Earnings Call Summary | Stellantis NV(STLA.US) Q4 2023 Earnings Conference
Earnings Call Summary | Stellantis NV(STLA.US) Q4 2023 Earnings Conference
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
更多詳情: 內華達州斯特蘭蒂斯紅外
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。