MIRA INFORM REPORT

 

 

Report Date :

19.12.2013

 

IDENTIFICATION DETAILS

 

Name :

ALCONIX CORPORATION

 

 

Registered Office :

12F, Sanno Park Tower 2-11-1, Nagata-cho Chiyoda-Ku, 100-6112

 

 

Country :

Japan

 

 

Financials (as on) :

31.03.2013

 

 

Date of Incorporation :

01.07.1981

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Subject is a distributor of various nonferrous metal products. Light Metal and Copper Product segment supplies aluminum rolled products, extrusions, castings, processed goods and parts, aluminum plate materials, and copper rolled products

 

 

No. of Employees :

698

 

RATING & COMMENTS

 

MIRAs Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments

Satisfactory

 

Status :

Satisfactory

Payment Behaviour :

No complaints

Litigation :

Clear

 

 

NOTES :

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

 

 

ECGC Country Risk Classification List March 31st, 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

 

ALCONIX CORPORATION

 

 

 

12F, Sanno Park Tower

2-11-1, Nagata-cho

 

Chiyoda-Ku, 100-6112

Japan

 

 

Tel:

81-3-35967400

Fax:

81-355752727

 

www.alconix.com

 

Employees:

698

Company Type:

Public Parent

Corporate Family:

13 Companies

Traded:

Tokyo Stock Exchange:

3036

Incorporation Date:

01-Jul-1981

Auditor:

Ernst & Young ShinNihon LLC

 

 

Fiscal Year End:

31-Mar-2013

Reporting Currency:

Japanese Yen

Annual Sales:

1,985.9  1

Net Income:

17.2

Total Assets:

748.0  2

Market Value:

132.5

 

(06-Dec-2013)

 

 

Business Description

 

ALCONIX CORPORATION is a distributor of various nonferrous metal products. Light Metal and Copper Product segment supplies aluminum rolled products, extrusions, castings, processed goods and parts, aluminum plate materials, and copper rolled products. Electronic and Functional Material segment offers semiconductors, printed circuit boards (PCBs), batteries, titanium products, nickel products, and various rare metals. Nonferrous Material segment provides secondary aluminum alloy ingots, metal scraps, metallic silicon, zinc alloy ingots and magnesium ingots. Construction and Industrial Material segment offers various plumbing equipment, copper alloy materials, aluminum die-casting products and molds, among others, it also involves in renovation business. In early March, 2013, it established a wholly owned subsidiary. On April 24, 2013, the Company acquired a Japan-based company. For the six months ended 30 September 2013, ALCONIX CORPORATION revenues increased less than 1% to Y88.94B. Net income applicable to common stockholders increased 77% to Y1.8B. Revenues reflect Light Metals And Copper Products Business segment increase of 15% to Y36.5B, Non-Ferrous Raw Materials Business segment increase of 31% to Y15.88B, also reflect Electron, Functional Material Business segment decrease of 19% to Y32.19B.

 

 

Industry  

 

Industry

Electronics Wholesale

ANZSIC 2006:

3494 - Other Electrical and Electronic Goods Wholesaling

ISIC Rev 4:

4652 - Wholesale of electronic and telecommunications equipment and parts

NACE Rev 2:

4652 - Wholesale of electronic and telecommunications equipment and parts

NAICS 2012:

42369 - Other Electronic Parts and Equipment Merchant Wholesalers

UK SIC 2007:

4652 - Wholesale of electronic and telecommunications equipment and parts

US SIC 1987:

5065 - Electronic Parts and Equipment, Not Elsewhere Classified

 

 

 

Key Executives

 

Name

Title

Muneyoshi Maeda

Senior Managing Executive Officer, President of Osaka Office

Yasushi Miyazaki

Managing Executive Officer, Chief Director of Finance and Accounting, Director

Hideo Yamashita

Senior Managing Director, Chief Director of Business Planning

Hiroshi Teshirogi

Managing Executive Officer, Chief Director of Light Metal and Copper Product

Shunji Tanefusa

Non-Executive Independent Director

 

 

Significant Developments  

 

Topic

#*

Most Recent Headline

Date

Mergers & Acquisitions

2

Alconix Corp to Acquire Shares in Japan-based Company

26-Feb-2013

Negative Earnings Pre-Announcement

1

Alconix Corp Amends Consolidated Mid-year and Full-year Guidance for FY 2014

22-Oct-2013

General Reorganization

1

Alconix Corp Announces Merger between Subsidiary and Sub-subsidiary

1-Aug-2013

Other Earnings Pre-Announcement

1

Alconix Corp Announces Extraordinary Loss for FY 2013

23-Jan-2013

Dividends

1

Alconix Corp to Issue Mid-year Dividend for FY 2014; Issues Year-end Dividend Forecast for FY 2014

11-Nov-2013

 

News  

 

Title

Date

Alconix FY Grp Net Pft Y1.43B Vs Y2.45B Pft Yr Earlier
Nikkei English News (82 Words)

16-May-2013

Alconix 9Mos Grp Net Pft Y1.40B Vs Y2.56B Pft Yr Earlier
Nikkei English News (81 Words)

13-Feb-2013

 

 

Financial Summary  

 

As of 30-Sep-2013

Key Ratios

Company

Industry

Current Ratio (MRQ)

1.36

4.86

Quick Ratio (MRQ)

1.04

3.77

Debt to Equity (MRQ)

1.58

0.60

Sales 5 Year Growth

-5.26

3.72

Net Profit Margin (TTM) %

1.38

18.71

Return on Assets (TTM) %

3.14

10.86

Return on Equity (TTM) %

13.35

19.94

 

 

Stock Snapshot  

 

Traded: Tokyo Stock Exchange: 3036

 

As of 6-Dec-2013

   Financials in: JPY

Recent Price

2,122.00

 

EPS

257.38

52 Week High

2,398.00

 

Price/Sales

0.08

52 Week Low

1,237.00

 

Dividend Rate

60.00

Avg. Volume (mil)

0.02

 

Price/Earnings

5.94

Market Value (mil)

13,488.28

 

Price/Book

0.88

 

 

 

Beta

1.52

 

Price % Change

Rel S&P 500%

4 Week

4.89%

-0.15%

13 Week

11.92%

3.95%

52 Week

72.10%

9.84%

Year to Date

50.60%

4.78%

 

 

 

 

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
12F, Sanno Park Tower
2-11-1, Nagata-cho
Chiyoda-Ku, 100-6112
Japan

 

Tel:

81-3-35967400

Fax:

81-355752727

 

www.alconix.com

Quote Symbol - Exchange

3036 - Tokyo Stock Exchange

Sales JPY(mil):

164,769.0

Assets JPY(mil):

70,382.0

Employees:

698

Fiscal Year End:

31-Mar-2013

 

Industry:

Electronic Instruments and Controls

Incorporation Date:

01-Jul-1981

Company Type:

Public Parent

Quoted Status:

Quoted

 

Senior Managing Executive Officer, President of Osaka Office:

Muneyoshi Maeda

 

Industry Codes

 

ANZSIC 2006 Codes:

3494

-

Other Electrical and Electronic Goods Wholesaling

3020

-

Non-Residential Building Construction

2469

-

Other Specialised Machinery and Equipment Manufacturing

3019

-

Other Residential Building Construction

3322

-

Metal and Mineral Wholesaling

 

ISIC Rev 4 Codes:

4652

-

Wholesale of electronic and telecommunications equipment and parts

4100

-

Construction of buildings

2819

-

Manufacture of other general-purpose machinery

4669

-

Wholesale of waste and scrap and other products n.e.c.

4659

-

Wholesale of other machinery and equipment

4662

-

Wholesale of metals and metal ores

4663

-

Wholesale of construction materials, hardware, plumbing and heating equipment and supplies

 

NACE Rev 2 Codes:

4652

-

Wholesale of electronic and telecommunications equipment and parts

4120

-

Construction of buildings

2829

-

Manufacture of other general-purpose machinery n.e.c.

4677

-

Wholesale of waste and scrap

4669

-

Wholesale of other machinery and equipment

4672

-

Wholesale of metals and metal ores

4674

-

Wholesale of hardware, plumbing and heating equipment and supplies

 

NAICS 2012 Codes:

42369

-

Other Electronic Parts and Equipment Merchant Wholesalers

423720

-

Plumbing and Heating Equipment and Supplies (Hydronics) Merchant Wholesalers

333249

-

Other Industrial Machinery Manufacturing

423610

-

Electrical Apparatus and Equipment, Wiring Supplies, and Related Equipment Merchant Wholesalers

423510

-

Metal Service Centers and Other Metal Merchant Wholesalers

236220

-

Commercial and Institutional Building Construction

236116

-

New Multifamily Housing Construction (except For-Sale Builders)

423930

-

Recyclable Material Merchant Wholesalers

 

US SIC 1987:

5065

-

Electronic Parts and Equipment, Not Elsewhere Classified

5074

-

Plumbing and Heating Equipment and Supplies (Hydronics)

5063

-

Electrical Apparatus and Equipment Wiring Supplies, and Construction Materials

3559

-

Special Industry Machinery, Not Elsewhere Classified

5093

-

Scrap and Waste Materials

1522

-

General Contractors-Residential Buildings, Other Than Single-Family

1542

-

General Contractors-Nonresidential Buildings, Other than Industrial Buildings and Warehouses

5051

-

Metals Service Centers and Offices

 

UK SIC 2007:

4652

-

Wholesale of electronic and telecommunications equipment and parts

41202

-

Construction of domestic buildings

2829

-

Manufacture of other general-purpose machinery n.e.c.

