Titan SA (ATH:TITC)

Q1 2025 Titan Cement International SA Earnings Call Transcript

May 8, 2025 / 01:00 PM GMT

Release Date Price: €40.15 (-1.23%)

Transcript

Key Points

Positve

Titan Cement International SA (TTCIF) reported a solid start to 2025 with sales growth nearing 12%, driven by strong performance in the US, Greece, and a turnaround in Egypt.
The company's debt leverage reached a record low of 0.5 times, providing flexibility in capital allocation decisions.
Titan Cement International SA (TTCIF) completed the IPO of Titan America on the New York Stock Exchange, positively impacting debt leverage.
Investments in logistics, alternative fuels, and maintenance have improved cost performance, partially offsetting adverse weather impacts.
The company is experiencing growth in aggregates and ready-mix volumes, with aggregates growing by 18% and ready-mix by 6%.

Negative

Net profit after taxes and minorities decreased by €8.7 million due to increased minority income in Titan America and higher taxes.
Adverse weather conditions negatively impacted cement sales volumes in the US and Southeast Europe.
Higher depreciation expenses and hyperinflation costs from Turkey affected pre-tax profit growth.
The company faces macroeconomic uncertainty and soft demand in the US residential construction sector due to higher interest rates.
Increased finance costs and income tax rates were partly attributed to hyperinflation and improved performance in Egypt.

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

TITC.BR - Titan Cement International SA
Q1 2025 Titan Cement International SA Earnings Call
May 08, 2025 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, thank you for standing by. I am Gerry, your chorus call operator. Welcome and thank you for joining the Titan Group conference call and live webcast to present and discuss the first quarter 2025 results. Please note this call and presentation is intended for analysts and investors only. At this time, I would like to turn the conference over to Mr. Marcel Cobus Chairman of the group executive Committee, and Mr. Michael Colagidi's group CFO. Mr. Cobu, you may now proceed.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Good afternoon

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.