Earnings Call Summary | GrafTech(EAF.US) Q1 2024 Earnings Conference
Earnings Call Summary | GrafTech(EAF.US) Q1 2024 Earnings Conference
The following is a summary of the GrafTech International Ltd. (EAF) Q1 2024 Earnings Call Transcript:
以下是 GrafTech International Ltd. (EAF) 2024 年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
GrafTech reported a net loss of $31 million or $0.12 per share in Q1 2024, with a break-even adjusted EBITDA.
Their liquidity position at the end of Q1 was $275 million, inclusive of $165 million in cash and $110 million available under a revolving credit facility.
The company expects a mid-teen percentage decline in their cash cost per metric ton for 2024 compared to 2023.
Anticipation of full-year 2024 capital expenditure is projected to be in the range of $35 million to $40 million.
GrafTech won a legal dispute, expecting to be reimbursed about $9 million for legal fees and expenses.
GrafTech報告稱,2024年第一季度淨虧損3,100萬美元,合每股虧損0.12美元,調整後的息稅折舊攤銷前利潤爲盈虧平衡。
他們在第一季度末的流動性狀況爲2.75億美元,其中包括1.65億美元的現金和循環信貸額度下的1.1億美元可用資金。
該公司預計,與2023年相比,2024年每公噸現金成本將下降約十個百分點。
預計2024年全年資本支出將在3500萬美元至4000萬美元之間。
GrafTech贏得了一場法律糾紛,預計將獲得約900萬美元的律師費和開支報銷。
Business Progress:
業務進展:
GrafTech is expanding its product offerings, incorporating 800 millimeter supersized electrodes into their portfolio with trial runs expected in Q3 2024.
They have widened their architect system and have made significant reductions in their overhead structure.
Production activities at St. Marys plant are scheduled to wrap up by the end of Q2 2024.
GrafTech sees potential long-term opportunities in the EV battery market supply chain.
Their needle coke plant in Seadrift is operating to meet internal demand for their graphite electrode plants.
The company continues to expect a decline in fixed cost and a modest improvement in sales and production volume for 2024.
Given the competitive state of the US market, they anticipate maintaining their current market share.
They foresee receiving approval for EV battery anode production at Seadrift in Q3 and plan for related construction to last around 18 months.
GrafTech正在擴大其產品範圍,將800毫米的超大型電極納入其產品組合,預計將在2024年第三季度進行試運行。
他們擴大了建築師體系,並大幅削減了架構結構。
聖瑪麗工廠的生產活動計劃於2024年第二季度末結束。
GrafTech看到了電動汽車電池市場供應鏈中潛在的長期機會。
他們在西德里夫特的針狀焦炭廠正在運營,以滿足內部對其石墨電極廠的需求。
該公司繼續預計,2024年的固定成本將下降,銷售和產量將略有改善。
鑑於美國市場的競爭狀況,他們預計將保持目前的市場份額。
他們預計Seadrift將在第三季度獲得電動汽車電池陽極生產的批准,並計劃相關建設持續約18個月。
More details: GrafTech IR
更多詳情: GrafTech I
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。