4677

-

Wholesale of waste and scrap

4669

-

Wholesale of other machinery and equipment

4672

-

Wholesale of metals and metal ores

4674

-

Wholesale of hardware, plumbing and heating equipment and supplies

 

 

Business Description

 

ALCONIX CORPORATION is a distributor of various nonferrous metal products. Light Metal and Copper Product segment supplies aluminum rolled products, extrusions, castings, processed goods and parts, aluminum plate materials, and copper rolled products. Electronic and Functional Material segment offers semiconductors, printed circuit boards (PCBs), batteries, titanium products, nickel products, and various rare metals. Nonferrous Material segment provides secondary aluminum alloy ingots, metal scraps, metallic silicon, zinc alloy ingots and magnesium ingots. Construction and Industrial Material segment offers various plumbing equipment, copper alloy materials, aluminum die-casting products and molds, among others, it also involves in renovation business. In early March, 2013, it established a wholly owned subsidiary. On April 24, 2013, the Company acquired a Japan-based company. For the six months ended 30 September 2013, ALCONIX CORPORATION revenues increased less than 1% to Y88.94B. Net income applicable to common stockholders increased 77% to Y1.8B. Revenues reflect Light Metals And Copper Products Business segment increase of 15% to Y36.5B, Non-Ferrous Raw Materials Business segment increase of 31% to Y15.88B, also reflect Electron, Functional Material Business segment decrease of 19% to Y32.19B.

 

 

More Business Descriptions

 

Sale of aluminium and copper products

 

Aluminum, Copper, Nickel, Titanium, Tungsten, Molybdenum, Rare Metal & Rare Earth Related Products Importer, Exporter & Sales

 

ALCONIX Corporation (ALCONIX) manufactures and markets metal products and electronic material through its subsidiaries. The group offers wide range of product portfolio include aluminum and copper products, nickel, titanium, tungsten, molybdenum as rare metal or rare earth related products. The group is involved in the production of flat, rolled and extruded aluminum products; copper tubes and copper alloy strips; titanium products; valves; semiconductors; batteries; magnets; and printed circuit boards for export and import purposes. It serves automotive, manufacturing and construction industries. ALCONIX group consists of five domestic consolidated subsidiaries, nine overseas consolidated subsidiaries, and four overseas affiliates.ALCONIX’s operations are categorized under two divisions: Traditional Business and High Growth Business.The Traditional Business division of the company consists of Light Metal and Copper Products segment; and Construction and Industrial Material segment. ALCONIX, through its Light Metal and Copper Product segment, provides aluminum products for home electric appliances, aircraft, and automobiles, aluminum plate, and copper and copper alloys for foils, and printing plate. Its product portfolio consists of aluminum plate materials, and copper and alloys, copper and copper alloys. The group exports its products to China, South Korea, Taiwan, Singapore, Malaysia, and the Middle East. The Construction and Industrial Material segment provides a diverse range of various piping equipment and materials such as valves, joints, flange gauges, copper alloy materials, cast metals, and aluminum die casting. It also offers metal fitting work for commercial and residential buildings, renewal, reform, and design, process work, and fabrication of building materials.The high-growth sectors tied mainly to information technology and environmental issues. The High Growth Business division comprises two sub-segments, namely, Electronic and Advanced Materials segment; and Non-ferrous Materials segment. Through Electronic and Advanced Material segment, the company markets rare metals called “the vitamins of industry, such as titanium, tungsten, molybdenum, gallium, indium and rare earth; high advanced materials that are fabricated products of rare metals. It also offers semiconductor peripheral materials; battery materials for nickel-metal hydride batteries; crystal materials for LEDs and lasers; and metal powders for automobile components and for condensers. This segment serves all these markets through importing raw material resources and exporting value-added materials and products. Its product base consists of compound materials related to be useful in semiconductors and electronics; and its titanium products find application in power generation plants, chemical plants, shipbuilding and others. Under Nonferrous Material segment, ALCONIX offers secondary aluminum alloy ingots, non-ferrous scrap, rare metal scrap, home appliance scrap, metal silicon, zinc alloy ingots, and magnesium ingots. The company expanded its recycling business in China.The company carries out business operations in Japan through a number of consolidated subsidiaries, namely, Advanced Material Japan Corporation, ALCONIX Sanshin Corporation, Hayashi Metal Corp., Ohkawa Corp., and ALCONIX Mitaka Corporation. In Japan, the group's investment companies are Sun Aluminium Ind, Ltd., Kitakata Light Metal Co., Ltd. and others.In overseas markets, the group's consolidated subsidiaries are ALCONIX USA, Inc; ALCONIX Hongkong Corp., Ltd; Alconix Logistics (Thailand) Ltd.; ALCONIX (Thailand) Ltd.; ALCONIX (Shanghai) Corp; ALCONIX Europe Gmbh; ALCONIX (Malaysia) Sdn. Bhd.; ALCONIX (Taiwan) Corporation and ALCONIX Diecast Suzhou Co., Ltd. In overseas, the group's investment companies are KITZ (Thailand)Ltd. (Thailand), Taiyuan Jinwei Magnesium Co.,Ltd.(China), and Others.The affiliated companies of ALCONIX in overseas markets are Winton International Industries Ltd. (British Virgin Islands); Tianjin Rihuan Recycled Resources Ltd. (China); and HANGJI CHUANGFU INVESTMENT LIMITED. The group’s overseas investment companies are KITZ (Thailand) Ltd., Taiyuan Jinwei Magnesium Co., Ltd. and others.

 

 

ALCONIX Corporation (ALCONIX) is a non-ferrous metal products manufacturing company, based in Japan. The company manufactures and markets various metal products and electronic materials. The product portfolio of ALCONIX consists of semiconductors, aluminium products, nickel, magnets, copper tubes and copper alloy strips, batteries, titanium products, printed circuit boards and valves. The company provides recycling services for non-ferrous metals, precious metals, metal scraps and polymers. It manufactures lithium ion and polymer batteries. ALCONIX provides product design, processing and installation services on aluminium products. The company through its subsidiaries operates in the US, Hong Kong, Thailand, Indonesia, China, Germany, Malaysia and Russia. ALCONIX is headquartered in Tokyo, Japan.The company reported revenues of (Yen) JPY 164,769.00 million during the fiscal year ended March 2013, a decrease of 25.34% from 2012. The operating profit of the company was JPY 2,984.00 million during the fiscal year 2013, a decrease of 35.83% from 2012. The net profit of the company was JPY 1,430.00 million during the fiscal year 2013, a decrease of 41.63% from 2012.

 

Nonferrous Metal (except Aluminum) Smelting and Refining

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

164,769.0

Net Income:

1,430.0

Assets:

70,382.0

Long Term Debt:

12,097.0

 

Total Liabilities:

54,991.0

 

Working Capital:

2.0

 

 

 

Date of Financial Data:

31-Mar-2013

 

1 Year Growth

-25.3%

-41.6%

2.6%

 


 

Market Data

 

Quote Symbol:

3036

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

2,122.0

Stock Price Date:

12-06-2013

52 Week Price Change %:

72.1

Market Value (mil):

13,488,280.0

 

SEDOL:

B121L60

ISIN:

JP3126210008

 

Equity and Dept Distribution:

04/24/2006, IPO 480,000 shares @ Y2,900 per share by Mizuho securities. All shares prior to IPO date are based on Pro-Forma. 07/2010, 2-for-1 Stock split. FY'11 Q3 DWAS was estimated.

 

 

 

 

Shareholders

 

 

Major Shareholders

BBH for Fidelity Low PriceStock (9.9%); Sojitz Corp (6.8%); Kobe Steel (6.7%)

 

 

Key Corporate Relationships

Auditor:

Ernst & Young ShinNihon LLC

 

Auditor:

Ernst & Young ShinNihon LLC

 

 

 

 

 

Corporate Structure News

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

ALCONIX CORPORATION

Parent

Chiyoda-Ku

Japan

Electronics Wholesale

1,985.9

698

Ohkawa Corp.

Subsidiary

Tokyo

Japan

Metal Products Manufacturing

 

100

Advanced Material Japan Corporation

Subsidiary

Tokyo, Minato-ku

Japan

Metal Products Manufacturing

 

30

Hayashi Metal Corp.

Subsidiary

Osaka, Nishi-ku

Japan

Metals and Minerals Wholesale

 

27

Alconix (Shanghai) Corp.

Subsidiary

Shanghai

China

Metal Products Manufacturing

 

15

Alconix (Thailand) Ltd.

Subsidiary

Bangkok

Thailand

Metal Products Manufacturing

 

11

Alconix Hong Kong Corp.,Ltd.

Subsidiary

Wanchai

Hong Kong

Metal Products Manufacturing

 

10

Alconix (Malaysia) Sdn. Bhd.

Subsidiary

Kuala Lumpur

Malaysia

Metal Products Manufacturing

 

6

Alconix Europe Gmbh

Subsidiary

Düsseldorf, Nordrhein-Westfalen

Germany

Metal Products Manufacturing

 

4

Alconix (Taiwan) Corporation

Subsidiary

Taipei, Songshan

Taiwan

Metal Products Manufacturing

 

3

Advanced Material Japan Corporation

Subsidiary

Chiyoda-Ku, Tokyo

Japan

Metals and Minerals Wholesale

422.8

 

Ohkawa Denki Seisakusho, K.K.

