<p>塞文特伦特（Severn Trent）((GB:SVT)) 已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>TipRanks 黑色星期五促销</h3>
<ul>
<li>享受 TipRanks Premium 60% 的折扣，获取您投资所需的数据支持洞察和研究工具。</li>
<li>订阅 TipRanks 的智能投资者精选，通过我们高表现的模型投资组合查看我们的数据 - 现在也享受 60% 的折扣。</li>
</ul>
<p>塞文特伦特最近的财报电话会议传达了积极的情绪，突显了公司在上半年强劲的表现。管理层对实现战略目标和保持财务健康充满信心，尽管面临客户满意度和即将到来的监管变化的挑战。整体语气乐观，受到 ODI 绩效、财务实力和基础设施服务增长的显著成就推动。</p>
<h2>强劲的 ODI 绩效</h2>
<p>塞文特伦特在其 ODI 绩效中报告了令人印象深刻的结果，约 90% 的指标标记为绿色。公司正朝着连续第八年达到漏水目标的方向前进，发现并修复的漏水数量创历史新高。考虑到夏季的挑战性，这一成就尤为显著，夏季的爆管数量比平常多出三分之一。</p>
<h2>财务实力和杠杆指导</h2>
<p>公司展现了对财务稳定的强烈承诺，预计到 AMP 结束时杠杆比率将达到 60% 至 65%。塞文特伦特成功多元化了融资来源，以显著低于监管机构允许的成本筹集资金，突显了其财务智慧。</p>
<h2>基础设施服务增长</h2>
<p>塞文特伦特预计其基础设施服务部门的 EBITDA 将翻倍。这一增长预计将通过绿色能源、服务和物业的扩展，以及在水务和废物领域的战略收购来推动。这一雄心勃勃的目标反映了公司在扩展基础设施能力方面的战略重点。</p>
<h2>AMP8 的强劲开局</h2>
<p>公司对 AMP8 提供的机会充满热情，强调创新和效率。塞文特伦特正在利用人工智能和模块化解决方案来提高资本交付效率，旨在抓住未来的增长机会。</p>
<h2>积极的水资源管理</h2>
<p>尽管存在潜在的干旱担忧，塞文特伦特报告了强劲的水资源管理。他们的水库在一个周末内增加了超过 10%，自 1995 年以来公司没有实施过水管禁令，突显了其有效的管理策略。</p>
<h2>客户满意度的挑战</h2>
<p>塞文特伦特承认在客户满意度方面面临持续挑战，CMEC 分数目前处于中游水平。公司致力于将这些分数提升至领奖台位置，表明其专注于改善客户关系。</p>
<h2>监管变化的影响</h2>
<p>环境署在 2028 年引入的 5 星评级和持续的 PFAS 监管带来了未来的挑战。塞文特伦特正在为这些变化做准备，尽管这些仍然是需要克服的重要障碍。</p>
<h2>低降雨量的潜在影响</h2>
<p>尽管目前管理良好，塞文特伦特意识到低降雨量对水资源的潜在影响。公司专注于确保在气候变化面前的长期韧性。</p>
<h2>前瞻性指导</h2>
<p>塞文特伦特已升级其 ODI 指导，预计在接下来的 4.5 年内至少实现 3 亿英镑的超额表现，目前 90% 的指标为绿色。公司计划在 AMP 结束时保持 60% 至 65% 的杠杆比率，支持至少 5 亿英镑的资本效率。这些效率将被再投资以提升绩效，专注于创新和运营效率。塞文特伦特旨在将其基础设施服务部门的 EBITDA 翻倍，并致力于实现强劲回报，预计本财年的 RoRE 为 13%。</p>
<p>总之，塞文特伦特的财报电话会议反映了积极的前景，各个领域的强劲表现以及对未来增长的战略关注。公司已做好充分准备应对即将到来的挑战，保持对实现财务和运营目标的信心。</p>

<p>Severn Trent 的第二季度财报电话会议强调了强劲的业绩和乐观的前景。公司报告了令人印象深刻的 ODI 结果，财务稳定，杠杆比率为 60%-65%，并计划在基础设施服务领域将 EBITDA 翻倍。面临的挑战包括客户满意度和监管变化。Severn Trent 的目标是实现 3 亿英镑的 ODI 超额表现和 13% 的投资回报率，专注于创新和效率。此次电话会议反映了尽管可能受到干旱影响，公司仍对实现战略目标充满信心</p>

<p>Severn Trent ((GB:SVT)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>塞文特伦特（Severn Trent）((GB:SVT)) 已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>TipRanks Black Friday Sale</h3>
<div class="lb-trans"><h3>TipRanks 黑色星期五促销</h3>
</div><ul>
<li>Claim 60% off TipRanks Premium for the data-backed insights and research tools you need to invest with confidence.</li>
<li>Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio -  now also 60% off</li>
</ul>
<div class="lb-trans"><ul>
<li>享受 TipRanks Premium 60% 的折扣，获取您投资所需的数据支持洞察和研究工具。</li>
<li>订阅 TipRanks 的智能投资者精选，通过我们高表现的模型投资组合查看我们的数据 - 现在也享受 60% 的折扣。</li>
</ul>
</div><p>Severn Trent’s recent earnings call conveyed a positive sentiment, highlighting the company’s robust performance in the first half of the year. The management expressed confidence in achieving strategic goals and maintaining financial health, despite challenges in customer satisfaction and upcoming regulatory changes. The overall tone was optimistic, driven by significant achievements in ODI performance, financial strength, and infrastructure services growth.</p>
