Earnings Call Summary | MERCEDES-BENZ GROUP AG(MBGAF.US) Q1 2024 Earnings Conference
Earnings Call Summary | MERCEDES-BENZ GROUP AG(MBGAF.US) Q1 2024 Earnings Conference
The following is a summary of the Mercedes-Benz Group AG (MBGAF) Q1 2024 Earnings Call Transcript:
以下是梅賽德斯-奔馳集團股份公司(MBGAF)2024年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Mercedes-Benz Group experienced a decrease in Q1 sales, EBIT, and EPS, predominantly due to supply chain issues, lower car sales, and product transitioning.
However, the company delivered a robust cash flow of €32.2 billion and has a net cash position of over €33 billion.
Earnings per share were buffered by the accretion resulting from share buybacks.
The return on sales adjusted was lower than anticipated at 9%, driven by lower volume and investment in product life cycle progression.
Mercedes-Benz Group has announced a new share buyback initiative worth €3 billion that is expected to bring total share buybacks to approximately €7 billion by Q1 2025.
梅賽德斯-奔馳集團第一季度銷售額、息稅前利潤和每股收益均出現下降,這主要是由於供應鏈問題、汽車銷量下降和產品過渡。
但是,該公司實現了322億歐元的強勁現金流,淨現金狀況超過330億歐元。
股票回購帶來的增長緩衝了每股收益。
受銷量減少和產品生命週期進展投資的推動,調整後的銷售回報率低於預期,爲9%。
梅賽德斯-奔馳集團宣佈了一項價值30億歐元的新股票回購計劃,預計到2025年第一季度,股票回購總額將達到約70億歐元。
Business Progress:
業務進展:
Several new models, including electric G cars, upgraded EQS, and E-Class variants of AMG, were launched by Mercedes in Q1 2024.
Despite sales impacts from supply constraints and market dynamics, circumstances are expected to improve as new products reach the market.
The company plans to continue investing in cloud infrastructure and remains focused on transitioning from ICE to EVs.
Following disappointing results for Q1, Mercedes-Benz anticipates improved results in Q2, with increased volume and opportunities in the material cost sector.
The company also maintains a steadfast commitment to improved efficiency in supply chains and operations, intending to extract more value to reduce material costs and drive gains in efficiency.
梅賽德斯在2024年第一季度推出了幾款新車型,包括電動G汽車、升級版EQS和AMG的E級變體。
儘管供應限制和市場動態對銷售產生了影響,但隨着新產品進入市場,預計情況將有所改善。
該公司計劃繼續投資雲基礎設施,並繼續專注於從ICE過渡到電動汽車。
繼第一季度業績令人失望之後,梅賽德斯-奔馳預計第二季度業績將有所改善,材料成本領域的銷量和機會將增加。
該公司還堅定不移地致力於提高供應鏈和運營的效率,打算提取更多價值以降低材料成本和提高效率。
More details: MERCEDES-BENZ GROUP AG IR
更多詳情: 梅賽德斯·奔馳集團股份公司
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。