Murakaza neza kandi ndabashimira inkunga mutugezaho. Kuri iyi ngingo, abitabiriye amahugurwa bose bari muburyo bwo gutega amatwi gusa. guhamagarwa kuri Bwana Whit Kincaid.
Mwaramutse mwese.Murakoze kuba mwarinjiye mu nama ya Mueller Amazi y’ibicuruzwa Q2 2022.Ejo hashize nyuma ya saa sita, twasohoye itangazo ku bisubizo by’ibikorwa byacu mu gihembwe cyarangiye ku ya 31 Werurwe 2022.Kopi y’itangazo iraboneka kurubuga rwacu muellerwaterproducts | ikiganiro cyuyu munsi hamwe na adresse-tureba imbere mubisabwa bitari GAAP.
Nkwibutse, twahinduye imiterere yubuyobozi hamwe na raporo yo gutanga ibyiciro guhera ku ya 1 Ukwakira 2021. Twatanze 8-K muri Mutarama dutanga ibisobanuro ku bisubizo by’amateka byigihembwe cya 2020 na 2021.Iyi ni raporo yigihembwe cya kabiri ku gice cyacu gishya , Amazi meza yo gukemura no gukemura ibibazo byamazi. Kugeza ubu, reba igishushanyo cya 2.Iyi slide irerekana ingamba zamafaranga zitari GAAP zivugwa mumatangazo yacu, amashusho hamwe niyi nama ihamagarwa. Irerekana impamvu twemera ko izi ngamba ari amakuru yingirakamaro kubashoramari.
Ubwiyunge hagati yingamba zamafaranga zitari GAAP na GAAP zashyizwe mubitangazamakuru byacu hamwe namakuru yinyongera kurubuga rwacu. Igice cya 3 kijyanye n’amagambo areba imbere yavuzwe kuri iyi nama ihamagarwa. Iyi slide ikubiyemo amakuru yo kuburira agaragaza ibintu byingenzi bishobora gutera ibisubizo nyabyo kuri tandukanyirizo mubintu bikubiye mubisobanuro bireba imbere. Nyamuneka reba ibice 2 na 3 byuzuye.Mu gihe guhamagarwa, keretse bivuzwe ukundi, ibyerekeranye numwaka cyangwa igihembwe runaka bivuga umwaka wingengo yimari yarangiye 30 Nzeri. Gusubiramo kwa mugitondo guhamagara biraboneka muminsi 30 kuri 1-800-8195739. Urubuga rwa interineti rwashizwe hamwe na slide ijyanye nabyo bizaboneka kumurongo wimibanire yabashoramari kurubuga rwacu byibuze iminsi 90. Ubu nzahamagara Scott.
Urakoze, Whit. Urakoze kuba winjiye mu nama yacu uyu munsi.Ndizera ko abantu bose bafite umutekano kandi bafite ubuzima bwiza. Mbere yuko ntangira, ndashaka kugira icyo mvuga ku kibazo gikomeye cy’ubutabazi muri Ukraine, cyagize ingaruka nyinshi zitaziguye kandi zitaziguye ku isi. Mugihe tutagurisha muburusiya cyangwa Ukraine, turimo kubona ingaruka kumurongo wogutanga kwisi yose. Icy'ingenzi, ibitekerezo byacu n'amasengesho yacu hamwe nabarebwa namakimbirane. Hamwe nibyo, nzasubiramo muri make igihembwe cya kabiri.
Twageze ku bicuruzwa byinjira mu gihembwe cya kabiri kandi twageze ku ntera yo kugurisha inshuro ebyiri mu gihembwe cya kane gikurikiranye.Ibicuruzwa byacu byahujwe byiyongereyeho 16% mu gihembwe, bitewe no kuzamura ibiciro no gukomeza gukenerwa cyane. Turashishikarizwa ko igiciro cyacu gutahura byarenze ifaranga kunshuro yambere mugihe kirenga umwaka.Twabonye iterambere rikomeye mugihembwe, hamwe nibikorwa byisoko ryanyuma mugusana no gusimbuza amakomine no kubaka amazu mashya bikomeje gukomera.
Hamwe n'ikindi gihembwe cyo kuzamuka kwinshi kugurisha ibicuruzwa, amateka yigihembwe cyanyuma kirangiye, hamwe nibiteganijwe kuzamuka kwibiciro, twongeye kuzamura ibyo twitezeho kuzamura ibicuruzwa byinjira buri mwaka.Muri rusange, nishimiye umwete nibitekerezo byikipe yacu nkuko bakomeza kubikora ibikoresho byumusaruro bifite umutekano, ucunge ibyasigaye inyuma kandi uhuze ibyo umukiriya akeneye muri ibi bidukikije bigoye. Igihembwe cya kabiri cyo guhindura amafaranga cyari munsi yicyari giteganijwe, cyane cyane kubera ibibazo byakazi nzakemura nyuma yo guhamagarwa.
