Jastrzebska Spolka Weglowa SA (WAR:JSW)

Q1 2025 Jastrzebska Spolka Weglowa SA Earnings Call Transcript

Jun 2, 2025 / 08:00 AM GMT

Release Date Price: zł22.82 (+0.71%)

Transcript

Key Points

Positve

Jastrzebska Spolka Weglowa SA (FRA:J2S) reported a production increase in coal, with output higher than Q4 2024.
The company successfully implemented cost-reduction programs to increase resilience against external factors.
Sales of coking coal increased by 8% compared to Q4 2024 and by 10.6% compared to Q1 of the previous year.
The company maintained a stable level of coke inventories necessary for operational purposes.
Key investments, such as the modernization of the coke battery and power generation units, are ongoing, indicating a commitment to long-term growth.

Negative

Jastrzebska Spolka Weglowa SA (FRA:J2S) faced a negative financial result of 1.3 billion and a negative EBITDA of 545 million in Q1 2025.
The company experienced a significant decline in sales revenue, down by 22% compared to the previous year.
There was a notable decrease in the average prices for both coking coal and steam coal, impacting overall revenue.
The European steel market remains challenging, with prices still below the levels of the previous year.
The company faced external pressures from increased exports of steel from China and import quotas imposed by India, affecting market dynamics.

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

JSW.WA - Jastrzebska Spolka Weglowa SA
Q1 2025 Jastrzebska Spolka Weglowa SA Earnings Call
Jun 02, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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To welcome you cordially as participants to today's results conference of JSW.

All of you are with us by monitors. I'd like to welcome you to the summary, the recap of the results of the first quarter of 2025. My name is Adam Ross, so I'm the Vice President responsible for technology and operations. I'm joined today by Yolande Grushka, who's the Vice President responsible for sales, and we also have Shnovsky, who is the Vice President responsible for economic affairs of the CFO. So recent months were a major challenge for our group, having in mind the unfavorable market conditions as well as extraordinary results, things that are independent of outside of our control, which transpired. In the first quarter of

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