A P Moller Maersk AS (MEX:MAERSKB)
MXN 34,870.23 (0%) Market Cap: 537.91 Bil Enterprise Value: 710.40 Bil PE Ratio: 3.90 PB Ratio: 0.49 GF Score: 60/100
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Q4 2024 AP Moeller - Maersk A/S Earnings Call Transcript

Feb 6, 2025 / 10:00 AM GMT
Release Date Price: MXN25259.49

Key Points

Positve
  • A P Moller Maersk AS (AMKAF) reported a record full-year EBITDA of $12.1 billion and EBIT of $6.5 billion for 2024, marking the best financial year outside the pandemic boom.
  • The logistics and services segment saw a significant improvement in margins, increasing from 2.5% in the first half to 4.6% in the second half of 2024.
  • The company's new ocean network, Gemini, is expected to enhance operational efficiency and reduce costs by approximately $500 million annually.
  • The terminals segment achieved a return on invested capital of 13.5%, surpassing midterm targets and reflecting strong performance.
  • A P Moller Maersk AS (AMKAF) reinstated its share buyback program, planning to return approximately $4.4 billion to shareholders, indicating strong cash flow and financial health.
Negative
  • The company faces ongoing uncertainty regarding the potential reopening of the Red Sea, which could impact supply chain dynamics.
  • Despite improvements, the logistics and services segment still falls short of its 10% organic revenue growth and 6% margin targets.
  • The company anticipates a challenging supply-demand imbalance in 2025, with potential capacity increases and market disruptions.
  • A P Moller Maersk AS (AMKAF) expects a wide range of underlying EBIT for 2025, between breakeven and $3 billion, indicating potential volatility.
  • The company acknowledges that the progress in its integrated strategy has been slower than expected, with foundational capabilities still being developed.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MAERSKb.CO - AP Moeller - Maersk A/S
Q4 2024 AP Moeller - Maersk A/S Earnings Call
Feb 06, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone and thank you for joining us on this earnings call today as we present our fourth quarter and full year results for 2024. My name is Vincent clerk. I'm the CEO of A Pmers and with me in the room today is our CFO Patrick Jany.

We start with the highlights from the year that just passed on the back of a strong fourth quarter. We closed the books for 2024 with a full year EBITDA of $12.1 billion and an EBIT of $6.5 billion. This figure marked the best financial year in Maersk's history outside the pandemic fueled boom of the year 2021 and 2022.

As important as these financial results are the great strides that we have made internally in making the business better stronger and more resilient,
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