Earnings Call Summary | ARCA CONTINENTAL SAB DE CV(EMBVF.US) Q4 2023 Earnings Conference
Earnings Call Summary | ARCA CONTINENTAL SAB DE CV(EMBVF.US) Q4 2023 Earnings Conference
The following is a summary of the Arca Continental, S.A.B. De C.V. (EMBVF) Q4 2023 Earnings Call Transcript:
以下是Arca Continental、S.A.B. De C.V.（EMBVF）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Arca Continental reported total consolidated volume growth of 2.4% for Q4 and 4.3% for the full year, reaching a record 2.5 billion unit cases.
Despite a 5% decline in Q4 revenue, due to currency impact, full-year consolidated revenues rose 2.8% to MEX$ 213.6 billion. On a currency-neutral basis, Q4 revenues grew 6.7% and 12.8% for the year.
Q4 Consolidated EBITDA grew 0.2% to reach MEX$ 10 billion, while full-year EBITDA rose 7% to MEX$ 42.4 billion.
The Q4 EBITDA margin was 20% and full-year was 19.8%, marking expansions of 100 and 70 basis points respectively.
Reported Q4 gross margin was 47.9%, up 250 basis points from 2022, and for the year, it expanded 140 basis points to reach 46.3%.
Q4 net income was MEX$ 4.5 billion, a 14.8% increase year-over-year, with annual net income reaching MEX$ 17.5 billion, a 12.9% increase from 2022.
The company's total debt was MEX$ 45.2 billion with a net debt-to-EBITDA ratio of 0.5 times.
阿卡大陆集团报告称，第四季度合并总销量增长2.4％，全年增长4.3％，达到创纪录的25亿箱。
尽管由于汇率影响，第四季度收入下降了5％，但全年合并收入增长了2.8％，至2136亿墨西哥比索。在货币中立的基础上，第四季度收入同比增长6.7％和12.8％。
第四季度合并息税折旧摊销前利润增长0.2％，达到100亿墨西哥比索，而全年息税折旧摊销前利润增长7％，至424亿墨西哥比索。
第四季度息税折旧摊销前利润率为20％，全年为19.8％，分别增长了100和70个基点。
公布的第四季度毛利率为47.9％，比2022年增长250个基点，全年毛利率扩大了140个基点，达到46.3％。
第四季度净收入为45亿墨西哥比索，同比增长14.8％，年净收入达到175亿墨西哥比索，比2022年增长12.9％。
该公司的总负债为452亿墨西哥比索，净债务与息税折旧摊销前利润的比率为0.5倍。
Business Progress:
业务进展：
Arca Continental exhibited strong performance in key markets such as Mexico, Peru, and the U.S. demonstrating volume growth and profitability.
The company intends to maintain a disciplined pricing strategy in 2024, with a high single-digit increase in revenue in currency-neutral terms anticipated.
To further its digital transformation agenda, Arca Continental plans to allocate 6-7% of total sales to strengthen market execution and expand manufacturing.
A new tool for price optimization has been implemented and the company is developing a digital mobile platform aimed at improving the core business.
Arca Continental overcame economic challenges in Argentina through strategies such as revising pricing strategies, expanding returnables, enhancing operational efficiency, and exploring new distribution agreements.
Capital expenditure in 2023 equaled 6% of sales, aimed at increasing production capacity and commercial capabilities.
The company successfully issued a MEX$ 6,050 million bond in the Mexican debt market in January.
Future plans include progressing in its digital agenda and evolving commercial models to meet changing customer needs.
Arca Continental在墨西哥、秘鲁和美国等主要市场表现强劲，表现出销量增长和盈利能力。
该公司打算在2024年维持严格的定价策略，按货币中立计算，预计收入将实现高个位数的增长。
为了推进其数字化转型议程，Arca Continental计划分配总销售额的6-7％，用于加强市场执行和扩大制造。
已经实施了一种新的价格优化工具，该公司正在开发旨在改善核心业务的数字移动平台。
Arca Continental通过修改定价策略、扩大可回收物品、提高运营效率和探索新的分销协议等策略克服了阿根廷的经济挑战。
2023年的资本支出相当于销售额的6％，旨在提高生产能力和商业能力。
该公司于1月份在墨西哥债务市场成功发行了60.5亿墨西哥比索的债券。
未来的计划包括推进其数字化议程和不断发展的商业模式以满足不断变化的客户需求。
More details: ARCA CONTINENTAL SAB DE CV IR
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