Earnings Call Summary | AENA SME S.A. UNSP ADR EACH REPR 0.1 ORD SHS(ANYYY.US) Q4 2023 Earnings Conference
Earnings Call Summary | AENA SME S.A. UNSP ADR EACH REPR 0.1 ORD SHS(ANYYY.US) Q4 2023 Earnings Conference
The following is a summary of the Aena S.M.E., S.A. (ANYYY) Q4 2023 Earnings Call Transcript:
以下是Aena S.M.E., S.A.（ANYYY）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Aena reported Q4 total ordinary revenue over €5 billion, marking a new record. Aeronautical revenue was at €2.8 billion, and commercial revenue at €1.5 billion.
The company reported a net profit of over €1.6 billion, the highest in the company's history.
Operating expenses for Q4 were around €3 billion, a significant variation due to a reversal of the impairment of the airports of Northeast Brazil, amounting to €155.5 million.
EBITDA for the period was about €3 billion, with an EBITDA margin of 58.8%.
The board proposes an approval of a gross dividend of €7.66 per share, a new record high.
Tax payments in 2023 saw an exceptional increase, reaching €447 million from €177 million in the preceding year.
Aena報告稱，第四季度總普通收入超過50億歐元，創下新紀錄。航空收入爲28億歐元，商業收入爲15億歐元。
該公司報告的淨利潤超過16億歐元，爲公司歷史最高水平。
第四季度的運營支出約爲30億歐元，這一顯著差異是由於巴西東北部機場減值的逆轉，總額爲1.555億歐元。
該期間的息稅折舊攤銷前利潤約爲30億歐元，息稅折舊攤銷前利潤率爲58.8％。
董事會提議批准每股7.66歐元的總股息，創歷史新高。
2023 年的納稅額出現了驚人的增長，從上一年的1.77億歐元增至4.47億歐元。
Business Progress:
業務進展：
Aena saw a 16% increase in traffic to 314 million passengers year-on-year, marking a 2.3% increase compared to 2019 levels.
Commercial contracts recently awarded significantly contributed to an increase in contracts average.
Recovery from the pandemic and return to normal travel conditions boosted performance, as traffic has been steadily increasing.
The company is exploring opportunities for global investment and is also considering options for potential hedging to mitigate future volatility in the cost structure.
Major goal for Aena is to increase EBITDA from international activities while strictly adhering to the risk and return criteria.
The company is energized by the recent change in the UK regulation, which gives Aena an opportunity to offer a wider Duty-Free range to non-European Union UK passengers.
Anticipating the impacts of new regulatory constraints includes adherence to the IMAP (International Mission Assurance Program) Index, which will be applied shortly.
The company achieved international growth, primarily in Brazil, surpassing 2019 levels by 17%.
The winning of significant contracts for rental car activity and Specialty Shops & Food & Beverage businesses are targeted for 2024.
The Spanish Government approved the 2024 tariffs proposal, which includes an increase of 4.09% or €0.40 per passenger.
Aena was included for the first time in the Dow Jones Sustainability Index, reinforcing the company's commitment to sustainability.
The company is focusing on expanding operations, especially in Brazil, and maintaining its industry position. Aena remains open to international opportunities, adhering to asset quality, price, and regulatory risk considerations.
Aena的客流量同比增長了16％，達到3.14億名乘客，與2019年的水平相比增長了2.3％。
最近授予的商業合同爲平均合同的增長做出了重大貢獻。
由於交通量穩步增加，從疫情中恢復過來並恢復正常出行條件提高了業績。
該公司正在探索全球投資機會，也在考慮潛在的套期保值選項，以減輕成本結構的未來波動。
Aena的主要目標是在嚴格遵守風險和回報標準的同時，增加國際活動的息稅折舊攤銷前利潤。
英國監管的最新變化爲該公司注入了活力，這使Aena有機會向非歐盟英國乘客提供更廣泛的免稅範圍。
預測新的監管限制措施的影響包括遵守IMAP（國際使命保障計劃）指數，該指數不久將適用。
該公司實現了國際增長，主要在巴西，比2019年的水平高出17％。
目標是在2024年贏得有關租車活動以及專賣店和食品和飲料業務的重要合同。
西班牙政府批准了2024年的資費提案，其中包括提高4.09％或每位乘客0.40歐元。
Aena首次被納入道瓊斯可持續發展指數，這強化了公司對可持續發展的承諾。
該公司專注於擴大業務，尤其是在巴西，並保持其行業地位。Aena仍然對國際機遇持開放態度，堅持資產質量、價格和監管風險方面的考慮。
More details: AENA SME S.A. UNSP ADR EACH REPR 0.1 ORD SHS IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。