<div class="lb-trans"><p>塞文特伦特最近的财报电话会议传达了积极的情绪，突显了公司在上半年强劲的表现。管理层对实现战略目标和保持财务健康充满信心，尽管面临客户满意度和即将到来的监管变化的挑战。整体语气乐观，受到 ODI 绩效、财务实力和基础设施服务增长的显著成就推动。</p>
</div><h2>Strong ODI Performance</h2>
<div class="lb-trans"><h2>强劲的 ODI 绩效</h2>
</div><p>Severn Trent reported impressive results in their ODI performance, with approximately 90% of their measures marked as green. The company is on track for its eighth consecutive year of meeting the leakage target, having found and fixed more leaks than ever before. This achievement is particularly notable given the challenging summer, which saw a third more bursts than usual.</p>
<div class="lb-trans"><p>塞文特伦特在其 ODI 绩效中报告了令人印象深刻的结果，约 90% 的指标标记为绿色。公司正朝着连续第八年达到漏水目标的方向前进，发现并修复的漏水数量创历史新高。考虑到夏季的挑战性，这一成就尤为显著，夏季的爆管数量比平常多出三分之一。</p>
</div><h2>Financial Strength and Gearing Guidance</h2>
<div class="lb-trans"><h2>财务实力和杠杆指导</h2>
</div><p>The company has demonstrated a strong commitment to financial stability, guiding a gearing ratio of 60% to 65% by the end of the AMP. Severn Trent has successfully diversified its sources of finance, raising funds at significantly lower costs than those allowed by the regulator, underscoring their financial acumen.</p>
<div class="lb-trans"><p>公司展现了对财务稳定的强烈承诺，预计到 AMP 结束时杠杆比率将达到 60% 至 65%。塞文特伦特成功多元化了融资来源，以显著低于监管机构允许的成本筹集资金，突显了其财务智慧。</p>
</div><h2>Infrastructure Services Growth</h2>
<div class="lb-trans"><h2>基础设施服务增长</h2>
</div><p>Severn Trent anticipates doubling the EBITDA of its Infrastructure Services division. This growth is expected to be driven by expansions in Green Power, services, and property, alongside strategic acquisitions in the water and waste sectors. This ambitious target reflects the company’s strategic focus on expanding its infrastructure capabilities.</p>
<div class="lb-trans"><p>塞文特伦特预计其基础设施服务部门的 EBITDA 将翻倍。这一增长预计将通过绿色能源、服务和物业的扩展，以及在水务和废物领域的战略收购来推动。这一雄心勃勃的目标反映了公司在扩展基础设施能力方面的战略重点。</p>
</div><h2>Strong Start to AMP8</h2>
<div class="lb-trans"><h2>AMP8 的强劲开局</h2>
</div><p>The company is enthusiastic about the opportunities presented by AMP8, emphasizing innovation and efficiency. Severn Trent is leveraging AI and modular solutions to enhance capital delivery efficiency, positioning itself to capitalize on future growth opportunities.</p>
<div class="lb-trans"><p>公司对 AMP8 提供的机会充满热情，强调创新和效率。塞文特伦特正在利用人工智能和模块化解决方案来提高资本交付效率，旨在抓住未来的增长机会。</p>
</div><h2>Positive Water Resource Management</h2>
<div class="lb-trans"><h2>积极的水资源管理</h2>
</div><p>Despite potential drought concerns, Severn Trent has reported strong water resource management. Their reservoirs have increased by over 10% in a single weekend, and the company has not imposed a hosepipe ban since 1995, highlighting their effective management strategies.</p>
