MIRA INFORM REPORT

 

 

Report Date :

22.03.2013

 

IDENTIFICATION DETAILS

 

Name :

ORBOGRAPH LTD.

 

 

Registered Office :

P.O. Box 215, Yavne (8110101), Hasanhedrin Ave., Northern Industrial Zone, Yavne 8121501 

 

 

Country :

Israel

 

 

Financials (as on) : 

31.12.2012

 

 

Date of Incorporation :

02.10.1995

 

 

Legal Form :

Private Limited Company

 

 

Line of Business :

Developers, marketers, and exporters of recognition software comprising automatic check reading (handwriting and printed) and check fraud detection products, designed for banks and other financial institutions (through system integrators and solutions providers)

 

 

No. of Employees :

25

 

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 :

Regular 

 

 

Litigation :

Clear 

 

NOTES:

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

 

ECGC Country Risk Classification List – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2012)

Current Rating

(30.06.2012)

Israel

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

israel - ECONOMIC OVERVIEW

 

Israel has a technologically advanced market economy. It depends on imports of crude oil, grains, raw materials, and military equipment. Cut diamonds, high-technology equipment, and agricultural products (fruits and vegetables) are the leading exports. Israel usually posts sizable trade deficits, which are covered by tourism and other service exports, as well as significant foreign investment inflows. The global financial crisis of 2008-09 spurred a brief recession in Israel, but the country entered the crisis with solid fundamentals - following years of prudent fiscal policy and a resilient banking sector. The economy has recovered better than most advanced, comparably sized economies. In 2010, Israel formally acceded to the OECD. Natural gasfields discovered off Israel's coast during the past two years have brightened Israel's energy security outlook. The Leviathan field was one of the world's largest offshore natural gas finds this past decade. In mid-2011, public protests arose around income inequality and rising housing and commodity prices. The government formed committees to address some of the grievances but has maintained that it will not engage in deficit spending to satisfy populist demands.

 

Source : CIA

 

 


Company name & address

 

ORBOGRAPH LTD.

Telephone      972 8 932 22 57; 942 35 33

Fax                972 8 932 88 57

P.O. Box 215, Yavne (8110101)

Hasanhedrin Ave.

Northern Industrial Zone

YAVNE          8121501       ISRAEL

 

 

HISTORY & LEGAL FORMATION

 

A private limited company, incorporated as per file No. 51-221158-2 on the 02.10.1995.

 

 

SHARE CAPITAL

 

Authorized share capital NIS 28,000.00, divided into -

              2,800,000 ordinary shares of NIS 0.01 each,

of which 1,958,004 shares amounting to NIS 19,580.04 were issued.

 

 

SHAREHOLDERS

 

1.    ORBOTECH LTD., 91.4%, a public limited company, whose shares are traded on the Nasdaq Stock Exchange (Symbol ORBK) (having no controlling shareholder, shares are held by several investment funds and the public,

2.    Eliyahu Lerner, 8.6%, holding shares on behalf of past and present employees.

 

 

DIRECTOR

 

1.    Dr. Shimon Ullman,

2.    Raanan (Rani) Cohen, General Manager of ORBOTECH LTD.,

3.    Arie Weisberg,

4.    Asher Levi,CFO of ORBOTECH LTD.,

5.    Amichai Steinberg.

 

 

GENERAL MANAGER

 

Avikam Baltsan

BUSINESS

 

Developers, marketers, and exporters of recognition software comprising automatic check reading (handwriting and printed) and check fraud detection products, designed for banks and other financial institutions (through system integrators and solutions providers). Also developers of proprietary technology for web-based, location-independent data entry for check and forms processing.

All sales are for export, mostly to North America.

 

Among international business partners: ExactData, Fidelity National FinANCE, Jack Henry & Ass., Metavante, NetDeposit, Open Solutions, RP Solutions, Symco, Software Earnings, VECTOR, WAUSAU.

Among local suppliers: HIGHVIEW, BINA, LIVE DNS, and more.

 

Operating from parent company ORBOTECH's rented headquarters of and primary research, development and manufacturing facilities, on an area of 27,000 sq. meters, in Hasanhedrin Ave., North Industrial Zone, Yavne (to where subject moved from 2 Haprat Street, Industrial Zone, Yavne). Also operating from offices premises in the USA.

 

Having 25 employees.

There are (currently) 1,642 employees in the ORBOTECH Group (of which 556 employees in Israel).

 

 

MEANS

 

ORBOTECH LTD current market value US$ 438.9million.

 

Subject is an “Approved Enterprise” and as such entitled for State support, grants and tax relief.

 

In December 2002 the Israeli Investment Centre (IIC) approved a US$ 500,000 investment plan for the expansion of subject’s plant.

 

There are no charges registered on the company's assets.

 

Financial data is included in the consolidated B/S of parent company ORBOTECH LTD., which shows:

 

                                                                                             US$ (thousands)

ASSETS                                                                       31.12.2012            31.12.2011

Current assets:

          Cash & cash equivalents                                             260,761                 151,237

          Financial assets                                                              5,252                 145,292

          Accounts receivable:

              Trade                                                                     164,498                 196.232

              Other                                                                       29,908                  26,163

          Other current assets                                                        7,862                    6,580

          Inventories                                                                    93,854                 105,109

                                                                                           562,135                 630,613

 

Investments & non-current assets                                            39,582                  23,271

Property, plant and equipment (net)                                         24,715                  26,664

Goodwill                                                                                12,444                  12,444

Other intangible assets (net)                                                    14,442                  54,491

                                                                                           653,318                 747,483

                                                                                         =======              =======

 

LIABILITIES

Current liabilities                                                                   160,870                 147,857

Long term liabilities

          Long-term bank loan                                                              -                  64,000

          Other long-term liabilities                                               44,935                  45,494

                                                                                             44,935                 109,494

Equity                                                                                  447,513                 490,132

                                                                                           653,318                 747,483

                                                                                         =======              =======

 

 

SALES

 

Subject's sales from recognition software products (apparently representing the vast majority of subject’s overall sales) were (data from ORBOTECH's financial statements - recognition software products segment):

 

2007 sales were US$ 16,700,000.

