Alicorp SA (LIM:ALICORC1)

Q4 2024 Alicorp SAA Earnings Call Transcript

Feb 18, 2025 / 02:00 PM GMT

Release Date Price: S/.8.45 (-0.69%)

Transcript

Key Points

Positve

Alicorp SA (LIM:ALICORC1) achieved a 30% increase in consolidated adjusted gross profit for Q4 2024 compared to the same period in 2023.
The company successfully captured approximately 60% of synergies from the acquisition of Finia del Espino, leading to improvements in working capital and manufacturing efficiencies.
Alicorp SA (LIM:ALICORC1) was included in the 2024 S&P sustainability yearbook, recognizing it as one of the top 20 most sustainable companies in its industry globally.
The B2B and Aquafeed segments showed strong performance, with B2B experiencing a 54% year-over-year growth in gross profit and Aquafeed seeing an 86% increase in EBITDA.
The company reduced its net debt by 498 million solis, decreasing its leverage from 2.9 times to 1.8 times by the end of 2024.

Negative

The macroeconomic environment in Bolivia presents significant challenges, including high inflation and a shortage of dollars, impacting Alicorp SA (LIM:ALICORC1)'s operations.
Consumer confidence is at historical lows, leading to a reduction in disposable income and affecting sales.
The Ecuadorian market remains challenging for Alicorp SA (LIM:ALICORC1), with a decline in sales volume impacting adjusted EBITDA.
The salmon industry in Chile is not growing, with excess capacity and reduced demand for food, making it a non-core operation for the company.
Alicorp SA (LIM:ALICORC1) faces uncertainty in the shrimp market due to fluctuating Chinese demand, affecting export prices from Ecuador.

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

ALICORC1.LM - Alicorp SAA
Q4 2024 Alicorp SAA Earnings Call
Feb 18, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, thank you for standing by, and I'd like to welcome you to Ali Corp's 4th quarter, 2024 results conference call on the 18th of February 2025. At this time, all participant lines are in list and only mode. The format of the call today will be a presentation by the management and IR team, followed by a question and answer session. So without further ado, I'd like to pass the forward to Mr. Roberto Dongosoya, investor relations at Alior. Please go ahead, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning, everyone. This is Roberto Dongosora, AliCorp's investor

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...

7-Day Free Trial · Cancel Anytime

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.