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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

業績電話會議摘要 | 梅賽德斯-奔馳集團股份公司 (MBGAF.US) 2024 年第一季度業績發佈會
富途資訊 ·  04/30 18:26  · 電話會議

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。

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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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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