Aperam SA (XMAD:APAM)
€ 28.38 +0.52 (+1.87%) Market Cap: 2.05 Bil Enterprise Value: 3.30 Bil PE Ratio: 8.53 PB Ratio: 0.59 GF Score: 94/100
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Q1 2025 Aperam SA Earnings Call Transcript

Apr 30, 2025 / 04:30 PM GMT
Release Date Price: €25.5 (-7.41%)

Key Points

Positve
  • Aperam SA (APEMY) delivered quarterly results as guided, showcasing the value of its differentiated value chain.
  • Brazil's market is performing well, with sound results and a strong contribution to the company's earnings.
  • The construction sector in Europe is showing signs of improvement, which could positively impact future results.
  • The company expects a seasonal improvement in Brazil and a less negative inventory valuation impact in Europe for Q2.
  • Aperam SA (APEMY) has a diversified value chain that has consistently delivered strong earnings, even in challenging market conditions.
Negative
  • The European market remains challenging with unpredictable factors affecting the outlook.
  • Stainless steel profitability and margin pressure in Europe are more severe than expected.
  • The EU has not taken significant steps forward in trade protection measures, impacting the stainless steel segment.
  • There are concerns about safety practices at Universal, a recent acquisition, following a fatality incident.
  • The aerospace market in the US is experiencing destocking, which may take time to recover, affecting earnings from this segment.


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

APAM.AS - Aperam SA
Q1 2025 Aperam SA Earnings Call
Apr 30, 2025 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for joining our conference call today. You could listen to our podcast about Q1 or read the transcript of the podcast.

Aparam delivered a quarterly result as guided, adjusted the da, it declined in a still really challenging quarter, and again we were able to prove the value of our differentiated value chain.

There is some hope for a recovery coming from the German plan, but we are realistic and we'll take it some time for this hope to materialize in our of the books and our results.

Across the globe, unpredictable things are happening and make any serious outlook impossible.

Now, should and I look forward to your question.

Operator, please open the lines.

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