MIRA INFORM REPORT

 

 

Report Date :

30.08.2013

 

IDENTIFICATION DETAILS

 

Name :

FUJI HEAVY INDUSTRIES LTD.

 

 

Registered Office :

Subaru Bldg., 1-7-2, Nishishinjuku Shinjuku-Ku, 160-8316

 

 

Country :

Japan

 

 

Financials (as on) :

31.03.2013

 

 

Date of Incorporation :

27.12.1945

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Manufacture of motor vehicles

 

 

No. of Employees :

27,509

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

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

 

Status :

Good

Payment Behaviour :

Regular

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, 2013

 

Country Name

Previous Rating

(31.12.2012)

Current Rating

(31.03.2013)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A small agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. While self-sufficient in rice production, Japan imports about 60% of its food on a caloric basis. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Modest economic growth continued after 2000, but the economy has fallen into recession three times since 2008. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake and the ensuing tsunami in March disrupted manufacturing. The economy has largely recovered in the two years since the disaster, but reconstruction in the Tohoku region has been uneven. Newly-elected Prime Minister Shinzo ABE has declared the economy his government's top priority; he has pledged to reconsider his predecessor's plan to permanently close nuclear power plants and is pursuing an economic revitalization agenda of fiscal stimulus and regulatory reform and has said he will press the Bank of Japan to loosen monetary policy. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2012 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2012. The new government will continue a longstanding debate on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy.

Source : CIA


Company name and address

Top of Form

Fuji Heavy Industries Ltd.

                                                                                                                                                   

 

Subaru Bldg., 1-7-2, Nishishinjuku

 

 

Shinjuku-Ku, 160-8316

Japan

 

 

Tel:

81-3-33472111

Fax:

81-3-33472015

 

www.fhi.co.jp

 

Employees:

27,509

Company Type:

Public Parent

Corporate Family:

111 Companies

Traded:

Tokyo Stock Exchange:

7270

Over The Counter:

FUJHY

Incorporation Date:

27-Dec-1945

Auditor:

KPMG AZSA LLC

Financials in

 USD (mil)

Fiscal Year End:

31-Mar-2013

Reporting Currency:

Japanese Yen

Annual Sales:

23,056.0  1

Net Income:

1,441.3

Total Assets:

16,765.6  2

Market Value:

19,691.2

 

(16-Aug-2013)

                                   

Business Description    

 

Fuji Heavy Industries Ltd. is a mainly engaged in the manufacture and sale of automobile. The Company engaged in four business segments. The Automobile segment is engaged in the manufacture sale and repair of mini vehicles, compact cars, ordinary vehicles and related parts. The Aerospace segment is engaged in the manufacture sale and repair of airplanes, aerospace-related equipment and parts. The Industrial Machinery segment is engaged in the manufacture sale and repair of motors and motor on-board equipment, agricultural machinery, forestry machinery and construction machinery, as well as other machinery and equipment. The Others segment is engaged in the manufacture, sale and repair of dustcarts, as well as the leasing of real estate properties. As of March 31, 2012, the Company had 93 subsidiaries and seven associated companies. On January 1, 2013, the Company sold its garbage collection vehicle business, and all the stake in DAIWA SHOKO CO.,LTD. and a Japan-based company. For the three months ended 30 June 2013, Fuji Heavy Industries Ltd. revenues increased 28% to Y546.93B. Net income increased from Y16.35B to Y48.47B. Revenues reflect The Automobile Business segment increase of 30% to Y513.25B, Aerospace Business segment increase of 32% to Y24.33B. Net income benefited from The Automobile Business segment income increase from Y15.61B to Y64.9B, Aerospace Business segment income increase from Y228M to Y3.89B.

          

Industry                                                                                                                                     

 

Industry

Motor Vehicle Manufacturing

ANZSIC 2006:

231 - Motor Vehicle and Motor Vehicle Part Manufacturing

ISIC Rev 4:

2910 - Manufacture of motor vehicles

NACE Rev 2:

2910 - Manufacture of motor vehicles

NAICS 2012:

336112 - Light Truck and Utility Vehicle Manufacturing

UK SIC 2007:

2910 - Manufacture of motor vehicles

US SIC 1987:

3711 - Motor Vehicles and Passenger Car Bodies

 

                      

Key Executives            

   

 

Name

Title

Yasuyuki Yoshinaga

President, Chief Executive Officer, Representative Director

Motokiyo Nomura

President

Masami Iida

Executive Officer, Deputy Chief Director of 2nd Subaru Overseas Sales

Kazuo Hosoya

Executive Officer, Director of Human Resources

Kazunori Yamafuji

Director of General Affairs

   

Significant Developments                                                                                                                 

 

Topic

#*

Most Recent Headline

Date

Divestitures

1

ShinMaywa Industries LTD Acquires Business and Two Companies from Fuji Heavy Industries Ltd

7-Jan-2013

Strategic Combinations

1

Pang Da Automobile Trade Co Ltd to Set up Joint Venture with Fuji Heavy Industries Ltd

18-Jan-2013

General Products

1

Fuji Heavy Industries Ltd's Subaru Recalls Vehicles In US For Lighting Issue-Reuters

3-Jan-2013

Other Earnings Pre-Announcement

2

Fuji Heavy Industries Ltd Amends Consolidated Full-year Outlook for FY Ending March 31, 2013; Announces Midterm Dividend Payment and Raises Year-end Dividend for FY Ending March 2013

30-Oct-2012

Positive Earnings Pre-Announcement

2

Fuji Heavy Industries Ltd Raises Full-year Consolidated Outlook and Year-end Dividend Forecast for FY 2013

26-Apr-2013

      

Financial Summary                                                                                                                        

 

As of 30-Jun-2013

Key Ratios

Company

Industry

Current Ratio (MRQ)

1.50

1.64

Quick Ratio (MRQ)

1.13

1.09

Debt to Equity (MRQ)

0.56

0.50

Sales 5 Year Growth

4.00

-5.43

Net Profit Margin (TTM) %

7.48

2.68

Return on Assets (TTM) %

10.19

0.82

Return on Equity (TTM) %

27.48

4.61

 

 

 

 

Stock Snapshot                                    

 

Traded: Tokyo Stock Exchange: 7270

 

As of 16-Aug-2013

   Financials in: JPY

Recent Price

2,461.00

 

EPS

161.27

52 Week High

2,882.00

 

Price/Sales

1.01

52 Week Low

605.00

 

Dividend Rate

15.00

Avg. Volume (mil)

13.65

 

Price/Earnings

12.58

Market Value (mil)

1,926,633.00

 

Price/Book

3.23

 

 

 

Beta

1.44

 

Price % Change

Rel S&P 500%

4 Week

-12.48%

-7.17%

13 Week

0.86%

10.62%

52 Week

272.31%

147.35%

Year to Date

128.72%

72.10%

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = JPY 82.97047
2 - Balance Sheet Item Exchange Rate: USD 1 = JPY 94.08855

 

 

Corporate Overview

 

Location
Subaru Bldg., 1-7-2, Nishishinjuku
Shinjuku-Ku, 160-8316
Japan

 

Tel:

81-3-33472111

Fax:

81-3-33472015

 

www.fhi.co.jp

Quote Symbol - Exchange

7270 - Tokyo Stock Exchange

Sales JPY(mil):

1,912,968.0

Assets JPY(mil):

1,577,454.0

Employees:

27,509

Fiscal Year End:

31-Mar-2013

 

Industry:

Auto and Truck Manufacturers

Incorporation Date:

27-Dec-1945

Company Type:

Public Parent

Quoted Status:

Quoted

 

President, Chief Executive Officer, Representative Director:

Yasuyuki Yoshinaga

 

Industry Codes

 

ANZSIC 2006 Codes:

231

-

Motor Vehicle and Motor Vehicle Part Manufacturing

6712

-

Non-Residential Property Operators

2394

-

Aircraft Manufacturing and Repair Services

2499

-

Other Machinery and Equipment Manufacturing Not Elsewhere Classified

2461

-

Agricultural Machinery and Equipment Manufacturing

2439

-

Other Electrical Equipment Manufacturing

 

ISIC Rev 4 Codes:

2910

-

Manufacture of motor vehicles

2710

-

Manufacture of electric motors, generators, transformers and electricity distribution and control apparatus

6810

-

Real estate activities with own or leased property

293

-

Manufacture of parts and accessories for motor vehicles

2821

-

Manufacture of agricultural and forestry machinery

3030

-

Manufacture of air and spacecraft and related machinery

2811

-

Manufacture of engines and turbines, except aircraft, vehicle and cycle engines

 

NACE Rev 2 Codes:

2910

-

Manufacture of motor vehicles

293

-

Manufacture of parts and accessories for motor vehicles

3030

-

Manufacture of air and spacecraft and related machinery

2811

-

Manufacture of engines and turbines, except aircraft, vehicle and cycle engines

2711

-

Manufacture of electric motors, generators and transformers

6820

-

Renting and operating of own or leased real estate

2830

-

Manufacture of agricultural and forestry machinery

 

NAICS 2012 Codes:

336112

-

Light Truck and Utility Vehicle Manufacturing

336411

-

Aircraft Manufacturing

333611

-

Turbine and Turbine Generator Set Units Manufacturing

335312

-

Motor and Generator Manufacturing

336310

-

Motor Vehicle Gasoline Engine and Engine Parts Manufacturing

336419

-

Other Guided Missile and Space Vehicle Parts and Auxiliary Equipment Manufacturing

336412

-

Aircraft Engine and Engine Parts Manufacturing

333111

-

Farm Machinery and Equipment Manufacturing

531120

-

Lessors of Nonresidential Buildings (except Miniwarehouses)

 

US SIC 1987:

3711

-

Motor Vehicles and Passenger Car Bodies

3721

-

Aircraft

3714

-

Motor Vehicle Parts and Accessories

3523

-

Farm Machinery and Equipment

3769

-

Guided Missile Space Vehicle Parts and Auxiliary Equipment, Not Elsewhere Classified

3724

-

Aircraft Engines and Engine Parts

3511

-

Steam, Gas, and Hydraulic Turbines, and Turbine Generator Set Units

6512

-

Operators of Nonresidential Buildings

3621

-

Motors and Generators

 

UK SIC 2007:

2910

-

Manufacture of motor vehicles

2811

-

Manufacture of engines and turbines, except aircraft, vehicle and cycle engines

2711

-

Manufacture of electric motors, generators and transformers

68209

-

Letting and operating of own or leased real estate (other than Housing Association real estate and conference and exhibition services) n.e.c.

293

-

Manufacture of parts and accessories for motor vehicles

28301

-

Manufacture of agricultural tractors

3030

-

Manufacture of air and spacecraft and related machinery

 

Business Description

Fuji Heavy Industries Ltd. is a mainly engaged in the manufacture and sale of automobile. The Company engaged in four business segments. The Automobile segment is engaged in the manufacture sale and repair of mini vehicles, compact cars, ordinary vehicles and related parts. The Aerospace segment is engaged in the manufacture sale and repair of airplanes, aerospace-related equipment and parts. The Industrial Machinery segment is engaged in the manufacture sale and repair of motors and motor on-board equipment, agricultural machinery, forestry machinery and construction machinery, as well as other machinery and equipment. The Others segment is engaged in the manufacture, sale and repair of dustcarts, as well as the leasing of real estate properties. As of March 31, 2012, the Company had 93 subsidiaries and seven associated companies. On January 1, 2013, the Company sold its garbage collection vehicle business, and all the stake in DAIWA SHOKO CO.,LTD. and a Japan-based company. For the three months ended 30 June 2013, Fuji Heavy Industries Ltd. revenues increased 28% to Y546.93B. Net income increased from Y16.35B to Y48.47B. Revenues reflect The Automobile Business segment increase of 30% to Y513.25B, Aerospace Business segment increase of 32% to Y24.33B. Net income benefited from The Automobile Business segment income increase from Y15.61B to Y64.9B, Aerospace Business segment income increase from Y228M to Y3.89B.

 

More Business Descriptions

Fuji Heavy Industries Ltd. (FHI) is a Japan-based company. The Company is a manufacturer of transportation and aerospace-related products and the maker of Subaru automobiles. The Company is engaged in four business segments: automobiles, industrial products, aerospace and other business fields (including eco-related equipment) The Company operates in United States, Canada and Europe. The Company’s products include Legacy, Impreza, Forester, Exiga, Tribeca, Stella, R1, R2, Plea, Samber, Robin engines, power generators, pumps, aircraft, parts of space-related devices, garbage collection vehicles and specialised vehicles. The Company’s subsidiaries include Fuji Machinery Co., Ltd., Ichitan Co., Ltd., Kiryu Industrial Co., Ltd., Subaru Tecnica International Inc. and Subaru Kosan Co., Ltd.

The Company’s automobile segment is engaged in the business of manufacture, repair and sales of minicars, small cars, passenger cars and their components. The aerospace segment is engaged in manufacture, repair and sales of airplanes aerospace-related machinery and their components. The industrial products segment is engaged in manufacture, repair and sales of generators, engine-equipped machinery, agricultural machinery, construction machinery other machine tools and their components. The others segment is engaged in manufacture, sales, repair and service of sweeper,eco-related machinery

 

Manufacture of general transportation equipment: automobiles, industrial engines, rolling stock, buses and aircraft

 

Automobile & Aerospace-Related Products

 

Fuji Heavy Industries Ltd. (FHI) is a manufacturer of transportation and aerospace related products. The company's product portfolio includes airplanes, aerospace-related machinery, mini-cars, passenger cars, generators, engine-equipped machinery, and construction machineryThe company operates its business through four reportable segments, namely, Automobiles, Aerospace, Industrial Products and Other. The Automobile segment carries out the manufacture, repair and sale of minicars, small cars, passenger cars and their components. The key automobile models of the company include Tribeca, Legacy, Forester, Outback, Impreza, Samber, Stella and Impreza. The company operates this segment through Subaru Automotive Business. For the fiscal year ended 2011, the company reported revenue of JPY1,452,207m for the Automobile segment, reflecting an increase of 12.19% over revenue in 2010. The segment accounted for 91.9% of the company’s total revenue in 2011. The company operates Aerospace segment through The Aerospace Company. It manufactures and sells airplanes, aerospace-related equipment and parts. It also focuses on development, design and manufacture of next-generation Maritime Patrol Aircraft and Cargo Transport Aircraft. For the fiscal year ended 2011, the company reported revenue of JPY82,817m for the Aerospace segment, reflecting an decrease of 1.16% over revenue in 2010. The segment accounted for 5.2% of the company’s total revenue in 2011. The Industrial Products segment carries out the manufacture, repair and sale of machinery for agricultural, forestry and constructional use. Its products include power generators, engine-equipped machinery, pumps, construction machinery, other machine tools and their components. FHI operates this segment through Industrial Products Company. For the fiscal year ended 2011, the company reported revenue of JPY30,061m for the Industrial Products segment, reflecting an increase of 25.71% over revenue in 2010. The segment accounted for 1.9% of the company’s total revenue in 2011. FHI operates Other segment through Eco Technologies Company. It is involved in the manufacture, repair and sale of garbage collection vehicles, specialized vehicles, dustcarts and lease of real estate. It also carries out the wind-power generation business. For the fiscal year ended 2011, the company reported revenue of JPY15,478m for the Others segment, reflecting a decrease of 9.54% over revenue in 2010. The segment accounted for 1% of the company’s total revenue in 2011. The company's manufacturing facilities are located in Tokyo, Saitama, Gunma, Tochigi, Aichi, Japan; New Jersey, Indiana, the US; Belgium, Netherlands, Singapore and China. FHI's subsidiaries include, Fuji Machinery Co., Ltd, Subaru Kosan Co., Ltd., Ichitan Co., Ltd, Kiryu Industrial Co., Ltd, Yusoki Kogyo K.K., and Yusoki Kogyo K.K. Geographically, the company operates in five regions, namely, Japan, North America, Europe, Asia and other. For the fiscal year ended 2011, the North America accounted 45.9% of the company’s total revenue, followed by Japan with 29.6%, Europe with 8%, Asia with 8.8% and Others with 7.7% revenue. In March 2012, the company plans to transfer refuse collector business and integrate its business with ShinMaywa Industries, Ltd. The company declared to assign its wind-power generator business to Hitachi Ltd. During the same month, the company introduced Subaru XV Crosstrek at the New York International Auto Show. The company introduced eyesight driving assist system in North America. In February 2012, the company introduced SUBARU BRZ, a fun sports car in the Japanese market. In November 2011, the company launched Subaru Impreza.

