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Arkema S.A. (ARKAY) Full Year 2023 Results Earnings Call Transcript Summary

Arkema S.A. (ARKAY) Full Year 2023 Results Earnings Call Transcript Summary

阿科玛股份有限公司(ARKAY)2023年全年业绩收益电话会议记录摘要
moomoo AI ·  03/01 05:03  · 电话会议

The following is a summary of the Arkema S.A. (ARKAY) Full Year 2023 Results Earnings Call Transcript:

以下是阿科玛股份有限公司(ARKAY)2023年全年业绩财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Arkema's 2023 EBITDA reached €1.5 billion, slightly surpassing pre-COVID projections.

  • EBITDA margin was stable at 15.8% backed by increased demand for high value-added solutions.

  • A regular cash flow of €761 million was confirmed due to efficient control of CapEX and working capital.

  • Following a robust financial performance in 2023, the company plans to recommend a dividend increase of 3% to €3.5 per share.

  • 阿科玛2023年的息税折旧摊销前利润达到15亿欧元,略高于新冠疫情之前的预期。

  • 得益于对高附加值解决方案的需求增加,息税折旧摊销前利润率稳定在15.8%。

  • 由于对资本支出和营运资金的有效控制,确认了7.61亿欧元的固定现金流。

  • 继2023年财务表现强劲之后,该公司计划建议将股息增加3%,至每股3.5欧元。

Business Progress:

业务进展:

  • Arkema made crucial progress with the acquisition of a 54% majority stake in PIAM, enhancing their Specialty Materials portfolio.

  • In line with customer sustainability, Arkema is wrapping up key expansions including Sartomer, PVDF in China, and Pebax in France.

  • Arkema reduced its greenhouse gases by 7% for Scopes 1 and 2 and by 9% for Scope 3 in 2023 compared to 2022, strengthening its dedication towards environmental sustainability.

  • Arkema anticipates the EBITDA for 2024 to be in the range of €1.5 billion to €1.7 billion, taking into account potential market recovery and incorporating the PIAM acquisition.

  • 阿科玛收购了PIAM54%的多数股权,从而增强了其特种材料产品组合,取得了关键进展。

  • 为了实现客户可持续发展,阿科玛正在完成关键扩张,包括沙多玛、中国的PVDF和法国的Pebax。

  • 与2022年相比,阿科玛在2023年将范围1和2的温室气体减少了7%,范围3的温室气体减少了9%,从而加强了其对环境可持续发展的承诺。

  • 阿科玛预计,考虑到潜在的市场复苏并纳入对PIAM的收购,2024年的息税折旧摊销前利润将在15亿欧元至17亿欧元之间。

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