2008 sales were US$ 15,300,000.

2009 sales were US$ 14,100,000.

2010 sales were US$ 13,800,000.

2011 sales were US$ 12,700,000.

2012 sales were US$ 14,300,000.

 

 

                                                                                     ORBOTECH LTD.

                                                                         Consolidated statement of income

                                                                                        US$ (thousands)

                                                                                   for the year end in 31.12

                                                                              2010              2011                 2012

Sales                                                                      529,355          565,313            400,731

 

Gross profit                                                            216,454          229,128            151,253

 

Operating income (loss)                                             57,687            60,061            (40,816)

 

Income (loss)before taxes on income                         50,403            53,510            (49,916)

 

Net income (loss)                                                     34,289            47,017           (46,537)

                                                                          ========     ========        ========

 

The 2012 losses are attributed to a significant decrease in sales.

 

OTHER COMPANIES

 

ORBOTECH LTD., parent company, developers, manufacturers, marketers, and exporters of advanced automatic optical inspection (AOI) systems, principally for printed circuit boards (PCBs) and flat panel displays (FPDs).

Main subsidiaries (all fully owned, except when otherwise stated):

 

ORBOTECH INC., USA

PHOTON DYNAMICS INC., USA

ORBOTECH LT SOLAR LLC, 77.6%, USA

ORBOTECH S.A., Belgium,

LASER IMAGING SYSTEMS GMBH & CO. KG, Germany,

NEW SYSTEMS S.R.L, Italy,

ORBOTECH PACIFIC LTD.

ORBOTECH SINGAPORE CORPORATION PTE LTD.

ORBOTECH B.V.

ORBOTECH ASIA LTD.

ORBOTECH JAPAN LTD.

FRONTLINE P.C.B. SOLUTIONS LTD., 50%.

FRONTLINE P.C.B. SOLUTIONS LP.

 

 

BANKERS

 

Bank Leumi Le’Israel Ltd., Yavne Branch, (No. 939), Yavne.

 

 

CHARACTER AND REPUTATION

 

Nothing unfavorable learned on subject.

 

In June 2012 ORBOTECH reported that it received notification of charges filed by government officials in the Seoul Central District Court of the Republic of Korea related to the alleged acquisition and misuse of confidential customer information by subject’s Korean subsidiary and six local employees, who are accused of leaking Korean subsidiary's client information to their competitors.

 

ORBOTECH Group was facing the crisis in global economic markets that adversely affected the electronic markets in general and chips field in particular –therefore their the sales, as reflected in ORBOTECH Group's financial results of 2008/9. Subject went through a re-organization and streamlining measures to face the situation, including laying-off several hundred employees. Yet, since the 2nd half of 2009 a recovery trend in the global markets which positively affected subject: consumer demand for electronic devices, such as flat panel display television sets, mobile phones and personal computers, was even stronger than expected. As a result, subject experienced high demand for its PCB and FPD inspection and production solutions, and this demand translated into increased bookings for flat panel display equipment, mostly from large Korean manufacturers, as seen in the 2010/2011 financial results. Yet, as seen in the recent financial results, subject's performance has been adversely hit in 2012  due to the weakness in the company's target markets. Also, the affair in Korea negatively affected Group's Korean activities.

In October 2012 it was reported that ORBOTECH is intending to lay off 5% (some 100 employees) of its workforce.

 

Subject's officials refused to disclose financial data.

 

ORBOTECH, established in 1981, is a veteran manufacturer on the local hi-tech industry and world leader in the electronics industry in the field of optical inspection systems for printed circuit boards (PCBs) and flat panel displays (FPDs) for LCD screens.

 

In August 2007 ORBOTECH entered into the medical imaging field, announcing the acquisition of 3D - DANISH DIAGNOSTIC DEVELOPMENT A/S (DDD), Danish manufacturer of gamma cameras for nuclear medicine. It is part of subject's strategy for growth and diversification. Subject paid US$ 39 million, and further US$ 6.5 million based on milestones.

 

In June 2008 ORBOTECH made its largest acquisition deal ever, acquiring its competitor in the inspection systems for flat panel displays PHOTON DYNAMICS of the U.S.A. for US$ 290 million (acquisition concluded October 2008). The American company, whose shares were traded on Nasdaq, manufactures inspection systems for FPDs (ceased to be traded due to the acquisition), however due to the global crises ORBOTECH had to perform a US$ 87.8 million write-off on purchase.

 

 

SUMMARY

 

Notwithstanding the losses of parent company, considered good for trade engagements.

 

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.54.28

UK Pound

1

Rs.82.06

Euro

1

Rs.70.23

 

INFORMATION DETAILS

 

Report Prepared by :

MNL

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

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

 

Unlimited

71-85

Aa

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

 

Large

56-70

A

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

 

Fairly Large

41-55

Ba

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

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

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

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

----

NB

New Business

----

 

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

 

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

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

 

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

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