Tinokugamuchirai uye tinokutendai nerutsigiro rwenyu.Panguva ino, vatori vechikamu vose vari mukuteerera-chete.[Mirairo yeOperator].Nhano yanhasi iri kurekodhwa, kana paine chaunoramba, unokwanisa kudzimbura panguva ino.Ndinoda kubaya kudanwa kuna Mr. Whit Kincaid.
Mangwanani mese.Maita basa nekujoinha runhare rweMueller Water Products' Q2 2022. Nezuro masikati, takaburitsa pepanhau pamusoro pezvatinoshandisa pakota yakapera Kurume 31, 2022. Ikopi yenhaurwa yenhau iripo pawebhusaiti yedu muellerwaterproducts. .com.Mutungamiriri wedu uye CEO Scott Hall uye Chief Financial Officer Martie Zakas vachakurukura zvatakawana mukota yechipiri uye maonero edu azvino e2022.Kufona kwemangwanani ano kwakarekodhwa uye webcast live paInternet.Takatumirawo masiraidhi pawebhusaiti yedu kuti aperekedze. nhaurirano yanhasi uye kero yekutarisira-mberi mune yedu isiri-GAAP yekuburitsa zvinodiwa.
Sechiyeuchidzo, takachinja maumbirwo edu emanejimendi uye kushuma kwechikamu kutanga Gumiguru 1, 2021. Takaisa 8-K muna Ndira tichipa mucherechedzo wenhoroondo yedu yekota mhedzisiro ya2020 na 2021. Uyu ndiwo mushumo wechipiri wechikamu chedu chitsva. , Water Flow Solutions uye Water Management Solutions.Parizvino, ona slide 2.Iri siraidhi rinoratidza matanho emari asiri eGAAP anotaridzwa mukuburitswa kwenhau, masiraidhi uye kufona kwemusangano uyu.Inoburitsa pachena kuti nei tichitenda kuti matanho aya anobatsira kune vanoisa mari.
Kuyanana pakati peasiri eGAAP neGAAP matanho emari anosanganisirwa mukuburitswa kwenhau uye ruzivo rwekuwedzera pawebhusaiti yedu.Slide 3 inechekuita nekutaura kuri mberi kwakaitwa pakufona kwemusangano uyu.Siraidhi iyi ine yambiro inozivisa zvinhu zvakakosha zvinogona kukonzera mhedzisiro chaiyo. siyana zvakanyanya nezviri muzvirevo zvinotarisisa zviri mberi. Ndokumbira utarise masiraidhi 2 na3 zvizere. Munguva iyi yekufona, kunze kwekunge zvataurwa neimwe nzira, zvese zvinongedzo zvegore kana kota zvinorevera kune yedu gore rezvemari rakapera Gunyana 30. Kudzokororwa kwemangwanani ano kufona kunowanikwa kwemazuva makumi matatu pa1-800-8195739.Mawebhusaiti akachengetwa uye masiraidhi anowirirana achavepo pane chikamu chehukama hwema investor pawebhusaiti yedu kwemazuva angangoita 90. Ini zvino ndichaendesa kufona kuna Scott.
Ndatenda, Whit.Ndinokutendai nekujoinha runhare rwemusangano wedu nhasi.Ndinovimba kuti munhu wese akachengeteka uye ane hutano.Ndisati ndatanga, ndinoda kutaura pamusoro pedambudziko rinotyisa revanhu muUkraine, iro rakava nemigumisiro yakawanda yakananga uye isina kunanga pasi rose. Kunyange zvazvo tisiri kutengesa kuRussia kana kuUkraine, tiri kuona kukanganisa kwekutengesa kwepasi rose.Chinonyanya kukosha, pfungwa dzedu neminamato yedu kune avo vanobatwa nekurwisana.Nekudaro, ndichaongorora muchidimbu chikamu chedu chechipiri.
Isu takawana rekodhi yekutengesa mambure muchikamu chechipiri uye takawana kaviri-madhijiti mambure ekukura kwechikamu chechina chakateedzana kuona kwakapfuura inflation kwekutanga kweanopfuura gore.Takaona kukura kwakasimba muchikamu chekota, nebasa rekupedzisira remusika mukugadziriswa kwemanisiparati uye kutsiva uye kuvaka imba nyowani yakaramba yakasimba.
