Finance

Strong Financial Performance Amid …

S.: On Capex, are you able to make clear initiatives or growth plans that you’ve got minimize or delayed in 2025? Additionally, can we assume the same low cost to 2026 if the demand stays within the route of the river course? A: EIVIND Kallevik, President and CEO: Most Capex reductions concentrate on recycling and confusion. The directions of 2026 stays at $ 15 billion, and we are going to assessment this with the event of the market, which offers an replace on the investor’s day later this 12 months.

S.Is it greater than 100 FTE typically with blue collars? Is the capabilities of 300 to 350 mixes of white and blue collars? AVersion Kallevik, President and CEO: Automation challenge in principally exit operations on the workforce with blue collars and doesn’t intervene with the present white collars’ assessment.

S.: Are you able to give directions about your expectations to eliminate EBITDA to Q3? A: Trond Christophersen, Monetary Supervisor: We’ve no particular tips to eliminate the subsequent quarter, however we count on a big a part of 400 million Norwegian colours to 500 million Nox within the third quarter.

S.I’ve mentioned IRR greater than 10 % wanted to submit initiatives. Do [Turija and Karmy] Supply within the present surroundings? A: EIVIND Kallevik, President and CEO: Sure, each Spanish Recycler and Make investments Investments in Karmy are robust initiatives, with the assist of lengthy -term agreements with main cable producers in Europe.

S.What has modified on the return necessities that led to the weak spot of Brazil? A: EIVIND Kallevik, President and CEO: We up to date the necessities for vitality investments as a result of community restrictions and attainable regulatory challenges in Brazil, which led to twice 400 million Nok.

S.: In alumina, the costs lower for the third quarter, and also you direct the excessive prices of bauxite. Do you count on to keep away from 1 / 4 of the loss within the unfold of the present value? ATred Christophersen, CFO: It’s anticipated that the costs of the Q3 alumina are anticipated to differ vastly from the Q2, and to extend the costs of short-term bauxite as a result of upkeep in Paragominas.

S.Your revenues of inexperienced merchandise elevated by 50 % on an annual foundation. Are you able to give us extra colours on tips on how to develop installments and installments? A: EVIND Kallevik, President and CEO: We see development in each the dimensions and installments of inexperienced merchandise, with constructive developments within the American market after the European route.

S.Do you see an affect on the supply of scrap in Europe from the best American definitions? A: EVIND Kallevik, President and CEO: The scrap market in Europe remains to be slim as a result of exports to Southeast Asia and the USA, together with low financial exercise in Europe, which results in excessive scrap costs.

For a full copy of the revenue name, please check with Full profit call version.

This text appeared for the primary time on Gurufocus.

2025-07-23 07:01:00

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