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Lawrence Shankland ready to make Hearts decision as striker jets home for transfer summit
Lawrence Shankland ready to make Hearts decision as striker jets home for transfer summit

Daily Record

time12 hours ago

  • Sport
  • Daily Record

Lawrence Shankland ready to make Hearts decision as striker jets home for transfer summit

The Scotland striker's contract is set to expire and the Jambos are chasing another striking target as he weighs up his options Lawrence Shankland has flown back from honeymoon and is now ready to decide where his future lies. The Scotland international took time out and switched off from football in Dubai in recent weeks but is now set to consider his options. ‌ He will meet with his representatives later this week to discuss his options. ‌ West Bromwich Albion are amongst a number of English clubs who have expressed an interest, along with European and Middle East interest. Hearts are also closing in on a £400 deal for Aalesund striker Claudio Braga. The Portuguese forwward joined the Norwegian side from Moss back in 2023. It is expected he will play the coming weeks in the Norwegian Second Division before he joins up with McInnes at Tynecastle. Hearts have also signed Elton Kabangu, Alexandros Kyzirdis, Christian Borchgrevink and Oisin McEntee. ‌ Barrie McKay and Jorge Grant have both left the club at the end of their contracts while Gerald Taylor has returned to Deportivo Saprissa following his loan spell. The capital side have also pitched to land Australian winger Daniel Arzani but it is looking increasingly likely they will miss out to European rivals. You can get all the news you need on our dedicated Rangers and Celtic pages, and sign up to our newsletters to make sure you never miss a beat throughout the season. We're also on WhatsApp where we bring all the latest breaking news and transfer gossip directly to you phone. Join our Rangers community here and our Celtic community here.

One transfer every Premiership club must make this summer including Hearts and Hibs
One transfer every Premiership club must make this summer including Hearts and Hibs

Scotsman

time14 hours ago

  • Sport
  • Scotsman

One transfer every Premiership club must make this summer including Hearts and Hibs

The Jambos have Claudio Braga and Daniel Arzani in their sights as they look to equip new head coach Derek McInnes with the tools to make a charge for the Premiership's third spot. Hibs will have something to say about that though after claiming that spot in the 24/25 campaign. They too will have designs on improving their squad, with Europa League qualifiers ahead. Looking at both clubs and their rivals, we take a look at a position every club could do with signing over the course of the transfer window. Each side will have their own ideas on where is necessary to strengthen but on the face of it, here are our picks for where looks most likely.

Claudio Braga on Hearts transfer radar as Derek McInnes turns eye to Aalesund FK hitman in search for firepower
Claudio Braga on Hearts transfer radar as Derek McInnes turns eye to Aalesund FK hitman in search for firepower

Daily Record

time2 days ago

  • Sport
  • Daily Record

Claudio Braga on Hearts transfer radar as Derek McInnes turns eye to Aalesund FK hitman in search for firepower

The new Tynecastle boss has his eye on the 25-year-old - who can play through the middle or on the wing Hearts are keen on Aalesund FK striker Claudio Braga. The Jambos are on the trail of the Portuguese striker. ‌ Derek McInnes is keen to add more firepower to his team and the 25-year-old is now on the Tynecastle radar. ‌ Braga has four goals in 10 games for the Norwegian second division outfit. He can also play through the middle or on the wing. Aalesund value him at around £400,000. They bought him from rivals Moss last year. Braga kicked off his career in his homeland with Valadares Gaia, Fatima and SC Ideal before he moved to Norway. Hearts have signed striker Elton Kabangu on a permanent basis and are waiting to see if Lawrence Shankland will sign a new deal. ‌ The capital side has already raided Norway. They have agreed a deal to sign Christian Borchgevink from Valerenga. You can get all the news you need on our dedicated Rangers and Celtic pages, and sign up to our newsletters to make sure you never miss a beat throughout the season. We're also WhatsApp where we bring all the latest breaking news and transfer gossip directly to you phone. Join our Rangers community here and our Celtic community here.

MAHLE-Metal Leve SA (BSP:LEVE3) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...
MAHLE-Metal Leve SA (BSP:LEVE3) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...

Yahoo

time16-05-2025

  • Business
  • Yahoo

MAHLE-Metal Leve SA (BSP:LEVE3) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...