 

Fuji Heavy Industries Ltd. (FHI) is one of the leading manufacturers of transportation and aerospace-related products. The company carries out the manufacture, repair and sales of mini-cars, small and passenger cars, airplanes, aerospace-related machinery, generators, engine-equipped machinery, agricultural machinery and construction machinery. It is also involved in the business of real estate and wind-power generation. The company conducts its business through four segments, namely, Automobiles, Aerospace, Industrial Products and Other. Its manufacturing plants are located in Tokyo, Saitama, Gunma, Tochigi, Aichi, Japan; New Jersey, Indiana, the US; Belgium, Netherlands, Singapore and China. Geographically, the company operates in various countries including the US, Canada, Germany, Switzerland, the UK and Australia. FHI is headquartered in Tokyo, Japan. The company aims to offer enjoyment and peace of mind to its customers through its advanced technologies. In line to this, the company introduced eyesight driving assist system, which manages various safety functions and enhances all-round safety driving experience.The company reported revenues of (Yen) JPY 1,912,968.00 million during the fiscal year ended March 2013, an increase of 26.09% over 2012. The operating profit of the company was JPY 111,695.00 million during the fiscal year 2013, an increase of 314.44% over 2012. The net profit of the company was JPY 119,588.00 million during the fiscal year 2013, an increase of 211.00% over 2012.

 

Automobile and Light Duty Motor Vehicle Manufacturing

 

 

 

 

 

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

1,912,968.0

Net Income:

119,588.0

Assets:

1,577,454.0

Long Term Debt:

201,083.0

 

Total Liabilities:

982,089.0

 

Working Capital:

24.8

 

 

 

Date of Financial Data:

31-Mar-2013

 

1 Year Growth

26.1%

211.0%

16.6%

 

Market Data

Quote Symbol:

7270

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

2,461.0

Stock Price Date:

08-16-2013

52 Week Price Change %:

272.3

Market Value (mil):

1,926,632,960.0

 

SEDOL:

6356406

ISIN:

JP3814800003

 

Equity and Dept Distribution:

FY'94-'02 WAS estimated. 07/2004, Company acquired Yusoki Kogyo K.K. FY'04-'07 Q1&Q3, FY'08 Q3's WAS=O/S. 12/03&04&05 WAS & O/S estimated. FY'08 1Q O/S=WAS.

 

 

Subsidiaries

Company

Percentage Owned

Country

Fuji Machinery Co Ltd

100%

JAPAN

Changzhou Fuji Changchai Robin Gasoline Engine Co Ltd

 

PEOPLE'S REPUBLIC OF CHINA

Subaru Technica International Inc

100%

JAPAN

Subaru France SAS

 

FRANCE

Subaru Norge AS

100%

NORWAY

Yusoki Kogyo KK

100%

JAPAN

Subaru Finance Co Ltd

100%

JAPAN

Tokyo Subaru Inc

100%

JAPAN

Subaru of America Inc

100%

USA

Fuji Heavy Industries USA Inc

100%

USA

Subaru Research & Development Inc

100%

USA

Subaru of Indiana Automotive Inc

100%

USA

Kiryu Industrial Co Ltd

97.7%

JAPAN

Subaru Kosan Co Ltd

100%

JAPAN

Ichitan Co Ltd

100%

JAPAN

Subaru of China Inc

100%

PEOPLE'S REPUBLIC OF CHINA

Subaru Canada Inc

100%

CANADA

Subaru Europe SA/NV

 

BELGIUM

 

 

 

 

Shareholders

 

 

Major Shareholders

Toyoto Motor Corporation (16.48%); The Master Trust Bank of Japan Ltd (5.49%)

 

 

 

 

 

Key Corporate Relationships

Auditor:

KPMG AZSA LLC

 

Auditor:

KPMG AZSA LLC, KPMG AZSA Co

 

 

 

 

 

 

 

 

 

Strengths/Weaknesses (SWOT)



 

Helpful
to achieving the objective

Harmful
to achieving the objective

Internal Origin
(attributes of the organization)

Strengths

·        Strong Financial Performance

·        Broad Product Portfolio

·        Geographic Diversification

Weaknesses

·        Product Recalls

External Origin
(attributes of the environment)

Opportunities

·        Growing Demand for Hybrid Electric Vehicles

·        Product Innovation

·        Growing Potential in the Emerging Markets

Threats

·        Increasing Input Costs

·        Effect of Natural Disasters

·        Intense Competition

 

 

Overview

 

Fuji Heavy Industries Ltd. (FHI) is a global manufacturer of transportation and related products. As a maker of Subaru automobiles, the company offers an array of passenger cars and components. Geographic diversification and broad product portfolio offers a competitive edge over its competitors. FHI could develop through growth opportunities including favorable Chinese market and new product innovation. However, intense competition along with natural disasters could adversely affect the company’s business activities.

 

 

Strengths

 

Strong Financial Performance

FHI reported strong financial performance for the fiscal year ended March 2011, reflecting its ability to fulfill operational and business expansion needs. The company reported revenue of JPY1,580,563m for the fiscal year ended March 2011, indicating an increase of 10.6% over revenue in 2010. The company posted operating profit of JPY63,865m for the fiscal year ended March 2011, reflecting an increase of 100% over operating profit in 2010. The company recorded net profit of JPY50,326m during the fiscal year ended 2011, indicating an increase of 405% over net profit in 2010. The increase in the operating and net profit improved the company’s profitability. The operating margin of the company increased to 4% in 2011 from 0% in 2010. The company’s return on equity increased to 12% in 2011 from (4%) in 2010. Its return on assets and return on fixed assets increased to 4% and 11% in 2011 from (1%) and (0.9%) respectively in 2010. The company’s return on capital employed increased to 9% in 2011 from 0.8% in 2010. Substantial increase in profitability ratios indicates that the company performed well and would be able to deliver value as expected by its shareholders. Such a strong financial performance would enhance the company’s expansion plans and growth.

 

Broad Product Portfolio

FHI boasts of a strong product portfolio. It is engaged in the production and sales activities across a wide range of business sectors. The product portfolio of the company includes automobile parts; automobile engines and transmissions; general-purpose engines and generators; aircraft; industrial-use vehicles; mini cars and passenger cars; car components; aerospace-related machinery; agricultural machinery; construction machinery; machine tools; eco-related machinery; and engine-equipped machinery. It also engages in manufacturing, repairing and selling of dustcarts and houses, and leasing of real estate as well as supplying of wind-power systems that include 40kW compact wind-power systems to 2MW wind-power generator systems, which provide clean energy. FHI operates through four business divisions, namely, Automobiles, Aerospace, Industrial Products and Others. For the fiscal year ended 2011, the Automobile segment accounted for 92% of the company’s total revenue, followed by Aerospace 5%, Industrial products with 2%, and Others with 1%. This diversified product portfolio of the company provides it with the economic stability and an edge in attracting and retaining a diverse customer base. It also helps the company to mitigate the risks associated with the over dependence on a particular brand or product category.

 

Geographic Diversification

A wide geographical presence helps the company to mitigate various risks associated with the over dependence on a particular market. It operates across the world through more than 100 subsidiaries and nine associated companies. The company has strong market position in Japan; North America which includes US and Canada, and Others. For the fiscal year ended 2011, the Japan segment accounted for 29% of the company’s total revenue, followed by North America 46%, Europe with 8%, Asia with 8.7%, and Others with 7.7%. A wide geographic presence decreases the business risk for the company. This also acts as an easy way for the expansion plans of the company, as a wider reach in terms of geography would mean reaping more benefits, eventually improving the profit margins, attaining economies of scale and recognition on a worldwide basis.

 

 

Weaknesses

 

Product Recalls

Product recalls, apart from draining the profits, will affect the reputation of the company and would result in loss of market share. In September 2011, Subaru recalled certain outback and legacy cars from the 2010 and 2011 model years because of potential problems with their windshield wipers. The recall affects about 195,080 vehicles manufactured between January 2010 and May 2011. In May 2010, FHI announced recall of its 2010-model legacy and outback vehicles sold in the US due to a problem with their transmission cooler hose, which impacted its operations. Such vehicle recalls are not a good sign for the company. It could hamper the brand image of the company which leads to the loss of market share and it will also give an advantage to the FHI's competitors.

 

 

Opportunities

 

Growing Demand for Hybrid Electric Vehicles

FHI can capitalize on the growing demand for hybrid electric vehicles. The demand for light hybrid electric vehicles is expected to reach 4.5 million units by 2015 due to rising energy costs and increased emissions regulations. Increased emissions regulations and rising energy costs give lesser emissions and improved fuel efficiency. The demand for hybrid vehicles in the Japan is expected to reach approximately 0.5m units by 2012 year end. FHI has plans to launch hybrid cars to the Japanese market in 2013. Its initial product would incorporate a horizontally opposed engine. The growing demand for hybrid electric vehicles may enhance the revenue of the company, going forward.

 

Product Innovation

The company's product innovations and introductions may drive its top-line. FHI benefits a lot from its innovation which it considers top priority since it creates a competitive advantage and builds brand equity. Innovation continues to be a cornerstone of the company’s corporate strategy with significant efforts focused against consumer demands for products that are convenient, and more efficient than before. The company intends to launch EyeSight driving assist system in North America in mid 2012. The new EyeSight system is the first stereo camera technology based device that detects objects in front of the car including pedestrians, cyclists and other vehicles. In November 2011, FHI introduced fourth generation Subaru Impreza that incorporates Subaru Symmetrical AWD (All-Wheel Drive) system. In September 2011, the company launched SUBARU BRZ Prologue - Boxer sports car architecture II. It represents the technology concept of the "SUBARU BRZ", a new rear-wheel drive (RWD) sports car, under joint development with Toyota Motor Corporation. These new product launches help the company to renew its offerings in line with changing requirements and style and preferences and increase its sales of its high value-added products and drive revenue growth and keep the company’s categories vibrant.

 

Growing Potential in the Emerging Markets

The fast paced growth in the emerging economies offers a huge growth potential for the company by enabling it to leverage its strong brand and product portfolio. Despite the global economic slowdown, growth in the East Asia and Pacific countries such as China has been resilient. China sustained global slowdown through a massive fiscal stimulus package. The growing economy in the countries has generated new employment opportunities for the residents and has boosted their earnings. This rise in disposable income has changed their buying behavior. According to the China Association of Automobile Manufacturers (CAAM), China's annual automobile sales reached 18.5 million units in 2011, an increase of 2.5% over 2010. Further, strong support from the Chinese government is expected to boost automobile sales. With high competition and saturated markets most of the global automobile makers have shifted their focus to China for new growth markets. As the company already has presence in China, it can benefit from the favorable industry conditions.

 

 

Threats

 

Increasing Input Costs

The increasing price of raw materials could concern the company. The key raw materials used in the automobile industry include rolled steel, aluminum, glass, plastic and other resin materials. As per the Bureau of Labor Statistics, producer price indexes for core raw material inputs such as rolled steel, primary aluminum, plastic materials and resins have increased by 95.81%, 90% and 85.27% respectively for the last decade. Thus rising input costs could have a major impact on the operational costs of the company, which could not be easily transferred to the customers as the intense competition could lure away its customers through their low price offerings. As a result, the margins of the company could be affected.

 

Effect of Natural Disasters

Japan is prone to several natural disasters like earthquakes, typhoons, tsunamis, and volcanic activities. Natural calamity struck Japan on March, 2011, when the company was about to resume a growth trajectory after recuperating from the global financial and economic crisis. As a result of the Great East Japan Earthquake, FHI recorded an extraordinary loss of JPY7.4 billion, which includes nearly JPY5 billion for fixed costs related to suspended operations. Approximately JPY2.5 billion was applied to the loss of inventories as well as the loss and the restoration of fixed assets. Reduced operations following the disaster had a major impact on operating income in fiscal 2011. Such natural disasters could adversely affect the business and operating results of the company. Therefore, the company needs to scatter its operations over relatively safer geographical locations to ensure uninterrupted business operations.

 

Intense Competition

FHI operates are multiple related sectors that are highly competitive and may impact its profit margins. The company faces stiff competition from companies like Mazda Motor Corporation; Nissan Motor Co., Ltd.; Toyota Motor Corporation; Honda Motor Co., Ltd.; Spirit AeroSystems Holdings, Inc.; Porsche Automobil Holding SE and Textron Inc. According to industry estimates, the automotive manufacturing industry is projected to reach a value of $1.7 trillion. Such growing market has been leading to the principal competitors of the company offering marketing incentives such as subsidized financing, price rebates, leasing programs and others on the vehicles, in order to sustain and improve their market share. Such intense competition may lead the company to reduce its prices, which could negatively affect its overall margins.

 

 

Corporate Structure News

 

Fuji Heavy Industries Ltd.
Total Corporate Family Members: 111

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

Fuji Heavy Industries Ltd.

Parent

Shinjuku-Ku

Japan

Motor Vehicle Manufacturing

23,056.0

27,509

Fuji Heavy Industries, Ltd., Manufacturing Div.

Division

Ota, Gunma

Japan

Motor Vehicle Manufacturing

 

14,000

Fuji Heavy Industries, Ltd., Automobile Div.

Division

Tokyo

Japan

Motor Vehicle Manufacturing

4,339.7

10,405

Fuji Heavy Industries, Ltd. - Gunma Main Plant

Facility

Ota, Gunma

Japan

Motor Vehicle Parts Manufacturing

 

3,086

Fuji Heavy Industries, Ltd. - Air Space Div.

Division

Tochigi

Japan

Motor Vehicle Manufacturing

 

2,600

Fuji Heavy Industries, Ltd., Aircraft Div.

