{"id":70795,"date":"2024-08-15T20:12:06","date_gmt":"2024-08-15T20:12:06","guid":{"rendered":"https:\/\/ekamu.net\/?p=70795"},"modified":"2024-08-15T20:12:06","modified_gmt":"2024-08-15T20:12:06","slug":"erdemir-ikinci-ceyrekte-439-milyar-tl-kar-acikladi","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2024\/08\/15\/erdemir-ikinci-ceyrekte-439-milyar-tl-kar-acikladi\/","title":{"rendered":"Erdemir ikinci \u00e7eyrekte 4,39 milyar TL k\u00e2r a\u00e7\u0131klad\u0131"},"content":{"rendered":"

BURCU KIRATLI\/BLOOMBERG HT ARA\u015eTIRMA ANAL\u0130ST\u0130<\/strong><\/p>\n

Erdemir ikinci \u00e7eyrek bilan\u00e7osunu a\u00e7\u0131klad\u0131.<\/p>\n

\u015eirketin ikinci \u00e7eyrekte net k\u00e2r\u0131 4,39 milyar TL oldu. B\u00f6ylece \u015firketin y\u0131l\u0131n ilk alt\u0131 ay\u0131ndaki toplam k\u00e2r\u0131 9,98 milyar TL oldu.<\/div>\n
FAV\u00d6K bu \u00e7eyrekte 6,4 milyar TL olarak ger\u00e7ekle\u015firken ikinci \u00e7eyrekte toplam ciro da 50,5 milyar TL oldu.<\/div>\n
Erdemir dolar baz\u0131nda, 2024 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 316 milyon dolar net d\u00f6nem k\u00e2r\u0131 elde etti; FAV\u00d6K 441 milyon dolar oldu. \u015eirket 3,9 milyon ton toplam sat\u0131\u015f yapt\u0131 ve 3,17 milyon dolarl\u0131k has\u0131lat ger\u00e7ekle\u015ftirdi.<\/div>\n
S\u0131v\u0131 \u00e7elik \u00fcretimi 2023 ilk ay\u0131ndaki 3218 tondan 4542 tona y\u00fckseldi. \u015eirket 3.935 ton sat\u0131\u015f ger\u00e7ekle\u015ftirdi, uzun mam\u00fcl sat\u0131\u015f\u0131 441 ton, so\u011fuk mam\u00fcl sat\u0131\u015f\u0131 837 ton ve s\u0131cak mam\u00fcl sat\u0131\u015f\u0131 2.657 ton oldu. \u0130hracat\u0131n toplam sat\u0131\u015f i\u00e7indeki pay\u0131 y\u00fczde 18.8 olarak ger\u00e7ekle\u015fti ve 738 milyon tona ula\u015ft\u0131.<\/div>\n
Yurt i\u00e7i yass\u0131 \u00fcr\u00fcn sat\u0131\u015flar\u0131 2,8 milyon ton ile bir \u00f6nceki y\u0131l\u0131n sat\u0131\u015flar\u0131na g\u00f6re y\u00fczde 1 artt\u0131. Toplam uzun \u00fcr\u00fcn sat\u0131\u015flar\u0131 441 bin ton olup uzun \u00fcr\u00fcn sat\u0131\u015flar\u0131n\u0131n 429 bin tonu yurt i\u00e7ine ger\u00e7ekle\u015ftirildi. Grup, 725 bin ton yass\u0131 \u00fcr\u00fcn ve 13 bin ton uzun \u00fcr\u00fcn olmak \u00fczere toplamda 738 bin ton nihai mamul ihra\u00e7 etti. Bu miktar toplam sat\u0131\u015flar\u0131n y\u00fczde 19’unu olu\u015fturdu. Yass\u0131 \u00fcr\u00fcnlerde 29, uzun \u00fcr\u00fcnlerde ise 5 \u00fclkeye ihracat yapt\u0131.<\/div>\n
Erdemir Grubu 2023 y\u0131l\u0131 i\u00e7erisinde 7,2 milyon ton ham \u00e7elik \u00fcretimi ger\u00e7ekle\u015ftirdi. 2024 y\u0131l\u0131nda Ere\u011fli tesislerinde ham \u00e7elik \u00fcretimi 1.761 bin tonla ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 13 art\u0131\u015f g\u00f6sterdi. \u0130skenderun tesislerinde ise ham \u00e7elik \u00fcretimi 2.680 bin tonla y\u00fczde 68 artt\u0131. Grubun 2024 y\u0131l\u0131 ilk 6 ay ham \u00e7elik \u00fcretimi bir \u00f6nceki y\u0131la g\u00f6re, ge\u00e7mi\u015f d\u00f6nem ya\u015fanan deprem etkisinin ortadan kalkmas\u0131 sonucunda, y\u00fczde 41 y\u00fckseli\u015fle toplamda 4.441 bin ton oldu.<\/div>\n
\u015eirketin kapasite kullan\u0131m oran\u0131 y\u00fczde 93 oldu. \u015eirketin FAV\u00d6K marj\u0131 y\u00fczde 13.9 oldu ve net k\u00e2r marj\u0131 y\u00fczde 10 olarak ger\u00e7ekle\u015fti. Ton ba\u015f\u0131na FAV\u00d6K ise 101 dolar olarak ger\u00e7ekle\u015fti; 2024 ilk \u00e7eyrekte bu rakam 124 dolar; 2023 4. \u00c7eyrek sonunda ise 117 dolard\u0131.<\/div>\n
Erdemir’in finansal bor\u00e7lar\u0131, 2023 sonundaki 2,285 milyar dolardan 2024 Haziran sonunda 2,762 milyar dolara y\u00fckseldi. Yakla\u015f\u0131k 2,8 milyar dolarl\u0131k finansal borcun 1,856 milyar dolar\u0131 k\u0131sa vadeli, 906 milyon dolar\u0131 uzun vadeli bor\u00e7lardan olu\u015fuyor. Net nakit\/FAV\u00d6K rasyosu ise 2024 ilk \u00e7eyrek sonundaki 2.3x’ten 2,2x’e d\u00fc\u015ft\u00fc.<\/div>\n
\u015eirketin yat\u0131r\u0131m harcamalar\u0131 2023 sonunda toplam 977 milyon dolar olarak ger\u00e7ekle\u015fmi\u015fti. 2024 ilk yar\u0131da 421 milyon dolar olarak ger\u00e7ekle\u015fti.<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0Bloomberg HT<\/span><\/p>\n

<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Erdemir, 2024 y\u0131l\u0131n\u0131n ikinci \u00e7eyre\u011finde 4,39 milyar TL k\u00e2r a\u00e7\u0131klad\u0131. \u015eirket, bir \u00f6nceki \u00e7eyrekte 5,60 milyar TL k\u00e2r elde etmi\u015fti.<\/p>\n","protected":false},"author":1,"featured_media":70796,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[283,3890,114,108,1307],"class_list":["post-70795","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-dolar","tag-gerceklesti","tag-milyar","tag-satis","tag-ton"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/70795","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=70795"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/70795\/revisions"}],"predecessor-version":[{"id":70797,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/70795\/revisions\/70797"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/70796"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=70795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=70795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=70795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}