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Earnings Call Summary | Sociedad Quimica Y Minera De Chile(SQM.US) Q1 2024 Earnings Conference

Earnings Call Summary | Sociedad Quimica Y Minera De Chile(SQM.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Sociedad Quimica Y Minera De Chile (SQM.US) 2024 年第一季度業績會議
富途資訊 ·  05/24 03:28  · 電話會議

The following is a summary of the Sociedad Química Y Minera De Chile S.A. (SQM) Q1 2024 Earnings Call Transcript:

以下是 Sociedad Química Y Minera De Chile S.A. (SQM) 2024 年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Sociedad Química Y Minera De Chile S.A. (SQM) announced total revenues of $1.1 billion with an adjusted EBITDA exceeding $400 million for Q1 2024.

  • SQM experienced a one-time tax impact of $1.1 billion in Q1 2024 due to a dispute over the interpretation of lithium mining tax. The impact of this tax in Q1 was around $8 million, which will be booked as tax expenses moving forward.

  • The cost for planned expansion at the Carmen complex is expected to be around $70 million. This is factored into the reiterated CapEx figure of $1.3 billion for 2024.

  • Sociedad Química Y Minera De Chile S.A.(SQM)宣佈2024年第一季度總收入爲11億美元,調整後的息稅折舊攤銷前利潤超過4億美元。

  • 由於對鋰礦業稅解釋的爭議,SQM在2024年第一季度經歷了11億美元的一次性稅收影響。該稅在第一季度產生的影響約爲800萬美元,將記作未來的稅收支出。

  • 卡門綜合大樓的計劃擴建成本預計約爲7,000萬美元。這是重申的2024年13億美元資本支出數字的考慮因素。

Business Progress:

業務進展:

  • The company showed strong growth across all major business lines, with record-high quarterly sales volumes in the iodine business, positive sales volume recovery in the fertilizer business, and a 30% increase in lithium sales volumes compared to the same time last year.

  • SQM has enhanced its position in the global hard rock lithium market with the commencement of production at the Mount Holland lithium project and the acquisition of Azure Minerals in Australia.

  • The company has increased its lithium carbonate capacity to 210,000 metric tons and aims to expand this to 240,000 metric tons by the end of 2024.

  • An increase in production is planned at the Carmen complex, targeting an additional 30,000 tons by 2025, to be achieved via higher recovery and lower capital investment.

  • 該公司在所有主要業務領域均表現出強勁的增長,碘業務的季度銷售量創歷史新高,化肥業務的銷量恢復良好,鋰的銷量與去年同期相比增長了30%。

  • 隨着荷蘭山鋰項目的投產以及對澳大利亞Azure Minerals的收購,SQM鞏固了其在全球硬巖鋰市場的地位。

  • 該公司已將其碳酸鋰產能提高到21萬公噸,並計劃到2024年底將其產能擴大到24萬公噸。

  • 計劃增加卡門綜合體的產量,目標是到2025年再增加3萬噸,這將通過提高回收率和減少資本投資來實現。

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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