Earnings Call Summary | Azul SA(AZUL.US) Q4 2023 Earnings Conference
Earnings Call Summary | Azul SA(AZUL.US) Q4 2023 Earnings Conference
The following is a summary of the Azul S.A. (AZUL) Q4 2023 Earnings Call Transcript:
以下是Azul S.A.（AZUL）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Azul reported record revenues of nearly BRL19 billion for the year, 60% higher than 2019.
The Q4 revenue alone was BRL5 billion, a new record for any quarter.
Yearly EBIT recorded at BRL5.2 billion, BRL2 billion higher than the previous year.
Q4's EBITDA was BRL1.5 billion with a 29% EBITDA margin.
They generated a positive cash flow used to pay off debt and deferrals, resulting in a BRL300 million boost in cash.
阿祖尔报告称，该年度收入创历史新高，接近 BRL19 亿美元，比2019年增长60％。
仅第四季度的收入就达到50亿巴西雷亚尔，创下任何季度的新纪录。
每年的息税前利润为52亿巴西雷亚尔，比上年增加了20亿巴西雷亚尔。
第四季度的息税折旧摊销前利润为15亿巴西雷亚尔，息税折旧摊销前利润率为29％。
它们产生了用于偿还债务和延期付款的正现金流，从而增加了 BRL300 百万美元的现金。
Business Progress:
业务进展：
Azul concluded a capital optimization plan aiming at long-term success.
The company continued to perform well operationally, standing as the second most on-time airline globally.
Over 25% of its revenue now comes from non-ticket operations edging their diversification strategy forward.
Future deliveries will come mainly from Embraer, reinforcing their fleet transformation and growth plans.
Azul has opportunities to reduce costs by bringing services like maintenance in-house, ensuring continuity amidst supply chain crisis.
The company is in talks with the Brazilian government to secure a competitive credit line to aid growth. This credit line, between BRL6 billion to BRL8 billion, is not yet included in future forecasts.
Azul 完成了一项旨在取得长期成功的资本优化计划。
该公司继续保持良好的运营表现，是全球准时率第二高的航空公司。
现在，其收入的25％以上来自推动多元化战略向前发展的非票务业务。
未来的交付将主要来自巴西航空工业公司，以加强其机队转型和增长计划。
Azul 有机会通过内部维护等服务来降低成本，确保供应链危机中的连续性。
该公司正在与巴西政府进行谈判，以确保有竞争力的信贷额度以促进增长。这笔在60亿至80亿巴西雷亚尔之间的信贷额度尚未包括在未来的预测中。
More details: Azul SA IR
更多详情： Azul SA IR
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译文内容由第三方软件翻译。