Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

TotalEnergies: Why Integration and Expansion in Renewables and Integrated Power Is The Need Of The Hour!

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Equity Bottom-Up

<ul>
<li>TotalEnergies’ Q2 2025 revenue is expected to drop 17.2% QoQ and 19.4% YoY. Similarly, its EPS is projected to drop 8.7% QoQ and 15.7% YoY.</li>
<li>TotalEnergies is expected to post its weakest quarterly revenue and EPS reading since Q1 2021, as falling crude and LNG prices overshadow gains in refining.</li>
<li>With 80% of earnings tied to upstream and LNG, even strong production and steady downstream performance leave little room for upside.</li>
</ul>


TotalEnergies’ Q2 2025 revenue is expected to drop 17.2% QoQ and 19.4% YoY. Similarly, its EPS is projected to drop 8.7% QoQ and 15.7% YoY.
TotalEnergies is expected to post its weakest quarterly revenue and EPS reading since Q1 2021, as falling crude and LNG prices overshadow gains in refining.
With 80% of earnings tied to upstream and LNG, even strong production and steady downstream performance leave little room for upside.


[Earnings Preview] Crude and LNG Slump to Undercut TotalEnergies Q2 Performance