MIRA INFORM REPORT

 

 

Report Date :

29.03.2013

 

IDENTIFICATION DETAILS

 

Name :

ALUMINIUM BAHRAIN BSCC

 

 

Registered Office :

Building 150, Road 94 Block 951 King Hamad Highway P.O.Box :570 Askar  Manama

 

 

Country :

Bahrain

 

 

Financials (as on) :

31.12.2011

 

 

Year of Incorporation :

1971

 

 

Legal Form :

Public Subsidiary

 

 

Line of Business :

Manufacturing aluminum and aluminum related products.

 

 

No. of Employees :

2,777

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

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

Fairly Large

 

Status :

Good

Payment Behaviour :

Regular

Litigation :

Clear

 

 

NOTES :

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

 

ECGC Country Risk Classification List – June 30th, 2012

 

Country Name

Previous Rating

(31.03.2011)

Current Rating

(30.06.2012)

Bahrain

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

 

BAHRAIN - ECONOMIC OVERVIEW

 

Bahrain is one of the most diversified economies in the Persian Gulf. Highly developed communication and transport facilities make Bahrain home to numerous multinational firms with business in the Gulf. As part of its diversification plans, Bahrain implemented a Free Trade Agreement (FTA) with the US in August 2006, the first FTA between the US and a Gulf state. Bahrain's economy, however, continues to depend heavily on oil. Petroleum production and refining account for more than 60% of Bahrain's export receipts, 70% of government revenues, and 11% of GDP (exclusive of allied industries). Other major economic activities are production of aluminum - Bahrain's second biggest export after oil - finance, and construction. Bahrain competes with Malaysia as a worldwide center for Islamic banking and continues to seek new natural gas supplies as feedstock to support its expanding petrochemical and aluminum industries. In 2011, Bahrain experienced economic setbacks as a result of domestic unrest. Bahrain's reputation as a financial hub of the Gulf has been damaged, and the country now risks losing financial institutions to other regional centers such as Dubai or Doha. Economic policies aimed at restoring confidence in Bahrain's economy, such as the suspension of an expatriate labor tax, will make Bahrain's foremost long-term economic challenges - youth unemployment and the growth of government debt - more difficult to address.

Source : CIA


Top of Form

Company name and address Bottom of Form

Top of Form

 

Aluminium Bahrain BSCC

                                                                                                                                              

 

Building 150, Road 94 Block 951

King Hamad Highway

P.O.Box :570 Askar

Manama,

Bahrain

 

 

Tel:

973-1-7830000

Fax:

973-1-7830083

 

www.aluminiumbahrain.com

 

Employees:

2,777

Company Type:

Public Subsidiary

Corporate Family:

6 Companies

Ultimate Parent:

Bahrain Mumtalakat Holding Co BSCC

Traded:

Bahrain Stock Exchange:

ALBH

Incorporation Date:

1971

Auditor:

Ernst & Young LLP

Financials in:

 USD (mil)

Fiscal Year End:

31-Dec-2011

Reporting Currency:

Bahraini Dinar

Annual Sales:

2,342.9  1

Net Income:

562.1

Total Assets:

3,461.0  2

Market Value:

1,664.7

 

(27-Dec-2012)

                                        

Business Description         

 

Aluminium Bahrain BSC (Alba) is a Bahrain-based company engaged in manufacturing aluminum and aluminum related products. The Company produces more than 870,000 metric tons per annum and exports its production to more than 25 countries and international customers in the Middle East, Europe, Far East, South East Asia, Africa and North America. Its products include standard and T-ingot, extrusion billets, rolling slab, propertzi ingots, and molten aluminum. Alba plant comprises five reduction lines, three cast houses, a dedicated carbon plant, a 600,000 metric tons per annum coke calcining plant, a water desalination plant, 11 fume treatment plants, a marine terminal, and a 2,200 megawatt power plant, consisting of four power stations. Its main shareholder is Bahrain Mumtalakat Holding Company (69.38%). For the nine months ended 30 September 2012, Aluminium Bahrain BSCC revenues decreased 18% to BHD554.9M. Net income decreased 76% to BHD44M. Revenues reflect a decrease in demand for the Company's products and services due to unfavorable market conditions. Net income also reflects FV L/G on Revaluation of Derivatives decrease of 97% to BHD638K (income), General and Administrative Expense increase of 18% to BHD20.9M (expense).

          

Industry                                                                                                                                

 

Industry

Metal Mining

ANZSIC 2006:

2132 - Aluminium Smelting

NACE 2002:

2742 - Aluminium production

NAICS 2002:

331312 - Primary Aluminum Production

UK SIC 2003:

2742 - Aluminium production

UK SIC 2007:

2442 - Aluminium production

US SIC 1987:

3334 - Primary Production of Aluminum

 

 

                      


Key Executives            

   

 

Name

Title

Tim Murray

Chief Executive Officer

Mansour Afzal

Financial Accounting and Controlling Manager

Jean-Baptiste Lucas

Chief Marketing Officer

Afshan Akhtar

General Counsel, Corporate Secretary

Issam Hadi

Information Technology Manager

 

Significant Developments                                                                   

 

Topic

#*

Most Recent Headline

Date

Corporate Litigation

1

Alcoa Inc And Aluminium Bahrain B.S.C. Resolve Civil Litigation

9-Oct-2012

Officer Changes

1

Aluminium Bahrain BSC Appoints New Chief Executive Officer

27-Sep-2012

General Products

3

Aluminium Bahrain BSC Approves The Launch Of Line Six Bankable Feasibility Study

6-Dec-2012

Debt Financing / Related

1

Aluminium Bahrain BSC Announces Loan Agreement For USD 169 Million

30-Dec-2012

Dividends

3

Aluminium Bahrain BSC Recommends 14% Semi Annual Cash Dividend for FY 2012

30-Jul-2012

      

Financial Summary                                                                                                                   

 

As of 30-Sep-2012

Key Ratios

Company

Industry

Current Ratio (MRQ)

0.96

2.15

Quick Ratio (MRQ)

0.47

1.45

Debt to Equity (MRQ)

0.38

0.55

Net Profit Margin (TTM) %

9.53

13.42

Return on Assets (TTM) %

5.67

11.38

Return on Equity (TTM) %

9.30

25.06

 

 

 

 

FYE

Sales

Assets

12/31/2007

1,665.9

3,455.3

12/31/2008

2,401.8

4,025.1

12/31/2009

1,545.2

3,689.4

12/31/2010

1,991.5

3,518.8

12/31/2011

2,342.9

3,461.0

USD (mil)

