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Earnings Call Summary | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD(ALFVY.US) Q1 2024 Earnings Conference

Earnings Call Summary | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD(ALFVY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD (ALFVY.US) 2024 年第一季度業績會議
富途資訊 ·  04/27 13:11  · 電話會議

The following is a summary of the Alfa Laval Corporate AB (ALFVY) Q1 2024 Earnings Call Transcript:

以下是阿法拉伐企業股份公司(ALFVY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Alfa Laval reported stable Q1 2024 order intake year-on-year, up 8% sequentially.

  • EBITA improved slightly from the previous year, but the margin decreased somewhat.

  • The company's order book grew to about SEK 48 billion with book-to-bill in the quarter being 1.23.

  • Adjusted EBITA margin was 16.3% or SEK 2.4 billion.

  • Q1 generated a cash flow from operating activities of SEK 1.7 billion.

  • Q1 investment of SEK 818 million indicates increased capital expenditure.

  • The company saw strong order intake especially in Marine with significant contribution from its pumping system orders.

  • 阿法拉伐報告稱,2024年第一季度的訂單量同比穩定,環比增長8%。

  • 息稅折舊攤銷前利潤比上年略有改善,但利潤率有所下降。

  • 該公司的訂單量增長到約480億瑞典克朗,該季度的賬面到賬量爲1.23。

  • 調整後的息稅折舊攤銷前利潤率爲16.3%,合24億瑞典克朗。

  • 第一季度從經營活動中產生了17億瑞典克朗的現金流。

  • 第一季度8.18億瑞典克朗的投資表明資本支出增加。

  • 該公司的訂單量強勁,尤其是在船舶領域,其泵送系統訂單做出了重大貢獻。

Business Progress:

業務進展:

  • Alfa Laval continues to lead the energy transition while maintaining profitability and a strong balance sheet.

  • Growth in services led to this sector accounting for 31% of Energy division's order intake.

  • Despite lower-than-expected invoicing, the Food & Water division witnessed robust demand and grew 10% versus last year.

  • The Marine division demand was stronger than forecasted and surged by 30% sequentially.

  • Alfa Laval is expanding into new business areas, particularly in the HVAC sector.

  • Ongoing investments are aimed at operations development and manufacturing technology.

  • The company plans to sustain organic growth with focus also on potential mergers and acquisitions.

  • Alfa Laval noted increasing interest in multifuel ships, signaling an emerging market.

  • The company urges attendance to its planned Capital Markets Day in November in Volterra.

  • 阿法拉伐繼續引領能源轉型,同時保持盈利能力和強勁的資產負債表。

  • 服務業的增長使該行業佔能源部門訂單量的31%。

  • 儘管發票低於預期,但食品和水資源部門的需求強勁,與去年相比增長了10%。

  • 海事部門的需求強於預期,環比增長了30%。

  • 阿法拉伐正在擴展到新的業務領域,特別是在暖通空調領域。

  • 持續的投資旨在運營開發和製造技術。

  • 該公司計劃維持有機增長,還將重點放在潛在的合併和收購上。

  • 阿法拉伐指出,人們對多燃料船的興趣與日俱增,這預示着新興市場的到來。

  • 該公司敦促出席計劃於11月在沃爾泰拉舉行的資本市場日。

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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