Takulandirani ndikukuthokozani chifukwa cha thandizo lanu. Pakali pano, onse omwe akutenga nawo mbali ali m'njira yomvetsera yokha.[Malangizo a Operekera].Kuyimba kwamasiku ano akujambulidwa, ngati muli ndi chotsutsa, mutha kudumpha panthawiyi.Ndikufuna kutembenuka. kuyitana kwa Bambo Whit Kincaid.
Mmawa wabwino nonse. Zikomo kwambiri chifukwa cholowa nawo pa msonkhano wa Mueller Water Products 'Q2 2022. Dzulo masana, tidatulutsa zotuluka pazantchito zathu za kotala yomwe idatha pa Marichi 31, 2022. Nkhaniyi ikupezeka patsamba lathu muellerwaterproducts. .com.Purezidenti wathu ndi CEO Scott Hall ndi Chief Financial Officer Martie Zakas akambirana zotsatira zathu kotala yachiwiri ndi mmene tikuonera panopa 2022.Kuyimba m'mawa uno anajambulidwa ndipo webcast live pa Intaneti.Taikanso zithunzi pa webusaiti yathu kutsagana. Zokambirana zamasiku ano ndikuyankhira ziganizo zoyang'ana m'tsogolo muzofunikira zathu zomwe sizili za GAAP.
Monga chikumbutso, tasintha kasamalidwe kathu ndi malipoti a gawo kuyambira pa Okutobala 1, 2021.Tidalemba 8-K mu Januwale kupereka chithunzithunzi cha zotsatira zathu za kotala za 2020 ndi 2021. Ili ndi lipoti lachigawo chachiwiri cha gawo lathu latsopanoli. , Water Flow Solutions ndi Water Management Solutions.Pakali pano, onani slide 2.Slide iyi imasonyeza njira zomwe sizili za GAAP zandalama zomwe zatchulidwa muzofalitsa zathu, zithunzithunzi ndi kuyitana kwa msonkhano uno.Imawulula chifukwa chake timakhulupirira kuti njirazi ndi zothandiza kwa osunga ndalama.
Kuyanjanitsa pakati pa njira zandalama zomwe si za GAAP ndi GAAP zikuphatikizidwa muzofalitsa zathu ndi zina zowonjezera patsamba lathu. zimasiyana kwambiri ndi zomwe zili m'mawu amtsogolo.Chonde onani zithunzi 2 ndi 3 zonse. Pakuyimba uku, kupatula ngati tanenedwa mwanjira ina, maumboni onse okhudza chaka kapena kotala linalake akutanthauza chaka chathu chandalama chomwe chatha pa Seputembara 30. Kubwereza kwa m'mawa uno. kuyimbira kulipo kwa masiku a 30 pa 1-800-8195739.Mawebusayiti osungidwa ndi zithunzi zofananira zidzapezeka pagawo lazachuma la webusayiti yathu kwa masiku osachepera 90. Tsopano ndipereka kuyitanidwa kwa Scott.
Zikomo, Whit.Zikomo chifukwa cholowa nawo msonkhano wathu lero.Ndikuyembekeza kuti aliyense ali wotetezeka komanso wathanzi.Ndisanayambe, ndikufuna kuti ndifotokoze za vuto loopsya lothandizira anthu ku Ukraine, lomwe lakhala ndi zotsatira zambiri zachindunji komanso zosalunjika padziko lonse lapansi. Ngakhale kuti sitikugulitsa ku Russia kapena ku Ukraine, tikuwona kukhudzidwa kwa njira yathu yapadziko lonse lapansi.Chofunika kwambiri, malingaliro athu ndi mapemphero athu ali ndi omwe akukhudzidwa ndi mikangano.Ndi zimenezo, ndikuwunika mwachidule gawo lathu lachiwiri.
Tidakwanitsa kugulitsa zinthu zonse mgawo lachiwiri ndipo tidapeza kukula kogulitsa manambala awiri kotala yachinayi motsatizana. Kugulitsa kwathu kophatikizana kudakwera 16% mu kotala, motsogozedwa ndi kukwaniritsidwa kwamitengo komanso kupitiliza kufunikira kwamphamvu. Tikulimbikitsidwa kuti mtengo wathu kuzindikira kunadutsa kukwera kwa inflation kwa nthawi yoyamba kupitirira chaka chimodzi.Tidakumana ndi kukula kolimba m'kati mwa kotala, ndi ntchito yomaliza msika mu kukonza ma municipalities ndi kukonzanso ndi kumanga nyumba zatsopano kukhalabe zamphamvu.
