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Earnings Call Summary | Nabors Industries(NBR.US) Q1 2024 Earnings Conference

Earnings Call Summary | Nabors Industries(NBR.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 納博斯工業（NBR.US）2024 年第一季度業績會議
富途資訊 ·  04/26 19:01  · 電話會議

The following is a summary of the Nabors Industries Ltd. (NBR) Q1 2024 Earnings Call Transcript:

以下是納博斯工業有限公司（NBR）2024年第一季度業績電話會議記錄摘要：

Financial Performance:

財務業績：

  • Nabors Industries generated total adjusted EBITDA of $221 million in Q1 2024, exceeding expectations.

  • Revenue from operations totaled $734 million, a 1.1% growth from the last quarter.

  • Cost reductions were seen as daily operational expenses decreased, reflecting excellent expense management.

  • Average rig count grew by four rigs, contributing to increased revenue.

  • Drilling Solutions and Rig Technologies generated over 17% of total EBITDA with $39 million.

  • The company expects 2024 EBITDA to be between $920 million to $930 million, showing a clear growth trajectory.

  • Anticipated operational expenses include interest costs of about $180 million and cash tax of around $50 million.

  • Free cash flow for the whole company is expected to be between $100 million and $200 million in 2024.

  • 納博斯工業在2024年第一季度產生的調整後息稅折舊攤銷前利潤總額爲2.21億美元，超出預期。

  • 運營收入總額爲7.34億美元，比上個季度增長1.1％。

  • 隨着每日運營開支的減少，成本的降低被視爲出色的費用管理。

  • 平均鑽機數量增加了四臺鑽機，促進了收入的增加。

  • 鑽探解決方案和鑽機技術創造了總息稅折舊攤銷前利潤的17％以上，爲3,900萬美元。

  • 該公司預計，2024年的息稅折舊攤銷前利潤將在9.2億美元至9.3億美元之間，顯示出明確的增長軌跡。

  • 預期的運營支出包括約1.8億美元的利息成本和約5000萬美元的現金稅。

  • 預計到2024年，整個公司的自由現金流將在1億至2億美元之間。

Business Progress:

業務進展：

  • Nabors has expansion plans with schedules for the deployment of seven international rigs in 2024.

  • Negotiations for three rigs in Argentina have been successful, with deployment plans in 2024 and early 2025.

  • The company has made significant progress in the Middle East and Algeria.

  • Energy transition strategies focus on improving operational efficiency and reducing emission intensity.

  • They are working on growing NDS revenue on their own Lower 48 and international rigs.

  • Continued focus on reducing net debt and improving credit scores.

  • 10 rigs are planned for Saudi Arabia and 3 for Argentina, spread from 2024-2026.

  • 14 deployments are pending for 2024, with an additional 3 expected for 2025, with an eye on new opportunities in Latin America, the Middle East, and the Eastern Hemisphere.

  • Further expansion of Rig Tech is being considered internationally due to recent awards and the energy transition.

  • It is estimated that total EBITDA run rate of all new rigs will be $125 million by the end of 2025.

  • 納博斯制定了擴張計劃，計劃在2024年部署七臺國際鑽機。

  • 阿根廷三臺鑽機的談判取得了成功，計劃在2024年和2025年初進行部署。

  • 該公司在中東和阿爾及利亞取得了重大進展。

  • 能源轉型戰略側重於提高運營效率和降低排放強度。

  • 他們正在努力增加自己的 Lower 48 鑽機和國際鑽機的 NDS 收入。

  • 繼續專注於減少淨負債和提高信用評分。

  • 計劃在2024-2026年間爲沙特阿拉伯建造10臺鑽機，爲阿根廷建造3臺鑽機。

  • 2024年有14項部署尚待部署，預計在2025年再進行3次部署，着眼於拉丁美洲、中東和東半球的新機遇。

  • 由於最近的獎項和能源轉型，國際上正在考慮進一步擴展 Rig Tech。

  • 據估計，到2025年底，所有新鑽機的總息稅折舊攤銷前利潤將達到1.25億美元。

More details: Nabors Industries IR

更多詳情： 納博斯工業投資者關係

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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