Ariko, turateganya ko impinduka zizahinduka mugice cya kabiri, bigatuma iterambere rya EBITDA rihinduka muri uyumwaka.Mu gihe twizera ko ibibazo byakazi bizakomeza muri 2022, twizera ko itsinda ryacu rishobora gushyira mubikorwa ingamba zo gufasha gukemura ibyo bibazo no kongera inyungu kumwaka kandi kurenga.Nzahindura umuhamagaro kuri Martie kugirango tuganire kubisubizo byigihembwe cya kabiri mbere yo gutanga ibisobanuro birambuye hamwe nubuyobozi bugezweho mugihembwe cya kabiri.
Urakoze, Scott, kandi mwaramutse mwese.Nzatangirana hamwe na GAAP hamwe nibisubizo byubukungu bitari GAAP mugihembwe cya kabiri cya 2022. Nyuma yibyo, nzasubiramo imikorere yicyiciro cyanjye maze tuganire kumafaranga yacu no gutembera.Mu gihembwe cya kabiri y'uyu mwaka, ibicuruzwa byacu byahurijwe hamwe byari miliyoni 310.5 z'amadolari, byiyongereyeho miliyoni 43 z'amadolari cyangwa 16.1% ugereranije n'igihembwe cya kabiri cy'umwaka ushize. Twongereye kugurisha ibicuruzwa biva mu mazi bya Flow Flow Solutions na Management Management Solutions, byombi byungukiwe n'ibiciro biri hejuru kandi yiyongereyeho amajwi hafi yibicuruzwa byacu.
Twabibutsa ko igurishwa ry’inyungu ryiyongereyeho miliyoni 6 z'amadolari mu gihembwe gishize bitewe n’ikurwaho rya Krausz ry’ukwezi kumwe gutanga raporo. Inyungu rusange y’igihembwe yiyongereyeho miliyoni 4.4 z'amadolari cyangwa 5% umwaka ushize ku mwaka igera kuri miliyoni 92.8 z'amadolari, ibyo bikaba byerekana inyungu rusange 29.9% .Amafaranga yose yagabanutseho amanota 310 ugereranije n’umwaka ushize kuko inyungu z’ibiciro biri hejuru n’ubunini bwinshi zari zirenze gusubizwa n’amafaranga menshi ajyanye n’ifaranga n’imikorere mibi y’inganda. Kugurisha, amafaranga rusange n’ubuyobozi mu gihembwe yari miliyoni 58 $ , kwiyongera kwa miliyoni 3.8 z'amadolari cyangwa 7% mugihe kimwe cyumwaka ushize.
Ubwiyongere bwatewe ahanini n’ifaranga, ibikorwa byinshi bya T&E n’ubucuruzi bwerekana ibikorwa, ishoramari, ndetse no kwiyongera kwa i2O.SG & A ku ijanisha ry’ibicuruzwa byazamutse kugera kuri 18.7% mu gihembwe bivuye kuri 20.3% umwaka ushize, kubera ingaruka z’igurisha ryinshi. Amafaranga yinjije mu gihembwe yari miliyoni 34.2 z'amadolari, yiyongereyeho 800.000 $ cyangwa 2,4% bivuye kuri miliyoni 33.4 z'amadolari y’umwaka ushize.
Hindura noneho kubisubizo byacu bidahwitse bitari GAAP.Ibikorwa byahinduwe byinjije miliyoni 34.8 z'amadolari, byagabanutseho miliyoni 0.4 cyangwa 1.1% bivuye kuri miliyoni 35.2 z'amadolari mu mwaka ubanza. Amafaranga yakoreshejwe na SG&A.Yagabanijwe EBITDA yari miliyoni 50.6 z'amadolari, cyane cyane umwaka ushize. kugurisha.
Amafaranga akoreshwa mu gihembwe yagabanutse agera kuri miliyoni 4.5 z'amadolari, ugereranije na miliyoni 6.1 z'amadolari mu gihe kimwe cy'umwaka ushize. Kugabanuka mu gihembwe byatewe ahanini n'amafaranga make y’inyungu ajyanye no gutunganya inoti yacu nkuru ya 5.5% na inoti nkuru ya 4%. Twateje imbere inyungu zunguka kuri buri mugabane wagabanijwe mu gihembwe ku kigero cya 7.1% kugeza $ 0.15 kuva $ 0.14 umwaka ushize. Noneho duhindukiriye imikorere igabanijwe, duhereye kuri Water Flow Solutions, igizwe na Valve ya Gate ya Iron, Valve idasanzwe hamwe nibicuruzwa bya Brass.
