Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2024 Earnings Call Transcript Summary
Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2024 Earnings Call Transcript:
以下是loma negra公司2024年第三季度業績會交流摘要:
Financial Performance:
財務表現:
Loma Negra reported a decline in third-quarter revenue, amounting to ARS 180.7 billion, a 21.2% decrease, primarily due to lower cement dispatches.
Adjusted EBITDA was $55 million or ARS 43 billion, down 18.5% year-over-year, with an EBITDA margin of 24%, reflecting an improvement of 78 basis points over the prior year.
The company's net debt stood at $177 million, with a net debt-to-EBITDA ratio of 1.03x.
loma negra報告第三季度營業收入下降,爲1807億阿根廷披索,下降了21.2%,主要是由於水泥發運量減少所致。
調整後的EBITDA爲5500萬美元或430億阿根廷披索,同比下降18.5%,EBITDA利潤率爲24%,比去年同期提高了78個點子。
公司淨債務爲17700萬美元,淨債務與EBITDA比率爲1.03倍。
Business Progress:
業務進展:
Loma Negra is focusing on optimizing its production strategy, including the strategic halting of some kilns and better management of thermal and electrical energy inputs.
Significant investment and focus on the 25-kilogram bag project alongside maintenance capabilities.
loma negra正專注於優化其生產策略,包括戰略性停爐一些窯爐及更好地管理熱能和電能投入。
在25公斤袋項目以及維修能力上進行重大投資和關注。
Opportunities:
機會:
The gradual recovery of real wages, the downward trend in inflation, lower interest rates, and improving economic conditions could enable a better credit environment, potentially boosting construction activities.
Loma Negra anticipates opportunities for growth in public works and private sector construction projects.
實際工資逐步恢復,通貨膨脹下降趨勢,利率期貨降低以及經濟狀況改善可能促進更好的信貸環境,從而潛在地推動建築活動。
loma negra預期公共工程和私營部門建築項目增長的機會。
Risks:
風險:
Persistence of challenging macroeconomic conditions despite signs of recovery, affecting demand for construction materials.
The mix of bulk and bag cement dispatches remains under pressure, reflecting ongoing variability in larger construction project starts and demand.
儘管存在復甦跡象,宏觀經濟條件仍然具有挑戰性,影響對建築材料的需求。
散裝水泥和袋裝水泥的混合裝運仍然面臨壓力,反映了更大建築項目的啓動和需求持續變化。
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。