I-Motley Fool yasungulwa abafowethu u-Tom noDavid Gardner ngo-1993. Ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezisezingeni eliphezulu, sisiza izigidi zabantu ukuba zithole inkululeko yezezimali.
Siyakwamukela futhi siyabonga ngokuseseka kwakho. Kuleli qophelo, bonke ababambiqhaza bakumodi yokulalela kuphela kuze kube namuhla kuseseshini ye-Q&A. [Imiyalo Ye-opharetha] Ngifuna ukwazisa zonke izinhlangothi ukuthi umhlangano wanamuhla uyarekhodwa. Uma unokuthile okuphikisayo, unganqamula ngalesi sikhathi.
Sanibonani nonke. Siyabonga ngokubamba iqhaza kumakholi wekota yesine kanye nokuphela kwezimali zika-2021 ze-Mueller Aquatic Products. Izolo ntambama, sikhiphe isimemezelo sabezindaba esibika imiphumela yemisebenzi yethu yekota ephela ngoSepthemba 30, 2021. Ikhophi yokukhululwa kwabezindaba ingatholakala kuwebhusayithi yethu ethi www.muellerwaterproducts.com.
Scott Hall, uMongameli wethu kanye noMphathi Omkhulu; Isikhulu sethu Sezezimali u-Martie Zakas sizoxoxa ngemiphumela yethu yekota yesine nonyaka ogcwele, izimakethe zokuphela, kanye nalokho esikulindele onyakeni wezimali ka-2022.
Ikholi yanamuhla ekuseni iyarekhodwa futhi isakazwa bukhoma ku-inthanethi ku-inthanethi. Siphinde sashicilela amaslayidi kuwebhusayithi yethu ukuze ahambisane nengxoxo yanamuhla futhi sixazulule izitatimende ezibheke phambili kanye nezidingo zethu zokudalulwa okungezona ze-GAAP.
Kulokhu, sicela ubhekisele kusilayidi 2. Lesi slayidi sihlonza amamethrikhi ezezimali okungewona awe-GAAP ashiwo ekukhishweni kwabezindaba, amaslayidi, nalolu cingo lwenkomfa, futhi sidalula ukuthi kungani sikholelwa ukuthi la mamethrikhi ahlinzeka ngolwazi oluwusizo kubatshalizimali. Ukubuyisana phakathi kwezinyathelo zezimali ezingezona ze-GAAP kanye ne-GAAP kufakiwe ekukhululweni kwethu kwabezindaba kanye nolwazi olwengeziwe kuwebhusayithi yethu.
I-Slide 3 sethula izitatimende ezibheke phambili ezenziwe ngesikhathi socingo lwengqungquthela. Lesi silayidi siqukethe ulwazi oluyisixwayiso olukhomba izici ezibalulekile ezingabangela imiphumela yangempela ukuthi ihluke kakhulu kuleyo equkethwe ezitatimendeni ezibheke phambili. Sicela ubuyekeze amaslayidi 2 no-3 ngokugcwele.
Kulolu cingo lwengqungquthela, ngaphandle uma kushiwo ngenye indlela, zonke izinkomba zonyaka noma ikota ethile zibhekisela onyakeni wethu wezimali, ophela ngoSepthemba 30.
Shayela ku-1-800-834-5839 ukuze udlale futhi ikholi yenkomfa yanamuhla ekuseni phakathi kwezinsuku ezingu-30. Ukusakazwa kwewebhu okufakwe kungobo yomlando namaslayidi ahambisanayo azotholakala esigabeni sobudlelwano nabatshalizimali sewebhusayithi yethu okungenani izinsuku ezingama-90.
Ngiyabonga, Whit. Siyabonga ngokuhlanganyela nathi namuhla. Ngethemba ukuthi wonke umuntu ozwa ucingo lwethu uzoqhubeka ephephile futhi enempilo. Ikota yesine iqede unyaka onamandla ngendlela edumazayo, futhi naphezu kwalolu bhubhane oluqhubekayo nezinye izinselele, siyifinyelele le nhloso. Ngaphezu kwalolu bhubhane, siye sabhekana nezingqinamba eziningi onyakeni odlule, okuhlanganisa nokukhuphuka okukhulu kwezindleko zempahla esetshenziswayo nezinye, ukuphazamiseka kochungechunge lokuhlinzekwa kwezidingongqangi kanye nezinselelo zokuhlinzekwa kwabasebenzi, ezithinte ukusebenza kwethu nokusebenza kwethu engxenyeni yesine.