Division

Utsunomiya, Tochigi

Japan

Aircraft Manufacturing

 

2,500

Fuji Heavy Industries, Ltd. - Gunma Yajima Plant

Facility

Ota, Gunma

Japan

Motor Vehicle Parts Manufacturing

 

2,460

Fuji Heavy Industries, Ltd., Rolling Stock Div.

Division

Utsunomiya, Tochigi

Japan

Train and Railroad Equipment Manufacturing

118.1

2,012

Fuji Heavy Industries, Ltd. - Utsunomiya Plant

Facility

Utsunomiya, Tochigi

Japan

Aircraft Manufacturing

 

2,012

Fuji Heavy Industries, Ltd. - Gunma Oizumi Plant

Facility

Gunma

Japan

Clothing and Apparel Manufacturing

 

1,533

Tokyo Subaru Inc.

Subsidiary

Tokyo

Japan

Motor Vehicle and Parts Dealers

 

1,275

Subaru of America, Inc.

Subsidiary

Cherry Hill, NJ

United States

Motor Vehicle Wholesale

 

1,000

Subaru Leasing Corporation

Subsidiary

Cherry Hill, NJ

United States

Motor Vehicle Wholesale

 

500

Subaru of America Southeast Region

Division

Austell, GA

United States

Motor Vehicle Wholesale

 

70

Subaru of New England, Inc.

Division

Norwood, MA

United States

Motor Vehicle Wholesale

36.3

65

Subaru of America, Inc.

Subsidiary

Westampton, NJ

United States

Motor Vehicle Wholesale

1,804.4

60

Subaru Western Region, Inc.

Division

Aurora, CO

United States

Motor Vehicle Wholesale

84.8

50

Subaru Of America Inc

Branch

Itasca, IL

United States

Miscellaneous Wholesale

198.7

45

Subaru Great Lakes Region

Division

Itasca, IL

United States

Motor Vehicle Wholesale

 

40

Subaru Of America Inc

Branch

Aurora, CO

United States

Miscellaneous Wholesale

117.6

35

Subaru of America Northwest Region

Division

Portland, OR

United States

Motor Vehicle Wholesale

98.1

35

Subaru Of Indiana Automotive Inc

Joint Venture

Lafayette, IN

United States

Motor Vehicle Manufacturing

4,619.0

34

Subaru Financial Services, Inc.

Subsidiary

Cherry Hill, NJ

United States

Banking

 

20

Subaru Of America Inc

Branch

Elgin, IL

United States

Miscellaneous Wholesale

26.5

6

Subaru Of America Inc

Branch

Dublin, OH

United States

Miscellaneous Wholesale

20.7

6

Subaru Of America Inc

Branch

Orlando, FL

United States

Miscellaneous Wholesale

20.7

6

Subaru Credit Corporation

Subsidiary

Cherry Hill, NJ

United States

Motor Vehicle Wholesale

 

5

Subaru Of America Inc

Branch

Pleasanton, CA

United States

Miscellaneous Wholesale

14.6

4

Subaru Of America Inc

Branch

Costa Mesa, CA

United States

Miscellaneous Wholesale

14.6

4

Subaru Of America Inc

Branch

Bloomington, MN

United States

Miscellaneous Wholesale

14.1

4

Subaru Of America Inc

Branch

Whitestown, IN

United States

Miscellaneous Wholesale

12.2

4

Subaru Of America Inc

Branch

Rockville, MD

United States

Miscellaneous Wholesale

11.7

4

Subaru Of America Inc

Branch

Columbia, MD

United States

Miscellaneous Wholesale

11.7

4

Subaru Of America Inc

Branch

West Sacramento, CA

United States

Miscellaneous Wholesale

10.9

3

Subaru Of America Inc

Branch

Baltimore, MD

United States

Miscellaneous Wholesale

8.8

3

Fuji Heavy Industries, Ltd., Engine & Machinery Div.

Division

Kitamoto, Saitama

Japan

Miscellaneous Chemical Manufacturing

225.5

600

Fuji Heavy Industries, Ltd., Industrial Products

Division

Saitama

Japan

Motor Vehicle Manufacturing

 

600

Fuji Heavy Industries, Ltd. - Saitama Plant

Facility

Kitamoto, Saitama

Japan

Electrical Equipment and Appliances Manufacturing

 

551

Fuji Machinery Co Ltd

Subsidiary

Maebashi, Gunma Pref

Japan

Motor Vehicle Parts Manufacturing

 

403

Fuji Heavy Industries U.S.A. Inc.

Subsidiary

Cherry Hill, NJ

United States

Motor Vehicle Wholesale

 

400

Ichitan Co., Ltd.

Subsidiary

Gunma

Japan

Motor Vehicle Parts Manufacturing

 

349

Kyushuichitan Co.,Ltd.

Subsidiary

Usa, Oita

Japan

Metal Products Manufacturing

48.2

110

Subaru Finance Co., Ltd.

Subsidiary

Tokyo

Japan

Miscellaneous Professional Services

 

220

Fuji Heavy Industries, Ltd. - Handa Plant

Facility

Handa, Aichi

Japan

Aircraft Manufacturing

 

181

Subaru Canada Inc

Subsidiary

Mississauga, ON

Canada

Motor Vehicle and Parts Dealers

811.0

100

Fuji Heavy Industries, Ltd., Bus. Div.

Division

Isesaki, Gunma

Japan

Motor Vehicle Wholesale

236.2

100

Subaru Distributor Corp.

Subsidiary

Orangeburg, NY

United States

Motor Vehicle Wholesale

167.0

67

Subaru Italia SpA

Subsidiary

Ala, Trento

Italy

Shipping and Water Transport

227.8

52

Subaru of China, Inc.

Subsidiary

Beijing

China

Motor Vehicle Parts Manufacturing

 

50

Fuji Heavy Industries, Ltd. - Omiya Subaru Building Facility

Facility

Saitama

Japan

Motor Vehicle Parts Manufacturing

 

41

Subaru Europe

Subsidiary

Zaventem

Belgium

Motor Vehicle Wholesale

746.3

39

Subaru Benelux

Subsidiary

Zaventem

Belgium

Motor Vehicle Wholesale

52.3

11

Subaru Norge AS

Subsidiary

Hagen

Norway

Motor Vehicle Wholesale

88.6

38

Robin Manufacturing USA, Inc.

Subsidiary

Hudson, WI

United States

Machinery and Equipment Manufacturing

 

35

Subaru Robin Power Products

Subsidiary

Lake Zurich, IL

United States

Machinery Wholesale

18.1

30

Robin America Inc.

Subsidiary

Lake Zurich, IL

United States

Machinery and Equipment Manufacturing

 

30

Subaru Of China, Ltd.

Subsidiary

Beijing, Beijing

China

Motor Vehicle Wholesale

 

30

Fuji Heavy Industries, Ltd. - Handa West Plant

Facility

Handa, Aichi

Japan

Aircraft Manufacturing

 

23

Subaru Research & Development, Inc.

Subsidiary

Ann Arbor, MI

United States

Motor Vehicle Manufacturing

13.6

20

Subaru of Taiwan Co., Ltd.

Subsidiary

Taipei

Taiwan

Motor Vehicle Manufacturing

 

20

Subaru France SAS

Subsidiary

Saint Ouen l'Aumone

France

Motor Vehicle Wholesale

38.2

14

Robin Europe GmbH

Subsidiary

Mönchengladbach, Nordrhein-Westfalen

Germany

Weapons and Ammunition Manufacturing

28.7

13

Fuji Heavy Industries U.S.A. Inc.

Subsidiary

Kirkland, WA

United States

Aircraft Engine and Parts Manufacturing

 

7

Subaru Test & Development Center in Europe

Subsidiary

Ingelheim, Ingelheim

Germany

Motor Vehicle Manufacturing

 

7

Fuji Heavy Industries (Singapore) Pte. Ltd.

Subsidiary

Singapore

Singapore

Motor Vehicle Manufacturing

 

5

Subaru Research & Development

Subsidiary

Cypress, CA

United States

Research and Development Services

 

3

Tokyo Subaru Inc.

Subsidiary

Bunkyo-Ku, Tokyo

Japan

Motor Vehicle Wholesale

700.0

 

Nagoya Subaru Motors Inc.

Subsidiary

Nagoya, Aichi

Japan

Motor Vehicle and Parts Dealers

260.6

 

Mie Subaru Co.,Ltd.

Subsidiary

Yokkaichi, Mie

Japan

Motor Vehicle and Parts Dealers

73.9

 

Chiba Subaru Inc.

Subsidiary

Chiba, Chiba

Japan

Motor Vehicle and Parts Dealers

243.7

 

Fukuoka Subaru Co.,Ltd.

Subsidiary

Fukuoka, Fukuoka

Japan

Motor Vehicle and Parts Dealers

231.9

 

Minami Kyushu Subaru K.K.

Subsidiary

Kagoshima, Kagoshima

Japan

Motor Vehicle and Parts Dealers

88.7

 

Nishikyushu Subaru K.K.

Subsidiary

Nagasaki, Nagasaki

Japan

Motor Vehicle and Parts Dealers

81.9

 

Kumamoto Subaru Automobile, Inc.

Subsidiary

Kumamoto, Kumamoto

Japan

Motor Vehicle and Parts Dealers

68.0

 

Niigata Subaru Co.,Ltd.

Subsidiary

Niigata, Niigata

Japan

Motor Vehicle Wholesale

199.4

 

Hokuriku Subaru, Inc.

Subsidiary

Kanazawa, Ishikawa

Japan

Motor Vehicle and Parts Dealers

169.5

 

Subaru Shinshu K.K.

Subsidiary

Nagano, Nagano

Japan

Motor Vehicle and Parts Dealers

154.3

 

Hokkaido Subaru Co.,Ltd.

Subsidiary

Sapporo, Hokkaido

Japan

Motor Vehicle and Parts Dealers

176.2

 

Miyagi Subaru,Inc.

Subsidiary

Sendai, Miyagi

Japan

Motor Vehicle and Parts Dealers

161.0

 

Fukushima Subaru Co.,Ltd.

Subsidiary

Kooriyama, Fukushima

Japan

Motor Vehicle and Parts Dealers

111.9

 

Iwate Subaru Jidosha Co.,Ltd.

Subsidiary

Morioka, Iwate

Japan

Motor Vehicle and Parts Dealers

89.5

 

Yamagata Subaru K.K.

Subsidiary

Yamagata, Yamagata

Japan

Motor Vehicle and Parts Dealers

78.8

 

Hiroshima Subaru,Inc.

Subsidiary

Hiroshima, Hiroshima

Japan

Motor Vehicle and Parts Dealers

112.2

 

Shikoku Subaru,Inc.

Subsidiary

Matsuyama, Ehime

Japan

Motor Vehicle and Parts Dealers

89.8

 

Yamaguchi Subaru Co.,Ltd.

Subsidiary

Yamaguchi, Yamaguchi

Japan

Motor Vehicle and Parts Dealers

80.9

 

Higashishikoku Subaru Inc.

Subsidiary

Takamatsu, Kagawa

Japan

Motor Vehicle and Parts Dealers

71.4

 

Subaru System Service Co.,Ltd.

Subsidiary

Saitama, Saitama

Japan

Computer Programming

65.8

 

Subaru Kosan Co.,Ltd.

Subsidiary

Shinjuku-Ku, Tokyo

Japan

Real Estate Agents and Brokers

58.9

 

Fuji Techno-Service Co. Ltd.

Subsidiary

Mitaka, Tokyo

Japan

Employment Services

49.4

 

Kiryu Industry Co.,Ltd.

Subsidiary

Kiryu, Gunma

Japan

Motor Vehicle Manufacturing

39.6

 

Yusoki Kogyo K.K.

Subsidiary

Handa, Aichi

Japan

Aircraft Engine and Parts Manufacturing

 

 

Changzhou Fuji Changchai Robin Gasoline Engine Co Ltd

Subsidiary

Changzhou, Jiangsu Province

China

Motor Vehicle Manufacturing

 

 

Fuji Heavy Industries Ltd., China Office

Subsidiary

Beijing, Chaoyang District

China

Motor Vehicle Manufacturing

 

 

Daiwa Shoko Co., Ltd

Subsidiary

Tokyo

Japan

Machinery Wholesale

 

 

Subaru Tecnica International Inc.

Subsidiary

Mitaka, Tokyo

Japan

Machinery and Equipment Manufacturing

 

 

Subaru Customize Works Co.,Ltd.

Subsidiary

Isesaki, Gunma

Japan

Motor Vehicle Parts Manufacturing

 

 

Osaka Subaru Inc.

Subsidiary

Osaka

Japan

Motor Vehicle and Parts Dealers

 

 

Hyogo Subaru Co.,Ltd.

Subsidiary

Kobe, Hyogo

Japan

Motor Vehicle and Parts Dealers

188.3

 

Kyoto Subaru, Inc.

Subsidiary

Kyoto, Kyoto

Japan

Motor Vehicle and Parts Dealers

82.4

 

Shiga Subaru Co.,Ltd.

Subsidiary

Kusatsu, Shiga

Japan

Motor Vehicle Wholesale

66.0

 

Subaru Auto Accessory Co.,Ltd.

Subsidiary

Saitama

Japan

Motor Vehicle Wholesale

 

 

Fuji Techno Service Co.,Ltd.

Subsidiary

Fukuoka

Japan

Industrial Machinery Repair and Maintenance

 

 

Subaru Logistics Co.,Ltd.

Subsidiary

Ota, Gunma

Japan

Road Transportation Services

 

 

Fuji Aerospace Corporation

Subsidiary

Utsunomiya, Tochigi

Japan

Aircraft Engine and Parts Manufacturing

 

 

Fuji Aircraft Maintenance Co.,Ltd.

Subsidiary

Tokyo

Japan

Air Transportation Services

 

 

Fuji Aerospace Technology Co.,Ltd.

Subsidiary

Utsunomiya

Japan

Aircraft Engine and Parts Manufacturing

 

 

Robin Service Co.,Ltd.

Subsidiary

Okegawa, Saitama

Japan

Motor Vehicle Repair and Maintenance

 

 

Fuji Houren Co., Ltd.

Subsidiary

Isesaki, Gunma

Japan

Cement and Concrete Product Manufacturing

 

 

Subaru Vehicle Distribution BV

Subsidiary

Rotterdam

Netherlands

Motor Vehicle Wholesale

 

 

Subaru Living Service Co.,Ltd.

Subsidiary

Tokyo

Japan

Non-store Retail

 

 

Subaru Kosan Co., Ltd

Subsidiary

Tokyo

Japan

Motor Vehicle Parts Manufacturing

 

 

 




 

Competitors Report

 

CompanyName

Location

Employees

Ownership

Bayerische Motoren Werke AG

Muenchen, Germany

106,870

Public

Daimler AG

Stuttgart, Germany

276,044

Public

General Motors Company

Detroit, Michigan, United States

217,000

Public

Honda Motor Co Ltd

Minato-Ku, Japan

190,338

Public

ISUZU MOTORS LIMITED

Shinagawa-Ku, Japan

26,102

Public

Mazda Motor Corporation

Aki-Gun, Japan

37,745

Public

MITSUBISHI MOTORS CORPORATION

Minato-Ku, Japan

29,822

Public

Nissan Motor Co., Ltd.

