Q4 2024 Allos SA Earnings Call (English, Portuguese) Transcript
Key Points
- ALLOS SA (BSP:ALOS3) achieved a significant growth in total sales, with a reported 8% increase compared to 2023, reaching 40 million res in their own malls.
- The company reported a strong financial performance with a net revenue growth of 825.9% in Q4 2024 compared to Q4 2023, driven by a 6% increase in rent.
- ALLOS SA (BSP:ALOS3) maintained a high occupancy rate of 96.8%, demonstrating the strength of their portfolio in attracting tenants.
- The company successfully implemented sustainability initiatives, including the installation of 600 charging posts for electric vehicles and achieving 67% renewable energy consumption in four malls.
- ALLOS SA (BSP:ALOS3) returned 1.8 billion res to shareholders through dividends and repurchases, reflecting a yield of almost 20% based on the current market value.
- The company faces a challenging macroeconomic environment, which could impact future performance and operational goals.
- Despite strong sales growth, the wholesale sector experienced weaker results, which could pose challenges for ALLOS SA (BSP:ALOS3) in maintaining momentum.
- The integration of Oracle and SAP systems is in its final phase, which could present operational risks and require careful management to ensure efficiency gains.
- The company anticipates a more challenging investment scenario in 2025, with limited opportunities for disinvestment and potential impacts on shareholder returns.
- ALLOS SA (BSP:ALOS3) must navigate high interest rates in Brazil, which could affect financial performance and leverage management.
Good afternoon and thank you for waiting.
Welcome to the earnings Hall of A to discuss the results regarding the 4th quarter of 2024.
We have Mr. Rafael Sales, President, Iante Avelar, director of operations and Ms. Daniela Guavarra, financial director and investor relations director.
This event is being recorded.
Everyone will be hearing during the presentation thereafter.
We will start the Q&A session.
Just for analysts and investors.
Additional instructions will be provided.
This event is being transmitted via webcast.
We can access it through theri.Auss.com.
And you'll have the presentation.
The relay of this event will be available for a week.
We would like to inform that questions can only be asked through the Zoom app.
Should it be connected via the webcast.
The question has to be submitted through the IR email address before continuing.
Any statements that might be done during this earnings call regarding the business pers perspective of the
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