 

 

 

 

 

Total Revenue USD (mil)

12 months ending 31-Dec-2011

 

 

 

Asia

348.8

14.9 %

Bahrain

1,076.4

45.9 %

Europe

378.7

16.2 %

Rest of the Middle Eastern Countries

539.0

23.0 %

Segment Total

2,342.9

100.0 %

Consolidated Total

2,342.9

100.0 %

 

 

 

 

                                      Stock Snapshot          

 

Traded: Bahrain Stock Exchange: ALBH

 

As of 27-Dec-2012

   Financials in: BHD

Recent Price

0.44

 

EPS

0.15

52 Week High

0.66

 

Price/Sales

0.71

52 Week Low

0.40

 

Dividend Rate

0.05

Avg. Volume (mil)

0.03

 

Price/Earnings

10.14

Market Value (mil)

627.66

 

Price/Book

0.77

 

Price % Change

Rel S&P 500%

4 Week

-7.53%

-8.84%

13 Week

-12.48%

-10.88%

52 Week

-34.03%

-29.00%

Year to Date

-33.03%

-28.01%

 

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = BHD 0.3770159
2 - Balance Sheet Item Exchange Rate: USD 1 = BHD 0.377

 

 

Corporate Overview

 

 

Location
Building 150, Road 94 Block 951
King Hamad Highway
P.O.Box :570 Askar
Manama, Bahrain

 

Tel:

973-1-7830000

Fax:

973-1-7830083

 

www.aluminiumbahrain.com

Quote Symbol - Exchange

ALBH - Bahrain Stock Exchange

Sales BHD(mil):

883.3

Assets BHD(mil):

1,304.8

Employees:

2,777

Fiscal Year End:

31-Dec-2011

 

Industry:

Metal Mining

Incorporation Date:

1971

Company Type:

Public Subsidiary

Quoted Status:

Quoted

 

Chief Executive Officer:

Tim Murray

 

Company Web Links

Corporate History/Profile

Employment Opportunities

 

Executives

Home Page

 

News Releases

Products/Services

 

Industry Codes

 

ANZSIC 2006 Codes:

2132

-

Aluminium Smelting

 

NACE 2002 Codes:

2742

-

Aluminium production

 

NAICS 2002 Codes:

331312

-

Primary Aluminum Production

 

US SIC 1987:

3334

-

Primary Production of Aluminum

 

UK SIC 2003:

2742

-

Aluminium production

 

UK SIC 2007:

2442

-

Aluminium production

 

Business Description

Aluminium Bahrain BSC (Alba) is a Bahrain-based company engaged in manufacturing aluminum and aluminum related products. The Company produces more than 870,000 metric tons per annum and exports its production to more than 25 countries and international customers in the Middle East, Europe, Far East, South East Asia, Africa and North America. Its products include standard and T-ingot, extrusion billets, rolling slab, propertzi ingots, and molten aluminum. Alba plant comprises five reduction lines, three cast houses, a dedicated carbon plant, a 600,000 metric tons per annum coke calcining plant, a water desalination plant, 11 fume treatment plants, a marine terminal, and a 2,200 megawatt power plant, consisting of four power stations. Its main shareholder is Bahrain Mumtalakat Holding Company (69.38%). For the nine months ended 30 September 2012, Aluminium Bahrain BSCC revenues decreased 18% to BHD554.9M. Net income decreased 76% to BHD44M. Revenues reflect a decrease in demand for the Company's products and services due to unfavorable market conditions. Net income also reflects FV L/G on Revaluation of Derivatives decrease of 97% to BHD638K (income), General and Administrative Expense increase of 18% to BHD20.9M (expense).

 

 

More Business Descriptions

Manufacturie of aluminium and aluminium related products which are supplied to Bahrain's downstream industry or exported to regional and international customers in the Middle East, Europe, Far East, South East Asia, Africa and North America

 

Aluminum Smelter

 

Aluminium Bahrain B.S.C.(c) (Alba) is an aluminium smelters company, based in Bahrain. The company manufactures, sells, and exports aluminum and aluminum related products in Bahrain. Its products Aluminium Bahrain B.S.C. (c) (Alba) is an aluminium smelters company, based in Bahrain. The company manufactures, sells, and exports aluminum and aluminum related products in Bahrain. Its products include standard ingots, rolling slabs, foundry alloy ingots, extrusion billets, T-ingots, liquid metal, and molten aluminum as well as anodes and calcined coke. The company operates four power stations with a generation capacity of 2,265MW. The power stations of Alba use combined cycle technology to produce electricity. Its plant comprises five reduction lines, three cast houses, a dedicated carbon plant, a 550,000 mtpa coke calcining plant, a water desalination plant, 11 fume treatment plants, a marine terminal, and a 2.225 MW power plant, consisting of 4 power stations. Alba is headquartered in Askar, Bahrain.The company reported revenues of (Bahraini Dinar) BHD 883.32 million during the fiscal year ended December 2011, an increase of 17.65% over 2010. The operating profit of the company was BHD 166.97 million during the fiscal year 2011, an increase of 14.76% over 2010. The net profit of the company was BHD 211.90 million during the fiscal year 2011, an increase of 53.31% over 2010.

 

Alumina and Aluminum Production and Processing

 

 

 

 

 

 

Brand/Trade Names

ALBA

 

 

 

 

Financial Data

 

Financials in:

BHD(mil)

 

Revenue:

883.3

Net Income:

211.9

Assets:

1,304.8

Long Term Debt:

167.1

 

Total Liabilities:

496.0

 

Working Capital:

-0.1

 

 

 

Date of Financial Data:

31-Dec-2011

 

1 Year Growth

17.6%

53.3%

-1.6%

 

Key Corporate Relationships

Auditor:

Ernst & Young LLP

 

Auditor:

Ernst & Young, Ernst & Young LLP

 

 

 

 

 

 

 

 

 

 

Corporate Structure News

 

Aluminium Bahrain BSCC
Total Corporate Family Members: 6

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

Bahrain Mumtalakat Holding Co BSCC

Parent

Al Seef

Bahrain

Miscellaneous Financial Services

2.8

40

Aluminium Bahrain BSCC

Subsidiary

Manama

Bahrain

Metal Mining

2,342.9

2,777

Bahrain Flour Mills Company BSC

Subsidiary

Manama

Bahrain

Food Processing

14.4

100

Gulf Air BSC(c)

