ANP adopts recovered capital method for NTS Malhas SE legacy contract assets in 2026-2030 tariff review
Bitget2026/10/03 00:12- ANP board adopted the Recovered Capital Method to value NTS assets tied to the Malhas SE legacy contract in the 2026-2030 tariff review.
- Decision applies only to assets linked to the contract that ends in December 2025; remaining legacy contracts’ revenue is unaffected.
- Malhas SE asset remuneration represented about 11% of 1H 2026 net revenue, or BRL 390 million.
- NTS plans to pursue measures to protect its rights, arguing the method is unprecedented and could be expropriatory.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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