LyondellBasell Industries NV (NYSE:LYB)

$ 57.89 -0.83 (-1.41%) Market Cap: 18.61 Bil Enterprise Value: 29.77 Bil PE Ratio: 17.81 PB Ratio: 1.50 GF Score: 66/100

Q4 2024 LyondellBasell Industries NV Earnings Call Transcript

Jan 31, 2025 / 04:00 PM GMT

Release Date Price: $75.7 (-0.55%)

Transcript 8-K

Key Points

Positve

LyondellBasell Industries NV (LYB) achieved a total recordable injury rate of 0.13 in 2024, marking the second lowest in the company's history.
The company generated $3.8 billion in cash from operations with a 90% cash conversion ratio, demonstrating strong cash flow management.
LYB returned $1.9 billion to shareholders through dividends and share repurchases, highlighting its commitment to shareholder returns.
The Value Enhancement Program exceeded expectations, contributing approximately $600 million to 2024 EBITDA.
The Circular and Low Carbon Solutions (LCS) business grew volumes by 65% in 2024, targeting $1 billion of incremental EBITDA by 2030.

Negative

2024 was a challenging year for the petrochemical industry, with fourth-quarter industry margins at about 60% of historical averages.
The Olefins and Polyolefins Europe, Asia, and International segment reported an EBITDA loss of $146 million due to weak demand and lower operating rates.
The refining segment incurred an EBITDA loss of $24 million in the fourth quarter, impacted by falling gasoline and diesel spreads.
The Advanced Polymer Solutions segment faced significantly lower demand from automotive customers, resulting in only $15 million in EBITDA for the fourth quarter.
The company anticipates higher ethane and natural gas costs in the first quarter of 2025, which could impact margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LYB.N - LyondellBasell Industries NV
Q4 2024 LyondellBasell Industries NV Earnings Call
Jan 31, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Lion Del Bassil Teleconference. At the request of Lion del PLL. This conference is being recorded for instant replay purposes. Following today's presentation, we will conduct a question and answer session.

I would now like to turn the conference over to Mr David Kinney, head of Investor relations. Thank you, sir.

You may begin.

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Unidentified_2 [2]
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Thank you operator. Before we begin the discussion, I would like to point out that a slide presentation of the company today's call and is available on our

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