Earnings Call Summary | Sendas Distributor(ASAI.US) Q4 2023 Earnings Conference
Earnings Call Summary | Sendas Distributor(ASAI.US) Q4 2023 Earnings Conference
The following is a summary of the Sendas Distribuidora SA (ASAI) Q4 2023 Earnings Call Transcript:
以下是 Sendas Distribuidora SA (ASAI) 2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Sendas Distribuidora SA reported a 16% growth in total in 2023 leading to a 60% overall growth across two years, representing an additional R$2.7 billion in Q4 sales.
Sales progression was at 3% at the end of Q4 2023, with significant market gain.
Operational cash generation reached R$4.6 billion in 2023.
Q4 2023 resulted in a net income of 1.9 with a total annual net income of 1.2%.
The company invested more than R$5 billion in 2023, adding to a total investment of around R$16 billion over the past three years.
Earnings reached R$736 million in Q4, leading to a full-year financial result of R$1.8 billion, an annual increase of over R$200 million and R$800 million respectively.
Quarter-end net income was R$3.3 million, with a profit margin of 1.9%.
Annual profit reached R$776 million with a margin of R$1.2.
Cash generation growth increased by R$453 million year-over-year to R$4.6 billion.
With financing costs of R$1.8 billion, the year-end net debt was R$13.1 billion with a leverage ratio of R$3.8.
森达斯分销股份公司报告称，2023年总增长了16％，两年内总体增长了60％，这意味着第四季度的销售额增加了27亿雷亚尔。
2023年第四季度末，销售增长了3％，市场大幅增长。
2023 年，运营现金产生量达到 46 亿雷亚尔。
2023年第四季度的净收入为1.9％，年总净收入为1.2％。
该公司在2023年投资了超过50亿雷亚尔，在过去三年的总投资中增加了约160亿雷亚尔。
第四季度收益达到7.36亿雷亚尔，全年财务业绩达到18亿雷亚尔，年增长分别超过2亿雷亚尔和8亿雷亚尔。
季度末净收入为330万雷亚尔，利润率为1.9％。
年利润达到7.76亿雷亚尔，利润率为1.2雷亚尔。
现金生成增长同比增长4.53亿雷亚尔，达到46亿雷亚尔。
融资成本为18亿雷亚尔，年终净负债为131亿雷亚尔，杠杆率为3.8雷亚尔。
Business Progress:
业务进展：
Sendas Distribuidora opened 27 new stores in 2023, augmenting to 288 stores and showing nearly 90% growth over the last three years.
Their regional expansion and customer service improvements catered to almost 50% penetration in certain regions.
The company showcased sustainability by reducing carbon emissions by 10% and increasing waste reuse.
Sendas Distribuidora plans to reduce their leverage in 2024 while maintaining operational efficiency.
Market penetration was achieved through offering new services and product lines, mainly to the wealthier customer segments.
The company plans to continue its strategic expansion while also exploring opportunities for in-store advertising.
After tripling in size over the three years, they have plans of intensifying their deleveraging process in 2024.
Sendas Distribuidora expects inflation rates of about 4-5% this year due to volatility in commodities, but remains positive due to an increase in Q4 sales.
Control over expenses, delivering a low-cost operation, and working capital management, particularly benefitting small entrepreneurs, are key in their strategic plans.
森达斯分销商在2023年开设了27家新门店，增加到288家门店，在过去三年中增长了近90％。
他们的区域扩张和客户服务的改善使某些地区的渗透率接近50％。
该公司通过减少10％的碳排放和增加废物再利用来展示可持续性。
森达斯分销商计划在2024年降低杠杆率，同时保持运营效率。
市场渗透是通过提供新的服务和产品线实现的，主要是向较富裕的客户群体。
该公司计划继续进行战略扩张，同时还探索店内广告的机会。
在三年中规模扩大了三倍之后，他们计划在2024年加强去杠杆化进程。
Sendas Distribuidora预计，由于大宗商品的波动，今年的通货膨胀率约为4-5％，但由于第四季度销售额的增长，通货膨胀率仍为正值。
控制开支、提供低成本运营和营运资本管理，特别是使小企业家受益，是他们战略计划的关键。
More details: Sendas Distributor IR
更多详情： 森达斯分销商 IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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：本文由 AI 生成。无法完全保证内容的准确性。欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。