Norsk Hydro: Shifting gear to capture opportunities in a new reality
14 Febbraio 2024 - 8:00AM
2023 was a year marked by the consequences of wars,
geopolitical rivalry and the battle against inflation, which led to
challenging markets and weaker financial results. However, while
managing the uncertainty in the short-term, Hydro is strengthened
in its conviction about the long-term commercial opportunities
arising from the green transition and the key role aluminium is set
to play.
Hydro is determined to pioneer the green aluminium transition,
powered by renewable energy. The green transition is progressing
with full force and aluminium demand from sectors supporting it
remains robust. To realize the low-carbon circular economy is not
easy and requires bold moves, but Hydro considers the green
transition a fundamental megatrend on which the company will
build.
In 2023, Hydro delivered an adjusted EBITDA of NOK 22,258
billion, down from the record year of 2022, as metal prices fell on
4 percent lower primary demand in the world outside China. In
European markets for extruded products, demand fell by 17 percent
year over year. Even with these changes, Hydro Extrusions delivered
their second highest adjusted EBITDA of NOK 6,480 million, as
growth in high-margin segments offset a large share of the volume
decline.
Hydro had an average return on capital employed of 11 percent
over the last five years, above the target of 10 percent over the
cycle. Reflecting the current volatile market environment, and a
year with high growth and return-seeking investments, the ARoaCE
for 2023 was 7.1 percent.
Improved earnings allow for competitive shareholder returns, and
since 2019, Hydro has distributed NOK 30.7 billion to shareholders.
The Board of Directors proposes to pay out NOK 7 billion in
shareholder distribution for 2023, 81.5 percent of net income,
where of NOK 2 billion in share buyback program.
Changing the aluminium game
The market for greener aluminium is growing at a high pace.
Combined with the roadmap Hydro has set out towards 2030 to pioneer
the green aluminium transition, the company believes in a
significant value creation potential for Hydro. Hydro’s ability to
utilize the company’s integrated value chain delivering low-carbon
products with a strong sustainability profile, will create value
for customers and shareholders alike.
Hydro is already a front-runner offering market leading
low-carbon products. The new 2030 strategy has several paths
leading towards net-zero by 2050 or earlier, stepping up the
efforts to decarbonize its value chain, changing the game for
aluminium. These include clear targets and tangible milestones
addressing climate, nature and social impacts from mining, refining
and energy generation, to electrolysis and extrusions as well as
ambitious targets to increase the use of post-consumer scrap.
Hydro has delivered strong relative shareholder return since
2020 and the company is uniquely positioned to continue generating
value in this new reality.
Investor contact: Martine Rambøl Hagen+47
91708918Martine.Rambol.Hagen@hydro.com
Media contact: Halvor Molland +47
92979797Halvor.Molland@hydro.com
This information is subject to the disclosure requirements
pursuant to Section 5-12 the Norwegian Securities Trading Act
- Norsk Hydro ASA Integrated Annual Report 2023_ENG
- Remuneration Report 2023 ENG
Grafico Azioni Lucapa Diamond (TG:NHY)
Storico
Da Nov 2024 a Dic 2024
Grafico Azioni Lucapa Diamond (TG:NHY)
Storico
Da Dic 2023 a Dic 2024