Subsidiary

Manama

Bahrain

Airlines

 

 

Gulf Air

Branch

Ruwi

Oman

Airlines

 

140

Gulf Air

Subsidiary

Abu Dhabi

United Arab Emirates

Airlines

 

 

 



Competitors Report



CompanyName

Location

Employees

Ownership

Industries Chimiques du Fluor SA

Tunis, Tunisia

185

Public

 

 

 

Executives Report

 

Board of Directors

 

Name

Title

Function

Mahmoud Hashem Al Kooheji

 

Chairman of the Board, representing Bahrain Mumtalakat Holding

Chairman

Yousif A. Shirawi

 

Chairman

Chairman

H. A. Kassim

 

Deputy Chairman

Vice-Chairman

Towaijri, Humood Abdulla Al

 

Board Member

Director/Board Member

Humaid, Abdul Aziz Al

 

Board Member

Director/Board Member

Arrayedh, Osama Mohammed Al

 

Board Member

Director/Board Member

Abdul Aziz Suleiman Al Humaid

 

Independent Member of the Board

Director/Board Member

Mohammed Bin Khalifa Bin Ahmad Al Khalifa

 

Member of the Board, representing Bahrain Mumtalakat Holding

Director/Board Member

Mutlaq H. Al Murished

 

Member of the Board, representing Sabic Industrial Investments Company

Director/Board Member

Ousama Mohammed Al Orayidh

 

Member of the Board, representing Bahrain Mumtalakat Holding

Director/Board Member

Talaat Dhafer Abdullah Al Qahtani

 

Member of the Board, representing Sabic Industrial Investments Company

Director/Board Member

Homood A Al Tuwaijri

 

Director

Director/Board Member

 

Fawzi Ahmad Kanoo

 

Member of the Board, representing Bahrain Mumtalakat Holding

Director/Board Member

 

Al Khalifa, Mohammed Khalifa

 

Board Member

Director/Board Member

 

David E. Meen

 

Member of the Board, representing Bahrain Mumtalakat Holding

Director/Board Member

 

Yousef Abdullah Taqi

 

Member of the Board, representing Bahrain Mumtalakat Holding

Director/Board Member

 

 

Executives

 

Name

Title

Function

Tim Murray

 

Chief Executive Officer

Chief Executive Officer

Biography:

Mr. Tim Murray serves as Chief Executive Officer of Aluminium Bahrain BSC since October 1, 2012. He spent 10 years with ARC Automotive (Air Bag inflator manufacturer) where in his last role he was Vice President and Chief Financial Officer. He holds a degree in Accounting from Susquehanna University (USA), a Master of Business Administration from the Vanderbilt University (USA) and is a member of the American Institute of Certified Public Accountants (AICPA). He has also completed Executive Management courses at the Chicago Graduate School of Business and Wharton Business School.

 

Education:

Vanderbilt University, MBA
Susquehanna University (Accounting)

 

A. S. Al-Noaimi

 

General Manager-Finance

Division Head Executive

 

M. M. Daylami

 

General Manager-Administration

Division Head Executive

 

M. S. Ghaith

 

General Manager-Metal Production

Division Head Executive

 

J. Kerr

 

GM-Engineering & Maintenance

Managing Director

 

Essa Abdul Latif Al Ansari

 

Chief Operations Officer

Operations Executive

 

Abdullah Habib Ahmad Ali

 

Reduction Line 4 Operations Manager

Operations Executive

 

Daniel Suleiman Asghar Hasan

 

Carbon Operations Manager

Operations Executive

 

Graeme John Legg

 

Power Operations and Utilities Manager

Operations Executive

 

Abdul Raouf Mohammed

 

Manager Reduction Line 5 Operations

Operations Executive

 

Mohd Shuja

 

Operational Excellence Manager

Operations Executive

 

Hussein Ali Al Qassab

 

Safety, Security and Environment Manager

Environment/Safety Executive

 

Afshan Akhtar

 

General Counsel, Corporate Secretary

Company Secretary

 

Biography:

Ms. Afshan Akhtar has been appointed as General Counsel, Corporate Secretary of Aluminium Bahrain BSC with effect from 14 August 2011. Ms. Akhtar studied law at The London School of Economics. She joined Clifford Chance as a trainee lawyer and qualified as a lawyer to practice in their Banking and Finance sector for six years and achieved the position of Senior Legal Counsel. Prior to joining Alba, Ms. Akhtar was Senior Legal Counsel in Kuwait Finance House, Bahrain.

 

Education:

London School of Economics (Law)

 

M. J. Al-Mousa

 

Manager-Corporate Services

Company Secretary

 

R. J. Mandeel

 

Manager-Financial Accounting

Finance Executive

 

Mansour Afzal

 

Financial Accounting and Controlling Manager

Accounting Executive

 

N. M. Noor

 

Manager-Managerial Accounting

Accounting Executive

 

M. J. Abbas

 

Manager-Personnel

Human Resources Executive

 

Abdul Rahman Janahi

 

Human Resources and Training Manager

Human Resources Executive

 

A. Tahery

 

Manager-Training

Training Executive

 

Yogesh Kumar

 

Marketing Operations Manager

Marketing Executive

 

Jean-Baptiste Lucas

 

Chief Marketing Officer

Marketing Executive

 

E. G. Juma

 

Manager-Plant Protection

Corporate Communications Executive

 

Eline Hilal

 

Investor & Public Relations Manager

Investor Relations Executive

 

Issam Hadi

 

Information Technology Manager

Information Executive

 

Paul Otteson

 

Expansion Projects and Engineering Manager

Engineering/Technical Executive

 

Marius Esterhuizen

 

Strategic Supply and Planning Manager

Planning Executive

 

Ali Hasan Al Baqali

 

Procurement and Warehousing Manager

Purchasing Executive

 

E. A. K. Mohamed

 

Manager-Purchasing

Purchasing Executive

 

R. C. Andrews

 

Manager

Quality Executive

 

Rana Ali Abbas Al Ammadi

 

Chief Medical Officer

Medical Specialist

 

Elham Al Eid

 

Chief Medical Officer

Medical Specialist

 

Abdul Rasul Ahmad Abdul Rasul

 

Casthouse Manager

Other

 

Adel Ghuloom Al Mansouri

 

Carbon Maintenance Manager

Other

 

Basem Al Sharqi

 

Chief Support Functions Officer

Other

 

Shaikh Mohammed Bin Khalifa Al Khalifa

 