Igurishwa ryuzuye ryari miliyoni 183.9 z'amadolari, yiyongereyeho miliyoni 36.8 z'amadolari cyangwa 25% ugereranije n’umwaka ushize, bitewe n’umubare munini hamwe n’ibiciro biri hejuru ku bicuruzwa byinshi by’igice. Irembo ryacu hamwe n’indangagaciro zidasanzwe byageze ku mibare y’imibare ibiri ugereranije n’umwaka ushize. .Nyamara, kohereza ibicuruzwa bya serivisi z'umuringa byagize ingaruka ku gukora nabi mu nganda biturutse ku kongera ibikoresho ku gihe ndetse no guhungabanya amasoko bikomeje. ku guta agaciro, imikorere idahwitse yo gukora hamwe na SG&A amafaranga menshi.
EBITDA yahinduwe yari miliyoni 42.9 z'amadolari, yiyongereyeho miliyoni 3.3 z'amadolari cyangwa 8.3%, naho marike ya EBITDA yahinduwe yari 23.3% ugereranije na 26.9% umwaka ushize.Nubwo ibibazo by’ibikorwa byagize ingaruka ku bicuruzwa byacu byo gukora, igice cyo guhindura igice mu gihembwe cyari 9% .Komeza kuganira ku gisubizo cy’imicungire y’amazi, arimo hydrants, gusana no kuyishyiraho, gaze karemano, gupima, gutahura ibicuruzwa, kugenzura ingufu n’ibicuruzwa bya software. Igurishwa rya neti ryari miliyoni 126.6 z’amadolari y’Amerika, ryiyongereyeho miliyoni 6.2 cyangwa 5.1% umwaka ushize, cyane cyane bitewe n’ibiciro biri hejuru kandi ingano mubice byinshi byumurongo wibicuruzwa no kwiyongera kwa i2O.
Ukuyemo inyungu inshuro imwe kuva umwaka ushize bitewe nuko ukwezi kumwe kwatinze, kugurisha neti byazamutseho 10.7% mugihembwe cya kabiri cya 2022.Hidrant, gaze, gusana no kwishyiriraho ibicuruzwa byiyongereyeho imibare ibiri ugereranije n’umwaka ushize. .Ikindi kandi, kugurisha ibikoresho no kugenzura ibicuruzwa bya valve bikomeje guhagarikwa nuguhagarika amasoko bikomeje no kudakora neza.
Amafaranga yinjira mu bikorwa angana na miliyoni 11.8 z'amadolari yagabanutseho miliyoni 4.4 z'amadolari mu gihembwe kubera ko ibiciro biri hejuru ndetse n’ibicuruzwa byiyongereye byagabanijwe n’umusaruro utari mwiza w’inganda, ibiciro bijyanye n’ifaranga ryinshi, hamwe n’amafaranga menshi ya SG&A. offset.Byahinduwe na EBITDA mu gihembwe yagabanutseho miliyoni 4.3 z'amadolari agera kuri miliyoni 19.1 z'amadolari, hamwe na EBITDA yahinduwe angana na 15.1% ugereranije na 20.5% umwaka ushize. Komeza amafaranga.
Amafaranga yatanzwe n'ibikorwa byo gukora mu gihe cy'amezi atandatu yari 800.000 by'amadolari, ugereranije na miliyoni 63.2 z'amadolari mu mwaka ubanza.Igabanuka ryatewe ahanini no kubara no kwishyura byinshi, harimo kugabanyirizwa abakiriya, imisoro ku nyungu no gushishikariza abakozi. ijanisha ryo kugurisha net, ubarwa ukoresheje uburyo bwamanota 5, wateye imbere ugera kuri 25.8% kuva kuri 28.6% mugihembwe cya kabiri cyumwaka ushize.Mu gihe cyamezi atandatu, twakoresheje miliyoni 26 zamadorari yakoreshejwe mumafaranga, ugereranije na miliyoni 31.1 $ muri umwaka ubanza.
