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Earnings Call Summary | KONINKLIJKE DSM NV(KDSKF.US) Q1 2024 Earnings Conference

Earnings Call Summary | KONINKLIJKE DSM NV(KDSKF.US) Q1 2024 Earnings Conference

業績電話會議摘要 | KONINKLIJKE DSM NV (KDSKF.US) 2024 年第一季度業績會議
moomoo AI ·  05/04 15:33  · 電話會議

The following is a summary of the DSM-Firmenich AG (KDSKF) Q1 2024 Earnings Call Transcript:

以下是DSM-Firmenich AG(KDSKF)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • DSM-Firmenich reported a Q1 EBITDA margin of 15% and expects yearly EBITDA growth of at least €1.9 billion due to internal improvements.

  • Negative factors included the impact of vitamin effects and a fish oil shortage on sales and EBITDA, impacting the HNC and Animal Nutrition sectors.

  • Their self-help actions have already started to pay off, contributing €45 million in Q1.

  • They plan to continue to improve their profit margin by shifting production from a focus on volume to value.

  • DSM-Firmenich報告稱,第一季度息稅折舊攤銷前利潤率爲15%,由於內部改善,預計每年的息稅折舊攤銷前利潤將增長至少19億歐元。

  • 負面因素包括維生素效應和魚油短缺對銷售和息稅折舊攤銷前利潤的影響,影響HNC和動物營養行業。

  • 他們的自助行動已經開始獲得回報,在第一季度捐款4,500萬歐元。

  • 他們計劃通過將生產從注重產量轉向價值來繼續提高利潤率。

Business Progress:

業務進展:

  • Despite negative impacts to some sectors, DSM-Firmenich saw sequential improvements in the Perfumery & Beauty and Taste, Texture & Health segments due to increased sales.

  • The company started preparations for the separation of the Animal sector announced last year.

  • In response to the fish oil shortage, DSM-Firmenich is shifting to algal-based lipids through their Veramaris venture and is regulating their inventory levels carefully, particularly for vitamin A.

  • Their strategy to prioritize value over volume in their products and ingredients is proving successful, with notable contributions already appearing in Q1.

  • 儘管對某些行業產生了負面影響,但由於銷售額的增加,DSM-Firmenich在香水與美容和口感、質地與健康板塊中出現了連續改善。

  • 該公司開始爲去年宣佈的動物行業分離做準備。

  • 爲了應對魚油短缺,DSM-Firmenich正在通過其Veramaris合資企業轉向藻類脂質,並正在謹慎調節其庫存水平,尤其是維生素A的庫存水平。

  • 事實證明,他們在產品和原料中將價值置於數量之上的策略取得了成功,第一季度已經出現了顯著的貢獻。

More details: KONINKLIJKE DSM NV IR

更多詳情: KONINKLIJKE DSM NV 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.

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