Earnings Call Summary | VEON Ltd(VEON.US) Q4 2023 Earnings Conference
Earnings Call Summary | VEON Ltd(VEON.US) Q4 2023 Earnings Conference
The following is a summary of the VEON Ltd. (VEON) Q4 2023 Earnings Call Transcript:
以下是VEON有限公司（VEON）2023年第四季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
VEON reported an 18% revenue growth (Q4 2023) and 25% EBITDA growth YoY. This was underpinned by a 53% growth in free cash flow that amounted to $434 million, resulting in a 24% cash flow yield.
The company's balance sheet remains robust with a cash position of $1.7 billion, with $1.3 billion held at the headquarters.
The group's revenue reached $953 million in Q4, bolstered by digital platforms expansion and strategic pricing strategies.
The net leverage ratio has significantly improved, decreasing from 2.36 to 1.42 times, and the gross debt has been reduced considerably from $6.7 billion to $3.7 billion.
VEON projects a profit of $384 million and an overall equity rise by $300 million for the full year 2023.
VEON報告收入增長了18％（2023年第四季度），息稅折舊攤銷前利潤同比增長25％。這得益於自由現金流增長53％，達到4.34億美元，現金流收益率爲24％。
該公司的資產負債表仍然強勁，現金狀況爲17億美元，其中13億美元存放在總部。
在數字平台擴張和戰略定價策略的推動下，該集團第四季度的收入達到9.53億美元。
淨槓桿率顯著提高，從2.36倍降至1.42倍，債務總額從67億美元大幅減少到37億美元。
VEON預計，2023年全年利潤爲3.84億美元，總股權增長3億美元。
Business Progress:
業務進展：
Sustainable growth seen across several markets, with Kyivstar in Ukraine achieving double-digit growth after upgrading approximately 4,000 4G base stations and establishing 1,000 new 4G sites in 2023.
Jazz's customer base in Pakistan increased to 44 million users in Q4, a YoY rise of 6%, with 62% 4G penetration rate among customer base, and JazzCash's revenues have risen substantially too.
In Kazakhstan, Beeline, the leading operator, saw a 21% increase in service revenues led by mobile and other digital offerings growth.
VEON's new strategy, 'VEON 2.0', aims at double-digit growth, margin expansion, robust balance-sheet, higher cash generation, and furthering their vision of a digital operator.
The company expects a growth of 16% to 18% in top-line and 18% to 20% growth in EBITDA forecasted for 2024.
Discussions are ongoing for a digital banking license in Bangladesh to expand the reach of their financial services.
多個市場均實現可持續增長，烏克蘭的Kyivstar在2023年升級了約4,000個4G基站並建立了1,000個新的4G站點後，實現了兩位數的增長。
爵士在巴基斯坦的客戶群在第四季度增加到4400萬用戶，同比增長6％，客戶群中的4G滲透率爲62％，JazzCash的收入也大幅增長。
在哈薩克斯坦，領先的運營商Beeline的服務收入增長了21％，這得益於移動和其他數字產品的增長。
VEON的新戰略 “VEON 2.0” 旨在實現兩位數的增長、利潤率的擴大、穩健的資產負債表、更高的現金產生，並進一步推進他們對數字運營商的願景。
該公司預計，2024年的收入將增長16％至18％，息稅折舊攤銷前利潤將增長18％至20％。
孟加拉國有關數字銀行牌照的討論正在進行中，以擴大其金融服務的範圍。
More details: VEON Ltd IR
更多詳情： VEON Ltd IR
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