Q1 2025 Nemak SAB de CV Earnings Call Transcript

Apr 24, 2025 / 04:00 PM GMT

Transcript

Key Points

Positve

Nemak SAB de CV (NMAKF) reported a 3% year-over-year increase in EBITDA to $149 million, driven by operating efficiencies and improved profitability.
The company reduced capital expenditure by 38% compared to the same period last year, prioritizing the use of existing assets.
Nemak SAB de CV (NMAKF) secured new business worth approximately $90 million in annual revenue, with significant extensions in the ICE segment.
The company achieved a 22% reduction in emissions, surpassing its intermediate target, and increased renewable electricity consumption to 30%.
Nemak SAB de CV (NMAKF) maintained a robust liquidity position with $299 million in cash and over $400 million in fully available committed credit lines.

Negative

Nemak SAB de CV (NMAKF) experienced a 7% decline in volume year-over-year, attributed to reduced vehicle production in Europe and North America.
Operating income decreased by 9% year-over-year due to a $5 million non-cash impairment related to non-operating assets.
The company reported a net loss of $160 million, affected by non-cash currency exchange effects from EUR denominated liabilities.
Revenue in Europe decreased by 7% year-over-year due to lower volume and mix, partially offset by product repricing.
The company faces potential challenges from tariff scenarios, which could impact industry demand and volumes.

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

NEMAKA.MX - Nemak SAB De CV
Q1 2025 Nemak SAB de CV Earnings Call
Apr 24, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to NEA's first quarter 2025 earnings webcast. I am Dennis Reyes, NAC investor relations officer, and I am pleased to host today's call along with Armando Tamez, NMAC CEO, and Alberto Sada, CFO, who are here this morning to discuss the company's business performance and answer any questions that you may have. As a reminder, today's event is being recorded and will be available on the company's investor relations website.

Armando Tamez, our CEO, will it off today's call by providing an overview of business and financial highlights for the quarter. Alberto, our CFO, will then discuss our financial results in more detail. Afterwards, we will open for a Q&A session which participants may join live or

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