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ERDEMİR, achieved a balance sheet above market expectations for the first quarter

ERDEMİR, posted a profit of 90 million in the first quarter, despite market expectations of 22 million.

ERDEMİR, achieved a balance sheet above market expectations for the first quarter

Erdemir, which had a net profit of 3.175 billion TL in the last quarter of last year, had a net profit of 18.0 billion TL in 2022. In the first quarter of the same year, the net profit was announced as TL 5.6 billion.

 EBITDA was realized as TRY1,389 million, above the expectations of TRY456 million, while total turnover in the first quarter was TRY26.3 billion, above the expectations of TRY24.7 billion.

In dollar terms, Erdemir posted a net profit of USD 5 million in the first quarter of 2023.

The company made a profit of 405 million dollars in the same period last year and 207 million dollars in the previous quarter. Thus, the company's net profit margin, which was 11.7 percent in the last quarter of 2022, fell to 0.3 percent in this quarter. EBITDA margin declined from 4.5 percent in the last quarter to 1.6 percent in the first quarter.

 Erdemir's production and sales volumes declined

In the 1st quarter of the year, the company generated a total net sales revenue of 1 billion 394 million dollars, 1 billion 243 million dollars domestic and 151 million dollars international. On a quarterly basis, the company's net sales revenues declined. In the last quarter of 2022, Erdemir realized sales of 1 billion 764 million dollars in total.

On a quantitative basis, the company produced 1.40 million tons in Q1, with sales of 937 million tons of hot products, 405 thousand tons of cold products and 60 thousand tons of long products.

On the export side, Erdemir's share in total sales amounted to 8.1 percent in the last quarter. The company exported 126 thousand tons, compared to 257 thousand tons in the previous quarter.

The company's capital expenditures amounted to 161 million dollars in the first quarter of this year. Total capital expenditures increased from $434 million to $723 million in 2022.

 Earthquake effect continues at Erdemir and İsdemir

While Ereğli Demir Çelik and its sister company İsdemir produced 7.8 million tons of crude steel in 2022, the total amount of crude steel production in the first quarter of 2023 was 1.2 million tons due to the effect of the suspension of production due to the earthquake on February 6, 2023 until the completion of the due diligence works at İsdemir facilities.

In the first quarter of this year, crude steel production at İskenderun and Ereğli plants amounted to 423 thousand tons and 771 thousand tons, respectively. Following the earthquake, production at İsdemir, a subsidiary of the company, was suspended until the completion of due diligence. It was assessed that the earthquake-related damages were covered by insurance coverage and that these damages were not at a level that would significantly affect the company's financial statements.

 The Group's capacity utilization rates decreased compared to previous periods due to the impact of the production suspension at İsdemir plants. While the capacity utilization rate in liquid steel was 84 percent in the same quarter last year, this rate dropped to 51 percent in this quarter. In the same period, the capacity utilization rate in crude steel fell from 83 percent to 50 percent.

 In the three-month period of 2023, the Group's total flat product sales amounted to 1.5 million tons and long product sales to 76 thousand tons.

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