Ndi kotala lina la kukula kolimba kwa malonda, kubwezeredwa kwa kotala, ndi zoyembekeza za kuwonjezeka kwa mtengo, tinakwezanso ziyembekezo zathu za kukula kwa malonda apachaka. Pazonse, ndikukondwera ndi khama ndi kuyang'ana kwa gulu lathu pamene akupitiriza zida zopangira zotetezedwa, kuwongolera zolembera zathu ndikukwaniritsa zosowa za makasitomala mumkhalidwe wovutawu wogwirira ntchito.Mphepete mwa kutembenuka kwathu kwa kotala yachiwiri inali yocheperako kuposa momwe timayembekezera, makamaka chifukwa cha zovuta zogwirira ntchito zomwe ndidzathana nazo pambuyo pake pakuyimba.
Komabe, tikuyembekeza kuti malire otembenuka azikhala bwino mu theka lachiwiri, zomwe zimabweretsa kusintha kwa kukula kwa EBITDA chaka chino. Ngakhale tikukhulupirira kuti zovuta zogwirira ntchito zidzapitirira mpaka 2022, tikukhulupirira kuti gulu lathu likhoza kuchita zinthu zothandizira kuthetsa mavutowa ndikuwonjezera phindu la chaka ndi kupitirira.Ndipereka kuyitanidwa kwa Martie kuti tikambirane zotsatira zathu za kotala yachiwiri tisanatiuze zambiri komanso chitsogozo chosinthidwa pagawo lathu lachiwiri.
Zikomo, Scott, komanso m'mawa wabwino nonse. Ndiyamba ndi zotsatira zandalama za GAAP komanso zomwe sizinali za GAAP mgawo lachiwiri la 2022. Pambuyo pake, ndiwunika momwe gawo lathu limagwirira ntchito ndikukambirana za kayendedwe ka ndalama ndi ndalama zathu. Chaka chino, malonda athu ophatikizidwa anali $ 310.5 miliyoni, kuwonjezeka kwa $ 43 miliyoni kapena 16.1% poyerekeza ndi gawo lachiwiri la chaka chatha. kuchuluka kwazinthu zambiri pazogulitsa zathu.
Monga chikumbutso, malonda onse adakwera ndi $ 6 miliyoni mu kotala yapitayi chifukwa cha kuchotsedwa kwa mwezi umodzi wa Krausz wopereka malipoti. 29.9%.Gross malire anachepetsa 310 maziko mfundo poyerekeza ndi chaka cham'mbuyo monga phindu la mitengo okwera ndi voliyumu wapamwamba anali kuposa kuthetsedwa ndi kukwera mtengo zokhudzana ndi kukwera kwa mitengo ndi kusachita bwino kupanga kupanga. , chiwonjezeko cha $3.8 miliyoni kapena 7% pa nthawi yomweyi chaka chatha.
Kuwonjezekaku kudachitika makamaka chifukwa cha kukwera kwa mitengo, kuchuluka kwa T&E ndi ntchito zowonetsa zamalonda, ndalama, komanso kuchuluka kwa malonda a i2O.SG&A adakwera mpaka 18.7% kotala kuchokera ku 20.3% chaka cham'mbuyo, chifukwa cha kuchuluka kwa malonda. Ndalama zogwirira ntchito m'gawoli zinali $ 34.2 miliyoni, kuwonjezeka kwa $ 800,000 kapena 2.4% kuchokera ku $ 33.4 miliyoni pachaka.
Kutembenukira tsopano ku zotsatira zathu zophatikizidwa zomwe sizinali za GAAP. Ndalama zoyendetsera ntchito zosinthidwa zinali $ 34.8 miliyoni, kutsika $ 0.4 miliyoni kapena 1.1% kuchokera ku $ 35.2 miliyoni m'chaka chapitacho. Mitengo yamtengo wapatali ndi kuchuluka kwa ndalama zomwe zinawonjezeka zinachotsedwa chifukwa cha kukwera mtengo kwa inflation, kupanga kosavomerezeka kwa kupanga ndi kukwezeka. Ndalama za SG&A. EBITDA yosinthidwa inali $50.6 miliyoni, makamaka yosalala pachaka-pachaka.Malire athu osinthidwa a EBITDA anali 16.3%, 310 maziko otsika kuposa chaka cham'mbuyomo. EBITDA yosinthidwa m'miyezi 12 yomwe ikubwera inali $206.3 miliyoni, kapena 17.4% ya maukonde. malonda.
