Nemak SAB de CV Q1 2025 Earnings Call Transcript - Thomson StreetEvents

Nemak SAB de CV Q1 2025 Earnings Call Transcript

Nemak SAB de CV Q1 2025 Earnings Call Transcript - Thomson StreetEvents
Nemak SAB de CV Q1 2025 Earnings Call Transcript
Published Apr 24, 2025
15 pages (7898 words) — Published Apr 24, 2025
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Abstract:

Edited Transcript of NEMAKA.MX earnings conference call or presentation 24-Apr-25 4:00pm GMT

  
Brief Excerpt:

...Good morning, everyone, and welcome to Nemak's first-quarter 2025 earnings webcast. I am Denis Reyes, Nemak's Investor Relations Officer, and I am pleased to host today's call along with Armando Tamez, Nemak's 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 lead 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 submit written questions via the Q&A function. Before we get started, let me remind you that information discussed on today's call may include forward-looking statements regarding the company's future financial performance and prospects, which are subject...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Nemak SAB De CV
Ticker
NEMAKA.MX
Time
4:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Stefan Styk - Barclays - Analyst : Hi, everyone. This is Stefan Styk with Barclays. Thanks for the call today and congrats on the results. I have two sets of questions. The first is on CapEx. I'm just wondering why there's a discrepancy between the $64 million you've reported on the press release in your cash flow statement. Is there some sort of timing issue here on cash disbursements? And then looking at the run rate on CapEx, it looks like you're coming in below guidance for the year. So wondering if there's some cadence effect or if you're thinking of potentially undershooting the guidance you previously gave. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. APRIL 24, 2025 / 4:00PM, NEMAKA.MX - Q1 2025 Nemak SAB de CV Earnings Call

Question: Stefan Styk - Barclays - Analyst : Okay. Great. That's helpful. And then on your cost efforts, you called out some benefits you saw during the quarter. Are these a continuation of things you undertook in 2024? Or are there new measures that you're taking? And then in a tariff situation, what specifically could you do to convert some of your fixed cost to variable? Can you quantify the impact you'd have on cost cutting in various volume decline scenarios?

Question: Stefan Styk - Barclays - Analyst : Yes. Are those just carryovers from last year? Or were there some more efforts that you did this quarter?

Question: Stefan Styk - Barclays - Analyst : Okay. And then in the case of tariffs, just trying to understand what you could do on the cost structure there if you see a volume decline?

Question: Stefan Styk - Barclays - Analyst : Okay, thanks.

Table Of Contents

Nemak SAB de CV Q4 2024 Earnings Call Transcript – 2025-02-20 – US$ 54.00 – Edited Transcript of NEMAKA.MX earnings conference call or presentation 20-Feb-25 5:00pm GMT

Nemak SAB de CV Q3 2024 Earnings Call Transcript – 2024-10-17 – US$ 54.00 – Edited Transcript of NEMAKA.MX earnings conference call or presentation 17-Oct-24 5:00pm GMT

Nemak SAB de CV Q2 2024 Earnings Call Transcript – 2024-07-17 – US$ 54.00 – Edited Transcript of NEMAKA.MX earnings conference call or presentation 17-Jul-24 5:00pm GMT

Nemak SAB de CV Q1 2024 Earnings Call Transcript – 2024-04-25 – US$ 54.00 – Edited Transcript of NEMAKA.MX earnings conference call or presentation 25-Apr-24 4:00pm GMT

Nemak SAB de CV Q3 2023 Earnings Call Transcript – 2023-10-19 – US$ 54.00 – Edited Transcript of NEMAKA.MX earnings conference call or presentation 19-Oct-23 5:00pm GMT

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MLA:
Thomson StreetEvents. "Nemak SAB de CV Q1 2025 Earnings Call Transcript" Apr 24, 2025. Alacra Store. May 04, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Nemak-SAB-de-CV-Earnings-Call-T16337486>
  
APA:
Thomson StreetEvents. (2025). Nemak SAB de CV Q1 2025 Earnings Call Transcript Apr 24, 2025. New York, NY: Alacra Store. Retrieved May 04, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Nemak-SAB-de-CV-Earnings-Call-T16337486>
  
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