Yokohama-Shi, Japan

160,530

Public

Porsche Automobil Holding SE

Stuttgart, Germany

33

Public

Spirit AeroSystems Holdings, Inc.

Wichita, Kansas, United States

14,623

Public

SUZUKI MOTOR CORPORATION

Hamamatsu-Shi, Japan

55,948

Public

Textron Inc.

Providence, Rhode Island, United States

33,000

Public

TOYOTA MOTOR CORPORATION

Toyota-Shi, Japan

333,498

Public

UD Trucks Corporation

Saitama, Saitama Pref, Japan

3,377

Private

 

 

 

 

Executives Report

 

Board of Directors

 

Name

Title

Function

Ikuo Mori

 

Chief Executive Officer

Chairman

Biography:

Mr. Mori has been the chairman and the chief executive officer of the company since 2011. Previously, he served the company in various positions including the vice president, the chief general manager, the senior vice president, the executive vice president and a director.

 

Age: 63

 

Toshio Arima

 

Independent Director

Director/Board Member

 

 

Biography:

Mr. Toshio Arima has been serving as Independent Director in Fuji Heavy Industries, Ltd. since June 2011. He used to work for Fuji Xerox Co., Ltd. and FUJIFILM Holdings Corporation.

 

Age: 71

 

Tomohiko Ikeda

 

Senior Managing Executive Officer, Chief Director of Subaru Global Marketing, Director

Director/Board Member

 

 

Biography:

Mr. Tomohiko Ikeda has been serving as Senior Managing Executive Officer, Chief Director of Subaru Global Marketing and Director in Fuji Heavy Industries, Ltd. since April 2012. He joined the Company in April 1977. His previous titles include Executive Officer, Director of Human Resources, Chief Director of Subaru Overseas Sales and Managing Executive Officer. He used to serve as President and Chairman of the Board in a America-based subsidiary.

 

Age: 59

 

Education:

Waseda University, bachelor's (Political Science)

 

Jun Kondo

 

Vice President, Representative Director

Director/Board Member

 

 

Biography:

Mr. Jun Kondo has been serving as Vice President and Representative Director of Fuji Heavy Industries Ltd. since June 2011. He joined the Company in April 1976. His previous titles include Senior Managing Executive Officer, Executive Officer, Director of Subaru Planning, Managing Executive Officer and Chief Director of Subaru Cost Planning Management of the Company.

 

Age: 62

 

Akira Mabuchi

 

Senior Managing Executive Officer, Manager of China Project Preparation Office, Director

Director/Board Member

 

 

Biography:

Mr. Akira Mabuchi has been serving as Senior Managing Executive Officer, Manager of China Project Preparation Office and Director in Fuji Heavy Industries, Ltd. since October 2011. He joined the Company in April 1979 and used to serve as Deputy Chief Director of Subaru Technology, Chief Director of Strategy, Director of Technology Management, Executive Officer and Managing Executive Officer.

 

Age: 59

 

Naoto Muto

 

Senior Managing Executive Officer, Chief Director of Subaru Technology, Director of Subaru Technology Research Institute, Director

Director/Board Member

 

 

Biography:

Mr. Naoto Muto has been serving as Senior Managing Executive Officer, Chief Director of Subaru Technology, Director of Subaru Technology Research Institute and Director in Fuji Heavy Industries, Ltd. since April 2012. He joined the Company in April 1977. His previous titles include Executive Officer, Chief Director of Subaru Purchasing, Chief Director of Subaru Products Planning and Managing Executive Officer.

 

Age: 60

 

Takeshi Tachimori

 

Senior Managing Executive Officer, Director of 1st Overseas Sales, Chairman of Subsidiary, Director

Director/Board Member

 

 

Biography:

Mr. Takeshi Tachimori has been Senior Managing Executive Officer, Director of 1st Overseas Sales and Director in Fuji Heavy Industries Ltd., as well as Chairman of a subsidiary, since June 2013. He joined the Company in April 1977 and used to serve as Executive Officer.

 

Age: 58

 

Education:

The University of Tokyo, BA (Aerospace Engineering. Â)
The University of Tokyo, bachelor's (Aerospace Engineering)

 

Mitsuru Takahashi

 

Senior Managing Executive Officer, Director of Financial Management, President of Subsidiary, Director

Director/Board Member

 

 

Biography:

Mr. Mitsuru Takahashi has been serving Senior Managing Executive Officer, Director of Financial Management and Director of Fuji Heavy Industries Ltd., as well as President and Representative Director in a subsidiary since June 2013. He joined the Company in April 1978 and used to serve as Executive Officer, Director of Finance Management and Managing Executive Officer.

 

Age: 57

 

Yasuyuki Yoshinaga

 

President, Chief Executive Officer, Representative Director

Director/Board Member

 

 

Biography:

Mr. Yasuyuki Yoshinaga has been serving as President, Chief Executive Officer and Representative Director in Fuji Heavy Industries Ltd. since June 22, 2012. He joined the Company in April 1977 and served as Chief Operating Officer, Senior Managing Executive Officer, Chief Director of Subaru Domestic Sales, Managing Executive Officer and Executive Officer.

 

Age: 59

 

Education:

Seikei University, economics

 

 

Executives

 

Name

Title

Function

Ikuo Mori

 

Chief Executive Officer

Chief Executive Officer

Biography:

Mr. Mori has been the chairman and the chief executive officer of the company since 2011. Previously, he served the company in various positions including the vice president, the chief general manager, the senior vice president, the executive vice president and a director.

 

Age: 63

 

Yasuyuki Yoshinaga

 

President, Chief Executive Officer, Representative Director

Chief Executive Officer

 

 

Biography:

Mr. Yasuyuki Yoshinaga has been serving as President, Chief Executive Officer and Representative Director in Fuji Heavy Industries Ltd. since June 22, 2012. He joined the Company in April 1977 and served as Chief Operating Officer, Senior Managing Executive Officer, Chief Director of Subaru Domestic Sales, Managing Executive Officer and Executive Officer.

 

Age: 59

 

Education:

Seikei University, economics

 

Motohisa Miyawaki

 

President Ichitan Co., Ltd.

President

 

Motokiyo Nomura

 

President

President

 

Ryoichi Shimokawa

 

President Tokyo Subaru Inc.

President

 

Shuzo Haimoto

 

Senior Managing Executive Officer, Director of Business Planning, President of Industrial Machine Company

Division Head Executive

 

Age: 55

 

Yoshio Hirakawa

 

Managing Executive Officer, Deputy Chief Director of Subaru Technology

Division Head Executive

 

Kazuo Hosoya

 

Executive Officer, Director of Human Resources

Division Head Executive

 

Masami Iida

 

Executive Officer, Deputy Chief Director of 2nd Subaru Overseas Sales

Division Head Executive

 

Tomohiko Ikeda

 

Senior Managing Executive Officer, Chief Director of Subaru Global Marketing, Director

Division Head Executive

 

Biography:

Mr. Tomohiko Ikeda has been serving as Senior Managing Executive Officer, Chief Director of Subaru Global Marketing and Director in Fuji Heavy Industries, Ltd. since April 2012. He joined the Company in April 1977. His previous titles include Executive Officer, Director of Human Resources, Chief Director of Subaru Overseas Sales and Managing Executive Officer. He used to serve as President and Chairman of the Board in a America-based subsidiary.

 

Age: 59

 

Education:

Waseda University, bachelor's (Political Science)

 

Tamaki Kamogawa

 

Managing Executive Officer, Chief Director of Subaru Purchasing

Division Head Executive

 

Masahiro Kasai

 

Managing Executive Officer, Chief Director of Subaru Manufacturing, Manager of Gumma Manufacturing Center

Division Head Executive

 

Hidetoshi Kobayashi

 

Managing Executive Officer, Chief Director of Subaru Parts, Deputy Chief Director of Subaru Global Marketing

Division Head Executive

 

Yasuo Kosakai

 

Managing Executive Officer, Chief Director of Subaru Domestic Sales

Division Head Executive

 

Akira Mabuchi

 

Senior Managing Executive Officer, Manager of China Project Preparation Office, Director

Division Head Executive

 

Biography:

Mr. Akira Mabuchi has been serving as Senior Managing Executive Officer, Manager of China Project Preparation Office and Director in Fuji Heavy Industries, Ltd. since October 2011. He joined the Company in April 1979 and used to serve as Deputy Chief Director of Subaru Technology, Chief Director of Strategy, Director of Technology Management, Executive Officer and Managing Executive Officer.

 

Age: 59

 

Satoshi Maeda

 

Executive Officer, Deputy Chief Director of Subaru Technology

Division Head Executive

 

Toshio Masuda

 

Executive Officer, Chief Director of Subaru Product Planning

Division Head Executive

 

Tatsuhiko Mukawa

 

Managing Executive Officer, Deputy Chief Director of Subaru Technology

Division Head Executive

 

Naoto Muto

 

Senior Managing Executive Officer, Chief Director of Subaru Technology, Director of Subaru Technology Research Institute, Director

Division Head Executive

 

Biography:

Mr. Naoto Muto has been serving as Senior Managing Executive Officer, Chief Director of Subaru Technology, Director of Subaru Technology Research Institute and Director in Fuji Heavy Industries, Ltd. since April 2012. He joined the Company in April 1977. His previous titles include Executive Officer, Chief Director of Subaru Purchasing, Chief Director of Subaru Products Planning and Managing Executive Officer.

 

Age: 60

 

Hisashi Nagano

 

Managing Executive Officer, President of Aerospace Company

Division Head Executive

 

Tsuyoshi Nakai

 

Executive Officer

Division Head Executive

 

Tomomi Nakamura

 

Deputy Chief Director of Subaru Marketing, Deputy Chief Director of 1st Subaru Overseas Sales, Deputy Chief Director of 2nd Subaru Overseas Sales

Division Head Executive

 

Yasunobu Nogai

 

Executive Officer, Chief Director of Subaru Cost Planning Management

Division Head Executive

 

Masaki Ohkawara

 

Executive Officer, President of Subsidiary

Division Head Executive

 

Toshiaki Okada

 

Executive Officer, Director of Business Planning

Division Head Executive

 

Takeshi Tachimori

 

Senior Managing Executive Officer, Director of 1st Overseas Sales, Chairman of Subsidiary, Director

Division Head Executive

 

Biography:

Mr. Takeshi Tachimori has been Senior Managing Executive Officer, Director of 1st Overseas Sales and Director in Fuji Heavy Industries Ltd., as well as Chairman of a subsidiary, since June 2013. He joined the Company in April 1977 and used to serve as Executive Officer.

 

Age: 58

 

Education:

The University of Tokyo, BA (Aerospace Engineering. Â)
The University of Tokyo, bachelor's (Aerospace Engineering)

 

Mitsuru Takada

 

Senior Managing Executive Officer, Chief Director of 2nd Subaru Overseas Sales

Division Head Executive

 

Masashi Takahashi

 

Executive Officer, Chief Director of Subaru Quality Assurance

Division Head Executive

 

Mitsuru Takahashi

 

Senior Managing Executive Officer, Director of Financial Management, President of Subsidiary, Director

Division Head Executive

 

Biography:

Mr. Mitsuru Takahashi has been serving Senior Managing Executive Officer, Director of Financial Management and Director of Fuji Heavy Industries Ltd., as well as President and Representative Director in a subsidiary since June 2013. He joined the Company in April 1978 and used to serve as Executive Officer, Director of Finance Management and Managing Executive Officer.

 

Age: 57

 

Shoichiro Tozuka

 

Executive Officer, Vice President of Aerospace Company, Director of Production Planning

Division Head Executive

 

Hiromi Tsutsumi

 

Executive Officer, Manager of Subaru Customer Center

Division Head Executive

 

Yasuo Ueno

 

Vice President

Administration Executive

 

Nobushige Imai

 

Standing Corporate Auditor

Accounting Executive

 

Hiroyuki Oikawa

 

Standing Corporate Auditor

Accounting Executive

 

Shunske Takagi

 

Standing Corporate Auditor

Accounting Executive

 

Takatoshi Yamamoto

 

Corporate Auditor

Accounting Executive

 

Kazunori Yamafuji

 

Director of General Affairs

Investor Relations Executive

 

 

Significant Developments

 

 

 

 

Fuji Heavy Industries Ltd Raises Full-year Consolidated Outlook and Year-end Dividend Forecast for FY 2013

Apr 26, 2013


Fuji Heavy Industries Ltd announced that it has raised its full-year consolidated outlook for revenue from JPY 1,890,000 million to JPY 1,910,000 million, operating profit from JPY 107,000 million to JPY 120,000 million, ordinary profit from JPY 99,000 million to JPY 100,000 million, net profit from JPY 76,000 million to JPY 119,000 million, and earnings per share from JPY 97.38 to JPY 152.48, for the fiscal year ended March 31, 2013. The Company raised its full-year consolidated outlook mainly due to the foreign exchange gain, cost reduction and adjustment of corporate tax. According to I/B/E/S Estimates, analysts on average are expecting the Company to report its full-year consolidated outlook for revenue of JPY 1,884,260 million, operating profit of JPY 112,150 million and net profit of JPY 90,900 million, for the same fiscal year. The Company also has raised its year-end dividend forecast from JPY 5.00 per share, which was announced on October 30, 2012, to JPY 10.00 per share, for the same fiscal year.

Fuji Heavy Industries Ltd Raises Consolidated Full-year Outlook for FY 2013

Feb 06, 2013


Fuji Heavy Industries Ltd announced that it has raised the consolidated full-year outlook for revenue from JPY 1,840,000 million to JPY 1,890,000 million, operating profit from JPY 82,000 million to JPY 107,000 million, ordinary profit from JPY 81,000 million to JPY 99,000 million, net profit from JPY 67,000 million to JPY 76,000 million, earning per share from JPY 85.85 to JPY 97.38 for the fiscal year ending March 31, 2013. The positive outlook is mainly due to increase of sales of automobiles.

Pang Da Automobile Trade Co Ltd to Set up Joint Venture with Fuji Heavy Industries Ltd

Jan 18, 2013


Pang Da Automobile Trade Co Ltd (Pang Da) announced that it has signed a contract with Fuji Heavy Industries Ltd (Fuji), to set up a joint venture in China. Pang Da and Fuji will respectively invest JPY 1.18 billion and JPY 1.77 billion, to hold a 40% and a 60% stake in the joint venture, which will be with a registered capital of JPY 2.95 billion and be engaged in the import and distribution of SUBARU vehicles, import, export and wholesale of auto parts and products, as well as provision of marketing service, after services, technical and maintenance advisory and training.

ShinMaywa Industries LTD Acquires Business and Two Companies from Fuji Heavy Industries Ltd

Jan 07, 2013


ShinMaywa Industries LTD announced that it has acquired the refuse collecting car business, as well as two subsidiaries of Fuji Heavy Industries Ltd, which are engaged in related business, from Fuji Heavy Industries Ltd, on January 1, 2013.

