MIRA INFORM REPORT

 

 

Report Date :

27.11.2012

 

IDENTIFICATION DETAILS

 

Correct Name :

SHAKARGANJ MILLS LTD

 

 

Registered Office :

10th Floor, BOP Tower, 10-B, Block E 2, Gulberg III, Lahore

 

 

Country :

Pakistan

 

 

Financials (as on) :

30.09.2011

 

 

Year of Establishment :

1968

 

 

Com. Reg. No.:

0002673

 

 

Legal Form :

Public Limited Company

 

 

Line of Business :

manufacture, purchase and sale of sugar, ethanol, building material, yarn and engaged in generation and sale of electricity

 

 

No. of Employees :

800 employees

 

RATING & COMMENTS

 

MIRA’s Rating :

Ca

 

RATING

STATUS

PROPOSED CREDIT LINE

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

 

Status :

Moderate

Payment Behaviour :

Slow

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 – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2012)

Current Rating

(30.06.2012)

Pakistan

B2

B2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

pakistan - ECONOMIC OVERVIEW

 

Decades of internal political disputes and low levels of foreign investment have led to slow growth and underdevelopment in Pakistan. Agriculture accounts for more than one-fifth of output and two-fifths of employment. Textiles account for most of Pakistan's export earnings, and Pakistan's failure to expand a viable export base for other manufactures has left the country vulnerable to shifts in world demand. Official unemployment is 6%, but this fails to capture the true picture, because much of the economy is informal and underemployment remains high. Over the past few years, low growth and high inflation, led by a spurt in food prices, have increased the amount of poverty - the UN Human Development Report estimated poverty in 2011 at almost 50% of the population. Inflation has worsened the situation, climbing from 7.7% in 2007 to more than 13% for 2011, before declining to 9.3% at year-end. As a result of political and economic instability, the Pakistani rupee has depreciated more than 40% since 2007. The government agreed to an International Monetary Fund Standby Arrangement in November 2008 in response to a balance of payments crisis. Although the economy has stabilized since the crisis, it has failed to recover. Foreign investment has not returned, due to investor concerns related to governance, energy, security, and a slow-down in the global economy. Remittances from overseas workers, averaging about $1 billion a month since March 2011, remain a bright spot for Pakistan. However, after a small current account surplus in fiscal year 2011 (July 2010/June 2011), Pakistan's current account turned to deficit in the second half of 2011, spurred by higher prices for imported oil and lower prices for exported cotton. Pakistan remains stuck in a low-income, low-growth trap, with growth averaging 2.9% per year from 2008 to 2011. Pakistan must address long standing issues related to government revenues and energy production in order to spur the amount of economic growth that will be necessary to employ its growing population. Other long term challenges include expanding investment in education and healthcare, and reducing dependence on foreign donors.

Source : CIA


Business Name

 
SHAKARGANJ MILLS LIMITED

 

 

Full Address       

 

Registered & Principal Office

10th Floor, BOP Tower, 10-B, Block E 2, Gulberg III, Lahore, Pakistan

                       

Tel #

92 (21) 35783801 - 06 (6 Lines)

Fax #

92 (21) 35783811

 

 

Branches

           

(1) 12th Floor, Sidco Avenue Centre, 264 R.A. Lines, Karachi, Pakistan.

(2) Nishatabad, New Lahore Road, Faisalabad, Pakistan.

 

 

factories Location

 

l      Toba Road, Jhang, Pakistan.

l      63 K.M., Jhang-Sarghoda Road, Bhone, Pakistan.

 

 

Short Description Of Business

 

a.

Nature of Business        

It is principally engaged in manufacture, purchase and sale of sugar, ethanol, building material, yarn and engaged in generation and sale of electricity.

b.

Year Established

1968

    c.

Registration #

0002673

 

 

Auditors

           

A.F. Ferguson & Co.

(Chartered Accountants)

 

 

 

Legal Status

 

Shakarganj Mills Limited is a public limited Company incorporated in Pakistan, with its shares quoted on the Karachi and Lahore Stock Exchanges.

 

 

Details of Chief Executive / Directors

 

Names

Designation

Mr. Mazhar Karim

 

Mr. Ahsan M. Saleem

 

Mr. Ali Altaf Saleem

 

Mr. Khalid Bashir

 

Mr. Muhammad Anwar

 

Mr. Muhammad Arshad

 

Mr. Rubina Rizvi

Chairman

 

Chief Executive

 

Director

 

Director

 

Director

 

Director

 

Director

 

 

Categories of Shareholders               

 

Categories

    Percentage

Directors, CEO, their spouses and minor children

 

Associated Companies, undertakings & Related Parties

 

NIT & ICP

 

Banks, DFI’s, NBFI’s

 

Insurance Companies

 

Modarabas & Mutual Funds

 

Other Companies

 

Non-Resident

 

General Public

 

1.80

 

 

41.40

 

10.61

 

8.91

 

---

 

0.74

 

8.03

 

---

 

28.51

 

 

Associated Companies

 

(1) Shakarganj Food Products Limited, Pakistan.

