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IRSA Inversiones Y Representaciones Sociedad Anónima (IRS) Q4 2024 Earnings Call Transcript Summary

IRSA Inversiones Y Representaciones Sociedad Anónima (IRS) Q4 2024 Earnings Call Transcript Summary

irsa inversiones y representaciones sociedad anónima (irs) 2024年第四季度業績會交易簡報摘要
富途資訊 ·  09/05 02:45  · 電話會議

The following is a summary of the IRSA Inversiones Y Representaciones Sociedad Anónima (IRS) Q4 2024 Earnings Call Transcript:

以下是IRSA Inversiones Y Representaciones Sociedad Anónima (IRS) 2024財年第四季度業績會交流摘要:

Financial Performance:

金融業績:

  • In FY 2024, IRSA recorded rental adjusted EBITDA of ARS171 billion, up 8.8% year-on-year.

  • Despite strong operational performance, net income was a loss of ARS23 billion due to non-cash effects related to the fair value adjustment of investment properties.

  • Dividends totaling ARS119 billion were paid in two tranches, alongside a share buyback of 4% of total outstanding shares.

  • 在2024財年,IRSA的租賃調整後的EBITDA爲1710億阿根廷披索,同比增長8.8%。

  • 儘管運營業績強勁,但由於投資物業公允價值調整的非現金影響,淨利潤爲230億阿根廷披索的虧損。

  • 總計1190億阿根廷披索的分紅派息分爲兩批支付,另外還有回購總流通股的4%。

Business Progress:

業務進展:

  • IRSA sold the Suipecha building and three floors of 200 Della Paolera in its office segment, maintaining a strategic focus on premium A+ category buildings.

  • Despite a decrease in international tourism affecting hotel occupancies, IRSA managed to maintain steady rates and occupancies, adjusting business strategies in hospitality to align with changing market conditions.

  • In the retail sector, IRSA maintained near-record sales levels from the previous financial year, despite economic fluctuations.

  • IRSA出售了Suipecha大樓和200 Della Paolera辦公區的三層,始終專注於優質A+級別的建築物。

  • 儘管國際旅遊減少影響了酒店入住率,但IRSA設法保持穩定的價格和入住率,調整酒店業務策略以適應市場變化。

  • 在零售業務領域,irsa在經濟波動的情況下保持了接近創紀錄的銷售水平,與上一個財政年度持平。

Opportunities:

機會:

  • IRSA plans to capitalize on various real estate developments and investments, including the Ramblas del Plata project which involves the creation of 61 plots for diverse development, highlighting potential significant growth in property sales.

  • The completion of infrastructure projects and strategic land acquisitions next to Alto Avellaneda offers further development potential, particularly through increased leasable area and improved asset utilization.

  • irsa計劃利用各種房地產開發和投資,包括"拉姆勒斯德爾普拉塔"項目。該項目涉及61個地塊的開發,突出房地產銷售潛力的顯著增長。

  • 在阿維亞納達附近完成基礎設施項目和戰略性土地收購,提供了進一步的發展潛力,特別是通過增加可租面積和改善資產利用率。

Risks:

風險:

  • The volatile Argentine economy, characterized by rapid inflation and significant currency devaluation, poses ongoing risks to profitability and asset valuation.

  • Regulatory changes and potential modifications to the Urban Planning Code in Buenos Aires could impact future development projects, necessitating careful navigation of local government policies.

  • 阿根廷的經濟波動性特徵是迅速的通貨膨脹和顯著的貨幣貶值,對盈利能力和資產估值構成持續的風險。

  • 布宜諾斯艾利斯的法規變化和城市規劃法規的潛在修改可能會影響未來的開發項目,需要謹慎遵守當地政府政策。

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。


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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