MIRA INFORM REPORT

 

 

Report Date :

22.06.2013

 

IDENTIFICATION DETAILS

 

Name :

TOYO DENKI SEIZO K.K.

 

 

Registered Office :

4F, No.1 Nurihiko Bldg., 2-9-2, Kyobashi Chuo-Ku, 104-0031

 

 

Country :

Japan

 

 

Financials (as on) :

31.05.2012

 

 

Date of Incorporation :

20.06.1918

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Manufacture of electric motors, generators and transformers

 

 

No. of Employees :

1,175

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

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

Satisfactory

 

Status :

Satisfactory

Payment Behaviour :

No Complaints

Litigation :

Clear

 

 

NOTES :

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

 

ECGC Country Risk Classification List – March 31st, 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

Bottom of Form

Top of Form

TOYO DENKI SEIZO K.K.

                                                                                                                                                   

 

4F, No.1 Nurihiko Bldg., 2-9-2, Kyobashi

 

 

Chuo-Ku, 104-0031

Japan

 

 

Tel:

81-3-35350631

Fax:

81-3-35350640

 

www.toyodenki.co.jp

 

Employees:

1,175

Company Type:

Public Parent

Corporate Family:

8 Companies

Traded:

Tokyo Stock Exchange:

6505

Incorporation Date:

20-Jun-1918

Auditor:

Ernst & Young ShinNihon LLC

Financials in:

 USD (mil)

Fiscal Year End:

31-May-2012

Reporting Currency:

Japanese Yen

Annual Sales:

490.1  1

Net Income:

10.0

Total Assets:

482.2  2

Market Value:

127.0

 

(07-Jun-2013)

                                       

Business Description        

 

TOYO DENKI SEIZO K. K. is a company mainly engaged in the manufacture and sale of electrical equipment for traffic, industrial and information technology (IT) use. The Company operates in four business segments. The Transportation segment provides electrical equipment for various vehicles, as well as electrical power storage devices. The Industrial segment provides industrial electric equipment system products, rotary electric machines, control devices, electric distribution and electric power supply devices, testing devices, water supply and sewerage equipment system products, as well as electric generating system products. The IT segment provides station service system equipment, remote monitoring system equipment and information systems-related equipment. The Others segment is engaged the software-related business and labor dispatch business. For the nine months ended 28 February 2013, TOYO DENKI SEIZO K.K. revenues decreased 24% to Y20.55B. Net loss applicable to common stockholders totaled Y319M vs. income of Y232M. Revenues reflect a decrease in demand for the Company's products and services due to unfavorable market conditions. Net loss reflects Eliminations and Corporate segment loss increase from Y462M to Y1.59B, Information Machine segment income decrease of 41% to Y94M.

          

Industry                                                                                                                                      

 

Industry

Electronic Instruments and Controls

ANZSIC 2006:

2439 - Other Electrical Equipment Manufacturing

NACE 2002:

3110 - Manufacture of electric motors, generators and transformers

NAICS 2002:

335312 - Motor and Generator Manufacturing

UK SIC 2003:

3110 - Manufacture of electric motors, generators and transformers

UK SIC 2007:

2711 - Manufacture of electric motors, generators and transformers

US SIC 1987:

3621 - Motors and Generators

                      

Key Executives           

   

 

Name

Title

Hiroshi Tsuchida

President, Representative Director

Shuji Horie

Executive Officer, Director of China Sales in Transportation Business Unit

Yoshihiko Yoshino

Manager of Yokohama Manufacturing Factory, Director

Isami Takase

Director of General Affairs

Kiyoyuki Tsujii

Director

   

Significant Developments                                                                                                                

 

Topic

#*

Most Recent Headline

Date

Negative Earnings Pre-Announcement

2

Toyo Denki Seizo KK Lowers Consolidated Full-year Forecast for FY 2013

12-Dec-2012

General Reorganization

1

Toyo Denki Seizo KK to Dissolve Wholly Owned Subsidiary

12-Nov-2012

Business Deals

1

Toyo Denki Seizo KK Receives Orders in Subsidiary

7-Nov-2012

Special Events / Other

1

Toyo Denki Seizo KK Announces Uncollectible Receivables

22-May-2013

      

Financial Summary   

 

 

As of 28-Feb-2013

Key Ratios

Company

Industry

Current Ratio (MRQ)

1.15

2.32

Quick Ratio (MRQ)

0.78

1.43

Debt to Equity (MRQ)

0.80

0.56

Sales 5 Year Growth

1.07

8.07

Net Profit Margin (TTM) %

0.73

6.72

Return on Assets (TTM) %

0.58

5.54

Return on Equity (TTM) %

1.49

13.32

 

 

 

Stock Snapshot                                     

 

Traded: Tokyo Stock Exchange: 6505

 

As of 7-Jun-2013

   Financials in: JPY

Recent Price

252.00

 

EPS

16.59

52 Week High

363.00

 

Price/Sales

0.32

52 Week Low

200.00

 

Dividend Rate

6.00

Avg. Volume (mil)

0.33

 

Price/Earnings

50.90

Market Value (mil)

12,266.10

 

Price/Book

0.81

 

 

 

Beta

0.65

 

Price % Change

Rel S&P 500%

4 Week

-19.49%

-7.79%

13 Week

-7.35%

-10.54%

52 Week

2.02%

-29.47%

Year to Date

3.70%

-15.64%

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = JPY 78.69807
2 - Balance Sheet Item Exchange Rate: USD 1 = JPY 78.98128

 

 

Corporate Overview

 

Location
4F, No.1 Nurihiko Bldg., 2-9-2, Kyobashi
Chuo-Ku, 104-0031
Japan

 

Tel:

81-3-35350631

Fax:

81-3-35350640

 

www.toyodenki.co.jp

 

Head Office:

Okyo Tatemono Yaesu Building 5f 1-4-16, Yaesu, Chuo-Ku,  Tokyo, 103-0028, Japan

Quote Symbol - Exchange

6505 - Tokyo Stock Exchange

Sales JPY(mil):

38,570.0

Assets JPY(mil):

38,085.0

Employees:

1,175

Fiscal Year End:

31-May-2012

 

Industry:

Electronic Instruments and Controls

Incorporation Date:

20-Jun-1918

Company Type:

Public Parent

Quoted Status:

Quoted

 

President, Representative Director:

Hiroshi Tsuchida

 

Industry Codes

 

ANZSIC 2006 Codes:

2439

-

Other Electrical Equipment Manufacturing

7000

-

Computer System Design and Related Services

2499

-

Other Machinery and Equipment Manufacturing Not Elsewhere Classified

2469

-

Other Specialised Machinery and Equipment Manufacturing

7212

-

Labour Supply Services

2463

-

Machine Tool and Parts Manufacturing

2419

-

Other Professional and Scientific Equipment Manufacturing

 

NACE 2002 Codes:

3110

-

Manufacture of electric motors, generators and transformers

3320

-

Manufacture of instruments and appliances for measuring, checking, testing, navigating and other purposes, except industrial process control equipment

7222

-

Other software consultancy and supply

2924

-

Manufacture of other general purpose machinery not elsewhere classified

7450

-

Labour recruitment and provision of personnel

2943

-

Manufacture of other machine tools not elsewhere classified

 

NAICS 2002 Codes:

335312

-

Motor and Generator Manufacturing

333999

-

All Other Miscellaneous General Purpose Machinery Manufacturing

541511

-

Custom Computer Programming Services

333298

-

All Other Industrial Machinery Manufacturing

334513

-

Instrument's and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variable

333992

-

Welding and Soldering Equipment Manufacturing

561320

-

Temporary Help Services

 

US SIC 1987:

3621

-

Motors and Generators

3548

-

Electric and Gas Welding and Soldering Equipment

7363

-

Help Supply Services

3559

-

Special Industry Machinery, Not Elsewhere Classified

3823

-

Industrial Instruments for Measurement, Display, and Control of Process Variables; and Related Products

7371

-

Computer Programming Services

3569

-

General Industrial Machinery and Equipment, Not Elsewhere Classified

 

UK SIC 2003:

3110

-

Manufacture of electric motors, generators and transformers

7222

-

Other software consultancy and supply

7450

-

Labour recruitment and provision of personnel

2943

-

Manufacture of other machine tools not elsewhere classified

3320

-

Manufacture of instruments and appliances for measuring, checking, testing, navigating and other purposes, except industrial process control equipment

2924

-

Manufacture of other general purpose machinery not elsewhere classified

 

UK SIC 2007:

2711

-

Manufacture of electric motors, generators and transformers

6202

-

Computer consultancy activities

2651

-

Manufacture of instruments and appliances for measuring, testing and navigation

2829

-

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

7820

-

Temporary employment agency activities

2849

-

Manufacture of other machine tools

 

 

Business Description

TOYO DENKI SEIZO K. K. is a company mainly engaged in the manufacture and sale of electrical equipment for traffic, industrial and information technology (IT) use. The Company operates in four business segments. The Transportation segment provides electrical equipment for various vehicles, as well as electrical power storage devices. The Industrial segment provides industrial electric equipment system products, rotary electric machines, control devices, electric distribution and electric power supply devices, testing devices, water supply and sewerage equipment system products, as well as electric generating system products. The IT segment provides station service system equipment, remote monitoring system equipment and information systems-related equipment. The Others segment is engaged the software-related business and labor dispatch business. For the nine months ended 28 February 2013, TOYO DENKI SEIZO K.K. revenues decreased 24% to Y20.55B. Net loss applicable to common stockholders totaled Y319M vs. income of Y232M. Revenues reflect a decrease in demand for the Company's products and services due to unfavorable market conditions. Net loss reflects Eliminations and Corporate segment loss increase from Y462M to Y1.59B, Information Machine segment income decrease of 41% to Y94M.