Subsidiary

Setagaya-Ku, Tokyo

Japan

Semiconductor and Other Electronic Component Manufacturing

27.4

 

Alconix Sanshin Corporation

Subsidiary

Tokyo, Minato-ku

Japan

Metal Products Manufacturing

 

 

 


Competitors Report

 

 

CompanyName

Location

Employees

Ownership

Kobe Steel, Ltd.

Kobe-Shi, Japan

36,018

Public

Nippon Light Metal Company Ltd

Tokyo, Japan

9,739

Public

Regency Mines Plc

London, United Kingdom

25

Public

Shinsho Corporation

Osaka-Shi, Japan

1,204

Public

Umicore SA

Bruxelles, Belgium

14,280

Public

 


 

Executives Report

 

Board of Directors

 

Name

Title

Function

 

Shunji Tanefusa

 

Non-Executive Independent Director

Director/Board Member

 

Biography:

Mr. Shunji Tanefusa has been serving as Non-Executive Independent Director in ALCONIX CORPORATION since June 22, 2010. He is also serving as Director in JAPAN PURE CHEMICAL CO., LTD. and Artnature Inc., as well as an auditor in another company. He worked for a bank now known as Mizuho Bank, Ltd., and used to serve as President and Representative Director in Mizuho Capital Partners Co., Ltd.

 

Age: 77

 

Sakutaro Tanino

 

Independent Director

Director/Board Member

 

 

Biography:

Mr. Tanino Sakutaro has been serving as Independent Director in ALCONIX CORPORATION since June 21, 2012. He is also serving as Director of Suzuki Motor Corporation. He used to be Director of TOSHIBA CORPORATION. He also used to work for Waseda University and Ministry of Foreign Affairs of Japan.

 

Age: 77

 

 

Executives

 

Name

Title

Function

 

Muneyoshi Maeda

 

Senior Managing Executive Officer, President of Osaka Office

President

 

Eiitsu Masaki

 

President, Representative Director

President

 

Biography:

Mr. Eiitsu Masaki has been serving as President and Representative Director of ALCONIX CORPORATION since April 2000. He previously worked for a company that is under the new name Sojitz Corporation and another company.

 

Age: 72

 

Kenichi Kuze

 

Executive Officer, Chairman of Subsidiary

Division Head Executive

 

 

Michio Komatsu

 

Senior Managing Executive Officer, Chief Director of Nonferrous Material, Chief Director of Construction and Industrial Material, Director

Managing Director

 

 

Biography:

Mr. Michio Komatsu has been serving as Senior Managing Executive Officer, Chief Director of Nonferrous Material, Chief Director of Construction and Industrial Material and Director in ALCONIX CORPORATION, since April 1, 2010. He joined the Company in April 2000 and used to serve as Managing Executive Officer and Manager of 3rd Group in the Company. He used to work for a company that is now Sojitz Corporation before he joined the Company.

 

Age: 65

 

Yasushi Miyazaki

 

Managing Executive Officer, Chief Director of Finance and Accounting, Director

Managing Director

 

 

Biography:

Mr. Yasushi Miyazaki has been serving as Managing Executive Officer, Chief Director of Finance and Accounting and Director in ALCONIX CORPORATION since June 22, 2010. He joined the Company in October 2003. He previously served as Director of Business Planning in the Company. Prior to joining the Company, he worked for Sojitz Corporation and another company.

 

Age: 60

 

Masato Takei

 

Managing Executive Officer, Chief Director of Electric and Functional Material, Director

Managing Director

 

 

Biography:

Mr. Masato Takei has been serving as Managing Executive Officer, Chief Director of Electric and Functional Material and Director in ALCONIX CORPORATION, since April 1, 2010. He joined the Company in June 2003 and used to serve as Manager of 4th Group in the Company. He used to work for a company that is now Sojitz Corporation.

 

Age: 60

 

Hiroshi Teshirogi

 

Managing Executive Officer, Chief Director of Light Metal and Copper Product

Managing Director

 

 

Hideo Yamashita

 

Senior Managing Director, Chief Director of Business Planning

Managing Director

 

 

Biography:

Mr. Hideo Yamashita has been serving as Senior Managing Director and Chief Director of Business Planning in ALCONIX CORPORATION since June 24, 2008. He joined the Company in February 2006 and previously served as Managing Director, Managing Executive Office and Deputy Chief Director in Main Administration Unit in the Company. Prior to joining the Company, Mr. Yamashita worked for a company that is under the new name Sojitz Corporation.

 

Age: 67

 

 

 

 





 

Significant Developments

 

 

Alconix Corp to Issue Mid-year Dividend for FY 2014; Issues Year-end Dividend Forecast for FY 2014

Nov 11, 2013


Alconix Corp announced that it has decided to issue a mid-year dividend of JPY 30 per share, in line with the latest dividend forecast of JPY 30 per share, disclosed on May 17, 2013, to all the shareholders of record as of November 29, 2013, for the fiscal year ending March 2014. The Company has also issued the year-end dividend forecast of JPY 30 per share, for the fiscal year ending March 2014.

Alconix Corp Amends Consolidated Mid-year and Full-year Guidance for FY 2014

Oct 22, 2013


Alconix Corp announced that the Company has lowered the consolidated mid-year guidance for revenue from JPY 94,000 million to JPY 88,600 million but raised the guidance for operating profit from JPY 1,800 million to JPY 1,850 million, ordinary profit from JPY 1,650 million to JPY 1,800 million, net profit from JPY 1,150 million to JPY 1,700 million and earning per share from JPY 180.92 to JPY 267.45 for the fiscal year ending March 31, 2014. The Company has also lowered the consolidated full-year guidance for revenue from JPY 192,000 million to JPY 180,000 million, operating profit from JPY 3,600 million to JPY 3,300 million, reaffirmed the guidance for ordinary profit of JPY 3,300 million and raised the guidance for net profit from JPY 2,250 million to JPY 2,700 million and earning per share from JPY 353.98 to JPY 424.78 for the fiscal year ending March 31, 2014. The Company amended the consolidated mid-year and full-year forecasts due to poor sales performance and negative goodwill. According to I/B/E/S Estimates, analysts were expecting the Company to report revenue of JPY 192.00 billion and net profit of JPY 2.40 billion for the fiscal year ending March 31, 2014.

Alconix Corp Announces Merger between Subsidiary and Sub-subsidiary

Aug 01, 2013


Alconix Corp announced that its wholly owned sub-subsidiary OHBA SEIKEN Co., Ltd. will merge with a subsidiary of the Company, which is also parent company of OHBA SEIKEN, effective September 20, 2013. As a result, OHBA SEIKEN will be the surviving company and the other company will be dissolved.

Alconix Corp to Acquire Shares in Japan-based Company

Feb 26, 2013


Alconix Corp announced that it has decided to acquire 11,500 shares in a Japan-based company, for JPY 2,433 million in total, on April 24, 2013.

Alconix Corp Completes Acquisition of UNIVERTICAL Group Companies and Acquires Shares in UNIVERTICAL INTERNATIONAL (MAURITIUS) INC. from Pacific Resources International LLC.

Feb 14, 2013


Alconix Corp announced that it has completed the acquisition of 72,536 shares in UNIVERTICAL group companies at the price of USD 82 million, on December 31, 2012. The Company also has acquired 1,376,142 shares (a 30% stake) in UNIVERTICAL INTERNATIONAL (MAURITIUS) INC., which is a 70%-owned joint venture of UNIVERTICAL CORPORATION, from Pacific Resources International LLC. at the price of USD 7 million on January 31, 2013. The joint venture is a China-based holding company engaged in plating chemical business.

Alconix Corp Announces Extraordinary Loss for FY 2013

Jan 23, 2013


Alconix Corp announced that it will record approximately JPY 100 million extraordinary loss on the secession of welfare pension fund, for the fiscal year ending March 2013.

 

 

 News

 

 

Alconix FY Grp Net Pft Y1.43B Vs Y2.45B Pft Yr Earlier
Nikkei English News (82 Words)

16-May-2013

 

 

Alconix 9Mos Grp Net Pft Y1.40B Vs Y2.56B Pft Yr Earlier
Nikkei English News (81 Words)

13-Feb-2013

 


Annual Income Statement

 

 

 

 

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

1,985.9

2,795.1

1,843.6

1,174.9

1,646.4

Revenue

1,985.9

2,795.1

1,843.6

1,174.9

1,646.4

Total Revenue

1,985.9

2,795.1

1,843.6

1,174.9

1,646.4

 

 

 

 

 

 

    Cost of Revenue

1,880.3

2,660.3

1,747.1

1,111.0

1,588.1

Cost of Revenue, Total

1,880.3

2,660.3

1,747.1

1,111.0

1,588.1

Gross Profit

105.6

134.8

96.5

63.8

58.3

 

 

 

 

 

 

    Selling/General/Administrative Expense

29.0

32.4

25.2

19.5

19.8

    Labor & Related Expense

33.9

39.8

32.7

25.1

20.3

Total Selling/General/Administrative Expenses

62.9

72.2

57.9

44.6

40.1

Research & Development

-

-

-

0.0

-

    Depreciation

2.9

3.1

2.5

2.4

1.4

    Amortization of Acquisition Costs

0.1

0.2

0.1

0.3

0.4

Depreciation/Amortization

3.1

3.2

2.7

2.7

1.8

    Impairment-Assets Held for Use

-

-

0.0

0.1

0.0

    Impairment-Assets Held for Sale

3.3

-

0.3

0.8

9.2

    Other Unusual Expense (Income)