Nechimwe chikamu chekukura kwakasimba kwekutengesa kwemambure, rekodhi yekota-yekupedzisira kumashure, uye zvinotarisirwa zvekuwedzera kwemutengo, takasimudzazve tarisiro yedu yegore negore yekukura kwekutengesa net.Zvose, ndinofara nekushingaira uye kutarisa kwechikwata chedu sezvavanoenderera mberi. zvinhu zvekugadzira zvakachengeteka, chengetedza rekodhi yedu kumashure uye unosangana nezvinodiwa nevatengi munzvimbo ino yakaoma yekushanda.Yedu yechipiri kota yekushandura margin yaive yakaderera pane yaitarisirwa, zvakanyanya nekuda kwezvinetso zvekushanda zvandichagadzirisa gare gare pakufona.
Nekudaro, isu tinotarisira kutendeuka miganho kuti ivandudze muhafu yechipiri, zvichiita kuti kugadziriswe EBITDA kukura gore rino.Kunyangwe isu tichitenda kuti matambudziko ekushanda achaenderera mberi mu2022, isu tinotenda kuti timu yedu inogona kuita zvirongwa zvekubatsira kugadzirisa matambudziko aya uye kuwedzera purofiti yegore uye mhiri.Ndichaisa runhare kuna Martie kuti tikurukure mhedzisiro yedu yekota yechipiri tisati tapa rumwe ruzivo uye nhungamiro yakagadziridzwa pakota yedu yechipiri.
Ndatenda, Scott, uye mangwanani mese. Ndichatanga neyakabatanidza GAAP uye isiri-GAAP mibairo yemari yekota yechipiri ya2022. Mushure meizvozvo, ini ndichaongorora mashandiro echikamu chedu uye kukurukura mafambiro edu emari uye liquidity. Muchikamu chechipiri. yegore rino, kutengesa kwedu kwakabatanidzwa kwaiva $ 310.5 mamiriyoni, kuwedzera kwe $ 43 mamiriyoni kana 16.1% zvichienzaniswa nekota yechipiri yegore rapera. yakawedzera mavhoriyamu pamitsetse yakawanda yezvigadzirwa zvedu.
Sechiyeuchidzo, kutengesa mambure kwakawedzera nemadhora 6 miriyoni mukota yekupedzisira nekuda kwekubviswa kweKrausz yemwedzi mumwechete yekushuma lag. Gross purofiti yekota yakawedzera nemadhora 4.4 miriyoni kana 5% gore negore kusvika kumadhora 92.8 miriyoni, inomiririra gross margin of . , kuwedzera kwe $ 3.8 mamiriyoni kana 7% panguva imwe chete gore rapera.
Kuwedzera uku kwakakonzerwa nekukwira kwemitengo, T&E yakakwira uye chiitiko chekutengeserana, kudyara, uye kuwedzera kwei2O.SG&A's percentage yekutengesa mambure yakavandudzwa kusvika 18.7% mukota kubva pa20.3% pagore rapfuura, nekuda kwekukanganisa kwekutengesa kwepamusoro. Mari yekushanda kwekota yaive $34.2 miriyoni, kuwedzera kwe $800,000 kana 2.4% kubva pamadhora 33.4 miriyoni pagore rapfuura.Mari yekushanda yaisanganisira kugadziridzwa kwehunyanzvi uye dzimwe mhosva dze $600,000 kwekota, zvakanyanya zvine chekuita nekuvharwa kwechirimwa kwakamboziviswa.
Tichitendeukira kumhedzisiro yedu yakabatanidzwa isiri yeGAAP. Yakagadziridzwa mari yekushandisa yaive madhora 34.8 miriyoni, ichidzika $0.4 miriyoni kana 1.1% kubva pamadhora 35.2 miriyoni mugore rapfuura.Mitengo yepamusoro uye mavhoriyamu akawedzera zvakadzikiswa nemitengo yakakwira ine chekuita nekukwira kwemitengo, kugadzirwa kusingafadzi uye kukwira kwepamusoro. SG&A cost.Adjusted EBITDA was $50.6 million, especially flat-over-year.Yedu yakagadziridzwa EBITDA margin yaive 16.3%, 310 basis points yakaderera pane gore rapfuura.Yakagadziridzwa EBITDA pamwedzi gumi nemiviri yaitevera yaive $206.3 miriyoni, kana 17.4% yemambure. sales.
Mari yemubereko yekota yakaderera kusvika kumadhora 4.5 miriyoni, zvichienzaniswa nemadhora 6.1 miriyoni panguva imwe cheteyo gore rapfuura. Takagadziridza mambure akagadziridzwa pachikamu chechikamu chakadirwa ne7.1% kusvika pamadhora 0.15 kubva pamadhora 0.14 gore rapfuura. Iye zvino tava kutendeukira kumabasa akapatsanurwa, kutanga neMvura Inoyerera Solutions, iyo ine yedu Iron Gate Mavhavha, Specialty Mavharuvhu uye Service Brass zvigadzirwa.
