CSN Mineracao SA (BSP:CMIN3)
R$ 5.33 +0.050 (+0.95%) Market Cap: 28.95 Bil Enterprise Value: 24.61 Bil PE Ratio: 8.11 PB Ratio: 2.83 GF Score: 70/100
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Q4 2024 CSN Mineracao SA Earnings Call (English, Portuguese) Transcript

Mar 13, 2025 / 02:30 PM GMT
Release Date Price: R$5.76 (+9.09%)

Key Points

Positve
  • CSN Mineracao SA (BSP:CMIN3) achieved the highest own production since 2019, with annual growth of 3.7 million tons.
  • The company reported a significant increase in profit, growing by 352% to BRL 2 billion in Q4 2024.
  • CSN Mineracao SA successfully reduced costs, achieving savings of 235 million reais through 100% exports via their own port.
  • The company maintained a strong EBITDA margin of 51.6% during the fourth quarter.
  • CSN Mineracao SA was recognized for its ESG efforts, being listed in the FTSE for Good portfolio and achieving a 100% increase in female representation.
Negative
  • There was a slight drop in production in the fourth quarter due to seasonality and the onset of the rainy season.
  • The company faced a decrease in unit net revenue due to a drop in iron ore prices and working with low-grade ore.
  • CSN Mineracao SA experienced an increase in unit costs, with a growth of $15.8 compared to the previous quarter.
  • The company had a negative net working capital of 194 million, attributed to an increase in accounts receivable.
  • Despite strong operational performance, the company had to manage a significant payment of 3 billion reais in dividends at the end of 2024.


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

CMIN3.SA - CSN Mineracao SA
Q4 2024 CSN Mineracao SA Earnings Call (English, Portuguese)
Mar 13, 2025 / 02:30PM GMT

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Presentation
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Unidentified_1 [1]
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Morning, ladies and gentlemen, and thank you for holding. We would like to welcome everybody to CSN Minals conference call to present the results for the quarter 2024 and full year. Joining us today are the company's executive.

We would like to inform you that this event is being recorded and all participants will be in listen-only mode during the company presentation. Ensuing the company's remarks, there will be a Q&A session at which time further instructions will be given.

Should you require assistance, please go to our site where we also have the slide deck. The replay of this event will be available soon after the conclusion.

Before proceeding, we would like to state that some of
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