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Earnings Call Summary | TECNICAS REUNIDAS(TNISF.US) Q2 2024 Earnings Conference

Earnings Call Summary | TECNICAS REUNIDAS(TNISF.US) Q2 2024 Earnings Conference

業績會總結 | TECNICAS REUNIDAS(TNISF.US) 2024年第二季度業績會
富途資訊 ·  08/04 21:00  · 電話會議

The following is a summary of the Técnicas Reunidas, S.A. (TNISF) Q2 2024 Earnings Call Transcript:

以下是 Técnicas Reunidas, S.A. (TNISF) 2024 年 Q2 業績會簡報摘要:

Financial Performance:

金融業績:

  • Técnicas Reunidas reported revenues of €2.1 billion for the first 6 months of 2024, with an EBIT of €84 million.

  • Net profit stood at €42 million for the first half of the year, aligning with a solid 4% EBIT margin.

  • The company holds a robust net cash position of €318 million and has reduced its gross debt by €63 million.

  • 2024 年上半年,Técnicas Reunidas 的收入達到了 21 億歐元,EBIt 達到了 8400 萬歐元。

  • 上半年的淨利潤爲 4200 萬歐元,EBIt 利潤率保持穩健的 4%。

  • 該公司持有穩健的淨現金頭寸 31800 萬歐元,並將其總負債降低了 6300 萬歐元。

Business Progress:

業務進展:

  • Técnicas Reunidas continues to expand its presence in North America, capturing market growth and leveraging their Houston office.

  • The company has propelled its services segment, achieving €142 million in order intake for the first half of the year, including projects related to low-carbon technologies.

  • As part of their SALTA strategy, they have formed strategic alliances, notably with Sinopec, aiming to de-risk projects and enhance business management.

  • The 2024 guidance projects €4.5 billion in sales with a focus on high-quality contracts and a strategy to reduce debt for improved balance sheet health.

  • Técnicas Reunidas 仍在拓展其在北美的業務,利用其在休斯敦的辦事處進行市場增長。

  • 該公司推動了其服務板塊的增長,上半年訂單總額達到了 1.42 億歐元,其中包括與低碳技術相關的項目。

  • 作爲其 SALTA 策略的一部分,該公司已經與中石化等建立了戰略聯盟,旨在降低項目風險並加強業務管理。

  • 2024 年指引將實現 45 億歐元的銷售額,重點關注高質量的合同,同時執行減少債務的策略以提高資產負債表的健康狀況。

Opportunities:

機會:

  • The SALTA strategy is designed to enhance service offerings and expand in North America, focusing on decarbonization projects, including hydrogen and carbon capture.

  • The company has secured significant engineering service contracts in North America and anticipates additional high-value projects driven by digitalization and energy transition requirements.

  • SALTA 策略旨在改進服務內容、在北美市場擴大其業務,並關注碳捕獲和氫能技術等減碳項目。

  • 該公司已在北美市場獲得了重要的工程服務合同,並預計將推動數字化和能源轉型要求驅動的高價值項目。

Risks:

風險:

  • The petrochemical sector's EBIT margins are high at 25% for H1, contrasting with refining margins which have dipped into negative territory due to end-stage project costs.

  • 上半年石化業務的 EBIt 利潤率高達 25%,而煉油業務的利潤率由於項目成本達到了終階段,已降至負值。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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