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Earnings Call Summary | ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A(ORKLY.US) Q1 2024 Earnings Conference

Earnings Call Summary | ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A(ORKLY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | ORKLA ASA SPON ADR 每位代表 1 COM SHS CL A (ORKLY.US) 2024 年第一季度業績會議
富途資訊 ·  05/04 09:39  · 電話會議

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

以下是Orkla ASA(ORKLY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Operational improvements across Orkla's portfolio bolstered a strong Q1 2024.

  • Positive volume growth of 1% noted, despite the altering Easter timings.

  • Adjusted earnings per share grew by 14% to NOK 1.5 per share.

  • Operating revenues increased by 6% in Q1 due to organic sales growth and currency translation effects.

  • EBIT adjusted grew 15% despite negative impacts of Easter dates.

  • Net interest-bearing debt of NOK 18.4 billion was seen at quarter end.

  • Orkla 投資組合的運營改善推動了 2024 年第一季度的強勁表現。

  • 儘管復活節時間發生了變化,但銷量仍增長了1%。

  • 調整後的每股收益增長了14%,至每股1.5挪威克朗。

  • 由於銷售的有機增長和貨幣折算的影響,第一季度的營業收入增長了6%。

  • 儘管復活節受到負面影響,但調整後的息稅前利潤仍增長了15%。

  • 截至季度末,淨計息債務爲184億挪威克朗。

Business Progress:

業務進展:

  • Full potential plans execution across all portfolio companies showcased positive momentum.

  • A sales growth is projected in 2024 for Jotun, despite significant currency loss.

  • Significant recovery from a negative EBIT impact in 2023 is expected at the new biscuit factory in Latvia.

  • Orkla is looking to relinquish its 40% shares in Orkla Food Ingredients.

  • The company is on par with the targets set in the Capital Markets Day last year and aims for an annual total share return of 12% to 14%.

  • Volumes for Orkla Foods Europe and in Confectionery & Snacks categories showed notable recovery.

  • The company is in line with the CMD targets to increase margins by 150-200 basis points by end of 2026, with Q1 results revealing a 1 percentage point improvement.

  • 所有投資組合公司的全部潛在計劃的執行都顯示出積極的勢頭。

  • 儘管出現重大貨幣損失,但佐敦的銷售額預計在2024年將增長。

  • 拉脫維亞的新餅乾工廠預計將在2023年從息稅前利潤的負面影響中大幅復甦。

  • Orkla希望放棄其在Orkla食品配料中的40%股份。

  • 該公司與去年資本市場日設定的目標持平,目標是年總股票回報率爲12%至14%。

  • Orkla Foods Europe以及糖果和零食類別的銷量顯示出顯著回升。

  • 該公司符合CMD的目標,即到2026年底將利潤率提高150-200個點子,第一季度的業績顯示增長了1個百分點。

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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