Mambure ekutengesa aive $183.9 miriyoni, kuwedzera kwemadhora 36.8 miriyoni kana 25% kubva mugore rapfuura, zvichifambiswa nepamusoro mavhoriyamu nemitengo yakakwira mhiri kwakawanda kwechikamu chechigadzirwa mitsara.Gedhi redu uye mavharuvhu akasarudzika akawana kaviri-madhijitari ekutengesa mambure kukura zvichienzaniswa negore rapfuura. .Zvisinei, kutumirwa kwezvigadzirwa zvebasa rendarira zvakakanganiswa nekusashanda zvakanaka kwekugadzira kunokonzerwa nekuwedzera kuderera kwemidziyo uye kuenderera mberi kwekuvhiringidza kwekutengesa.Kugadziriswa kwemari yekushandisa yemadhora 35.4 miriyoni yakawedzera $3.3 miriyoni kana 10.3% semitengo yepamusoro uye mavhoriyamu akawedzera zvakaderedzwa zvishoma nemitengo yakakwira ine chekuita. kukwira kwemitengo, kuita kusingafadzi kwekugadzira uye kukwira kweSG&A mari.
Yakagadziridzwa EBITDA yaive $42.9 miriyoni, kuwedzera kwemadhora 3.3 miriyoni kana 8.3%, uye yakagadziriswa EBITDA margin yaive 23.3% zvichienzaniswa ne26.9% gore rapfuura.Kunyangwe matambudziko ekushanda akakanganisa mutengo wedu wekugadzira, chikamu chekushandura margin kwekota yaive 9%. kukurukura mhinduro dzekutonga kwemvura, dzinosanganisira ma hydrants, kugadzirisa uye kuisirwa, gasi rechisikigo, metering, kuona kuvuza, kudzvanywa kwekudzora uye zvigadzirwa zvesoftware. Kutengeswa kweNet kwaive $126.6 miriyoni, kukwira madhora 6.2 miriyoni kana 5.1% gore pagore, zvakanyanya nekuda kwemitengo yepamusoro uye mavhoriyamu kumativi mazhinji echikamu chechigadzirwa mitsara uye kuwedzera kweI2O.
Kusingabatanidzi kuwana imwe-nguva kubva mugore rapfuura nekuda kwekureba kwemwedzi mumwe chete, kutengesa mambure kwakakwira 10.7% muchikamu chechipiri che2022. .Kuwedzera, kutengesa kwezviridzwa uye kudzora zvigadzirwa zvevhavha zvinoramba zvichidziviswa nekuenderera mberi kwekukanganisa kwekutengesa uye kusakwana kwekugadzira.
Yakagadziridzwa mari yekushandisa yemadhora 11.8 miriyoni yakadzikira nemadhora 4.4 miriyoni mukota sezvo mitengo yakakwira uye mavhoriyamu akawedzera akagadziriswa nemhedzisiro yekugadzira isina kunaka, mitengo yakakwira ine chekuita nekukwira kwemitengo, uye kubhadharisa kwakakwira kweSG&A. offset.Adjusted EBITDA yekota yakaderera ne $ 4.3 mamiriyoni kusvika ku $ 19.1 mamiriyoni, neiyo yakagadziriswa EBITDA margin ye 15.1% kana ichienzaniswa ne20.5% gore rapera.Ramba uchifambisa mari.
Mari yese yakapihwa nemabasa ekushanda kwemwedzi mitanhatu yaive $800,000, zvichienzaniswa nemadhora 63.2 miriyoni mugore rapfuura. chikamu chekutengesa kwemambure, kuverengwa uchishandisa nzira ye-5-point, yakagadziridzwa kusvika ku25.8% kubva ku28.6% muchikamu chechipiri chegore rapera.Mukati memwedzi mitanhatu, takashandisa madhora emamiriyoni e26 mumashandisirwo emari, zvichienzaniswa ne31.1 mamiriyoni emadhora. gore rakapfuura.
Mari yemahara yemwedzi mitanhatu yaive yakaipa $25.2 miriyoni zvichienzaniswa nemadhora 32.1 miriyoni panguva imwecheteyo gore rapfuura, zvakanyanya nekuda kwemari inoshandiswa mumabasa ekushanda muchikamu chechipiri.Kwegore rakazara, tinotarisira kubuda kwemari kwemahara kuve kwakanaka. uye mari kubva kumabasa ekushanda ichave yakanaka muhafu yechipiri yegore.Zvisinei, isu tinotarisira kuti ichange yakaderera pane 2021, kunyanya nekuda kwekuwedzera kwezvinyorwa nekuda kwekudyara uye inflation.Kusvika waKurume 31, 2022, takanga tiine zvatakawana. chikwereti che $447.1 miriyoni uye mari yakazara yemadhora 164.1 miriyoni.
