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Ferrovial SE (FER) Q3 2024 Earnings Call Transcript Summary

Ferrovial SE (FER) Q3 2024 Earnings Call Transcript Summary

Ferrovial SE(FER)2024年第3季度業績會業績摘要
富途資訊 ·  11/02 16:14  · 電話會議

The following is a summary of the Ferrovial SE (FER) Q3 2024 Earnings Call Transcript:

以下是Ferrovial SE(FER)2024年第三季度業績會交易摘要:

Financial Performance:

金融業績:

  • Ferrovial reported toll roads revenue increases with double-digit growth in revenue and EBITDA across North American assets.

  • Net income from Q3 highlighted by dividends from infrastructure assets totaling €490 million, including significant dividends from the North American toll roads.

  • Reported proceeds from the sale of stakes and divestments totaling €427 million.

  • Shareholder distributions and buybacks were significant, amounting to €749 million in buybacks and €75 million invested in treasury shares for the first nine months of the year.

  • Ferrovial報告高速公路營業收入增長,北美資產營業收入和EBITDA都實現兩位數增長。

  • 第三季度淨利潤突出的是來自基礎設施資產的分紅,總計€49000萬,其中包括來自北美高速公路的重大分紅。

  • 報告顯示出售股份和出售資產共計€42700萬的收益。

  • 股東分紅和回購非常重要,年初前九個月的回購金額達到€74900萬,投資於公司股票購回中的金額爲€7500萬。

Business Progress:

業務進展:

  • Notable improvements and expansions in toll road operations in North America, particularly on U.S. managed lanes with solid revenue per transaction growth.

  • Development of the New Terminal 1, Dalaman, with €347 million in equity contributions for construction, which is on schedule and within budget.

  • Record-breaking passenger numbers at Heathrow and strong growth performance at other airports like AGS and Dalaman.

  • Expansion in construction operations reflected in a healthy project backlog and increased EBIT margins across subsidiaries.

  • 在北美的高速公路運營方面有顯着的改善和擴張,尤其是在管理車道的美國部分,交易每筆收入增長穩健。

  • 達拉曼新1號航站樓的開發,斥資34700萬歐元進行施工,項目進展順利,且預算內。

  • 希斯羅創紀錄的旅客數量,以及AGS和達拉曼等其他機場強勁增長的表現。

  • 施工業務擴張在健康的項目積壓和子公司EBIT利潤率的增加中得到體現。

Opportunities:

機會:

  • Increased commuting patterns and strategic asset placement in North America have driven profitability and dividends from these operations.

  • Investments in high-potential infrastructure assets like the I-77 and Terminal 1 at Dalaman airport which are expected to lead to higher passenger capacity and traffic.

  • Strategic transfer of economic rights of concessions in Europe and Canada emphasizes strategic reallocation towards high-value assets.

  • 北美地區通勤模式增加以及戰略性資產部署推動了這些業務的盈利能力和分紅。

  • 投資於潛力巨大的基礎設施資產,如I-77和達拉曼機場1號航站樓,預計將帶來更高的客流量和交通量。

  • 在歐洲和加拿大戰略性轉移特許經濟權強調了高價值資產的戰略再配置。

Risks:

風險:

  • Adverse weather conditions and ongoing construction impacted both toll and airport traffic volumes, notably affecting North American toll road operations and Heathrow airport performances.

  • Regulatory aspects like Schedule 22 concerning 407 ETR tolling could impact future revenue models and traffic management.

  • 逆境天氣條件和正在進行中的施工影響了收費和機場交通量,尤其是影響了北美收費公路運營和希思羅機場的表現。

  • 像407 ETR收費方面的時間表22這樣的監管方面可能會影響未來的營收模式和交通管理。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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