Ngifuna ukubonga wonke amalungu eqembu lethu ngokukhuthazela nokuzinikela kwawo onyakeni odlule njengoba eqhubeka nokusebenza kule ndawo yokusebenza engakaze ibonwe.
Ukuthengiswa kwethu okuhlanganisiwe kwengqikithi yekota yesine kukhuphuke ngo-11.4% kanti unyaka wonke kukhuphuke ngo-15.2%. Ngemva kokukhula kwerekhodi lokuthengisa engxenyeni yesithathu, sibe nesidingo esiqhubekayo esinamandla engxenyeni yesine, siqhutshwa ukwakhiwa kwezindawo zokuhlala ezintsha kanye nemisebenzi yokulungisa nokushintsha kukamasipala. Uma kuqhathaniswa namazinga angaphambi kobhubhane, ama-oda ekota yesine asephezulu, futhi ukusilela kwethu emikhiqizweni yengqalasizinda ekupheleni konyaka kufinyelele irekhodi eliphezulu.
Nakuba ukwehla kwe-EBITDA yethu elungisiwe engxenyeni yesine kwakubangelwa ikakhulukazi indawo yokusebenza eyinselele, sisazuze ukukhula ngo-6.8% kulo nyaka. Nakuba sizuze ukuthuthuka emananini entengo yemikhiqizo eminingi phakathi nekota, lokhu akwanele ukuqeda ukukhuphuka kwamandla emali. Silindele ukuthi izenzo zethu zamanje zentengo zidlule ukwehla kwamandla emali okulindelekile ngo-2022, sicabangela ukuthi izindleko zezinto ezibonakalayo ngeke zidlule amazinga amanje.
Ngaphezu kwalokho, phakathi nekota, iphothifoliyo yethu yomkhiqizo wama-valve okhethekile ihlangabezane nezikhathi ezinde zokulethwa kwezingxenye, ukubambezeleka kokuthunyelwa, futhi ukuhlelwa kabusha kwethu kwefekthri okuqhubekayo kuye kwaphazanyiswa ukuphazamiseka kwemisebenzi nezinselele zabasebenzi. Ngeneliseke kakhulu ngokuhamba kwemali kulo nyaka. Senze u-$94 wezigidi ekugelezeni kwemali kwamahhala. Ngemva kokuthola i-i2O Water ngezigidi ezingu-19.7 zamaRandi nokusabalalisa amaRandi ayizigidi ezingu-44.8 kubanikazi bamasheya, isimo sethu semali ekupheleni konyaka besinamandla kunonyaka odlule.
Sithenge kabusha u-$10 wezigidi zesitoko esivamile ngekota yesine futhi muva nje simemezele ukwenyuka kwesabelomali cishe okungaba ngu-5.5%. Sekukonke, nakuba ukuvala kwethu lo nyaka bekudumaza ngokombono wokuguqulwa kwezilinganiso, sizuze ukukhula okuqinile kwengenisomali futhi siyaqhubeka nokugxila ekunqobeni izinselele zokusebenza.
Sikholelwa ukuthi irekhodi lethu lokusalela emuva kwemikhiqizo yesikhathi esifushane, kuhambisana nokufezeka okulindelekile kwamanani entengo aphezulu, kuzosenza sikwazi ukuzuza ukuthengiswa okuphelele futhi silungise ukukhula kwe-EBITDA ngo-2022. Ngaphezu kwalokho, amaphrojekthi ethu amakhulu amathathu asezoqedwa, futhi uma seziqalile futhi zisebenza, silindele ukuhambisa ama-gross profit margins.
Ngikholelwa ukuthi njengoba siba inkampani yobuchwepheshe bamanzi esezingeni lomhlaba ehlinzeka ngezixazululo zengqalasizinda yamanzi ebalulekile, sisesimweni esihle sokusheshisa isu lethu futhi sithuthukise isiko lethu lokubulala.