Director

Other

 

Bryan Harris

 

Chief Internal Auditor and Risk Management Officer

Other

 

Adel Faraj Abbas Ibrahim

 

Reduction Maintenance and Services Manager

Other

 

Parkash Kumar Jha

 

Calciner & Marine Manager

Other

 

Raghavendra K.S.R

 

Potlines 1 - 3 Manager

Other

 

Avinash Mittal

 

Process Control & Development Manager

Other

 

Laurent Schmitt

 

Chairman's Advisor for Developing Aluminium Downstream Industry

Other

 

Abdullah Yaqoub Abdullah Senan

 

Workshops and Metal Services Manager

Other

 

Amin Sultan

 

Power Maintenance and Project Manager

Other

 

 

 

Significant Developments



 

 

 

Aluminium Bahrain BSC Announces Loan Agreement For USD 169 Million

Dec 30, 2012


Aluminium Bahrain BSC announced that it has entered into term loan agreements to refinance the USD 169 million bond expiring in March 2013. The term loans include a bilateral five year loan of US D 85 million between the Company and Gulf International Bank. It also includes and a syndicated three year loan of USD 84 million between the Company and a syndicate comprising of Ahli United Bank, National Bank of Bahrain, Tokyo-Mitsubishi UFJ Ltd, Arab Banking Corporation and Bank of Bahrain and Kuwait.

Aluminium Bahrain BSC Approves The Launch Of Line Six Bankable Feasibility Study

Dec 06, 2012


Aluminium Bahrain BSC announced that its Board of Directors has approved the launch of line six bankable feasibility study. line six expansion project is expected to add an additional capacity of 400,000 metric tones bringing the Company's total production to 1.3 million metric tones per annum.

Aluminium Bahrain BSC Announces Upgrading Of Pot Line Five

Nov 29, 2012


Aluminium Bahrain BSC announced that it has installed an 1600 millimeter (mm) long anode in Pot Line five, which paved the way for upgrading Pot Line five from AP30 to AP36 technology.

Alcoa Inc And Aluminium Bahrain B.S.C. Resolve Civil Litigation

Oct 09, 2012


Alcoa Inc announced that it has entered into a settlement agreement with Aluminium Bahrain B.S.C. (Alba) resolving a civil lawsuit that had been pending in the U.S. District Court for the Western District of Pennsylvania since 2008. Without admitting any liability, Alcoa agreed to make a cash payment to Alba of $85 million payable in two installments. One half was made at settlement and the other half will be made one year later. The settlement amount is within the range Alcoa previously estimated as its reasonably possible losses, which it disclosed in its second quarter 2012 earnings announcement. Alcoa said the settlement with Alba represents the best possible outcome and avoids the time and expense of complex litigation.

Aluminium Bahrain BSC Appoints New Chief Executive Officer

Sep 27, 2012


Aluminium Bahrain BSC announced that the decision of the Board to appoint Tim Murray as the new Chief Executive Officer effective October 1, 2012. Prior to being promoted to the position of CEO Mr. Murray was working as Alba's Chief Finance and Supply Officer where he was responsible for all Finance, Supply Chain, IT and Operational Excellence functions. Laurent Schmitt, who served Alba as Chief Executive Officer from January 2010 to end September 2012, will be working directly with Alba's Chairman Mr Al Kooheji in further developing the aluminium downstream industry in the Kingdom of Bahrain.

Aluminium Bahrain BSC Recommends 14% Semi Annual Cash Dividend for FY 2012

Jul 30, 2012


Aluminium Bahrain BSC announced that its Board of Directors has recommended the distribution of 14%, of the nominal value of the share, equivalent to BHD 0.014 per share, as Semi Annual Dividends for the Fiscal Year 2012. This will be for the share holders registered on the books as of August 6, 2012. The shares shall trade ex-dividend starting from August 7, 2012.

Aluminium Bahrain BSC Upgrades The Indirect Coke Cooler At The Alba Petroleum Coke Calciner During A Month-Long Plant Outage

Jun 11, 2012


Aluminium Bahrain BSC announced that it has replaced and upgraded the indirect coke cooler at the Alba Petroleum Coke Calciner to increased productivity. The new equipment, weighing 180 metric tons, was shipped from Germany in a single piece, installed and commissioned in 30 days against the original plan of 45 days.

Aluminium Bahrain BSC Approves 67% Final Annual Cash Dividend For FY 2011

Mar 08, 2012


Aluminium Bahrain BSC announced that its Annual General Meeting has approved the distribution of a total amount of BHD 94,712,000 (USD 252,000,000), representing 67% of the nominal value of the Company's shares, as total annual cash dividend for the fiscal year ended December 31, 2011. The Company has already distributed BHD 0.0 27 per share as interim cash dividend to the shareholders in August 2011. The company has also announced that the share shall trade ex-dividend starting March 11, 2012; and the payable date effective from March 15, 2012 to the Company's shareholders of record as of March 8, 2012.

Aluminium Bahrain BSC Recommends Interim Cash Dividends for FY 2011

Feb 19, 2012


Aluminium Bahrain BSC announced that its Board of Directors has recommended distribution of cash dividends of 40% of the nominal value of the shares, equivalent to BHD 0.040 per share to its shareholders for the second half of the fiscal year 2011.

 

 Annual Income Statement

 

Financials in: USD (mil)

 

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

 

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate (Period Average)

0.377016

0.377008

0.376998

0.376864

0.376788

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

2,342.9

1,991.5

1,545.2

2,401.8

1,665.9

Revenue

2,342.9

1,991.5

1,545.2

2,401.8

1,665.9

Total Revenue

2,342.9

1,991.5

1,545.2

2,401.8

1,665.9

 

 

 

 

 

 

    Cost of Revenue

1,756.6

1,472.3

1,427.4

1,699.3

1,477.0

Cost of Revenue, Total

1,756.6

1,472.3

1,427.4

1,699.3

1,477.0

Gross Profit

586.3

519.2

117.8

702.5

188.9

 

 

 

 

 

 

    Selling/General/Administrative Expense

123.7

111.3

95.3

114.7

49.0

    Labor & Related Expense

0.5

0.5

0.4

0.3

0.5

Total Selling/General/Administrative Expenses

124.3

111.8

95.7

115.0

49.5

        Interest Expense - Operating

17.4

19.2

60.3

68.4

109.8

    Interest Expense - Net Operating

17.4

19.2

60.3

68.4

109.8

    Interest Expense (Income) - Net Operating

1.8

1.0

1.7

1.1

0.3

Interest Expense (Income) - Net Operating Total

19.2

20.2

62.0

69.4

110.1

    Impairment-Assets Held for Use

-

1.2

18.5

-

-

Unusual Expense (Income)