0.4

0.5

-4.8

-11.9

-0.8

Unusual Expense (Income)

3.6

0.5

-4.5

-11.0

8.3

    Other Operating Expense

-

0.0

-

-

-

Other Operating Expenses, Total

-

0.0

-

-

-

Total Operating Expense

1,949.9

2,736.2

1,803.2

1,147.3

1,638.4

 

 

 

 

 

 

Operating Income

36.0

58.9

40.4

27.5

8.0

 

 

 

 

 

 

        Interest Expense - Non-Operating

-2.9

-3.6

-3.0

-2.2

-2.1

    Interest Expense, Net Non-Operating

-2.9

-3.6

-3.0

-2.2

-2.1

        Interest Income - Non-Operating

0.2

0.1

0.1

0.1

0.2

        Investment Income - Non-Operating

-1.6

1.2

2.2

1.4

0.9

    Interest/Investment Income - Non-Operating

-1.4

1.3

2.3

1.5

1.1

Interest Income (Expense) - Net Non-Operating Total

-4.3

-2.2

-0.7

-0.7

-1.0

Gain (Loss) on Sale of Assets

-0.5

-0.7

-0.9

-0.8

-1.5

    Other Non-Operating Income (Expense)

0.2

0.4

0.6

0.4

0.1

Other, Net

0.2

0.4

0.6

0.4

0.1

Income Before Tax

31.3

56.4

39.4

26.4

5.6

 

 

 

 

 

 

Total Income Tax

13.3

23.9

16.5

6.9

3.5

Income After Tax

18.0

32.5

22.8

19.6

2.2

 

 

 

 

 

 

    Minority Interest

-0.7

-1.4

-0.7

-0.2

-0.3

Net Income Before Extraord Items

17.2

31.0

22.2

19.4

1.8

Net Income

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

-

-

0.0

0.0

0.0

Total Adjustments to Net Income

-

-

0.0

0.0

0.0

Income Available to Common Excl Extraord Items

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

6.4

6.4

5.6

5.3

5.3

Basic EPS Excl Extraord Items

2.71

4.88

3.96

3.63

0.34

Basic/Primary EPS Incl Extraord Items

2.71

4.88

3.96

3.63

0.34

Dilution Adjustment

-0.1

-0.1

0.0

0.0

0.0

Diluted Net Income

17.2

30.9

22.1

19.4

1.8

Diluted Weighted Average Shares

6.4

6.4

5.6

5.3

5.3

Diluted EPS Excl Extraord Items

2.70

4.86

3.95

3.63

0.33

Diluted EPS Incl Extraord Items

2.70

4.86

3.95

3.63

0.33

Dividends per Share - Common Stock Primary Issue

0.72

0.76

0.53

0.46

0.42

Gross Dividends - Common Stock

4.6

4.8

3.7

2.4

2.3

Interest Expense, Supplemental

2.9

3.6

3.0

2.2

2.1

Depreciation, Supplemental

4.9

4.9

4.1

3.5

1.4

Total Special Items

4.3

1.3

-3.5

-9.8

10.3

Normalized Income Before Tax

35.6

57.7

35.9

16.6

15.9

 

 

 

 

 

 

Effect of Special Items on Income Taxes

1.8

0.5

-1.5

-2.6

3.4

Inc Tax Ex Impact of Sp Items

15.1

24.4

15.0

4.2

6.9

Normalized Income After Tax

20.5

33.3

20.9

12.4

9.0

 

 

 

 

 

 

Normalized Inc. Avail to Com.

19.8

31.8

20.2

12.2

8.6

 

 

 

 

 

 

Basic Normalized EPS

3.11

5.01

3.61

2.28

1.62

Diluted Normalized EPS

3.10

4.98

3.60

2.28

1.61

Amort of Acquisition Costs, Supplemental

0.1

0.2

0.1

0.3

0.4

Rental Expenses

3.2

3.2

2.6

2.4

2.2

Research & Development Exp, Supplemental

-

-

-

0.0

-

Reported Operating Profit

39.6

59.4

35.9

16.5

16.4

Reported Ordinary Profit

34.9

57.0

34.6

15.1

15.7

Normalized EBIT

39.6

59.4

35.9

16.5

16.4

Normalized EBITDA

44.7

64.4

40.2

20.3

18.2

    Current Tax - Total

11.0

27.1

-

-

-

Current Tax - Total

11.0

27.1

-

-

-

    Deferred Tax - Total

2.2

-3.2

-

-

-

Deferred Tax - Total

2.2

-3.2

-

-

-

Income Tax - Total

13.3

23.9

-

-

-

Service Cost - Domestic

1.2

1.2

1.3

0.6

0.5

Other Pension, Net - Domestic

-

0.1

0.1

0.1

0.0

Domestic Pension Plan Expense

1.2

1.3

1.4

0.7

0.5

Other Pension, Net - Foreign

0.9

-

-

-

-

Foreign Pension Plan Expense

0.9

-

-

-

-

Defined Contribution Expense - Domestic

0.1

0.0

0.0

0.0

0.0

Total Pension Expense

2.2

1.3

1.4

0.7

0.6

Total Plan Service Cost

1.2

1.2

1.3

0.6

0.5

Total Plan Other Expense

0.9

0.1

0.1

0.1

0.0

 

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

117.8

128.7

100.6

59.0

66.9

Cash and Short Term Investments

117.8

128.7

100.6

59.0

66.9

        Accounts Receivable - Trade, Gross

319.4

385.7

328.5

191.2

162.2

        Provision for Doubtful Accounts

-3.7

-3.1

-2.6

-1.9

-1.7

    Trade Accounts Receivable - Net

315.8

382.6

325.9

189.3

160.6

    Other Receivables

-

-

0.0

0.9

3.1

Total Receivables, Net

315.8

382.6

325.9

190.2

163.7

    Inventories - Finished Goods

124.6

226.0

241.8

94.1

126.4

    Inventories - Work In Progress

4.1

0.7

0.5

0.2

0.0

    Inventories - Raw Materials

3.4

0.2

0.1

0.1

0.0

Total Inventory

132.2

226.9

242.4

94.5

126.4

    Deferred Income Tax - Current Asset

4.8

7.8

5.4

2.4

3.3

    Other Current Assets

17.9

11.8

32.9

18.6

17.2

Other Current Assets, Total

22.6

19.6

38.4

20.9

20.5

Total Current Assets

588.3

757.9

707.4

364.6

377.6

 

 

 

 

 

 

        Buildings

20.0

14.9

13.1

11.5

1.0

        Land/Improvements

24.1

27.3

27.1

24.1

1.0

        Machinery/Equipment

35.4

25.3

21.7

18.7

1.8

        Construction in Progress

0.1

0.8

0.2

0.0

0.0

    Property/Plant/Equipment - Gross

79.6

68.3

62.1

54.3

3.7

    Accumulated Depreciation

-37.8

-29.2

-27.1

-22.3

-1.3

Property/Plant/Equipment - Net

41.9

39.1

35.0

32.0

2.4

Goodwill, Net

26.9

0.2

0.3

0.4

0.6

Intangibles, Net

37.5

3.5

5.2

6.1

7.2

    LT Investment - Affiliate Companies

19.1

-

0.7

-

-

    LT Investments - Other

28.2

23.0

24.3

23.4

5.2

Long Term Investments

47.3

23.0

24.9

23.4

5.2

Note Receivable - Long Term

0.4

0.7

0.6

0.3

0.2

    Deferred Income Tax - Long Term Asset

1.1

1.6

0.4

0.3

0.9

    Other Long Term Assets

4.7

6.6

5.1

3.4

2.1

Other Long Term Assets, Total

5.8

8.2

5.5

3.7

3.0

Total Assets

748.0

832.7

778.9

430.4

396.2

 

 

 

 

 

 

Accounts Payable

247.0

326.5

273.4

178.1

175.6

Accrued Expenses

4.3

7.2

4.7

2.8

1.8

Notes Payable/Short Term Debt

130.2

183.7

213.2

60.8

105.2

Current Portion - Long Term Debt/Capital Leases

27.4

34.1

27.6

22.0

15.3

    Income Taxes Payable

1.1

16.4

14.9

3.4

2.0

    Deferred Income Tax - Current Liability

0.9

-

0.2

0.9

0.0

    Other Current Liabilities

15.2

20.8

22.9

8.8

6.7

Other Current liabilities, Total

17.2

37.2

38.0

13.1

8.7

Total Current Liabilities

426.2

588.7

556.9

276.8

306.5

 

 

 

 

 

 

    Long Term Debt

128.6

63.2

65.0

44.7

13.0

Total Long Term Debt

128.6

63.2

65.0

44.7

13.0

Total Debt

286.2

281.0

305.8

127.5

133.4

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

19.2

5.5

6.4

4.9

0.0

Deferred Income Tax

19.2

5.5

6.4

4.9

0.0

Minority Interest

4.5

4.4

2.9

2.0

1.8

    Pension Benefits - Underfunded

4.6

4.4

3.8

2.5

2.6

    Other Long Term Liabilities

1.3

0.8

0.3

3.5

0.0

Other Liabilities, Total

6.0

5.1

4.2

6.1

2.6

Total Liabilities

584.5

666.9

635.3

334.5

323.9

 

 

 

 

 

 

    Common Stock

30.1

34.4

34.1

22.4

21.2

Common Stock

30.1

34.4

34.1

22.4

21.2

Additional Paid-In Capital

20.4

23.2

23.1

12.6

11.8

Retained Earnings (Accumulated Deficit)

