Luz del Sur stock reports 3.98 percent revenue growth

Luz del Sur stock is tied to first-half 2026 revenue growth of 3.98 percent, while its Lima quote stood at PEN 13.000 on September 10, 2026. Fitch Ratings affirmed the company at BBB+ with a stable outlook on September 21, 2026. The combination of higher electricity volumes and lower average prices defines the current earnings picture.

Revenue grows as volume rises

In a September 2, 2026 report, Proactivo reported that first-half revenue rose 3.98 percent year over year as physical electricity volume sold increased 6.17 percent, while average prices declined 3.34 percent.

The operating mix improved gross profit by 10.34 percent. Gross margin reached 31.06 percent in June 2026, compared with 29.27 percent in June 2025, giving Luz del Sur a quantified improvement even as net income fell 2.29 percent year over year to PEN 474.1 million.

Fitch sees EBITDA at PEN 1.3 billion

Fitch's September 21, 2026 assessment expects distribution EBITDA of PEN 1.3 billion in 2026, up 12 percent from 2025. The rating agency also estimates consolidated EBITDA at PEN 1.6 billion for 2026 and negative free cash flow of PEN 120 million.

That contrast matters for investors. Earnings capacity is expanding, but the forecast free-cash-flow deficit shows how dividends and investment spending can absorb operating gains. Fitch also states that Luz del Sur is listed on the Lima Stock Exchange and serves around one-third of Peru's electricity consumption.

Quote remains below yearly high

The closing price was PEN 13.000 on the Lima Stock Exchange on September 10, 2026, 13.33 percent below the 52-week high of PEN 15.000. The 52-week range was PEN 11.600 to PEN 15.000, placing the stock 12.07 percent above its yearly low.