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Earnings Call Summary | LEROY SEAFOOD GROUP(LYSFF.US) Q1 2024 Earnings Conference

Earnings Call Summary | LEROY SEAFOOD GROUP(LYSFF.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 勒羅伊海鮮集團 (LYSFF.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/16 07:01  · 電話會議

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。


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