财务业绩 - 2023年第一季度收入为13.31亿美元，同比增加1.95亿美元[65] - 受益于水电业务良好发电量和价格上涨，以及新收购和投产项目的贡献，收入增加[65] - 直接运营成本增加5100万美元，主要由于水电业务发电量上升和新项目投产带来的成本增加[67] - 管理服务成本下降1900万美元[67] - 利息费用增加1.28亿美元，主要由于业务规模扩大和融资活动增加[68] - 折旧费用增加2800万美元，与业务规模扩大相匹配[68] - 净利润为1.77亿美元，同比增加1.44亿美元[68] 流动性和资本结构 - 公司流动性充足，可用流动性近39亿美元，为未来发展提供灵活性[59] - 公司的债务融资策略以及债务结构情况[137] - 公司拥有充足的流动性资金,包括现金、可流动证券投资和信用额度,可用于支持业务增长、资本支出和分配等[140] - 公司债务到期情况良好,未来几年内可以通过再融资等方式进行管理[141,143,144] - 公司采用稳健的资本结构和多元化的融资渠道,为业务发展提供支持[145,146] 可再生能源业务发展 - 过去12个月内新增3600兆瓦可再生能源装机，未来还有2.3万兆瓦在建项目[63] - 完成多项重大并购和投资交易，进一步扩大在全球可再生能源市场的布局[62] - 公司在北美、巴西、哥伦比亚、欧洲等地区的水电、风电、太阳能等可再生能源业务的收益情况[118][119][121][122] - 公司未来5年内可再生能源发电量的合同覆盖情况[130][131][132][133][134] - 公司持续进行业务拓展和资产收购,在可再生能源领域进行了多项投资[153,154,155] 关联交易 - 公司与Brookfield Corporation存在多项关联交易,包括电力购销协议、融资安排等[74][79] - 公司的普通合伙人权益和优先有限合伙人权益中包含Brookfield Corporation及其关联方的权益[83][84][88] - 公司通过与关联方签订的投票协议获得对某些可再生能源和可持续解决方案投资的控制权或重大影响力[189][190] 非IFRS财务指标 - 公司使用调整后EBITDA和经营活动现金流来评估业绩,这些指标不受IFRS的标准定义[194][205][207] - 公司的权益性债务指标可以更好地反映公司资产层面的融资情况[212][213] 财务报表数据 - 2023年第一季度总收入为13.31亿美元，同比增长17.2%[223] - 2023年第一季度净收入为1.77亿美元[227] - 2023年第一季度其他综合收益增加2.81亿美元[227] - 2023年第一季度资本投入9.94亿美元[227] - 2023年第一季度处置资产净收益3.88亿美元[227] - 2023年第一季度分配或股息支付4.32亿美元[227] - 2023年3月31日总权益为269.12亿美元[227] - 2023年第一季度经营活动产生的现金流入6.63亿美元[229] - 2023年第一季度投资活动产生的现金流出11.76亿美元[229] - 2023年3月31日现金及现金等价物余额11.40亿美元[229] 会计政策变更 - 公司已完成评估并实施了过渡计划,以应对IFRS解释委员会议程决定的影响,导致合并现金流量表中现金及现金等价物增加1.76亿美元,投资活动现金流出减少4000万美元[247] - 公司正在评估IAS 1修订的影响,这些修订将于2024年1月1日或之后开始的年度报告期生效[248] 重大交易 - 公司于2023年3月3日完成收购巴西136MW风电资产组合,收购价格为9500万美元,公司持有约25%的经济权益[249] - 公司于2023年3月17日完成出售一家378MW水电资产组合的78%权益,公司保留22%权益,不再合并该投资并确认为权益法核算的投资[250] - 公司持有的美国风电资产被划分为持有待售资产[252]

Brookfield Renewable CORPORATE PROFILE NOVEMBER 2022 Brookfield Cautionary Statement Regarding Forward-Looking Statements Cautionary Statement Regarding Forward-Looking Statements This presentation contains forward-looking statements and information, within the meaning of Canadian securities laws and "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of th ...

Brookfield Renewable Partners L.P. (NYSE:BEP) Q3 2022 Earnings Conference Call November 4, 2022 8:30 AM ET Company Participants Connor Teskey - Chief Executive Officer Wyatt Hartley - Chief Financial Officer Esper Nemi - Vice President, North America Conference Call Participants Robert Hope - Scotiabank Sean Stewart - TD Securities Rupert Merer - National Bank David Castagna - Raymond James William Grippin - UBS Operator Hello and thank you for standing by. Welcome to the BEP Third Quarter 2022 Results Conf ...