Amafaranga yinjira kubuntu mugihe cyamezi atandatu yari miriyoni 25.2 zamadorali ugereranije na miliyoni 32.1 zamadorali mugihe kimwe cyumwaka ushize, cyane cyane kubera amafaranga yakoreshejwe mubikorwa byo gukora mugihembwe cya kabiri.Ku mwaka wose, turateganya ko amafaranga yubusa azagenda neza n'amafaranga ava mubikorwa byo gukora azaba meza mugice cya kabiri cyumwaka.Nyamara, turateganya ko azaba make ugereranije no muri 2021, cyane cyane bitewe n’ibarura ryiyongereye kubera ishoramari n’ifaranga. Kuva ku ya 31 Werurwe 2022, twari dufite indashyikirwa muri rusange umwenda wa miliyoni 447.1 z'amadolari n'amafaranga yose hamwe angana na miliyoni 164.1.
Igihembwe cya kabiri kirangiye, igipimo cyacu cyo gukoresha net cyikubye inshuro 1.4.Mu gihembwe kirangiye, ntitwigeze tuguriza mu masezerano yacu ya ABL, nta nubwo twigeze tuguza amafaranga ayo ari yo yose muri ABL mu gihembwe.Nkwibutsa, twe kuri ubu nta mwenda urangiye kugeza muri Kamena 2029. Inoti zacu nkuru 4% nta masezerano yo kubungabunga imari kandi amasezerano yacu ya ABL ntabwo agengwa namasezerano yo kubungabunga imari keretse turenze igipimo ntarengwa cyo kuboneka.Ku ya 31 Werurwe 2022, twari dufite amadorari agera kuri 160.1 miriyoni ziboneka cyane muri protocole ya ABL, izana ibicuruzwa byacu byose kuri miliyoni 324.2 z'amadolari. Turakomeza kugumana urupapuro rukomeye, rworoshye kandi rufite ubushobozi buhagije hamwe nubushobozi bwo gushyigikira ibyo dushyize imbere.Scott, irakugarukira.
Urakoze, Mattie.Nzavuga kubisubizo byigihembwe cya kabiri hamwe nuburyo tugezweho muri 2022. Nyuma yibyo, tuzafungura terefone kubibazo. Kimwe mubintu byaranze igihembwe cyacu cya kabiri cyari igiciro. Twabonye iterambere rikurikiranye muri Kumenyekanisha ibiciro mugihembwe mugihe amakipe yacu yakomeje gukora binyuze mubirarane byacu. Dutanze urwego rwifaranga dukomeje kwibonera, twishimiye kubona intambwe tumaze gutera mubikorwa byacu byashize kandi dukomeza gushishikarizwa nikipe yacu kandi kwemerwa ku isoko.
Twongeye gufata ingamba zo kugena ibicuruzwa byinshi mubyuma byacu mugihembwe kugirango dufashe gukemura ibibazo by’ifaranga ridahungabana n’isoko ry’ibicuruzwa.Nkuko byavuzwe haruguru, igihembwe cya kabiri cyo guhindura amafaranga cyari munsi y’uko byari byitezwe. Twahuye n’ibibazo bitandukanye by’ibikorwa mu gihembwe kuva igitutu cy’ifaranga, ihungabana ry’ibicuruzwa n’imikorere idahwitse y’inganda ku ruganda rwacu.Ingaruka zitaziguye z’Uburusiya bwateye Ukraine zikomeje kwiyongera binyuze mu ruhererekane rw’ibicuruzwa ku isi, hiyongeraho ibibazo bikomeje kugemurwa no kongera ibiciro by’ingufu, ibicuruzwa, ibikoresho fatizo n’ibicuruzwa biva mu mahanga.
Mu gihembwe, twabonye ubwiyongere bukurikirana ibiciro byibikoresho fatizo, cyane cyane kubisigazwa.Turateganya ko ibiciro byibyuma bishaje, ibikoresho bikozwe mu muringa nibindi bikoresho bizakomeza kwiyongera umwaka wose. Usibye ibiciro biri hejuru yibikoresho, dukomeje guhura nibibazo muri kuboneka kubintu.Nkuko itsinda ryacu rikomeje kwibanda kubyo umukiriya akeneye no gukora cyane kugirango igihe cyumushinga kigerweho, twishyuye amafaranga menshi kugirango tubone ibikoresho bisabwa. Guhagarika amasoko nabyo byagize ingaruka ku bicuruzwa byacu.
Muri rusange, ibidukikije bikomeje kutamenyekana cyane.Nyamara, turizera ko bimwe muribi biciro bitazarenga 2022.Ibikorwa byacu byo gukora uruganda ntago byari byiza mugihembwe kubera amafaranga menshi yumurimo ningufu ndetse nibikoresho byongerewe igihe. Kongera imikoreshereze yimishinga yacu byavuyemo mu gutsindwa kw'ibikoresho bidateganijwe. Amakipe yacu arwanira inyuma kandi yatangije gahunda y'ibikorwa bijyanye no kongera amasaha, kunoza ibikoresho byo gutanga no kongera imikorere.