Fuji Heavy Industries Ltd's Subaru Recalls Vehicles In US For Lighting Issue-Reuters

Jan 03, 2013


Reuters reported that Fuji Heavy Industries Ltd's Subaru is recalling as many as 634,000 vehicles in the United States for potential lighting problems that could lead to smoke or fire, according to U.S. safety regulators. The recall by Subaru potentially affects some Forester vehicles from model years 2009 through 2012, all Legacy and Outback vehicles from model years 2010 and 2011, and some Tribeca vehicles from model years 2006 through 2012, according to documents filed with the U.S. National Highway Traffic Safety Administration. The 633,842 vehicles potentially affected by the recall may be equipped with accessory puddle lights that when lit brighten the areas under the doors, according to NHTSA documents. A Subaru spokesman said the recall involves only 53,999 cars equipped with the lights, but the wider number of owners must be alerted because the company does not know which cars have them.

Fuji Heavy Industries Ltd Amends Consolidated Full-year Outlook for FY Ending March 31, 2013; Announces Midterm Dividend Payment and Raises Year-end Dividend for FY Ending March 2013

Oct 30, 2012


Fuji Heavy Industries Ltd announced that it has lowered its consolidated full-year outlook for revenue from JPY 1,860,000 million to JPY 1,840,000 million, and raised its consolidated full-year outlook for operating profit from JPY 67,000 million to JPY 82,000 million, ordinary profit from JPY 63,000 million to JPY 81,000 million, net profit from JPY 48,000 million to JPY 67,000 million and earning per share from JPY 61.50 to JPY 85.85 for the fiscal year ending March 31, 2013. According to I/B/E/S Estimates, analysts on average are expecting the Company to report full-year revenue of JPY 1,848.86 billion and net profit of JPY 56.37 billion. The Company also announced that it will issue the midterm dividend of JPY 5.00 per share, or JPY 3,904 million in total, effective December 4, 2012, up from a forecast of JPY 4.50 per share announced on May 8, 2012, from retained earnings to shareholders as of September 30, 2012. The Company also raised its year-end dividend outlook from JPY 4.50 per share, which was announced on May 8, 2012, to JPY 5.00 per share, for the same fiscal year.

Fuji Heavy Industries Ltd Amends Consolidated Mid-year Outlook for FY 2013

Oct 23, 2012


Fuji Heavy Industries Ltd announced that it has lowered its consolidated mid-year outlook for revenue from JPY 910,000 million to JPY 898,000 million, but raised the outlook for operating profit from JPY 32,000 million to JPY 43,000 million, ordinary profit from JPY 30,000 million to JPY 45,000 million, net profit from JPY 23,000 million to JPY 40,000 million and earning per share from JPY 29.47 to JPY 51.25, for the fiscal year ending March 2013. The Company raised the profit outlook due to the improved sales composition.

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

  Financial Glossary

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Net Sales

23,056.0

19,213.3

18,444.8

15,372.0

14,388.2

Revenue

23,056.0

19,213.3

18,444.8

15,372.0

14,388.2

Total Revenue

23,056.0

19,213.3

18,444.8

15,372.0

14,388.2

 

 

 

 

 

 

    Cost of Revenue

18,100.5

15,481.3

14,487.2

12,416.0

11,589.5

Cost of Revenue, Total

18,100.5

15,481.3

14,487.2

12,416.0

11,589.5

Gross Profit

4,955.5

3,732.0

3,957.6

2,956.0

2,798.7

 

 

 

 

 

 

    Selling/General/Administrative Expense

1,171.9

1,095.3

1,060.7

939.3

1,035.0

    Labor & Related Expense

620.5

619.2

565.9

539.7

519.3

    Advertising Expense

1,121.0

852.7

850.0

797.0

880.0

Total Selling/General/Administrative Expenses

2,913.4

2,567.2

2,476.6

2,276.0

2,434.3

Research & Development

590.8

608.1

499.2

398.5

422.1

    Depreciation

11.8

-

13.6

13.9

10.0

Depreciation/Amortization

11.8

-

13.6

13.9

10.0

    Impairment-Assets Held for Use

1.7

0.8

17.0

192.7

10.4

    Impairment-Assets Held for Sale

21.4

69.9

-1.8

7.4

63.4

    Other Unusual Expense (Income)

70.1

144.7

207.9

5.4

123.3

Unusual Expense (Income)

93.3

215.4

223.1

205.4

197.1

Total Operating Expense

21,709.8

18,872.0

17,699.6

15,309.8

14,653.0

 

 

 

 

 

 

Operating Income

1,346.2

341.3

745.2

62.2

-264.8

 

 

 

 

 

 

        Interest Expense - Non-Operating

-40.2

-47.9

-52.8

-53.2

-33.0

    Interest Expense, Net Non-Operating

-40.2

-47.9

-52.8

-53.2

-33.0

        Interest Income - Non-Operating

16.9

13.8

12.8

10.4

26.5

        Investment Income - Non-Operating

-166.5

60.8

34.1

20.9

99.3

    Interest/Investment Income - Non-Operating

-149.5

74.5

46.8

31.3

125.8

Interest Income (Expense) - Net Non-Operating Total

-189.7

26.7

-5.9

-21.9

92.8

Gain (Loss) on Sale of Assets

-23.0

339.5

2.6

-29.1

-26.0

    Other Non-Operating Income (Expense)

-11.6

-37.8

-4.1

-15.9

-16.1

Other, Net

-11.6

-37.8

-4.1

-15.9

-16.1

Income Before Tax

1,121.9

669.7

737.7

-4.8

-214.1

 

 

 

 

 

 

Total Income Tax

-321.2

181.5

149.4

173.6

483.6

Income After Tax

1,443.1

488.2

588.3

-178.3

-697.8

 

 

 

 

 

 

    Minority Interest

-1.7

-1.2

-1.0

1.4

1.8

Net Income Before Extraord Items

1,441.3

487.0

587.3

-177.0

-696.0

Net Income

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

-

-

-

-

0.0

Total Adjustments to Net Income

-

-

-

-

0.0

Income Available to Common Excl Extraord Items

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

780.4

780.4

779.5

779.1

760.4

Basic EPS Excl Extraord Items

1.85

0.62

0.75

-0.23

-0.92

Basic/Primary EPS Incl Extraord Items

1.85

0.62

0.75

-0.23

-0.92

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

1,441.3

487.0

587.3

-177.0

-696.0

Diluted Weighted Average Shares

780.4

780.4

779.5

779.1

760.4

Diluted EPS Excl Extraord Items

1.85

0.62

0.75

-0.23

-0.92

Diluted EPS Incl Extraord Items

1.85

0.62

0.75

-0.23

-0.92

Dividends per Share - Common Stock Primary Issue

0.18

0.11

0.11

0.00

0.04

Gross Dividends - Common Stock

141.2

89.0

82.0

0.0

34.9

Interest Expense, Supplemental

40.2

47.9

52.8

53.2

33.0

Depreciation, Supplemental

741.8

742.3

654.2

707.8

736.8

Total Special Items

116.3

-124.1

220.5

234.5

223.1

Normalized Income Before Tax

1,238.2

545.6

958.2

229.8

9.0

 

 

 

 

 

 

Effect of Special Items on Income Taxes

40.7

-33.6

44.7

82.1

78.1

Inc Tax Ex Impact of Sp Items

-280.5

147.8

194.0

255.7

561.7

Normalized Income After Tax

1,518.7

397.7

764.2

-25.9

-552.8

 

 

 

 

 

 

Normalized Inc. Avail to Com.

1,516.9

396.5

763.2

-24.5

-550.9

 

 

 

 

 

 

Basic Normalized EPS

1.94

0.51

0.98

-0.03

-0.72

Diluted Normalized EPS

1.94

0.51

0.98

-0.03

-0.72

Advertising Expense, Supplemental

1,121.0

852.7

437.5

442.0

455.4

Research & Development Exp, Supplemental

592.3

608.1

500.7

400.0

426.2

Reported Operating Profit

1,451.3

556.7

981.8

294.3

-57.8

Reported Ordinary Profit

1,212.6

472.1

959.5

240.6

-45.8

Normalized EBIT

1,439.5

556.7

968.3

267.6

-67.7

Normalized EBITDA

2,181.2

1,299.0

1,622.5

975.4

669.0

    Current Tax - Total

211.7

153.0

-

113.0

-

Current Tax - Total

211.7

153.0

-

113.0

-

    Deferred Tax - Total

-532.9

28.5

-

60.6

-

Deferred Tax - Total

-532.9

28.5

-

60.6

-

Income Tax - Total

-321.2

181.5

-

173.6

-

Interest Cost - Domestic

18.1

20.0

20.9

20.7

19.2

Service Cost - Domestic

115.6

82.5

71.5

68.4

52.4

Prior Service Cost - Domestic

0.5

0.8

0.6

0.4

0.3

Expected Return on Assets - Domestic

-17.4

-21.8

-18.8

-15.5

-22.2

Actuarial Gains and Losses - Domestic

27.6

26.8

22.7

21.3

9.4

Other Pension, Net - Domestic

1.0

-1.7

-0.2

1.9

-8.4

Domestic Pension Plan Expense

145.4

106.5

96.7

97.1

50.8

Defined Contribution Expense - Domestic

-

33.0

28.9

23.5

24.0

Total Pension Expense

145.4

139.5

125.5

120.6

74.8

Discount Rate - Domestic

0.50%

1.00%

1.40%

1.40%

2.00%

Expected Rate of Return - Domestic

1.40%

1.40%

1.40%

1.40%

0.80%

Total Plan Interest Cost

18.1

20.0

20.9

20.7

19.2

Total Plan Service Cost

115.6

82.5

71.5

68.4

52.4

Total Plan Expected Return

-17.4

-21.8

-18.8

-15.5

-22.2

Total Plan Other Expense

1.0

-1.7

-0.2

1.9

-8.4

 

 

 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

94.088557

82.385362

82.88

93.44

98.77

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Cash & Equivalents

3,030.7

2,884.2

2,554.3

1,804.8

791.2

    Short Term Investments

1,736.2

1,340.3

977.9

944.3

717.6

Cash and Short Term Investments

4,766.9

4,224.5

3,532.2

2,749.2

1,508.8

        Accounts Receivable - Trade, Gross

1,320.4

1,420.9

926.8

1,107.9

833.8

        Provision for Doubtful Accounts

-10.1

-16.9

-22.3

-18.0

-15.3

    Trade Accounts Receivable - Net

1,310.3

1,404.0

904.4

1,089.8

818.5

Total Receivables, Net

1,310.3

1,404.0

904.4

1,089.8

818.5

    Inventories - Finished Goods

1,741.5

1,477.0

879.2

1,084.7

1,302.5

    Inventories - Work In Progress

536.7

681.5

682.5

637.8

976.3

    Inventories - Raw Materials

374.3

409.2

446.1

381.8

346.8

Total Inventory

2,652.5

2,567.7

2,007.9

2,104.2

2,625.5

    Deferred Income Tax - Current Asset

562.7

211.2

166.0

166.4

161.2

    Other Current Assets

741.0

848.3

753.5

727.8

819.3

Other Current Assets, Total

1,303.8

1,059.4

919.4

894.2

980.4

Total Current Assets

10,033.5

9,255.7

7,363.9

6,837.4

5,933.2

 

 

 

 

 

 

Property/Plant/Equipment - Net

4,729.1

5,171.9

5,198.4

4,810.9

4,738.9

Goodwill, Net

-

-

-

-

36.7

Intangibles, Net

135.5

143.4

145.3

128.4

104.8

    LT Investment - Affiliate Companies

-

155.7

155.6

122.8

-

    LT Investments - Other

989.0

883.6

755.2

659.4

524.8

Long Term Investments

989.0

1,039.3

910.8

782.2

524.8

Note Receivable - Long Term

-

-

-

29.2

33.8

    Deferred Income Tax - Long Term Asset

66.2

22.7

21.9

61.5

108.4

    Other Long Term Assets

812.4

784.1

697.6

528.6

319.0

Other Long Term Assets, Total

878.5

806.8

719.5

590.1

427.3

Total Assets

16,765.6

16,417.1

14,337.9

13,178.2

11,799.4

 

 

 

 

 

 

Accounts Payable

2,579.9

3,047.2

2,134.4

2,322.9

1,498.6

Accrued Expenses

1,072.4

1,042.8

931.4

766.2

654.7

Notes Payable/Short Term Debt

1,301.6

862.3

1,195.4

1,521.0

2,522.5

Current Portion - Long Term Debt/Capital Leases

480.5

531.6

493.6

375.1

223.2

    Income Taxes Payable

83.2

55.8

25.2

30.7

20.9

    Other Current Liabilities

1,465.6

1,277.4

1,020.0

924.4

763.4

Other Current liabilities, Total

1,548.8

1,333.3

1,045.2

955.2

784.3

Total Current Liabilities

6,983.1

6,817.2

5,800.0

5,940.3

5,683.3

 

 

 

 

 

 

    Long Term Debt

2,137.2

2,745.0

2,300.2

2,050.2

1,119.6

    Capital Lease Obligations

-

-

-

7.7

2.9

Total Long Term Debt

2,137.2

2,745.0

2,300.2

2,057.9

1,122.5

Total Debt

3,919.2

4,138.8

3,989.2

3,953.9

3,868.2

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

203.4

276.0

168.9

144.9

75.4

Deferred Income Tax

203.4

276.0

168.9

144.9

75.4

Minority Interest

15.4

15.8

15.7

14.0

7.8

    Reserves

-

-

-

0.0

7.5

    Pension Benefits - Underfunded

376.0

417.8

413.5

380.5

381.7

    Other Long Term Liabilities

722.9

679.6

660.5

567.5

532.7

Other Liabilities, Total

1,098.8

1,097.4

1,074.0

948.0

921.9

Total Liabilities

10,437.9

10,951.3

9,358.9

9,105.1

7,810.9

 

 

 

 

 

 

    Common Stock

1,634.6

1,866.8

1,855.6

1,645.9

1,557.1

Common Stock

1,634.6

1,866.8

1,855.6

1,645.9

1,557.1

Additional Paid-In Capital

1,701.3

1,943.0

1,931.4

1,713.1

1,620.6

Retained Earnings (Accumulated Deficit)

3,202.9

2,288.5

1,893.7

1,179.1

1,281.7

Treasury Stock - Common

-13.7

-15.3

-16.7

-23.3

-21.1

Unrealized Gain (Loss)

