The following is a summary of the Transcontinental Inc. (TCLAF) Q4 2024 Earnings Call Transcript:

Financial Performance:

• Transcontinental reported a Q4 revenue decline of 3.9% to $749.3 million.

• Adjusted EBITDA for the quarter stood at $142.2 million, with a slight decrease due to incentive compensation expenses.

• Adjusted earnings per share for Q4 were $0.79, down from $0.83 in the previous year.

• Full year adjusted EBITDA grew by 5.1% to $469.4 million, primarily driven by cost reductions and positive exchange rate impacts.

• The fiscal year 2024 saw adjusted earnings per share increase by 15.3% to $2.34.

Business Progress:

• Transcontinental has made substantial strides in sustainability with SBTI-approved near-term emission targets.

• The company successfully launched recyclable packaging and a new BOPE line in South Carolina performing well.

• Achieved over $30 million in recurring savings as part of a three-year program targeting $40 million, improving profitability and financial position.

Opportunities:

• Looking into acquisition markets in all sectors for the fiscal year 2025 to complement their offerings and expand capacities.

• Continued improvement in the demand across end markets, particularly in the packaging sector, presents a growth opportunity despite anticipated pricing pressures.

Risks:

• The ongoing Canada Post strike poses a significant risk with a current profit impact estimated around $7 million, affecting volume related to radar and additional costs for alternate distribution networks.

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