Q1 2024 Results - Investor Presentation slide image

Q1 2024 Results - Investor Presentation

Financial Review - Reported EBITDA to Net Income Net Income is fairly stable in Q1 2024 vs. Q1 2023. The P&L structure from Reported EBITDA to Net Income remained very stable between Q1 2023 and Q1 2024. Reported EBITDA to Net Income THOM First Quarter LTM Ended December In €m 2023 2024 Reported EBITDA 116.7 118.3 Var. % 1.3% Depreciation, amortisation & provisions, net (25.7) (26.9) (5.0)% Operating profit from recurring activities 91.1 91.3 0.3% 2024 274.4 (110.8) 163.7 Other non-recurring operating income 0.1 0.2 54.6 % 1.7 Other non-recurring operating expenses (1.7) (2.9) (66.6)% Income (expense) from recurring operations 89.5 88.6 (0.9)% (11.7) 153.7 Cost of net financial debt (10.1) (10.8) (7.0)% Other financial income and expenses (7.4) (6.9) 7.5 % Profit before tax 72.0 71.0 (1.4)% Income tax expenses Net income (loss) (21.6) (22.3) (3.2)% (42.0) (24.2) 87.5 (44.8) 50.4 48.7 (3.3)% Q1 2024 Results - Investor presentation March 15, 2024 42.7 Depreciation, amortization and provisions net of provision reversals Depreciation, amortization and provisions net of provision reversals totaled €(26.9)m in Q1 2024 mainly composed of (i) €(26.5)m in net depreciation and amortization of intangible assets, property, plant and equipment, and right-of-use assets and (ii) a €(0.7)m provision for inventories. Depreciation of right-of-use assets for Q1 2024 and Q1 2023 amounted to €(19.3)m and €(18.2)m, respectively, with the increase mainly due to new or renewed leases in France and Italy. Cost of net financial debt totaled €(10.8)m in Q1 2024, an increase of €(0.7)m, from €(10.1)m in Q1 2023. The increase is mainly attributable to a €(0.6)m (€(1.9)m net of €1.3m hedge income from an interest rate mark-to- market derivative instrument) net increase in the FRN interests due to the increase of the EURIBOR rate and a €(0.2)m increase in the interest expense relating to RCF, which was drawn for a longer time in Q1 2024 compared to Q1 2023. Other financial income and expenses for €(6.9)m in Q1 2024, compared to €(7.4)m in Q1 2023 are mainly composed of lease interest expenses and foreign exchange loss. Income tax totaled €(22.3)m in Q1 2024, an increase of €(0.7)m, from €(21.6)m in Q1 2023. This increase was mainly due to a €(2.6)m increase in current income tax expense not offset by a €1.4m decrease in deferred tax losses and a €0.6m decrease in CVAE. p.19
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