Pakupera kwechikamu chechipiri, chiyero chedu chekugadzirisa mambure chaiva 1.4 nguva.Pakupera kwekota, hatina kukwereta pasi pechibvumirano chedu cheABL, uye hatina kukwereta chero mari pasi peABL yedu munguva yekota.Sechiyeuchidzo, isu parizvino hatina chikwereti kusvika Chikumi 2029. Manotsi edu epamusoro ane 4% haana chibvumirano chekugadzirisa mari uye chibvumirano chedu cheABL hachisi pasi pechibvumirano chekugadzirisa mari kunze kwekunge tapfuura chidimbu chekuwanikwa.Kusvika Kurume 31, 2022, takanga tine madhora zana nemakumi matanhatu neshanu. miriyoni iri kuwanikwa zvakanyanyisa pasi pechirongwa cheABL, izvo zvinoita kuti mari yedu yese isvike kumadhora 324.2 miriyoni. Tinoramba tichichengetedza pepa rakasimba, rinochinjika uye rine mari yakakwana uye kukwanisa kutsigira zvatinokoshesa pakugovera mari.Scott, kudzokera kwamuri.
Ndatenda, Mattie.Ndichataura pamusoro pezvatichawana mukota yechipiri uye maonero edu akagadziridzwa egore ra2022.Mushure mezvo, tichavhura nhare kuti tibvunze mibvunzo.Chimwe chezvakanakisa mukota yedu yechipiri yaive mitengo. Kuzivikanwa kwemitengo mukati mechikamu chekota sezvo zvikwata zvedu zvakaramba zvichishanda kuburikidza nebacklog yedu.Nekuda kwehuwandu hwekukwira kwemitengo yatinoramba tichiona, tinofara kuona kufambira mberi kwatakaita muzviito zvedu zvemitengo zvekare uye tichiramba tichikurudzirwa nekuuraya kwechikwata chedu uye. kugamuchirwa kwemusika.
Isu takatora zvakare matanho emitengo pazvizhinji zvezvigadzirwa zvedu zvesimbi munguva yekota kuti tibatsire kugadzirisa kuenderera mberi kwekukwira kwemitengo uye kutenderera kwemhepo.Sezvakataurwa kare, chikamu chedu chechipiri chekushandura chikamu chakanga chakaderera pane chaitarisirwa.Takatarisana nematambudziko akasiyana-siyana ekushanda mukati mekota kubva inflationary pressures, supply chain disruptions uye kusingafadzi kugadzirwa kwekuita at our foundries.Indirect effects of the Russia's in invasion of Ukraine inoenderera mberi ripple through global supply chain, compating kuramba kuenderera matambudziko ekupa zvinhu uye kuwedzera mutengo simba, kutakura zvinhu, raw materials uye sourcing parts.
Mukati mekota, takaona kuwedzera kunotevedzana kwemitengo yezvinhu zvakasvibirira, kunyanya yezvakarashwa.Tinotarisira kuti mitengo yezvirasha zvesimbi, ingots dzendarira nezvimwe zvinhu zvicharamba zvichikwira gore rose.Kuwedzera kumitengo yepamusoro yezvinhu, tinoramba tichisangana nematambudziko kuwanikwa kwezvinhu. Sezvo boka redu richiramba rakatarisa kuzadzisa zvinodiwa nemutengi uye kushanda nesimba kuti rizadzise nguva yechirongwa, takabhadhara mari yakawanda kuti tiwane zvinhu zvinodiwa.
Pakazara, zvakatipoteredza zvinoramba zvisina chokwadi zvakanyanya.Zvisinei, isu tinotarisira kuti mamwe emitengo iyi haazopfuure 2022.Yedu yekugadzira dhizaini yekugadzira yakanga isina kunaka mukati mekota nekuda kwemitengo yakakwira yebasa uye simba uye kuwedzera kwemidziyo nguva.Kuwedzera kwekushandiswa kweiyo foundry yedu kwakaguma. mune zvisina kurongwa midziyo kukundikana.Zvikwata zvedu zviri kurwisa uye zvakatanga zvirongwa zvekuita zvine chekuita nekuwedzera nguva, kuvandudza kugovera cheni zvinhu uye kuwedzera kushanda zvakanaka.