-

1.2

18.5

-

-

Total Operating Expense

1,900.0

1,605.6

1,603.7

1,883.8

1,636.5

 

 

 

 

 

 

Operating Income

442.9

385.9

-58.5

518.0

29.4

 

 

 

 

 

 

        Investment Income - Non-Operating

98.9

-35.6

-172.0

248.4

-209.2

    Interest/Investment Income - Non-Operating

98.9

-35.6

-172.0

248.4

-209.2

Interest Income (Expense) - Net Non-Operating Total

98.9

-35.6

-172.0

248.4

-209.2

    Other Non-Operating Income (Expense)

20.3

16.3

11.2

12.6

8.7

Other, Net

20.3

16.3

11.2

12.6

8.7

Income Before Tax

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Total Income Tax

0.0

0.0

0.0

0.0

0.0

Income After Tax

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Net Income Before Extraord Items

562.1

366.6

-219.3

779.0

-171.1

Net Income

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Income Available to Common Excl Extraord Items

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

1,412.7

1,403.5

1,402.3

1,402.3

1,402.3

Basic EPS Excl Extraord Items

0.40

0.26

-0.16

0.56

-0.12

Basic/Primary EPS Incl Extraord Items

0.40

0.26

-0.16

0.56

-0.12

Dilution Adjustment

-

-

0.0

-

0.0

Diluted Net Income

562.1

366.6

-219.3

779.0

-171.1

Diluted Weighted Average Shares

1,412.7

1,403.5

1,402.3

1,402.3

1,402.3

Diluted EPS Excl Extraord Items

0.40

0.26

-0.16

0.56

-0.12

Diluted EPS Incl Extraord Items

0.40

0.26

-0.16

0.56

-0.12

Dividends per Share - Common Stock Primary Issue

0.11

0.14

0.00

-

-

Gross Dividends - Common Stock

149.9

-

0.0

-

-

Interest Expense, Supplemental

17.4

19.2

60.3

68.4

109.8

Depreciation, Supplemental

208.9

196.9

197.6

193.2

184.4

Total Special Items

-

1.2

18.5

-

-

Normalized Income Before Tax

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Effect of Special Items on Income Taxes

-

0.0

0.0

-

-

Inc Tax Ex Impact of Sp Items

0.0

0.0

0.0

0.0

0.0

Normalized Income After Tax

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Basic Normalized EPS

0.40

0.26

-0.14

0.56

-0.12

Diluted Normalized EPS

0.40

0.26

-0.14

0.56

-0.12

Normalized EBIT

462.1

407.4

22.1

587.4

139.5

Normalized EBITDA

671.0

604.3

219.6

780.6

323.9

 




 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate

0.377

0.377

0.377

0.377

0.376

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

263.9

158.7

123.0

123.2

92.8

    Short Term Investments

0.0

6.2

43.5

0.0

0.3

Cash and Short Term Investments

263.9

164.9

166.5

123.2

93.1

        Accounts Receivable - Trade, Gross

218.7

261.3

254.5

-

-

        Provision for Doubtful Accounts

-14.2

-15.2

-16.5

-

-

    Trade Accounts Receivable - Net

204.5

246.1

239.9

336.3

22.2

    Other Receivables

23.7

19.9

15.8

9.1

-

Total Receivables, Net

228.2

266.0

255.7

345.4

22.2

    Inventories - Finished Goods

50.5

67.9

66.2

102.1

0.0

    Inventories - Work In Progress

140.3

129.4

147.5

164.4

123.2

    Inventories - Raw Materials

170.1

150.4

166.5

273.0

154.0

    Inventories - Other

58.2

56.3

65.7

62.7

58.3

Total Inventory

419.2

404.0

445.9

602.1

335.4

Prepaid Expenses

1.8

6.6

-

-

-

Total Current Assets

913.1

841.5

868.1

1,070.7

450.7

 

 

 

 

 

 

        Land/Improvements

708.2

704.4

705.1

708.1

701.9

        Machinery/Equipment

4,253.5

4,198.6

4,144.3

4,108.6

4,071.1

    Property/Plant/Equipment - Gross

4,961.7

4,903.1

4,849.5

4,816.7

4,773.0

    Accumulated Depreciation

-2,450.3

-2,271.4

-2,082.8

-1,926.2

-1,770.4

Property/Plant/Equipment - Net

2,511.4

2,631.7

2,766.6

2,890.5

3,002.7

    LT Investments - Other

-

-

-

0.0

2.0

Long Term Investments

-

-

-

0.0

2.0

Note Receivable - Long Term

36.5

45.6

54.7

63.8

0.0

Total Assets

3,461.0

3,518.8

3,689.4

4,025.1

3,455.3

 

 

 

 

 

 

Accounts Payable

141.9

132.8

144.6

240.6

134.8

Accrued Expenses

118.6

82.0

107.4

83.9

76.2

Notes Payable/Short Term Debt

0.0

0.0

0.0

0.0

0.0

Current Portion - Long Term Debt/Capital Leases

431.9

403.7

449.6

447.6

455.5

    Customer Advances

0.6

5.7

2.5

1.0

33.1

    Other Payables

4.5

4.4

5.4

263.4

4.0

    Other Current Liabilities

81.3

115.4

115.1

32.2

88.0

Other Current liabilities, Total

86.4

125.5

122.9

296.6

125.1

Total Current Liabilities

778.8

743.9

824.6

1,068.6

791.7

 

 

 

 

 

 

    Long Term Debt

443.3

646.5

784.9

981.8

1,212.3

Total Long Term Debt

443.3

646.5

784.9

981.8

1,212.3

Total Debt

875.2

1,050.2

1,234.6

1,429.3

1,667.9

 

 

 

 

 

 

    Pension Benefits - Underfunded

2.5

2.6

2.6

2.5

1.6

    Other Long Term Liabilities

91.0

272.5

343.3

220.5

474.1

Other Liabilities, Total

93.5

275.1

346.0

222.9

475.7

Total Liabilities

1,315.6

1,665.5

1,955.5

2,273.3

2,479.7

 

 

 

 

 

 