108.7

111.8

87.3

59.5

40.4

Treasury Stock - Common

0.0

0.0

-

-

-

Unrealized Gain (Loss)

0.9

-0.5

0.9

1.9

0.1

    Translation Adjustment

3.9

-2.6

-2.2

-1.1

-1.2

    Other Equity

0.0

0.0

-

-

-

    Other Comprehensive Income

-0.4

-0.5

0.4

0.6

0.2

Other Equity, Total

3.5

-3.0

-1.8

-0.5

-1.0

Total Equity

163.6

165.8

143.6

96.0

72.3

 

 

 

 

 

 

Total Liabilities & Shareholders Equity

748.0

832.7

778.9

430.4

396.2

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

6.4

6.4

6.3

5.3

5.3

Total Common Shares Outstanding

6.4

6.4

6.3

5.3

5.3

Treasury Shares - Common Stock Primary Issue

0.0

0.0

0.0

0.0

0.0

Employees

511

411

402

361

247

Number of Common Shareholders

3,867

3,650

3,323

2,019

2,016

Total Long Term Debt, Supplemental

156.0

97.3

92.6

66.7

28.2

Long Term Debt Maturing within 1 Year

27.4

34.1

27.6

22.0

15.3

Long Term Debt Maturing in Year 2

31.7

27.9

25.6

17.2

8.6

Long Term Debt Maturing in Year 3

28.4

17.8

19.6

15.2

4.1

Long Term Debt Maturing in Year 4

20.7

16.1

11.3

9.8

0.2

Long Term Debt Maturing in Year 5

22.7

1.4

8.5

2.5

0.0

Long Term Debt Maturing in 2-3 Years

60.1

45.7

45.2

32.4

12.7

Long Term Debt Maturing in 4-5 Years

43.4

17.5

19.8

12.3

0.2

Long Term Debt Matur. in Year 6 & Beyond

25.0

0.0

0.0

0.0

0.0

Pension Obligation - Domestic

4.8

4.9

4.4

3.2

3.0

Plan Assets - Domestic

1.9

2.0

1.7

1.3

1.1

Funded Status - Domestic

-2.9

-2.9

-2.7

-1.9

-1.9

Total Funded Status

-2.9

-2.9

-2.7

-1.9

-1.9

Accrued Liabilities - Domestic

-2.9

-2.9

-2.7

-1.9

-1.9

Net Assets Recognized on Balance Sheet

-2.9

-2.9

-2.7

-1.9

-1.9

Total Plan Obligations

4.8

4.9

4.4

3.2

3.0

Total Plan Assets

1.9

2.0

1.7

1.3

1.1

 

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

31.3

56.4

39.4

26.4

5.6

    Depreciation

4.9

4.9

4.1

3.5

1.4

Depreciation/Depletion

4.9

4.9

4.1

3.5

1.4

    Amortization of Acquisition Costs

0.1

0.2

0.1

0.3

0.4

Amortization

0.1

0.2

0.1

0.3

0.4

    Unusual Items

3.3

0.5

0.0

-10.8

10.4

    Equity in Net Earnings (Loss)

-1.5

-

-

-

-

    Other Non-Cash Items

4.3

4.5

-0.8

1.9

2.2

Non-Cash Items

6.1

4.9

-0.9

-8.9

12.6

    Accounts Receivable

29.9

-46.4

-110.0

-6.9

145.2

    Inventories

88.9

16.8

-126.0

47.1

9.9

    Prepaid Expenses

1.7

12.7

-13.2

-0.9

-0.4

    Other Assets

-

-

0.0

0.0

0.0

    Accounts Payable

-50.9

53.3

72.8

-9.2

-119.1

    Accrued Expenses

-2.3

2.6

1.5

0.5

-2.1

    Taxes Payable

-0.1

0.0

0.1

0.1

-0.1

    Other Liabilities

1.0

-7.4

9.0

-0.2

1.3

    Other Operating Cash Flow

-25.7

-24.6

-4.6

-5.1

-11.2

Changes in Working Capital

42.7

7.0

-170.4

25.5

23.6

Cash from Operating Activities

85.0

73.4

-127.6

46.8

43.6

 

 

 

 

 

 

    Purchase of Fixed Assets

-3.7

-6.9

-0.7

-0.4

-0.7

    Purchase/Acquisition of Intangibles

-1.6

-0.2

-0.5

-0.2

-5.6

Capital Expenditures

-5.3

-7.1

-1.2

-0.6

-6.3

    Acquisition of Business

-81.9

-

-6.1

-23.8

-0.9

    Sale of Fixed Assets

-

-

0.0

0.0

0.0

    Sale/Maturity of Investment

1.4

1.8

0.5

3.2

5.5

    Purchase of Investments

-30.6

-2.4

-2.5

-15.5

-3.8

    Other Investing Cash Flow

3.4

-1.4

-0.5

0.1

0.0

Other Investing Cash Flow Items, Total

-107.7

-1.9

-8.6

-36.0

0.8

Cash from Investing Activities

-113.0

-9.0

-9.8

-36.6

-5.5

 

 

 

 

 

 

    Other Financing Cash Flow

-0.2

0.0

-0.1

-0.1

0.1

Financing Cash Flow Items

-0.2

0.0

-0.1

-0.1

0.1

    Cash Dividends Paid - Common

-4.9

-6.0

-2.6

-2.4

-2.2

Total Cash Dividends Paid

-4.9

-6.0

-2.6

-2.4

-2.2

        Sale/Issuance of Common

0.0

0.1

17.1

0.1

0.0

    Common Stock, Net

0.0

0.1

17.1

0.1

0.0

Issuance (Retirement) of Stock, Net

0.0

0.1

17.1

0.1

0.0

    Short Term Debt, Net

-43.7

-33.4

140.2

-51.7

-10.4

        Long Term Debt Issued

114.7

36.7

40.8

62.1

6.0

        Long Term Debt Reduction

-34.8

-32.4

-24.0

-31.5

-7.8

    Long Term Debt, Net

79.9

4.3

16.9

30.6

-1.8

Issuance (Retirement) of Debt, Net

36.3

-29.1

157.1

-21.1

-12.3

Cash from Financing Activities

31.2

-34.9

171.5

-23.5

-14.4

 

 

 

 

 

 

Foreign Exchange Effects

3.3

-0.3

-1.3

0.1

-2.9

Net Change in Cash

6.5

29.2

32.8

-13.2

20.9

 

 

 

 

 

 

Net Cash - Beginning Balance

126.6

103.8

62.9

71.1

44.9

Net Cash - Ending Balance

133.1

133.0

95.7

58.0

65.8

Cash Interest Paid

2.8

3.5

2.9

2.3

2.1

Cash Taxes Paid

29.8

25.4

6.1

3.0

10.0

 

 

Annual Income Statement

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net sales

1,985.9

2,795.1

1,843.6

1,174.9

1,646.4

Total Revenue

1,985.9

2,795.1

1,843.6

1,174.9

1,646.4

 

 

 

 

 

 

    Rounding adjustment Income Statement

-

0.0

-

-

-

    Cost of goods sold

1,880.3

2,660.3

1,747.1

1,111.0

1,588.1

    other SGA

19.6

-

-

-

-

    Other Selling/General/Admin. Expense

-

22.8

-

-

-

    Payrolls

23.9

27.0

23.4

19.3

14.9

    Welfare expenses

3.8

4.2

3.5

2.5

2.0

    Outsourcing expenses

4.8

5.2

4.4

3.4

4.6

    Provision for bonuses

4.5

7.1

4.1

2.4

2.7

    Reserve for officers retirement

0.5

0.4

0.5

0.2

0.2

    Provision for doubtful accounts(SGA)

1.3

1.2

0.8

0.1

0.2

    Periodic retirement benefit costs

1.2

1.2

1.3

0.6

0.6

    Land and house rent

3.2

3.2

2.6

2.4

2.2

    Depreciation expenses

2.9

3.1

2.5

2.4

1.4

    Amortization of goodwill

0.1

0.2

0.1

0.3

0.4

    Research and development Expenses

-

-

-

0.0

-

    Other general expenses

-

-

17.5

13.6

12.9

    Rounding adjustment Income Statement

0.0

-

-

-

-

    Pension Fund Expenses

0.9

-

-

-

-

    Subsidy income

-0.9

-

-

-

-

    Office transfer expenses

-

0.4

-

-

-

    SP Reversal G on allow.doubt.accounts

-

-

-0.3

0.0

-0.9

    SP Rev.G on new stock warranty

-

0.0

0.0

0.0

0.0

    SP G on negative goodwill

-

-

0.0

-11.7

0.0

    SP Rev. of pro. for directors' retire.

-

-

0.0

-0.1

0.0

    SP Insurance income

-

-

-4.6

0.0

-

    SP Other gains

-0.1

-

0.0

0.0

-

    SP Loss on retirement of fixed assets

-

-

0.0

0.0

0.0

    SP Loss on val. of LT investment secs.

