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Earnings Call Summary | Stevanato Group(STVN.US) Q1 2024 Earnings Conference

Earnings Call Summary | Stevanato Group(STVN.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 斯蒂瓦那託集團 (STVN.US) 2024 年第一季度業績會議
富途資訊 ·  05/12 00:16  · 電話會議

The following is a summary of the Stevanato Group S.p.A. (STVN) Q1 2024 Earnings Call Transcript:

以下是斯蒂瓦那託集團股份公司(STVN)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Stevanato Group's Q1 2024 revenue decreased 1% to €236 million, with a 2% growth in Biopharmaceutical and Diagnostic Solutions Segment.

  • The gross profit margin saw a drop to 26.4% due to challenges like underutilization on vial lines and temporary inefficiencies in new manufacturing plants.

  • The net profit was registered at €18.8 million, with diluted earnings per share of €0.07 and adjusted net profit was €21.5 million with adjusted diluted earnings per share of €0.08.

  • Adjusted EBITDA was reported at €50.6 million, with the adjusted EBITDA margin being 21.4%.

  • The company adjusted its full-year 2024 Guidance with expected revenue of €1,125 million to €1,155 million and projected adjusted diluted EPS of €0.51 to €0.55.

  • 斯蒂瓦那託集團2024年第一季度的收入下降了1%,至2.36億歐元,生物製藥和診斷解決方案板塊增長了2%。

  • 由於瓶裝生產線利用不足和新制造工廠暫時效率低下等挑戰,毛利率下降至26.4%。

  • 淨利潤爲1,880萬歐元,攤薄後每股收益爲0.07歐元,調整後淨利潤爲2150萬歐元,調整後的攤薄後每股收益爲0.08歐元。

  • 調整後的息稅折舊攤銷前利潤爲5,060萬歐元,調整後的息稅折舊攤銷前利潤率爲21.4%。

  • 該公司調整了其2024年全年指引,預計收入爲11.25億歐元至11.55億歐元,調整後的攤薄後每股收益預計爲0.51歐元至0.55歐元。

Business Progress:

業務進展:

  • Despite the industry-wide temporary destocking challenge, Stevanato Group expects a gradual recovery in vials by the end of 2024 or early 2025.

  • The company is retaining most staff working on vial production lines, signaling preparedness for recovery.

  • Stevanato Group remains confident about its long-term prospects, aiming at achieving near-term targets by 2027 with unique integrated offerings.

  • The company has been focusing on operational improvements like resource optimization and footprint streamlining in the Engineering segment.

  • Key expansion projects like Fishers and Latina are advancing, with commercial production due to start in Fishers by H2 2024.

  • Opportunities are identified primarily in biologics, due to quality containment solutions and the capability to serve them in ready-to-use configurations.

  • Investments are being made in building new greenfield plants to support big customer programs for syringes and EZ-fill cartridges.

  • 儘管全行業面臨暫時性去庫存挑戰,但斯蒂瓦那託集團預計,到2024年底或2025年初,藥瓶將逐漸復甦。

  • 該公司保留了大多數在小瓶生產線上工作的員工,這表明他們已爲復甦做好了準備。

  • 斯蒂瓦那託集團對其長期前景仍然充滿信心,目標是到2027年通過獨特的綜合產品實現短期目標。

  • 該公司一直專注於運營改進,例如工程領域的資源優化和佔地面積精簡。

  • 費舍爾和拉蒂納等關鍵擴建項目正在取得進展,費舍爾將於2024年下半年開始商業化生產。

  • 機遇主要出現在生物製劑領域,這要歸因於高質量的密封解決方案以及以即用型配置提供這些解決方案的能力。

  • 正在投資建設新的綠地工廠,以支持大型客戶的注射器和EZ-Fill墨盒計劃。

More details: Stevanato Group 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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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