Earnings Call Summary | SembCorp Marine(SMBMF.US) Q4 2023 Earnings Conference
Earnings Call Summary | SembCorp Marine(SMBMF.US) Q4 2023 Earnings Conference
The following is a summary of the Seatrium Limited (SMBMF) Q4 2023 Earnings Call Transcript:
以下是Seatrium Limited（SMBMF）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Seatrium reported a massive 300% increase in annual revenue to SGD7.3 billion for FY 2023.
The company's underlying EBITDA rose significantly by 456% year-on-year to SGD628 million.
Seatrium narrowed its net loss to SGD28 million from SGD141 million the previous year before pulling in an unexpected net profit of SGD33 million in the latter half of the year.
Despite depreciation costs rising to SGD256 million in the second half of the year, Seatrium's EBITDA margin remained stable at 8.4%.
The company reported cash health of $2.2 billion, mainly aimed towards working capital in future projects.
Seatrium settled the year with a decreased gearing ratio of 0.12x and a lower SGD747 million net debt position.
The company's shareholders' funds increased from SGD3.8 billion to SGD6.5 billion at the end of 2023.
Seatrium報告稱，2023財年的年收入大幅增長了300％，達到73億新加坡元。
該公司的基礎息稅折舊攤銷前利潤同比大幅增長456％，達到 SGD628 百萬美元。
Seatrium將其淨虧損從去年的SGD141 百萬美元縮小至 SGD28 百萬美元，然後在下半年意外實現了 SGD33 百萬美元的淨利潤。
儘管下半年的折舊成本上升至 SGD256 百萬美元，但Seatrium的息稅折舊攤銷前利潤率仍穩定在8.4％。
該公司報告的現金狀況爲22億美元，主要用於未來項目的營運資金。
Seatrium在本年度結算時資產負債率下降了0.12倍，SGD747 百萬美元的淨負債狀況也有所降低。
該公司的股東資金從38億新元增加到2023年底的65億新元。
Business Progress:
業務進展：
Seatrium completed 13 major projects, with a strong net order book of SGD16.2 billion.
The company launched its new Sustainability Vision 2030, aiming to reduce carbon emissions by 40% by 2030 and achieving Net 0 emissions by 2050.
Seatrium completed 291 projects in global repairs and upgrades, which included 46 energy-saving retrofits.
The company aims to deliver improved financial performance in the coming financial year 2024.
Less than 10% of the current order book is expected to be loss-making in the next year, with a majority of these projects to be completed within 2024.
Seatrium's US yard holds strategic importance in the renewable market and their overall strategic plan.
The company settled the historical Operation Car Wash legal matter with the Brazilian authorities, resulting in a payment of SGD182.4 million.
Despite the merger decreasing its net asset value per share, Seatrium Offshore & Marine has made a positive impact on the group's funds. The company secured over SGD3.5 billion in new loans, most of which were sustainability-linked, and has SGD2 billion in undrawn credit facilities.
Seatrium完成了13個重大項目，淨訂單量高達162億新元。
該公司推出了新的2030年可持續發展願景，目標是到2030年將碳排放量減少40％，到2050年實現淨零排放。
Seatrium完成了291個全球維修和升級項目，其中包括46項節能改造。
該公司的目標是在下一個2024財年改善財務業績。
預計明年當前訂單中只有不到10％會出現虧損，其中大多數項目將在2024年內完成。
Seatrium的美國工廠在可再生能源市場及其總體戰略計劃中具有戰略重要性。
該公司與巴西當局和解了歷史上的 “洗車行動” 法律問題，最終支付了1.824億新元。
儘管合併降低了其每股淨資產價值，但Seatrium Offshore & Marine對該集團的資金產生了積極影響。該公司獲得了超過35億新元的新貸款，其中大部分與可持續發展有關，還有20億新元的未提取信貸額度。
More details: SembCorp Marine IR
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譯文內容由第三人軟體翻譯。