Earnings Call Summary | Sendas Distributor(ASAI.US) Q4 2023 Earnings Conference
Earnings Call Summary | Sendas Distributor(ASAI.US) Q4 2023 Earnings Conference
The following is a summary of the Sendas Distribuidora SA (ASAI) Q4 2023 Earnings Call Transcript:
以下是 Sendas Distribuidora SA (ASAI) 2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Sendas Distribuidora SA reported a 16% growth in total in 2023 leading to a 60% overall growth across two years, representing an additional R$2.7 billion in Q4 sales.
Sales progression was at 3% at the end of Q4 2023, with significant market gain.
Operational cash generation reached R$4.6 billion in 2023.
Q4 2023 resulted in a net income of 1.9 with a total annual net income of 1.2%.
The company invested more than R$5 billion in 2023, adding to a total investment of around R$16 billion over the past three years.
Earnings reached R$736 million in Q4, leading to a full-year financial result of R$1.8 billion, an annual increase of over R$200 million and R$800 million respectively.
Quarter-end net income was R$3.3 million, with a profit margin of 1.9%.
Annual profit reached R$776 million with a margin of R$1.2.
Cash generation growth increased by R$453 million year-over-year to R$4.6 billion.
With financing costs of R$1.8 billion, the year-end net debt was R$13.1 billion with a leverage ratio of R$3.8.
森達斯分銷股份公司報告稱，2023年總增長了16％，兩年內總體增長了60％，這意味着第四季度的銷售額增加了27億雷亞爾。
2023年第四季度末，銷售增長了3％，市場大幅增長。
2023 年，運營現金產生量達到 46 億雷亞爾。
2023年第四季度的淨收入爲1.9％，年總淨收入爲1.2％。
該公司在2023年投資了超過50億雷亞爾，在過去三年的總投資中增加了約160億雷亞爾。
第四季度收益達到7.36億雷亞爾，全年財務業績達到18億雷亞爾，年增長分別超過2億雷亞爾和8億雷亞爾。
季度末淨收入爲330萬雷亞爾，利潤率爲1.9％。
年利潤達到7.76億雷亞爾，利潤率爲1.2雷亞爾。
現金生成增長同比增長4.53億雷亞爾，達到46億雷亞爾。
融資成本爲18億雷亞爾，年終淨負債爲131億雷亞爾，槓桿率爲3.8雷亞爾。
Business Progress:
業務進展：
Sendas Distribuidora opened 27 new stores in 2023, augmenting to 288 stores and showing nearly 90% growth over the last three years.
Their regional expansion and customer service improvements catered to almost 50% penetration in certain regions.
The company showcased sustainability by reducing carbon emissions by 10% and increasing waste reuse.
Sendas Distribuidora plans to reduce their leverage in 2024 while maintaining operational efficiency.
Market penetration was achieved through offering new services and product lines, mainly to the wealthier customer segments.
The company plans to continue its strategic expansion while also exploring opportunities for in-store advertising.
After tripling in size over the three years, they have plans of intensifying their deleveraging process in 2024.
Sendas Distribuidora expects inflation rates of about 4-5% this year due to volatility in commodities, but remains positive due to an increase in Q4 sales.
Control over expenses, delivering a low-cost operation, and working capital management, particularly benefitting small entrepreneurs, are key in their strategic plans.
森達斯分銷商在2023年開設了27家新門店，增加到288家門店，在過去三年中增長了近90％。
他們的區域擴張和客戶服務的改善使某些地區的滲透率接近50％。
該公司通過減少10％的碳排放和增加廢物再利用來展示可持續性。
森達斯分銷商計劃在2024年降低槓桿率，同時保持運營效率。
市場滲透是通過提供新的服務和產品線實現的，主要是向較富裕的客戶群體。
該公司計劃繼續進行戰略擴張，同時還探索店內廣告的機會。
在三年中規模擴大了三倍之後，他們計劃在2024年加強去槓桿化進程。
Sendas Distribuidora預計，由於大宗商品的波動，今年的通貨膨脹率約爲4-5％，但由於第四季度銷售額的增長，通貨膨脹率仍爲正值。
控制開支、提供低成本運營和營運資本管理，特別是使小企業家受益，是他們戰略計劃的關鍵。
More details: Sendas Distributor IR
更多詳情： 森達斯分銷商 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.
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譯文內容由第三人軟體翻譯。