Transener operates high-voltage electricity transmission lines and substations in Argentina, a regulated business where its earnings come from transmission tariffs rather than volumes sold. Its position as one of the country's largest transmission operators, combined with tariffs set by the regulator, gives it contracted-style cash flows that most Argentine equities lack. The near-term driver is the pace of tariff updates and any government capex or grid expansion awards, which the reported 25.4% revenue growth suggests are already flowing through. At a trailing P/E of 4.2 and a forward P/E of 3.6, the market is pricing in either a sharp earnings reversal or a steep discount for Argentine country risk, and a 52.9% operating margin and 24.4% ROE indicate the business is currently highly profitable. The deeper question is whether these margins survive regulatory resets and peso volatility, which is where the work should focus.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | ARS 3024 | first publication | ARS 2419 |
Answered from Compania de Transporte de Energia Electrica en Alta Tension Transener SA fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TRAN.BA Compania de Transporte de Energia Electrica en Alta Tension Transener SA | ARS 2480.00 | - | - | 4.2x | 24.4% | 94 | 82 |
| EDN.BA Empresa Distribuidora y Comercializadora Norte S.A. | ARS 1564.00 | - | - | 5.2x | 9.6% | 55 | 45 |
| CEPU.BA Central Puerto S.A. | ARS 1992.00 | - | - | 6.3x | 19.0% | 83 | 78 |
| ECL.SN Engie Energia Chile SA | CLP 1890.00 | - | - | 8.9x | 13.2% | 67 | 57 |
| CECO2.BA Enel Generacion Costanera SA | ARS 468.00 | - | - | 4.9x | 31.4% | 92 | 81 |
| COLBUN.SN Colbun | CLP 154.00 | - | - | 23.2x | 3.5% | 58 | 61 |
| NLCINDIA.NS NLC India Limited | ₹228.50 | - | - | 9.7x | - | 79 | 63 |
Where TRAN.BA ranks against its sector peers on each metric.