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21st Austria weekly - Strabag, Erste Group, Palfinger (30/04/2021)

02.05.2021

Strabag: Strabag SE, the publicly listed construction group, recorded a decline in output volume in the 2020 financial year, based on the high order backlog, however, the company is cautiously optimistic about the future. At Euro 15.4 bn, the output volume was 7 % below the record level from 2019. The consolidated group revenue amounted to Euro 14.7 bn, which corresponds to a decline of 6 %. The earnings before interest and taxes (EBIT) increased by 5 % to Euro 630.65 mn, which corresponds to an EBIT margin of 4.3 % after 3.8 % in 2019. The net income after minorities for 2020 thus stood at € 395.22 million – an increase of 6 %. The company aims to pay out a dividend of Euro 1.90 a share – what would be the highest since IPO. CEO  Thomas Birtel: “A definitive end to the pandemic is not yet in sight, but from today’s perspective we can say that our strategy and our business model have proven their worth. We therefore expect a slight increase in output in 2021, although the EBIT margin, our most important financial indicator, is likely to return to normal – especially given the currently observable price increases for construction materials.” The company expects to achieve an output volume slightly above the previous year’s level in the 2021 financial year. This forecast is supported by the high order backlog. Following the extraordinary earnings situation in the past financial year, the situation should return to normal in 2021 with an EBIT margin of below 4.0 %.
Strabag: weekly performance: 7.14%

Palfinger: Revenue of lifting solutions provider Palfinger amounted to Euro 405.9 mn in Q1 of 2021 compared with Euro 393.2 mn for the same period in the previous year. This represents an increase of 3.2 percent. The operating result (EBIT) increased from Euro 31.4 mn in Q1 of 2020 to Euro 40.0 mn in Q1 2021. The consolidated net result as at March 31, 2021 was Euro 24.5 mn compared to Euro 15.5 mn for the same period in the previous year. For the full fiscal year 2021 management is aiming for a record year with revenues in excess of Euro 1.75 bn and an EBIT of more than Euro 149 mn. The global economic recovery is reflected in Palfinger’s good order intake and consequently full order books; therefore, all plants are working at full capacity. Economic growth of 8.4 percent is forecast for China, 6.4 percent for the USA and 4.4 percent for Europe. The upturn is being driven largely by the construction industry. The timber industry is developing positively too. However, the upturn is accompanied by rising raw material prices which results in higher costs along the supply chain. “We also have to keep in mind the risk of limited material availability,” says Klauser.
Palfinger: weekly performance: 1.63%

Erste Group: Austrian based CEE banking group Erste Group starte well into new year, posts net profit of Euro 355.1 mn in Q1 2021 (+50.9%; Euro 235.3 mn). Net interest income declined – mainly in the Czech Republic and Austria – to Euro 1,172.1 mn (-4.6%; Euro 1,229.0 mn).  Erste Group’s goal for 2021 is to increase net profit. Among the factors that will support achievement of this goal are a recovery of the econ-omies of all core markets – the Czech Republic, Slovakia, Hungary, Romania, Croa- tia, Serbia and Austria – and, on this basis, a reduction of risk costs and an improvement in the operating result. A continuation or further escalation of Covid-19 measures by governments as well as potential – and as yet un- quantifiable – political, regulatory or economic risks may render meeting this goal more challenging.
Erste Group: weekly performance: 3.39%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (30/04/2021)


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21st Austria weekly - Strabag, Erste Group, Palfinger (30/04/2021)


02.05.2021


Strabag: Strabag SE, the publicly listed construction group, recorded a decline in output volume in the 2020 financial year, based on the high order backlog, however, the company is cautiously optimistic about the future. At Euro 15.4 bn, the output volume was 7 % below the record level from 2019. The consolidated group revenue amounted to Euro 14.7 bn, which corresponds to a decline of 6 %. The earnings before interest and taxes (EBIT) increased by 5 % to Euro 630.65 mn, which corresponds to an EBIT margin of 4.3 % after 3.8 % in 2019. The net income after minorities for 2020 thus stood at € 395.22 million – an increase of 6 %. The company aims to pay out a dividend of Euro 1.90 a share – what would be the highest since IPO. CEO  Thomas Birtel: “A definitive end to the pandemic is not yet in sight, but from today’s perspective we can say that our strategy and our business model have proven their worth. We therefore expect a slight increase in output in 2021, although the EBIT margin, our most important financial indicator, is likely to return to normal – especially given the currently observable price increases for construction materials.” The company expects to achieve an output volume slightly above the previous year’s level in the 2021 financial year. This forecast is supported by the high order backlog. Following the extraordinary earnings situation in the past financial year, the situation should return to normal in 2021 with an EBIT margin of below 4.0 %.
Strabag: weekly performance: 7.14%

Palfinger: Revenue of lifting solutions provider Palfinger amounted to Euro 405.9 mn in Q1 of 2021 compared with Euro 393.2 mn for the same period in the previous year. This represents an increase of 3.2 percent. The operating result (EBIT) increased from Euro 31.4 mn in Q1 of 2020 to Euro 40.0 mn in Q1 2021. The consolidated net result as at March 31, 2021 was Euro 24.5 mn compared to Euro 15.5 mn for the same period in the previous year. For the full fiscal year 2021 management is aiming for a record year with revenues in excess of Euro 1.75 bn and an EBIT of more than Euro 149 mn. The global economic recovery is reflected in Palfinger’s good order intake and consequently full order books; therefore, all plants are working at full capacity. Economic growth of 8.4 percent is forecast for China, 6.4 percent for the USA and 4.4 percent for Europe. The upturn is being driven largely by the construction industry. The timber industry is developing positively too. However, the upturn is accompanied by rising raw material prices which results in higher costs along the supply chain. “We also have to keep in mind the risk of limited material availability,” says Klauser.
Palfinger: weekly performance: 1.63%

Erste Group: Austrian based CEE banking group Erste Group starte well into new year, posts net profit of Euro 355.1 mn in Q1 2021 (+50.9%; Euro 235.3 mn). Net interest income declined – mainly in the Czech Republic and Austria – to Euro 1,172.1 mn (-4.6%; Euro 1,229.0 mn).  Erste Group’s goal for 2021 is to increase net profit. Among the factors that will support achievement of this goal are a recovery of the econ-omies of all core markets – the Czech Republic, Slovakia, Hungary, Romania, Croa- tia, Serbia and Austria – and, on this basis, a reduction of risk costs and an improvement in the operating result. A continuation or further escalation of Covid-19 measures by governments as well as potential – and as yet un- quantifiable – political, regulatory or economic risks may render meeting this goal more challenging.
Erste Group: weekly performance: 3.39%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (30/04/2021)




 

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