Chiwongola dzanja chonse cha kotala chinatsika kufika pa $4.5 miliyoni, poyerekeza ndi $ 6.1 miliyoni panthawi yomweyi chaka chatha. Tidawongolera zosintha zomwe zimapindula pagawo lililonse lochepetsedwa ndi 7.1% kufika pa $0.15 kuchokera pa $0.14 chaka chatha. Tsopano titembenukira ku magwiridwe antchito, kuyambira ndi Water Flow Solutions, yomwe ili ndi ma Iron Gate Gate, Mavavu apadera ndi zida za Service Brass.
Zogulitsa zonse zinali $ 183.9 miliyoni, kuwonjezeka kwa $ 36.8 miliyoni kapena 25% kuchokera chaka cham'mbuyomo, choyendetsedwa ndi mavoti apamwamba ndi mitengo yapamwamba kudutsa mizere yambiri yamagulu. .Komabe, kutumizidwa kwa zinthu zamkuwa kumakhudzidwa ndi kulephera kwa kupanga chifukwa cha kuchuluka kwa nthawi yocheperako ya zida ndi kusokonekera kopitilira apo. Ndalama zoyendetsera ntchito za $35.4 miliyoni zidakwera $3.3 miliyoni kapena 10.3% monga mitengo yokwera komanso kuchuluka kwazinthu zomwe zidakulitsidwa pang'onopang'ono ndi mtengo wokwera kukwera kwa inflation, kupanga kosakwanira komanso kukwera mtengo kwa SG&A.
EBITDA yosinthidwa inali $ 42.9 miliyoni, kuwonjezeka kwa $ 3.3 miliyoni kapena 8.3%, ndipo malire osinthidwa a EBITDA anali 23.3% poyerekeza ndi 26.9% chaka chatha. kukambirana njira zoyendetsera madzi, zomwe zimaphatikizapo ma hydrants, kukonza ndi kuyika, gasi, metering, kuzindikira kutayikira, kuwongolera kupanikizika ndi mapulogalamu apulogalamu. ma voliyumu pamizere yambiri yazogulitsa ndi kuchuluka kwa i2O.
Kupatula phindu lanthawi imodzi kuchokera kuchaka cham'mbuyo chifukwa cha kuchedwa kwa mwezi umodzi, kugulitsa ukonde kudakwera 10.7% mgawo lachiwiri la 2022. Hydrant, gasi, kukonza ndi kuyika zinthu zidayika kukula kwa maukonde amitundu iwiri poyerekeza ndi chaka chatha. .Kuonjezera apo, malonda a zida zogwiritsira ntchito zida ndi ma valve olamulira akupitirizabe kusokonezedwa ndi kusokonezeka kwapang'onopang'ono ndi kulephera kupanga.
Ndalama zosinthidwa za $ 11.8 miliyoni zidatsika ndi $ 4.4 miliyoni mu kotalayi popeza mitengo yokwera komanso kuchuluka kwazinthu zidathetsedwa ndi zotsatira zoyipa zopanga, kukwera mtengo kokhudzana ndi kukwera kwamitengo, komanso zolipiritsa zokwera za SG&A. EBITDA yosinthidwa kwa kotala idatsika ndi $ 4.3 miliyoni mpaka $ 19.1 miliyoni, ndi EBITDA yosinthidwa ya 15.1% poyerekeza ndi 20.5% chaka chatha.Pitirizani kuyenda kwa ndalama.
Ndalama zonse zoperekedwa ndi ntchito zogwirira ntchito m'miyezi isanu ndi umodzi zinali $800,000, poyerekeza ndi $63.2 miliyoni m'chaka cham'mbuyomo. peresenti ya malonda ogulitsa, owerengedwa pogwiritsa ntchito njira ya 5-point, adakwera kufika ku 25.8% kuchokera ku 28.6% m'gawo lachiwiri la chaka chatha. Pakati pa miyezi isanu ndi umodzi, tinagwiritsa ntchito $ 26 miliyoni mu ndalama zogulira ndalama, poyerekeza ndi $ 31.1 miliyoni mu chaka cham'mbuyo.