296.3

230.2

139.6

110.3

30.4

    Translation Adjustment

-493.7

-847.3

-824.6

-552.1

-480.2

Other Equity, Total

-493.7

-847.3

-824.6

-552.1

-480.2

Total Equity

6,327.7

5,465.8

4,979.0

4,073.1

3,988.5

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

16,765.6

16,417.1

14,337.9

13,178.2

11,799.4

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

780.4

780.5

780.3

779.0

779.2

Total Common Shares Outstanding

780.4

780.5

780.3

779.0

779.2

Treasury Shares - Common Stock Primary Issue

2.4

2.4

2.6

3.9

3.7

Employees

27,509

27,123

27,296

27,586

27,659

Number of Common Shareholders

28,890

33,139

34,240

39,223

40,839

Total Long Term Debt, Supplemental

2,650.6

3,858.4

2,829.2

2,413.2

1,341.9

Long Term Debt Maturing within 1 Year

480.5

823.9

493.6

363.0

222.3

Long Term Debt Maturing in Year 2

490.1

772.1

500.1

423.5

273.1

Long Term Debt Maturing in Year 3

469.3

478.4

544.7

751.9

339.1

Long Term Debt Maturing in Year 4

440.9

561.5

502.9

332.3

346.4

Long Term Debt Maturing in Year 5

435.4

354.2

499.2

423.3

121.4

Long Term Debt Maturing in 2-3 Years

959.4

1,250.5

1,044.8

1,175.4

612.1

Long Term Debt Maturing in 4-5 Years

876.3

915.7

1,002.2

755.6

467.8

Long Term Debt Matur. in Year 6 & Beyond

334.5

868.4

288.6

119.1

39.6

Total Capital Leases, Supplemental

20.4

20.8

22.4

19.7

3.8

Capital Lease Payments Due in Year 1

9.6

9.1

8.1

12.0

0.9

Capital Lease Payments Due in Year 2

5.5

6.2

7.0

3.6

0.8

Capital Lease Payments Due in Year 3

2.8

3.3

3.8

2.1

0.8

Capital Lease Payments Due in Year 4

1.8

1.6

2.4

1.2

0.5

Capital Lease Payments Due in Year 5

0.6

0.5

0.9

0.6

0.2

Capital Lease Payments Due in 2-3 Years

8.3

9.5

10.8

5.7

1.6

Capital Lease Payments Due in 4-5 Years

2.4

2.1

3.3

1.8

0.7

Cap. Lease Pymts. Due in Year 6 & Beyond

0.1

0.1

0.2

0.2

0.6

Pension Obligation - Domestic

1,140.1

1,244.4

1,217.6

1,105.4

1,047.4

Plan Assets - Domestic

710.8

693.9

611.4

504.4

427.3

Funded Status - Domestic

-429.2

-550.5

-606.2

-601.0

-620.2

Total Funded Status

-429.2

-550.5

-606.2

-601.0

-620.2

Discount Rate - Domestic

0.50%

1.00%

1.40%

1.40%

2.00%

Expected Rate of Return - Domestic

1.40%

1.40%

1.40%

1.40%

0.80%

Prepaid Benefits - Domestic

189.6

147.0

69.8

0.6

0.6

Accrued Liabilities - Domestic

-371.1

-412.1

-406.7

-373.1

-374.6

Other Assets, Net - Domestic

247.8

285.4

269.3

228.4

246.2

Net Assets Recognized on Balance Sheet

66.3

20.3

-67.7

-144.2

-127.9

Total Plan Obligations

1,140.1

1,244.4

1,217.6

1,105.4

1,047.4

Total Plan Assets

710.8

693.9

611.4

504.4

427.3

 

 

 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

Net Income/Starting Line

1,121.9

669.7

737.7

-4.8

-214.1

    Depreciation

741.8

742.3

654.2

707.8

736.8

Depreciation/Depletion

741.8

742.3

654.2

707.8

736.8

    Unusual Items

41.2

-277.5

17.5

232.1

106.1

    Equity in Net Earnings (Loss)

-0.5

-10.3

-30.6

-11.5

-9.2

    Other Non-Cash Items

32.9

9.8

142.6

28.5

139.4

Non-Cash Items

73.7

-278.1

129.6

249.1

236.3

    Accounts Receivable

-161.9

-717.8

311.3

-327.7

149.9

    Inventories

-255.4

-621.0

218.0

607.8

-186.3

    Other Assets

-33.8

-8.3

84.0

-37.0

-19.5

    Accounts Payable

586.7

939.7

-439.2

726.9

-728.1

    Accrued Expenses

16.2

1.9

11.4

12.6

-20.3

    Other Liabilities

3.6

53.9

-92.3

35.4

-47.3

    Other Operating Cash Flow

173.7

-87.4

-1.8

-68.5

-12.8

Changes in Working Capital

329.0

-439.0

91.4

949.4

-864.3

Cash from Operating Activities

2,266.3

694.8

1,612.9

1,901.6

-105.3

 

 

 

 

 

 

    Purchase of Fixed Assets

-733.4

-621.3

-522.0

-571.2

-581.3

    Purchase/Acquisition of Intangibles

-52.8

-40.6

-35.9

-31.1

-27.0

Capital Expenditures

-786.2

-661.9

-557.9

-602.3

-608.3

    Sale of Fixed Assets

23.7

460.6

21.9

25.7

8.3

    Sale/Maturity of Investment

206.3

217.4

247.2

80.1

170.9

    Purchase of Investments

-1,428.7

-1,447.3

-1,277.5

-805.4

-880.1

    Other Investing Cash Flow

1,124.6

1,094.3

969.9

627.8

588.9

Other Investing Cash Flow Items, Total

-74.0

325.0

-38.5

-71.8

-112.0

Cash from Investing Activities

-860.2

-336.9

-596.4

-674.1

-720.4

 

 

 

 

 

 

    Other Financing Cash Flow

-0.4

1.4

3.8

-0.5

0.0

Financing Cash Flow Items

-0.4

1.4

3.8

-0.5

0.0

    Cash Dividends Paid - Common

-89.1

-89.0

-40.8

0.0

-67.1

Total Cash Dividends Paid

-89.1

-89.0

-40.8

0.0

-67.1

        Sale/Issuance of Common

-

-

-

0.0

310.2

        Repurchase/Retirement of Common

-

-

-

-1.0

-0.5

    Common Stock, Net

-

-

-

-1.0

309.7

Issuance (Retirement) of Stock, Net

-

-

-

-1.0

309.7

    Short Term Debt, Net

-345.4

-355.0

-502.2

-1,139.7

691.8

        Long Term Debt Issued

243.7

1,007.9

803.2

1,232.7

368.8

        Long Term Debt Reduction

-541.2

-532.6

-723.9

-291.3

-502.6

    Long Term Debt, Net

-297.5

475.3

79.3

941.4

-133.7

Issuance (Retirement) of Debt, Net

-642.9

120.3

-422.9

-198.3

558.1

Cash from Financing Activities

-732.4

32.8

-459.9

-199.7

800.6

 

 

 

 

 

 

Foreign Exchange Effects

180.4

-4.2

-133.7

-8.8

-155.4

Net Change in Cash

854.1

386.5

422.9

1,018.9

-180.5

 

 

 

 

 

 

Net Cash - Beginning Balance

3,110.6

2,882.0

2,234.4

1,041.1

1,141.0

Net Cash - Ending Balance

3,964.6

3,268.5

2,657.3

2,060.1

960.5

Cash Interest Paid

41.2

46.5

53.6

56.0

30.5

Cash Taxes Paid

179.7

141.8

117.5

65.0

147.1

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Net Sales

23,056.0

19,213.3

18,444.8

15,372.0

14,388.2

Total Revenue

23,056.0

19,213.3

18,444.8

15,372.0

14,388.2

 

 

 

 

 

 

    Cost of finished goods sold

18,100.5

15,481.3

14,487.2

12,403.2

11,589.5

    Other Selling/General/Admin. Expense

1,171.9

1,095.3

-

-

-

    Salary/Bonus

539.0

542.7

497.4

481.2

465.7

    Advertisement

588.9

461.6

437.5

442.0

455.4

    Sales incentive expenses

532.1

391.1

412.5

355.0

424.5

    Allowance Bonus

81.6

76.5

68.5

58.5

53.6

    Research&Development

590.8

608.1

499.2

398.5

422.1

    Depreciation

11.8

-

-

-

-

    Other SGA

-

-

1,060.7

939.3

1,035.0

    Gain On Sale Of Loans Receivable

-3.9

-

-

-

-

    State subsidy

-20.9

-

-

-

-

    Loss on reduction of noncurrent assets

20.9

-

-

-

-

    Provision for loss on transfer of busine

11.7

52.9

-

-

-

    SP Reverse-Doubt.Acct

-

-

-4.8

-3.0

-1.1

    SP G on prior period adjustments

-

-

-

-

0.0

    SP G on pension accounting change

-

-

-

0.0

-8.4

    SP Other Special Gain

-16.4

-44.1

-0.1

-0.6

-10.4

    SP Impairment Loss

1.7

0.8

17.0

192.7

10.4

    SP Loss on disaster

-

91.9

85.8

0.0

-

    SP Loss Val. Invest Sec

0.7

5.1

4.8

5.6

10.7

    SP Loss on prior periods adjustment

-

-

71.3

0.0

-

    SP Spec. prov. for doubtful acts

-

-

-

0.0

26.3

    SP Reserve for construction losses

-

-

-

0.0

28.9

    SP Loss on abandonment of inventories

-

-

0.0

12.8

0.0

    SP Prov. for loss on transfer of busine

-

-

0.0

-

-

    SP L adjust for changes of acct. assets

-

-

4.3

0.0

-

    SP L reconstruction of office building

-

-

7.7

0.0

-

    SP Other Special Loss

78.8

44.0

43.8

9.0

88.1

    NOP G. Derivative Valuation

-

-

-6.7

-0.1

0.0

    NOP Loss Valuation Derivative

20.7

64.8

0.0

1.9

52.7

    NOP Dep. exp.

-

-

13.6

13.9

10.0

Total Operating Expense

21,709.8

18,872.0

17,699.6

15,309.8

14,653.0

 

 

 

 

 

 

    NOP Interest Income

16.9

13.8

12.8

10.4

26.5

    NOP Dividend Income

15.2

12.7

9.9

8.1

10.7

    Depreciation

-

-14.8

-

-

-

    NOP Rental Income

7.1

6.7

6.5

6.2

5.8

    NOP Equity Gain

0.5

10.3

30.6

11.5

9.2

    NOP Exchange Gain

-

29.0

0.0

1.1

77.3

    NOP Other Income

5.6

14.6

19.7

11.6

17.7

    NOP Interest Expense

-40.2

-47.9

-52.8

-53.2

-33.0

    NOP Foreign exchange losses

-187.1

-

-11.8

0.0

0.0

    NOP Other Expense

-24.3

-44.3

-30.3

-33.7

-39.7

    SP Gain on Asset Sale

12.2

362.9

10.3

3.8

3.6

    SP Gain Sale Invest Sec

6.6

11.3

7.6

2.2

6.7

    SP G on transfer of acct. receive.

-

-

10.3

3.2

8.3

    SP Loss on Asset Sale/Retire.

-35.3

-23.4

-18.1

-36.1

-37.9

    SP Loss Sale Inv. Secs.

-1.7

-2.6

-2.2

-2.0

-4.7

Net Income Before Taxes

1,121.9

669.7

737.7

-4.8

-214.1

 

 

 

 

 

 

Provision for Income Taxes

-321.2

181.5

149.4

173.6

483.6

Net Income After Taxes

1,443.1

488.2

588.3

-178.3

-697.8

 

 

 

 

 

 

    Minority Interest

-1.7

-1.2

-1.0

1.4

1.8

Net Income Before Extra. Items

1,441.3

487.0

587.3

-177.0

-696.0

Net Income

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

    Director's Retire

-

-

-

-

0.0

Income Available to Com Excl ExtraOrd

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

1,441.3

487.0

587.3

-177.0

-696.0

 

 

 

 

 

 

Basic Weighted Average Shares

780.4

780.4

779.5

779.1

760.4

Basic EPS Excluding ExtraOrdinary Items

1.85

0.62

0.75

-0.23

-0.92

Basic EPS Including ExtraOrdinary Items

1.85

0.62

0.75

-0.23

-0.92

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

1,441.3

487.0

587.3

-177.0

-696.0

Diluted Weighted Average Shares

780.4

780.4

779.5

779.1

760.4

Diluted EPS Excluding ExtraOrd Items

1.85

0.62

0.75

-0.23

-0.92

Diluted EPS Including ExtraOrd Items

1.85

0.62

0.75

-0.23

-0.92

DPS-Ordinary Shares

0.18

0.11

0.11

0.00

0.04

Gross Dividends - Common Stock

141.2

89.0

82.0

0.0

34.9

Normalized Income Before Taxes

1,238.2

545.6

958.2

229.8

9.0

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

-280.5

147.8

194.0

255.7

561.7

Normalized Income After Taxes

1,518.7

397.7

764.2

-25.9

-552.8

 

 

 

 

 

 

Normalized Inc. Avail to Com.

1,516.9

396.5

763.2

-24.5

-550.9

 

 

 

 

 

 

Basic Normalized EPS

1.94

0.51

0.98

-0.03

-0.72

Diluted Normalized EPS

1.94

0.51

0.98

-0.03

-0.72

Selling General And Administrative Expen

532.1

391.1

-

-

-

Advertisement

588.9

461.6

437.5

442.0

455.4

Research And Development Expense(cogs)

592.3

-

-

-

-

Research&Development (SGA)

-

608.1

499.2

398.5

422.1

Research&Development (COGS)

-

-

1.5

1.4

4.1

Interest Expense

40.2

47.9

52.8

53.2

33.0

BC - Depreciation of Fixed Assets

741.8

-

-

-

-

Amort of Tangible Assets-Current Portion

-

742.3

-

-

-

Depreciation

-

-

654.2

707.8

736.8

    Income taxes-current

211.7

153.0

-

-

-

    Income taxes-current

-

-

-

113.0

-

Current Tax - Total

211.7

153.0

-

113.0

-

    Income taxes-deferred

-532.9

28.5

-

-

-

    Income taxes-deferred

-

-

-

60.6

-

Deferred Tax - Total

-532.9

28.5

-

60.6

-

Income Tax - Total

-321.2

181.5

-

173.6

-

Reported operating profit

1,451.3

556.7

981.8

294.3

-57.8

Reported ordinary profit

1,212.6

472.1

959.5

240.6

-45.8

Retirement Benefit Expenses Service Cost

115.6

-

-

-

-

Service cost

-

82.5

71.5

68.4

52.4

Interest cost

18.1

20.0

20.9

20.7

19.2

Expected return on plan asset

-17.4

-21.8

-18.8

-15.5

-22.2

Actuarial G/L

27.6

26.8

22.7

21.3

9.4

Prior service cost

0.5

0.8

0.6

0.4

0.3

Return of Pension Plan

1.0

-4.1

-2.8

0.0

-8.4

Nonrecurr. add. retire. benefits

-

2.4

2.6

1.9

-

Domestic Pension Plan Expense

145.4

106.5

96.7

97.1

50.8

Defined Contribution Expense

-

33.0

28.9

23.5

24.0

Total Pension Expense

145.4

139.5

125.5

120.6

74.8

Discount rate

0.50%

1.00%

1.40%

1.40%

2.00%

Expected rate of return

1.40%

1.40%

1.40%

1.40%

0.80%

 



 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

94.088557

82.385362

82.88

93.44

98.77

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Cash/Equivalents

3,030.7

2,884.2

2,554.3

1,804.8

791.2

    Notes and accounts receivable-trade

1,320.4

1,420.9

926.8

1,107.9

833.8

    Lease investment

235.4

265.4

278.1

297.4

274.1

    Short-term investment securities

705.4

384.0

254.1

133.3

115.8

    Inventories - merchandise&finished goods

1,741.5

1,477.0

879.2

1,084.7

1,302.5

    Inventories - work-in-process

536.7

681.5

682.5

637.8

976.3

    Inventories - raw materials&supplies

374.3

409.2

446.1

381.8

346.8

    Deferred Taxes

562.7

211.2

166.0

166.4

161.2

    Short-term loans receivable

1,030.8

956.3

723.8

811.0

601.7

    Other Assets

505.7

582.9

475.3

430.4

545.2

    Allw-Doubt.Acct

-10.1

-16.9

-22.3

-18.0

-15.3

Total Current Assets

10,033.5

9,255.7

7,363.9

6,837.4

5,933.2

 

 

 

 

 

 

    Buildings and structures, net

1,203.0

1,376.0

1,427.0

1,338.7

1,249.4

    Machinery, equipment and vehicles, net

1,242.1

1,204.4

980.5

935.5

1,094.2

    Land

1,838.8

2,086.8

2,144.0

1,921.1

1,860.3

    Lease asset

-

-

-

0.0

3.5

    Vehicles and equipment on operating leas

138.8

150.0

141.8

196.9

206.8

    Constr. in Prog.

