Earnings Call Summary | Eni SpA(E.US) Q1 2024 Earnings Conference
Earnings Call Summary | Eni SpA(E.US) Q1 2024 Earnings Conference
The following is a summary of the Eni S.p.A. (E) Q1 2024 Earnings Call Transcript:
以下是埃尼股份公司（E）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Eni reported Q1 2024 pro forma EBIT of €4.1 billion and cash flow from operations of €3.9 billion.
Upstream segment production grew by 5%.
Despite significant investments such as the Neptune acquisition and the 2023 share buyback program, balanced gearing remains within company targets.
Eni raised its 2024 buyback by 45% to €1.6 billion, showing a commitment to share its financial success with investors.
The tax rate for the group for 2024 is expected to be a bit below 50%.
Eni reported a step-up in buybacks due to better-than-expected cashflow, mainly from strong oil prices and resilient gas performance.
An asset disposal plan worth €8 billion over four years is in place, highlighting Eni's financial capabilities.
In Q1 2024, Eni reported strong performance due to contributions from its wholesale business and improved results from non-oil activities.
埃尼报告称，2024年第一季度预计息税前利润为41亿欧元，运营现金流为39亿欧元。
上游细分市场的产量增长了5％。
尽管进行了大量投资，例如收购海王星和2023年股票回购计划，但平衡资产负债仍在公司目标范围内。
埃尼将其2024年的回购额提高了45％，至16亿欧元，这表明了与投资者分享其财务成功的承诺。
该集团2024年的税率预计将略低于50％。
埃尼报告称，由于现金流好于预期，回购有所增加，这主要来自强劲的油价和弹性的天然气表现。
一项在四年内价值80亿欧元的资产处置计划已经制定，这凸显了埃尼的财务能力。
2024年第一季度，埃尼公布了强劲的业绩，这要归因于其批发业务的贡献以及非石油活动业绩的改善。
Business Progress:
业务进展：
Eni completed the purchase of Neptune in January 2024, reporting significant value addition with promising upside in Indonesia and UK optionality.
A €600 million equity investment by Energy Infrastructure Partners into Plenitude strengthens Eni's focus on sustainable energy.
Eni highlighted the Calao discovery off the Ivory Coast, with potential resources between 1 billion to 1.5 billion oil equivalents.
Eni began constructing its HPC6 supercomputer to enhance technical capabilities.
An agreement to combine UK E&P activities with Ithaca Energy takes another significant step in positioning Eni within the UK energy industry.
Eni continues to implement its 'satellite' strategy, aiming to grow and diversify its portfolio.
A 17% increase in LNG growth was seen in China, and robust industrial demand recovery was reported.
Eni plans to continue operations in Egypt, albeit at a slower pace, and intends to launch a supercomputer to enhance geological and reservoir modeling capabilities.
Strong growth was reported in the Plenitude division in Q1 2024, expected to reach an EBITDA of €1 billion by the end of FY 2024.
Versalis is undergoing a transformation process to increase efficiency and reduce costs, and Eni's CCS strategy includes projects in Italy and the UK with an expected FID in 2025.
New oil field discoveries have been made in Ivory Coast, with further appraisal activity required and Phase 2 of the Baleine project expected to come online by the end of 2024.
埃尼于2024年1月完成了对海王星的收购，报告了可观的增值，印度尼西亚和英国的选择性都有可观的上行空间。
能源基础设施合作伙伴对Plenitude的6亿欧元股权投资加强了埃尼对可持续能源的关注。
埃尼强调了在科特迪瓦附近发现的Calao，其潜在资源在10亿至15亿石油当量之间。
埃尼开始建造其HPC6超级计算机以增强技术能力。
一项将英国勘探与生产活动与伊萨卡能源公司合并的协议在使埃尼进入英国能源行业方面又迈出了重要一步。
埃尼继续实施其 “卫星” 战略，旨在扩大和分散其投资组合。
中国的液化天然气增长了17％，并报告了强劲的工业需求复苏。
埃尼计划继续在埃及开展业务，尽管速度有所放缓，并打算推出一台超级计算机以增强地质和储层建模能力。
据报道，Plentude部门在2024年第一季度实现了强劲增长，预计到2024财年末将达到10亿欧元的息税折旧摊销前利润。
Versalis正在进行转型以提高效率和降低成本，埃尼的CCS战略包括意大利和英国的项目，预计将在2025年进行外国直接投资。
科特迪瓦已经发现了新的油田，需要进一步的评估活动，Baleine项目的第二阶段预计将于2024年底上线。
More details: Eni SpA IR
更多详情： Eni SpA IR
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