Kutaya ndalama kwaulere kwa miyezi isanu ndi umodzi kunali kolakwika $ 25.2 miliyoni poyerekeza ndi $ 32.1 miliyoni panthawi yomweyi chaka chatha, makamaka chifukwa cha ndalama zomwe zimagwiritsidwa ntchito pochita ntchito m'gawo lachiwiri. ndipo ndalama zochokera kuzinthu zogwirira ntchito zidzakhala zabwino mu theka lachiwiri la chaka. ngongole ya $447.1 miliyoni ndi ndalama zonse $164.1 miliyoni.
Kumapeto kwa kotala yachiwiri, chiŵerengero chathu chamtengo wapatali chinali nthawi 1.4. Kumapeto kwa kotala, sitinabwereke pansi pa mgwirizano wathu wa ABL, komanso sitinabwereke ndalama pansi pa ABL yathu panthawiyi. Monga chikumbutso, ife pakadali pano tilibe ngongole zokhwima mpaka June 2029. Ndalama zathu zazikulu za 4% zilibe pangano losamalira ndalama ndipo pangano lathu la ABL siligwirizana ndi pangano lililonse losamalira ndalama pokhapokha titadutsa malire opezekapo. Pofika pa Marichi 31, 2022, tinali ndi pafupifupi $160.1 miliyoni zomwe zilipo mopitirira muyeso pansi pa ndondomeko ya ABL, zomwe zimapangitsa kuti ndalama zathu zonse zikhale $324.2 miliyoni. Tikupitirizabe kusunga ndondomeko yamphamvu, yosinthika yokhala ndi ndalama zokwanira komanso luso lothandizira zofunikira zathu zogawira ndalama.Scott, kubwerera kwa inu.
Zikomo, Mattie.Ndilankhula za zotsatira zathu za kotala yachiwiri komanso momwe tasinthira mu 2022. Pambuyo pake, titsegula foni kuti tifunse mafunso. Chimodzi mwazofunikira kwambiri mgawo lathu lachiwiri chinali mitengo. Kuzindikira kwamitengo mkati mwa kotala pomwe magulu athu adapitiliza kugwira ntchito movutikira. Chifukwa cha kuchuluka kwa inflation komwe tikupitilizabe, ndife okondwa kuwona kupita patsogolo komwe tapanga pamitengo yathu yam'mbuyomu ndikupitilizabe kulimbikitsidwa ndi zomwe gulu lathu likuchita komanso kuvomereza msika.
Tinachitanso ntchito zamtengo wapatali pazitsulo zathu zambiri zazitsulo m'kati mwa kotala kuti tithandize kuthana ndi mavuto owonjezereka a inflation ndi kukwera kwa katundu. kukwera kwa inflation, kusokonezeka kwa mayendedwe azinthu zopangira zinthu komanso kusachita bwino pakupanga zinthu pa foundries. Zotsatira zosalunjika za kuukira kwa Russia ku Ukraine zikupitilirabe kufalikira padziko lonse lapansi, ndikuwonjezera zovuta zoperekera zinthu zomwe zikupitilira ndikuwonjezera mtengo wamagetsi, zonyamula katundu, zopangira ndi zida zopezera.
M'kati mwa kotala, tidawona kuwonjezeka motsatizana kwa mitengo yamtengo wapatali, makamaka ya scrap.Tikuyembekeza kuti mitengo yazitsulo zowonongeka, zitsulo zamkuwa ndi zipangizo zina zipitirire kukwera chaka chonse.Kuphatikiza pa mtengo wapamwamba wa zinthu, tikupitiriza kukumana ndi zovuta mu kupezeka kwa zinthu.Pamene gulu lathu likuyang'anabe zofuna za kasitomala ndikugwira ntchito mwakhama kuti tikwaniritse nthawi ya polojekitiyi, talipira ndalama zambiri kuti tipeze zofunikira.
