Earnings Call Summary | Brookfield Business Partners LP(BBU.US) Q1 2024 Earnings Conference
Earnings Call Summary | Brookfield Business Partners LP(BBU.US) Q1 2024 Earnings Conference
The following is a summary of the Brookfield Business Partners L.P. (BBU) Q1 2024 Earnings Call Transcript:
以下是布魯克菲爾德商業夥伴有限責任公司（BBU）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Brookfield Business Partners reported Q1 2024 adjusted EBITDA of $544 million - an increase from previous EBITDA margin of 19% to over 20% for the quarter.
They generated about $300 million in proceeds through distributions and sales of two smaller businesses.
Since taking BBU public, the business monetized 20 businesses, generating about $6 billion of proceeds with a composite IRR of over 30%.
Their CDK business saw a near 30% increase in adjusted EBITDA due to organic growth and a rise in economic ownership.
布魯克菲爾德商業夥伴報告稱，2024年第一季度調整後的息稅折舊攤銷前利潤爲5.44億美元，從之前的19％的息稅折舊攤銷前利潤率提高到該季度的20％以上。
他們通過分銷和銷售兩家小型企業創造了約3億美元的收益。
自將BBU上市以來，該公司通過20家企業獲利，產生了約60億美元的收益，綜合內部收益率超過30％。
由於有機增長和經濟所有權的增加，他們的CDK業務調整後的息稅折舊攤銷前利潤增長了近30％。
Business Progress:
業務進展：
Brookfield has been actively progressing in capital recycling initiatives as seen in the returns and building intrinsic value in its businesses.
They are leveraging AI tools to automate processes and improve efficiency.
Significant manufacturing efficiency improvements in DexKo, one of their components manufacturers, have created value through synergies.
Clarios, another one of their businesses, continues to improve and pivot towards AGM batteries.
The company has also successfully repriced its debt and compressed spreads at Brand.
Despite short-term challenges in their Healthscope venture, they are executing an improvement plan towards a sustainable operation.
布魯克菲爾德一直在資本回收計劃方面積極取得進展，這體現在其業務的回報和內在價值建設上。
他們正在利用人工智能工具來自動化流程並提高效率。
其零部件製造商之一 DexKO 的生產效率顯著提高通過協同效應創造了價值。
他們的另一家業務Clarios繼續改善並轉向AGM電池。
該公司還成功地對布蘭德的債務進行了重新定價並壓縮了利差。
儘管他們的Healthscope合資企業面臨短期挑戰，但他們正在執行一項改善計劃，以實現可持續運營。
More details: Brookfield Business Partners LP IR
更多詳情： 布魯克菲爾德商業夥伴有限責任公司 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。