POSCO Holdings Inc. (PKX) Q3 2024 Earnings Call Transcript Summary
POSCO Holdings Inc. (PKX) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the POSCO Holdings Inc. (PKX) Q3 2024 Earnings Call Transcript:
以下是浦項鋼鐵控股有限公司(PKX)2024年第三季度業績會議呼叫成績單摘要:
Financial Performance:
金融業績:
POSCO reported third quarter revenues of KRW18.321 trillion, remaining consistent with the second quarter.
Operating income for the same period was KRW743 billion.
EBITDA stood at KRW1.75 billion for the third quarter.
Steel operating profit marked KRW466 billion, declining from the previous quarter by KRW31 billion.
Operating profits were bolstered by the Infrastructure segment and POSCO International, despite challenges in the rechargeable battery materials business.
浦項鋼鐵報告第三季度營收爲18.321萬億韓元,與第二季度保持一致。
同期營業利潤爲7430億韓元。
第三季度EBITDA爲17.5億韓元。
鋼鐵營業利潤爲4660億韓元,較上一季度下降310億韓元。
儘管蓄電池材料業務面臨挑戰,但製造業務和浦項國際推動了營業利潤增長。
Business Progress:
業務進展:
POSCO has completed the construction of the POSCO Argentina Brine Lithium Phase 1 plant, commencing production.
Strategic alliance formed with JSW Group in India for an integrated steel mill and renewable energy sectors.
POSCO is actively pursuing market entry strategies in key regions including India and restructuring non-core and low-margin businesses.
浦項鋼鐵已經完成了浦項阿根廷鋰鹽鋰礦第一階段工廠的建設,開始生產。
與印度JSW集團達成戰略聯盟,涵蓋一座綜合鋼鐵廠和可再生能源領域。
浦項鋼鐵正在積極制定市場進入策略,重點地區包括印度,並重組非核心和低毛利業務。
Opportunities:
機會:
The strategic alliance with JSW for establishing an integrated steel mill in India positions POSCO to capitalize on one of the fastest-growing steel demand markets.
Expansions in lithium hydroxide production and renewable energy collaborations are poised to bolster POSCO's portfolio in sustainable and renewable sectors.
與JSW建立在印度建立綜合鋼鐵廠的戰略聯盟,使浦項鋼鐵能夠利用增長最快的鋼鐵需求市場之一。
擴大鋰羥化物生產和與可再生能源合作將增強浦項鋼鐵在可持續和可再生領域的投資組合。
Risks:
風險:
Falling prices of lithium hydroxide and the intensive capital and operational expenditures due to new plant constructions add financial pressure and could potentially delay cost recovery.
Volatile steel demand and price fluctuations, particularly in the Chinese market, pose risks to profitability.
由於新工廠的建設導致鋰羥化物價格下跌和資本支出、運營支出增加,給浦項鋼鐵帶來財務壓力,可能延遲成本回收。
中國市場尤其是鋼鐵需求和價格波動的不穩定性對盈利能力構成風險。
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。