Munguva pfupi, tinotarisira kuti ticharamba tichiwana mari yepamusoro yekugadzirisa uye kuwedzera mari yekubhadhara kunze kwegore rose.Tiri kutarisa kuwedzera mazinga ekugadzira muhafu yechipiri sezvatinotarisira kusara uye mazinga akasimba ekudiwa.Zvose. mune zvese, ndiri kufadzwa nekushingaira uye kutarisa kwechikwata chedu sezvavanoenderera mberi nekuchengetedza zvigadzirwa zvekugadzira, kutonga kumashure kwedu uye kusangana nezvinodiwa nevatengi munzvimbo ino yakaoma yekushanda.
Tinotarisira kuti mitengo yakakwirira inowanikwa kuburikidza nemaitiro edu emitengo ichabatsira kubvisa mari yepamusoro yekugadzira uye sequentially kuvandudza margins muhafu yechipiri.Ticharamba tichitarisa mamiriro ekukwira kwemitengo zvakanyanya uye kushandisa kuwedzera kwekuwedzera kwemitengo sezvinodiwa kuti tibatsire kubvisa kudzvinyirira kwemari.Sechiyeuchidzo. , panguva yese yekukwira kwemitengo, chinangwa chedu ndechekuita kuti mitengo irambe yakakwira kupfuura inflation yekushandisa uye kuchengetedza purofiti.Ini ndichaongorora muchidimbu misika yedu yekupedzisira uye maonero edu ekupedzisira e2022.
Takaona zvakare hutano hwehutano hwekuita muchikamu chechipiri uye kuguma kwemusika basa rakaramba rakasimba.Kugadziriswa kwemanisiparati uye misika yekutsiviwa inoramba ichibatsirwa nebhajeti ine utano, kunyanya mumaguta makuru.Sechiyeuchidzo, hatina kubatanidza chero zvikomborero zve bhiri rezvivakwa mumafungiro edu ekutungamira kwe 2022. Musika weimba itsva unotanga kuchengetedza kukurumidza mukota yechipiri, inoratidzwa mukuwedzera kwe10% muhuwandu hutsva hweimba inotanga.
Tarisiro yedu yekuvaka kwekugara kutsva ndeyekuti basa richadzokera kune yakajairika nhanho muhafu yechipiri yegore, zvakanyanya nekuda kwekukwira kwemitengo yemubereko.Tinofara kusimudza zvakare gwara redu regore rekubatanidza kukura kwekutengesa net kwegore razvino. .Tichifunga nezvekukura kwedu kwakasimba kwekota yechipiri uye tarisiro yemazuva ano yemisika yekupedzisira, isu zvino tinotarisira kushambadzira kwakabatanidzwa kuwedzera ne10% kusvika 12%.Kuzadzikiswa kunotarisirwa kwekurekodha kurongeka kwemashure uye kuwedzera kwemitengo kunotipa chivimbo mukutengesa kwedu kwehafu yechipiri. forecast.
Tinotarisira kutendeuka margins kuvandudza muhafu yechipiri, zvichiita kuti kugadziridzwa kweEBITDA kukura gore rino.Isu ikozvino tinotarisira Adjusted EBITDA kuwedzera ne7% kusvika 10% kubva kune gore rakapfuura. , kudzvinyirirwa kwekuwedzera kwemari uye kushanda kusina kunaka kwekugadzira kunoramba kuripo kwegore rose.Pakupedzisira, ndinoramba ndichifadzwa nekuzvipira uye kutsungirira kwenhengo dzeboka redu munzvimbo isina kumboitika yekushanda.
Nepo vachiramba vachikoshesa kushandira vatengi vedu, ivo vanoramba vakatarisa mukuita hurongwa hwedu hwekukura nekusimudzira bhizinesi redu. Sezvo isu tichiva mupi wezvigadziriso zvehunyanzvi zvekushandisa mvura, tiri kuisa hwaro hwakasimba hwekukura mune ramangwana uye tine zano rakakodzera. panzvimbo yekuwedzera kuvepo kwedu mumusika.Tinoramba tichigadzira kuti tivhare musiyano pakati pezvivakwa uye tekinoroji, tichiisa kusimba uye mutoro pamberi peinjiniya yedu, kugadzira uye kugadzira maitiro.
