Dynegy Announces 2016 Second Quarter Results
OREANDA-NEWS. August 04, 2016.
Summary of Second Quarter 2016 Financial Results (in Millions):
Three Months Ended June 30 | Six Months Ended June 30 | ||||||||||||||
2016 | 2015 | 2016 | 2015 | ||||||||||||
Operating Revenues | \\$ | 904 | \\$ | 990 | \\$ | 2,027 | \\$ | 1,622 | |||||||
Net income (loss) | \\$ | (801 | ) | \\$ | 388 | \\$ | (811 | ) | \\$ | 208 | |||||
Adjusted EBITDA | \\$ | 187 | \\$ | 193 | \\$ | 438 | \\$ | 278 |
2016 Full-Year Guidance:
-
Adjusted EBITDA guidance range updated to
\\$1,000-1,100 million and Free Cash Flow guidance updated to\\$200-300 million
ENGIE Acquisition Update:
-
Issued
\\$2 billion term loan and\\$460 million in tangible equity units to substantially complete acquisition financing - Acquired Energy Capital Partners’ (ECP) 35% interest in the Atlas joint venture, which was originally formed to purchase ENGIE’s U.S. fossil portfolio
-
The Public Utility Commission of Texas (PUCT) approved Dynegy’s acquisition of ENGIE’sTexas fossil assets onJuly 20 ; theFederal Energy Regulatory Commission (FERC) is the last remaining regulatory approval
Recent Developments:
-
Dynegy to sell its 50% equity interest inElwood Energy LLC toJ-Power USA Development Co. Ltd. for\\$172.5 million ; approximately\\$35 million previously posted collateral to be returned - Completed 197 MW of advanced gas path (AGP) uprates at five plants, exceeding target of 179 MW
-
500 MW incremental MISO capacity from
Hennepin andJoppa to be pseudo tied to PJM beginningJune 1, 2017
The Company reported consolidated Adjusted EBITDA of
The net loss for the first half of 2016 was
For the first half of 2016, the Company reported consolidated Adjusted
EBITDA of
“During the quarter we continued the transformation of our portfolio.
Through our disciplined approach, we completed efficient uprates, made
steady progress on the
Robert C. Flexon. “The desired outcome from all of these efforts, as well as our ongoing PRIDE improvement program, is a well-constructed portfolio composed of the right assets in the right markets supported by the right balance sheet that generates a strong return for our shareholders.”
Second Quarter Comparative Results |
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Quarter Ended June 30, 2016 | |||||||||||||||||||||||||
(in millions) | |||||||||||||||||||||||||
Coal | IPH | Gas | Other | Total | |||||||||||||||||||||
Net loss attributable to Dynegy Inc. | \\$ | (801 | ) | ||||||||||||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Loss attributable to noncontrolling interest | (2 | ) | |||||||||||||||||||||||
Income tax benefit | (9 | ) | |||||||||||||||||||||||
Other income and expense, net | (30 | ) | |||||||||||||||||||||||
Interest expense | 141 | ||||||||||||||||||||||||
Earnings from unconsolidated investments | (1 | ) | |||||||||||||||||||||||
Operating income (loss) | \\$ | (749 | ) | \\$ | 3 | \\$ | 90 | \\$ | (46 | ) | \\$ | (702 | ) | ||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Depreciation and amortization expense | 27 | 3 | 132 | 2 | 164 | ||||||||||||||||||||
Earnings from unconsolidated investments |
- |
- |
1 |
- |
1 | ||||||||||||||||||||
Other income and expense, net | 6 | 14 | 12 | (2 | ) | 30 | |||||||||||||||||||
EBITDA (1) | (716 | ) | 20 | 235 | (46 | ) | (507 | ) | |||||||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
2 | 1 |
- |
3 | ||||||||||||||||||||
Acquisition and integration costs |
- |
(8 | ) |
- |
5 | (3 | ) | ||||||||||||||||||
Mark-to-market adjustments, including warrants | 83 | (2 | ) | (52 | ) |
- |
29 | ||||||||||||||||||
Impairments | 645 |
- |
- |
- |
645 | ||||||||||||||||||||
Wood River energy margin and O&M | 15 |
- |
- |
- |
15 | ||||||||||||||||||||
Non-cash compensation expense |
- |
- |
- |
5 | 5 | ||||||||||||||||||||
Other | (1 | ) | (1 | ) |
- |
2 |
- |
||||||||||||||||||
Adjusted EBITDA (1) | \\$ | 26 | \\$ | 11 | \\$ | 184 | \\$ | (34 | ) | \\$ | 187 |
Quarter Ended June 30, 2015 | |||||||||||||||||||||||||
(in millions) | |||||||||||||||||||||||||
Coal | IPH | Gas | Other | Total | |||||||||||||||||||||
Net income attributable to Dynegy Inc. | \\$ | 388 | |||||||||||||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Loss attributable to noncontrolling interest | (2 | ) | |||||||||||||||||||||||
Income tax benefit | (501 | ) | |||||||||||||||||||||||
Other income and expense, net | (4 | ) | |||||||||||||||||||||||
Interest expense | 132 | ||||||||||||||||||||||||
Earnings from unconsolidated investments | (3 | ) | |||||||||||||||||||||||