Ponseponse, chilengedwe chimakhala chosatsimikizika kwambiri.Komabe, tikuyembekeza kuti zina mwazinthuzi sizidzapitirira 2022.Kupanga kwathu koyambira kunali koyipa m'gawo la kotala chifukwa cha kukwera mtengo kwa ntchito ndi mphamvu komanso kuchuluka kwa nthawi yocheperako. mu kulephera kwa zida zosakonzekera.Magulu athu akumenyana ndipo ayambitsa ndondomeko zokhudzana ndi kuwonjezereka kwa nthawi, kukonza kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake
M'kanthawi kochepa, tikuyembekeza kuti tidzapitirizabe kukhala ndi ndalama zoyendetsera ntchito komanso kuwonjezeka kwa ndalama zogulira kunja kwa chaka chonse. Tikuyang'ana pa kuonjezera kuchuluka kwa kupanga mu theka lachiwiri pamene tikuyang'anira zotsalira zotsalira ndi zofuna zamphamvu. zonse, ndikusangalala ndi khama ndi kuyang'ana kwa gulu lathu pamene akupitiriza kuteteza zipangizo zopangira, kusamalira zotsalira zathu ndi kukwaniritsa zofuna za makasitomala m'malo ovutawa ogwira ntchito.
Tikuyembekeza kuti mitengo yapamwamba yomwe imapezeka kudzera muzochita zathu zamtengo wapatali idzathandizira kuchepetsa ndalama zopangira zopangira komanso motsatizana kupititsa patsogolo malire mu theka lachiwiri. , pa nthawi yonse ya kukwera kwa mitengo, cholinga chathu ndi kusunga mitengo yamtengo wapatali kusiyana ndi kutsika kwa ndalama ndikusunga phindu.Ndidzawonanso mwachidule misika yathu yotsiriza ndi momwe taonera mu 2022.
Tinawonanso ntchito zadongosolo labwino m'gawo lachiwiri ndipo ntchito yotsiriza ya msika idakhalabe yolimba.Kukonzanso kwatauni ndi msika wosinthira kukupitilizabe kupindula ndi bajeti zabwino, makamaka m'mizinda ikuluikulu. Monga chikumbutso, sitinaphatikizepo phindu lililonse la bili ya zomangamanga m'malingaliro athu a chitsogozo cha 2022. Msika wanyumba zatsopano umayamba kukhalabe wokulirapo mgawo lachiwiri, zomwe zikuwonetsedwa pakuwonjezeka kwa 10% pakuyambika kwa nyumba zatsopano.
Chiyembekezo chathu chomanga nyumba zatsopano ndikuti ntchitoyo ibwerera kumlingo wabwinobwino mu theka lachiwiri la chaka, makamaka chifukwa cha kukwera kwa chiwongola dzanja. .Poganizira kukula kwathu kolimba kwa kotala yachiwiri komanso zomwe tikuyembekezera pamisika yomaliza, tsopano tikuyembekeza kuti kugulitsa kophatikizana kuchuluke ndi 10% mpaka 12%.Kukwaniritsidwa koyembekezeka kwa mbiri yathu yotsalira ndikuwonjezeka kwamitengo kumatipatsa chidaliro pakugulitsa kwathu theka lachiwiri. kulosera.
Tikuyembekeza kuti malire otembenuka azikhala bwino mu theka lachiwiri, zomwe zimabweretsa kusintha kwa kukula kwa EBITDA chaka chino. Tsopano tikuyembekeza kuti EBITDA yosinthidwa idzawonjezeka ndi 7% mpaka 10% kuchokera chaka cham'mbuyomo. , kupanikizika kwa inflation ndi ntchito zopanga zinthu zosayenera zimapitirirabe kwa chaka chotsalira.Pomaliza, ndikupitirizabe kuchita chidwi ndi kudzipereka ndi kupirira kwa mamembala a gulu lathu m'malo ogwirira ntchito omwe sanachitikepo.
Ngakhale akupitiliza kuika patsogolo kutumikira makasitomala athu, amayang'ananso kwambiri pakupanga mapulani athu kuti akule ndi kupititsa patsogolo bizinesi yathu. Pamene tikukhala opereka mayankho aukadaulo pazamadzimadzi, tikuyala maziko olimba akukula kwamtsogolo ndikukhala ndi njira yoyenera. m'malo kuti tiwonjezere kupezeka kwathu pamsika.Tikupitirizabe kupanga zatsopano kuti titseke kusiyana pakati pa zomangamanga ndi zamakono, kuika kukhazikika ndi udindo patsogolo pa zomangamanga, mapangidwe ndi kupanga.