Ngalokhu, ngizodlulisela ucingo kuMarty ukuze sixoxe ngekota yethu yesine nokusebenza konyaka ogcwele ka-2021.
Siyabonga, Scott, sanibonani nonke. Ngethemba ukuthi wena nomndeni wakho nizoqhubeka niphephile futhi niphilile. Ngizoqala ngemiphumela yethu yezimali ehlanganisiwe ye-GAAP kanye ne-non-GAAP yekota yesine ka-2021, bese ngibuyekeza ukusebenza komnyango wethu, futhi ekugcineni ngixoxe ngokungena nokuphuma kwemali yethu kanye ne-liquidity.
Ngekota yesine, ukuthengiswa kwethu okuhlanganisiwe bekungamaRandi ayizigidi ezingama-295.6, okuwukukhuphuka ngo-$30.3 wezigidi noma u-11.4% uma kuqhathaniswa nekota yesine yonyaka odlule. Lokhu kwenyuka kudalwe kakhulu ukukhuphuka kwempahla kanye nokukhuphuka kwamanani entengo yengqalasizinda. Uma kuqhathaniswa nekota yesine ka-2019 ngaphambi kwalolu bhubhane, ukuthengiswa kwethu okuhlanganisiwe kunyuke ngo-10.8%, okubonisa ukuthuthuka kwesidingo semakethe.
Uma kuqhathaniswa nekota yesine yangonyaka odlule, inzuzo yethu isiyonke kule kota yehle ngo-$7.6 wezigidi, noma u-8.1%, yaya kuma-US$86.3 wezigidi, nenzuzo isiyonke yama-29.2%. Isamba senzuzo yemaliji yehle ngamaphoyinti angama-620 ukusuka onyakeni odlule. Ukukhuphuka kwamanani entengo yengqalasizinda nokukhuphuka kokuthunyelwa kwempahla kuye kwaxazululwa ukwenyuka kwamandla emali kanye nokusebenza ngendlela engalungile kwemikhiqizo, okuhlanganisa nezinselelo zabasebenzi, ukuphazamiseka kochungechunge lokuhlinzekwa kwempahla kanye nomthelela wokuhlelwa kabusha kwefekthri yethu.
Izindleko zethu zempahla zikhuphuke ngo-18% unyaka nonyaka kule kota, ikakhulukazi ngenxa yokwenyuka kwezinto ezingavuthiwe, futhi intengo yezinto ezingavuthiwe inyuke inyanga nenyanga kanye nonyaka nonyaka. Izinto zethu zokusetshenziswa eziyinhloko yizinsimbi ezilahliwe nezinsimbi zethusi, amanani azo akhuphuke ngaphezu kuka-50% unyaka nonyaka.
Nakuba amanani ethu ethuthukile kusukela kukota edlule, ubudlelwano bethu bentengo/izindleko buye baba mubi ngekota yesithathu ilandelana. Uma kubhekwa ukushesha kwentengo yezinto ezingavuthiwe kule kota, ubudlelwano bentengo/izindleko abuzange buthuthuke njengoba bekulindelekile ngenxa yokwehla kwamandla emali. UScott uzodingida kabanzi mayelana nabashayeli bokwehla kwe-gross margin uma kuqhathaniswa nokulindelwe kamuva ocingweni lwengqungquthela.
Izindleko zokuthengisa, ezijwayelekile nezokuphatha zekota bezingama-US$56.6 wezigidi, okuwukunyuka kwama-US$4.5 wezigidi ngonyaka odlule. Isizathu esiyinhloko sokwenyuka kwaba ukutshalwa kwezimali, okuhlanganisa ukuthengwa kwe-i2O Water, imisebenzi ehlobene ne-IT kanye nezindleko ezihlobene nabasebenzi, kanye nokubuyiselwa emuva kokonga kwesikhashana kwe-T&E okuhlobene nalolu bhubhane kanye nokwehla kwamandla emali okuvamile. Iphesenti le-SG&A yokuthengiswa kwensalela ngekota yesine belingu-19.1%, uma liqhathaniswa no-19.6% ngesikhathi esifanayo ngonyaka odlule.
