YIT Oyj (YITYY) Q2 2024 Earnings Call Highlights: Navigating Challenges with Strategic Cost ...

In This Article:

  • Revenue: EUR434 million for the quarter, declined mainly due to onetime events in the Housing segment.

  • Adjusted Operating Profit: EUR7 million for the quarter.

  • Onetime Costs: EUR49 million, including EUR28 million for transformation cost savings and EUR19 million related to project closures in Sweden.

  • Housing Finland Revenue Decline: Over 50% decrease in revenue.

  • Infrastructure Segment Profitability: Achieved an adjusted operating profit of over 6% for the quarter.

  • Order Book: EUR600 million, impacted by low start-ups and investor demand.

  • Net Debt Reduction: Decreased by EUR80 million from the comparison period.

  • Capital Release: EUR140 million released over the last four quarters.

  • Cash Flow: Slightly negative due to plot payments; last 12 months' cash flow was EUR59 million positive.

  • Equity Ratio: Stable at 33%.

  • Gearing: Increased from Q1 but decreased from Q2 last year.

  • Transformation Program Savings: EUR40 million annual savings achieved ahead of schedule.

  • Guidance: Group adjusted operating profit expected between EUR20 million and EUR60 million for the year; operating cash flow after investments expected to be positive.

Release Date: July 26, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • YIT Oyj (YITYY) achieved its transformation program's cost savings target of EUR40 million ahead of schedule.

  • The Infrastructure segment significantly increased its profitability, achieving an adjusted operating profit of over 6% for the quarter.

  • Apartment sales in Finland have been growing for the fifth consecutive quarter, with a 13% reduction in unsold apartments.

  • The company successfully completed a comprehensive multistep financing process, improving the maturity profile of its debt portfolio.

  • YIT Oyj (YITYY) released approximately EUR140 million of capital over the last four quarters through its capital release program.

Negative Points

  • Quarterly revenue declined to EUR434 million, primarily due to onetime events in the Housing segment.

  • The adjusted operating profit decreased to EUR7 million for the quarter, impacted by onetime costs.

  • The Housing Finland segment reported a negative result of EUR6 million, with a significant decline in revenue and profitability.

  • Onetime costs amounted to EUR49 million, including EUR28 million related to transformation cost savings and EUR19 million from historical project closures in Sweden.

  • The Finnish housing market remains weak, with no new start-ups observed and a low supply expected in 2025.