Earnings Call Summary | KONINKLIJKE DSM NV(KDSKF.US) Q1 2024 Earnings Conference
Earnings Call Summary | KONINKLIJKE DSM NV(KDSKF.US) Q1 2024 Earnings Conference
The following is a summary of the DSM-Firmenich AG (KDSKF) Q1 2024 Earnings Call Transcript:
以下是DSM-Firmenich AG（KDSKF）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
DSM-Firmenich reported a Q1 EBITDA margin of 15% and expects yearly EBITDA growth of at least €1.9 billion due to internal improvements.
Negative factors included the impact of vitamin effects and a fish oil shortage on sales and EBITDA, impacting the HNC and Animal Nutrition sectors.
Their self-help actions have already started to pay off, contributing €45 million in Q1.
They plan to continue to improve their profit margin by shifting production from a focus on volume to value.
DSM-Firmenich报告称，第一季度息税折旧摊销前利润率为15％，由于内部改善，预计每年的息税折旧摊销前利润将增长至少19亿欧元。
负面因素包括维生素效应和鱼油短缺对销售和息税折旧摊销前利润的影响，影响HNC和动物营养行业。
他们的自助行动已经开始获得回报，在第一季度捐款4,500万欧元。
他们计划通过将生产从注重产量转向价值来继续提高利润率。
Business Progress:
业务进展：
Despite negative impacts to some sectors, DSM-Firmenich saw sequential improvements in the Perfumery & Beauty and Taste, Texture & Health segments due to increased sales.
The company started preparations for the separation of the Animal sector announced last year.
In response to the fish oil shortage, DSM-Firmenich is shifting to algal-based lipids through their Veramaris venture and is regulating their inventory levels carefully, particularly for vitamin A.
Their strategy to prioritize value over volume in their products and ingredients is proving successful, with notable contributions already appearing in Q1.
尽管对某些行业产生了负面影响，但由于销售额的增加，DSM-Firmenich在香水与美容和口感、质地与健康板块中出现了连续改善。
该公司开始为去年宣布的动物行业分离做准备。
为了应对鱼油短缺，DSM-Firmenich正在通过其Veramaris合资企业转向藻类脂质，并正在谨慎调节其库存水平，尤其是维生素A的库存水平。
事实证明，他们在产品和原料中将价值置于数量之上的策略取得了成功，第一季度已经出现了显著的贡献。
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