Hydro muva njeikhiphe kabusha yayo yezezimaliithekuengxenyeni yokuqala ka-2025, eveza ukukhula okumangalisayo ekusebenzeni kwayo. Ngekota, imali engenayo yenkampani inyuke ngo-20% unyaka nonyaka yafinyelela ku-NOK 57.094 billion, ngenkathi i-EBITDA elungisiwe yenyuka ngo-76% yaya ku-NOK 9.516 billion. Ngokuphawulekayo, inzuzo yensalela yenyuka isuka ku-NOK 428 million ngesikhathi esifanayo ngonyaka odlule yaya ku-NOK 5.861 billion, emele ukwanda konyaka ngonyaka okungaphezu kuka-1200% futhi yafinyelela inzuzo entsha yekota ephezulu eminyakeni yamuva.

Abashayeli ababili abakhulu babhebhethekise lokhu kukhula

1. Izintengo zempahla ezikhuphukayo:

Izintengo ze-alumina ne-aluminium yomhlaba wonke ziqhubekile nokukhula kwazo ku-Q1, ziqhutshwa isidingo esiqhubekayo se-aluminium embonini entsha yamandla—njengezimoto zikagesi nezinhlelo zokugcina amandla kanye nokulungiswa kwesikhashana kwamandla okukhiqiza i-alumina kwezinye izifunda. Isibonelo, intengo emaphakathi ye-aluminium ku-London Metal Exchange (LME) ku-Q1 2025 ikhuphuke cishe ngo-18%uma kuqhathaniswa nesikhathi esifanayongonyaka odlule, ukukhulisa ngokuqondile imali engenayo yenkampani kanye nenzuzo enkulu.

2. Amandla ohlobo lwemali athandwayo:

I-krone yase-Norwegian yehle cishe ngo-5% uma iqhathaniswa nezimali ezinkulu njengedola laseMelika ne-euro ku-Q1, okudala izinzuzo zokushintshana lapho iguqulela imali engenayo yaphesheya ibe yimali yasendaweni. Ngaphezulu kuka-40% wemali engenayo evela ezimakethe zaseNingizimu Melika naseNyakatho Melika, izici zezimali zinikele cishe i-NOK 800 million ku-EBITDA.

Izinselele nezingozi zisaqhubeka

Naphezu kokusebenza okuqinile, i-Hydro ibhekene nezingcindezi zezindleko:

- Izintengo eziguquguqukayo zamandla zibangele izindleko zempahla eluhlaza (njengogesi kanye ne-alumina feedstock) ukuthi zikhuphuke ngo-12% unyaka nonyaka, zacindezela ama-margins enzuzo angaphansi.

- E-Europe, ibhizinisi lezinto ze-extrusion lehle ngo-9% unyaka nonyaka emkhiqizweni ngenxa yesidingo esibuthakathaka emkhakheni wezokwakha, nezilinganiso zenzuzo zehla zisuka ku-15% ngonyaka owandulele zaya ku-11%.

- Ukuthengiswa kwe-alumina kwehle ngo-6% unyaka nonyaka ngenxa yokulungiswa kwempahla yekhasimende, okwehlise kancane izinzuzo zokunyuka kwamanani.

- Izindleko ezingaguquki (ezifana nokugcinwa kwemishini kanye nokutshalwa kwezimali kwe-R&D) zikhuphuke ngo-NOK 500 wezigidi ngenxa yokwehla kwamandla emali.

Uma ubheka phambili, uHydro uhlela ukwenza kanjaloqhubeka nokuthuthukisa ukukhiqizwa kwayoukuhlelwa kwamandla futhi kusheshiswe ukugunyazwa kwamaphrojekthi ayo e-aluminium eluhlaza eNorway ukuze kuhlangatshezwane nezidingo zoguquko lwekhabhoni ephansi emhlabeni jikelele. Inkampani ilindele ukuthi izintengo ze-aluminium zihlale ziphezulu ku-Q2 kodwa ixwayisa ngokudonsela emuva kwesidingo okungenzeka ngenxa yokwehla komnotho omkhulu.