 

 

More Business Descriptions

Manufacture of electric machinery for rolling stock including motors, control equipment, variable speed drives, diesel generators, turbine generators, automatic drafting machines, HT and LT switchgear

 

Electrical Traffic Equipments Mfr & Sales

 

Toyo Denki Seizo K.K. (Toyo Denki) is occupied in the manufacturing, commercialization and construction services of electrical equipments. Toyo Denki operates through its three reportable business segments namely, Transportation Systems Segment, Industrial Systems Segment and Information Systems Segment. The company’s Transportation Systems segment is in the manufacture of electrical equipment for rail vehicles. Toyo Denki is in Manufacturing, sale and construction of electrical equipment used in rail vehicles, high speed surface transport (HSST) systems, magnetic levitation vehicles, light rail vehicles (LRV), special purpose vehicles, and alternative rail vehicles as well as electric storage systems for railway applications. The key products in transportation segment include traction motor, propultion inverter, auxiliary power supply, total train communication system (TTCS), railway power storage system, driving gear unit, TD coupling, pantograph, and door operating equipment. For the fiscal year ended 2012, the company's transportation segment recorded net sales of yen 17,077m. for first three Quarters (June 1, 2011–February 29, 2012), which accounted for 63.4% of total sales. Toyo Denki's Industrial Systems segment is occupied in the manufacture, sale and provides construction services for motors, inverters, testing equipment, power generating equipment, water supply and sanitation equipment systems, alternative power generating systems and in-wheel motors. Key products in Industrial systems segment include eco-drive motor, intelligent inverters, sine-wave converter, programable controller, DC drive system, current-limiting fuse, high-speed operation controller, distributed power source, FA system products, and Power generating equipment system. The industrial segment recorded net sales of Yen 8,909 m, for first three Quarters (June 1, 2011–February 29, 2012), which accounted for 33.0% of total sales. The Information Systems segment engages in the manufacture, sale, and provides construction services for automatic commuter ticket vending machines, smart card vending machines, onboard ticket vending machines, remote monitoring systems and information systems equipment. Its key Information systems products include commuter pass vending machines, station operation equipment, handheld ticket vending machines, automatic commuter pass vending machines, automatic fare adjustment machines, and smart card vending machines, among others. The information system segment recorded net sales of Yen 963m, for first three Quarters(June 1, 2011–February 29, 2012),which accounted for 3.6% of total sales. While the other segment amounted for Yen 6m for the same period of time.In August 2011, the company announces to establish an overseas subsidiary in China to expand and strengthen its transportation and industrial systems businesses. In May 2011, the company entered into an agreement with Toyota Industries Corporation on the establishment of the joint venture, which will be engaged in the development, manufacturing and sale of motor inverter and electric driving system.The consolidated statement of Income for the First Three Quarters of Fiscal First Three Quarters, FY2011 (June 1, 2011–February 29, 2012) was reported as yen 232m compared to yen 425m for the First Three Quarters, FY2010 (June 1, 2010–February 28, 2011).

 

Toyo Denki Seizo K.K. (Toyo Denki) is an electrical equipment manufacturer, based in Japan. It was formerly known as Electric Mfg. Co., Ltd. The company manufactures, commercializes and constructs electrical equipments. Toyo Denki operates its business in the three areas which include business transportation systems, industrial systems and information systems. The transportation systems products include traction motor, driving gear unit, total train communication system, and auxiliary power supply. Its industrial systems products and information systems products which include intelligent inverters, current-limiting fuse, power generating equipment system, commuter pass vending machines, hand-held ticket vending machines and automatic commuter pass vending machines. The company was established in the year 1918. Toyo Denki is headquartered in Tokyo, Japan.The company reported revenues of (Yen) JPY 38,570.00 million during the fiscal year ended May 2012, an increase of 1.78% over 2011. The operating profit of the company was JPY 1,668.00 million during the fiscal year 2012, an increase of 39.36% over 2011. The net profit of the company was JPY 786.00 million during the fiscal year 2012, an increase of 15.88% over 2011.

 

Electrical Equipment Manufacturing

 

 

 

 

 

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

38,570.0

Net Income:

786.0

Assets:

38,085.0

Long Term Debt:

2,849.0

 

Total Liabilities:

23,037.0

 

 

 

Date of Financial Data:

31-May-2012

 

1 Year Growth

NA

15.7%

3.2%

 

Market Data

Quote Symbol:

6505

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

252.0

Stock Price Date:

06-07-2013

52 Week Price Change %:

2.0

Market Value (mil):

12,266,100.0

 

SEDOL:

6900085

ISIN:

JP3617000009

 

Equity and Dept Distribution:

FY'04 &'05 1Q & 3Q's WAS & o/s are estimated. FY'06 1Q & 3Q WAS & o/s are estimated. FY'07-08 Q1 & Q3 WAS & O/S were estimated. FY'08 AR WAS & DWAS were reported as 11.84. FY'08 Q1 EPS was reported as -1.96.

 

 

 

Shareholders

 

 

Major Shareholders

Nippon Life Insurance (6.1%)

 

 

 

 

 

Key Corporate Relationships

Auditor:

Ernst & Young ShinNihon LLC

 

Auditor:

Ernst & Young ShinNihon LLC

 

 

 

 

 

 

 

 

Corporate Structure News

 

TOYO DENKI SEIZO K.K.
Total Corporate Family Members: 8

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

TOYO DENKI SEIZO K.K.

Parent

Chuo-Ku

Japan

Electronic Instruments and Controls

490.1

1,175

Toyosangyo K.K.

Subsidiary

Tokyo

Japan

Business Services

 

140

Taihei Electric Co., Ltd.

Subsidiary

Tokyo

Japan

Electronic Instruments and Controls

 

80

Toyo Denki USA, Inc.

Subsidiary

Freedom, PA

United States

Auto and Truck Parts

 

11

Toyokouki Co., Ltd.

Subsidiary

Hiratsuka, Kanagawa

Japan

Electronic Instruments and Controls

 

 

TD Drive Manufacturing Co., Ltd.

Subsidiary

Moriyama, Shiga

Japan

Business Services

 

 

Tianjin Toyodenki International Trade Co., Ltd.

Subsidiary

Tianjin

China

Miscellaneous Capital Goods

 

 

Changzhou Taiping Zhanyun Automatic Door Co., Ltd.

Subsidiary

Changzhou, Jiangsu

China

Electronic Instruments and Controls

 

 

 

 

 

 

Competitors Report



CompanyName

Location

Employees

Ownership

Kimmon Koha Co., Ltd.

Tokyo, Japan

956

Public

Marubeni Power Systems Corporation

Tokyo, Japan

70

Private

 

 

 

 

 

 

 

Executives Report

 

Board of Directors

 

Name

Title

Function

Yoshio Hosoda

 

Managing Director, Director of Transportation Business

Director/Board Member

Biography:

Mr. Yoshio Hosoda has been serving as Managing Director and Director of Transportation Business in TOYO DENKI SEIZO K.K. since August 28, 2012. He joined the Company in April 1974. His previous titles include Director of Quality Management, Manager of Yokohama Manufacturing Center, Manager of Quality Management Office, Manager of Design Group in Yokohama Manufacturing Center of Main Production nit, Deputy Director of Business in Traffic Business Unit and Executive Officer of the Company.

 

Age: 61

 

Hiroshi Shimotakahara

 

Director of Business Development, Director

Director/Board Member

 

 

Biography:

Mr. Hiroshi Shimotakahara has been serving as Director of Business Development and Director in TOYO DENKI SEIZO K.K. since August 26, 2011. He joined the Company in December 2003. His previous titles in the Company include Director of Planning, Executive Officer, Senior Executive Officer, Director of Finance and Manager of Business Management Office. He used to work for The Sanwa Bank, Limited.

