL's Delaware Basin water disposal facilities have a permitted capacity of approximately 5,100,000 barrels per day[7] - In FY2025, NGL sold 42.4 million barrels of recycled water[29] - Approximately 90% of produced and flowback water was received via pipeline during FY2025[29] Market Data - Market Capitalization is $1.39 billion[36] - Enterprise Value is $4.31 billion[36]
NGL Energy Partners LP(NGL) - 2025 Q4 - Earnings Call Presentation
2025-05-29 20:41
Financial Performance & Asset Sales - NGL's non-core asset sales announced in May 2025 totaled approximately $270 million[5] - NGL's Market Capitalization is $1.33 billion and Enterprise Value is $4.28 billion[38] - NGL's Adjusted EBITDA for continuing operations in FY2025 was $622.892 million[37] Water Solutions Segment - Water Solutions contributed $542.0 million, representing 82% of total revenue[3] - NGL owns and operates over 800 miles of large diameter produced water pipelines in the Northern Delaware Basin[9, 32] - NGL's Delaware Basin water disposal facilities have a permitted disposal capacity of approximately 5,100 MBbl/d[9] - NGL Water Solutions recycled 42.4 million barrels of water in FY2025[32] - Approximately 80% of NGL's total disposal volumes in FY2024 came from investment grade counterparties[17] Crude & Liquids Logistics - Crude Oil Logistics contributed $53.3 million, representing 10% of total revenue[3] - Liquids Logistics contributed $66.4 million, representing 8% of total revenue[2] - Grand Mesa Pipeline has a capacity of 150,000 barrels per day[22]