Zolinga zathu za ESG zimagwirizana ndi ndondomeko yathu yamalonda ndipo ndili ndi chidaliro kuti palimodzi tidzathandizira kuti pakhale malo otetezeka kuti tikhale ndi tsogolo lokhazikika. Tinapereka malonda amtundu uliwonse ndikusintha kukula kwa EBITDA m'miyezi 12 yotsatira, kuphatikizapo magawo anayi otsatizana a manambala awiri. Net sales growth.Zogulitsa zathu zili m'malo abwino kuti zipitirire kukula, chifukwa chakuchulukira kwa magwiridwe antchito okalamba, chilimbikitso chaboma chimayang'ana kwambiri kukonza maukonde amadzi ndikuwongolera magwiridwe antchito, kuphatikiza phindu kuchokera kuzinthu zazikulu zomwe timapeza.
Tili ndi ndalama zolimba, ndalama zoyendetsera ndalama komanso kayendetsedwe ka ndalama zomwe zimathandizira njira yathu. Tikupitilizabe kutsata njira yathu yogawira ndalama, kuyang'ana kwambiri kubweza ndalama mubizinesi yathu, kupititsa patsogolo kukula mwa kugula, ndi kubwezera ndalama kwa omwe ali ndi masheya kudzera munjira yathu. magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu a magawo atatu.
[osamveka] Tsopano kuti tikambirane, [MALANGIZO OTHANDIZA].Funso loyamba pamzere likuchokera kwa Jake Jernigan ndi Baird, mzere wanu tsopano watsegulidwa.
Moni nonse, m'mawa wabwino, uyu ndi Terry Mike Halloran. Ndiye funso loyamba, kungosintha pang'ono kwa malire omwe akunenedwa apa, zikuwoneka ngati zimatengera mtengo wamtengo wapatali, zikungopitilira kukhazikika ndikuyamba kukhala zabwino. , ndipo chachiwiri, kodi pali kusiyana kwakukulu apa ponena za kusintha kwa sequential ndi gawo?
Ndikuganiza monga ndidanenera m'mawu anga okonzekera, tikuyembekeza zomwe tikuchita mozungulira nthawi, mozungulira ma supply chain logistics, kuwonetsetsa kuti zinthu sizili mu makina pomwe makinawo akupezeka, kuonetsetsa anthu ndi pamene makina alipo, mtundu wa chinthu. .Tanena za kusintha kotsatizana, kuwongolera kuchokera ku gawo lathu lachiwiri la ntchito, ndipo ndikuganiza monga ndinanena m'mawu anga okonzekera, kukhumudwa pang'ono ndi malire otembenuka, monga kukhala ndi ntchito yabwino yopangira. kukhala zovuta zina, koma mtengo womwe watchulidwa ndi mtengo, monga mwanenera, komanso ndikusintha kwina komwe kunachitika mu theka lachiwiri la chaka.
Ndazipeza.Zikomo.Kenako ponena za kayendedwe ka ndalama zaulere pano, m'munsi mwa capex - kapena ndikutanthauza, capex ikuyembekezeka kukhala yapamwamba kwambiri chaka chino.tikudziwa.Ndiye, mwachiwonekere, kufufuza apa kwasanduka mphepo yamkuntho.Ikungoyang'ana mayendedwe a chaka chamawa, ndi m'munsi capex theoretical inventory ayenera kukuthandizani.
Ndiyeno gawo lachiwiri la funso likanakhala nthawi yopuma mu zipangizo zimenezo ndi chinthu chamtundu umenewo ndipo mwinamwake kuwonjezera kuwonekera kwa mwayi wina wamakono umene mwakonzekera kale.Choncho, mtundu uliwonse paziwirizi ungakhale wabwino.
Chabwino, tikamalankhula za kayendedwe ka ndalama, ndilola Martie kuti agwire, koma kuti ndibwereze zomwe ndinanena za nthawi yochepetsera zida ndi zovuta zina zogwirira ntchito. kodi yasweka?Ndalama zosamalira, ndi zina zotero, pali zosoŵa kapena kuchepa kwa ogwira ntchito? Izi zonse zinali bwino mu gawo lachiwiri kuposa loyamba. kuchotsedwa pa zomwe ndinanena m'mbuyomu.
