<p>塞文特倫特（Severn Trent）((GB:SVT)) 已舉行其第二季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>塞文特倫特最近的財報電話會議傳達了積極的情緒，突顯了公司在上半年強勁的表現。管理層對實現戰略目標和保持財務健康充滿信心，儘管面臨客户滿意度和即將到來的監管變化的挑戰。整體語氣樂觀，受到 ODI 績效、財務實力和基礎設施服務增長的顯著成就推動。</p>
<h2>強勁的 ODI 績效</h2>
<p>塞文特倫特在其 ODI 績效中報告了令人印象深刻的結果，約 90% 的指標標記為綠色。公司正朝着連續第八年達到漏水目標的方向前進，發現並修復的漏水數量創歷史新高。考慮到夏季的挑戰性，這一成就尤為顯著，夏季的爆管數量比平常多出三分之一。</p>
<h2>財務實力和槓桿指導</h2>
<p>公司展現了對財務穩定的強烈承諾，預計到 AMP 結束時槓桿比率將達到 60% 至 65%。塞文特倫特成功多元化了融資來源，以顯著低於監管機構允許的成本籌集資金，突顯了其財務智慧。</p>
<h2>基礎設施服務增長</h2>
<p>塞文特倫特預計其基礎設施服務部門的 EBITDA 將翻倍。這一增長預計將通過綠色能源、服務和物業的擴展，以及在水務和廢物領域的戰略收購來推動。這一雄心勃勃的目標反映了公司在擴展基礎設施能力方面的戰略重點。</p>
<h2>AMP8 的強勁開局</h2>
<p>公司對 AMP8 提供的機會充滿熱情，強調創新和效率。塞文特倫特正在利用人工智能和模塊化解決方案來提高資本交付效率，旨在抓住未來的增長機會。</p>
<h2>積極的水資源管理</h2>
<p>儘管存在潛在的乾旱擔憂，塞文特倫特報告了強勁的水資源管理。他們的水庫在一個週末內增加了超過 10%，自 1995 年以來公司沒有實施過水管禁令，突顯了其有效的管理策略。</p>
<h2>客户滿意度的挑戰</h2>
<p>塞文特倫特承認在客户滿意度方面面臨持續挑戰，CMEC 分數目前處於中游水平。公司致力於將這些分數提升至領獎台位置，表明其專注於改善客户關係。</p>
<h2>監管變化的影響</h2>
<p>環境署在 2028 年引入的 5 星評級和持續的 PFAS 監管帶來了未來的挑戰。塞文特倫特正在為這些變化做準備，儘管這些仍然是需要克服的重要障礙。</p>
<h2>低降雨量的潛在影響</h2>
<p>儘管目前管理良好，塞文特倫特意識到低降雨量對水資源的潛在影響。公司專注於確保在氣候變化面前的長期韌性。</p>
<h2>前瞻性指導</h2>
<p>塞文特倫特已升級其 ODI 指導，預計在接下來的 4.5 年內至少實現 3 億英鎊的超額表現，目前 90% 的指標為綠色。公司計劃在 AMP 結束時保持 60% 至 65% 的槓桿比率，支持至少 5 億英鎊的資本效率。這些效率將被再投資以提升績效，專注於創新和運營效率。塞文特倫特旨在將其基礎設施服務部門的 EBITDA 翻倍，並致力於實現強勁回報，預計本財年的 RoRE 為 13%。</p>
<p>總之，塞文特倫特的財報電話會議反映了積極的前景，各個領域的強勁表現以及對未來增長的戰略關注。公司已做好充分準備應對即將到來的挑戰，保持對實現財務和運營目標的信心。</p>

<p>Severn Trent 的第二季度財報電話會議強調了強勁的業績和樂觀的前景。公司報告了令人印象深刻的 ODI 結果，財務穩定，槓桿比率為 60%-65%，並計劃在基礎設施服務領域將 EBITDA 翻倍。面臨的挑戰包括客户滿意度和監管變化。Severn Trent 的目標是實現 3 億英鎊的 ODI 超額表現和 13% 的投資回報率，專注於創新和效率。此次電話會議反映了儘管可能受到乾旱影響，公司仍對實現戰略目標充滿信心</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>塞文特倫特（Severn Trent）((GB:SVT)) 已舉行其第二季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<li>訂閲 TipRanks 的智能投資者精選，通過我們高表現的模型投資組合查看我們的數據 - 現在也享受 60% 的折扣。</li>
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</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>塞文特倫特最近的財報電話會議傳達了積極的情緒，突顯了公司在上半年強勁的表現。管理層對實現戰略目標和保持財務健康充滿信心，儘管面臨客户滿意度和即將到來的監管變化的挑戰。整體語氣樂觀，受到 ODI 績效、財務實力和基礎設施服務增長的顯著成就推動。</p>
</div><h2>Strong ODI Performance</h2>
