Earnings Call Summary | LASSONDE INDUSTRIES INC(LSDAF.US) Q4 2023 Earnings Conference
Earnings Call Summary | LASSONDE INDUSTRIES INC(LSDAF.US) Q4 2023 Earnings Conference
The following is a summary of the Lassonde Industries Inc. (LSDAF) Q4 2023 Earnings Call Transcript:
以下是拉松德工業公司（LSDAF）2023年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Lassonde reported an annual sales increase of 7.6% for 2023, attributed to price adjustments and a favorable sales mix, with a Q4 sales increase of 8.8%, reaching $605 million.
A significant increase in reported gross profit to $153 million, which constitutes 25.2% of sales, and adjusted profit attributable to shareholders was $21 million or $3.14 per share.
Adjusted EBITDA increased by 32% compared to the previous year, and the gross margin improved by over 100 basis points due to high gross margins and lower freight costs.
Lassonde Industries Inc. reported acquiring a controlling interest in Diamond Estates Wines & Spirits from November 14, 2023.
拉松德報告稱，由於價格調整和良好的銷售組合，2023年的年銷售額增長了7.6％，第四季度銷售額增長了8.8％，達到6.05億美元。
報告的毛利大幅增長至1.53億美元，佔銷售額的25.2％，調整後的股東應占利潤爲2,100萬美元，合每股3.14美元。
調整後的息稅折舊攤銷前利潤與上年相比增長了32％，毛利率提高了100多個點子，這要歸因於高毛利率和較低的運費。
拉松德工業公司報告稱，自2023年11月14日起收購了鑽石莊園葡萄酒與烈酒的控股權。
Business Progress:
業務進展：
Market share grew in Canada, evidencing a successful build-back plan in the wake of declining fruit juice and drink demand.
The implementation of a new TMS system led to reduced freight costs and improved adjusted EBITDA.
Lassonde expanded its production capabilities, initiating a new high-speed juice box line, and planning a new single-serve line at its North Carolina facility, set to begin full production in 2025.
Expected volume decline in the first half of 2024 is anticipated to be offset by a sequential volume improvement in the latter half of the year.
The company is considering growth options for its specialty food division in 2024, potentially involving organic growth or acquisitions.
加拿大的市場份額增長，這證明了在果汁和飲料需求下降之後的成功重建計劃。
新的TMS系統的實施降低了運費成本並改善了調整後的息稅折舊攤銷前利潤。
Lassonde擴大了生產能力，啓動了新的高速果汁盒生產線，並計劃在其北卡羅來納州的工廠建造一條新的單份生產線，該生產線定於2025年開始全面生產。
預計2024年上半年的銷量下降將被下半年銷量的連續增長所抵消。
該公司正在考慮在2024年爲其特種食品部門提供增長方案，可能涉及有機增長或收購。
More details: LASSONDE INDUSTRIES INC IR
更多詳情： LASSONDE 工業公司
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譯文內容由第三人軟體翻譯。