Imali engenayo yokusebenza ngekota yesine ibingamaRandi ayizigidi ezingama-27.8, ukwehla ngezigidi ezingama-US$12.9, noma ngo-31.7%, uma kuqhathaniswa namaRandi ayizigidi ezingama-40.7 ngesikhathi esifanayo ngonyaka odlule. Imali engenayo yokusebenza kwekota ihlanganisa ukuhlelwa kabusha kwesu kanye nezinye izindleko zamaRandi ayizigidi ezingu-1.9, ikakhulukazi ezihlobene nokuhlelwa kabusha kwefekthri esikumemezele ngaphambili.
Manje siphendukela emiphumeleni yethu ehlanganisiwe engeyona ye-GAAP. Imali engenayo yokusebenza eshintshile yaba ngamaRandi ayizigidi ezingama-29.7, ukwehla ngamadola ayizigidi eziyi-12.1 noma ngo-28.9% uma kuqhathaniswa namaRandi ayizigidi ezingama-41.8 ngesikhathi esifanayo ngonyaka odlule. Ukwehla kwamandla emali okuphakeme, ukusebenza kokukhiqiza okungekuhle, kanye nezindleko eziphakeme ze-SG&A kunciphisa amanani entengo aphezulu kanye nokwenyuka kwenani lengqalasizinda.
I-EBITDA elungisiwe ibingamadola ayizigidi ezingama-45.6 zamaRandi, ukwehla ngezigidi eziyi-12 zamaRandi noma ama-20.8%. Imajini elungisiwe ye-EBITDA ibingu-15.4%, amaphuzu angu-630 aphansi kunonyaka odlule. Ngonyaka ogcwele ka-2021, i-EBITDA yethu elungisiwe ibingama-US$203.6 wezigidi, inyuke ngo-6.8%, kanti imajini ye-EBITDA elungisiwe ibingu-18.4%.
Ingqikithi yezindleko zenzalo engxenyeni yesine ka-2021 yehle yaya ku-$4.4 million isuka ku-US$6 million ngesikhathi esifanayo ngonyaka odlule. Ukwehla kwezindleko zenzalo engxenyeni enkulu yekota kube ngenxa yokwehla kwezindleko zenzalo ngenxa yokuxhasa kwethu kabusha u-5.5% wamanothi aphezulu kanye no-4% wamanothi aphezulu.
Izinga lentela elisebenzayo ngekota libe ngama-24.3%, uma liqhathaniswa nama-24.8% ngonyaka odlule. Unyaka wonke, izinga lethu lentela elisebenzayo libe ngama-25.8%, uma liqhathaniswa nama-23.5% onyakeni odlule. Kule kota, imali yethu engenayo ephelele elungisiwe ngesheya ngalinye ibingu-$0.12, uma kuqhathaniswa no-$0.17 esikhathini esifanayo ngonyaka odlule.
Manje phendukela ekusebenzeni kwesegimenti, uqale ngengqalasizinda. Ukuthengiswa kwengqalasizinda bekungamaRandi ayizigidi ezingu-271.9, okuwukukhuphuka ngo-$29.9 million noma u-12.4% ngaphezu konyaka odlule, ikakhulukazi ngenxa yokwanda kwempahla, ikakhulukazi imishini yethu yokucisha umlilo, amavalvu ensimbi, imikhiqizo yethusi neyokulungisa kanye namanani aphezulu .
Imali engenayo yokusebenza eshintshile yaba amaRandi ayizigidi ezingu-46.2, ukwehla ngezigidi ezingu-10.6 zamaRandi noma u-18.7% kule kota, ngenxa yokwenyuka kwamandla emali, ukusebenza kabi kokukhiqiza kanye nokwenyuka kwemali esetshenziswa yi-SG&A kwasuswa kancane amanani entengo aphezulu kanye nokwenyuka kokuthengisa. I-EBITDA elungisiwe ibingamadola ayizigidi ezingama-59.3 zamaRandi, yehle ngamadola ayizigidi eziyi-10.3, noma ngo-14.8%, kanti imajini ye-EBITDA elungisiwe yayingama-21.8%. Imajini elungisiwe ye-EBITDA yonyaka ibingama-25.2%.