 

Age: 60

 

Kenzo Terashima

 

Vice President, Representative Director

Director/Board Member

 

 

Biography:

Mr. Kenzo Terashima has been serving as Vice President and Representative Director in TOYO DENKI SEIZO K.K., since August 28, 2012. He obtained his Bachelor's degree in Science from Ritsumeikan University in March 1972. He joined the Company in April 1972. His previous titles include Director of Traffic Business, Director of Overseas Sales in Traffic System Business Unit, Deputy Chief Director of Sales, Executive Officer, Senior Managing Director and Director of the Company.

 

Age: 64

 

Education:

Ritsumeikan University, BS

 

Hiroshi Tsuchida

 

President, Representative Director

Director/Board Member

 

 

Biography:

Mr. Hiroshi Tsuchida has been serving as President and Representative Director in TOYO DENKI SEIZO K.K. since August 28, 2009. He joined the Company in June 2009. He previously worked for Japanese National Railways, West Japan Railway Company, Nippon Densetsu Kogyo Co., Ltd. and other Japan-based companies. He obtained his Bachelor's degree in Law from University of Tokyo in March 1965.

 

Age: 71

 

Education:

University of Tokyo, LLB (Law)

 

Masayoshi Tsuchiya

 

Director of Industry Business, Director

Director/Board Member

 

 

Biography:

Mr. Masayoshi Tsuchiya has been serving as Director of Industry Business and Director in TOYO DENKI SEIZO K.K. since August 28, 2012. He joined the Company in April 1975. He used to serve as Executive Officer, Senior Executive Officer, Deputy Director of Transportation Business, Director of Quality Assurance, Manager of Yokohama Factory and Director of China Promotion in Transportation Business Unit.

 

Age: 61

 

Masami Tsuchiya

 

Board Member

Director/Board Member

 

 

Yoshihiko Yoshino

 

Manager of Yokohama Manufacturing Factory, Director

Director/Board Member

 

 

Biography:

Mr. Yoshihiko Yoshino has been serving as Manager of Yokohama Manufacturing Factory and Director in TOYO DENKI SEIZO K.K. since August 28, 2012. He joined the Company in April 1974. His previous titles include Director of Information mechatronics sales, Deputy Director of IT Business and Executive Officer, among others.

 

Age: 61

 

 

Executives

 

Name

Title

Function

Hiroshi Tsuchida

 

President, Representative Director

President

Biography:

Mr. Hiroshi Tsuchida has been serving as President and Representative Director in TOYO DENKI SEIZO K.K. since August 28, 2009. He joined the Company in June 2009. He previously worked for Japanese National Railways, West Japan Railway Company, Nippon Densetsu Kogyo Co., Ltd. and other Japan-based companies. He obtained his Bachelor's degree in Law from University of Tokyo in March 1965.

 

Age: 71

 

Education:

University of Tokyo, LLB (Law)

 

Hiroyuki Arai

 

Executive Officer, President of Osaka Office

Division Head Executive

 

 

Kenichi Goto

 

Executive Officer, Transportation Plant Manager in Transportation Business Unit

Division Head Executive

 

 

Shuji Horie

 

Executive Officer, Director of China Sales in Transportation Business Unit

Division Head Executive

 

 

Ryoichi Kaneko

 

Executive Officer, Director of Quality Management Office

Division Head Executive

 

 

Hitoshi Katayama

 

Executive Officer, Deputy Dir of Industry Business, Director of Industry Business Planning

Division Head Executive

 

 

Biography:

Hitoshi Katayama executive officer, deputy director of industrial business, industrial plant manager of industrial business unit, manger of production management group of industrial plant in industrial business unit in Toyo Denki Seizo K.K. since 2011.

 

Shinya Koizumi

 

Executive Officer, President of Subsidiary

Division Head Executive

 

 

Koji Kurihara

 

Executive Officer, President of Nagoya Office, Director of Nagoya Sales

Division Head Executive

 

 

Yoshifumi Ohtsubo

 

Executive Officer, Director of Business Planning

Division Head Executive

 

 

Ju Sone

 

Executive Officer, Manager of Beijing Office in China Promotion Unit of Transportation Business Unit

Division Head Executive

 

 

Yoshio Hosoda

 

Managing Director, Director of Transportation Business

Managing Director

 

 

Biography:

Mr. Yoshio Hosoda has been serving as Managing Director and Director of Transportation Business in TOYO DENKI SEIZO K.K. since August 28, 2012. He joined the Company in April 1974. His previous titles include Director of Quality Management, Manager of Yokohama Manufacturing Center, Manager of Quality Management Office, Manager of Design Group in Yokohama Manufacturing Center of Main Production nit, Deputy Director of Business in Traffic Business Unit and Executive Officer of the Company.

 

Age: 61

 

Kiyoyuki Tsujii

 

Director

Finance Executive

 

 

Age: 62

 

Isami Takase

 

Director of General Affairs

Investor Relations Executive

 

 

Hiroshi Shimotakahara

 

Director of Business Development, Director

Business Development Executive

 

 

Biography:

Mr. Hiroshi Shimotakahara has been serving as Director of Business Development and Director in TOYO DENKI SEIZO K.K. since August 26, 2011. He joined the Company in December 2003. His previous titles in the Company include Director of Planning, Executive Officer, Senior Executive Officer, Director of Finance and Manager of Business Management Office. He used to work for The Sanwa Bank, Limited.

 

Age: 60

 

Yoshihiko Yoshino

 

Manager of Yokohama Manufacturing Factory, Director

Manufacturing Executive

 

 

Biography:

Mr. Yoshihiko Yoshino has been serving as Manager of Yokohama Manufacturing Factory and Director in TOYO DENKI SEIZO K.K. since August 28, 2012. He joined the Company in April 1974. His previous titles include Director of Information mechatronics sales, Deputy Director of IT Business and Executive Officer, among others.

 

Age: 61

 

Keisuke Tanaka

 

Vice President

Other

 

 

Age: 63

 

Kenji Ueda

 

Director Industry Business

Other

 

 

Age: 55

 

 

 Significant Developments

 

 

 

 

Toyo Denki Seizo KK Announces Uncollectible Receivables

May 22, 2013


Toyo Denki Seizo KK (Co) announced that its customer, an Kanagawa-based company engaged in processing of iron and steel products, has started bankruptcy proceedings. Due to this development, there arose a concern that the claims of JPY 223 million to the Kanagawa-based company may become irrecoverable or their collection may be delayed.

Toyo Denki Seizo KK Lowers Consolidated Full-year Forecast for FY 2013

Dec 12, 2012


Toyo Denki Seizo KK announced that it has lowered the consolidated full-year forecast for revenue from JPY 38,500 million to JPY 33,000 million, operating profit from JPY 1,700 million to JPY 700 million, ordinary profit from JPY 1,700 million to JPY 750 million, net profit from JPY 800 million to JPY 350 million and earning per share from JPY 16.59 to JPY 7.26 for the fiscal year ending May 31, 2013. The Company lowered the consolidated full-year outlook due to smaller-than-expected demand in foreign countries, as well as increased costs.

Toyo Denki Seizo KK to Dissolve Wholly Owned Subsidiary

Nov 12, 2012


Toyo Denki Seizo KK announced that it will dissolve its wholly owned subsidiary, which has been engaged in the sale, import, export and after service provision of electronic machinery products and parts for industrial use in Tianjin, China. The liquidation will be completed in September 2013.

Toyo Denki Seizo KK Receives Orders in Subsidiary

Nov 07, 2012


Toyo Denki Seizo KK announced that its United States-based subsidiary TOYO DENKI USA, INC., has received an order electrical equipments for 78 light rail vehicles with a total amount of JPY 2,600 million, from Kinkisharyo International, L.L.C.

Toyo Denki Seizo KK Lowers Mid-year Consolidated Outlook for FY 2013

Oct 11, 2012


Toyo Denki Seizo KK announced that it has lowered its mid-year consolidated outlook for revenue from JPY 17,000 million to JPY 14,000 million, operating profit (loss) from JPY 200 million to JPY (500 million), ordinary profit (loss) from JPY 200 million to JPY (500 million), net profit (loss) from JPY 50 million to JPY (600 million), and earnings (loss) per share from JPY 1.04 to JPY (12.44), for the fiscal year ending May 2013. The Company lowered its mid-year consolidated outlook mainly due to the weak demand in transportation business and industrial business, as well as the increase in transportation business cost.