(2) Shakarganj Research, Pakistan.

(3) Shakarganj Foundation, Pakistan.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

 

Products

 

It is principally engaged in manufacture, purchase and sale of sugar, ethanol, building material, yarn and engaged in generation and sale of electricity.

 

 

Number of Employees

 

800

 

 

Capacity And Production

 

                                                                                    2011                 2010

Sugar

 

Rated crushing capacity -

On the basis of 136 days (2010: 109 days) M.Tons      2,176,000             2,016,000

 

Actual cane crushed                                                   1,567,361              913,272

 

The low crushing was due to shortage of sugarcane and liquidity crunch. In the comparative figure of sugar, capacity includes 344,000 metric tonnes and actual crushing of 130,477 metric tonnes relating to Dargai Shah sugar unit sold during the current year.

 

 

Ethanol

On the basis of 295 days (2010: 109 days)           Liters       75,400,000         37,900,000   

 

Actual production                                               Liters       68,860,824          22,669,768

 

The actual production is 91% of the capacity which is within normal working standards.

 

             

Building Materials

 

On the basis of 201 days (2010: 116 days)

Working                                                         Cubic Meter           6,030                    3,480 

 

Actual production                                         Cubic Meter          5,920                   3,562

 

The actual production is 98% of the available capacity which is written within normal working standards.

 

 

Textile

 

Capacity (converted in 20s counts)                     Kgs.           7,599,022          7,557,169

 

Actual production (converted in 20s counts)      Kgs             4,130,728           7,320,414

 

The plant remained closed for five months due to very high cotton prices and comparatively low sale price of yarn.

           

Power

 

On the basis of 365 days (2010: 365 days)  Kwh      39,312,000       61,320,000       

 

Actual generation                                            Kwh      21,825,500           27,291,550  

 

The low production was due to closure of plant and shortage of raw material.

 

 

Customers

 

Various Local

 

 

Bankers

 

l      Allied Bank Limited, Pakistan.

l      MCB Bank Limited, Pakistan.

l      National Bank of Pakistan.

l      The Bank of Punjab, Pakistan.

l      United Bank Limited, Pakistan.

l      Standard Chartered Bank, Pakistan.

l      Silk Bank Limited, Pakistan.

l      Bank Alfalah Limited, Pakistan.

l      Faysal Bank Limited, Pakistan.

 

 

Financial Overview

 

The Company has been in a tight liquidity position for the previous few years. Our current ratio has been adversely affected due to reclassification of various long term obligations as short term borrowings. This has led to the current liabilities of the Company exceeding its current assets by Rs. 5,291 million. The management has taken a number of steps to overcome these issues including restructuring of loans and repayment of overdue markup, with cooperation from its existing lenders. As a part of the restructuring process, the Company has successfully disposed off several assets such as the Dargai Shah Sugar & Power Units, partial divestment of investments in Safeway Mutual Fund Limited, Asian Stocks Fund Limited and some agricultural lands. The Company has successfully negotiated with many of its lenders on bilateral terms and obtained various short term finance facilities to help overcome the liquidity crunch and increase capacity utilisation. The management is also confident that through the restructuring of borrowings and utilisation of improved liquidity in higher operational levels of sugarcane crushing and ethanol manufacturing and generation of adequate liquidity, the Company will be able to continue its operations in future. Shakarganj has always had a positive forward looking approach in its operations and hopes for positive future outlook for all its business segments. We expect to achieve economies in our overall operations by De-layering and simplifying our organizational layout, reducing costs company-wide, and economies of scale. Company operations for coming year would also improve as a result of various steps taken by the company especially our core businesses of sugar & ethanol.

 

 

Memberships

 

l      All Pakistan Sugar Mills Association.(APSMA)

 

 

Foreign Exchange Rates

 

Currency

 

Unit

Pakistani Rupee

US Dollar

1

           Rs. 96.40

UK Pound

1

           Rs. 151.90

Euro

1

           Rs. 122.00

 

 

Comments

 

Subject Company is well known and the 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.55.69

UK Pound

1

Rs.89.20

Euro

1

Rs.72.10

 

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%)

 

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