<div class="lb-trans"><h2>強勁的 ODI 績效</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>塞文特倫特在其 ODI 績效中報告了令人印象深刻的結果，約 90% 的指標標記為綠色。公司正朝着連續第八年達到漏水目標的方向前進，發現並修復的漏水數量創歷史新高。考慮到夏季的挑戰性，這一成就尤為顯著，夏季的爆管數量比平常多出三分之一。</p>
</div><h2>Financial Strength and Gearing Guidance</h2>
<div class="lb-trans"><h2>財務實力和槓桿指導</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>公司展現了對財務穩定的強烈承諾，預計到 AMP 結束時槓桿比率將達到 60% 至 65%。塞文特倫特成功多元化了融資來源，以顯著低於監管機構允許的成本籌集資金，突顯了其財務智慧。</p>
</div><h2>Infrastructure Services Growth</h2>
<div class="lb-trans"><h2>基礎設施服務增長</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>塞文特倫特預計其基礎設施服務部門的 EBITDA 將翻倍。這一增長預計將通過綠色能源、服務和物業的擴展，以及在水務和廢物領域的戰略收購來推動。這一雄心勃勃的目標反映了公司在擴展基礎設施能力方面的戰略重點。</p>
</div><h2>Strong Start to AMP8</h2>
<div class="lb-trans"><h2>AMP8 的強勁開局</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>公司對 AMP8 提供的機會充滿熱情，強調創新和效率。塞文特倫特正在利用人工智能和模塊化解決方案來提高資本交付效率，旨在抓住未來的增長機會。</p>
</div><h2>Positive Water Resource Management</h2>
<div class="lb-trans"><h2>積極的水資源管理</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>儘管存在潛在的乾旱擔憂，塞文特倫特報告了強勁的水資源管理。他們的水庫在一個週末內增加了超過 10%，自 1995 年以來公司沒有實施過水管禁令，突顯了其有效的管理策略。</p>
</div><h2>Challenges in Customer Satisfaction</h2>
<div class="lb-trans"><h2>客户滿意度的挑戰</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>塞文特倫特承認在客户滿意度方面面臨持續挑戰，CMEC 分數目前處於中游水平。公司致力於將這些分數提升至領獎台位置，表明其專注於改善客户關係。</p>
</div><h2>Impact of Regulatory Changes</h2>
<div class="lb-trans"><h2>監管變化的影響</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>環境署在 2028 年引入的 5 星評級和持續的 PFAS 監管帶來了未來的挑戰。塞文特倫特正在為這些變化做準備，儘管這些仍然是需要克服的重要障礙。</p>
</div><h2>Potential Impact of Low Rainfall</h2>
<div class="lb-trans"><h2>低降雨量的潛在影響</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>儘管目前管理良好，塞文特倫特意識到低降雨量對水資源的潛在影響。公司專注於確保在氣候變化面前的長期韌性。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>塞文特倫特已升級其 ODI 指導，預計在接下來的 4.5 年內至少實現 3 億英鎊的超額表現，目前 90% 的指標為綠色。公司計劃在 AMP 結束時保持 60% 至 65% 的槓桿比率，支持至少 5 億英鎊的資本效率。這些效率將被再投資以提升績效，專注於創新和運營效率。塞文特倫特旨在將其基礎設施服務部門的 EBITDA 翻倍，並致力於實現強勁回報，預計本財年的 RoRE 為 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>總之，塞文特倫特的財報電話會議反映了積極的前景，各個領域的強勁表現以及對未來增長的戰略關注。公司已做好充分準備應對即將到來的挑戰，保持對實現財務和運營目標的信心。</p>
</div>

塞文特倫特的財報電話會議：表現強勁，前景樂觀