Ypf Sa SEC Filings

YPF Sociedad Anónima reports that it has completed the sale of its share capital in fertilizer company Profertil S.A. to Agro Inversora Argentina S.A., part of the Adecoagro Group. The closing took place on December 18, 2025 after all conditions precedent were fulfilled and on the terms previously disclosed.

YPF also states that the final economic result of this transaction will be reported when it publishes its financial statements as of December 31, 2025, giving investors a future view of the impact on its financial performance.

YPF Sociedad Anónima reports that it has accepted an offer from Agro Inversora Argentina S.A., part of the Adecoagro group, to sell its shares in Profertil S.A..

The deal covers 391,291,320 Class B shares, representing 50% of Profertil’s share capital and voting rights, for a purchase price of US$635,000,000, subject to a price adjustment mechanism in the share purchase agreement. The closing of the transaction depends on certain conditions precedent being fulfilled.

YPF S.A. reports a related-party transaction involving the extension of its LNG Escobar joint venture contract with Energía Argentina S.A. (ENARSA) until January 31, 2029. The agreement covers continued collaboration at the Escobar liquefied natural gas terminal in Argentina.

The company states that its Audit Committee has issued a formal opinion on this extension, concluding that the contract’s terms and conditions are in line with normal and customary market standards for similar agreements between independent parties. The Audit Committee’s report is available for shareholders to review at YPF’s registered office in Buenos Aires.

YPF Sociedad Anónima reported a change in its Board of Directors. At a meeting held on December 11, 2025, the Board accepted the resignation of Class D Regular Director Marilina Jaramillo, who stepped down for strictly personal reasons. The notice was signed by Margarita Chun, Market Relations Officer of YPF S.A., in line with disclosure requirements for Argentine and international securities regulators.

YPF Sociedad Anónima reported that it has repurchased part of its outstanding debt. Between December 2 and 3, 2025, the company bought back Class XXI Notes with a total amount of Ps. 29,308,529,179, equivalent to a par value of US$ 20,209,098, which will now be held in its portfolio. These Class XXI Notes were issued in January 2023 under YPF’s Frequent Issuer framework and mature in January 2026. The repurchase was carried out at an average price equal to 99.46% of the notes’ nominal value, indicating that the buyback was done close to par.

YPF Sociedad AnónimaEnap, together with Vista, Shell Argentina and Equinor. The agreements run until June 2033 and cover an initial combined volume of up to 70,000 barrels per day, which is described as potentially generating an estimated $12 billion in revenues for Argentina over the life of the contracts.

Within this framework, the supply agreement between YPF and Enap provides for exports by YPF of an initial volume of approximately 32,000 barrels per day, equal to 45.45% of the total agreed volume. The companies highlight that the rehabilitation of the Trasandino Pipeline (OTA) and the construction of the Vaca Muerta Norte Pipeline have helped deepen the relationship with Enap, with about 40% of exports from the Neuquén basin currently transported through this system.

YPF Sociedad Anónima reported a change in its Board of Directors for Class D shares. At a meeting held on November 18, 2025, the Board accepted the resignation of Mr. Carlos Manuel Bastos as Regular Director for Class D shares, who stepped down for strictly personal reasons. The Supervisory Committee for Class D shares then appointed Mr. Lisandro Catalán as the new Regular Director for Class D shares, who will serve until the election of new directors by the Shareholders’ Meeting.

YPF S.A. reports that it has repurchased Ps. 57,827,506,224 of its Class XXI Notes (YMCMO), equivalent to a par value of US$ 39,874,776, between November 3, 2025 and November 12, 2025. These notes were issued in January 2023 under the company’s Frequent Issuer regime and mature in January 2026. The repurchase was carried out at an average price equal to 99.00% of their nominal value, and the notes acquired will be held in the company’s portfolio.

YPF S.A. filed unaudited interim results for the nine-month and three-month periods ended September 30, 2025. For the nine months, revenue was US$13,892 million versus US$14,542 million a year ago, with operating profit of US$1,156 million versus US$2,010 million. A higher income tax expense of US$(667) million drove a net loss of US$150 million compared to net profit of US$2,677 million in 2024; basic and diluted EPS were US$(0.44) (vs US$6.73).

Cash from operating activities was US$3,221 million (vs US$4,206 million), with investing outflows of US$4,303 million and financing inflows of US$871 million, resulting in cash and equivalents of US$799 million (vs US$1,118 million at year‑end). Total assets were US$29,569 million and shareholders’ equity US$11,634 million. Loans totaled US$10,611 million (US$7,958 million non‑current; US$2,653 million current).

YPF completed acquisitions including Mobil Argentina S.A. (US$327 million), VMI (US$523 million), and the remaining 15% of OLCLP for US$15 million (partly offset), sold YPF Brasil for US$2.3 million, and later acquired the remaining 50% of Refinor for US$25.2 million. The company remained in compliance with covenants as of September 30, 2025.