 

Annual Income Statement

 

Financials in: USD (mil)

 

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

 

 

 

 

  Financial Glossary

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.698065

83.931161

92.075644

99.54541

111.586981

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Net Sales

490.1

451.5

384.8

333.8

341.7

Revenue

490.1

451.5

384.8

333.8

341.7

Total Revenue

490.1

451.5

384.8

333.8

341.7

 

 

 

 

 

 

    Cost of Revenue

377.8

348.3

304.4

255.3

272.0

Cost of Revenue, Total

377.8

348.3

304.4

255.3

272.0

Gross Profit

112.3

103.2

80.4

78.5

69.7

 

 

 

 

 

 

    Selling/General/Administrative Expense

48.6

44.1

35.7

31.8

28.6

    Labor & Related Expense

31.9

30.2

26.3

24.4

23.0

Total Selling/General/Administrative Expenses

80.5

74.4

62.0

56.2

51.6

Research & Development

10.1

10.9

7.8

8.3

7.2

    Impairment-Assets Held for Use

0.1

0.1

0.2

0.2

0.4

    Impairment-Assets Held for Sale

0.3

1.3

0.1

3.2

0.3

    Other Unusual Expense (Income)

0.1

2.3

-0.2

1.2

0.0

Unusual Expense (Income)

0.4

3.7

0.2

4.7

0.7

Total Operating Expense

468.9

437.2

374.4

324.5

331.5

 

 

 

 

 

 

Operating Income

21.2

14.3

10.4

9.3

10.2

 

 

 

 

 

 

        Interest Expense - Non-Operating

-2.1

-1.6

-1.5

-1.4

-1.2

    Interest Expense, Net Non-Operating

-2.1

-1.6

-1.5

-1.4

-1.2

        Interest Income - Non-Operating

0.0

0.0

0.0

0.0

0.0

        Investment Income - Non-Operating

3.2

1.5

0.8

0.1

1.0

    Interest/Investment Income - Non-Operating

3.2

1.5

0.8

0.1

1.0

Interest Income (Expense) - Net Non-Operating Total

1.1

-0.1

-0.7

-1.3

-0.2

Gain (Loss) on Sale of Assets

-

-

-

-

0.0

    Other Non-Operating Income (Expense)

0.0

1.1

1.0

0.2

0.3

Other, Net

0.0

1.1

1.0

0.2

0.3

Income Before Tax

22.3

15.3

10.7

8.3

10.3

 

 

 

 

 

 

Total Income Tax

12.4

7.2

5.1

7.2

5.5

Income After Tax

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Net Income Before Extraord Items

10.0

8.1

5.6

1.0

4.8

Net Income

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

0.0

0.0

0.0

0.0

0.0

Total Adjustments to Net Income

0.0

0.0

0.0

0.0

0.0

Income Available to Common Excl Extraord Items

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

48.2

45.6

44.1

44.4

45.0

Basic EPS Excl Extraord Items

0.21

0.18

0.13

0.02

0.11

Basic/Primary EPS Incl Extraord Items

0.21

0.18

0.13

0.02

0.11

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

10.0

8.1

5.6

1.0

4.8

Diluted Weighted Average Shares

48.2

45.6

44.1

44.4

45.0

Diluted EPS Excl Extraord Items

0.21

0.18

0.13

0.02

0.11

Diluted EPS Incl Extraord Items

0.21

0.18

0.13

0.02

0.11

Dividends per Share - Common Stock Primary Issue

0.08

0.07

0.07

0.06

0.05

Gross Dividends - Common Stock

3.7

3.4

2.9

2.7

2.4

Interest Expense, Supplemental

2.1

1.6

1.5

1.4

1.2

Depreciation, Supplemental

14.5

13.9

10.3

9.6

6.5

Total Special Items

0.4

3.7

0.2

4.7

0.7

Normalized Income Before Tax

22.8

18.9

10.9

13.0

11.0

 

 

 

 

 

 

Effect of Special Items on Income Taxes

0.2

1.7

0.1

1.7

0.4

Inc Tax Ex Impact of Sp Items

12.6

8.9

5.2

8.9

5.9

Normalized Income After Tax

10.2

10.0

5.7

4.1

5.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

10.2

10.0

5.7

4.1

5.1

 

 

 

 

 

 

Basic Normalized EPS

0.21

0.22

0.13

0.09

0.11

Diluted Normalized EPS

0.21

0.22

0.13

0.09

0.11

Research & Development Exp, Supplemental

10.1

10.9

7.8

8.3

7.2

Reported Operating Profit

21.6

17.9

10.6

14.0

12.5

Reported Ordinary Profit

22.7

18.8

10.7

12.7

10.7

Normalized EBIT

21.6

17.9

10.6

14.0

10.9

Normalized EBITDA

36.2

31.8

20.9

23.7

17.5

    Current Tax - Total

9.3

-

-

-

-

Current Tax - Total

9.3

-

-

-

-

    Deferred Tax - Total

3.3

-

-

-

-

Deferred Tax - Total

3.3

-

-

-

-

    Other Tax

-0.2

-

-

-

-

Income Tax - Total

12.4

-

-

-

-

Interest Cost - Domestic

0.9

1.2

1.1

1.1

1.0

Service Cost - Domestic

2.7

2.6

2.2

2.1

1.9

Prior Service Cost - Domestic

-0.1

-0.1

-0.1

-0.1

-0.1

Actuarial Gains and Losses - Domestic

0.9

1.0

0.9

0.8

0.7

Other Pension, Net - Domestic

4.7

3.2

3.0

2.7

2.4

Domestic Pension Plan Expense

9.1

7.8

7.1

6.6

5.9

Defined Contribution Expense - Domestic

-

1.1

1.0

0.8

0.8

Total Pension Expense

9.1

9.0

8.1

7.4

6.7

Discount Rate - Domestic

1.50%

1.50%

2.30%

2.30%

2.30%

Total Plan Interest Cost

0.9

1.2

1.1

1.1

1.0

Total Plan Service Cost

2.7

2.6

2.2

2.1

1.9

Total Plan Other Expense

4.7

3.2

3.0

2.7

2.4

 





 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

78.981276

81.24

91.035

95.455

105.565

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Cash & Equivalents

18.9

29.7

27.0

31.1

21.1

Cash and Short Term Investments

18.9

29.7

27.0

31.1

21.1

        Accounts Receivable - Trade, Gross

173.8

127.2

105.7

87.9

113.4

        Provision for Doubtful Accounts

-0.4

-0.5

-0.5

-0.5

-0.5

    Trade Accounts Receivable - Net

173.5

126.7

105.2

87.3

112.9

    Other Receivables

0.8

0.4

0.6

0.6

0.8

Total Receivables, Net

174.3

127.1

105.8

87.9

113.7

    Inventories - Finished Goods

20.2

31.6

26.3

24.4

16.5

    Inventories - Work In Progress

28.4

41.7

33.3

37.5

26.9

    Inventories - Raw Materials

21.4

27.4

24.3

21.1

18.5

Total Inventory

70.0

100.7

84.0

83.0

61.9

Prepaid Expenses

0.5

0.2

2.7

2.1

1.7

    Deferred Income Tax - Current Asset

6.5

7.5

6.6

6.9

6.5

    Other Current Assets

1.0

1.0

1.3

0.7

0.8

Other Current Assets, Total

7.5

8.5

7.9

7.6

7.3

Total Current Assets

271.1

266.1

227.4

211.7

205.6

 

 

 

 

 

 

        Buildings

79.5

77.5

66.8

48.3

43.0

        Land/Improvements

3.7

3.6

3.2

3.0

2.7

        Machinery/Equipment

81.1

77.4

63.7

58.6

52.3

        Construction in Progress

6.3

0.6

3.0

4.1

1.2

        Other Property/Plant/Equipment

34.4

29.9

25.3

22.6

19.8

    Property/Plant/Equipment - Gross

204.9

189.0

162.0

136.5

119.0

    Accumulated Depreciation

-143.3

-131.4

-108.8

-97.9

-83.8

Property/Plant/Equipment - Net

61.5

57.6

53.2

38.7

35.2

Intangibles, Net

4.4

4.8

2.9

2.6

1.6

    LT Investment - Affiliate Companies

11.2

8.2

-

-

-

    LT Investments - Other

101.9

91.6

70.0

66.5

73.5

Long Term Investments

113.1

99.8

70.0

66.5

73.5

    Deferred Income Tax - Long Term Asset

12.2

16.0

10.4

10.0

-

    Other Long Term Assets

19.9

9.9

13.8

14.1

19.2

Other Long Term Assets, Total

32.1

25.9

24.2

24.0

19.2

Total Assets

482.2

454.1

377.7

343.4

335.1

 

 

 

 

 

 