Operating income (loss) | \\$ | (5 | ) | \\$ | (14 | ) | \\$ | 86 | \\$ | (57 | ) | \\$ | 10 | ||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Depreciation and amortization expense | 38 | 11 | 124 | 1 | 174 | ||||||||||||||||||||
Earnings from unconsolidated investments |
- |
- |
3 |
- |
3 | ||||||||||||||||||||
Other income and expense, net |
- |
- |
- |
4 | 4 | ||||||||||||||||||||
EBITDA (1) | 33 | (3 | ) | 213 | (52 | ) | 191 | ||||||||||||||||||
Plus / (Less): | |||||||||||||||||||||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
2 |
- |
- |
2 | ||||||||||||||||||||
Acquisition and integration costs |
- |
- |
- |
23 | 23 | ||||||||||||||||||||
Mark-to-market adjustments, including warrants | (14 | ) | 6 | (10 | ) | (3 | ) | (21 | ) | ||||||||||||||||
Other |
- |
- |
(1 | ) | (1 | ) | (2 | ) | |||||||||||||||||
Adjusted EBITDA (1)(2) | \\$ | 19 | \\$ | 5 | \\$ | 202 | \\$ | (33 | ) | \\$ | 193 |
(1) |
EBITDA and Adjusted EBITDA are non-GAAP financial measures and are used by management to evaluate Dynegy’s business on an ongoing basis. Please refer to Item 2.02 of Dynegy’s Form 8-K which is available on the Company’s website: www.dynegy.com and filed on August 3, 2016, for definitions, purposes and uses of such non-GAAP financial measures. General and administrative expenses are not allocated to each segment and are included in the Other segment. Management does not allocate interest expense and income taxes on a segment level and therefore uses Operating income (loss) as the most directly comparable GAAP measure. |
|
(2) | Not adjusted for these items which are excluded in 2016: (i) non-cash compensation expense of \\$8 million, and (ii) Wood River’s energy margin and O&M costs of \\$9 million. | |
Segment Review of Results Quarter-over-Quarter
Gas - The 2016 second quarter operating income was
Coal - The 2016 second quarter operating loss was
IPH - The 2016 second quarter operating income was
Liquidity
As of June 30, 2016, Dynegy’s total available liquidity was
June 30, 2016 |
||||||||||||||||||||||
(amounts in millions) | Dynegy Inc. | IPH (1) (2) | Total | |||||||||||||||||||
Revolving facilities and LC capacity (3) | \\$ | 1,480 | \\$ | 39 | \\$ | 1,519 | ||||||||||||||||
Less: Outstanding LCs | (387 | ) | (27 | ) | (414 | ) | ||||||||||||||||
Revolving facilities and LC availability | 1,093 | 12 | 1,105 | |||||||||||||||||||
Cash and cash equivalents | 1,066 | 76 | 1,142 | |||||||||||||||||||
Total available liquidity (4) | \\$ | 2,159 | \\$ | 88 | \\$ | 2,247 |
(1) | Includes cash and cash equivalents of \\$42 million related to Genco. | |||
(2) | Due to the ring-fenced nature of IPH, cash at the IPH and Genco entities may not be moved out of these entities without meeting certain criteria. However, cash at these entities is available to support current operations of these entities. | |||
(3) | Dynegy Includes: (i) \\$950 million of aggregate available capacity related to our incremental revolving credit facilities, (ii) \\$475 million of available capacity related to the five-year senior secured revolving credit facility, and (iii) \\$55 million related to a letter of credit facility. IPH includes (i) up to a maximum of \\$25 million related to the two-year secured letter of credit facility and (ii) \\$14 million related to our fully collateralized letter of credit and reimbursement agreement. | |||
(4) | On December 2, 2013, Dynegy and Illinois Power Resources, LLC entered into an intercompany revolving promissory note of \\$25 million. At June 30, 2016, there was approximately \\$25 million outstanding on the note, which is not reflected in the table above. | |||
Consolidated Cash Flow
Cash provided by operations for the first half of 2016 was
Cash used in investing activities during the first half of 2016 was
Cash provided by financing activities during the first half of 2016 was
ENGIE Acquisition
During the second quarter,
After reaching an agreement with ECP to acquire their interest in the
Atlas joint venture,
On
Elwood Energy Facility Divestiture
MISO Pathway to PJM
In late May,
Outside of this process, the Company received approval for 500 MW of
incremental MISO capacity from
Illinois Unit Shutdowns
On
Uprates
During the 2016 second quarter,
Facility | Amount of Uprate | Market | Total Plant MW post-uprate | ||||||||||
Ontelaunee | 40 MW | PJM | 640 | ||||||||||
Fayette | 44 MW | PJM | 726 | ||||||||||
Washington | 47 MW | PJM | 711 | ||||||||||
Independence | 30 MW | NYISO | 1,156 | ||||||||||
Kendall | 36 MW | PJM | 1,288 | ||||||||||
The uprates at the Company’s legacy plants are part of Pride Energized. The balance of the uprates was included in the Duke and ECP acquisition synergies.
