Earnings Call Summary | VESTAS WIND ADR(VWDRY.US) Q4 2023 Earnings Conference
Earnings Call Summary | VESTAS WIND ADR(VWDRY.US) Q4 2023 Earnings Conference
The following is a summary of the Vestas Wind Systems A/S (VWDRY) Q4 2023 Earnings Call Transcript:
以下是维斯塔斯风力系统A/S（VWDRY）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Vestas reported a return to profitability in 2023, marking an EBIT margin of 1.5%.
The company recorded revenues of €15.4 billion, an increase attributed to higher pricing and the growth of the service business.
Vestas projects a revenue range of €16 billion to €18 billion with an EBIT margin of 4% to 6% for 2024.
A 6% increase in annual revenue was driven by higher priced turbines and growth in the service segment.
Gross margin improved to 8.3%, a rise due to increased revenue, higher pricing Power Solutions, and lessening supply chain disruptions.
Q4 gross margin stood at 11%, up from negative 3% the previous year.
维斯塔斯报告称，2023年恢复盈利，息税前利润率为1.5％。
该公司的收入为154亿欧元，这一增长归因于定价上涨和服务业务的增长。
维斯塔斯预计，2024年的收入在160亿欧元至180亿欧元之间，息税前利润率为4％至6％。
年收入增长了6％，这得益于涡轮机价格的上涨和服务领域的增长。
毛利率提高至8.3％，这是由于收入增加，电力解决方案价格上涨以及供应链中断减少所致。
第四季度毛利率为11％，高于去年的负3％。
Business Progress:
业务进展：
Vestas introduced low-emission steel towers, a substantial step towards completely circular wind turbines.
The company announced a partnership with ArcelorMittal as part of this initiative.
Vestas maintains an unchanged strategic path with a focus on strong commercial discipline and a 'value over volume' attitude.
Record orders were made with strong onshore activity, particularly in the US, with a growing service order backlog now exceeding €34 billion.
The company plans to invest in capacities, technologies, and talent to secure sustainable growth in the long-term.
Vestas targets a 10% EBIT margin and a 20% return on investment over the cycle.
The company has ESG plans that include carbon neutrality across operations and a 45% Scope 3 reduction by 2030.
Vestas plans to invest in offshore manufacturing, new tools, and equipment for the 4-megawatt platform, with a new offshore facility set to start operations in 2025.
A €500 million sustainability-linked bond shows Vestas' commitment to sustainability.
维斯塔斯推出了低排放钢塔，这是朝着完全圆形的风力涡轮机迈出的重要一步。
作为该计划的一部分，该公司宣布与安赛乐米塔尔建立合作伙伴关系。
维斯塔斯保持不变的战略路径，专注于严格的商业纪律和 “价值胜于数量” 的态度。
创纪录的订单来自强劲的陆上活动，尤其是在美国，不断增长的服务订单积压现已超过340亿欧元。
该公司计划投资产能、技术和人才，以确保长期的可持续增长。
维斯塔斯的目标是在整个周期内实现10％的息税前利润率和20％的投资回报率。
该公司的ESG计划包括在所有运营中实现碳中和，到2030年将范围3减少45％。
维斯塔斯计划投资海上制造、4兆瓦平台的新工具和设备，新的海上设施定于2025年开始运营。
5亿欧元的可持续发展相关债券表明了维斯塔斯对可持续发展的承诺。
More details: VESTAS WIND ADR IR
更多详情： VESTAS WIND ADR IR
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：欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。
译文内容由第三方软件翻译。