3.3

-

0.3

0.5

9.5

    SP Impairment loss

-

-

0.0

0.1

0.0

    SP Reserve for dir's retire. benefit

-

-

-

0.0

0.0

    SP L on valuation of golf club membershi

-

-

0.0

0.0

0.0

    SP Office transfer expenses

-

-

0.0

-

-

    SP Other losses

0.4

0.1

0.0

0.0

-

    NOP Loss on valuation of inventories

-

-

-

-

0.0

    NOP G on valuation of exchange contract

-

-

-

0.0

-0.3

    NOP L on valuation of exchange contract

-

-

0.0

0.4

0.0

Total Operating Expense

1,949.9

2,736.2

1,803.2

1,147.3

1,638.4

 

 

 

 

 

 

    NOP Interest income

0.2

0.1

0.1

0.1

0.2

    Other Non-Operating Income (Expense)

0.0

0.0

-

-

-

    NOP Cash purchase discount received

0.3

0.3

0.3

0.2

0.2

    Equity in earnings of affiliates

1.5

-

-

-

-

    Foreign Exchange Losses

-3.6

-

-

-

-

    Loss On Change In Equity

-

-0.1

-

-

-

    NOP Dividends received

0.5

0.5

0.5

0.1

0.6

    NOP Foreign exchange gains

0.0

0.8

1.3

1.3

1.7

    NOP Contract revenue

0.1

0.2

0.2

0.1

0.2

    NOP Rearch Subsidy income

-

-

-

0.0

0.4

    Rent of real estate

0.5

0.6

0.5

0.3

0.0

    NOP Other non-operating income

0.8

0.7

0.9

0.6

0.6

    NOP Interest expenses

-2.9

-3.6

-2.9

-2.1

-1.9

    NOP Interest on bonds

-

-

-0.1

-0.1

-0.2

    NOP Sales discount expense

-0.1

-0.3

-0.1

-0.1

-0.1

    NOP Foreign exchange losses

-

-

-

-

0.0

    NOP L on sale of trade notes receivable

-0.6

-0.7

-0.5

-0.6

-1.1

    NOP L on sale of acct. receivables

-

-

-0.3

-0.3

-0.3

    NOP Notes receivable liquidation fee

-

-

-0.1

0.0

-0.3

    NOP Guarantee commissions expenses

-

-

0.0

-0.3

-0.6

    Rent cost of real estate

-0.3

-0.2

-0.2

-0.1

0.0

    NOP Other non-operating expenses

-1.1

-0.9

-0.9

-0.3

-0.3

    SP Gain on sale of fixed asset

0.1

0.0

0.0

0.0

0.0

    SP Gain on sale of LT investment secs.

-

-

-

0.0

0.1

    SP G on liquidation of subsidiaries and

-

-

0.4

0.0

-

    SP Loss on sale of fixed assets

-

-

0.0

0.0

0.0

    SP Loss on sale of LT investment. secs.

-

-

-

0.0

-1.1

    SP L on equity change

-

-

0.0

0.0

-0.4

    SP L on liquidation of subsidiary

-

-

-

0.0

-0.1

    SP Loss on sale of golf memberships

-

-

0.0

0.0

-

Net Income Before Taxes

31.3

56.4

39.4

26.4

5.6

 

 

 

 

 

 

Provision for Income Taxes

13.3

23.9

16.5

6.9

3.5

Net Income After Taxes

18.0

32.5

22.8

19.6

2.2

 

 

 

 

 

 

    Minority interests in income

-0.7

-1.4

-0.7

-0.2

-0.3

Net Income Before Extra. Items

17.2

31.0

22.2

19.4

1.8

Net Income

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

    Earnings adj

-

-

0.0

0.0

0.0

Income Available to Com Excl ExtraOrd

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

17.2

31.0

22.2

19.4

1.8

 

 

 

 

 

 

Basic Weighted Average Shares

6.4

6.4

5.6

5.3

5.3

Basic EPS Excluding ExtraOrdinary Items

2.71

4.88

3.96

3.63

0.34

Basic EPS Including ExtraOrdinary Items

2.71

4.88

3.96

3.63

0.34

Dilution Adjustment

-0.1

-0.1

0.0

0.0

0.0

Diluted Net Income

17.2

30.9

22.1

19.4

1.8

Diluted Weighted Average Shares

6.4

6.4

5.6

5.3

5.3

Diluted EPS Excluding ExtraOrd Items

2.70

4.86

3.95

3.63

0.33

Diluted EPS Including ExtraOrd Items

2.70

4.86

3.95

3.63

0.33

DPS-Ordinary Shares

0.72

0.76

0.53

0.46

0.42

Gross Dividends - Common Stock

4.6

4.8

3.7

2.4

2.3

Normalized Income Before Taxes

35.6

57.7

35.9

16.6

15.9

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

15.1

24.4

15.0

4.2

6.9

Normalized Income After Taxes

20.5

33.3

20.9

12.4

9.0

 

 

 

 

 

 

Normalized Inc. Avail to Com.

19.8

31.8

20.2

12.2

8.6

 

 

 

 

 

 

Basic Normalized EPS

3.11

5.01

3.61

2.28

1.62

Diluted Normalized EPS

3.10

4.98

3.60

2.28

1.61

Interest expenses

2.9

3.6

2.9

2.1

1.9

Interest on bonds

-

-

0.1

0.1

0.2

BC - Depreciation of Fixed Assets

4.9

-

-

-

-

Depreciation

-

4.9

-

-

-

Depreciation

-

-

4.1

3.5

1.4

BC - Depreciation of Goodwill

0.1

-

-

-

-

Amortization of goodwill

-

0.2

0.1

0.3

0.4

R & D expenses

-

-

-

0.0

-

Rental

3.2

3.2

2.6

2.4

2.2

    Income taxes-current

11.0

27.1

-

-

-

Current Tax - Total

11.0

27.1

-

-

-

    Income taxes-deferred

2.2

-3.2

-

-

-

Deferred Tax - Total

2.2

-3.2

-

-

-

Income Tax - Total

13.3

23.9

-

-

-

Reported operating profit

39.6

59.4

35.9

16.5

16.4

Reported ordinary profit

34.9

57.0

34.6

15.1

15.7

Other Pension, Net - Domestic

-

0.1

0.1

0.1

0.0

Service cost

1.2

1.2

1.3

0.6

0.5

Domestic Pension Plan Expense

1.2

1.3

1.4

0.7

0.5

Welfare Pension Contribution Expense

0.9

-

-

-

-

Foreign Pension Plan Expense

0.9

-

-

-

-

Retirement Benefit Expenses Premium Paym

0.1

-

-

-

-

Defined contribution expenses

0.0

0.0

0.0

0.0

0.0

Total Pension Expense

2.2

1.3

1.4

0.7

0.6

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & deposits

117.8

128.7

100.6

59.0

66.9

    Notes and accounts receivable-trade

319.4

385.7

328.5

191.2

162.2

    Merchandise&finished goods

124.6

226.0

241.8

94.1

126.4

    Work in process

4.1

0.7

0.5

0.2

0.0

    Raw materials and supplies

3.4

0.2

0.1

0.1

0.0

    Sales tax receivable

-

-

0.0

0.9

3.1

    Deferred income taxes (current)

4.8

7.8

5.4

2.4

3.3

    Rounding adjustment Assets

0.0

0.0

-

-

-

    Other current assets

17.8

11.8

32.9

18.6

17.2

    Allowance for doubtful accounts(current)

-3.7

-3.1

-2.6

-1.9

-1.7

Total Current Assets

588.3

757.9

707.4

364.6

377.6

 

 

 

 

 

 

    Buildings & structures, gross

20.0

14.9

13.1

11.5

1.0

    Accmulated Depreciation

-9.9

-8.8

-8.7

-7.3

-0.3

    Machinery, equipment and vehicles

31.8

22.3

19.1

16.6

0.3

    Accumulated depreciation

-25.2

-18.2

-16.4

-13.4

-0.1

    Tools, furniture and fixtures

3.6

3.1

2.6

2.2

1.4

    Accumulated depreciation

-2.7

-2.2

-2.1

-1.7

-0.9

    Land

24.1

27.3

27.1

24.1

1.0

    Construction-in-progress

0.1

0.8

0.2

0.0

0.0

    Goodwill

26.9

0.2

0.3

0.4

0.6

    Other Total Intangible Assets, Net

0.0

0.0

-

-

-

    Software rights

1.8

3.4

5.1

6.0

7.2

    Software in progress

-

-

-

0.0

0.0

    Other intangible assets

35.7

0.1

0.1

0.1

0.1

    Investment Securities - Balancing value

28.2

-

-

-

-

    Long-term investment in securities

-

23.0

24.3

23.4

5.2

    Invt Secs Noncons, Asc, Affd Cos

19.1

-

-

-

-

    Equity secs.-affiliates-stock

-

-

0.7

-

-

    Long-term loans receivable

0.4

0.7

0.6

0.3

0.2

    Long-term notes receivable

-

-

0.0

0.0

0.0

    Rounding adjustment Assets

0.0

0.0

-

-

-

    Other Other Long Term Assets

-

0.0

-

-

-

    Deferred tax assets

1.1

1.6

0.4

0.3

0.9

    Other assets

5.2

7.1

5.1

3.4

2.1

    Allowance doubt.accounts (non-current)

-0.5

-0.5

0.0

0.0

0.0

    Other Property, plant and equipment

0.0

-

-

-

-

    Other Buildings, Net

-

0.0

-

-

-

    Other Plant/machinery, Net(1)

-

0.0

-

-

-

    Other Plant/machinery, Net

-

0.0

-

-

-

    other PPE

-

0.0

-

-

-

Total Assets

748.0

832.7

778.9

430.4

396.2

 

 

 

 

 

 

    Notes and accounts payable-trade

247.0

326.5

273.4

178.1

175.6

    Short-term loans payable

130.2

183.7

213.2

60.8

105.2

    Current portion of long-term loans payab

21.0

29.3

23.0

18.1

8.6

    Straight bonds (current portion)