Zvinangwa zvedu zveESG zvinoenderana nehurongwa hwebhizinesi redu uye ndine chivimbo chekuti pamwe chete tichabatsira kune nzvimbo yakachengeteka yeramangwana rakagadzikana. Takaendesa mambure ekutengesa uye nekugadzirisa EBITDA kukura mukati memwedzi gumi nemiviri inotevera, kusanganisira zvikamu zvina zvakateerana zvemadhiji maviri. net sales growth.Chigadzirwa chedu chepotifolio chakanyatso kurongeka kuti chirambe chichikura, tichifunga nezvekukurumidzira kwezvivakwa zvekuchembera, kurudziro yehurumende yakanangana nekugadzirisa mambure emvura nekuvandudza mashandiro, kusanganisira kuwana kubva mukudyara kwedu kukuru.
Tine balance sheet yakasimba, liquidity uye kubuda kwemari kunotsigira zano redu. Tinoenderera mberi nekutora nzira dzakadzikama uye dzakadzikama kune yedu nzira yekugovera mari, tichitarisa kudzoreredza mubhizinesi redu, kukurumidza kukura kuburikidza nekutora, uye kudzosera mari kune vanogovana mari kuburikidza nehurongwa hwedu. zvikamu zvekota uye mugove wekutengazve.Tinotenda kuti nzira yedu yekukura, mari yekudyara uye zvirongwa zvekushanda zvichatigonesa kuwana imwezve kutengesa uye kugadzirisa EBITDA kukura.Nezvo, opareta, tapota vhura iyi foni kuti ubvunze mibvunzo.
[zvisinganzwiki] Izvozvi zvenhaurirano, [OPERATOR MIrairo].Mubvunzo wekutanga pamutsetse wakabva kuna Jake Jernigan naBaird, mutsara wako wavhurwa.
Nhai mose, mangwanani, uyu ndiTerry Mike Halloran. Saka mubvunzo wekutanga, imwe yekuvandudzwa kwemuganho urikutaurwa pano, zvinoita sekunge zvinokonzereswa nemutengo wemitengo, unoramba uripo uye kutanga kuita zvakanaka. Sei izvi zvakarurama. , uye chechipiri, pane here misiyano yakakosha pano maererano nekuvandudzwa kwesequential nechikamu?
Usadaro.Ini ndinofunga sezvandakataura mumashoko angu akagadzirira, isu tinofungidzira mafambiro atiri kutora kutenderera nguva, kutenderedza zvinhu zvekutengesa zvinhu, kuita shuwa kuti zvinhu zvacho hazvisi mumushini kana muchina uripo, kuita shuwa. vanhu varipo kana muchina uripo, rudzi irworwo rwechinhu. .Takaratidzira pakunatsiridza kwakatevedzana, kuvandudza kubva pakuita kwedu kwekota yechipiri, uye ndinofunga sezvandakataura mumashoko angu akagadzirira, kuodzwa mwoyo zvishoma nemuganhu wekushandura, kufanana nekuita zviri nani zvekugadzira.Zvechokwadi, tinoziva kuti pachava kuve mamwe matambudziko, asi mutengo wakarehwa ndiwo mutengo, sezvawataura, asi zvakare mamwe magadzirirwo akaitwa muhafu yechipiri yegore.
Ndazviwana. Ndatenda. Uye maererano nekuyerera kwemari mahara pano, yakaderera capex - kana ndinoreva, capex inotarisirwa kunge yakakwira gore rino. tinoziva. Zvino, zviri pachena, zvinhu pano zvave mhepo. gwara gore rinouya, uye yakaderera capex theoretical inventory inofanira kushanda zvakakunakira.Tarisiro iko zvino yekuti unofanira kudzokera kunhanho dzeshanduko dzenguva dzose, kana kuti pane mukana here wekuti tingaona zvakati kuti zvakanaka zvichienzaniswa nenhoroondo?
Uye ipapo chikamu chechipiri chemubvunzo chaizova imwe nguva yekuderera mune izvo zvishandiso uye izvo zverudzi rwechinhu uye pamwe nekuwedzera kuoneka kune imwe yemazuva ano mikana yawakaronga kare.Saka, chero ruvara pane izvi zviviri zvingave zvakanaka.
Zvakanaka, kana tichitaura nezvekuyerera kwemari, ndicharega Martie achibata, asi kungodzokorora zvandakataura pamusoro pekugadzirisa nguva yemidziyo uye mamwe matambudziko ekushanda. Ndinofunga kana iwe uchifunga nezveOEE uye chii chikonzero, iyo muchina unoshanda kana yatyoka here?Maintenance cost, zvichingodaro, pane zvinodiwa here kana kushomeka kwevashandi?Izvi zvese zvaive nani muchikamu chechipiri pane yekutanga.Ndine urombo, nguva yekudzikira yakaipisisa kupfuura yekota yechipiri, asi ndinofunga kuti huwandu hwevashandi hwave kubviswa pane zvandakambotaura kare.
