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YPF Sociedad Anónima filings document the reporting obligations of an Argentine foreign private issuer with ADRs and debt securities. Annual Form 20-F reports provide audited financial statements and business disclosures for an integrated energy company active in crude oil and natural gas production, unconventional resources, refining, fuel marketing, petrochemicals, electricity, lubricants, and agricultural products.
Form 6-K reports record interim financial statements, operating indicators, note repurchases under the company’s frequent issuer framework, material asset transactions in operated hydrocarbon areas, board and shareholder-meeting actions, and communications to Argentine market regulators including the CNV, ByMA, and A3 Mercados. These filings also disclose capital structure, treasury shares, debt activity, governance resolutions, and risk-related matters tied to YPF’s operations and securities.
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 Anónima reports that it has signed long-term shale oil export agreements from the Vaca Muerta formation with Chile’s national oil company, Enap, 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.
YPF filed a Form 6‑K reporting Q3 2025 results. Revenue was US$4,643 million, flat sequentially as higher fuel demand and winter natural gas sales offset lower local fuel prices. Adjusted EBITDA reached US$1,357 million (+21% q/q), driven by stronger shale oil output, lower lifting costs from exiting mature fields, and record refinery throughput. The quarter closed with a net loss of US$198 million, reflecting a US$537 million income tax charge and US$245 million net financial loss.
Operationally, shale oil averaged 170 kbbl/d (+17% q/q; +35% y/y), representing 71% of total oil. Company lifting costs fell to US$8.8/boe (−28% q/q), while refineries processed 326 kbbl/d at a 97% utilization rate, a high since 2009. CAPEX was US$1,017 million, ~70% to unconventional assets. Free cash flow was −US$759 million, mainly due to the US$523 million shale asset acquisition and working capital. Net debt rose to US$9,595 million, with net leverage at 2.1x; pro forma 1.9x excluding the acquisition. After quarter‑end, YPF signed a US$700 million export‑backed facility and reopened its 2031 bond for US$500 million at 8.25% yield.
YPF S.A. reported results for the nine-month period ended September 30, 2025. The company posted a net loss attributable to shareholders of (213,448) million pesos, while non-controlling interests contributed 31,810 million pesos, for a total net loss of (181,638) million pesos.
Strong other comprehensive income turned the overall picture positive: total OCI was 3,954,198 million pesos, leading to total comprehensive income of 3,772,560 million pesos, including 3,691,378 million pesos attributable to shareholders. Total shareholders’ equity stood at 16,002,344 million pesos as of September 30, 2025, with 15,696,799 million pesos attributable to shareholders, supported by large statutory and investment reserves.
The Argentine National State remains the controlling shareholder through the Ministry of Economy – Secretary of Energy. As of September 30, 2025, the controlling shareholder held 200,593,289 shares (200,589,525 class D and 3,764 class A). The company reported no convertible debt or share purchase options outstanding.
YPF S.A. reports that the conditions precedent for the entry into force of its Bareboat Charter Agreement with GOLAR MK II CORPORATION have been satisfied.
The confirmed steps include the adoption of the Final Investment Decision by Southern Energy S.A. (SESA)—in which YPF holds an indirect 25% interest through its subsidiary Sur Inversiones Energéticas S.A.U.—and the issuance of a Free Export Authorization certificate for liquefied natural gas for a term of 30 years by the National Secretariat of Energy. These milestones allow the charter agreement to proceed under the agreed terms.
YPF S.A. announced the acquisition of the remaining 50% of Refinería del Norte S.A. (Refinor), purchasing 45,803,655 class A shares from Hidrocarburos del Norte for US$25,200,000. With this transaction, YPF moves from 50% to 100% ownership of Refinor.
Refinor’s business includes industrializing liquid and gaseous hydrocarbons, operating refineries, and transporting and marketing related products. As context, YPF’s quarterly balance sheet as of June 30, 2025 recorded sales credits and accounts receivable with Refinor totaling $8,478,527,468, and liabilities of $1,086,079,722. These figures reflect existing intercompany balances at that date.
YPF S.A. reported the acquisition of 343,654 of its Class D ordinary shares on ByMA on October 14, 2025. The shares were purchased at an average price of AR$40,832.702718 per share, for a total consideration of AR$14,032,321,620. The company stated the trades respected the market’s daily limit of up to 25% of the average daily trading volume over the prior 90 business days. Following this transaction, YPF indicated it has concluded the Board-approved process of acquiring its own shares.