6.4

4.9

4.6

3.9

6.7

    Income taxes payable

1.1

16.4

14.9

3.4

2.0

    Reserve for bonuses

4.3

7.2

4.7

2.8

1.8

    Deferred tax liabilities, current

0.9

-

0.2

0.9

0.0

    Rounding adjustment Liability

0.0

0.0

-

-

-

    Other current liabilities

15.2

20.7

22.9

8.8

6.7

Total Current Liabilities

426.2

588.7

556.9

276.8

306.5

 

 

 

 

 

 

    Straight bonds

19.1

17.0

9.7

1.9

5.5

    Long-term loans payable

109.4

46.2

55.3

42.8

7.5

Total Long Term Debt

128.6

63.2

65.0

44.7

13.0

 

 

 

 

 

 

    Deferred tax liabilities (non-current)

19.2

5.5

6.4

4.9

0.0

    Reserve for retirement benefits (accrued

2.9

2.9

2.7

1.9

1.9

    Provision for directors'' retirement ben

1.8

1.5

1.2

0.6

0.7

    Rounding adjustment Liability

0.0

0.0

-

-

-

    Long-term accounts payable-other

0.8

0.7

0.3

3.5

0.0

    Other long-term liabilities

0.5

-

0.0

0.0

0.0

    Minority interests

4.5

4.4

2.9

2.0

1.8

Total Liabilities

584.5

666.9

635.3

334.5

323.9

 

 

 

 

 

 

    Treasury Stock

0.0

0.0

-

-

-

    Rounding adjustment Equity

0.0

-

-

-

-

    Rounding adjustment Equity

-

0.0

-

-

-

    Common stock

30.1

34.4

34.1

22.4

21.2

    Total capital surpluses

19.9

22.7

22.5

12.2

11.5

    Total retained earnings

108.7

111.8

87.3

59.5

40.4

    Valuation difference on available-for-sa

0.9

-0.5

0.9

1.9

0.1

    Deferred hedge gain/losses

-0.4

-0.5

0.4

0.6

0.2

    Cumulative translation adjustments

3.9

-2.6

-2.2

-1.1

-1.2

    New stock subscription right

0.4

0.5

0.5

0.5

0.3

Total Equity

163.6

165.8

143.6

96.0

72.3

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

748.0

832.7

778.9

430.4

396.2

 

 

 

 

 

 

    S/O-Ordinary Shares

6.4

6.4

6.3

5.3

5.3

Total Common Shares Outstanding

6.4

6.4

6.3

5.3

5.3

T/S-Ordinary Shares

0.0

0.0

0.0

0.0

0.0

Total Number of Employee

511

411

-

-

-

Full-Time Employees

-

-

402

361

247

Total Number of Shareholders

3,867

-

-

-

-

Number of common shareholders

-

3,650

3,323

2,019

2,016

LT Debt Remainings

25.0

-

-

-

-

Loans Payable Remaining

-

0.0

-

-

-

Within One Year

6.4

4.9

-

-

-

Division And End Of Current Period Remai

21.0

29.3

-

-

-

LT debt & bonds maturing within 1 yr

-

-

27.6

22.0

15.3

Over One Year And Within Two Years

6.4

4.9

-

-

-

Lns Pble Maturing over a Yr within 2 Yrs

25.3

23.0

-

-

-

LT debt & bonds maturing within 2 yrs

-

-

25.6

17.2

8.6

Over Two Years And Within Three Years

6.4

4.9

-

-

-

Lns Pble Maturg over 2 Yrs within 3 Yrs

22.1

12.9

-

-

-

LT debt & bonds maturing within 3 yrs

-

-

19.6

15.2

4.1

Over Three Years And Within Four Years

4.3

4.9

-

-

-

Over Four Years And Within Five Years

2.1

2.4

-

-

-

Lns Pble Maturg over 3 Yrs within 4 Yrs

14.4

8.8

-

-

-

LT debt & bonds maturing within 4 yrs

-

-

11.3

9.8

0.2

Lns Pble Maturg over 4 Yrs within 5 Yrs

22.7

1.4

-

-

-

LT debt & bonds maturing within 5 yrs

-

-

8.5

2.5

0.0

Total Long Term Debt, Supplemental

156.0

97.3

92.6

66.7

28.2

Pension obligation

4.8

4.9

4.4

3.2

3.0

Fair value of plan asset

1.9

2.0

1.7

1.3

1.1

Funded Status - Total/No Break-down

-2.9

-

-

-

-

Funded status

-

-2.9

-2.7

-1.9

-1.9

Total Funded Status

-2.9

-2.9

-2.7

-1.9

-1.9

Reserve for accrued retirement benefits

-2.9

-2.9

-2.7

-1.9

-1.9

Net Assets Recognized on Balance Sheet

-2.9

-2.9

-2.7

-1.9

-1.9

 

 

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

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income

31.3

56.4

39.4

26.4

5.6

    Depreciation

4.9

4.9

4.1

3.5

1.4

    Equity in (earnings) losses of affiliate

-1.5

-

-

-

-

    Amort of goodwill

0.1

0.2

0.1

0.3

0.4

    Office relocation expenses(1)

-

0.4

-

-

-

    Gain on negative goodwill

-

-

0.0

-11.7

0.0

    Stock compensation expenses

-

-

0.0

0.2

0.2

    Rev. G on reserve for new stock warranty

-

-

0.0

0.0

0.0

    Insurance income

-

-

-4.6

0.0

-

    Loss (gain) on liquidation of subsidiari

-

-

-0.4

0.0

-

    Assets impairment loss

-

-

0.0

0.1

0.0

    Increase (decrease) in allowance for dou

1.2

1.0

0.5

0.0

-0.7

    Increase (decrease) in provision for bon

-2.3

2.6

1.5

0.5

-1.6

    Increase (decrease) in provision for ret

0.4

0.2

0.5

-0.4

0.4

    Increase (decrease) in provision for dir

0.5

0.3

0.4

-0.3

0.2

    Reversal of int.& dividends received

-0.7

-0.6

-0.6

-0.3

-0.8

    Reversal of interest expenses

2.9

3.6

2.9

2.1

1.9

    Reversal of bond interest expenses

-

-

0.0

0.1

0.2

    Foreign exchange gains/losses

-

-

0.0

0.4

0.8

    G/L on valuation of exchange contract

-

-

0.0

0.4

-0.3

    Gain/loss on the sale of fixed assets

-

-

0.0

0.0

0.0

    L on retirement/sale of fixed assets

-

-

-

-

0.0

    Gain/Loss on retirement of fixed assets

-

-

0.0

0.0

0.0

    Loss on sale of LT investment in secs.

-

-

-

0.0

1.0

    Gain/Loss on val. LT investment in secs.

3.3

-

0.3

0.5

9.5

    Office relocation expenses

-

-

0.0

-

-

    G/L on equity change

-

0.1

0.0

0.0

0.4

    L on valuation of golf membership

-

-

0.0

0.0

0.0

    Decrease (increase) in notes and account

36.7

-60.3

-110.9

-8.9

146.2

    Decrease (increase) in inventories

88.9

16.8

-126.0

47.1

9.9

    Increase (decrease) in notes and account

-51.1

57.2

72.3

-9.4

-119.0

    Decrease (increase) in consumption taxes

-4.6

5.7

-2.3

0.1

-0.4

    Increase (decrease) in income taxes paya

-0.1

0.0

0.1

0.1

-0.1

    Inc (Dec) business tax payables

-

-

-

-

0.0

    Decrease (increase) in advance payments

1.7

12.7

-13.2

-1.0

-0.2

    Inc (Dec) prepaid expenses

-

-

0.0

0.1

-0.1

    Decrease (increase) in accounts receivab

-2.2

8.1

3.2

1.9

-0.5

    ST sec. & guarantee deposits made

-

-

0.0

0.0

0.0

    LT sec. & guaranteed deposits made

-

-

0.0

0.0

0.0

    Increase (decrease) in accounts payable-

0.2

-3.9

0.5

0.2

-0.1

    Inc (Dec) accrued expenses

-

-

0.0

0.1

-0.5

    Increase (decrease) in advances received

1.0

-7.4

9.0

-0.2

1.3

    Inc (Dec) in security deposits received

-

-

0.0

0.0

0.0

    Other Operating Cash Flow

0.0

0.0

-

-

-

    Other, net

6.1

3.6

-0.7

-0.1

0.2

    Interest & div.received(cash basis)

0.7

0.6

0.6

0.3

0.8

    Interest paid (cash basis)

-2.8

-3.5

-2.9

-2.3

-2.1

    Income taxes paid

-29.8

-25.4

-7.4

-6.5

-10.0

    Income taxes refund, cash basis

-

-

1.3

3.5

0.0

    Insurance income

-

-

4.6

-

-

    Adjustment

-

-

0.0

0.0

0.0

Cash from Operating Activities

85.0

73.4

-127.6

46.8

43.6

 

 

 

 

 

 

