Earnings Call Summary | SGL CARBON SE(SGLFF.US) Q1 2024 Earnings Conference
Earnings Call Summary | SGL CARBON SE(SGLFF.US) Q1 2024 Earnings Conference
The company anticipates its sales to remain consistent with the previous year's level in 2024.The following is a summary of the SGL Carbon SE (SGLFF) Q1 2024 Earnings Call Transcript:
以下是西格里碳素證券交易所（SGLFF）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
SGL Carbon reported a decrease in sales from the previous year due to divestments.
Profit and EBITDA margin have increased, with the latter rising to 15.4%.
The company anticipates its sales to remain consistent with the previous year's level in 2024.
Full-year EBITDA pre figures are anticipated to be between €160 million and €170 million.
The company received €8 million in customer down payments for expanding the company's silicon carbide capacity in 2024's first quarter.
CapEx of €24 million was reported in Q1 2024, with full-year guidance of €150 million.
西格里碳素報告稱，由於撤資，銷售額比上年有所下降。
利潤和息稅折舊攤銷前利潤率有所增加，後者上升至15.4％。
該公司預計，到2024年，其銷售額將與上一年的水平保持一致。
預計全年息稅折舊攤銷前利潤將在1.6億歐元至1.7億歐元之間。
該公司收到了800萬歐元的客戶首付款，用於在2024年第一季度擴大公司的碳化硅產能。
2024年第一季度公佈的資本支出爲2400萬歐元，全年預期爲1.5億歐元。
Business Progress:
業務進展：
SGL Carbon noted a strong performance in semiconductors, offsetting weaker business performance in carbon fibers.
The company is now focused on growth markets like semiconductors and e-mobility, maintaining innovation and quality leadership in these markets.
Because of reduced demand from Western battery makers, SGL Carbon is reviewing strategic options, including potential divestiture, for its underperforming graphite powder business.
Adjustments are being made to capacity expansion in silicon carbide and carbon fibers, with the former expected to progressively increase from the beginning of the next year through 2026.
西格里碳素注意到半導體領域的強勁表現，抵消了碳纖維業務表現疲軟。
該公司現在專注於半導體和電動汽車等成長型市場，保持這些市場的創新和質量領先地位。
由於西方電池製造商的需求減少，西格里碳正在審查其表現不佳的石墨粉業務的戰略選擇，包括潛在的剝離。
正在調整碳化硅和碳纖維的產能擴張，預計從明年初到2026年，前者將逐步增加。
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。
