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MOL Achieved Last Year’s Cash Flow of 500 Million Dollars in the First Quarter

MOL Group today announced its financial results for the first quarter of 2023, in which it achieved a net CCS EBITDA of 714 million dollars, despite an unfavorable regulatory environment and declining oil and gas prices. The strong figures are a result of solid internal results across all departments: the Customer Services segment recovered after low results last year, production volumes in the Oil and Gas Exploration and Production segment increased, and the refining business remains profitable in the Refining and Marketing segment.

MOL generated a simplified free cash flow of over 500 million dollars in the first quarter of 2023, which is nearly equal to the previous quarter and the same quarter last year, with all segments contributing equally to the result.

MOL Group achieved stable results in the first quarter of 2023, considering that the normalization of macroeconomic conditions was largely mitigated by good internal results across segments. Our company has made significant strides in supporting the energy sovereignty of the region. The Oil and Gas Exploration and Production segment managed to increase domestic production volumes, we started delivering our own crude oil from Azerbaijan to Europe, and we continued investments that enabled our refineries on the continent to access crude oil from various sources. Additionally, the Customer Services segment emerged even stronger from last year’s crisis and began operations in Poland – emphasized Zsolt Hernádi, Chairman and CEO of MOL, during the announcement of the results.

A year after the start of the war in Ukraine, it is clear that the economic consequences are long-term and will change the conditions on the European energy scene.

 – Despite the negative impact of unfavorable regulatory conditions, our integrated and resilient business model has proven successful in this very challenging environment, allowing us not only to continue diversifying our business but also to proceed with our transformational projects – announced Hernádi.

In a more detailed analysis of MOL’s financial indicators, it is noted that the net CCS EBITDA of the Refining and Marketing segment increased by 18 percent compared to the same quarter last year, reaching 299 million dollars. The margin in the petrochemical sector remains under pressure, but the results of Refining and Marketing managed to offset negative factors, despite the windfall tax in Hungary. Demand for motor fuels in Hungary decreased by 14 percent in the first quarter compared to the same period last year, as the fuel price cap in the first quarter of 2022 increased consumption, while demand slightly increased in Slovakia (+3 percent) and Croatia (+1 percent). In March, a key goal was achieved in efforts aimed at diversifying crude oil. Specifically, MOL Group delivered Azeri light crude oil from the ACG field in Azerbaijan, of which it is a co-owner, to the Slovnaft refinery in Bratislava, achieving additional flexibility in crude oil procurement.

EBITDA of the Customer Services segment in the first quarter of 2022 grew by 97 percent compared to the same period last year, driven by improvements in the regulatory framework, and the margin on non-fuels further increased. Sales volume rose by 16 percent compared to the same period last year, positively influenced by inorganic growth achieved through the acquisition of Lotos in Poland amounting to approximately 200 million liters. Following the expansion of the Customer Services portfolio in Poland at the end of 2022, MOL’s brand was launched in that country, and the rebranding of gas stations is underway. The number of Fresh Corner locations across the network increased from 1,081 in the first quarter of 2022 to 1,172 in the first quarter of 2023.

In the Oil and Gas Exploration and Production segment, EBITDA in the first quarter of 2023 fell to 283 million US dollars due to declining oil and gas prices. Additional charges affecting production in Hungary and gas price regulation in Croatia diminished results. However, this segment achieved a simplified free cash flow of 205 million US dollars. Production volumes increased in Hungary and the Iraqi Kurdistan due to our relentless efforts focused on field development.

The compensation from the ACG field was also higher due to a greater share achieved due to low oil prices, bringing total production to 95 million barrels of oil equivalent per day, exceeding the expected guidelines. In Hungary, the implementation of the shallow gas field drilling program continued. In the first quarter of 2023, three wells were successfully tested, increasing the total number of shallow gas wells to 19 since the program’s inception in 2019. Despite cost pressure across the value chain, unit operating costs at the Group level in the first quarter of 2023 remained below six US dollars per barrel.

EBITDA of the gas business segment in the first quarter of 2023 reached 79 million US dollars, representing a growth of 64 percent compared to the same period last year due to increased cross-border demand for capacities in line with higher export volumes. The decrease in gas prices and changes in transport flows positively affected the cost of gas consumption.

 

 

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