Brookfield 2022 Q3 SUPPLEMENTAL ＩＮＦＯＲＭＡＴＩＯＮ Brookfield Renewable Partners L.P. THREE MONTHS ENDED SEPTEMBER 30, 2022 Primary Font Colour CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS R17 G17 B17 Title Slide Font Dark Backdrop R255 G255 B255 Light Background R17 G17 B17 Sub-headers & Emphasis Text R64 G126 B182 PRIMARY PALETTE Logo & Divider Slide Font R15 G53 B87 R244 G124 B16 R77 G77 B77 R200 G200 B200 SECONDARY PALETTE Business Group Colours Real Estate R71 G151 B181 Infrastructure R83 G55 B82 ...

Brookfield 2022 Q3 INTERIM R E P O R T Brookfield Renewable Partners L.P. OUR OPERATIONS We invest in renewable power and climate transition assets directly, as well as with institutional partners, joint venture partners and through other arrangements. Our portfolio of assets has approximately 23,600 megawatts ("MW") of capacity, annualized long-term average ("LTA") generation of approximately 64,400 gigawatt hours ("GWh"), and a development pipeline of approximately 102,000 MW and 8 million metric tons per ...

Brookfield Renewable Partners LP (NYSE:BEP) Q2 2022 Earnings Conference Call August 5, 2022 8:30 AM ET Company Participants Connor Teskey - CEO Ruth Kent - COO Wyatt Hartley - CFO Conference Call Participants Sean Steuart - TD Securities Mark Jarvi - CIBC Benjamin Pham - BMO Capital Markets David Castagna - Raymond James Financial William Grippin - UBS Andrew Kuske - Crédit Suisse Naji Baydoun - iA Capital Markets Operator Thank you for standing by, and welcome to the Brookfield Renewable Second Quarter 202 ...

Brookfield 2022 Q2 INTERIM R E P O R T Brookfield Renewable Partners L.P. OUR OPERATIONS We invest in renewable power and climate transition assets directly, as well as with institutional partners, joint venture partners and through other arrangements. Our portfolio of assets has approximately 23,000 megawatts ("MW") of capacity, annualized long-term average ("LTA") generation of approximately 62,300 gigawatt hours ("GWh"), and a development pipeline of approximately 75,000 MW and 8 million metric tons per ...

Brookfield 2022 Q1 SUPPLEMENTAL ＩＮＦＯＲＭＡＴＩＯＮ Brookfield Renewable Partners L.P. THREE MONTHS ENDED MARCH 31, 2022 Primary Font Colour CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS R17 G17 B17 Title Slide Font Dark Backdrop R255 G255 B255 Light Background R17 G17 B17 Sub-headers & Emphasis Text R64 G126 B182 PRIMARY PALETTE Logo & Divider Slide Font R15 G53 B87 R244 G124 B16 R77 G77 B77 R200 G200 B200 SECONDARY PALETTE Business Group Colours Real Estate R71 G151 B181 Infrastructure R83 G55 B82 Ren ...

Brookfield Renewable Partners LP (NYSE:BEP) Q1 2022 Earnings Conference Call May 6, 2022 9:00 AM ET Company Participants Connor Teskey - CEO & Managing Partner Wyatt Hartley - CFO Conference Call Participants Nelson Ng - RBC Capital Markets Sean Steuart - TD Securities Rupert Merer - National Bank Financial Mark Jarvi - CIBC Capital Markets Andrew Kuske - Crédit Suisse Naji Baydoun - Industrial Alliance Securities William Grippin - UBS David Quezada - Raymond James Mark Strouse - JPMorgan Chase & Co. Operat ...

Brookfield 2022 Q1 INTERIM R E P O R T Brookfield Renewable Partners L.P. OUR OPERATIONS We invest in renewable assets directly, as well as with institutional partners, joint venture partners and through other arrangements. Our portfolio of assets has approximately 21,000 megawatts ("MW") of capacity, annualized long-term average ("LTA") generation of approximately 60,400 gigawatt hours ("GWh"), and a development pipeline of approximately 69,000 MW, making us one of the largest pure-play public renewable co ...