Earnings Call Summary | Ternium(TX.US) Q1 2024 Earnings Conference
Earnings Call Summary | Ternium(TX.US) Q1 2024 Earnings Conference
The following is a summary of the Ternium S.A. (TX) Q1 2024 Earnings Call Transcript:
以下是Ternium S.A.（德克薩斯州）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Ternium started 2024 strong, with an adjusted EBITDA margin of 17% and an increase in net cash to $2 billion at the end of March.
Adjusted EBITDA reached $655 million, up 31% from last quarter, and earnings have shown sound improvements.
Despite the robust operational performance, foreign exchange losses and divestment of assets have resulted in some offset.
Ternium anticipates a drop in EBITDA in Q2 due to an expected decrease in the revenue per ton in the steel segment.
Ternium在2024年開局表現強勁，調整後的息稅折舊攤銷前利潤率爲17％，淨現金在3月底增長至20億美元。
調整後的息稅折舊攤銷前利潤達到6.55億美元，比上個季度增長31％，收益也顯示出明顯改善。
儘管運營表現強勁，但外匯損失和資產剝離在一定程度上抵消了損失。
Ternium預計，由於鋼鐵板塊每噸收入的預期下降，第二季度息稅折舊攤銷前利潤將下降。
Business Progress:
業務進展：
There has been an increase in demand from the industrial sector in Mexico, and the auto industry is anticipated to reach 4 million units in 2024.
Ternium is planning significant project developments at its industrial center, with the first stage set to commence in 2024.
Despite a temporary setback at a blast furnace in Brazil, customer demands have been met, and the company's Pesquería 3 project is progressing well with the first line expected to be operational by July 2024.
The company's focus will remain on growth opportunities in the Americas while maintaining CapEx plans and facility improvements.
墨西哥工業部門的需求有所增加，預計到2024年，汽車行業將達到400萬輛。
Ternium正計劃在其工業中心進行重大項目開發，第一階段定於2024年開始。
儘管巴西的一座高爐暫時遇到了挫折，但客戶的需求已經得到滿足，該公司的Pesqueriá3項目進展順利，第一條生產線預計將於2024年7月投入運營。
該公司的重點仍將放在美洲的增長機會上，同時維持資本支出計劃和設施改善。
More details: Ternium IR
更多詳情： Ternium 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.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。