Mu gihe gito, turateganya ko tuzakomeza kubona amafaranga menshi yo kubungabunga no kongera amafaranga yohereza hanze mu gihe gisigaye cyumwaka.Twibanze ku kongera urwego rw’umusaruro mu gice cya kabiri mugihe dukemura ibibazo bisigaye kandi bikenewe cyane.Bose muri byose, nishimiye umwete hamwe nibitekerezo byikipe yacu mugihe bakomeje kubona ibikoresho byumusaruro, gucunga ibirarane byacu no guhaza abakiriya muri ibi bikorwa bigoye.
Turateganya ko ibiciro biri hejuru byagezweho binyuze mubikorwa byacu byibiciro bizafasha kugabanya ibicuruzwa biva mu nganda no kuzamura iterambere mu buryo bukurikiranye mu gice cya kabiri.Tuzakomeza gukurikiranira hafi ibidukikije by’ifaranga no gushyira mu bikorwa izamuka ry’ibiciro bikenewe kugira ngo duhoshe ibibazo by’ibiciro.Nkwibutsa , mugihe cyose cyizamuka ryifaranga, intego yacu nukugumya ibiciro hejuru yikoreshwa ryifaranga no gukomeza inyungu.None ubu nzasubiramo muri make amasoko yacu yanyuma hamwe nuburyo duheruka kubona muri 2022.
Twongeye kubona ibikorwa byubuzima bwiza mugihembwe cya kabiri nibirangira ibikorwa byamasoko byakomeje gukomera.Isoko ryo gusana no gusimbuza amakomine rikomeje kungukirwa ningengo yimari nzima, cyane cyane mumijyi minini.Nkwibutsa, ntabwo twashyizemo inyungu nimwe za umushinga wibikorwa remezo mubitekerezo byacu kubuyobozi bwa 2022. Isoko ryamazu mashya ritangira gukomeza umuvuduko mugihembwe cya kabiri, bigaragarira mubwiyongere bwa 10% mumiturire mishya itangiye.
Icyo dutegereje kubaka amazu mashya ni uko ibikorwa bizasubira mu rwego rusanzwe mu gice cya kabiri cy’umwaka, ahanini bitewe n’izamuka ry’inyungu.Twishimiye kongera kuzamura ubuyobozi buri mwaka bwo kuzamura ibicuruzwa biva mu mahanga muri uyu mwaka. .Guha iterambere ryigihembwe cya kabiri gikomeye hamwe nibiteganijwe kugezwaho kumasoko yanyuma, ubu turateganya ko kugurisha ibicuruzwa byiyongereye byiyongera 10% kugeza kuri 12% .Ibiteganijwe ko ishyirwa mubikorwa ryibicuruzwa byadindije inyuma no kuzamuka kwibiciro biduha icyizere mubicuruzwa byacu byigice cya kabiri iteganyagihe.
Turateganya ko impinduka zizahinduka mugice cya kabiri, biganisha ku kuzamuka kwa EBITDA muri uyu mwaka. Ubu turateganya ko EBITDA yahinduwe iziyongera 7% kugeza 10% guhera mu mwaka ubanza. , igitutu cy’ifaranga n’imikorere idahwitse yo gukora bikomeje mu gihe gisigaye cyumwaka.Mu gusoza, nkomeje gushimishwa nubwitange no kwihangana kwabagize itsinda ryacu mubikorwa bitigeze bibaho.
Mugihe bakomeje gushyira imbere gukorera abakiriya bacu, bakomeza kandi kwibanda mugushyira mubikorwa gahunda yacu yo guteza imbere no kuzamura ubucuruzi bwacu.Nkuko duhinduka ibisubizo byikoranabuhanga bitanga serivisi zamazi, turashiraho urufatiro rukomeye rwo kuzamuka kwizaza kandi dufite ingamba nziza. mu rwego rwo kwagura ibikorwa byacu ku isoko. Turakomeza guhanga udushya kugira ngo tuzibe icyuho kiri hagati y’ibikorwa remezo n’ikoranabuhanga, dushyireho imbaraga n’inshingano ku isonga mu bikorwa by’ubuhanga, ibishushanyo mbonera n’inganda.
