share_log

Earnings Call Summary | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD(ALFVY.US) Q1 2024 Earnings Conference

Earnings Call Summary | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD(ALFVY.US) Q1 2024 Earnings Conference

财报电话会议摘要 | ALFA LAVAL AB UNSP ADR EACH REPR 1 ORD (ALFVY.US) 2024 年第一季度财报会议
富途资讯 ·  04/27 13:11  · 电话会议

The following is a summary of the Alfa Laval Corporate AB (ALFVY) Q1 2024 Earnings Call Transcript:

以下是阿法拉伐企业股份公司(ALFVY)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Alfa Laval reported stable Q1 2024 order intake year-on-year, up 8% sequentially.

  • EBITA improved slightly from the previous year, but the margin decreased somewhat.

  • The company's order book grew to about SEK 48 billion with book-to-bill in the quarter being 1.23.

  • Adjusted EBITA margin was 16.3% or SEK 2.4 billion.

  • Q1 generated a cash flow from operating activities of SEK 1.7 billion.

  • Q1 investment of SEK 818 million indicates increased capital expenditure.

  • The company saw strong order intake especially in Marine with significant contribution from its pumping system orders.

  • 阿法拉伐报告称,2024年第一季度的订单量同比稳定,环比增长8%。

  • 息税折旧摊销前利润比上年略有改善,但利润率有所下降。

  • 该公司的订单量增长到约480亿瑞典克朗,该季度的账面到账量为1.23。

  • 调整后的息税折旧摊销前利润率为16.3%,合24亿瑞典克朗。

  • 第一季度从经营活动中产生了17亿瑞典克朗的现金流。

  • 第一季度8.18亿瑞典克朗的投资表明资本支出增加。

  • 该公司的订单量强劲,尤其是在船舶领域,其泵送系统订单做出了重大贡献。

Business Progress:

业务进展:

  • Alfa Laval continues to lead the energy transition while maintaining profitability and a strong balance sheet.

  • Growth in services led to this sector accounting for 31% of Energy division's order intake.

  • Despite lower-than-expected invoicing, the Food & Water division witnessed robust demand and grew 10% versus last year.

  • The Marine division demand was stronger than forecasted and surged by 30% sequentially.

  • Alfa Laval is expanding into new business areas, particularly in the HVAC sector.

  • Ongoing investments are aimed at operations development and manufacturing technology.

  • The company plans to sustain organic growth with focus also on potential mergers and acquisitions.

  • Alfa Laval noted increasing interest in multifuel ships, signaling an emerging market.

  • The company urges attendance to its planned Capital Markets Day in November in Volterra.

  • 阿法拉伐继续引领能源转型,同时保持盈利能力和强劲的资产负债表。

  • 服务业的增长使该行业占能源部门订单量的31%。

  • 尽管发票低于预期,但食品和水资源部门的需求强劲,与去年相比增长了10%。

  • 海事部门的需求强于预期,环比增长了30%。

  • 阿法拉伐正在扩展到新的业务领域,特别是在暖通空调领域。

  • 持续的投资旨在运营开发和制造技术。

  • 该公司计划维持有机增长,还将重点放在潜在的合并和收购上。

  • 阿法拉伐指出,人们对多燃料船的兴趣与日俱增,这预示着新兴市场的到来。

  • 该公司敦促出席计划于11月在沃尔泰拉举行的资本市场日。

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:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发