Accounts Payable

57.5

70.0

56.1

55.7

60.5

Accrued Expenses

51.0

61.0

44.2

39.4

45.3

Notes Payable/Short Term Debt

80.7

54.4

41.1

38.7

28.4

Current Portion - Long Term Debt/Capital Leases

2.0

2.5

9.7

7.0

15.1

    Customer Advances

2.3

8.3

10.4

5.5

3.2

    Security Deposits

2.7

2.6

2.4

2.7

2.0

    Income Taxes Payable

6.0

5.7

2.5

2.5

2.3

    Other Current Liabilities

9.4

6.3

8.6

7.6

6.1

Other Current liabilities, Total

20.4

22.9

23.9

18.3

13.7

Total Current Liabilities

211.7

210.7

175.0

159.1

162.9

 

 

 

 

 

 

    Long Term Debt

36.1

23.6

28.1

21.0

8.7

Total Long Term Debt

36.1

23.6

28.1

21.0

8.7

Total Debt

118.8

80.4

78.8

66.6

52.1

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

-

-

-

-

0.0

Deferred Income Tax

-

-

-

-

0.0

    Reserves

0.5

0.5

0.0

-

-

    Pension Benefits - Underfunded

39.7

39.5

34.5

31.2

29.0

    Other Long Term Liabilities

3.7

4.2

1.9

1.5

4.4

Other Liabilities, Total

43.9

44.2

36.4

32.8

33.4

Total Liabilities

291.7

278.5

239.5

212.8

205.0

 

 

 

 

 

 

    Common Stock

63.3

61.5

49.2

47.0

42.5

Common Stock

63.3

61.5

49.2

47.0

42.5

Additional Paid-In Capital

40.2

39.1

29.2

27.9

25.2

Retained Earnings (Accumulated Deficit)

85.1

76.6

64.9

59.3

56.0

Treasury Stock - Common

-2.1

-2.0

-9.9

-8.6

-6.5

Unrealized Gain (Loss)

5.3

1.5

5.2

5.3

12.9

    Translation Adjustment

-1.3

-1.2

-0.4

-0.3

0.0

    Other Equity

0.0

-

-

-

-

Other Equity, Total

-1.3

-1.2

-0.4

-0.3

0.0

Total Equity

190.5

175.6

138.3

130.6

130.1

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

482.2

454.1

377.7

343.4

335.1

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

48.2

48.2

44.0

44.1

44.5

Total Common Shares Outstanding

48.2

48.2

44.0

44.1

44.5

Treasury Shares - Common Stock Primary Issue

0.5

0.5

2.5

2.4

2.1

Employees

1,175

1,177

1,073

1,047

1,087

Number of Common Shareholders

6,556

6,842

5,751

4,604

6,631

Deferred Revenue - Current

2.3

8.3

10.4

5.5

3.2

Total Long Term Debt, Supplemental

53.2

35.1

37.7

27.9

23.7

Long Term Debt Maturing within 1 Year

17.2

11.6

9.7

7.0

15.1

Long Term Debt Maturing in Year 2

15.6

10.1

9.7

6.2

3.0

Long Term Debt Maturing in Year 3

11.0

8.6

8.3

6.2

2.3

Long Term Debt Maturing in Year 4

7.5

4.1

7.0

4.9

2.3

Long Term Debt Maturing in Year 5

1.9

0.7

3.0

3.7

1.1

Long Term Debt Maturing in 2-3 Years

26.7

18.7

18.0

12.4

5.3

Long Term Debt Maturing in 4-5 Years

9.4

4.9

10.1

8.6

3.4

Long Term Debt Matur. in Year 6 & Beyond

0.0

0.0

0.0

0.0

0.0

Pension Obligation - Domestic

53.2

56.8

48.7

48.3

47.2

Plan Assets - Domestic

-

-

-

0.0

0.1

Funded Status - Domestic

-53.2

-56.8

-48.7

-48.3

-47.1

Total Funded Status

-53.2

-56.8

-48.7

-48.3

-47.1

Discount Rate - Domestic

1.50%

1.50%

2.30%

2.30%

2.30%

Accrued Liabilities - Domestic

-39.7

-39.5

-32.8

-29.7

-27.3

Other Assets, Net - Domestic

13.4

17.3

15.9

18.5

19.8

Net Assets Recognized on Balance Sheet

-26.3

-22.2

-16.8

-11.2

-7.6

Total Plan Obligations

53.2

56.8

48.7

48.3

47.2

Total Plan Assets

-

-

-

0.0

0.1

 




 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.698065

83.931161

92.075644

99.54541

111.586981

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

Net Income/Starting Line

22.3

15.3

10.7

8.3

10.3

    Depreciation

14.5

13.9

10.3

9.6

6.5

Depreciation/Depletion

14.5

13.9

10.3

9.6

6.5

    Unusual Items

0.3

1.2

0.1

2.8

-0.6

    Other Non-Cash Items

-1.0

0.2

1.8

2.7

5.0

Non-Cash Items

-0.7

1.4

1.9

5.5

4.4

    Accounts Receivable

-43.2

-8.9

-13.4

35.8

-19.1

    Inventories

33.6

-6.3

3.0

-14.0

7.1

    Accounts Payable

-14.4

7.5

-2.2

-10.7

-3.0

    Accrued Expenses

-12.6

10.3

0.0

-0.5

-0.5

    Payable/Accrued

0.0

-0.2

-2.7

-3.5

-3.5

    Other Liabilities

-6.3

-3.2

4.6

1.9

-

    Other Operating Cash Flow

-10.2

0.0

-5.0

-13.8

-2.3

Changes in Working Capital

-53.0

-0.8

-15.6

-4.8

-21.3

Cash from Operating Activities

-16.9

29.7

7.3

18.6

-0.1

 

 

 

 

 

 

    Purchase of Fixed Assets

-11.7

-13.8

-18.4

-10.1

-7.1

Capital Expenditures

-11.7

-13.8

-18.4

-10.1

-7.1

    Sale of Fixed Assets

-

0.0

0.0

0.0

0.1

    Sale/Maturity of Investment

-

-

-

0.0

1.5

    Purchase of Investments

-11.7

-23.1

-0.1

-4.0

-0.1

    Other Investing Cash Flow

-4.0

-3.0

0.7

-1.5

0.0

Other Investing Cash Flow Items, Total

-15.6

-26.1

0.6

-5.5

1.5

Cash from Investing Activities

-27.3

-39.9

-17.9

-15.6

-5.6

 

 

 

 

 

 

    Other Financing Cash Flow

0.0

-

-

-

-

Financing Cash Flow Items

0.0

-

-

-

-

    Cash Dividends Paid - Common

-3.6

-3.2

-2.9

-2.7

-2.4

Total Cash Dividends Paid

-3.6

-3.2

-2.9

-2.7

-2.4

        Sale/Issuance of Common

0.0

20.8

0.0

-

-

        Repurchase/Retirement of Common

0.0

0.0

-0.9

-1.3

-2.8

    Common Stock, Net

0.0

20.8

-0.9

-1.3

-2.8

Issuance (Retirement) of Stock, Net

0.0

20.8

-0.9

-1.3

-2.8

    Short Term Debt, Net

19.1

-0.7

0.5

7.0

0.0

        Long Term Debt Issued

29.2

3.6

15.7

17.5

10.7

        Long Term Debt Reduction

-12.1

-10.5

-7.4

-16.0

-5.0

    Long Term Debt, Net

17.2

-6.9

8.4

1.5

5.7

Issuance (Retirement) of Debt, Net

36.2

-7.6

8.9

8.5

5.7

Cash from Financing Activities

32.6

10.0

5.1

4.5

0.5

 

 

 

 

 

 

Foreign Exchange Effects

-0.1

-0.4

-0.1

0.0

0.0

Net Change in Cash

-11.7

-0.6

-5.6

7.4

-5.2

 

 

 

 

 

 

Net Cash - Beginning Balance

30.6

29.3

32.2

22.4

25.2

Net Cash - Ending Balance

18.9

28.7

26.7

29.8

20.0

Cash Interest Paid

2.1

1.6

1.4

1.4

1.2

Cash Taxes Paid

9.2

5.5

5.5

5.1

4.9

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

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

 

 

 

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.698065

83.931161

92.075644

99.54541

111.586981

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Net Sales

490.1

451.5

384.8

333.8

341.7

Total Revenue

490.1

451.5

384.8

333.8

341.7

 

 

 

 

 

 

    Cost of Sales

377.8

348.3

304.4

255.3

271.6

    Other Selling/General/Admin. Expense

48.6

-

-

-

-

    Payrolls

22.7

21.5

18.5

15.6

14.1

    Provision for officers bonuses

0.6

0.5

0.2

0.2

0.1

    Provision for bonuses

4.5

4.3

3.6

4.9

4.3

    Periodic retirement benefit costs

4.1

3.9

3.6

3.2

2.9

    Reserve for officers retirement

-

-

0.5

0.5

0.4

    R & D expenses

10.1

10.9

7.8

8.3

7.2

    Other general expenses

-

44.1

35.7

31.8

28.6

    SP Adj G on estimated original costs

-

-

-

-

0.0

    SP Rev.Allow.Doubt.Acct

0.0

-0.1

-0.2

0.0

0.0

    SP Pension plan change expenses

-

-

-

-

0.0

    SP Reserve for officers retirement

-

-

-

0.0

1.1

    SP Dir. Retir. Bonus

-

-

-

-

0.0

    SP Surcharge

-

-

0.0

1.2

0.0

    SP L on val. of inv't in related company

-

-

0.0

0.4

0.0

    SP Environmental expenses

0.0

1.6

0.0

-

-

    SP Loss Val. Inv. Sec.

