Latest news with #salesvolume
Bloomberg
10-07-2025
- Business
- Bloomberg
Stock Movers: Telefonica, RioTinto, Barry Callebaut
On this episode of Stock Movers: - European companies with significant exposure to Brazil are worried following U.S. President Donald Trump's announcement of a 50% tariff on Brazilian imports. Telefonica, Santander and Carrefour all generate more than 20% of their revenue in Brazil, according to data compiled by Bloomberg. - European miners are the best-performing sub-sector in the Stoxx 600 index as iron ore and base metals rally after President Donald Trump said the US would begin levying a 50% tariff on copper imports at the start of next month. The Stoxx 600 basic resources index rallied as much as 3.1%. Rio Tinto is the biggest contributor to the gains by index points. - Swiss cocoa grinder Barry Callebaut AG cut its sales volume guidance for a second time within three months due to persistent cocoa bean price volatility. Shares fell by as much as 10% in early Zurich trading, the most since April. The firm now sees a 7% decline in full-year sales volume, compared with a mid single-digit decrease forecast in April, according to a statement on Thursday.
Yahoo
24-05-2025
- Business
- Yahoo
AIA Engineering Ltd (BOM:532683) Q4 2025 Earnings Call Highlights: Strategic Expansion Amid ...
Quarterly Sales Volume: 68,741 tonnes. Annual Sales Volume: 255,000 tonnes. Quarterly Revenue: INR 1,141 crore. Annual Revenue: INR 4,200 crore. Quarterly EBITDA: INR 399.52 crore. Annual EBITDA: INR 1,492 crore. Quarterly Profit Before Tax (PBT): INR 363 crore. Quarterly Profit After Tax (PAT): INR 285 crore. Annual Profit After Tax (PAT): INR 1,060 crore. Other Income for the Quarter: INR 92 crore. Current Production Capacity: 460,000 tonnes. Planned Capacity Expansion: 50,000 tonnes each in China and Ghana. CapEx for Maintenance and Projects: INR 120-130 crore. Antidumping Duty in the US: 9.6% including CVD. Brazil Antidumping Duty: Terminated. Warning! GuruFocus has detected 2 Warning Sign with BOM:532683. Release Date: May 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. AIA Engineering Ltd (BOM:532683) achieved a sales volume of 255,000 tonnes for the fiscal year, slightly exceeding their target. Despite a 14% decline in top-line revenue, the company managed to limit profit degrowth to 6.5%, indicating robust margin maintenance. The company reported an EBITDA margin of approximately 34-35%, with core operations maintaining a margin of around 28% after excluding other income. Strategic expansion plans include new plants in China and Ghana, aimed at reducing shipping times and costs, enhancing supply chain efficiency. The company successfully terminated an antidumping duty in Brazil, reflecting positively on their pricing practices and competitive positioning. The US market faces challenges due to a 9.6% antidumping duty, which could impact future sales despite current stability. There is uncertainty in providing volume growth guidance for FY26 due to global volatility and market conditions. The company experienced a 14% decline in top-line revenue compared to the previous year. AIA Engineering Ltd lost some volume to competitors, including a significant customer, partly due to duty structure uncertainties. The company is cautious about the strategic investments in China and Ghana, acknowledging potential geopolitical risks and market acceptance challenges. Q: Can you provide details on the US antidumping duty and its impact on sales? A: The US antidumping duty is 9.16%, including CVD. Despite this, our business continues as customers are paying the extra duty. The US market accounts for less than 8-10% of our total volume, so the impact is not material. We are monitoring the situation and expect more clarity in the next two quarters. - Kunal Shah, Executive Director - Finance Q: What is the status of the large mines you mentioned last quarter that could add significant volume? A: We are actively working on several mines. While we are not providing specific volume guidance for FY26 due to global uncertainties, our medium- to long-term growth strategies remain intact. We are optimistic about achieving our targets but prefer to wait for a quarter or two before giving specific growth targets. - Kunal Shah, Executive Director - Finance Q: How did the mill liner business perform in FY25, and what is the outlook? A: The mill liner business has been performing well, with significant focus and investment. We have increased our stake in an Australian company to 59% and are optimistic about its growth. While we don't share specific volumes, the business is growing and contributes double digits to our total annual volumes. - Kunal Shah, Executive Director - Finance Q: Why is AIA Engineering investing in new plants in China and Ghana? A: The investments aim to address freight and transit time issues, providing better supply chain visibility and cost efficiency. These small, modular plants will help us break into new markets and offer faster, more predictable delivery to customers. The strategic move is to facilitate quicker customer conversion and is not a shift away from India as our primary location. - Kunal Shah, Executive Director - Finance Q: What is the current status of the South American market, particularly Chile? A: South America, especially Chile, is a significant opportunity for us. We are hopeful for a breakthrough soon, as it could be a material game changer. However, due to past macro events, we have been close to securing deals but have not yet crossed the line. We remain optimistic about future developments. - Kunal Shah, Executive Director - Finance For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