2016 Guidance
Dynegy’s full-year Adjusted EBITDA guidance range has been updated to
PRIDE Energized
PRIDE Energized, the Company’s Producing Results through Innovation by
Dynegy Employees program, aims to deliver an incremental
New Brand Represents Dynegy’s Growth and Transformation
“This brand change is a mile marker on Dynegy’s transformative journey.
We have rebuilt and enhanced our asset base in just the past few years
adding the
Investor Conference Call/Webcast
Dynegy’s earnings presentation and management comments on the earnings
presentation will be available on the “Investor Relations” section of www.dynegy.com
later today.
About
At
Forward-Looking Statements
This press release contains statements reflecting assumptions,
expectations, projections, intentions or beliefs about future events
that are intended as “forward-looking statements,” particularly those
statements concerning Dynegy’s: ability to obtain FERC approval and to
close the
DYNEGY INC. REPORTED UNAUDITED CONSOLIDATED STATEMENTS OF OPERATIONS (IN MILLIONS, EXCEPT PER SHARE DATA) |
||||||||||||||||||||
Three Months Ended June 30, | Six Months Ended June 30, | |||||||||||||||||||
2016 | 2015 | 2016 | 2015 | |||||||||||||||||
Revenues | \\$ | 904 | \\$ | 990 | \\$ | 2,027 | \\$ | 1,622 | ||||||||||||
Cost of sales, excluding depreciation expense | (493 | ) | (496 | ) | (1,038 | ) | (873 | ) | ||||||||||||
Gross margin | 411 | 494 | 989 | 749 | ||||||||||||||||
Operating and maintenance expense | (256 | ) | (250 | ) | (477 | ) | (361 | ) | ||||||||||||
Depreciation expense | (160 | ) | (175 | ) | (331 | ) | (239 | ) | ||||||||||||
Impairments | (645 | ) |
- |
(645 | ) |
- |
||||||||||||||
Loss on sale of assets, net |
- |
(1 | ) |
- |
(1 | ) | ||||||||||||||
General and administrative expense | (39 | ) | (35 | ) | (76 | ) | (65 | ) | ||||||||||||
Acquisition and integration costs | 3 | (23 | ) | (1 | ) | (113 | ) | |||||||||||||
Other | (16) |
- |
(16) |
- |
||||||||||||||||
Operating income (loss) | (702 | ) | 10 | (557 | ) | (30 | ) | |||||||||||||
Earnings from unconsolidated investments | 1 | 3 | 3 | 3 | ||||||||||||||||
Interest expense | (141 | ) | (132 | ) | (283 | ) | (268 | ) | ||||||||||||
Other income and expense, net | 30 | 4 | 31 | (1 | ) | |||||||||||||||
Loss before income taxes | (812 | ) | (115 | ) | (806 | ) | (296 | ) | ||||||||||||
Income tax benefit (expense) | 9 | 501 | (7 | ) | 501 | |||||||||||||||
Net income (loss) | (803 | ) | 386 | (813 | ) | 205 | ||||||||||||||
Less: Net loss attributable to noncontrolling interest | (2 | ) | (2 | ) | (2 | ) | (3 | ) | ||||||||||||
Net income (loss) attributable to Dynegy Inc. | (801 | ) | 388 | (811 | ) | 208 | ||||||||||||||
Less: Dividends on preferred stock | 6 | 6 | 11 | 11 | ||||||||||||||||
Net income (loss) attributable to Dynegy Inc. common stockholders | \\$ | (807 | ) | \\$ | 382 | \\$ | (822 | ) | \\$ | 197 | ||||||||||
Earnings (Loss) Per Share: | ||||||||||||||||||||
Basic earnings (loss) per share attributable to Dynegy Inc. common stockholders | \\$ | (6.73 | ) | \\$ | 2.98 | \\$ | (6.97 | ) | \\$ | 1.56 | ||||||||||
Diluted earnings (loss) per share attributable to Dynegy Inc. common stockholders | \\$ | (6.73 | ) | \\$ | 2.73 | \\$ | (6.97 | ) | \\$ | 1.49 | ||||||||||
Basic shares outstanding | 120 | 128 | 118 | 126 | ||||||||||||||||
Diluted shares outstanding | 120 | 142 | 118 | 140 |
DYNEGY INC. REPORTED SEGMENTED RESULTS OF OPERATIONS THREE MONTHS ENDED JUNE 30, 2016 (UNAUDITED) (IN MILLIONS) |
||||||||||||||||||||
The following table provides summary financial data regarding our Adjusted EBITDA by segment for the three months ended June 30, 2016: |
||||||||||||||||||||
Three Months Ended June 30, 2016 | ||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||
Net loss attributable to Dynegy Inc. | \\$ | (801 | ) | |||||||||||||||||
Plus / (Less): | ||||||||||||||||||||
Loss attributable to noncontrolling interest | (2 | ) | ||||||||||||||||||
Income tax benefit | (9 | ) | ||||||||||||||||||
Interest expense | 141 | |||||||||||||||||||
Depreciation and amortization expense | 164 | |||||||||||||||||||
EBITDA (1) | \\$ | (716 | ) | \\$ | 20 | \\$ | 235 | \\$ | (46 | ) | \\$ | (507 | ) | |||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