Ndiye tsopano, nkhawa yathu ndi yakuti, kodi tili ndi zinthu zoti tikonze? ndikuganiza kuti awa ndi zovuta ziwiri zazikuluzikulu, ndipo monga ndinanena mu funso loyamba, pali zosintha zina zachitsogozo chathu mu theka lachiwiri. Ponena za kuyenda kwaulere kwa ndalama, Martie.
inde.Choncho, poyang'ana ndalama zathu zaulere, mukayang'ana miyezi isanu ndi umodzi yoyambirira ya chaka, tinali pafupifupi 57 miliyoni zochepera chaka chatha.Monga ndidanenera, makamaka chifukwa cha kuchuluka kwazinthu zomwe tili nazo malipiro omwe timapanga. Pamene tikuyang'ana kutsogolo kwa chaka chonse, tikuyembekeza kuti ndalama zaulere zizikhala zabwino. Timakhulupirira kuti ndalama zochokera kuntchito zogwirira ntchito zidzakhala zabwino mu theka lachiwiri. chaka cha 2022 (mosiyana ndi 2021), tikuganiza kuti tikhala pansi pa 2021, ndipo zina ndichifukwa cha zina, monga takambirana, tikugula Investments mkati ndi kuzungulira mbali zina etc. ndi inflation. Komanso, tikayang'ana zomwe tikuyembekezera mu 2022 capex, ziyembekezozo ndi zapamwamba kuposa zomwe tikuyembekezera mu 2021.
Moni nonse ndi m'mawa wabwino. Zikomo chifukwa cha funso lanu. Mwina ndaphonyapo, koma mwati mtengo womwe mukuwona mu kotalayi? Ndiyeno pamitengo yopita patsogolo, mungafotokoze zambiri za nthawi ndi kukula kwake? Ndiyeno ngati muwona zofunidwa zikukokera patsogolo pamitengo yamitengo ndipo ngati izi zikukhudza gawo lachiwiri.
Ichi ndi chikumbutso.Sitilengeza za kuwonjezeka kwamitengo komwe tikuyembekezera popanda kulengeza kale ndi makasitomala.Koma ndikukumbukira kuti m'gawo lachiwiri, tinachitapo kanthu pamitengo.Chimodzi chinali chokhudzana ndi mkuwa, ndiyeno zochitika ziwiri zosiyana zinali zogwirizana ndi zitsulo. , monga momwe kusowa kwachitsulo cha nkhumba kunapangitsa kuti mitengo ikhale yotsika mtengo m'misika yowonongeka monga Russia, Ukraine - koma palibe chilichonse mwazochita zamtengo wapatali chomwe chinasonyezedwa mu kotala yamakono.
Koma ndikuganiza kuti kukwaniritsidwa kwamitengo kunakwera motsatizana chifukwa cha zomwe zidalengezedwa m'gawo lapitali. Ndikuganiza kuti kukwaniritsidwa kudatsika pamlingo umodzi wapamwamba kwambiri ndikuwerengera pafupifupi theka la kukula kwa malonda a organic mgawo lachiwiri. Tinapitiliza kukhala ndi dongosolo. kukula, zomwe zinapangitsa kuti pakhale mbiri ina yotsalira kumapeto kwa gawo lachiwiri, zonse zisanachitike komanso pambuyo pa kuwonjezeka kwa mtengo, zomwe ndikuganiza kuti ndizolimbikitsa. Ndikuganiza kuti tidzakhala ndi malo okwaniritsira mitengo yomwe ikukula pamene tikutumiza motsutsana ndi zotsalira zathu. za maoda akale ndipo timachotsa maoda akale, kotero kuti kukwaniritsidwa kwamitengo kupitilirabe kuyenda bwino chaka chonse.
Ndikuganiza kuti gulu lomwe likuyang'anira zotsalira zapita patsogolo kwambiri m'madera ena osati kwambiri mwa ena.Koma mwachiwonekere tidzapitiriza kuyang'anitsitsa chilengedwe cha inflation ndipo ngati tifunika kukwera mitengo yowonjezera, tidzathandiza. Ndikuganiza kuti ndikufuna kukumbutsa aliyense nthawi yonse ya inflation kuti cholinga chathu ndikusunga mitengo pamwamba pa inflation ndikusunga phindu, kotero kuti palibe zotsatira za dilution. , koma ndikukhulupirira kuti tikukumana ndi zovuta zambiri, ndichifukwa chake tikadalibe pagawo lachiwiri.
