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Earnings Call Summary | FUCHS SE UNSP ADR EACH REP 0.25 PRF SHS(FUPBY.US) Q4 2023 Earnings Conference

Earnings Call Summary | FUCHS SE UNSP ADR EACH REP 0.25 PRF SHS(FUPBY.US) Q4 2023 Earnings Conference

業績電話會議摘要 | FUCHS SE UNSP ADR 每位代表 0.25 PRF SHS (FUPBY.US) 2023 年第四季度業績會議
富途資訊 ·  03/13 04:17  · 電話會議

The following is a summary of the Fuchs SE (FUPBY) Q4 2023 Earnings Call Transcript:

以下是富克斯證券交易所(FUPBY)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Fuchs SE reported an annual sales increase of 4% and a 13% rise in EBIT.

  • EBIT margin improved to 11.7%, over 1 percentage point above the previous year.

  • The company boasted record free cash flow at €465 million, mainly due to significant impacts from working capital and slightly lower raw material costs.

  • Gross profit rose nearly 9%, and EBIT margin surged to 11.7%, despite currency impacts.

  • Proposed a dividend increase of €0.04 per share.

  • Investment remained consistent with previous years, at around €80 million.

  • The company responded proactively to raw material price dynamics throughout the year.

  • The outlook for 2024 foresees increases in sales volume and EBIT, but a normalization in free cash flow to a cash conversion rate of about 0.8.

  • Fuchs SE報告稱,年銷售額增長4%,息稅前利潤增長13%。

  • 息稅前利潤率提高至11.7%,比上年高出1個百分點以上。

  • 該公司擁有創紀錄的4.65億歐元的自由現金流,這主要是由於營運資金的重大影響以及原材料成本略有降低。

  • 儘管受到匯率影響,毛利增長了近9%,息稅前利潤率激增至11.7%。

  • 提議將股息增加每股0.04歐元。

  • 投資與往年持平,約爲8000萬歐元。

  • 該公司全年積極應對原材料價格動態。

  • 2024年的展望預計銷售量和息稅前利潤將增加,但自由現金流將正常化,現金轉化率約爲0.8。

Business Progress:

業務進展:

  • Fuchs SE is expanding worldwide infrastructure, with new operating companies appearing in Chile, Romania, and Vietnam.

  • Established partnerships with global key players like DMG Mori, Hitachi Astemo, and John Deere.

  • The company sees potential in the EV market and intensifies its customer segmentation.

  • Working on its Fuchs 100 project, a successor of its strategic plan, Fuchs 2025.

  • Remarks about a continuation of its share buyback program.

  • Anticipates major steps to be taken in 2025, predicting recovery of various economies.

  • Actively working on potential acquisitions and pursuing operational excellence levels, including the S/4 project.

  • For 2025, Fuchs SE is targeting mid-single-digit revenue growth, two-thirds of which is expected to be volume and one-third is expected to be pricing.

  • To achieve growth in the Americas and Asia-Pacific, the company is deploying a segmentation approach, focusing on various industries.

  • Fuchs SE正在擴大全球基礎設施,新的運營公司出現在智利、羅馬尼亞和越南。

  • 與DMG Mori、日立阿斯泰莫和約翰迪爾等全球主要參與者建立了合作伙伴關係。

  • 該公司看到了電動汽車市場的潛力,並加強了其客戶細分。

  • 正在開發其富克斯100項目,該項目是其戰略計劃Fuchs 2025的繼任者。

  • 關於其股票回購計劃的延續的言論。

  • 預計將在2025年採取重大步驟,預測各經濟體的復甦。

  • 積極參與潛在收購,追求卓越運營水平,包括S/4項目。

  • 到2025年,Fuchs SE的目標是中等個位數的收入增長,其中三分之二預計爲銷量,三分之一預計爲定價。

  • 爲了實現美洲和亞太地區的增長,該公司正在部署細分方法,重點關注各個行業。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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