2 | 1 |
- |
3 | |||||||||||||||
Acquisition and integration costs |
- |
(8 | ) |
- |
5 | (3 | ) | |||||||||||||
Mark-to-market adjustments, including warrants | 83 | (2 | ) | (52 | ) |
- |
29 | |||||||||||||
Impairments | 645 |
- |
- |
- |
645 | |||||||||||||||
Wood River energy margin and O&M | 15 |
- |
- |
- |
15 | |||||||||||||||
Non-cash compensation expense |
- |
- |
- |
5 | 5 | |||||||||||||||
Other | (1 | ) | (1 | ) |
- |
2 |
- |
|||||||||||||
Adjusted EBITDA (1) | \\$ | 26 | \\$ | 11 | \\$ | 184 | \\$ | (34 | ) | \\$ | 187 | |||||||||
(1) EBITDA and Adjusted EBITDA are non-GAAP financial measures. Please refer to Item 2.02 of our Form 8-K filed on August 3, 2016, for definitions, utility and uses of such non-GAAP financial measures. A reconciliation of EBITDA to Operating income (loss) is presented below. Management does not allocate interest expense and income taxes on a segment level and therefore uses Operating income (loss) as the most directly comparable GAAP measure. |
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Three Months Ended June 30, 2016 |
||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||
Operating income (loss) | \\$ | (749 | ) | \\$ | 3 | \\$ | 90 | \\$ | (46 | ) | \\$ | (702 | ) | |||||||
Depreciation and amortization expense | 27 | 3 | 132 | 2 | 164 | |||||||||||||||
Earnings from unconsolidated investments |
- |
- |
1 |
- |
1 | |||||||||||||||
Other income and expense, net | 6 | 14 | 12 | (2 | ) | 30 | ||||||||||||||
EBITDA | \\$ | (716 | ) | \\$ | 20 | \\$ | 235 | \\$ | (46 | ) | \\$ | (507 | ) |
DYNEGY INC. REPORTED SEGMENTED RESULTS OF OPERATIONS THREE MONTHS ENDED JUNE 30, 2015 (UNAUDITED) (IN MILLIONS) |
||||||||||||||||||||
The following table provides summary financial data regarding our Adjusted EBITDA by segment for the three months ended June 30, 2015: |
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Three Months Ended June 30, 2015 | ||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||
Net income attributable to Dynegy Inc. | \\$ | 388 | ||||||||||||||||||
Plus / (Less): | ||||||||||||||||||||
Loss attributable to noncontrolling interest | (2 | ) | ||||||||||||||||||
Income tax benefit | (501 | ) | ||||||||||||||||||
Interest expense | 132 | |||||||||||||||||||
Depreciation and amortization expense | 174 | |||||||||||||||||||
EBITDA (1) | \\$ | 33 | \\$ | (3 | ) | \\$ | 213 | \\$ | (52 | ) | \\$ | 191 | ||||||||
Plus / (Less): | ||||||||||||||||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
2 |
- |
- |
2 | |||||||||||||||
Acquisition and integration costs |
- |
- |
- |
23 | 23 | |||||||||||||||
Mark-to-market adjustments, including warrants | (14 | ) | 6 | (10 | ) | (3 | ) | (21 | ) | |||||||||||
Other |
- |
- |
(1 | ) | (1 | ) | (2 | ) | ||||||||||||
Adjusted EBITDA (1)(2) | \\$ | 19 | \\$ | 5 | \\$ | 202 | \\$ | (33 | ) | \\$ | 193 | |||||||||
|
||||||||||||||||||||
(1) EBITDA and Adjusted EBITDA are non-GAAP financial measures. Please refer to Item 2.02 of our Form 8-K filed on August 3, 2016, for definitions, utility and uses of such non-GAAP financial measures. A reconciliation of EBITDA to Operating income (loss) is presented below. Management does not allocate interest expense and income taxes on a segment level and therefore uses Operating income (loss) as the most directly comparable GAAP measure. |
||||||||||||||||||||
(2) Not adjusted for these items which are excluded in 2016: (i) non-cash compensation expense of \\$8 million, and (ii) Wood River’s energy margin and O&M costs of \\$9 million. |
||||||||||||||||||||
Three Months Ended June 30, 2015 |
||||||||||||||||||||
|
Coal | IPH | Gas | Other | Total | |||||||||||||||
Operating income (loss) | \\$ | (5 | ) | \\$ | (14 | ) | \\$ | 86 | \\$ | (57 | ) | \\$ | 10 | |||||||
Depreciation and amortization expense | 38 | 11 | 124 | 1 | 174 | |||||||||||||||
Earnings from unconsolidated investments |
- |
- |
3 |
- |
3 | |||||||||||||||
Other income and expense, net |
- |
- |
- |
4 | 4 | |||||||||||||||
EBITDA | \\$ | 33 | \\$ | (3 | ) | \\$ | 213 | \\$ | (52 | ) | \\$ | 191 |
DYNEGY INC. REPORTED SEGMENTED RESULTS OF OPERATIONS SIX MONTHS ENDED JUNE 30, 2016 (UNAUDITED) (IN MILLIONS) |
