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Earnings Call Summary | Sendas Distributor(ASAI.US) Q1 2024 Earnings Conference

Earnings Call Summary | Sendas Distributor(ASAI.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 森達斯分銷商 (ASAI.US) 2024 年第一季度業績會議
富途資訊 ·  04/26 13:53  · 電話會議

The following is a summary of the Sendas Distribuidora S.A. (ASAI) Q1 2024 Earnings Call Transcript:

以下是森達斯分銷有限公司(ASAI)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Sendas Distribuidora S.A. reported Q1 revenue of R$18.8 billion, representing a 14% growth from the previous year.

  • There was a 38% increase in EBITDA margin driven by strategic projects and improved store operations.

  • The company's net income grew significantly, demonstrating cash generation ability and lower leverage levels.

  • Gross profit for the first quarter reached R$2.8 billion, a result of increased gross margin.

  • Despite high investments, the company saw a decrease in leverage from 4.69x EBITDA to 3.65x EBITDA.

  • Sendas Distribuidora S.A. 公佈的第一季度收入爲188億雷亞爾,比上年增長14%。

  • 在戰略項目和門店運營改善的推動下,息稅折舊攤銷前利潤率增長了38%。

  • 該公司的淨收入大幅增長,這表明了現金產生能力和較低的槓桿水平。

  • 由於毛利率的提高,第一季度的毛利潤達到28億雷亞爾。

  • 儘管投資巨大,但該公司的槓桿率從4.69倍的息稅折舊攤銷前利潤降至3.65倍。

Business Progress:

業務進展:

  • Sendas Distribuidora broadened its business model to improve customer experiences and increase product varieties.

  • The company sees a significant potential in B2B customers and plans to expand service offerings for this segment.

  • The company expects to surpass over 300 active stores by the end of the year and approximately 35 new stores over the next two years.

  • Sendas is transitioning to a fully-fledged corporation, focusing on fulfilling customer needs and playing a social role in the community to address social inequality in Brazil.

  • The company's commitment to sustainable operations led to a 9.5% reduction in Scope 1 emissions and recycling of over 40% of operational waste.

  • Sendas Distribuidora擴大了其商業模式,以改善客戶體驗並增加產品種類。

  • 該公司看到了B2B客戶的巨大潛力,並計劃擴大該細分市場的服務範圍。

  • 該公司預計,到今年年底,活躍門店將超過300家,未來兩年將有大約35家新門店。

  • Sendas正在向一家成熟的公司過渡,專注於滿足客戶需求並在社區中發揮社會作用,以解決巴西的社會不平等問題。

  • 該公司對可持續運營的承諾使範圍1的排放減少了9.5%,並回收了40%以上的運營廢物。

More details: Sendas Distributor IR

更多詳情: 森達斯分銷商 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。


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