151.3

145.9

258.1

135.6

124.4

    Other

155.2

208.8

247.0

283.1

200.3

    Goodwill

-

-

-

-

36.7

    Other Intangible

135.5

143.4

145.3

128.4

104.8

    Other LT invest.

-

883.6

-

-

-

    LT Inv. Securities

989.0

-

755.2

659.4

524.8

    Invt Secs Noncons, Asc, Affd Cos

-

59.7

-

-

-

    Invts in Capital Noncons, Ascd, Affd Cos

-

96.0

-

-

-

    Equity secs.-nonconsol affil.&sub.

-

-

65.8

66.0

-

    Inv't partnership-nonconsol.affil.&subs.

-

-

89.7

56.8

-

    LT Loans Rcvbl.

-

-

-

29.2

33.8

    Deferred tax assets

66.2

22.7

21.9

61.5

108.4

    Other

854.8

-

-

-

-

    Other Other Long Term Assets

-

827.6

-

-

-

    Other

-

-

746.0

584.0

378.9

    Allowance for investment loss

-

-

0.0

-0.3

0.0

    Doubtful Accts.

-42.4

-43.5

-48.4

-55.1

-60.0

Total Assets

16,765.6

16,417.1

14,337.9

13,178.2

11,799.4

 

 

 

 

 

 

    Notes and accounts payable-trade

2,579.9

3,047.2

2,134.4

2,322.9

1,498.6

    Electronically recorded obligations-oper

654.6

-

-

-

-

    Short-term loans payable

646.9

862.3

1,195.4

1,521.0

2,279.5

    Commercial Paper

-

-

-

0.0

243.0

    Current portion of long-term loans payab

480.4

288.7

252.2

148.9

222.3

    Cur.Port. Bonds

0.1

242.9

241.4

214.1

0.0

    Cur.Port. Capital Lease

-

-

-

12.0

0.9

    Income Tax Payable

83.2

55.8

25.2

30.7

20.9

    Accrued Expenses

882.5

842.8

734.5

601.9

511.5

    Accrued Bonus

189.9

200.0

196.9

164.3

143.2

    Provision for loss on litigation

3.9

-

-

-

-

    Provision for loss on transfer of busine

27.1

50.7

-

-

-

    Warranty Reserve

369.2

350.3

327.8

214.0

181.6

    Provision for loss on transfer of busine

-

-

0.0

-

-

    Reserve for construction losses

9.8

34.5

56.5

15.0

7.7

    Other

1,055.6

841.9

635.7

695.4

574.1

Total Current Liabilities

6,983.1

6,817.2

5,800.0

5,940.3

5,683.3

 

 

 

 

 

 

    Capital Lease Liab.

-

-

-

7.7

2.9

    Bonds

149.4

49.4

290.5

471.9

607.5

    Long-term loans payable

1,987.7

2,695.6

2,009.7

1,578.3

512.1

Total Long Term Debt

2,137.2

2,745.0

2,300.2

2,057.9

1,122.5

 

 

 

 

 

 

    Deferred tax liabilities (non-current)

203.4

276.0

168.9

144.9

75.4

    Rsrv-Accr.Retire

371.1

412.1

406.7

373.1

374.6

    Provision for directors'' retirement ben

4.9

5.7

6.8

7.3

7.1

    Reserve debt guarantee

-

-

-

0.0

7.5

    Other Liabilities

722.9

679.6

660.5

567.5

532.7

    Minority Int.

15.4

15.8

15.7

14.0

7.8

Total Liabilities

10,437.9

10,951.3

9,358.9

9,105.1

7,810.9

 

 

 

 

 

 

    Common Stock

1,634.6

1,866.8

1,855.6

1,645.9

1,557.1

    Total capital surpluses

1,701.3

1,943.0

1,931.4

1,713.1

1,620.6

    Total retained earnings

3,202.9

2,288.5

1,893.7

1,179.1

1,281.7

    Treasury Stock

-13.7

-15.3

-16.7

-23.3

-21.1

    Valuation difference on available-for-sa

296.3

230.2

139.6

110.3

30.4

    Trans. Adjust.

-493.7

-847.3

-824.6

-552.1

-480.2

Total Equity

6,327.7

5,465.8

4,979.0

4,073.1

3,988.5

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

16,765.6

16,417.1

14,337.9

13,178.2

11,799.4

 

 

 

 

 

 

    S/O-Ordinary Shares

780.4

780.5

780.3

779.0

779.2

Total Common Shares Outstanding

780.4

780.5

780.3

779.0

779.2

T/S-Ordinary Shares

2.4

2.4

2.6

3.9

3.7

Full-Time Employees

27,509

27,123

27,296

27,586

27,659

Total Number of Shareholders

28,890

33,139

-

-

-

Number of Common Shareholders

-

-

34,240

39,223

40,839

Within One Year

0.1

535.2

-

-

-

Division And End Of Current Period Remai

480.4

288.7

-

-

-

Long Term Debt Maturing within 1 Yr

-

-

493.6

363.0

222.3

Over One Year And Within Two Years

43.2

242.9

-

-

-

Lns Pble Maturing over a Yr within 2 Yrs

446.9

529.2

-

-

-

Long Term Debt Maturing within 2 Yr

-

-

500.1

423.5

273.1

Over Two Years And Within Three Years

-

0.1

-

-

-

Lns Pble Maturg over 2 Yrs within 3 Yrs

469.3

478.2

-

-

-

Long Term Debt Maturing within 3 Yr

-

-

544.7

751.9

339.1

Over Three Years And Within Four Years

106.3

49.3

-

-

-

Over Four Years And Within Five Years

-

0.0

-

-

-

Lns Pble Maturg over 3 Yrs within 4 Yrs

334.7

512.2

-

-

-

Long Term Debt Maturing within 4 Yr

-

-

502.9

332.3

346.4

Lns Pble Maturg over 4 Yrs within 5 Yrs

435.4

354.2

-

-

-

Long Term Debt Maturing within 5 Yr

-

-

499.2

423.3

121.4

Other Division And End Of Current Period

301.5

-

-

-

-

Loans Payable Remaining

-

821.7

-

-

-

Other Interest Bearing Remaining

33.0

46.7

-

-

-

Long Term Debt Remaining Maturity

-

-

288.6

119.1

39.6

Total Long Term Debt, Supplemental

2,650.6

3,858.4

2,829.2

2,413.2

1,341.9

Capital Lease Within 1 Year

9.6

9.1

8.1

12.0

0.9

Cap Lease Maturg over a Yr within 2 Yrs

5.5

6.2

-

-

-

Capital Lease Within 2 Years

-

-

7.0

3.6

0.8

Cap Lease Maturg over 2 Yr within 3 Yrs

2.8

3.3

-

-

-

Capital Lease Within 3 Years

-

-

3.8

2.1

0.8

Cap Lease Maturg over 3 Yr within 4 Yrs

1.8

1.6

-

-

-

Capital Lease Within 4 Years

-

-

2.4

1.2

0.5

Cap Lease Maturg over 4 Yr within 5 Yrs

0.6

0.5

-

-

-

Capital Lease Within 5 Years

-

-

0.9

0.6

0.2

Other Division And End Of Current Period

0.1

-

-

-

-

Capital Lease Remaining

-

0.1

-

-

-

Capital Lease remaining

-

-

0.2

0.2

0.6

Total Capital Leases, Supplemental

20.4

20.8

22.4

19.7

3.8

Pension obligation

1,140.1

1,244.4

1,217.6

1,105.4

1,047.4

Fair value of plan asset

710.8

693.9

611.4

504.4

427.3

Funded status

-429.2

-550.5

-606.2

-601.0

-620.2

Total Funded Status

-429.2

-550.5

-606.2

-601.0

-620.2

Discont rate

0.50%

1.00%

1.40%

1.40%

2.00%

Expected return rate

1.40%

1.40%

1.40%

1.40%

0.80%

Unrecog. actuarial G/L

243.0

281.8

265.1

225.5

241.2

Unrecog. prior service cost

4.7

3.7

4.2

2.9

5.0

Prepaid pension benefit

189.6

147.0

69.8

0.6

0.6

Reserve for accrued pension benefit

-371.1

-412.1

-406.7

-373.1

-374.6

Net Assets Recognized on Balance Sheet

66.3

20.3

-67.7

-144.2

-127.9

 

 



 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

KPMG AZSA LLC

KPMG AZSA LLC

KPMG LLP

KPMG LLP

KPMG LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

Net Income,Bf.Tax

1,121.9

669.7

737.7

-4.8

-214.1

    Depreciation

741.8

742.3

654.2

707.8

736.8

    Impairment Loss

1.7

0.8

17.0

192.7

10.4

    Increase (decrease) in provision for los

4.4

-

-

-

-

    Increase (decrease) in allowance for dou

-0.7

-11.2

-11.3

-6.8

29.4

    Increase (decrease) in provision for bon

16.2

1.9

11.4

12.6

-20.3

    Increase (decrease) in provision for pro

33.3

21.0

100.6

18.4

-5.3

    Increase (decrease) in provision for los

-23.2

-23.3

38.3

6.9

7.6

    D/I In Provi. For Retirement Benefits

11.0

1.9

-15.0

-24.7

-50.3

    Int.&Divid. Income

-32.2

-26.5

-22.7

-18.5

-37.2

    Interest Expense

40.2

47.9

52.8

53.2

33.0

    Loss (gain) on valuation of derivatives

20.7

64.8

-6.7

-

-

    Loss (gain) on valuation of derivatives

-

-

-

1.8

52.7

    Equity in (earnings) losses of affiliate

-0.5

-10.3

-30.6

-11.5

-9.2

    L/G on sales&retire. of noncur. Assets

23.0

-339.5

7.7

32.3

34.4

    Loss (gain) on sales and valuation of in

-4.2

-3.6

-0.5

5.4

8.6

    G/Prior Yr. Income

-

-

-

-

0.0

    Losses on transfer of receivables

-

-

-

-

0.0

    D/I In Notes&Accounts Receivable Trade

15.2

-514.2

294.2

-197.0

59.1

    Decrease (increase) in inventories

-255.4

-621.0

218.0

607.8

-186.3

    Increase (decrease) in notes and account

586.7

939.7

-439.2

726.9

-728.1

    Decrease (increase) in lease investment

-3.4

15.0

51.9

-6.2

-15.3

    Decrease (increase) in operating loans r

-177.2

-203.6

17.1

-130.8

90.8

    Decrease (increase) in vehicles and equi

-30.5

-23.3

32.1

-30.8

-

    Lease Assets

-

-

-

-

-4.1

    Increase (decrease) in deposits received

3.6

53.9

-92.3

35.4

-47.3

    Increase (decrease) in cash and cash equ

257.0

-

-

-

-

    Other, net

105.2

72.0

146.4

33.9

127.6

    Int.&Divid. Rcvd

32.5

28.8

23.0

18.5

37.2

    Interest Paid

-41.2

-46.5

-53.6

-56.0

-30.5

    Income Taxes Paid

-179.7

-141.8

-117.5

-65.0

-147.1

    Oversea subs. FYE change

-

-

-

-

141.9

    Cash Consolid. Subs.

-

-

-

-

20.4

Cash from Operating Activities

2,266.3

694.8

1,612.9

1,901.6

-105.3

 

 

 

 

 

 

    Purchase of short-term investment securi

-117.6

-65.9

-49.4

-7.6

-22.5

    Proceeds from sales of short-term invest

62.3

42.0

52.0

11.4

53.0

    Purchase of property, plant and equipmen

-733.4

-621.3

-522.0

-571.2

-581.3

    Proceeds from sales of property, plant a

23.7

460.6

21.9

25.7

8.3

    Purchase lease asset

-

-

-

-

0.0

    Sale lease asset

-

-

-

-

0.0

    Purc. Intangible

-52.8

-40.6

-35.9

-31.1

-27.0

    Purch. Invest. Secs.

-174.8

-207.3

-241.8

-161.9

-203.3

    Sale Invest. Secs.

144.1

175.5

195.1

68.7

117.9

    Closely-held inv'ts made

-

-

-

-0.5

-15.4

    Loans made

-1,136.2

-1,174.1

-986.3

-635.4

-638.8

    Loans collected

1,125.4

1,119.0

990.2

631.8

598.7

    Other, net

-0.8

-24.8

-20.3

-4.0

-9.8

Cash from Investing Activities

-860.2

-336.9

-596.4

-674.1

-720.4

 

 

 

 

 

 

    Net increase (decrease) in short-term lo

-345.4

-355.0

-502.2

-881.4

512.7

    Commercial Paper,net

-

-

0.0

-258.2

179.1

    Proceeds from long-term loans payable

123.2

1,007.9

803.2

1,188.6

368.8

    Repayment of long-term loans payable

-288.5

-269.3

-475.2

-281.0

-204.0

    Proceeds from issuance of bonds

120.5

-

0.0

44.1

0.0

    Redemption of bonds

-241.2

-253.4

-233.5

0.0

-298.6

    Purch. Treasury Stock

-

-

-

-1.0

-0.5

    Sale of Treasury Stk

-

-

-

0.0

310.2

    Cash dividends paid

-89.1

-89.0

-40.8

0.0

-67.1

    Repayments of lease obligations

-11.5

-9.8

-15.2

-10.3

0.0

    Other, net

-0.4

1.4

3.8

-0.5

0.0

Cash from Financing Activities

-732.4

32.8

-459.9

-199.7

800.6

 

 

 

 

 

 

Foreign Exchange Effects

180.4

-4.2

-133.7

-8.8

-155.4

Net Change in Cash

854.1

386.5

422.9

1,018.9

-180.5

 

 

 

 

 

 

Net Cash - Beginning Balance

3,110.6

2,882.0

2,234.4

1,041.1

1,141.0

Net Cash - Ending Balance

3,964.6

3,268.5

2,657.3

2,060.1

960.5

    Cash Interest Paid

41.2

46.5

53.6

56.0

30.5

    Cash Taxes Paid

179.7

141.8

117.5

65.0

147.1

 

 

Financial Health

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

Key Indicators USD (mil)

 

Quarter
Ending
30-Jun-2013

Quarter
Ending
Yr Ago

Annual
Year End
31-Mar-2013

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

5,549.0

27.52%

23,056.0

26.09%

10.22%

4.00%

Research & Development1 (?)

