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Earnings Call Summary | NEL ASA(NLLSF.US) Q1 2024 Earnings Conference

Earnings Call Summary | NEL ASA(NLLSF.US) Q1 2024 Earnings Conference

财报电话会议摘要 | NEL ASA (NLLSF.US) 2024 年第一季度财报会议
富途资讯 ·  04/18 00:23  · 电话会议

The following is a summary of the Nel ASA (NLLSF) Q1 2024 Earnings Call Transcript:

以下是Nel ASA(NLLSF)2024年第一季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • Nel ASA reported a Q1 2024 revenue of NOK 387 million, an EBITDA of minus NOK 16 million, and a strong cash balance of NOK 3,260 million.

  • The company experienced a 20% YoY growth in Alkaline Electrolyser financials, facilitated by the Nikola FFI agreement.

  • There was a relative decline in PEM business revenues, down 33% from the previous year.

  • The Fueling division reported a 45% YoY revenue growth, bolstered by a renegotiated Nikola supply agreement.

  • Nel ASA报告称,2024年第一季度收入为3.87亿挪威克朗,息税折旧摊销前利润为负1,600万挪威克朗,现金余额为32.6亿挪威克朗。

  • 在尼古拉FFI协议的推动下,该公司的碱性电解器财务同比增长了20%。

  • PEM业务收入相对下降,比上年下降33%。

  • 加油部门报告称,在重新谈判的尼古拉供应协议的推动下,收入同比增长了45%。

Business Progress:

业务进展:

  • Strategic partnerships were established with Samsung C&T, Nikola and Fortescue Future Industries with significant funding acquired for various R&D projects.

  • There are plans to spin-off and list the Fueling division separately.

  • Expansion plans for the Heroya and Wallingford facilities continue unhindered.

  • The Alkaline business is near breakeven at the EBITDA level, indicating its potential profitability with more orders.

  • Nel ASA is bolstering its product line and positioning to accommodate for more orders, which is expected to significantly impact future results.

  • 与三星C&T、Nikola和Fortescue Future Industries建立了战略合作伙伴关系,为各种研发项目获得了大量资金。

  • 计划分拆燃料部门并单独上市。

  • Heroya和Wallingford设施的扩建计划继续畅通无阻。

  • 碱性业务在息税折旧摊销前利润水平上接近盈亏平衡,这表明其在订单增加后具有潜在的盈利能力。

  • Nel ASA正在加强其产品线和定位,以适应更多订单,预计这将对未来的业绩产生重大影响。

More details: NEL ASA IR

更多详情: NEL CASA 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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