Saka manje chokwadi, chatiri kunetsa ndechekuti, tine zvinhu zvatinoda kugadzirisa here?Tine nyaya dzesupply chain logistics nekuti tine zvinhu? funga kuti ndiwo matambudziko makuru maviri, uye sezvandakataura mumubvunzo wekutanga, pane zvimwe zvinonatsiridza kutungamira kwedu muhafu yechipiri.Nezvekubuda kwemari mahara, Martie.
hongu.Saka, tichitarisa kuyerera kwedu kwemahara kwemari, paunotarisa mwedzi mitanhatu yedu yekutanga yegore, takanga tave ne57 miriyoni pasi pegore rapfuura.Sezvandakataura, zvinonyanya kukonzerwa nemazinga epamusoro ezvinyorwa zvatinazvo uye zvimwe zve. Kubhadhara kwatinoita. Sezvatinotarisa mberi kwegore rakazara, tinotarisira kuti mari yemahara ichave yakanaka.Tinotenda kuti mari inobva mumabasa ekushanda ichava yakanaka muhafu yechipiri. gore ra2022 (kusiyana na2021), isu tinofunga kuti tichange tiri pasi pe2021 mazinga, uye zvimwe zvacho zvinokonzerwa nezvimwe, sezvatakakurukura, kuti tiri kutenga Investments mukati uye kumativi ezvikamu nezvimwewo uye inflation. Zvakare, kana tichitarisa tarisiro yedu yazvino 2022 capex, tarisiro idzo dzakakwirira pane zvatinotarisira muna 2021.
Mhoroi mose uye mangwanani akanaka. Maita basa nemubvunzo wenyu. Ndinogona kunge ndazvipotsa, asi mati mutengo uri kunyatsoona mukota here? Uyezve padanho remitengo iri kuenda kumberi, unogona here kutsanangura nezvenguva uye ukuru? Uye kana iwe ukaona chero pa-inoda dhonza pamberi pechiito chemitengo uye kana izvo zviri kukanganisa chikamu chechipiri.
Ichi chiyeuchidzo.Hatizivise kuwedzera kwemutengo kunotarisirwa pasina chiziviso chekare nevatengi.Asi ndinogona kuyeuka kuti muchikamu chechipiri, takatora matanho emitengo.Imwe yakanga yakabatana nendarira, uyezve zviito zviviri zvakasiyana zvakanga zvine chokuita nesimbi. , sezvo kukanganisa kwekushayikwa kwesimbi yenguruve kwakatungamirira kumatengo mumisika yakarashika seRussia, Ukraine - asi hapana chimwe chezviito zvematengo zvakanyatsoratidzwa mukota yemazuva ano.Kudzokera shure kwedu kune nguva dzakashata kubva pamwedzi mitatu kusvika kuchina.
Asi ndinofunga kuti kuzadziswa kwemutengo kwakakwira zvakatevedzana nekuda kwechiito chemutengo chakaziviswa muchikamu chekupedzisira. Ndinofunga kuti kuzadzikiswa kwakadzikira muhuwandu hwepamusoro uye kwakaverengera hafu yekukura kwekutengesa kwe organic muchikamu chechipiri. kukura, izvo zvakakonzera kune imwe rekodhi yakazara kumashure pakupera kwekota yechipiri, pamberi uye mushure mekuwedzera kwemutengo, izvo zvandinofunga kuti zvinokurudzira.Ndinofunga kuti tichava nekukura kwekuzadzisa mutengo nharaunda sezvatinotakura kutarisana nemashure edu. yemirairo yekare uye tinobvisa mamwe maodha ekare, saka kuzadzikiswa kwemutengo kucharamba kuchivandudza gore rose.
Ndinofunga kuti boka rinotarisira zvakasara rakaita kufambira mberi kwakanyanya mune dzimwe nzvimbo uye kwete zvakanyanya kune vamwe.Asi zviri pachena kuti ticharamba tichinyatsocherechedza mamiriro ekugadzirisa inflation uye kana tichida kutora kuwedzera kwemitengo, tichabatsira. offset cost pressures.Ndinofungidzira kuti ndinoda kuyeuchidza munhu wese panguva yese yeinflation cycle kuti chinangwa chedu ndechekuchengeta mitengo iri pamusoro peinflation uye kuchengetedza purofiti, saka hapana dilution effect.Saka tiri mumusika uno wemamiriro ekunze, tiri mukunonoka. , asi ndinotenda kuti tirikupfuura nemumatambudziko mazhinji, ndosaka tichiri kusimudzira pachikamu chechipiri.
