MIRA INFORM REPORT

 

 

Report Date :

04.06.2012

 

IDENTIFICATION DETAILS

 

Name :

ICI PAKISTAN LIMITED

 

 

Registered Office :

ICI House, 5 West Wharf, Karachi-74000

 

 

Country :

Pakistan

 

 

Financials (as on) :

31.12.2011

 

 

Year of Establishment :

1952

 

 

Com. Reg. No.:

0000535  

 

 

Legal Form :

Limited Liability Company listed on Karachi, Lahore and Islamabad Stock Exchanges

 

 

Line of Business :

manufacturer of polyester staple fibre, POY chips, soda ash, paints, specialty chemicals, sodium bicarbonate and polyurethanes, marketing of seeds, toll manufactured and imported pharmaceuticals and animal health products.

It also acts as an indenting agent and toll manufacturer

 

 

No. of Employees :

2,067

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Satisfactory

 

 

Payment Behaviour :

No Complaints

 

 

Litigation :

Clear 

 

NOTES:

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31st, 2012

 

Country Name

Previous Rating

(31.12.2011)

Current Rating

(31.03.2012)

Pakistan

B2

B2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

 


Business Name

 

ICI PAKISTAN LIMITED

 

 

Full Address       

 

Registered Address

ICI House, 5 West Wharf, Karachi-74000, Pakistan.

                       

Tel #

92 (21) 111-100-200, 32313717, 22 (5 Lines)

Fax #

92 (21) 32311739

Website

www.icipakistan.com

 

 

Short Description Of Business

 

a.

Nature of Business        

Company is engaged in the manufacture of polyester staple fibre, POY chips, soda ash, paints, specialty chemicals, sodium bicarbonate and polyurethanes, marketing of seeds, toll manufactured and imported pharmaceuticals and animal health products. It also acts as an indenting agent and toll manufacturer.

b.

Year Established

1952

c.

Registration #

0000535  

 

 

Regional Offices

           

In Islamabad, Multan, Lahore, Quetta, Peshawar, Faisalabad & Karachi

 

 

Auditors

 

KPMG Taseer Hadi & Co

(Chartered Accoutants)

 

 

Legal Status

 

ICI Pakistan Limited (“the Company”) is incorporated in Pakistan and is listed on Karachi, Lahore and Islamabad Stock Exchanges.

 

Details of Management

 

Names

Designation

Mr. M J Jaffer

 

Mr. Waqar A. Malik

 

Mr. Mueen Afzal

 

Mr. Ali A. Agha

 

Mr. Bart Kaster

 

Mr. Feroz Rizvi

 

Mr. M. Nawaz Tiwana

 

Mr. Derek W. Welch

Chairman

 

                         Chief Executive                        

 

Director

 

Director

 

Director

 

Director

 

Director

 

Director

 

 

Pattern of Shareholding           

 

(A) Represents the 75.81% shareholding of the ICI Omricon B.V., a subsidiary of AkzoNobel N.V.   

 

(B) Categories of Account Holders and Sub Account Holders as per Central Depository Register

 

Shareholders Categories

Shareholding Percentage (%)

Associated Companies (a)

 

Investment Companies

 

Insurance Companies

 

Joint Stock Companies

 

Others

 

Financial Institutions

 

Modaraba Companies

 

Mutual Funds

 

Individuals

 

Central Depository Company (b)

75.81

 

0.00

 

0.00

 

0.01

 

0.15

 

0.01

 

0.00

 

0.00

 

1.71

 

22.31

 

 

Associates                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

 

A.         Subsidiary

(1) ICI Pakistan PowerGen Limited (Wholly Owned Subsidiary).    

           

B.         Associated Companies

 (1) ICI Omricon B.V.

 

 

Products

           

Company is engaged in the manufacture of polyester staple fibre, POY chips, soda ash, paints, specialty chemicals, sodium bicarbonate and polyurethanes, marketing of seeds, toll manufactured and imported pharmaceuticals and animal health products. It also acts as an indenting agent and toll manufacturer.

