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Porsche shares slip as 2024 guidance withdrawn amid expected impairment losses

Published 16/12/2024, 09:02 pm
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Investing.com -- Shares of Porsche (ETR:PSHG_p) were down on Monday after the company withdrew its full-year 2024 profit guidance after identifying an expected impairment loss in its investments in Volkswagen AG (OTC:VWAGY) and Porsche AG (ETR:P911_p). 

The holding company now expects a negative group result after tax for the financial year, reversing its previous projection of a profit in the range of €2.4 billion to €4.4 billion. 

The Board of Management clarified that the anticipated impairment stems from the lack of an approved financial plan from Volkswagen (ETR:VOWG_p) AG and Porsche AG that can be used for accounting purposes. 

As a result, Porsche SE has relied on external analysts’ expectations to estimate future cash flows for its impairment tests. 

These calculations have led to an expected write-down of between €7 billion and €20 billion on its stake in Volkswagen AG and between €1 billion and €2 billion on its holding in Porsche AG. 

Despite these adjustments, Porsche SE stated that the revalued carrying amounts for both investments will still remain significantly higher than their current stock market values.

The company sought to reassure investors that the impairment is non-cash-effective and will not influence the financial forecasts provided by Volkswagen AG and Porsche AG for 2024. 

Porsche SE also reiterated its strong financial position, confirming that it expects group net debt to fall within the previously stated range of €5.0 billion to €5.5 billion as of December 31, 2024. 

Additionally, the company reaffirmed its intention to distribute a dividend for the 2024 financial year.

Porsche SE’s in a statement said that the impairments are driven by accounting factors rather than operational or strategic issues. 

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