Intego zacu za ESG zahujwe n’ingamba zacu z'ubucuruzi kandi nizera ko twese hamwe tuzagira uruhare mu kubungabunga ibidukikije kugira ngo ejo hazaza harambye. Twatanze ibicuruzwa biva mu mahanga kandi duhindura iterambere rya EBITDA mu mezi 12 akurikira, harimo kimwe cya kane gikurikiranye cy'imibare ibiri. Ubwiyongere bw'igurisha ryiza.Ibicuruzwa byacu birahagaze neza kugirango bikomeze kwiyongera, urebye ingaruka zihuse z’ibikorwa remezo bishaje, gushishikarira guverinoma byibanze ku gusana imiyoboro y’amazi no kunoza imikorere, harimo n’inyungu ziva mu ishoramari ryacu.
Dufite impapuro zikomeye, imikoreshereze n’amafaranga ashyigikira ingamba zacu. Turakomeza gufata ingamba zuzuye kandi zifite gahunda yo kugabana amafaranga, twibanda ku kongera gushora imari mu bucuruzi bwacu, kwihutisha iterambere binyuze mu kugura ibintu, no gusubiza amafaranga ku banyamigabane binyuze muri twe buri gihembwe inyungu hamwe no kugura imigabane.Twizera ko ingamba zacu zo gukura, ishoramari shoramari na gahunda y'ibikorwa bizadufasha kugera ku kugurisha no guhindura iterambere rya EBITDA. Hamwe nibyo, ukora, nyamuneka fungura iyi terefone kugirango ubaze ibibazo.
[inaudible] Noneho kugirango tuganire, [AMABWIRIZA YA OPERATOR] .Ikibazo cya mbere kumurongo ni icya Jake Jernigan na Baird, umurongo wawe urafunguye.
Muraho mwese, mwaramutse, uyu ni Terry Mike Halloran. Ikibazo rero cya mbere, gusa bimwe mubyiciro bikurikirana byongeweho byerekanwe hano, bisa nkaho ahanini biterwa nigiciro cyibiciro, gusa bikomeje kuba ibisanzwe no gutangira guhinduka neza.Kuki ibi ari ukuri , kandi icya kabiri, hano hari itandukaniro rinini hano mubijyanye no gutera imbere bikurikiranye kubice?
Ntabwo abantu ni mugihe imashini iboneka, ibintu nkibyo. .Twerekanye ko tuzakomeza gutera imbere, tunonosora imikorere yigihembwe cya kabiri, kandi ndatekereza ko nkuko nabivuze mumagambo yanjye yateguye, gato ntengushye gato impinduka zo guhinduka, nko kugira imikorere myiza yinganda. Birumvikana ko tuzi ko hazabaho ube ingorane zimwe, ariko ikiguzi cyerekanwe nigiciro, nkuko wabivuze, ariko kandi ni bimwe mubikorwa byakozwe mugice cya kabiri cyumwaka.
Kubona.Murakoze.Kandi hanyuma mubijyanye no gutembera kwubusa hano, capex yo hasi - cyangwa ndashaka kuvuga, capex iteganijwe kuba hejuru muri uyumwaka.turabizi. Noneho, biragaragara ko ibarura hano ryahindutse umutwe.Ni ukureba gusa icyerekezo umwaka utaha, hamwe na capex yo hepfo yibarurishamibare igomba gukora muburyo bwawe.Ni ibiteganijwe ubu ko ugomba gusubira murwego rusanzwe rwo guhinduka, cyangwa hari amahirwe yuko dushobora kubona ibintu byiza cyane ugereranije namateka?
Hanyuma igice cya kabiri cyikibazo cyaba igihe gito muri ibyo bikoresho nibindi bintu kandi wenda ukongeraho kugaragara kubandi mahirwe yo kuvugurura umaze guteganya.Nuko rero, ibara iryo ariryo ryose ryaba ryiza.
OKWell, iyo tuvuze ibijyanye no gutembera kw'amafaranga, nzareka Martie abikemure, ariko gusa nongeye kubisubiramo ibyo navuze kubyerekeye ibikoresho byo hasi yigihe hamwe nibibazo bimwe na bimwe bikora. Ndatekereza ko niba utekereza kuri OEE nimpamvu yabyo, ni imashini ikora cyangwa byacitse? Ibiciro byo gufata neza, nibindi nibindi, haribikenewe cyangwa kubura abakozi? Ibi byose byari byiza mugihembwe cya kabiri kuruta icya mbere. Birababaje, igihe cyo kumanuka cyari kibi kuruta igihembwe cya kabiri, ariko ngira ngo urwego rwabakozi rufite yakuwe mubyo navuze kera.