0.3

1.2

0.1

2.8

0.3

    SP L on adju. for chan. of acct. assets

0.0

0.5

0.0

-

-

    SP L on Disaster

0.1

0.3

0.0

-

-

    SP Loss Val. Golf Memb.

0.0

0.1

0.0

-

0.0

    NOP L-Retir. Inventories

-

-

-

0.0

0.2

    NOP Loss Retirement Fixed Asset

0.1

0.1

0.2

0.2

0.4

    NOP L- Val. Inventories

-

-

-

0.0

0.3

Total Operating Expense

468.9

437.2

374.4

324.5

331.5

 

 

 

 

 

 

    NOP Interest Income

0.0

0.0

0.0

0.0

0.0

    NOP Divid. Income

1.5

1.4

1.1

1.0

0.9

    Other Non-Operating Income (Expense)

0.0

-

-

-

-

    NOP Subsidy income

-

0.0

0.4

0.0

-

    NOP Inv.Income-Equity

1.4

1.3

0.0

-

-

    NOP Insurance Income

0.6

1.1

0.0

0.0

0.1

    NOP Technical support fee

0.0

1.1

0.0

-

-

    NOP Exchange Gain

-

-

-

-

0.0

    NOP Other Non-Op. Income

0.7

0.4

0.9

0.6

0.5

    NOP Interest Expense

-2.1

-1.6

-1.5

-1.4

-1.2

    NOP Exchange Loss

-0.3

-2.4

-0.3

-0.9

-0.9

    Other

-0.6

-0.4

-0.2

-0.4

-0.3

    SP Gain Sale Fix.Asset

-

-

-

-

0.0

    SP Gain Sale Invest.Sec

-

-

-

0.0

0.9

    Gain Sale Golf Membership

-

-

-

0.0

0.1

    SP L on sale of fixed assets.

-

-

-

-

0.0

Net Income Before Taxes

22.3

15.3

10.7

8.3

10.3

 

 

 

 

 

 

Total income taxes

12.4

7.2

5.1

7.2

5.5

Net Income After Taxes

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Net Income Before Extra. Items

10.0

8.1

5.6

1.0

4.8

Net Income

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

    Rounding adjustment Income Statement

0.0

-

-

-

-

    Adjustment

-

0.0

0.0

0.0

0.0

Income Available to Com Excl ExtraOrd

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

10.0

8.1

5.6

1.0

4.8

 

 

 

 

 

 

Basic Weighted Average Shares

48.2

45.6

44.1

44.4

45.0

Basic EPS Excluding ExtraOrdinary Items

0.21

0.18

0.13

0.02

0.11

Basic EPS Including ExtraOrdinary Items

0.21

0.18

0.13

0.02

0.11

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

10.0

8.1

5.6

1.0

4.8

Diluted Weighted Average Shares

48.2

45.6

44.1

44.4

45.0

Diluted EPS Excluding ExtraOrd Items

0.21

0.18

0.13

0.02

0.11

Diluted EPS Including ExtraOrd Items

0.21

0.18

0.13

0.02

0.11

DPS-Common Stock

0.08

0.07

0.07

0.06

0.05

Gross Dividends - Common Stock

3.7

3.4

2.9

2.7

2.4

Normalized Income Before Taxes

22.8

18.9

10.9

13.0

11.0

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

12.6

8.9

5.2

8.9

5.9

Normalized Income After Taxes

10.2

10.0

5.7

4.1

5.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

10.2

10.0

5.7

4.1

5.1

 

 

 

 

 

 

Basic Normalized EPS

0.21

0.22

0.13

0.09

0.11

Diluted Normalized EPS

0.21

0.22

0.13

0.09

0.11

Interest Expense

2.1

1.6

1.5

1.4

1.2

Dep. of Tangible Assets-Current Portion

14.5

-

-

-

-

Depreciation

-

13.9

10.3

9.6

6.5

R&D Expense

10.1

10.9

7.8

8.3

7.2

    Income taxes-current

9.3

-

-

-

-

Current Tax - Total

9.3

-

-

-

-

    Income taxes-deferred

3.3

-

-

-

-

Deferred Tax - Total

3.3

-

-

-

-

    Income taxes for prior periods

-0.2

-

-

-

-

Income Tax - Total

12.4

-

-

-

-

Reported Operating Profit

21.6

17.9

10.6

14.0

12.5

Reported Ordinary Profit

22.7

18.8

10.7

12.7

10.7

Retirement Benefit Expenses Other

1.3

-

-

-

-

Service cost

2.7

2.6

2.2

2.1

1.9

Interest cost

0.9

1.2

1.1

1.1

1.0

Pension exp. Due to acct. changes

3.4

3.2

3.0

2.7

2.4

Actuarial gains and losses

0.9

1.0

0.9

0.8

0.7

Prior service cost

-0.1

-0.1

-0.1

-0.1

-0.1

Domestic Pension Plan Expense

9.1

7.8

7.1

6.6

5.9

Defined contribution expenses

-

1.1

1.0

0.8

0.8

Total Pension Expense

9.1

9.0

8.1

7.4

6.7

Discount Rate(MIN)-Retirement Cost(Domes

1.50%

-

-

-

-

Discount rate

-

1.50%

2.30%

2.30%

2.30%

 




 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

78.981276

81.24

91.035

95.455

105.565

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

    Cash & Deposit

18.9

29.7

27.0

31.1

21.1

    Notes and accounts receivable-trade

173.8

127.2

105.7

87.9

113.4

    Inventories - merchandise/finished goods

20.2

31.6

26.3

24.4

16.5

    Inventories - work-in-process

28.4

41.7

33.3

37.5

26.9

    Inventories - raw materials/supplies

21.4

27.4

24.3

21.1

18.5

    Advance payments-trade

0.5

0.2

2.7

2.1

1.7

    Accounts receivable-other

0.8

0.4

0.6

0.6

0.8

    Deferred Tax

6.5

7.5

6.6

6.9

6.5

    Rounding adjustment Assets

0.0

-

-

-

-

    Other Curr.Asset

0.9

1.0

1.3

0.7

0.8

    Allow.Doubt.Acct

-0.4

-0.5

-0.5

-0.5

-0.5

Total current assets

271.1

266.1

227.4

211.7

205.6

 

 

 

 

 

 

    Bldg.&Structures

79.5

77.5

66.8

48.3

43.0

    Accum Dep & Impairment Loss of Buildings

-49.4

-

-

-

-

    Acc. Depre&Impair-Machine,Equip&Vehicle

-65.5

-

-

-

-

    Accumulated depreciation-other

-28.4

-

-

-

-

    Depreciation of Bldg.&Structures

-

-45.7

-38.4

-35.1

-30.6

    Machinery, equipment and vehicles

81.1

77.4

63.7

58.6

52.3

    Depreciation of Mach.&Vehicles

-

-60.7

-49.6

-44.2

-37.8

    Land

3.7

3.6

3.2

3.0

2.7

    Contr.-in-Prog.

6.3

0.6

3.0

4.1

1.2

    Other

34.4

-

-

-

-

    Other PP&E

-

29.9

25.3

22.6

19.8

    Depreciation of Other PP&E

-

-25.0

-20.8

-18.5

-15.5

    Other

0.8

-

-

-

-

    Other Total Intangible Assets, Net

0.0

-

-

-

-

    Software

3.5

2.6

2.2

2.2

1.2

    Other Intangibles

-

2.2

0.7

0.4

0.3

    Other LT investment- held for sale

101.9

-

-

-

-

    Inv. Securities

-

91.6

70.0

66.5

73.5

    Invt Secs Noncons, Asc, Affd Cos

1.6

-

-

-

-

    Invts in Capital Noncons, Ascd, Affd Cos

9.6

-

-

-

-

    LT Investment - Affiliate Companies

-

2.2

-

-

-

    Deferred tax assets

12.2

16.0

10.4

10.0

-

    Other Other Long Term Assets

0.0

-

-

-

-

    Other

20.1

-

-

-

-

    Other Assets

-

10.1

14.0

14.7

19.5

    LT Investment - Capital

-

6.0

-

-

-

    Allow.Doubt.Acct

-0.2

-0.2

-0.2

-0.6

-0.3

    Property/Plant/Equipment, Total - Net

0.0

-

-

-

-

Total Assets

482.2

454.1

377.7

343.4

335.1

 

 

 

 

 

 

    Notes and accounts payable-trade

57.5

70.0

56.1

55.7

60.5

    Short-term loans payable

80.7

54.4

41.1

38.7

28.4

    LT borrowings (current)

-

-

7.5

4.9

13.8

    Curr. Corp.Bond

2.0

2.5

2.2

2.1

1.2

    Corp. Tax Pybles

6.0

5.7

2.5

2.5

2.3

    Sales Tax Pybl.