OKIzvi zvinobatsira zvikuru. Uye ipapo panguva ino, hafu yechipiri, kana ini chete - naScott, tarisai nhungamiro yenyu. Imi varume muri kukura muhafu yekutanga yegore, gore-pamusoro-gore mari inowanikwa pakati pevechiri kuyaruka, uye pachena mukutungamira kwako kweFY22 yese, iwe uchakura nehafu, hafu yechipiri uchienzaniswa nehafu yechipiri yegore rapfuura. 7%, 8%.Ndinoziva kuti kuenzanisa kwacho kwakasiyana, asi nekuverenga kwemitengo pamatanho aya, zvinoreva here kuti iwe - urikuona vhoriyamu muhafu yechipiri ichidzikama kana kutanga kuderera kuyedza kuyananisa maitiro mu hafu yechipiri nezvawakaona muhafu yekutanga Kuenzaniswa nemamiriro ezvinhu apo mutengo uchiri shure kwako, zvinonzwika.
Ndinofunga kuti uku kucherekedza kwakanaka.Ndinofunga kuti tinotarisira kuti nzvimbo yekushanda icharamba yakaoma kwegore rose uye tichava nechimwe chetatu chakasimba chetatu chatinacho.Kutaura chokwadi, paunofunga nezvechitatu chedu. kota gore rakapera, ndinofunga kuti chikamu chechipiri chekutakura chinotarisirwa kuva nematambudziko aya ekupedzisira uye izvi zvakanyanya kuoma munyaya dzekutengesa.Kutengeswa kwechokwadi muchikamu chechipiri kwaive kwakaderera zvishoma kudarika kutengesa kwegore rapera nekuda kwekutengesa kwakasimba muchipiri. hafu yegore rapfuura uye aya anoenderera mberi ekushanda matambudziko.
Saka ndinofunga kuti 2021 kana kota yechitatu mumwe wemwedzi yedu yakanaka nekuti tinoziva zvakanyanya mamhepo emhepo. Mucharangarira kuti tine mamwe mayunitsi pasherufu. Saka dai waizogadzirisa inflation yekuwedzera uku, iwe. ziva kuti takatengesa zvakanyanya kudarika zvatakanyatsogadzira muhafu yechipiri yegore rapfuura nekuda kwekuwedzera kwezvakapera zvigadzirwa pataipinda. dambudziko rakakura kwatiri gore rino kupfuura raive gore rapfuura.
Saka chaizvoizvo, sezvawakanyatsofungidzira, yakawanda yevhoriyamu muhafu yechipiri yakanga yakanyatsoenderana nemutengo.Nhungamiro yedu inoreva kuti ticharamba tichitarisana nedzimwe nyaya dzekugovera nekugadzirisa, izvo zvatichagadzirisa sequentially.Hazvirevi kuti boka haringadaro. t kunatsiridza, ingori iyo unit haizove yakasimba sezvayaive gore rapfuura.
OKfair zvakakwana.Izvi zvinobatsira zvikuru.Zvino pamwe ingori yekupedzisira.Panyaya yemwaka, wakataura zvakajeka sequential kunatsiridza kubva paQ2 kuenda kuQ3, uchaona izvozvo, asi tinofanira kutarisira kushomeka kwemwaka muQ4 pane Q3. , kana nekuda kweKumwe kutevedzana kwekuvandudza munguva uye chii iwe, iyo isingawanzo yemwaka yatinogona kunyatso kuona Q4 iri nani pane Q3? Ndatenda.
Zvakanaka, yagara iri chikamu chechina, kwete chete mwaka, vangani vanhu vanogona kutarisana nekuwanikwa kwatinazvo. Takanga tave nekuvharwa kwezhizha uye taingopisa zvakanyanya pamiganhu yedu. Takatarisa kusaenda uye kune zvikonzero zvakawanda zvemukati. Asi ini ndinofunga chikuru chemubvunzo wako ndechekuti kuseri kwemashure kwakakura kwazvo, uye ndezvechokwadi kuti chii chatingagadzira uye izvo zvinonyanya kukosha zvekutengesa zvinodiwa kuti chirongwa ichi chipere panguva yekuvakwa kwepamusoro.Saka ndinotarisira kuti uchaona kupera simba kwemwaka mumwaka. chikamu chechipiri chegore, asi ndinofunga chikamu chechina, senguva dzose, chikamu chakapera munaSeptember 30, kubva pazuva rekugadzira, nguva yakawanda yezororo redu uye zvichingodaro zvichaitika munguva iyoyo zvichienzaniswa neKubuda kwedu kuchava kwakaderera.
Nguva yekutumira: May-18-2022