    Common Stock

376.7

376.7

376.7

376.7

377.7

Common Stock

376.7

376.7

376.7

376.7

377.7

Retained Earnings (Accumulated Deficit)

1,782.0

1,486.5

1,155.8

1,375.1

598.0

Treasury Stock - Common

-13.3

-9.9

-

-

-

    Other Equity

-

0.0

201.5

-

-

Other Equity, Total

-

0.0

201.5

-

-

Total Equity

2,145.3

1,853.3

1,733.9

1,751.7

975.6

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

3,461.0

3,518.8

3,689.4

4,025.1

3,455.3

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

1,412.7

1,415.8

1,420.0

1,420.0

1,420.0

Total Common Shares Outstanding

1,412.7

1,415.8

1,420.0

1,420.0

1,420.0

Treasury Shares - Common Stock Primary Issue

7.3

4.2

-

-

-

Employees

2,777

2,714

-

-

-

Number of Common Shareholders

2,434

2,576

3

-

-

Deferred Revenue - Current

0.6

5.7

2.5

1.0

33.1

Total Long Term Debt, Supplemental

840.5

1,032.1

1,211.2

1,398.0

-

Long Term Debt Maturing within 1 Year

397.2

385.6

426.2

416.2

-

Long Term Debt Maturing in Year 2

-

598.2

736.6

909.3

-

Long Term Debt Maturing in 2-3 Years

-

598.2

736.6

909.3

-

Long Term Debt Matur. in Year 6 & Beyond

443.3

48.3

48.3

72.5

-

 




 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate (Period Average)

0.377016

0.377008

0.376998

0.376864

0.376788

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

562.1

366.6

-219.3

779.0

-171.1

    Depreciation

208.9

196.9

197.6

193.2

184.4

Depreciation/Depletion

208.9

196.9

197.6

193.2

184.4

    Unusual Items

-208.7

-32.6

181.9

-299.0

212.6

    Other Non-Cash Items

18.1

18.0

57.3

61.3

107.3

Non-Cash Items

-190.6

-14.6

239.2

-237.6

319.9

    Accounts Receivable

42.6

-18.9

86.6

116.7

12.2

    Inventories

-15.2

41.9

156.2

-192.1

-13.0

    Other Assets

-

0.0

3.1

102.5

15.7

    Accounts Payable

41.4

-34.2

-67.1

-3.0

39.0

    Other Liabilities

2.1

2.4

1.7

2.4

34.9

    Other Operating Cash Flow

-2.2

-2.4

-1.6

-1.5

-1.8

Changes in Working Capital

68.8

-11.2

179.0

25.0

86.9

Cash from Operating Activities

649.1

537.8

396.4

759.5

420.1

 

 

 

 

 

 

    Purchase of Fixed Assets

-91.4

-63.7

-93.7

-102.8

-70.3

Capital Expenditures

-91.4

-63.7

-93.7

-102.8

-70.3

    Sale of Fixed Assets

2.0

1.0

0.4

2.2

11.5

    Investment, Net

8.0

-8.0

-

-

-

    Other Investing Cash Flow

1.0

1.4

3.0

7.0

2.8

Other Investing Cash Flow Items, Total

11.1

-5.5

3.5

9.2

14.2

Cash from Investing Activities

-80.3

-69.2

-90.3

-93.6

-56.0

 

 

 

 

 

 

    Other Financing Cash Flow

-6.5

-223.1

-111.6

-316.7

-146.6

Financing Cash Flow Items

-6.5

-223.1

-111.6

-316.7

-146.6

    Cash Dividends Paid - Common

-266.5

-

-

-

-

Total Cash Dividends Paid

-266.5

-

-

-

-

        Sale/Issuance of Common

3.1

-

-

-

-

    Common Stock, Net

3.1

-

-

-

-

    Repurchase/Retirement of Common/Preferred

0.0

-2.9

-

-

-

    Treasury Stock

-8.3

-32.9

-

-

-

Issuance (Retirement) of Stock, Net

-5.2

-35.9

-

-

-

    Short Term Debt, Net

16.6

-5.3

-7.9

11.1

0.0

    Total Debt Issued

589.2

536.3

0.0

490.0

640.6

    Total Debt Reduction

-780.8

-715.3

-186.8

-755.5

-842.8

Issuance (Retirement) of Debt, Net

-175.0

-184.4

-194.8

-254.5

-202.2

Cash from Financing Activities

-453.2

-443.4

-306.3

-571.1

-348.8

 

 

 

 

 

 

Net Change in Cash

115.7

25.2

-0.3

94.7

15.3

 

 

 

 

 

 

Net Cash - Beginning Balance

148.2

123.0

123.2

28.5

13.2

Net Cash - Ending Balance

263.9

148.2

123.0

123.3

28.5

Cash Interest Paid

18.1

21.1

65.3

76.1

121.3

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

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

 

 

 

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate (Period Average)

0.377016

0.377008

0.376998

0.376864

0.376788

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Sales to Customers

2,342.9

1,991.5

1,543.2

2,346.4

57.6

    Sales to Shareholders

-

0.0

2.0

55.4

1,608.3

Total Revenue

2,342.9

1,991.5

1,545.2

2,401.8

1,665.9

 

 

 

 

 

 

    Cost of Sales

1,756.6

1,472.3

1,427.4

1,699.3

1,477.0

    Selling and Distribution Expense

57.9

41.3

31.6

60.2

6.1

    General and Administrative Expense

65.8

70.0

63.7

54.5

42.8

    Write Off of Property, Plant, & Equipmen

-

1.2

18.5

-

-

    Directors Fees

0.5

0.5

0.4

0.3

0.5

    Finance Costs

1.8

1.0

1.7

1.1

0.3

    Interest Expense

17.4

19.2

60.3

68.4

109.8

Total Operating Expense

1,900.0

1,605.6

1,603.7

1,883.8

1,636.5

 

 

 

 

 

 

    Other income

20.3

16.3

11.2

12.6

8.7

    Gain on Exchange

1.0

-8.1

3.6

-12.7

-1.5

    FV L/G on Revaluation of Derivatives

97.9

-27.5

-175.6

261.1

-207.7

Net Income Before Taxes

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Provision for Income Taxes

0.0

0.0

0.0

0.0

0.0

Net Income After Taxes

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Net Income Before Extra. Items

562.1

366.6

-219.3

779.0

-171.1

Net Income

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Income Available to Com Excl ExtraOrd

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

562.1

366.6

-219.3

779.0

-171.1

 

 

 

 

 