Vula ubuchwepheshe. Ingqikithi yokuthengiswa kweTechnologies ibingu-US$23.7 wezigidi, okuwukukhuphuka ngo-1.7% kunonyaka odlule, ikakhulukazi ngenxa yokuthola kwethu i-i2O Water. Ukuthengiswa kwensalela ye-organic kwehle kancane uma kuqhathaniswa nonyaka odlule, njengoba amanani aphezulu atholwe ukuthengiswa okuphansi. Ukulahlekelwa kokusebenza okulungisiwe kwaba amaRandi ayizigidi ezingu-4.3, kuyilapho ukulahlekelwa okulungisiwe kokusebenza konyaka odlule kwaba amaRandi ayizigidi ezingu-2.3. Lokhu kwenyuka kudalwe ngokuyinhloko ukusebenza okungekuhle, okuhlanganisa ukulungiswa kwempahla, izindleko ezikhuphukile ezihlobene nokuthola kwethu i-i2O Water, kanye nokwenyuka kwamandla emali, kodwa kwancishiswa ngokwengxenye ukukhuphuka kwamanani. Ukulahlekelwa kwe-EBITDA okulungiswe ngokobuchwepheshe bekungama-US$2.4 wezigidi, kanti ukulahlekelwa okulungisiwe kwe-EBITDA konyaka odlule bekungama-US$200,000.
Qhubeka ukhulume ngokuhamba kwemali. Ngonyaka ophele ngoSepthemba 30, 2021, imali iyonke ehlinzekwe imisebenzi yokusebenza ikhuphuke ngo-USD 16.4 million yaya ku-USD 156.7 million, ikakhulukazi ngenxa yentela eyizigidi ezingu-USD 22 ekhokhwe i-Walter Energy ngonyaka odlule. Kusukela ngoSepthemba 30, 2021, imali yethu yonke yokusebenza yehle ngo-$11.3 million yaya ku-$207.1 million. Iphesenti lesamba semali yokusebenza ekuthengisweni kwensalela linyuke lisuka ku-22.7% laya ku-18.6%, ikakhulukazi ngenxa yokwenyuka kwenzuzo yempahla.
Sitshale izigidi ezingu-16.6 zamaRandi ezindlekweni zezakhiwo engxenyeni yesine, sanyusa izindleko zethu zonyaka kuze kube manje zisuka ku-$67.7 wezigidi ngonyaka odlule zaya ku-$62.7 wezigidi. Ukwehla kwezindleko ezinkulu kulo nyaka kungaphansi kwebanga lethu elibuyekeziwe lesiqondiso, ikakhulukazi ngenxa yokwehla kwezinye izindleko ezihleliwe ngenxa yokuphazamiseka kwe-supply chain, okuhlanganisa nezindleko zemiklamo yethu emikhulu.
Ukuphuma kwemali kwamahhala konyaka kukhuphuke ngo-$21.4 wezigidi ukuya ku-US$94 wezigidi, kudlule imali engenayo elungisiwe. Kusukela ngomhlaka-30 Septhemba 2021, isikweletu sethu siphelele sasingu-$446.9 wezigidi, kanti ukheshi nokulingana nokheshi bekungama-US$227.5 wezigidi.
Ekupheleni kwekota yesine, isilinganiso sethu sokwenyuka kwezikweletu sikhuphuke sisuka ezikhathini ezingu-1.3 ekupheleni konyaka odlule saya izikhathi ezingu-1.1. Asizange sibe nemali ebolekiwe ngaphansi kwesivumelwano se-ABL ekupheleni konyaka, futhi asizange siyiboleke imali ngaphansi kwe-ABL yethu phakathi nonyaka. Njengesikhumbuzo, okwamanje asinaso isikweletu esikhokhwayo ngaphambi kukaJuni 2029.
Amanothi ethu eprimiyamu angu-4% awanayo inkontileka yokugcinwa kwezimali, futhi ngaphandle uma seqa isilinganiso esilinganiselwe sokutholakala, isivumelwano sethu se-ABL asikho ngaphansi kwanoma iyiphi inkontileka yokulungisa imali. Ngokwemininingwane yangomhla zingama-30 kuMandulo 2021, ngokwesivumelwano se-ABL, cishe sino-$158.7 wezigidi ezitholakala ngokweqile, okuletha isamba semali yethu ku-$386.2 million.