||||||||||||||||||||||||||||||
The following table provides summary financial data regarding our Adjusted EBITDA by segment for the six months ended June 30, 2016: |
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Six Months Ended June 30, 2016 | ||||||||||||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||||||||||||
Net loss attributable to Dynegy Inc. | \\$ | (811 | ) | |||||||||||||||||||||||||||
Plus / (Less): | ||||||||||||||||||||||||||||||
Loss attributable to noncontrolling interest | (2 | ) | ||||||||||||||||||||||||||||
Income tax expense | 7 | |||||||||||||||||||||||||||||
Interest expense | 283 | |||||||||||||||||||||||||||||
Depreciation and amortization expense | 354 | |||||||||||||||||||||||||||||
EBITDA (1) | \\$ | (632 | ) | \\$ | 44 | \\$ | 506 | \\$ | (87 | ) | \\$ | (169 | ) | |||||||||||||||||
Plus / (Less): | ||||||||||||||||||||||||||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
2 | 4 |
- |
6 | |||||||||||||||||||||||||
Acquisition and integration costs |
- |
(8 | ) |
- |
9 | 1 | ||||||||||||||||||||||||
Mark-to-market adjustments, including warrants | 43 | (5 | ) | (114 | ) | (1 | ) | (77 | ) | |||||||||||||||||||||
Impairments | 645 |
- |
- |
- |
645 | |||||||||||||||||||||||||
Wood River energy margin and O&M | 20 |
- |
- |
- |
20 | |||||||||||||||||||||||||
Non-cash compensation expense |
- |
- |
1 | 11 | 12 | |||||||||||||||||||||||||
Other |
- |
(1 | ) | (1 | ) | 2 |
- |
|||||||||||||||||||||||
Adjusted EBITDA (1) | \\$ | 76 | \\$ | 32 | \\$ | 396 | \\$ | (66 | ) | \\$ | 438 | |||||||||||||||||||
(1) EBITDA and Adjusted EBITDA are non-GAAP financial measures. Please refer to Item 2.02 of our Form 8-K filed on August 3, 2016, for definitions, utility and uses of such non-GAAP financial measures. A reconciliation of EBITDA to Operating income (loss) is presented below. Management does not allocate interest expense and income taxes on a segment level and therefore uses Operating income (loss) as the most directly comparable GAAP measure. |
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|
Six Months Ended June 30, 2016 |
|||||||||||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||||||||||||
Operating income (loss) | \\$ | (695 | ) | \\$ | 17 | \\$ | 210 | \\$ | (89 | ) | \\$ | (557 | ) | |||||||||||||||||
Depreciation and amortization expense | 57 | 13 | 281 | 3 | 354 | |||||||||||||||||||||||||
Earnings from unconsolidated investments |
- |
- |
3 |
|
- |
3 | ||||||||||||||||||||||||
Other income and expense, net | 6 | 14 | 12 | (1 | ) | 31 | ||||||||||||||||||||||||
EBITDA | \\$ | (632 | ) | \\$ | 44 | \\$ | 506 | \\$ | (87 | ) | \\$ | (169 | ) |
DYNEGY INC. REPORTED SEGMENTED RESULTS OF OPERATIONS SIX MONTHS ENDED JUNE 30, 2015 (UNAUDITED) (IN MILLIONS) |
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The following table provides summary financial data regarding our Adjusted EBITDA by segment for the six months ended June 30, 2015: |
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Six Months Ended June 30, 2015 | ||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||
Net income attributable to Dynegy Inc. | \\$ | 208 | ||||||||||||||||||
Plus / (Less): | ||||||||||||||||||||
Loss attributable to noncontrolling interest | (3 | ) | ||||||||||||||||||
Income tax benefit | (501 | ) | ||||||||||||||||||
Interest expense | 268 | |||||||||||||||||||
Depreciation and amortization expense | 238 | |||||||||||||||||||
EBITDA (1) | \\$ | 50 | \\$ | 29 | \\$ | 308 | \\$ | (177 | ) | \\$ | 210 | |||||||||
Plus / (Less): | ||||||||||||||||||||
Adjustments to reflect Adjusted EBITDA from unconsolidated investments and exclude noncontrolling interest |
- |
3 |
- |
- |
3 | |||||||||||||||
Acquisition and integration costs |
- |
- |
- |
113 | 113 | |||||||||||||||
Mark-to-market adjustments, including warrants | (21 | ) | (5 | ) | (23 | ) | 2 | (47 | ) | |||||||||||
Other |
- |
- |
(1 | ) |
- |
(1 | ) | |||||||||||||
Adjusted EBITDA (1)(2) | \\$ | 29 | \\$ | 27 | \\$ | 284 | \\$ | (62 | ) | \\$ | 278 | |||||||||