    Time deposit made

-0.7

-1.3

-0.1

-1.2

0.0

    Time deposit matured

1.4

1.8

0.0

3.2

0.0

    Purchase of property, plant and equipmen

-3.7

-6.9

-0.7

-0.4

-0.7

    Sale of properties, plants & equipment

-

-

0.0

0.0

0.0

    Purchase of intangible assets

-1.6

-0.2

-0.5

-0.2

-5.6

    Purchase of LT investment in securities

-29.3

-0.7

-1.5

-14.1

-3.8

    Sale/LT investment in securities

-

-

0.2

0.0

5.4

    Payments for sales of investments in sub

-0.7

-

-

-

-

    Purchase of con.sub.'s stock-outflow

-81.2

-

0.0

-23.2

0.0

    Closely-held inv'ts made

-

-

-

-

0.0

    Purchase of businesses

-

-

-6.1

-0.6

-0.9

    Rounding adjustment Cash flow

0.0

0.0

-

-

-

    Loans made

-0.7

-0.4

-0.8

-0.3

0.0

    Payments for contributions in insurance

-0.1

-0.1

-1.6

0.0

-

    Proceeds from sales of golf club members

-

-

0.4

0.0

-

    Loans collected

0.8

0.3

0.3

0.2

0.1

    Other, net

2.7

-1.5

0.7

-0.1

0.0

Cash from Investing Activities

-113.0

-9.0

-9.8

-36.6

-5.5

 

 

 

 

 

 

    Net increase (decrease) in short-term lo

-43.7

-33.4

140.2

-51.7

-10.4

    Proceeds from long-term loans payable

102.7

24.1

29.2

62.1

6.0

    Repayment of long-term loans payable

-29.9

-27.6

-19.8

-24.4

-4.2

    Bonds issued

12.1

12.7

11.7

0.0

-

    Bonds redemption

-4.8

-4.8

-4.2

-7.1

-3.6

    Stocks issuance income

0.0

0.1

17.1

0.1

0.0

    Other, net

0.0

-

-

-

-

    Proceeds from Issuance of common stock t

0.1

0.2

-

-

-

    Rounding adjustment Cash flow

0.0

0.0

-

-

-

    Stock issued to min. shareholders

-

-

0.0

0.0

0.2

    Cash divd. paid

-4.9

-6.0

-2.6

-2.4

-2.2

    Proceed from minorities' payment

-0.3

-0.1

-0.1

-0.1

-0.1

Cash from Financing Activities

31.2

-34.9

171.5

-23.5

-14.4

 

 

 

 

 

 

Foreign Exchange Effects

3.3

-0.3

-1.3

0.1

-2.9

Net Change in Cash

6.5

29.2

32.8

-13.2

20.9

 

 

 

 

 

 

Net cash- Beginning balance

126.6

103.8

62.9

71.1

44.9

Net cash- Ending balance

133.1

133.0

95.7

58.0

65.8

    Cash Interest Paid

2.8

3.5

2.9

2.3

2.1

    Cash Taxes Paid

29.8

25.4

6.1

3.0

10.0

 

 

 

 

 

 

 

 

 

 

Financial Health

 

 

Key Indicators USD (mil)

 

Quarter
Ending
30-Sep-2013

Quarter
Ending
Yr Ago

Annual
Year End
31-Mar-2013

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

444.4

7.99%

1,985.9

-25.34%

14.70%

-5.26%

Operating Income1 (?)

7.3

71.26%

36.0

-35.83%

5.27%

-0.43%

Income Available to Common Excl Extraord Items1 (?)

4.3

51.25%

17.2

-41.63%

-7.37%

0.03%

Basic EPS Excl Extraord Items1 (?)

0.67

51.21%

2.71

-41.64%

-12.64%

-5.13%

Capital Expenditures2 (?)

3.4

47.79%

5.3

-21.57%

104.49%

4.93%

Cash from Operating Activities2 (?)

-6.4

-

85.0

21.72%

17.46%

-

Free Cash Flow (?)

-9.9

-

70.3

26.36%

15.42%

-

Total Assets3 (?)

819.3

24.78%

748.0

2.60%

20.51%

5.33%

Total Liabilities3 (?)

627.5

22.89%

584.5

0.09%

20.73%

3.09%

Total Long Term Debt3 (?)

128.9

205.11%

128.6

132.50%

42.55%

39.91%

Employees3 (?)

-

-

511

24.33%

12.28%

16.32%

Total Common Shares Outstanding3 (?)

6.4

0.05%

6.4

0.03%

6.02%

3.59%

1-ExchangeRate: JPY to USD Average for Period

98.955314

 

82.970472

 

 

 

2-ExchangeRate: JPY to USD Average for Period

98.762624

 

82.970472

 

 

 

3-ExchangeRate: JPY to USD Period End Date

98.230000

 

94.088557

 

 

 

Key Ratios

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Profitability

Gross Margin (?)

5.32%

4.82%

5.23%

5.43%

3.54%

Operating Margin (?)

1.81%

2.11%

2.19%

2.34%

0.49%

Pretax Margin (?)

1.57%

2.02%

2.14%

2.25%

0.34%

Net Profit Margin (?)

0.87%

1.11%

1.20%

1.65%

0.11%

Financial Strength

Current Ratio (?)

1.38

1.29

1.27

1.32

1.23

Long Term Debt/Equity (?)

0.79

0.38

0.45

0.47

0.18

Total Debt/Equity (?)

1.75

1.69

2.13

1.33

1.84

Management Effectiveness

Return on Assets (?)

2.15%

3.85%

3.74%

4.58%

0.46%

Return on Equity (?)

9.84%

19.17%

18.22%

22.34%

2.56%

Efficiency

Receivables Turnover (?)

5.38

7.54

7.05

6.43

6.91

Inventory Turnover (?)

10.02

10.83

10.35

9.69

12.23

Asset Turnover (?)

2.37

3.32

3.02

2.75

3.54

Market Valuation USD (mil)

P/E (TTM) (?)

6.10

.

Enterprise Value2 (?)

327.3

Price/Sales (TTM) (?)

0.08

.

Enterprise Value/Revenue (TTM) (?)

0.19

Price/Book (MRQ) (?)

0.72

.

Enterprise Value/EBITDA (TTM) (?)

7.40

Market Cap as of 06-Dec-20131 (?)

132.5

.

 

 

1-ExchangeRate: JPY to USD on 6-Dec-2013

101.794566

 

 

 

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

98.230000

 

 

 

 

 

 Annual Ratios

 

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Financial Strength

Current Ratio (?)

1.38

1.29

1.27

1.32

1.23

Quick/Acid Test Ratio (?)

1.02

0.87

0.77

0.90

0.75

Working Capital1 (?)

162.2

169.2

150.5

87.8

71.0

Long Term Debt/Equity (?)

0.79

0.38

0.45

0.47

0.18

Total Debt/Equity (?)

1.75

1.69

2.13

1.33

1.84

Long Term Debt/Total Capital (?)

0.29

0.14

0.14

0.20

0.06

Total Debt/Total Capital (?)

0.64

0.63

0.68

0.57

0.65

Payout Ratio (?)

26.66%

15.56%

13.27%

12.59%

124.49%

Effective Tax Rate (?)

42.52%

42.44%

42.00%

26.00%

61.54%

Total Capital1 (?)

449.7

446.8

449.4

223.5

205.7

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

2.37

3.32

3.02

2.75

3.54

Inventory Turnover (?)

10.02

10.83

10.35

9.69

12.23

Days In Inventory (?)

36.41

33.70

35.26

37.67

29.85

Receivables Turnover (?)

5.38

7.54

7.05

6.43

6.91

Days Receivables Outstanding (?)

67.82

48.40

51.74

56.73

52.79

Revenue/Employee2 (?)

3,427,029

6,518,030

4,741,585

3,237,062

6,781,364

Operating Income/Employee2 (?)

62,064

137,329

103,939

75,829

33,038

EBITDA/Employee2 (?)

70,529

148,817

114,594

85,368

38,761

 

 

 

 

 

 

Profitability

Gross Margin (?)

5.32%

4.82%

5.23%

5.43%

3.54%

Operating Margin (?)

1.81%

2.11%

2.19%

2.34%

0.49%

EBITDA Margin (?)

2.06%

2.28%

2.42%

2.64%

0.57%

EBIT Margin (?)

1.81%

2.11%

2.19%

2.34%

0.49%

Pretax Margin (?)

1.57%

2.02%

2.14%

2.25%

0.34%

Net Profit Margin (?)

0.87%

1.11%

1.20%

1.65%

0.11%

R&D Expense/Revenue (?)

-

-

-

0.00%

-

COGS/Revenue (?)

94.68%

95.18%

94.77%

94.57%

96.46%

SG&A Expense/Revenue (?)

3.17%

2.58%

3.14%

3.79%

2.44%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

2.15%

3.85%

3.74%

4.58%

0.46%

Return on Equity (?)

9.84%

19.17%

18.22%

22.34%

2.56%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

11.06

10.00

-20.98

8.63

7.14

Operating Cash Flow/Share 2 (?)

11.80

11.07

-20.78

8.74

8.33

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) (?)

6.10

Market Cap/Equity (MRQ) (?)

0.72

Market Cap/Revenue (TTM) (?)

0.08

Market Cap/EBIT (TTM) (?)

3.92

Market Cap/EBITDA (TTM) (?)

3.11

Enterprise Value/Earnings (TTM) (?)

14.55

Enterprise Value/Equity (MRQ) (?)

1.71

Enterprise Value/Revenue (TTM) (?)

0.19

Enterprise Value/EBIT (TTM) (?)

9.34

Enterprise Value/EBITDA (TTM) (?)

7.40

 

 

 

 

 

 

 

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.61.96

UK Pound

1

Rs.101.14

Euro

1

Rs.85.33

 

 

INFORMATION DETAILS

 

Report Prepared by :

NIS

 

 

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 SCs 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.