2.3

1.4

0.8

1.7

2.3

    Accrued Expense

36.8

47.5

33.9

28.8

34.5

    Advance Payment

2.3

8.3

10.4

5.5

3.2

    Deposits received

2.7

2.6

2.4

2.7

2.0

    Provision for directors'' bonuses

0.6

0.5

0.2

0.2

0.1

    Allow. Bonus

11.3

11.5

9.2

8.8

8.4

    Rounding adjustment Liability

0.1

-

-

-

-

    Reserve for L on orders received

2.5

1.8

3.7

3.4

1.2

    Provision for environmental measures

0.0

1.1

0.0

-

-

    Other Curr. Liab

6.8

3.4

4.9

4.1

4.9

Total Current Liabilities

211.7

210.7

175.0

159.1

162.9

 

 

 

 

 

 

    Corp.Bond

1.5

3.4

5.3

7.1

2.7

    Long-term loans payable

34.6

20.1

22.8

13.8

6.0

Total Long Term Debt

36.1

23.6

28.1

21.0

8.7

 

 

 

 

 

 

    Other Long Term Liabilities

0.0

-

-

-

-

    Defined contr. plan trans. acc.payable

-

-

-

0.0

3.0

    Long-term accounts payable-other

3.2

3.7

1.9

1.5

1.4

    Res.Accrd.Retir.

39.7

39.5

32.8

29.7

27.3

    Allow.Dir.Retir.

-

0.0

1.8

1.5

1.7

    Provision for environmental measures

0.5

0.5

0.0

-

-

    Deferred Tax

-

-

-

-

0.0

    Other LT Liab.

0.4

0.4

0.0

-

-

Total Liabilities

291.7

278.5

239.5

212.8

205.0

 

 

 

 

 

 

    Rounding adjustment Equity

0.0

-

-

-

-

    Common Stock

63.3

61.5

49.2

47.0

42.5

    Total capital surpluses

40.2

39.1

29.2

27.9

25.2

    Total retained earnings

85.1

76.6

64.9

59.3

56.0

    Treasury Stock

-2.1

-2.0

-9.9

-8.6

-6.5

    Valuation difference on available-for-sa

5.3

1.5

5.2

5.3

12.9

    Deferred hedge gain/loss

-

-

-

0.0

0.0

    Cumulative translation adjustments

-1.3

-1.2

-0.4

-0.3

0.0

Total Equity

190.5

175.6

138.3

130.6

130.1

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

482.2

454.1

377.7

343.4

335.1

 

 

 

 

 

 

    S/O-Common Stock

48.2

48.2

44.0

44.1

44.5

Total Common Shares Outstanding

48.2

48.2

44.0

44.1

44.5

T/S-Common Stock

0.5

0.5

2.5

2.4

2.1

Deferred Revenue - Current

2.3

8.3

10.4

5.5

3.2

Full-Time Employees

1,175

1,177

1,073

1,047

1,087

Total Number of Shareholders

6,556

-

-

-

-

Number of Common Shareholders

-

6,842

5,751

4,604

6,631

Within One Year

2.0

-

-

-

-

Division And End Of Current Period Remai

15.1

-

-

-

-

LT Debt & Bond matured within 1 yr.

-

11.6

9.7

7.0

15.1

Over One Year And Within Two Years

1.5

-

-

-

-

Lns Pble Maturing over a Yr within 2 Yrs

14.1

-

-

-

-

LT Debt & Bond matured within 2 yr.

-

10.1

9.7

6.2

3.0

Lns Pble Maturg over 2 Yrs within 3 Yrs

11.0

-

-

-

-

LT Debt & Bond matured within 3 yr.

-

8.6

8.3

6.2

2.3

Lns Pble Maturg over 3 Yrs within 4 Yrs

7.5

-

-

-

-

LT Debt & Bond matured within 4 yr.

-

4.1

7.0

4.9

2.3

Lns Pble Maturg over 4 Yrs within 5 Yrs

1.9

-

-

-

-

LT Debt & Bond matured within 5 years

-

0.7

3.0

3.7

1.1

Total Long Term Debt, Supplemental

53.2

35.1

37.7

27.9

23.7

Pension obligation

53.2

56.8

48.7

48.3

47.2

Fair value of plan asset

-

-

-

0.0

0.1

Funded status

-53.2

-56.8

-48.7

-48.3

-47.1

Total Funded Status

-53.2

-56.8

-48.7

-48.3

-47.1

Discount rate

1.50%

1.50%

2.30%

2.30%

2.30%

Expense unrecog. for acc. Changes

10.2

13.3

14.8

16.9

17.9

Unrecognized actuarial gains and losses

4.0

4.9

2.0

2.5

2.8

Unrecognized prior service cost

-0.7

-0.9

-0.9

-0.9

-0.9

Provision for pension

-39.7

-39.5

-32.8

-29.7

-27.3

Net Assets Recognized on Balance Sheet

-26.3

-22.2

-16.8

-11.2

-7.6

 




 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-May-2012

Updated Normal
31-May-2011

Updated Normal
31-May-2010

Updated Normal
31-May-2009

Updated Normal
31-May-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.698065

83.931161

92.075644

99.54541

111.586981

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified with Explanation

 

 

 

 

 

 

Net Income bf. Tax

22.3

15.3

10.7

8.3

10.3

    Depreciation

14.5

13.9

10.3

9.6

6.5

    Increase (decrease) in allowance for dou

-0.2

0.0

-0.6

0.4

0.2

    Increase (decrease) in provision for bon

-0.5

1.1

0.0

-0.5

-0.5

    Increase (decrease) in provision for ret

-0.9

2.7

1.6

-0.5

1.8

    Increase (decrease) in provision for dir

0.0

-1.9

0.2

-0.4

1.5

    Int.&Div.Income

-1.5

-1.4

-1.1

-1.0

-0.9

    Interest Expense

2.1

1.6

1.5

1.4

1.2

    Gain Sale Inv.Sec.

-

-

-

0.0

-0.9

    Loss (gain) on valuation of investment s

0.3

1.2

0.1

2.8

0.3

    Gain Sale PP&E

-

-

-

-

0.0

    Loss Sale PP&E

-

-

-

-

0.0

    Decrease (increase) in notes and account

-43.2

-8.9

-13.4

35.8

-19.1

    Decrease (increase) in inventories

33.6

-6.3

3.0

-14.0

7.1

    Increase (decrease) in notes and account

-14.4

7.5

-2.2

-10.7

-3.0

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Increase (decrease) in accured liabiliti

0.0

-0.2

-2.7

-3.5

-3.5

    Increase (decrease) in provision for los

0.6

-2.3

0.1

2.0

1.1

    Increase (decrease) in advances received

-6.3

-3.2

4.6

1.9

-

    Increase (decrease) in accrued expenses

-12.1

9.2

0.0

-

-

    Increase (decrease) in provision for env

-1.1

1.6

0.0

-

-

    Other, net

-0.6

5.7

0.9

-8.3

2.8

    Int.&Div. Received

1.7

1.4

1.1

1.0

0.9

    Interest Paid

-2.1

-1.6

-1.4

-1.4

-1.2

    Income taxes (paid) refund

-9.2

-5.5

-5.5

-5.1

-4.6

    Prior Year Tax Paid

-

-

-

0.0

-0.3

    Cash to change in consol. scope

-

-

-

0.8

0.0

    Adjustment

-

-

-

0.0

-

Cash from Operating Activities

-16.9

29.7

7.3

18.6

-0.1

 

 

 

 

 

 

    Purch. of Inv. Secs.