 

Basic Weighted Average Shares

1,412.7

1,403.5

1,402.3

1,402.3

1,402.3

Basic EPS Excluding ExtraOrdinary Items

0.40

0.26

-0.16

0.56

-0.12

Basic EPS Including ExtraOrdinary Items

0.40

0.26

-0.16

0.56

-0.12

Dilution Adjustment

-

-

0.0

-

0.0

Diluted Net Income

562.1

366.6

-219.3

779.0

-171.1

Diluted Weighted Average Shares

1,412.7

1,403.5

1,402.3

1,402.3

1,402.3

Diluted EPS Excluding ExtraOrd Items

0.40

0.26

-0.16

0.56

-0.12

Diluted EPS Including ExtraOrd Items

0.40

0.26

-0.16

0.56

-0.12

DPS-Common Stock

0.11

0.14

0.00

-

-

Gross Dividends - Common Stock

149.9

-

0.0

-

-

Normalized Income Before Taxes

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

0.0

0.0

0.0

0.0

0.0

Normalized Income After Taxes

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Normalized Inc. Avail to Com.

562.1

367.8

-200.8

779.0

-171.1

 

 

 

 

 

 

Basic Normalized EPS

0.40

0.26

-0.14

0.56

-0.12

Diluted Normalized EPS

0.40

0.26

-0.14

0.56

-0.12

Depreciation

208.9

196.9

197.6

193.2

184.4

Interest Expense

17.4

19.2

60.3

68.4

109.8

 




 

 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate

0.377

0.377

0.377

0.377

0.376

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Goods in Transit

53.7

61.2

44.8

103.1

53.9

    Raw Materials

116.4

89.3

121.7

169.9

100.0

    Work-in-Process

140.3

129.4

147.5

164.4

123.2

    Finished Goods

50.5

67.9

66.2

102.1

0.0

    Stores

61.4

59.5

68.9

65.8

61.5

    Provision for Inventory

-3.2

-3.2

-3.2

-3.2

-3.2

    Trade Accounts Receivable

-

-

-

331.2

20.1

    Trade Receivables

218.7

261.3

254.5

-

-

    Provision for Doubtful Debts

-14.2

-15.2

-16.5

-

-

    Other Receivables

14.6

10.8

6.7

-

-

    Prepayments

1.8

6.6

-

-

-

    Current Portion of LT Receivables

9.1

9.1

9.1

9.1

-

    Amounts Due from Shareholder

-

0.0

2.0

5.1

2.1

    Derivative Fiancial Instruments

0.0

6.2

43.5

0.0

0.3

    Bank Balances and Cash

263.9

158.7

123.0

123.2

92.8

Total Current Assets

913.1

841.5

868.1

1,070.7

450.7

 

 

 

 

 

 

    Land & Building

708.2

704.4

705.1

708.1

701.9

    Power Generating Plant

1,080.5

1,046.9

1,067.4

1,031.0

1,049.7

    Plant, Machinery, & Other Equipment

3,022.8

2,951.9

2,927.0

2,919.9

2,910.5

    Assets in Process of Completion

150.1

199.8

149.9

157.7

110.9

    Acc. Dep.

-2,450.3

-2,271.4

-2,082.8

-1,926.2

-1,770.4

    Derivative Financial Assets

-

-

-

0.0

2.0

    LT Receivables

36.5

45.6

54.7

63.8

0.0

Total Assets

3,461.0

3,518.8

3,689.4

4,025.1

3,455.3

 

 

 

 

 

 

    Borrowings

397.2

385.6

426.2

416.2

455.5

    ST Loans

34.7

18.1

23.4

31.3

0.0

    Retentions Payable

0.3

0.4

0.4

0.5

0.5

    Trade Payables

141.9

132.8

144.6

240.6

134.8

    Employee Related Accruals

85.3

54.8

49.8

46.5

41.7

    Accrual for Early Retirement Scheme

-

0.0

25.8

-

-

    Accrued Expenses

29.9

24.6

30.1

35.9

32.6

    Advance from Customers

0.6

5.7

2.5

1.0

0.0

    ALBA Saving Benefit Scheme

4.2

4.1

5.0

6.1

3.5

    General Organization for Social Insuranc

3.4

2.6

1.8

1.5

1.9

    Derivative Financial Instruments

81.3

115.4

115.1

32.2

88.0

    Advances from Shareholders

-

-

-

0.0

33.1

    Amounts Due to Shareholders

-

-

0.0

256.9

0.0

Total Current Liabilities

778.8

743.9

824.6

1,068.6

791.7

 

 

 

 

 

 

    Borrowings

443.3

646.5

784.9

981.8

1,212.3

Total Long Term Debt

443.3

646.5

784.9

981.8

1,212.3

 

 

 

 

 

 

    Derivative Financial Instruments

91.0

272.5

343.3

220.5

474.1

    Employees End of Service Benefits

2.5

2.6

2.6

2.5

1.6

Total Liabilities

1,315.6

1,665.5

1,955.5

2,273.3

2,479.7

 

 

 

 

 

 

    Share Capital

376.7

376.7

376.7

376.7

377.7

    Treasury Shares

-13.3

-9.9

-

-

-

    Statutory Reserve

188.3

182.0

145.4

145.4

67.7

    Capital Reserve

0.7

0.7

0.7

0.7

0.7

    Contributions from Shareholders

-

0.0

201.5

-

-

    Retained Earnings

1,443.1

1,138.6

1,009.7

1,229.0

529.6

    Proposed Dividevds

149.9

165.2

-

-

-

Total Equity

2,145.3

1,853.3

1,733.9

1,751.7

975.6

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

3,461.0

3,518.8

3,689.4

4,025.1

3,455.3

 

 

 

 

 

 

    S/O-Common Stock

1,412.7

1,415.8

1,420.0

1,420.0

1,420.0

Total Common Shares Outstanding

1,412.7

1,415.8

1,420.0

1,420.0

1,420.0

T/S-Common Stock

7.3

4.2

-

-

-

Deferred Revenue - Current

0.6

5.7

2.5

1.0

33.1

Number of Shareholders

2,434

2,576

3

-

-

Full-Time Employees

2,777

2,714

-

-

-

Due in 1 Year

397.2

385.6

426.2

416.2

-

Due in 2-5 Years

-

598.2

736.6

909.3

-

Remaining Maturities

443.3

48.3

48.3

72.5

-

Total Long Term Debt, Supplemental

840.5

1,032.1

1,211.2

1,398.0

-

 



