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Earnings Call Summary | TECHNIP ENERGIES N.V SPON ADR EACH REP 1 ORD SHS(THNPY.US) Q1 2024 Earnings Conference

Earnings Call Summary | TECHNIP ENERGIES N.V SPON ADR EACH REP 1 ORD SHS(THNPY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | TECHNIP ENERGIES N.V SPON ADR 每位代表 1 ORD SHS (THNPY.US) 2024 年第一季度業績會議
富途資訊 ·  05/04 18:25  · 電話會議

The following is a summary of the Technip Energies N.V. (THNPY) Q1 2024 Earnings Call Transcript:

以下是Technip Energies NV.(THNPY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Technip Energies Q1 adjusted earnings amounted to €1.5 billion, a 5% rise YoY with an adjusted recurring EBIT margin of 7.3%.

  • Noted a solid financial performance with an adjusted diluted EPS of €0.50 per share, marking an 11% YoY increase.

  • They achieved over 100% free cash conversion from EBIT excluding working capital, resulting in €119 million free cash flow.

  • The period end backlog increased by 27% YoY to €15.3 billion.

  • Estimation of a $200 million DOE funding for a potential collaboration with LanzaTech in the U.S.

  • Technip Energies第一季度調整後收益爲15億歐元,同比增長5%,調整後的經常性息稅前利潤率爲7.3%。

  • 注意到穩健的財務表現,調整後的攤薄每股收益爲0.50歐元,同比增長11%。

  • 他們的息稅前利潤(不包括營運資金)實現了超過100%的自由現金轉換,從而產生了1.19億歐元的自由現金流。

  • 期末積壓量同比增長27%,達到153億歐元。

  • 據估計,美國能源部將爲可能與美國LanzaTech的合作提供2億美元的資金

Business Progress:

業務進展:

  • Three major projects have been awarded including Ruwais LNG in Abu Dhabi, a BP project in U.K. and Marsa LNG in Oman.

  • They have prioritized net-zero solutions in strategic markets and innovation initiatives, particularly in carbon capture, cement production, gas-fired power, and energy from waste sectors.

  • A joint venture with SBM Offshore, EkWil, is formed to foster progress in the floating offshore wind sector.

  • Emphasis is laid on differentiation through carbon capture, sequestration and utilization technology.

  • R&D is a key focus as investments in the future, with particular attention to carbon capture technology improvements and optimization of hydrogen production costs.

  • Achieving double-digit EBIT margin by 2025 for TPS is targeted.

  • Attained €620 million of order intake in Q1 2024 with an expectation of exceeding a book-to-bill rate of one for 2024.

  • Envisaged opportunities in alcohol to jet pathway technology in the U.S. and U.K. as part of their commercial pipeline development.

  • 三個重大項目已獲授權,包括阿布扎比的Ruwais液化天然氣項目、英國石油公司在英國的項目和阿曼的Marsa液化天然氣項目。

  • 他們在戰略市場和創新計劃中優先考慮淨零解決方案,特別是在碳捕集、水泥生產、燃氣發電和廢棄物能源領域。

  • 與SBM Offshore成立了一家名爲ekwil的合資企業,旨在促進浮動海上風電領域的發展。

  • 重點是通過碳捕集、封存和利用技術實現差異化。

  • 研發是未來投資的重點,特別關注碳捕集技術的改進和氫氣生產成本的優化。

  • 目標是到2025年實現TPS的兩位數息稅前利潤率。

  • 2024 年第一季度的訂單量達到 6.2 億歐元,預計在 2024 年將超過一筆訂單的訂單。

  • 作爲商業管道開發的一部分,美國和英國設想了酒精到噴氣路徑技術的機會。

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。


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