Ngamafuphi, siyaqhubeka nokuba ne-balance sheet eqinile futhi eguquguqukayo, kanye nemali eyanele kanye namakhono okusekela amathuba ethu okunikezwa kwezimali. Scott, buyela kuwe.
Ngiyabonga, Marty. Ngizokhuluma ngemiphumela yethu yekota yesine, ukwakheka okusha kwabaphathi, izimakethe zokuphela konyaka kanye nesiqondiso sonyaka ogcwele ka-2022. Ngemva kwalokho, sizovula ifoni ukuze sibuze imibuzo.
Njengoba kushiwo ngaphambili, kube nezinselelo eziningi ngekota ezithinte umkhawulo wethu wenzuzo enkulu futhi zaholela ekuguquleni okuphoxekile kwe-EBITDA, okwakungaphansi kunalokho ebesikulindele. Igebe lemali engenayo lilinganiselwa ku-$15 million, futhi izinselelo zabasebenzi zenza ngaphezu kwengxenye eyodwa kwezintathu yegebe. Izindleko eziphakeme zokwehla kwamandla emali, ukuthwala impahla kanye nogesi zihlangene nazo zibalele ngaphezu kwengxenye eyodwa kwezintathu yegebe.
Phakathi kwezinye izici, izinselele zokusebenza zephothifoliyo yethu yomkhiqizo wamavalvu akhethekile kanye nokulungiswa kwempahla okungekuhle kube nomthelela omkhulu kakhulu. Izinselele zabasebenzi ziye zaholela ekwenyukeni kwezindleko ezihlobene nesikhathi esengeziwe, izinzuzo, nokusebenza kahle. Sihlinzeka ngemiklomelo yokusebenza eyengeziwe kumalungu eqembu lemboni ukuze abone ukuzikhandla nokuzinikela kwawo kule ndawo yokusebenza eyinselele kakhulu.
Ukwengeza, noma kunenqubekelaphambili ekugomeni, ubhubhane lusaqhubeka nokusibekela izinselelo zabasebenzi. Ithimba lethu lisebenza eduze ukuze liqhubeke nokuthuthukisa ubudlelwano bethu nabasebenzi futhi liqinise imizamo yethu yokuqasha, ukuqeqesha nokugcina. Ukwehla kwamandla emali ezintweni ezingavuthiwe kuqhubekile nokuba yisici esingesihle kule kota. Sihlangabezane nokunye ukukhuphuka okulandelanayo kokwehla kwamandla emali kwempahla eluhlaza, okubangele izintengo zensimbi ezilahliwe nezethusi ezikhuphuke ngaphezu kwama-50% ngaphezu konyaka odlule.
Izintengo zezinto ezingavuthiwe ngeke ziqale ukusheshisa kuze kube ikota yesibili ka-2021. Ngakho-ke, silindele ukuthi uma amanani engaqhubeki nokukhuphuka, ukukhuphuka kwamanani ezinto ezibonakalayo engxenyeni yokuqala yonyaka kuzoba nomthelela omkhulu kakhulu.
Esikhathini esidlule, senze ngempumelelo ukukhuphuka kwentengo njengoba kudingeka ukuze kubuyiselwe izindleko zokwehla kwamandla emali phakathi nomjikelezo. Izenzo zethu zamanani onyaka odlule, okuhlanganisa ukukhuphuka kwamanani kwamahhala emikhiqizweni eminingi, kuyasiza ekunciphiseni ukwehla kwamandla emali, njengoba sibona ukwenyuka okuphawulekayo kwamanani ekota engxenyeni yesine. Ngeshwa, ukusilela emuva kwerekhodi kunweba isikhathi sokuthola inzuzo yamanani esimeme. Ngakho-ke, silindele ukuthi intengo/izindleko ngeke zibe zinhle kwikota ngayinye kuze kube maphakathi no-2022. Ngalesi sikhathi, silindele ukuthi izenzo zethu zamanje zentengo zidlule ukwehla kwamandla emali okulindelekile ngo-2022. Le nkolelo ithatha ngokuthi izindleko zezinto akumele zikhuphuke ngale kwezinga lamanje.
