Earnings Call Summary | LEROY SEAFOOD GROUP(LYSFF.US) Q1 2024 Earnings Conference
Earnings Call Summary | LEROY SEAFOOD GROUP(LYSFF.US) Q1 2024 Earnings Conference
The following is a summary of the Lerøy Seafood Group ASA (LYSFF) Q1 2024 Earnings Call Transcript:
以下是Lerøy海產(LYSFF)2024年第1季度業績會的簡要講話記錄:
Financial Performance:
金融業績:
Lerøy Seafood reported an operational EBIT of NOK842 million in Q1 2024.
Significant improvements in earnings from VAP's (value-added processing) Sales and Distribution and healthy earnings in Wild Catch were noted.
A dividend of NOK2.5 per share has been proposed.
Leroy recorded an exceptional biological performance, improving net growth rate by 9%, reducing mortality by 24%, and reducing life treatments by 56% compared to the five-year average.
Lerøy海產在2024年第一季度報告了8.42億挪威克朗的運營利潤收入。
從增值加工銷售和分銷業務中的收益和野生捕撈的良好收益方面,都有顯着的改善。
建議每股派發2.5挪威克朗的股息。
Leroy的生物表現出色,將淨增長率提高了9%,將死亡率降低了24%,將生命治療量與五年平均值相比降低了56%。
Business Progress:
業務進展:
Lerøy is on track to meet its 2030 target of over NOK50 billion including advancement in the company's value chain.
Efforts towards a sustainable and efficient seafood value chain are starting to bear fruit.
The implementation of new shielding technology is set to minimize the need for live treatments with an objective to have 30-35% of the salmon shielded by the end of 2024.
Through operational improvements focusing on roe, smolt production, and new technologies, Leroy is on course to reach 2024 harvest targets.
A strong start in 2024 in value-added processing sales and distribution has been observed, including the introduction of salmon blood-derived nutritional supplements to maximize fish usage.
The company projects lower harvest targets for 2025 due to reduced license capacity following a traffic light system, potentially impacting the Wild catch area with potential challenges in quota situations.
Lerøy計劃在公司的價值鏈方面取得進展,以實現超過500億挪威克朗的目標。
努力打造可持續和高效的海產品供應鏈的努力開始見效。
新的防護技術的實施旨在最小化對現場治療的需要,目標是在2024年底前將三成-三成五的鮭魚防護。
通過關注ROE,卵魚生產和新技術的操作改善,Leroy正在走向實現2024年收成目標的道路上。
觀察到2024年增值加工銷售和分銷方面表現強勁的開局,包括引入鮭魚血液源性營養補充劑來最大化魚的使用。
公司預計2025年的收成目標將下降,因爲在紅綠燈制度下減少了許可證容量,可能影響到野生捕撈區,並在配額情況下可能面臨挑戰。
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。