Earnings Call Summary | United Breweries Co Inc(CCU.US) Q2 2024 Earnings Conference
Earnings Call Summary | United Breweries Co Inc(CCU.US) Q2 2024 Earnings Conference
Net income resulted in a loss of CLP15,888 million, heavily influenced by adverse market conditions and currency depreciations. A non-recurring gain from land sale helped to offset some losses.The following is a summary of the Compañía Cervecerías Unidas S.A. (CCU) Q2 2024 Earnings Call Transcript:
下面是智利ccu啤酒（Compañía Cervecerías Unidas S.A.）2024 Q2 業績會的摘要：
Financial Performance:
金融業績：
CCU reported a significant decline in its financial performance in Q2 2024 with revenues contracting by 8.6% and volumes by 12.7%.
Gross profit decreased by 15.8%, and EBITDA margin deteriorated by 629 basis points.
Net income resulted in a loss of CLP15,888 million, heavily influenced by adverse market conditions and currency depreciations. A non-recurring gain from land sale helped to offset some losses.
Notable currency depreciations included the Chilean peso and Argentine peso, diminishing by 16.8% and 255.1% against the U.S. dollar respectively, thereby escalating U.S. dollar-denominated costs.
CCU在2024 Q2期間的財務表現顯著下滑，營業收入和銷量分別下降了8.6％和12.7％。
毛利潤下降15.8％，EBITDA利潤率惡化了629個點子。
由於不利市場條件和貨幣貶值的影響，淨利潤虧損了CLP1588800萬。一次性土地出售的收益幫助部分抵消了這些損失。
明顯的貨幣貶值包括智利披索和阿根廷披索，分別對美元貶值了16.8％和255.1％，從而增加了美元計價成本。
Business Progress:
業務進展：
Under the 'HerCCUles' plan, CCU implemented further actions in revenue management and cost control aiming to mitigate the impact from decreased volumes and return to profitability.
CCU aims to escalate efforts on revenue management, leveraging digital transformation programs and tight control on fixed expenses to enhance profitability.
根據"HerCCUles"計劃，CCU進一步實施收入管理和成本控制措施，旨在緩解銷量下降的影響並實現盈利。
CCU旨在加強收入管理工作，利用數字化轉型計劃和對固定支出進行嚴格控制，以提高盈利能力。
Opportunities:
機會：
Despite the decline in volumes, CCU managed to maintain market shares in both Chile and Argentina, which indicates the potential to regain momentum in more favorable market conditions.
The company's diverse portfolio, including segments like wine which saw an 11.9% increase in average prices and a growth in exports, represents an avenue for leveraging international market dynamics to improve performance.
儘管銷量下降，但CCU在智利和阿根廷均能保持市場份額，這表明在更有利的市場環境下恢復勢頭的潛力。
公司的多樣化組合，包括紅酒等細分領域，平均價格增長11.9％，並出現出口增長，代表了利用國際市場動態來改善業績的途徑。
Risks:
風險：
CCU faces significant challenges due to a sharp economic contraction in Argentina and weaker demand in both Chile and Argentina influenced by unfavorable weather conditions.
Currency fluctuations notably impact costs, as significant portions of expenses are denominated in U.S. dollars, creating financial pressures amid local currency depreciations.
由於阿根廷經濟的急劇萎縮以及在智利和阿根廷的弱勢需求受到不利天氣條件的影響，CCU面臨着重大挑戰。
貨幣波動顯著影響成本，因爲相當一部分支出是以美元計價的，這在當地貨幣貶值中造成了財務壓力。
More details: United Breweries Co Inc IR
更多詳情：智利ccu啤酒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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
