Earnings Call Summary | TOMRA SYSTEMS ASA SPON ADR REP 1 NOK2(TMRAY.US) Q4 2023 Earnings Conference
Earnings Call Summary | TOMRA SYSTEMS ASA SPON ADR REP 1 NOK2(TMRAY.US) Q4 2023 Earnings Conference
The following is a summary of the Tomra Systems ASA (TMRAY) Q4 2023 Earnings Call Transcript:
以下是Tomra Systems ASA（TMRAY）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Tomra Systems reported a record Q4 revenue of NOK 4.1 billion, a 10% increase, with gross margin improving to 44%.
EBITA, adjusted for special items, saw an increase to NOK 626 million.
Operating expenses ended at NOK 1,179 million due to ongoing business expansion, the impact of inflation and foreign currency exchange rates.
The Collection division reported a revenue of NOK 2.3 billion and an EBITA of NOK 416 million, while the Recycling division reported revenues of NOK 877 million with an EBITA of NOK 201 million.
The company reports that its cash flow from operations for the quarter was a robust NOK 1.3 billion.
The board proposes a dividend increase, which equates to NOK 1.95 per share and represents 55% of the adjusted EPS.
Tomra Systems報告稱，第四季度收入創下了創紀錄的41億挪威克朗，增長了10％，毛利率提高至44％。
經特殊項目調整後的息稅折舊攤銷前利潤增加至6.26億挪威克朗。
由於持續的業務擴張、通貨膨脹和外幣匯率的影響，運營支出結束時爲11.79億挪威克朗。
回收部門報告的收入爲23億挪威克朗，息稅折舊攤銷前利潤爲4.16億挪威克朗，而回收部門報告的收入爲8.77億挪威克朗，息稅折舊攤銷前利潤爲2.01億挪威克朗。
該公司報告稱，其本季度的運營現金流強勁達13億挪威克朗。
董事會提議增加股息，相當於每股1.95挪威克朗，佔調整後每股收益的55％。
Business Progress:
業務進展：
Both the Collection and Recycling divisions showed remarkable growth, with increases of 26% and 18% respectively.
A restructuring plan for the Food division is targeting an EBITA margin of 10% to 11% by year-end.
The company is in the process of investing in strategic business development like Horizon Project which focuses on plastic and textile recycling.
Tomra Systems has invested in the AI-based startup PolyPerception to enhance recycling processes and aims to increase its focus into material circularity.
A new strategy moves production from New Zealand to Slovakia, leading to 11 site closures and a workforce reduction of 279 employees.
Major developments in plastics recycling are expected, with pilot projects running in Aarhus and a new festival solution set to pilot within the year, leading to quick scale-ups.
The company aims to expand its services and technology in various segments to transition away from single-use packaging.
收集和回收部門均表現出顯著增長，分別增長了26％和18％。
食品部門的重組計劃目標是到年底將息稅折舊攤銷前利潤率提高10％至11％。
該公司正在投資戰略業務發展，例如專注於塑料和紡織品回收的Horizon Project。
Tomra Systems已投資了基於人工智能的初創公司PolyPerception，以改善回收流程，並旨在加強其對材料循環的關注。
一項新戰略將生產從新西蘭轉移到斯洛伐克，導致11個工廠關閉，裁員279人。
預計塑料回收將取得重大進展，試點項目將在奧爾胡斯運行，新的節日解決方案將在年內試點，從而迅速擴大規模。
該公司的目標是擴大其在各個領域的服務和技術，以擺脫一次性包裝。
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譯文內容由第三人軟體翻譯。