(1) EBITDA and Adjusted EBITDA are non-GAAP financial measures. Please refer to Item 2.02 of our Form 8-K filed on August 3, 2016, for definitions, utility and uses of such non-GAAP financial measures. A reconciliation of EBITDA to Operating income (loss) is presented below. Management does not allocate interest expense and income taxes on a segment level and therefore uses Operating income (loss) as the most directly comparable GAAP measure. |
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(2) Not adjusted for these items which are excluded in 2016: (i) non-cash compensation expense of \\$14 million, and (ii) Wood River’s energy margin and O&M costs of \\$8 million. |
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Six Months Ended June 30, 2015 | ||||||||||||||||||||
Coal | IPH | Gas | Other | Total | ||||||||||||||||
Operating income (loss) | \\$ | 2 | \\$ | 8 | \\$ | 138 | \\$ | (178 | ) | \\$ | (30 | ) | ||||||||
Depreciation and amortization expense | 48 | 21 | 167 | 2 | 238 | |||||||||||||||
Earnings from unconsolidated investments |
- |
- |
3 |
- |
3 | |||||||||||||||
Other income and expense, net |
- |
- |
- |
(1 | ) | (1 | ) | |||||||||||||
EBITDA | \\$ | 50 | \\$ | 29 | \\$ | 308 | \\$ | (177 | ) | \\$ | 210 |
DYNEGY INC. OPERATING DATA |
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The following table provides summary financial data regarding our Coal, IPH and Gas segment results of operations for the three and six months ended June 30, 2016 and 2015, respectively. |
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Three Months Ended June 30, | Six Months Ended June 30, | |||||||||||||||||
2016 | 2015 | 2016 | 2015 | |||||||||||||||
Coal | ||||||||||||||||||
Million Megawatt Hours Generated (8) | 7.7 | 7.5 | 15.3 | 12.3 | ||||||||||||||
IMA for Coal-Fired Facilities (1) (8) | 82 | % | 72 | % | 82 | % | 79 | % | ||||||||||
Average Capacity Factor for Coal-Fired Facilities (2) (8) | 52 | % | 50 | % | 49 | % | 57 | % | ||||||||||
Average Quoted Market On-Peak Power Prices (\\$/MWh) (3): | ||||||||||||||||||
Indiana (Indy Hub) | \\$ | 31.14 | \\$ | 33.15 | \\$ | 28.38 | \\$ | 36.21 | ||||||||||
Commonwealth Edison (NI Hub) | \\$ | 28.87 | \\$ | 31.47 | \\$ | 28.11 | \\$ | 36.15 | ||||||||||
Mass Hub | \\$ | 28.17 | \\$ | 29.16 | \\$ | 31.01 | \\$ | 62.67 | ||||||||||
AD Hub | \\$ | 30.43 | \\$ | 37.58 | \\$ | 29.61 | \\$ | 41.42 | ||||||||||
Average Quoted Market Off-Peak Power Prices (\\$/MWh) (3): | ||||||||||||||||||
Indiana (Indy Hub) | \\$ | 22.37 | \\$ | 23.89 | \\$ | 21.27 | \\$ | 26.43 | ||||||||||
Commonwealth Edison (NI Hub) | \\$ | 19.32 | \\$ | 19.70 | \\$ | 19.93 | \\$ | 23.78 | ||||||||||
Mass Hub | \\$ | 20.43 | \\$ | 19.25 | \\$ | 23.32 | \\$ | 47.84 | ||||||||||
AD Hub | \\$ | 21.71 | \\$ | 25.92 | \\$ | 22.32 | \\$ | 29.09 | ||||||||||
IPH | ||||||||||||||||||
Million Megawatt Hours Generated | 3.3 | 4.7 | 6.6 | 9.9 | ||||||||||||||
IMA for IPH Facilities (4) | 91 | % | 91 | % | 90 | % | 92 | % | ||||||||||
Average Capacity Factor for IPH Facilities (5) | 38 | % | 54 | % | 38 | % | 56 | % | ||||||||||
Average Quoted Market Power Prices (\\$/MWh) (3): | ||||||||||||||||||
On-Peak: Indiana (Indy Hub) | \\$ | 31.14 | \\$ | 33.15 | \\$ | 28.38 | \\$ | 36.21 | ||||||||||
Off-Peak: Indiana (Indy Hub) | \\$ | 22.37 | \\$ | 23.89 | \\$ | 21.27 | \\$ | 26.43 | ||||||||||
Gas | ||||||||||||||||||
Million Megawatt Hours Generated (8) | 11.9 | 12.8 | 25.2 | 17.8 | ||||||||||||||
IMA for Combined Cycle Facilities (4) (8) | 98 | % | 97 | % | 97 | % | 98 | % | ||||||||||
Average Capacity Factor for Combined Cycle Facilities (5) (8) | 53 | % | 61 | % | 57 | % | 61 | % | ||||||||||
Average Market On-Peak Spark Spreads (\\$/MWh) (6): | ||||||||||||||||||
Commonwealth Edison (NI Hub) | \\$ | 14.23 | \\$ | 12.57 | \\$ | 13.64 | \\$ | 15.13 | ||||||||||
PJM West | \\$ | 21.15 | \\$ | 29.38 | \\$ | 19.94 | \\$ | 23.46 | ||||||||||
North of Path 15 (NP 15) | \\$ | 10.76 | \\$ | 14.99 | \\$ | 10.74 | \\$ | 13.82 | ||||||||||
New York--Zone A |
\\$ | 23.98 | \\$ | 22.34 | \\$ | 20.34 | \\$ | 31.07 | ||||||||||
Mass Hub | \\$ | 11.02 | \\$ | 13.48 | \\$ | 10.92 | \\$ | 14.21 | ||||||||||
AD Hub | \\$ | 27.53 | \\$ | 24.19 | \\$ | 29.68 | \\$ | 40.02 | ||||||||||
Average Market Off-Peak Spark Spreads (\\$/MWh) (6): | ||||||||||||||||||
Commonwealth Edison (NI Hub) | \\$ | 4.68 | \\$ | 0.80 | \\$ | 5.47 | \\$ | 2.75 | ||||||||||
