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Companhia Siderúrgica Nacional (SID)
NYSE:SID
RESEARCH TOOLSreports
Earnings Data
Report Date
May 05, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 12, 2025
|% Change Since: -0.68%
|Next Earnings Date:May 05, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong performances and record achievements in cash holdings, mining, steel, and cement segments, along with significant ESG advancements. However, the call also noted challenges such as the impact of exchange rates on debt, negative cash flow despite operational success, and the strategic decision to withhold dividend distribution. Additionally, there are concerns about market dynamics in the steel sector, particularly related to imports and protectionist measures.Company Guidance
In the call, CSN reported strong performance for the fourth quarter and full year 2024, highlighting significant metrics such as achieving the highest cash in its history at nearly BRL25 billion. The company emphasized its operational excellence in mining, evidenced by a 35% price increase and an EBITDA margin over 50%. In steel, CSN saw a 10% increase in sales compared to the same period last year, leading to an EBITDA margin of 11% in the fourth quarter. The cement segment reached a record EBITDA margin of 33%, the highest since acquiring Lafarge Holcim. CSN also detailed its commitment to deleveraging, with a semester-end leverage ratio impacted by exchange rate variations but operationally closer to 3.2 times. The company's strategy includes capital recycling and a focus on organic growth, postponing dividend distributions to prioritize deleveraging. CSN's guidance for 2025 includes continued operational improvements and strategic investments to foster growth and maintain financial health.Record Cash Holdings
CSN achieved the highest cash holdings in its history, almost reaching BRL 25 billion, enabling better control over the company's leveraging.
Strong Mining Segment Performance
The mining segment confirmed operational excellence, achieving production guidance despite adverse weather, and experienced a 35% price increase leading to an EBITDA margin above 50%.
Steel Segment Recovery
The steel segment saw a 10% increase in sales compared to the previous year, with EBITDA margins reaching 11% for the first time in the year, indicating a recovery trend.
Cement Segment Record Margins
CSN Cement achieved a record EBITDA margin of 33%, the highest since acquiring Lafarge Holcim, outperforming market averages.
ESG Achievements
CSN reported no fatalities, a 63% reduction in lost days, and a 7% reduction in CO2 emissions in the steel mill, bringing them closer to their 2030 goals.
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SID Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SID Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 12, 2025 | $1.46 | $1.58 | +8.22% |
| Nov 12, 2024 | $1.86 | $1.75 | -5.91% |
| Aug 12, 2024 | $2.04 | $2.15 | +5.39% |
| May 09, 2024 | $2.50 | $2.46 | -1.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Companhia Siderúrgica Nacional (SID) report earnings?
Companhia Siderúrgica Nacional (SID) is schdueled to report earning on May 05, 2025, TBA Not Confirmed.
What is Companhia Siderúrgica Nacional (SID) earnings time?
Companhia Siderúrgica Nacional (SID) earnings time is at May 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SID EPS forecast?
SID EPS forecast for the fiscal quarter 2025 (Q1) is -0.03.
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