-

-

590.8

2.09%

9.79%

-0.81%

Operating Income1 (?)

785.5

196.67%

1,346.2

314.44%

168.38%

23.47%

Income Available to Common Excl Extraord Items1 (?)

491.7

196.36%

1,441.3

211.00%

-

45.28%

Basic EPS Excl Extraord Items1 (?)

0.63

196.38%

1.85

210.99%

-

42.88%

Capital Expenditures2 (?)

197.7

46.05%

786.2

24.81%

5.23%

-11.81%

Cash from Operating Activities2 (?)

723.6

17.57%

2,266.3

242.72%

2.09%

11.81%

Free Cash Flow (?)

527.6

9.53%

1,305.2

4,619.68%

0.56%

-

Total Assets3 (?)

16,549.5

20.10%

16,765.6

16.63%

8.61%

4.00%

Total Liabilities3 (?)

9,953.8

8.92%

10,437.9

8.85%

4.90%

4.11%

Total Long Term Debt3 (?)

2,042.9

-14.03%

2,137.2

-11.08%

1.50%

14.39%

Employees3 (?)

-

-

27509

1.42%

-0.09%

0.82%

Total Common Shares Outstanding3 (?)

780.4

-0.01%

780.4

0.00%

0.06%

1.68%

1-ExchangeRate: JPY to USD Average for Period

98.564314

 

82.970472

 

 

 

2-ExchangeRate: JPY to USD Average for Period

98.564314

 

82.970472

 

 

 

3-ExchangeRate: JPY to USD Period End Date

98.239969

 

94.088557

 

 

 

Key Ratios

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Profitability

Gross Margin (?)

21.49%

19.42%

21.46%

19.23%

19.45%

Operating Margin (?)

5.84%

1.78%

4.04%

0.40%

-1.84%

Pretax Margin (?)

4.87%

3.49%

4.00%

-0.03%

-1.49%

Net Profit Margin (?)

6.25%

2.53%

3.18%

-1.15%

-4.84%

Financial Strength

Current Ratio (?)

1.44

1.36

1.27

1.15

1.04

Long Term Debt/Equity (?)

0.34

0.50

0.46

0.51

0.28

Total Debt/Equity (?)

0.62

0.76

0.80

0.97

0.97

Management Effectiveness

Return on Assets (?)

8.17%

3.03%

4.17%

-1.38%

-5.70%

Return on Equity (?)

22.87%

8.91%

12.69%

-4.25%

-15.76%

Efficiency

Receivables Turnover (?)

16.01

15.92

17.88

15.64

16.47

Inventory Turnover (?)

6.51

6.47

6.84

5.06

4.48

Asset Turnover (?)

1.31

1.19

1.31

1.19

1.17

Market Valuation USD (mil)

P/E (TTM) (?)

12.66

.

Enterprise Value2 (?)

19,350.8

Price/Sales (TTM) (?)

0.95

.

Enterprise Value/Revenue (TTM) (?)

0.94

Price/Book (MRQ) (?)

2.96

.

Enterprise Value/EBITDA (TTM) (?)

8.62

Market Cap as of 16-Aug-20131 (?)

19,691.2

.

 

 

1-ExchangeRate: JPY to USD on 16-Aug-2013

97.842503

 

 

 

2-ExchangeRate: JPY to USD on 30-Jun-2013

98.239969

 

 

 

 

 

Ratio Comparisons

 

Traded:

Financials in: USD (actual units)

Industry: Auto & Truck Manufacturers

As of 16-Aug-2013

Sector: Consumer Cyclical

 

 

Company

Industry

Sector

S&P 500

Valuation Ratios

P/E Excluding Extraordinary (TTM) (?)

12.66

22.96

24.19

19.68

P/E High Excluding Extraordinary - Last 5 Yrs (?)

13.50

63.34

29.06

32.79

P/E Low Excluding Extraordinary - Last 5 Yrs (?)

8.30

9.00

9.37

10.71

Beta (?)

1.44

2.11

1.71

1.00

Price/Revenue (TTM) (?)

0.95

0.89

1.29

2.57

Price/Book (MRQ) (?)

2.96

3.49

3.76

3.67

Price to Tangible Book (MRQ) (?)

3.04

9.67

6.82

5.21

Price to Cash Flow Per Share (TTM) (?)

8.96

14.40

15.89

14.22

Price to Free Cash Flow Per Share (TTM) (?)

16.64

17.13

22.86

26.26

 

 

 

 

 

Dividends

Dividend Yield (?)

0.61%

0.91%

1.69%

2.26%

Dividend Per Share - 5 Yr Avg (?)

7.50

1.88

1.64

1.99

Dividend 5 Yr Growth (?)

10.76%

-80.07%

-29.80%

0.08%

Payout Ratio (TTM) (?)

7.72%

4.72%

13.41%

25.98%

 

 

 

 

 

Growth Rates (%)

Revenue (MRQ) vs Qtr 1 Yr Ago (?)

27.52%

14.82%

17.88%

15.58%

Revenue (TTM) vs TTM 1 Yr Ago (?)

23.42%

7.10%

15.15%

17.69%

Revenue 5 Yr Growth (?)

4.00%

-5.43%

1.89%

8.97%

EPS (MRQ) vs Qtr 1 Yr Ago (?)

196.38%

-17.23%

-0.73%

19.49%

EPS (TTM) vs TTM 1 Yr Ago (?)

475.69%

67.26%

48.61%

32.55%

EPS 5 Yr Growth (?)

42.88%

-14.46%

0.58%

9.86%

Capital Spending 5 Yr Growth (?)

-11.81%

-4.63%

-1.26%

-2.04%

 

 

 

 

 

Financial Strength

Quick Ratio (MRQ) (?)

1.13

1.09

1.36

1.24

Current Ratio (MRQ) (?)

1.50

1.64

2.26

1.79

LT Debt/Equity (MRQ) (?)

0.31

0.28

0.52

0.64

Total Debt/Equity (MRQ) (?)

0.56

0.50

0.65

0.73

Interest Coverage (TTM) (?)

7.77

7.23

7.89

13.80

 

 

 

 

 

Profitability Ratios (%)

Gross Margin (TTM) (?)

23.42%

13.08%

26.74%

45.21%

Gross Margin - 5 Yr Avg (?)

20.30%

17.18%

29.20%

44.91%

EBITD Margin (TTM) (?)

10.86%

3.68%

8.96%

24.43%

EBITD Margin - 5 Yr Avg (?)

7.36%

5.57%

9.28%

22.84%

Operating Margin (TTM) (?)

8.03%

2.05%

6.73%

20.63%

Operating Margin - 5 Yr Avg (?)

2.30%

-2.20%

5.31%

18.28%

Pretax Margin (TTM) (?)

6.80%

3.20%

6.58%

17.95%

Pretax Margin - 5 Yr Avg (?)

2.37%

-0.85%

5.03%

17.10%

Net Profit Margin (TTM) (?)

7.48%

2.68%

4.89%

13.65%

Net Profit Margin - 5 Yr Avg (?)

1.55%

-0.33%

3.66%

12.10%

Effective Tax Rate (TTM) (?)

-9.88%

14.43%

24.56%

28.45%

Effective Tax rate - 5 Yr Avg (?)

34.83%

24.36%

31.05%

29.92%

 

 

 

 

 

Management Effectiveness (%)

Return on Assets (TTM) (?)

10.19%

0.82%

5.40%

8.54%

Return on Assets - 5 Yr Avg (?)

1.91%

0.85%

5.11%

8.40%

Return on Investment (TTM) (?)

17.07%

1.79%

5.61%

7.90%

Return on Investment - 5 Yr Avg (?)

3.41%

-0.43%

4.46%

8.27%

Return on Equity (TTM) (?)

27.48%

4.61%

13.72%

19.72%

Return on Equity - 5 Yr Avg (?)

5.59%

20.19%

15.21%

20.06%

 

 

 

 

 

Efficiency

Revenue/Employee (TTM) (?)

73,830,570.00

621,295.07

495,155.30

927,613.77

Net Income/Employee (TTM) (?)

5,520,266.00

21,076.53

35,593.51

116,121.92

Receivables Turnover (TTM) (?)

18.80

7.30

7.92

13.25

Inventory Turnover (TTM) (?)

7.03

19.64

12.48

14.53

Asset Turnover (TTM) (?)

1.36

0.80

1.11

0.93

 

 

 

Annual Ratios

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 



 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Financial Strength

Current Ratio (?)

1.44

1.36

1.27

1.15

1.04

Quick/Acid Test Ratio (?)

0.87

0.83

0.76

0.65

0.41

Working Capital1 (?)

3,050.3

2,438.5

1,563.9

897.1

250.0

Long Term Debt/Equity (?)

0.34

0.50

0.46

0.51

0.28

Total Debt/Equity (?)

0.62

0.76

0.80

0.97

0.97

Long Term Debt/Total Capital (?)

0.21

0.29

0.26

0.26

0.14

Total Debt/Total Capital (?)

0.38

0.43

0.44

0.49

0.49

Payout Ratio (?)

9.79%

18.27%

13.94%

0.00%

-4.89%

Effective Tax Rate (?)

-28.63%

27.10%

20.25%

-

-

Total Capital1 (?)

10,246.9

9,604.6

8,968.2

8,027.0

7,856.7

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

1.31

1.19

1.31

1.19

1.17

Inventory Turnover (?)

6.51

6.47

6.84

5.06

4.48

Days In Inventory (?)

56.03

56.43

53.37

72.11

81.54

Receivables Turnover (?)

16.01

15.92

17.88

15.64

16.47

Days Receivables Outstanding (?)

22.80

22.93

20.41

23.34

22.15

Revenue/Employee2 (?)

739,088

678,934

698,655

554,264

529,229

Operating Income/Employee2 (?)

43,154

12,061

28,226

2,242

-9,741

EBITDA/Employee2 (?)

66,932

38,291

53,007

27,763

17,360

 

 

 

 

 

 

Profitability

Gross Margin (?)

21.49%

19.42%

21.46%

19.23%

19.45%

Operating Margin (?)

5.84%

1.78%

4.04%

0.40%

-1.84%

EBITDA Margin (?)

9.06%

5.64%

7.59%

5.01%

3.28%

EBIT Margin (?)

5.84%

1.78%

4.04%

0.40%

-1.84%

Pretax Margin (?)

4.87%

3.49%

4.00%

-0.03%

-1.49%

Net Profit Margin (?)

6.25%

2.53%

3.18%

-1.15%

-4.84%

R&D Expense/Revenue (?)

2.56%

3.16%

2.71%

2.59%

2.93%

COGS/Revenue (?)

78.51%

80.58%

78.54%

80.77%

80.55%

SG&A Expense/Revenue (?)

12.64%

13.36%

13.43%

14.81%

16.92%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

8.17%

3.03%

4.17%

-1.38%

-5.70%

Return on Equity (?)

22.87%

8.91%

12.69%

-4.25%

-15.76%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

1.67

0.04

1.40

1.66

-0.93

Operating Cash Flow/Share 2 (?)

2.56

0.85

2.14

2.43

-0.14

1-ExchangeRate: JPY to USD Period End Date

94.088557

82.385362

82.88

93.44

98.77

2-ExchangeRate: JPY to USD Average for Period

94.088557

82.385362

82.88

93.44

98.77

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

12.70

Market Cap/Equity (MRQ) (?)

2.97

Market Cap/Revenue (TTM) (?)

0.95

Market Cap/EBIT (TTM) (?)

11.22

Market Cap/EBITDA (TTM) (?)

8.73

Enterprise Value/Earnings (TTM) (?)

12.53

Enterprise Value/Equity (MRQ) (?)

2.93

Enterprise Value/Revenue (TTM) (?)

0.94

Enterprise Value/EBIT (TTM) (?)

11.07

Enterprise Value/EBITDA (TTM) (?)

8.62

 

 

Stock Report

 

 

  

 

Stock Snapshot    

 

 

Traded:   

As of 16-Aug-2013    US Dollars

Recent Price

$2,461.00

 

EPS

$161.27

52 Week High

$2,882.00

 

Price/Sales

1.01

52 Week Low

$605.00

 

Dividend Rate

$15.00

Avg. Volume (mil)

13.65

 

Price/Earnings

12.58

Market Value (mil)

$1,926,633.00

 

Price/Book

3.23

 

 

 

Beta

1.44

 

Price % Change

Rel S&P 500%

4 Week

-12.48%

-7.17%

13 Week

0.86%

10.62%

52 Week

272.31%

147.35%

Year to Date

128.72%

72.10%

 

 

 

 

 

 

Stock History    

 

 

Market Cap History

 

31-Mar-08

% Chg

30-Sep-07

% Chg

31-Mar-07

% Chg

Total Common Shares Outstanding

719

0.0

719

0.0

719

10.3

Yearly Price History

 

2013

% Chg

2012

% Chg

2011

% Chg

2010

% Chg

2009

% Chg

High Price

57.60

126.3

25.45

35.5

18.78

20.4

15.60

61.2

9.68

-16.1

Low Price

24.50

105.0

11.95

14.6

10.42

18.9

8.77

71.0

5.13

3.4

Year End Price

50.48

100.2

25.21

109.4

12.04

-22.8

15.60

61.2

9.68

79.3

Monthly Price History

Price Ending Date

Open

High

Low

Close

Volume

 

16-Aug-13

52.21

53.00

47.50

50.48

100,566

 

31-Jul-13

50.17

57.60

48.97

49.47

183,732

 

28-Jun-13

43.84

49.84

41.00

49.61

323,779

 

31-May-13

36.79

54.14

36.57

45.68

434,128

 

30-Apr-13

30.11

38.11

29.57

37.73

2,307,017

 

28-Mar-13

30.15

33.06

29.65

31.66

474,315

 

28-Feb-13

27.75

30.26

27.16

30.10

505,849

 

31-Jan-13

25.47

27.10

24.50

27.02

373,184

 

31-Dec-12

22.59

25.45

21.70

25.21

556,565

 

30-Nov-12

19.38

22.52

18.97

22.49

557,892

 

31-Oct-12

16.14

19.50

16.14

19.49

270,751

 

28-Sep-12

15.88

17.49

15.48

16.50

203,472

 

31-Aug-12

14.75

16.98

14.61

16.01

350,779

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.67.70

UK Pound

1

Rs.105.14

Euro

1

Rs.90.03

 

 

INFORMATION DETAILS

 

Report Prepared by :

PRL

 

 

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.