Earnings Call Summary | Fresenius Medical Care(FMS.US) Q1 2024 Earnings Conference
Earnings Call Summary | Fresenius Medical Care(FMS.US) Q1 2024 Earnings Conference
The following is a summary of the Fresenius Medical Care AG (FMS) Q1 2024 Earnings Call Transcript:
以下是費森尤斯醫療保健股份公司（FMS）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Fresenius reported a Q1 revenue growth of 4%, driven by contributions from both Care Delivery and Care Enablement segments.
Operating income improved by 23%, supported by higher prices, higher value-based care contribution, and strong FME25 savings.
The company's portfolio optimization plan is estimated to generate cash proceeds of around €650 million upon closing.
Same Store Revenue growth was recorded as -0.7%, or -0.3% adjusting to acute clinics, with the company reiterating the 0.5 to 2% volume rate target for 2024.
A healthy revenue per treatment in Q1 was reported, fueled by sturdy reimbursement, pricing, and improved mix.
費森尤斯報告稱，第一季度收入增長了4％，這得益於護理交付和護理支持部門的貢獻。
在價格上漲、基於價值的醫療繳款和強勁的 FME25 儲蓄的支持下，營業收入增長了23％。
據估計，該公司的投資組合優化計劃將在收盤時產生約6.5億歐元的現金收益。
同店收入增長-0.7％，經急性診所調整後爲-0.3％，該公司重申了2024年0.5％至2％的銷量目標。
報告稱，在穩健的報銷、定價和組合改善的推動下，第一季度每項治療的收入都很可觀。
Business Progress:
業務進展：
Fresenius has made significant improvements in its Care Delivery segment, resulting in increased patient growth.
The company is reducing the number of constrained clinics and optimizing the clinic footprint in growth markets, while also preparing for the rollout of high-volume hemodiafiltration in the U.S.
Notable portfolio optimization steps have been taken with divestments in Brazil, Colombia, Chile, Ecuador, Guatemala, Peru, and Curacao.
Path to accelerating investment in Cloud infrastructure to support growth and demand for their AI platform.
Operational improvements are being made to address labor market challenges and unconstrain clinics.
Expectations of a return to market growth of 2% to 3% by the end of 2025 was reiterated.
Fresenius continues to make improvements in labor efficiencies and management of labor costs amidst labor shortage situations.
The company is reassessing its future contracting strategy under new leadership and remains committed to its 2025 EBIT margin target.
費森尤斯在其護理服務領域取得了重大改善，從而促進了患者增長。
該公司正在減少受限診所的數量，優化成長型市場的診所足跡，同時還爲在美國推出大批量血液透析過濾做準備。
已採取顯著的投資組合優化措施，在巴西、哥倫比亞、智利、厄瓜多爾、危地馬拉、秘魯和庫拉索島撤資。
加快對雲基礎設施的投資以支持其人工智能平台的增長和需求的途徑。
正在進行運營改進，以應對勞動力市場的挑戰和解除對診所的限制。
重申了到2025年底市場恢復增長2％至3％的預期。
在勞動力短缺的情況下，費森尤斯繼續改善勞動效率和勞動力成本管理。
該公司正在新領導層的領導下重新評估其未來的合同戰略，並繼續致力於實現其2025年息稅前利潤率目標。
More details: Fresenius Medical Care IR
更多詳情： 費森尤斯醫療保健 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。