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Earnings Call Summary | Stellantis NV(STLA.US) Q4 2023 Earnings Conference

Earnings Call Summary | Stellantis NV(STLA.US) Q4 2023 Earnings Conference

業績電話會議摘要 | Stellantis NV (STLA.US) 2023 年第四季度業績發佈會
富途資訊 ·  03/20 19:44  · 電話會議

The following is a summary of the Stellantis N.V. (STLA) Q4 2023 Earnings Call Transcript:

以下是Stellantis N.V.(STLA)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Stellantis achieved a record year-end with a 6% rise in net revenues, 11% rise in net profits, and a 19% increase in cash flow.

  • Adjusted Operating Income (AOI) margin of 12.8% reported, up from the previous year, with an industrial free cash flow of EUR12.9 billion.

  • Profit growth has been observed across all regions with specific improvements in North America and Europe, and Middle Eastern Africa doubling its yearly profit.

  • Despite a strengthening euro negatively impacting revenue by EUR6.5 billion, the net pricing gains have resulted in an additional EUR6.7 billion margin benefit.

  • A 16% increased dividend of EUR1.55 per share to be proposed at the AGM and open market share buyback of EUR3 billion, which is double that of last year's.

  • Stellantis在年底創下了創紀錄的業績,淨收入增長了6%,淨利潤增長了11%,現金流增長了19%。

  • 調整後的營業收入(AOI)利潤率爲12.8%,比上年有所增加,工業自由現金流爲129億歐元。

  • 所有地區的利潤均有所增長,北美和歐洲的利潤有所改善,中東非洲的年利潤翻了一番。

  • 儘管歐元走強對收入產生了65億歐元的負面影響,但淨定價增長帶來了67億歐元的額外利潤收益。

  • 股東周年大會上將提議將股息增加16%,達到每股1.55歐元,公開市場股票回購30億歐元,是去年的兩倍。

Business Progress:

業務進展:

  • Stellantis reported on significant progress including a 21% increase in battery electric vehicle (BEV) sales, leadership in commercial vehicles in Europe and Latin America, and growth in the Middle Eastern and African markets.

  • Planned expansion of BEV models from 30 in 2023 to 48 in 2024, with specific product introductions such as the new eC3 from Citroen.

  • Ongoing investment in technology from conventional Internal Combustion Engines (ICE) to BEVs and range extenders, with the purpose of providing customers with greater value and choice.

  • Successful implementation of the BEV production process in existing plants and new BEV launches expected in the second half of 2024.

  • Expansion of manufacturing footprint in Africa and the Middle East markets with overall growth being faster than expectations.

  • Plans announced for 2024 include a focus on Light Commercial Vehicle (LCV) business, aiming to achieve margin parity between BEVs and ICEs, and EUR7.7 billion total returns, which is a 26% increase YoY.

  • Stellantis報告了重大進展,包括電池電動汽車(BEV)銷量增長了21%,在歐洲和拉丁美洲商用車處於領先地位,以及中東和非洲市場的增長。

  • 計劃將電動汽車的車型從2023年的30款擴大到2024年的48款,並推出具體的產品,例如雪鐵龍的新款eC3。

  • 持續投資從傳統內燃機 (ICE) 到電動汽車和增程器的技術,目的是爲客戶提供更大的價值和選擇。

  • 在現有工廠成功實施純電動汽車生產流程,新電動汽車預計將於2024年下半年上市。

  • 擴大非洲和中東市場的製造足跡,整體增長速度快於預期。

  • 宣佈的2024年計劃包括將重點放在輕型商用車(LCV)業務上,目標是實現電動汽車和ICE之間的利潤平等,以及77億歐元的總回報,同比增長26%。

More details: Stellantis NV 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。


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