Net Operating Revenue: BRL1.3 billion. Gross Margin: 28%. Net Margin: 12.5%. EBITDA Margin: 16%. Cash Generation: BRL62 million. Net Indebtedness: BRL640 million. Leverage: 0.69 times. Domestic Original Equipment Revenue Growth: 84-85% increase, 22% increase excluding acquisitions. OEM Exports Revenue Change: 7% drop. Domestic Aftermarket Revenue: BRL399 million, 10% increase, 5.4% increase excluding acquisitions. Aftermarket Exports Revenue Change: 5.2% drop. Total Aftermarket Revenue: BRL473 million, 7.3% growth. Total Revenue Growth: 24.1% growth, 5.5% increase excluding acquisitions. EBITDA: BRL237 million, 18.7% margin. Interest Paid: BRL1.1 million. Interest Received: BRL6.5 million. CapEx Investments: BRL35 million. Warning! GuruFocus has detected 9 Warning Signs with NZSE:MNW. Release Date: May 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. MAHLE-Metal Leve SA (BSP:LEVE3) reported a net operating revenue of BRL 1.3 billion for the first quarter of 2025, reflecting a 24.1% growth compared to the previous year. The company achieved a gross margin of 28% and a net margin of 12.5%, indicating strong profitability. The acquisition of compressors and other operations in September 2024 contributed significantly to the revenue growth. The company has been approved for the Brazilian government's Mover program, which supports green mobility and provides resources for innovation and localization projects. MAHLE-Metal Leve SA is actively pursuing new business opportunities in electrification and agribusiness, aligning with its strategic goals for diversification. The company faced challenges due to hyperinflation in Argentina, which impacted financial results and required adjustments. A 25% tariff on vehicles and auto parts from Brazil to the United States is expected to impact sales, although the company is working on mitigating strategies. There was a 7% drop in OEM export revenue, primarily due to a decline in the light vehicles market. The Argentinian operations faced profitability challenges due to high inflation and controlled exchange rates, affecting the Rafaela site's performance. The aftermarket segment in Argentina experienced a drop in revenue due to increased competition and market changes. Q: Could you explain the rationale behind the 60% payout of net profit for 2024, which is lower than historical payouts? Is this related to anticipated payments or higher leverage? What should we expect for the 2025 payout? A: The 60% payout was approved to create a reserve for the company's health, considering potential future uncertainties. This decision is not directly related to the super dividend payment of 2023. The reserve aims to ensure financial stability and reduce the need for loans. The 2025 payout will depend on the company's financial health and strategic decisions. (Daniel Alves, Marketing and Corporate Communication Manager; Claudio Braga, CFO) Q: How is the company addressing the potential competition from Chinese aftermarket products due to the tariff war? A: Chinese parts are already present in the aftermarket, and the tariff war presents both challenges and opportunities. The company is focusing on resilient markets like agribusiness and diesel vehicles to offset potential impacts. Additionally, efforts are being made to align import taxes for hybrid and electric vehicles with combustion vehicles to maintain competitiveness. (Daniel Alves, Marketing and Corporate Communication Manager) Q: Can you provide insights into the negotiations with North American customers regarding tariffs and the expected impact on the company's revenue? A: The tariffs impact about 4% of the company's revenue. Negotiations are ongoing with customers to offset the tariff impact, with some agreements already in place. The company is working to minimize the impact through strategic negotiations, and more clarity is expected in the next quarter. (Claudio Braga, CFO) Q: What is the outlook for the recovery of operations in Argentina, considering the adjusted pricing strategy? A: The Rafaela site, which exports 90% of its production, is expected to benefit from a potential devaluation of the Argentine peso, improving sales attractiveness. Internal improvements and cost reductions are underway, with a full recovery anticipated in about two quarters. The aftermarket operations are expected to remain stable, with profitability aligned with regional benchmarks. (Claudio Braga, CFO; Daniel Alves, Marketing and Corporate Communication Manager) Q: How do the margins for engine components compare to thermal systems, and what is the strategic direction for these segments? A: Margins for engine components are higher than those for thermal systems. The strategic direction involves a shift towards thermal products, which are not exclusive to combustion engines, aligning with future market trends. While margins are lower, the business is growing, and the strategy is seen as positive for long-term growth. (Claudio Braga, CFO; Daniel Alves, Marketing and Corporate Communication Manager) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.

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