PJM West | \\$ | 11.38 | \\$ | 15.66 | \\$ | 12.09 | \\$ | 8.32 | ||||||||||
North of Path 15 (NP 15) | \\$ | 4.71 | \\$ | 7.79 | \\$ | 5.37 | \\$ | 7.51 | ||||||||||
New York--Zone A |
\\$ | 6.79 | \\$ | 6.54 | \\$ | 5.86 | \\$ | 15.93 | ||||||||||
Mass Hub | \\$ | 3.28 | \\$ | 3.58 | \\$ | 3.23 | \\$ | (0.62 | ) | |||||||||
AD Hub | \\$ | 11.32 | \\$ | 15.72 | \\$ | 12.64 | \\$ | 16.93 | ||||||||||
Average natural gas price—Henry Hub (\\$/MMBtu) (7) | \\$ | 2.11 | \\$ | 2.72 | \\$ | 2.04 | \\$ | 2.80 |
(1) | IMA is an internal measurement calculation that reflects the percentage of generation available during periods when market prices are such that these units could be profitably dispatched. This calculation excludes certain events outside of management control such as weather related issues. The calculation excludes our Brayton Point facility and CTs. The IMA for our facilities within MISO and PJM (excluding CTs) was 86 percent and 79 percent, respectively, for the three months ended June 30, 2016 and 76 percent and 70 percent, respectively, for the three months ended June 30, 2015. The IMA for our facilities within MISO and PJM (excluding CTs) was 87 percent and 78 percent, respectively, for the six months ended June 30, 2016 and 86 percent and 70 percent, respectively, for the six months ended June 30, 2015. | |
(2) | Reflects actual production as a percentage of available capacity. The calculation excludes our Brayton Point facility and CTs. The average capacity factors for our facilities within MISO and PJM (excluding CTs) were 59 percent and 46 percent, respectively, for the three months ended June 30, 2016 and 56 percent and 45 percent, respectively, for the three months ended June 30, 2015. The average capacity factors for our facilities within MISO and PJM (excluding CTs) were 54 percent and 44 percent, respectively, for the six months ended June 30, 2016 and 65 percent and 45 percent, respectively, for the six months ended June 30, 2015. | |
(3) | Reflects the average of day-ahead quoted prices for the periods presented and does not necessarily reflect prices we realized. | |
(4) | IMA is an internal measurement calculation that reflects the percentage of generation available during periods when market prices are such that these units could be profitably dispatched. This calculation excludes certain events outside of management control such as weather related issues. | |
(5) | Reflects actual production as a percentage of available capacity. | |
(6) | Reflects the simple average of the on- and off-peak spark spreads available to a 7.0 MMBtu/MWh heat rate generator selling power at day-ahead prices and buying delivered natural gas at a daily cash market price and does not reflect spark spreads available to us. | |
(7) | Reflects the average of daily quoted prices for the periods presented and does not reflect costs incurred by us. | |
(8) | Reflects the activity for the period in which the Acquisitions were included in our consolidated results. |
DYNEGY INC. 2016 ADJUSTED EBITDA AND FREE CASH FLOW GUIDANCE (UNAUDITED) (IN MILLIONS) |
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The following table provides summary financial data regarding our 2016 Adjusted EBITDA guidance, updated based on April 19, 2016 forward curves, as presented on May 3, 2016: |
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Dynegy Consolidated | |||||||||
Low | High | ||||||||
Net loss attributable to Dynegy Inc. (1) | \\$ | (351 | ) | \\$ | (181 | ) | |||
Plus / (Less): | |||||||||
Income tax expense (2) | 16 | 16 | |||||||
Interest expense | 540 | 545 | |||||||
Earnings from unconsolidated investments (2) | (2 | ) | (2 | ) | |||||
Operating Income | 203 | 378 | |||||||
Depreciation expense | 710 | 730 | |||||||
Amortization expense | 30 | 30 | |||||||
Earnings from unconsolidated investments (2) | 2 | 2 | |||||||
EBITDA (3) | 945 | 1,140 | |||||||
Plus / (Less): | |||||||||
Earnings from unconsolidated investments (2) | (2 | ) | (2 | ) | |||||
Acquisition and integration costs | 35 | 40 | |||||||
Other (4) | 22 | 22 | |||||||
Adjusted EBITDA (3) | \\$ | 1,000 | \\$ | 1,200 |
(1) | For purposes of Net loss attributable to Dynegy Inc. guidance reconciliation, mark-to-market adjustments and changes in the fair value of common stock warrants are assumed to be zero. | |
