SCHO Schouw & Co A/S

Delårsrapport for 2. kvartal 2024

Delårsrapport for 2. kvartal 2024

Schouw & Co. har torsdag offentliggjort delårsrapport for 2. kvartal 2024; Koncernens omsætning i 2. kvartal 2024 blev som forventet reduceret, drevet af en kombination af lavere mængder og lavere priser. Det realiserede EBITDA blev derimod væsentligt forøget, med BioMar som den væsentligste bidragyder, ligesom cash flow fra drift blev fastholdt på højt niveau.

Hovedpunkter

  • 8,7 mia. kr. i omsætning – en reduktion på 5%
  • 737 mio. kr. EBITDA – en vækst på 11%
  • 337 mio. kr. i pengestrøm fra drift – en reduktion på 17 mio. kr.
  • 10,52 kr. i resultat pr. aktie – en vækst på 14%
  • 13,8% ROIC ekskl. goodwill – en forøgelse af afkastet på den investerede kapital ekskl. goodwill med 2,5 procentpoint

Adm. direktør Jens Bjerg Sørensen udtaler

– Andet kvartal i 2024 blev samlet set rigtigt godt for Schouw & Co. Det er i særdeleshed den største virksomhed i porteføljen, BioMar, der er en af verdens førende producenter af kvalitetsfoder til opdræt af fisk og rejer, der igen leverer en markant indtjeningsfremgang. De industrielle virksomheder er udfordret af lavere aktivitet, men formår trods usikre markeder alligevel at opretholde høje marginer. Vi opretholder markedsandele og har gode positioner, men flere af vores kunder har det svært.

2024 er et år, hvor vi konsoliderer os. Vores virksomheder står stærkt, og vi har et mindre investeringsbehov end i tidligere år. Vi forventer at skabe et godt cash flow, og vil i de kommende år fortsat se effekt af de allerede foretagne udvidelser og nye aktiviteter.

Den gode udvikling i kvartalet betyder, at vi samlet set kan hæve forventningerne til årets EBITDA, selvom vi samtidigt reducerer forventningen til omsætningen. Vi fastholder fokus på lønsomhed på både kort og længere sigt, og har et optimistisk syn på fremtiden.

Videokonference på engelsk i forbindelse med regnskabet

  • Torsdag den 15. august 2024 kl. 15:30

Deltagere bedes benytte dette link:  

Aktieselskabet Schouw & Co.

Jørgen Dencker Wisborg, bestyrelsesformand

Jens Bjerg Sørensen, adm. direktør, telefon

Vedhæftet fil



EN
15/08/2024

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Reports on Schouw & Co A/S

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 7 2026

Schouw & Co. share buy-back programme, week 7 2026 On 2 January 2026, Schouw & Co. initiated a share buy-back programme as outlined in Company Announcement no. 59 of 18 December 2025. Under the programme, Schouw & Co. will acquire shares for up to DKK 240 million during the period 2 January to 31 December 2026. The buy-back will be structured in accordance with Regulation (EU) No. 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (MAR) and the Commission’s delegated regulation (EU) 2016/1052 of 8 March 2016 (“Safe Harbour” rules). Trading dayNo. of sh...

 PRESS RELEASE

Aktieselskabet Schouw & Co.: Written Resolution of Bondholders passed

Aktieselskabet Schouw & Co.: Written Resolution of Bondholders passed 13 February 2026: Reference is made to the announcement made by Aktieselskabet Schouw & Co. (the "Issuer") on 6 February 2026 regarding the summons for a Written Resolution (the "Summons") pursuant to the bond terms dated 14 June 2024 (as amended) (the "Bond Terms") for the Issuer's FRN senior unsecured bond issue maturing in 2029 (ISIN NO0013260349) (the "Bonds"). The Proposal (as defined in the Summons) to accept the release of BioMar as an Original Guarantor and Material Subsidiary under the Bond Terms, in the event t...

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 6 2026

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 PRESS RELEASE

Aktieselskabet Schouw & Co.: Summons for Written Resolution of Bondhol...

Aktieselskabet Schouw & Co.: Summons for Written Resolution of Bondholders 6 February 2026: Aktieselskabet Schouw & Co. (the "Issuer") has initiated a summons for a Written Resolution (the "Summons") pursuant to the bond terms dated 14 June 2024 (as amended) (the "Bond Terms") for the Issuer's FRN senior unsecured bond issue maturing in 2029 (ISIN NO0013260349) (the "Bonds").  Nordea Bank Abp (the "Solicitation Agent") is acting as the solicitation agent in connection with the Summons as requested by the Issuer. Nordic Trustee AS is acting as bond trustee for the bondholders of the Bonds. ...

 PRESS RELEASE

Schouw & Co. share buy-back programme, week 5 2026

Schouw & Co. share buy-back programme, week 5 2026 On 2 January 2026, Schouw & Co. initiated a share buy-back programme as outlined in Company Announcement no. 59 of 18 December 2025. Under the programme, Schouw & Co. will acquire shares for up to DKK 240 million during the period 2 January to 31 December 2026. The buy-back will be structured in accordance with Regulation (EU) No. 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (MAR) and the Commission’s delegated regulation (EU) 2016/1052 of 8 March 2016 (“Safe Harbour” rules). Trading dayNo. of sh...

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