10-KPeriod: FY2008

AMEREN CORP Annual Report, Year Ended Dec 31, 2008

Filed March 2, 2009For Securities:AEE

Summary

Ameren Corporation's (AEE) 2008 10-K filing highlights a challenging year marked by a slight decline in net income to $605 million ($2.88 per share) from $618 million ($2.98 per share) in 2007. This decrease was attributed to higher fuel and transportation costs, increased reliability investments, and unfavorable weather, which were partially offset by improved performance in the non-rate-regulated generation segment and constructive rate orders in Missouri and Illinois. The company is navigating a volatile capital and credit market environment, leading to reduced planned spending for 2009 and a 39% dividend cut to preserve financial strength. Ameren is committed to significant capital expenditures, estimated between $4.5 billion and $5.5 billion through 2018, for environmental compliance, primarily related to SO2, NOx, and mercury emissions from its coal-fired plants. Future greenhouse gas regulations also pose potential significant cost increases. Despite these challenges, the company is focused on enhancing infrastructure reliability and customer service, while strategically optimizing its generation assets for future earnings growth, contingent on energy price improvements.

Financial Statements
Beta
Revenue$7.87B
Operating Expenses$6.51B
Operating Income$1.36B
Interest Expense$440.00M
Net Income$605.00M
Shares Outstanding (Basic)210.10M

Key Highlights

  • 1Net income decreased slightly to $605 million in 2008 from $618 million in 2007, impacted by higher operating costs and investments, partially offset by strong non-rate-regulated generation performance.
  • 2Ameren reduced its common dividend by 39% to $1.54 per share annually, effective March 2009, to enhance financial flexibility amidst volatile capital markets and significant capital expenditure needs.
  • 3The company plans substantial capital expenditures of $4.5-$5.5 billion through 2018 for environmental compliance, primarily for pollution control equipment on coal-fired plants.
  • 4Constructive rate orders were received in Missouri ($162 million increase for UE) and Illinois ($161 million increase for Ameren Illinois Utilities), though expected 2009 returns are below allowed levels due to higher-than-anticipated costs, particularly financing costs.
  • 5Ameren is actively managing risks associated with volatile capital and credit markets, including evaluating opportunities to defer capital spending and operations while ensuring reliability and environmental compliance.
  • 6The company is monitoring potential impacts of future greenhouse gas legislation, which could lead to significant increases in capital expenditures and operating costs for its coal-fired generation fleet.
  • 7UE's Taum Sauk pumped-storage hydroelectric plant remains out of service due to reservoir rebuilds, with expected completion in early 2010, incurring costs and replacement power expenses, largely covered by insurance.

Frequently Asked Questions

In 2008, Ameren reported a net income of $605 million, or $2.88 per share, a slight decrease from $618 million, or $2.98 per share, in 2007. The decrease was mainly due to higher fuel and transportation costs, increased investments in distribution system reliability, and unfavorable weather conditions, partially offset by improved generation output and constructive rate orders.

Ameren is actively managing its liquidity and financial flexibility by reducing planned 2009 spending, securing access to capital markets, and most notably, reducing its common stock dividend by 39% to conserve cash and support its long-term strategy and investment needs amidst market volatility.

Ameren anticipates significant capital expenditures between 2009 and 2018, estimated at $4.5 billion to $5.5 billion, primarily for environmental compliance to meet emission regulations at its coal-fired power plants. Additionally, the company faces potential cost increases due to future federal and state regulations on greenhouse gas emissions.

Ameren expects continued growth in its rate-regulated businesses driven by infrastructure investments aimed at improving reliability and environmental compliance. However, regulatory lag and higher anticipated costs, particularly financing costs in Illinois, are expected to result in 2009 returns below allowed levels, necessitating more frequent rate case filings and the pursuit of cost recovery mechanisms to mitigate these impacts.