<div class="lb-trans"><p>尽管存在潜在的干旱担忧，塞文特伦特报告了强劲的水资源管理。他们的水库在一个周末内增加了超过 10%，自 1995 年以来公司没有实施过水管禁令，突显了其有效的管理策略。</p>
</div><h2>Challenges in Customer Satisfaction</h2>
<div class="lb-trans"><h2>客户满意度的挑战</h2>
</div><p>Severn Trent acknowledged ongoing challenges in customer satisfaction, with CMEC scores currently mid-table. The company is committed to improving these scores to podium positions, indicating a focus on enhancing customer relations.</p>
<div class="lb-trans"><p>塞文特伦特承认在客户满意度方面面临持续挑战，CMEC 分数目前处于中游水平。公司致力于将这些分数提升至领奖台位置，表明其专注于改善客户关系。</p>
</div><h2>Impact of Regulatory Changes</h2>
<div class="lb-trans"><h2>监管变化的影响</h2>
</div><p>The introduction of a 5-star rating by the Environment Agency in 2028 and ongoing PFAS regulations present future challenges. Severn Trent is preparing for these changes, although they remain significant hurdles to overcome.</p>
<div class="lb-trans"><p>环境署在 2028 年引入的 5 星评级和持续的 PFAS 监管带来了未来的挑战。塞文特伦特正在为这些变化做准备，尽管这些仍然是需要克服的重要障碍。</p>
</div><h2>Potential Impact of Low Rainfall</h2>
<div class="lb-trans"><h2>低降雨量的潜在影响</h2>
</div><p>While currently managing well, Severn Trent is aware of the potential impact of low rainfall on water resources. The company is focused on ensuring long-term resilience in the face of changing weather patterns.</p>
<div class="lb-trans"><p>尽管目前管理良好，塞文特伦特意识到低降雨量对水资源的潜在影响。公司专注于确保在气候变化面前的长期韧性。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Severn Trent has upgraded its ODI guidance, forecasting at least £300 million in outperformance over the next 4.5 years, with 90% of measures currently green. The company plans to maintain gearing at 60% to 65% by the end of the AMP, supported by capital efficiencies of at least £500 million. These efficiencies will be reinvested to enhance performance, with a focus on innovation and operational efficiency. Severn Trent aims to double the EBITDA of its Infrastructure Services division and is committed to delivering strong returns with a projected 13% RoRE for the fiscal year.</p>
<div class="lb-trans"><p>塞文特伦特已升级其 ODI 指导，预计在接下来的 4.5 年内至少实现 3 亿英镑的超额表现，目前 90% 的指标为绿色。公司计划在 AMP 结束时保持 60% 至 65% 的杠杆比率，支持至少 5 亿英镑的资本效率。这些效率将被再投资以提升绩效，专注于创新和运营效率。塞文特伦特旨在将其基础设施服务部门的 EBITDA 翻倍，并致力于实现强劲回报，预计本财年的 RoRE 为 13%。</p>
</div><p>In summary, Severn Trent’s earnings call reflects a positive outlook, with strong performance across various sectors and a strategic focus on future growth. The company is well-prepared to tackle upcoming challenges, maintaining a confident stance on achieving its financial and operational goals.</p>
<div class="lb-trans"><p>总之，塞文特伦特的财报电话会议反映了积极的前景，各个领域的强劲表现以及对未来增长的战略关注。公司已做好充分准备应对即将到来的挑战，保持对实现财务和运营目标的信心。</p>
</div>

塞文特伦特的财报电话会议：表现强劲，前景乐观