Isidingo esinamandla esiye sabhekana naso siholele ekungaphumeleli kokukhiqiza okuthile, okubangelwe ukukhula okusheshayo kokukhiqizwa, ikakhulukazi engxenyeni yesibili yalo nyaka. Njengoba isidingo sikhula, kufanele siqhube izisekelo zethu ngezikhathi eziphakeme kakhulu, okuholela ezindlekweni zamandla eziphakeme kakhulu. Ukuphazamiseka kwe-supply chain nakho kuholele ezindlekweni eziphakeme zokuthutha kanye nezikhathi ezinde zokulethwa kwezinye izingxenye ezithengiwe zezinkampani zangaphandle.
Ithimba lethu le-supply chain lihlezi ligxile ekutholeni izinsiza ezidingekayo ngesikhathi futhi lisebenza kanzima ukuthola eminye imithombo lapho kungenzeka. Nakuba sikholelwa ukuthi izenzo zethu zizosenza sikwazi ukukhulisa ukuthunyelwa ukuze sihlangabezane nesidingo, silindele ukuthi ukuphazamiseka kwe-supply chain kanye nokuhlinzekwa kwabasebenzi kuzoqhubeka nokuba yizici ezingezinhle ngonyaka ozayo.
Ngekota yesine, iphothifoliyo yethu yomkhiqizo we-valve ekhethekile ibhekane nezinselele ezinkulu zokusebenza, ezihlanganisa cishe u-15% wokuthengiswa konyaka. Le mikhiqizo ivamise ukusetshenziselwa amaphrojekthi amakhulu anezikhathi ezinde zokuhola. Ngenxa yezikhathi ezinde zokukhiqiza nezokulethwa, igebe phakathi kokwehla kwamandla emali kanye nokuthuthukiswa kwentengo lingase lidlule izinyanga eziyisishiyagalolunye.
Ukwengeza, njengesikhumbuzo, samemezela iphrojekthi enkulu yokuhlelwa kabusha kwefekthri engxenyeni yesibili ka-2021. Ngaleso sikhathi, sasilindele indawo yokusebenza ehlukile. Isidingo esinamandla, ukuphazamiseka kokuthengwa kwempahla kanye nezinselelo zabasebenzi kuthinte ukuthunyelwa kwale mikhiqizo futhi kwenyusa izindleko zoshintsho lokuhlelwa kabusha kwefekthri yethu. Sihlala siqiniseka ukuthi sizoluqeda ngokugcwele lolu shintsho futhi silusheshise ngo-2023, futhi silethe izinzuzo zemayini yenzuzo ngokufanele.
Sisanda kumemezela uhlaka olusha lokuphatha oluqala ngekota yokuqala ka-2022. Isakhiwo esisha sihlose ukukhulisa ukukhula kwemali engenayo, ukukhuthaza ukusebenza kahle kokusebenza, ukusheshisa ukuthuthukiswa komkhiqizo omusha kanye nokwenza ngcono inzuzo. Sikholelwa ukuthi isakhiwo esisha sisivumela ukuthi sithuthukise ukukhula kwesikhathi eside futhi sikhulise amamajini enzuzo, kuyilapho sisiza ukusheshisa ukuthengiswa kwemikhiqizo yethu yobuchwepheshe kanye nenkundla yesofthiwe ye-Sentryx.
Amayunithi amabili ebhizinisi asanda kuqanjwa i-Water Flow Solutions kanye ne-Water Management Solutions. Iphothifoliyo yomkhiqizo we-Water Flow Solutions ihlanganisa amavalvu esango lensimbi, amavalvu akhethekile kanye nemikhiqizo yethusi yesevisi. Isamba sokuthengiswa kwemikhiqizo evela ebhizinisini le-Water Flow Solutions kubalele cishe u-60% wokuthengiswa okuphelele okuhlanganisiwe ngo-2021.
Isikhathi sokuthumela: Nov-11-2021