 

 

Number of Employees

 

2,067

 

 

Annual Sales Turnover

(Last 2 Years)

 

Years

In Pak Rupees

2010

2011

39,532,506,000/-

44,802,489,000/-

 

 

           

Plant Capacity & Annual Production

 

- In metric tones except Paints which is in thousands of litres and PowerGen which is in thousand of Kilowatts:

                                               

                                                                      2011                                     2010                      

                                                        ----------------------------               -----------------------------

                                                        Annual          Production     Annual          Production

                                                        Name Plate                          Name Plate

                                                        Capacity                              Capacity       

 

            Polyester                               122,000         117,174            122,000           129,445          

            Soda Ash                               350,000         258,420            350,000           278,650                      

Paints                                         -                29,338               -                  34,748  

            Chemicals                                   -                  8,852               -                     9,082         

            Sodium Bicarbonate                  20,000          24,340             20,000            23,700

Note:

 

The capacity of Paints, Agrochemicals and Chemicals is indeterminable because these are multi-product plants involving varying processes of manufacture.

 

(1)      Soda Ash was produced as per market demand.

 

(2)      During the year the Agrochemicals plant was mothballed pending restructure of the Agrochemical and seeds business.           

 

 

Bankers

 

·         Askari Bank Limited, Pakistan.

·         Bank Alhabib Limited, Pakistan.

·         MCB Bank Limited, Pakistan.

·         Meezan Bank Limited, Pakistan.

·         Bank Alfalah Limited, Pakistan.

·         National Bank of Pakistan.

·         Citibank N.A., Pakistan.

·         Oman International Bank, Pakistan.

·         Deutsche Bank A.G., Pakistan.

·         Samba Bank Limited, Pakistan.

·         Faysal Bank Limited, Pakistan.

·         Standard Chartered Bank, Pakistan.

·         Habib Bank Limited, Pakistan.

·         The Royal Bank of Scotland, Pakistan.

·         United Bank Limited, Pakistan.

 

 

Overview

 

Net sales income (NSI) was up 14 percent over last year. The operating result was 23 percent lower than last year due almost entirely to a further deterioration in the availability of gas by SNGPL to the Soda Ash and Polyester Staple Fibre plants. During the year, the number of days gas was not available to our Soda Ash and Polyester Staple Fibre plants were 174 days and 186 days respectively, compared to 143 days and 108 days in 2010. The consequent financial impact on the operating result of using alternative expensive fuel was over Rs 825 million in 2011 compared to 2010. The operating result also includes an impairment charge of Rs 210 million, relating to the investment in ICI Pakistan PowerGen Limited, a 100 percent owned captive power company in accordance with International Financial Reporting Standards. This impairment has occurred due to the deterioration in the future prospects of the economic benefits of investment on account of severe gas undersupply to ICI Pakistan PowerGen Limited. In addition, your Company also incurred one off demerger expenses amounting to Rs 170 million. The Paints, Chemicals and Life Sciences businesses recorded strong growth in margins and operating result. The coal fired boiler project already approved by the Board, at a cost of over Rs 2 billion, is expected to be commissioned in Q2 2013. It will significantly improve the energy economics of the Soda Ash Business. Earnings per share at Rs 13.95 was lower by 20 percent compared with 2010. On a group basis (including the result of the wholly owned subsidiary ICI Pakistan PowerGen Limited) profit after tax for the year at Rs 2.17 billion was 12 percent lower compared with 2010.

Future Outlook

 

The domestic energy supply issues run deeper into the industrial sector, causing the cost of production to increase substantially and simultaneously decreasing the downstream demand hence affecting both the margins and volumes in the Soda Ash and Polyester Businesses. The Euro Zone crisis and weak growth in the US will also negatively affect the regional margins, thus putting additional pressure on profitability of the Soda Ash and Polyester Businesses. In addition, dumping of polyester and soda ash at uneconomical prices remains a major concern. Your Company is aggressively pursuing the matter with National Tariff Commission.

 

 

Memberships

 

·         Federation Pakistan Chamber of Commerce & Industry.(FPCCI)

 

 

Comments

 

Subject Company is well known and directors are resourceful and experienced businessmen. Trade relations are reported as fair.  Payments to creditors etc are reported as normal. Subject can be considered for normal business dealings at usual trade terms and conditions.

 

 


FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.55.92

UK Pound

1

Rs.86.03

Euro

1

Rs.69.13

 

INFORMATION DETAILS

 

Report Prepared by :

MNL

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

----

NB

New Business

----

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.