Hydro kwanan nanfito da kudi retashar jiragen ruwana farkon kwata na 2025, yana bayyana babban ci gaba a cikin ayyukansa. A cikin kwata, kudaden shiga na kamfanin ya karu da kashi 20% duk shekara zuwa NOK biliyan 57.094, yayin da aka daidaita EBITDA ya karu da kashi 76% zuwa NOK biliyan 9.516. Musamman ma, ribar da aka samu ta karu daga NOK miliyan 428 a daidai wannan lokacin a bara zuwa NOK biliyan 5.861, wanda ke nuna karuwar karuwar sama da kashi 1200 cikin 100 a duk shekara tare da samun sabon ribar kwata daya a shekarun baya-bayan nan.

Direbobi biyu masu mahimmanci sun haɓaka wannan haɓaka

1. Tashin farashin kayayyaki:

Alumina na duniya da farashin aluminium sun ci gaba da haɓaka haɓakarsu a cikin Q1, wanda ke haifar da ci gaba da buƙatar aluminum daga sabbin masana'antar makamashi-kamar motocin lantarki da tsarin ajiyar makamashi da gyare-gyare na ɗan lokaci zuwa ƙarfin samar da alumina a wasu yankuna. Misali, matsakaicin farashin aluminium akan Canjin Karfe na London (LME) a ​​Q1 2025 ya tashi da kusan 18%idan aka kwatanta da lokaci gudashekarar da ta gabata, kai tsaye ya kara habaka kudaden shiga da kamfani ke samu da kuma babbar riba.

2. Matsalolin kuɗi masu dacewa:

Kwanan Norwegian ya ragu da kusan kashi 5 cikin dari akan manyan kudade kamar dalar Amurka da Yuro a cikin Q1, suna haifar da ribar musanya lokacin da ake canza kudaden shiga na ketare zuwa kudin gida. Tare da fiye da kashi 40% na kudaden shiga da yake fitowa daga kasuwannin Kudancin Amurka da Arewacin Amurka, abubuwan kuɗi sun ba da gudummawar kusan NOK miliyan 800 ga EBITDA.

Kalubale da kasada sun ci gaba

Duk da ƙaƙƙarfan aikin, Hydro yana fuskantar matsalolin farashi:

- Canjin farashin makamashi ya haifar da farashin albarkatun ƙasa (kamar wutar lantarki da kayan abinci na alumina) ya tashi da kashi 12% a duk shekara, yana matse ribar riba.

- A Turai, kasuwancin kayan fitar da kayayyaki ya ga raguwar samarwa da kashi 9% na shekara-shekara saboda ƙarancin buƙatu a fannin gine-gine, inda ribar riba ta ragu daga 15% a cikin shekarar da ta gabata zuwa 11%.

- Tallace-tallacen Alumina ya faɗi da kashi 6% na shekara-shekara saboda gyare-gyaren ƙima na abokin ciniki, wani ɓangare na fa'idodin haɓakar farashin.

- Kafaffen farashi (kamar gyaran kayan aiki da saka hannun jari na R&D) ya tashi da NOK miliyan 500 saboda hauhawar farashin kayayyaki.

Duba gaba, Hydro yayi shirinci gaba da inganta samar da shiTsarin iya aiki da kuma hanzarta ƙaddamar da ayyukan ta na aluminium kore a cikin Norway don saduwa da ƙarancin canjin carbon na duniya. Kamfanin yana tsammanin farashin aluminium ya kasance mai girma a cikin Q2 amma yayi kashedin yuwuwar koma baya da buƙatu saboda raguwar macroeconomy.