Ubu rero mubyukuri, impungenge zacu nuko, dufite ibikoresho byo gutunganya? Dufite ibibazo byo gutanga ibikoresho byo gutanga ibikoresho kuko dufite ibikoresho kumaboko? Dufite ibikoresho bifite gahunda yo kubungabunga ibidukikije kuburyo bizagenda mugihe tubyiteze? I tekereza ko izo ari zo mbogamizi ebyiri nini, kandi nkuko nabivuze mu kibazo cya mbere, hari iterambere ryeruye ku buyobozi bwacu mu gice cya kabiri.Nk'uko amafaranga yinjira ku buntu, Martie.
yego. Rero, urebye amafaranga yacu yubusa, iyo urebye amezi atandatu yambere yumwaka, twabaye hafi miliyoni 57 ugereranije numwaka ushize.Nkuko nabivuze, ahanini biterwa nurwego rwo hejuru rwibarura dufite na bimwe muribi ubwishyu dukora.Nkuko tureba imbere yumwaka wose, turateganya ko amafaranga yubusa azagenda neza. Turizera ko amafaranga ava mubikorwa byo gukora azaba meza mugice cya kabiri.Ariko iyo turebye amafaranga yubusa byuzuye mwaka wa 2022 (bitandukanye na 2021), twibwira ko tuzaba munsi yurwego rwa 2021, kandi bimwe muribyo biterwa na bimwe, nkuko twabiganiriyeho, ko tugura Ishoramari mubice no hafi yacyo nibindi hamwe nifaranga. Na none, iyo turebye ibyateganijwe muri 2022 capex, ibyo bitezeho birenze ibyo dutegereje muri 2021.
Mwaramutse mwese kandi mwaramutse.Murakoze kubibazo byanyu.Ndashobora kuba narabuze ibyo, ariko wavuze igiciro mubyukuri mubona mugihembwe? Hanyuma kubikorwa byibiciro bikomeza, ushobora gusobanura neza igihe nubunini? Hanyuma, niba ubona ikintu icyo ari cyo cyose gikenewe gikurura mbere yibikorwa byibiciro kandi niba aribyo bigira ingaruka mugihembwe cya kabiri.
Ibi nibutsa.Ntabwo dutangaza izamuka ryibiciro byateganijwe tutabanje kubimenyeshwa nabakiriya.Ariko ndashobora kwibuka ko mugihembwe cya kabiri, twafashe ingamba zo kugena ibiciro. Umwe yari afitanye isano numuringa, hanyuma ibikorwa bibiri bitandukanye mubyukuri byari bifitanye isano nicyuma , nk'ingaruka zo kubura ibyuma by'ingurube byatumye ibiciro ku masoko asakara nk'Uburusiya, Ukraine - ariko nta na kimwe muri ibyo bikorwa by'ibiciro cyagaragaye mu gihembwe kirangiye. Ibirarane byacu byatinze kuva ku mezi atatu kugeza kuri ane.
Ariko ndatekereza ko kumenyekanisha ibiciro byazamutse bikurikiranye bitewe nigikorwa cyibiciro byatangajwe mu gihembwe gishize.Ndibwira ko ibyagezweho byagabanutse mu mibare myinshi kandi bingana na kimwe cya kabiri cy’izamuka ry’ibicuruzwa biva mu mahanga mu gihembwe cya kabiri. Twakomeje kugira gahunda kuzamuka, kwatumye habaho indi nyandiko isubira inyuma mu mpera zigihembwe cya kabiri, haba mbere na nyuma y’izamuka ry’ibiciro, nkeka ko bitera inkunga.Ndatekereza ko tuzagira ibidukikije byuzura mu gihe twohereza ibicuruzwa byacu inyuma. by'ibicuruzwa bishaje kandi dusiba bimwe bishaje, bityo kuzuza ibiciro bizakomeza gutera imbere umwaka wose.
Ndibwira ko itsinda rishinzwe ibirarane ryateye imbere cyane mubice bimwe na bimwe kandi sibyinshi mubindi. Ariko biragaragara ko tuzakomeza gukurikiranira hafi ibidukikije by’ifaranga kandi niba dukeneye gufata izamuka ry’ibiciro, tuzafasha guhagarika ibiciro byigiciro.Ndakeka ko nshaka kwibutsa abantu bose mugihe cyizamuka ryifaranga ko intego yacu ari ugukomeza ibiciro hejuru yifaranga no gukomeza inyungu, bityo rero nta ngaruka mbi yo guhindagurika.None rero turi muri iri soko ryikirere, turi mu gihirahiro , ariko ndizera ko tunyuze mubibazo byinshi, niyo mpamvu dukomeje gutotezwa mugice cya kabiri.