-11.7

-23.1

-0.1

-4.0

-0.1

    Sale Inv. Securities

-

-

-

0.0

1.5

    Purchase of property, plant and equipmen

-11.7

-13.8

-18.4

-10.1

-7.1

    Sale PP&E

-

0.0

0.0

0.0

0.1

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Other Expense

-0.9

-1.7

-0.7

-0.2

-0.5

    Other Income

0.4

1.0

2.3

0.1

1.2

    Other, net

-3.4

-2.3

-0.9

-1.4

-0.6

Cash from Investing Activities

-27.3

-39.9

-17.9

-15.6

-5.6

 

 

 

 

 

 

    Net increase (decrease) in short-term lo

19.1

-0.7

0.5

7.0

0.0

    Proceeds from long-term loans payable

29.2

3.6

15.7

11.6

7.2

    Repayment of long-term loans payable

-9.5

-8.1

-5.2

-14.7

-3.4

    Bond Issued

-

-

0.0

5.9

3.5

    Bond Redeemed

-2.5

-2.4

-2.2

-1.3

-1.6

    Proceeds from issuance of common stock

0.0

12.3

0.0

-

-

    Proceeds from disposal of treasury stock

-

8.5

0.0

-

-

    Purch. Treas. Stock

0.0

0.0

-0.9

-1.3

-2.8

    Dividend Paid

-3.6

-3.2

-2.9

-2.7

-2.4

    Rounding adjustment Cash flow

0.0

-

-

-

-

Cash from Financing Activities

32.6

10.0

5.1

4.5

0.5

 

 

 

 

 

 

Foreign Exchange Effects

-0.1

-0.4

-0.1

0.0

0.0

Net increase (decrease) in cash and cash

-11.7

-0.6

-5.6

7.4

-5.2

 

 

 

 

 

 

Net Cash - Beginning Balance

30.6

29.3

32.2

22.4

25.2

Net Cash - Ending Balance

18.9

28.7

26.7

29.8

20.0

    Cash Interest Paid

2.1

1.6

1.4

1.4

1.2

    Income taxes (paid) refund

9.2

5.5

5.5

5.1

4.9

 

 

Financial Health

 

Financials in: USD (mil)

 

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

 

 

Key Indicators USD (mil)

 

Quarter
Ending
28-Feb-2013

Quarter
Ending
Yr Ago

Annual
Year End
31-May-2012

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

79.3

-14.03%

490.1

1.78%

5.10%

1.07%

Research & Development1 (?)

-

-

10.1

-13.12%

-1.19%

-0.36%

Operating Income1 (?)

-0.1

-

21.2

39.36%

21.68%

-

Income Available to Common Excl Extraord Items1 (?)

0.9

-

10.0

15.73%

96.77%

-

Basic EPS Excl Extraord Items1 (?)

0.02

-

0.21

9.55%

91.37%

-

Capital Expenditures2 (?)

-

-

11.7

-20.66%

-3.13%

-4.63%

Cash from Operating Activities2 (?)

-

-

-16.9

-

-

-

Free Cash Flow (?)

-

-

-28.4

-

-

-

Total Assets3 (?)

454.4

5.32%

482.2

3.23%

5.13%

1.27%

Total Liabilities3 (?)

274.8

2.11%

291.7

1.83%

4.28%

1.86%

Total Long Term Debt3 (?)

21.5

2.97%

36.1

48.77%

12.52%

14.86%

Employees3 (?)

-

-

1175

-0.17%

3.92%

1.68%

Total Common Shares Outstanding3 (?)

48.2

-0.01%

48.2

-0.01%

2.99%

1.20%

1-ExchangeRate: JPY to USD Average for Period

88.085268

 

78.698065

 

 

 

2-ExchangeRate: JPY to USD Average for Period

 

 

78.698065

 

 

 

3-ExchangeRate: JPY to USD Period End Date

91.895035

 

78.981276

 

 

 

Key Ratios

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Profitability

Gross Margin (?)

22.90%

22.86%

20.90%

23.52%

20.40%

Operating Margin (?)

4.32%

3.16%

2.71%

2.79%

2.99%

Pretax Margin (?)

4.56%

3.38%

2.79%

2.47%

3.02%

Net Profit Margin (?)

2.04%

1.79%

1.45%

0.31%

1.40%

Financial Strength

Current Ratio (?)

1.28

1.26

1.30

1.33

1.26

Long Term Debt/Equity (?)

0.19

0.13

0.20

0.16

0.07

Total Debt/Equity (?)

0.62

0.46

0.57

0.51

0.40

Management Effectiveness

Return on Assets (?)

2.10%

1.90%

1.53%

0.30%

1.50%

Return on Equity (?)

5.36%

5.05%

4.09%

0.79%

3.74%

Efficiency

Receivables Turnover (?)

3.20

3.80

3.93

3.26

3.48

Inventory Turnover (?)

4.34

3.69

3.60

3.52

4.38

Asset Turnover (?)

1.03

1.06

1.06

0.98

1.07

Market Valuation USD (mil)

P/E (TTM) (?)

51.93

.

Enterprise Value2 (?)

257.9

Price/Sales (TTM) (?)

0.38

.

Enterprise Value/Revenue (TTM) (?)

0.74

Price/Book (MRQ) (?)

0.74

.

Enterprise Value/EBITDA (TTM) (?)

30.39

Market Cap as of 07-Jun-20131 (?)

127.0

.

 

 

1-ExchangeRate: JPY to USD on 7-Jun-2013

96.557691

 

 

 

2-ExchangeRate: JPY to USD on 28-Feb-2013

91.895035

 

 

 

 

 

Annual Ratios

 

Financials in: USD (mil)

 

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

 

 

 



 

 

31-May-2012

31-May-2011

31-May-2010

31-May-2009

31-May-2008

Financial Strength

Current Ratio (?)

1.28

1.26

1.30

1.33

1.26

Quick/Acid Test Ratio (?)

0.91

0.74

0.76

0.75

0.83

Working Capital1 (?)

59.4

55.4

52.4

52.6

42.7

Long Term Debt/Equity (?)

0.19

0.13

0.20

0.16

0.07

Total Debt/Equity (?)

0.62

0.46

0.57

0.51

0.40

Long Term Debt/Total Capital (?)

0.12

0.09

0.13

0.11

0.05

Total Debt/Total Capital (?)

0.38

0.31

0.36

0.34

0.29

Payout Ratio (?)

36.86%

40.37%

51.58%

258.31%

50.69%

Effective Tax Rate (?)

55.29%

47.05%

48.04%

87.45%

53.65%

Total Capital1 (?)

309.4

256.1

217.1

197.2

182.2

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

1.03

1.06

1.06

0.98

1.07

Inventory Turnover (?)

4.34

3.69

3.60

3.52

4.38

Days In Inventory (?)

84.14

98.82

101.41

103.81

83.27

Receivables Turnover (?)

3.20

3.80

3.93

3.26

3.48

Days Receivables Outstanding (?)

113.98

96.08

92.81

112.02

104.92

Revenue/Employee2 (?)

415,612

396,298

362,711

332,464

332,291

Operating Income/Employee2 (?)

17,974

12,517

9,831

9,264

9,942

EBITDA/Employee2 (?)

30,312

24,746

19,554

18,848

16,305

 

 

 

 

 

 

Profitability

Gross Margin (?)

22.90%

22.86%

20.90%

23.52%

20.40%

Operating Margin (?)

4.32%

3.16%

2.71%

2.79%

2.99%

EBITDA Margin (?)

7.29%

6.24%

5.39%

5.67%

4.91%

EBIT Margin (?)

4.32%

3.16%

2.71%

2.79%

2.99%

Pretax Margin (?)

4.56%

3.38%

2.79%

2.47%

3.02%

Net Profit Margin (?)

2.04%

1.79%

1.45%

0.31%

1.40%

R&D Expense/Revenue (?)

2.07%

2.42%

2.03%

2.49%

2.12%

COGS/Revenue (?)

77.10%

77.14%

79.10%

76.48%

79.60%

SG&A Expense/Revenue (?)

16.43%

16.47%

16.11%

16.83%

15.09%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

2.10%

1.90%

1.53%

0.30%

1.50%

Return on Equity (?)

5.36%

5.05%

4.09%

0.79%

3.74%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

-0.59

0.34

-0.26

0.20

-0.17

Operating Cash Flow/Share 2 (?)

-0.35

0.64

0.17

0.44

0.00

1-ExchangeRate: JPY to USD Period End Date

78.981276

81.24

91.035

95.455

105.565

2-ExchangeRate: JPY to USD Average for Period

78.981276

81.24

91.035

95.455

105.565

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

52.43

Market Cap/Equity (MRQ) (?)

0.74

Market Cap/Revenue (TTM) (?)

0.38

Market Cap/EBIT (TTM) (?)

23.28

Market Cap/EBITDA (TTM) (?)

15.73

Enterprise Value/Earnings (TTM) (?)

101.30

Enterprise Value/Equity (MRQ) (?)

1.44

Enterprise Value/Revenue (TTM) (?)

0.74

Enterprise Value/EBIT (TTM) (?)

44.97

Enterprise Value/EBITDA (TTM) (?)

30.39

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.59.35

UK Pound

1

Rs.92.11

Euro

1

Rs.78.59

 

 

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.