(2) | Represents actual amounts for the three months ended March 31, 2016. | |
(3) | EBITDA and Adjusted EBITDA are non-GAAP measures. | |
(4) | Represents actual amounts for three months ended March 31, 2016. Other consists primarily of cash distributions from unconsolidated investments, asset retirement obligation accretion, non-cash compensation expense, and energy margin and operating and maintenance costs associated with our Wood River facility. |
The following table provides summary financial data regarding our 2016 Free Cash Flow guidance: |
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Dynegy Consolidated | |||||||||
Low | High | ||||||||
Adjusted EBITDA (1) | \\$ | 1,000 | \\$ | 1,200 | |||||
Cash interest payments | (515 | ) | (515 | ) | |||||
Acquisition and integration costs | (35 | ) | (40 | ) | |||||
Other cash items | 10 | 10 | |||||||
Cash Flow from Operations | 460 | 655 | |||||||
Maintenance capital expenditures | (275 | ) | (275 | ) | |||||
Environmental capital expenditures | (20 | ) | (20 | ) | |||||
Acquisition and integration costs | 35 | 40 | |||||||
Free Cash Flow (1) | \\$ | 200 | \\$ | 400 |
(1) | Adjusted EBITDA and Free Cash Flow are non-GAAP measures. |
DYNEGY INC. 2016 ADJUSTED EBITDA AND FREE CASH FLOW GUIDANCE (UNAUDITED) (IN MILLIONS) |
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The following table provides summary financial data regarding our 2016 Adjusted EBITDA guidance, updated based on July 14, 2016 forward curves, as presented on August 3, 2016: |
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Dynegy Consolidated | |||||||||
Low | High | ||||||||
Net loss attributable to Dynegy Inc. (1) | \\$ | (1,038 | ) | \\$ | (968 | ) | |||
Plus / (Less): | |||||||||
Loss attributable to noncontrolling interest (2) | (2 | ) | (2 | ) | |||||
Income tax expense (2) | 7 | 7 | |||||||
Other income and expense, net (2) | (31 | ) | (31 | ) | |||||
Interest expense | 605 | 610 | |||||||
Earnings from unconsolidated investments (2) | (3 | ) | (3 | ) | |||||
Operating loss | (462 | ) | (387 | ) | |||||
Depreciation and amortization expense | 700 | 720 | |||||||
Earnings from unconsolidated investments (2) | 3 | 3 | |||||||
Other income and expense, net (2) | 31 | 31 | |||||||
EBITDA (3) | 272 | 367 | |||||||
Plus / (Less): | |||||||||
Acquisition and integration costs | 45 | 50 | |||||||
Impairments (2) | 645 | 645 | |||||||
Other (4) | 38 | 38 | |||||||
Adjusted EBITDA (3) | \\$ | 1,000 | \\$ | 1,100 |
(1) | For purposes of Net loss attributable to Dynegy Inc. guidance reconciliation, mark-to-market adjustments and changes in the fair value of common stock warrants are assumed to be zero. | |
(2) | Represents actual amounts for the six months ended June 30, 2016. | |
(3) | EBITDA and Adjusted EBITDA are non-GAAP measures. | |
(4) | Represents actual amounts for six months ended June 30, 2016. Other consists primarily of adjustments to reflect Adjusted EBITDA from unconsolidated investment and exclude noncontrolling interest, non-cash compensation expense, and Wood River’s energy margin and operating and maintenance costs. |
The following table provides summary financial data regarding our 2016 Free Cash Flow guidance: |
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Dynegy Consolidated | |||||||||
Low | High | ||||||||
Adjusted EBITDA (1) | \\$ | 1,000 | \\$ | 1,100 | |||||
Cash interest payments (2) | (515 | ) | (515 | ) | |||||
Acquisition and integration costs | (45 | ) | (50 | ) | |||||
Other cash items | 10 | 10 | |||||||
Cash Flow from Operations | 450 | 545 | |||||||
Maintenance capital expenditures | (275 | ) | (275 | ) | |||||
Environmental capital expenditures | (20 | ) | (20 | ) | |||||
Acquisition and integration costs | 45 | 50 | |||||||
Free Cash Flow (1) | \\$ | 200 | \\$ | 300 |
(1) | Adjusted EBITDA and Free Cash Flow are non-GAAP measures. | |
(2) | Excludes payments to an escrow account of (i) \\$50 million of pre-funded interest and (ii) \\$20 million of prefunded original issue discount which are contingent upon the closing of the ENGIE acquisition. |
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