OKIbi birafasha cyane.Kandi noneho burigihe, igice cya kabiri, niba gusa - na Scott, reba ubuyobozi bwawe. Mwebwe basore muri rusange mukura mugice cyambere cyumwaka, umwaka-mwaka winjiza uri muri hagati yingimbi, kandi bitagaragara mubuyobozi bwawe mugihe gisigaye cya FY22, ugiye gukura igice, igice cya kabiri ugereranije nigice cya kabiri cyumwaka ushize. 7%, 8.% igice cya kabiri hamwe nibyo wabonye mugice cya mbere Ugereranije nikihe igiciro kikiri inyuma yawe, birasa.
Ndibwira ko ibi ari indorerezi nziza. Ndatekereza ko dutegereje ko ibidukikije bikora bikomeza kuba ingorabahizi mu gihe gisigaye cy'umwaka kandi tuzagira kimwe mu gihembwe cya gatatu gikomeye twagize.Mvugishije ukuri, iyo utekereje ku cya gatatu cyacu gihembwe umwaka ushize, ndatekereza ko igice cya kabiri cyibyoherejwe biteganijwe ko kizagira ibibazo byigihe cyigihe kandi ibyo bibazo bigoye murwego rwo gutanga amasoko.Ibicuruzwa nyabyo mugice cya kabiri byagabanutseho gato ugereranije n’umwaka ushize byagurishijwe kubera kugurisha gukomeye mu cya kabiri kimwe cya kabiri cyumwaka ushize nibibazo bikomeje gukorwa.
Ndatekereza rero ko 2021 cyangwa igihembwe cya gatatu nimwe mumezi yacu meza kuko tuzi neza imitwe ikora.Uzibuka ko mubyukuri dufite ibice byinshi kurugero.Noneho rero uramutse uhinduye ibarura-rihindura ibarura kubyo kwiyongera, wowe menya ko rwose twagurishije ibirenze ibyo twatanze mugice cya kabiri cyumwaka ushize kubera ubwiyongere bwibicuruzwa byarangiye nkuko twinjiye.Noneho mugihe tugiye kugira igihembwe cya kane kitoroshye muri 2021, ngira ngo gutanga ibikoresho ni ikibazo gikomeye kuri twe uyumwaka kuruta uko umwaka ushize.
Muri rusange rero, nkuko wabivuze neza, igice kinini cyigice cya kabiri cyari gifitanye isano nigiciro.Ubuyobozi bwacu bivuze ko tuzakomeza guhura nibibazo bimwe na bimwe byo gutanga no kubungabunga, ibyo tuzabikurikirana bikurikiranye. Ntabwo bivuze ko ikipe yatsinze ' t gutera imbere, ni uko igice kitazakomera nkuko byari bimeze umwaka ushize.
OKfair bihagije.Ibi birafasha cyane. Noneho birashoboka ko byanyuma gusa. Ukurikije ibihe, wavuze ko iterambere ryikurikiranya riva kuri Q2 kugeza Q3, uzabibona, ariko niba dukwiye gutegereza ibihe bisanzwe byoroheje muri Q4 kuruta Q3 , cyangwa bitewe niterambere ryakurikiranye mugihe cyo hejuru kandi uri iki, ibihe bidasanzwe dushobora kubona mubyukuri Q4 iruta Q3? Murakoze.
Nibyiza, burigihe byabaye igihembwe cya kane, ntabwo ari ibihe gusa, abantu bangahe bashobora guhura nibihari dufite.Twahagaritse icyi kandi twari dushyushye cyane kumupaka wacu.Twarebye kudahari kandi hariho impamvu nyinshi zimbere. Ariko ndatekereza ko intego nyamukuru yibibazo byawe ari uko ibirarane ari binini cyane, kandi mubyukuri bijyanye nibyo dushobora gutanga nibyo dukeneye kugurisha mbere kugirango umushinga urangire mugihe cyo kubaka impinga.Ndizera rero ko uzabona intege nke zigihe muri igice cya kabiri cyumwaka, ariko ndatekereza ko igihembwe cya kane, nkuko bisanzwe, igihembwe cyarangiye ku ya 30 Nzeri, guhera kumunsi w’umusaruro, igihe kinini cyibiruhuko nibindi bizaba muri kiriya gihe ugereranije n’ibicuruzwa byacu bizaba bike.
Igihe cyo kohereza: Gicurasi-18-2022
