Earnings Call Summary | ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A(ORKLY.US) Q4 2023 Earnings Conference
Earnings Call Summary | ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A(ORKLY.US) Q4 2023 Earnings Conference
The following is a summary of the Orkla ASA (ORKLY) Q4 2023 Earnings Call Transcript:
以下是 Orkla ASA (ORKLY) 2023 年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Orkla ASA saw a 6% rise in adjusted earnings per share to NOK5.78.
The proposed dividend from Jotun, a portfolio company, was NOK2.2 billion, Orkla's share amounting to approximately NOK950 million.
Underlying EBIT adjusted growth for portfolio companies hit 7% for the year and cash conversion improved to above 100%.
In Q4 2023, earnings of NOK1.3 per share remained constant compared to Q4 2022.
A total dividend for 2023 of NOK6 per share is proposed, including an additional NOK3 due to excess capital from the sale of 40% of Orkla Food Ingredients and a higher dividend from Jotun.
Orkla ASA調整後的每股收益增長了6％，至5.78挪威克朗。
投資組合公司佐敦的擬議股息爲22億挪威克朗，Orkla的股息約爲 NOK950 百萬挪威克朗。
投資組合公司的基礎息稅前利潤調整後全年增長率達到7％，現金轉換率提高至100％以上。
2023年第四季度，與2022年第四季度相比，每股收益1.3挪威克朗保持不變。
提議2023年的總股息爲每股6挪威克朗，其中包括因出售Orkla食品原料40％股份而產生的資本過剩而增加的3挪威克朗以及佐敦的更高股息。
Business Progress:
業務進展：
Orkla evolved into an industrial investment company, focusing on brands and consumer space in 2023.
Return on capital employed of 10% in 2023, is expected to increase to 13% by the end of 2026.
Positive developments in volume, input cost, and market share were achieved despite tough consumer markets and the geopolitical environment.
Emphasis going forward will be on improving organic value creation, reducing complexity, and pursuing value-adding structural transactions.
Anticipated easing pressures on volumes and input costs kindle growth optimism.
Notable volume growth was reported in most portfolio companies, particularly in Orkla Foods Europe.
Value creation potential of NOK45 billion over the next two years is notable, dependent on margin improvement from 2024.
An easing in raw material prices is expected to improve the company's financials in 2024.
Orkla 發展成爲一家工業投資公司，在 2023 年專注於品牌和消費空間。
2023年使用的資本回報率爲10％，預計到2026年底將增加到13％。
儘管消費市場和地緣政治環境艱難，但銷量、投入成本和市場份額仍取得了積極的發展。
未來的重點將放在改善有機價值創造、降低複雜性和追求增值結構性交易上。
預期的交易量和投入成本的緩解壓力激發了增長樂觀情緒。
據報道，大多數投資組合公司的銷量均顯著增長，尤其是歐洲奧克拉食品公司。
未來兩年 NOK45 億美元的價值創造潛力顯著，這取決於自2024年以來利潤率的改善。
原材料價格的寬鬆預計將在2024年改善公司的財務狀況。
More details: ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A IR
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譯文內容由第三人軟體翻譯。