Efter aflæggelse af Q1 regnskabet afholdt APMM ledelse med analytikerne deres investorpræsentation, som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
APMM indleder præsentationen sådan:
Highlights for Q1 2021
Record high profit and continued progress in global integrator strategy
• Revenue grew by 30% to USD 12.4bn driven by higher demand across most segments and significantly higher freight rates in Ocean. Revenue in Logistics & Services increased by 42% and by 24% in Terminals.
• EBITDA increased to USD 4.0bn reflecting a margin of 32.5% and EBIT increased to USD 3.1bn contributing with a margin of 24.9%, mainly driven by Ocean and with good progress in Logistics & Services and Terminals.
• Free cash flow increased to USD 2.4bn, driven by the significant increase in CCFO related to the higher profit and the continued low CAPEX.
• Following the strong Q1 2021, the full-year guidance for 2021 for underlying EBITDA is between USD 13.0-15.0bn and underlying EBIT between 9.0-11.0bn and free cash flow of minimum USD 7bn as announced on 26 April 2021.
• The remaining share buy back program will be accelerated to be completed in September and will be followed by a new, additional, share buy back programme of approx. USD 5bn over 24 months.