OKIzi ndizothandiza kwambiri.Ndipo pomwepo, theka lachiwiri, ngati ine basi - ndi Scott, yang'anani malangizo anu.Inu anyamata mukukula mu theka loyamba la chaka, ndalama za chaka ndi chaka zili mu azaka zapakati pa unyamata, ndi kutsata malangizo anu onse a FY22, mukula ndi theka, theka lachiwiri poyerekeza ndi theka lachiwiri la chaka chatha. 7%, 8%.Ndikudziwa kuti kufananitsako kuli kosiyana pang'ono, koma powerengera mitengo pazigawo izi, kodi zikutanthauza kuti inu - mukuwona voliyumu mu theka lachiwiri ikukhazikika kapena kuyamba kuchepetsa kuyesa kugwirizanitsa zomwe zikuchitika mu theka lachiwiri ndi zomwe mudawona mu theka loyamba Poyerekeza ndi momwe mtengo udakali kumbuyo kwanu, zikuwoneka ngati.
Ndikuganiza kuti izi ndizowona bwino. Ndikuganiza kuti tikuyembekeza kuti malo ogwirira ntchito azikhala ovuta kwa chaka chonsecho ndipo tidzakhala ndi gawo limodzi mwa magawo atatu amphamvu omwe takhala nawo. Kunena zoona, mukaganizira zachitatu. kotala chaka chatha, ndikuganiza kuti theka lachiwiri la zotumizazo likuyembekezeka kukhala ndi zovuta za nthawiyi komanso zovuta izi mumsika wogulitsa.Zogulitsa zenizeni mu theka lachiwiri zinali zochepa kwambiri kuposa malonda enieni a chaka chatha chifukwa cha malonda amphamvu mu gawo lachiwiri. theka la chaka chatha ndi zovuta zomwe zikugwirabe ntchito.
Chifukwa chake ndikuganiza kuti 2021 kapena kotala yachitatu ndi umodzi mwamiyezi yathu yabwino kwambiri chifukwa timadziwa bwino momwe mphepo zimayendera. Mudzakumbukira kuti tili ndi mayunitsi ambiri pashelefu. zindikirani kuti tidagulitsa kwambiri kuposa momwe tidapangira mu theka lachiwiri la chaka chatha chifukwa cha kuchuluka kwa zinthu zomwe zidamalizidwa pomwe tidalowa. vuto lalikulu kwa ife chaka chino kuposa chaka chatha.
Kotero kwenikweni, monga momwe munaganizira bwino, voliyumu yambiri mu theka lachiwiri inalidi yokhudzana ndi mtengo.Chitsogozo chathu chikutanthauza kuti tidzapitirizabe kukumana ndi zinthu zina zothandizira ndi kukonza, zomwe tidzasintha motsatizana. t bwino, kungoti unityo sikhala yolimba monga momwe idalili chaka chatha.
OKfair mokwanira.Izi ndizothandiza kwambiri.Ndiye mwina yomaliza.Pankhani ya nyengo, mudatchula kusintha kotsatizana kuchokera pa Q2 kufika pa Q3, muwona zimenezo, koma ngati tingayembekezere kufooka pang'ono kwa nyengo mu Q4 kuposa Q3. , kapena chifukwa chakusintha kwanthawi yayitali komanso ndinu chiyani, nyengo yachilendo yomwe titha kuwona kuti Q4 ikukhala yabwino kuposa Q3? Zikomo.
Chabwino, nthawi zonse zakhala kotala lachinayi, osati nyengo chabe, ndi anthu angati omwe angayang'ane ndi kupezeka komwe tili nako.Tinali ndi shutdown yathu yachilimwe ndipo tinali otentha kwambiri pamalire athu.Tinayang'ana pa kujomba ndipo pali zifukwa zambiri zamkati. Koma ndikuganiza kuti mfundo yaikulu ya funso lanu ndi yakuti zotsalirazo ndi zazikulu kwambiri, ndipo ziri zenizeni zomwe tingapange komanso zomwe zogulitsa ndizofunikira kuti mumalize ntchitoyi panthawi yomanga. theka lachiwiri la chaka, koma ndikuganiza kuti gawo lachinayi, monga nthawi zonse, kotala linatha September 30, kuyambira tsiku lopanga, nthawi yathu yambiri ya tchuthi ndi zina zotero zidzachitika mu nthawi imeneyo poyerekeza ndi Kutulutsa kwathu kudzakhala kochepa.
Nthawi yotumiza: May-18-2022