 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Dec-2011

Updated Normal
31-Dec-2010

Updated Normal
31-Dec-2009

Reclassified Normal
31-Dec-2009

Updated Normal
31-Dec-2008

Filed Currency

BHD

BHD

BHD

BHD

BHD

Exchange Rate (Period Average)

0.377016

0.377008

0.376998

0.376864

0.376788

Auditor

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income

562.1

366.6

-219.3

779.0

-171.1

    Depreciation

208.9

196.9

197.6

193.2

184.4

    Provision for Employees end of Service

2.1

2.4

1.7

2.4

1.8

    Unrealised G/L on Derivatives

-209.4

-33.2

162.3

-310.7

209.7

    G/L on Disposal of Property, Plant and E

0.4

-0.5

1.1

9.1

-10.3

    Write off of Property, Plant and Equip

0.2

1.2

18.5

2.6

13.2

    Interest Income

-1.0

-1.4

-3.0

-7.0

-2.8

    Finance costs

17.4

19.2

60.3

68.4

110.1

    Employees' Stock Option Plan

1.7

0.2

-

-

-

    Inventories

-15.2

41.9

156.2

-192.1

-13.0

    Accounts Receivables & Prepayments

42.6

-18.9

86.6

116.7

12.2

    Accounts Payables & Accruals

41.4

-34.2

-67.1

-3.0

39.0

    Amounts Due from Shareholder

-

0.0

3.1

102.5

15.7

    Advances from Shareholder

-

-

-

-

33.0

    End of Service Benefits Paid

-2.2

-2.4

-1.6

-1.5

-1.8

Cash from Operating Activities

649.1

537.8

396.4

759.5

420.1

 

 

 

 

 

 

    Purchase of Property, Plant, and Equipme

-91.4

-63.7

-93.7

-102.8

-70.3

    Proceeds from Disposal of Property, Plan

2.0

1.0

0.4

2.2

11.5

    Term Deposit

8.0

-8.0

-

-

-

    Interest Received

1.0

1.4

3.0

7.0

2.8

Cash from Investing Activities

-80.3

-69.2

-90.3

-93.6

-56.0

 

 

 

 

 

 

    Repayment of LT Receivable

9.1

9.1

9.1

0.0

-

    Borrowings Availed

589.2

536.3

0.0

490.0

640.6

    Borrowings Repaid

-780.8

-715.3

-186.8

-755.5

-842.8

    ST Loans, Net

16.6

-5.3

-7.9

11.1

0.0

    Finance Costs Paid

-18.1

-21.1

-65.3

-76.1

-121.3

    Margin Deposits

2.5

-2.5

0.0

64.1

-25.3

    Purchase of Treasury Shares

-8.3

-32.9

-

-

-

    Purchase of Shares for Stock Options

0.0

-7.2

-

-

-

    Purchase of Shares After IPO

0.0

-2.9

-

-

-

    Cash Transferred to Principal Shareholde

0.0

-201.5

0.0

65.8

0.0

    Sale of Treasury Shares

3.1

-

-

-

-

    Dividends Paid

-266.5

-

-

-

-

    Amounts Due to Shareholders

-

0.0

-55.4

-370.4

0.0

Cash from Financing Activities

-453.2

-443.4

-306.3

-571.1

-348.8

 

 

 

 

 

 

Net Change in Cash

115.7

25.2

-0.3

94.7

15.3

 

 

 

 

 

 

Cash Beginning Balance

148.2

123.0

123.2

28.5

13.2

Cash Ending Balance

263.9

148.2

123.0

123.3

28.5

    Cash Interest Paid

18.1

21.1

65.3

76.1

121.3

 

 

Financial Health

 

Financials in: USD (mil)

 

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

 

 

 

Key Indicators USD (mil)

 

Quarter
Ending
30-Sep-2012

Quarter
Ending
Yr Ago

Annual
Year End
31-Dec-2011

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

456.1

-21.45%

2,342.9

17.65%

-0.81%

-

Operating Income1 (?)

-7.7

-

442.9

14.76%

-5.08%

-

Income Available to Common Excl Extraord Items1 (?)

-34.5

-

562.1

53.31%

-10.30%

-

Basic EPS Excl Extraord Items1 (?)

-0.02

-

0.40

52.28%

-10.52%

-

Capital Expenditures2 (?)

35.0

-20.85%

91.4

43.52%

-3.84%

-

Cash from Operating Activities2 (?)

225.3

-49.52%

649.1

20.71%

-5.08%

-

Free Cash Flow (?)

190.3

-52.67%

557.8

17.65%

-5.28%

-

Total Assets3 (?)

3,230.2

-8.84%

3,461.0

-1.64%

-4.91%

-

Total Liabilities3 (?)

1,169.6

-20.51%

1,315.6

-21.01%

-16.67%

-

Total Long Term Debt3 (?)

222.6

-61.13%

443.3

-31.43%

-23.28%

-

Employees3 (?)

-

-

2777

2.32%

-

-

Total Common Shares Outstanding3 (?)

1,412.7

-0.51%

1,412.7

-0.21%

-0.17%

-

1-ExchangeRate: BHD to USD Average for Period

0.376902

 

0.377016

 

 

 

2-ExchangeRate: BHD to USD Average for Period

0.376957

 

0.377016

 

 

 

3-ExchangeRate: BHD to USD Period End Date

0.377025

 

0.377000

 

 

 

Key Ratios

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Profitability

Gross Margin (?)

25.03%

26.07%

7.62%

29.25%

11.34%

Operating Margin (?)

18.90%

19.38%

-3.78%

21.57%

1.76%

Pretax Margin (?)

23.99%

18.41%

-14.19%

32.43%

-10.27%

Net Profit Margin (?)

23.99%

18.41%

-14.19%

32.43%

-10.27%

Financial Strength

Current Ratio (?)

1.17

1.13

1.05

1.00

0.57

Long Term Debt/Equity (?)

0.21

0.35

0.45

0.56

1.24

Total Debt/Equity (?)

0.41

0.57

0.71

0.82

1.71

Interest Coverage (?)

250.21

375.02

-32.86

484.20

106.50

Management Effectiveness

Return on Assets (?)

16.11%

10.17%

-5.69%

20.85%

-

Return on Equity (?)

28.11%

20.44%

-12.58%

57.16%

-

Efficiency

Receivables Turnover (?)

9.48

7.63

5.14

13.07

-

Inventory Turnover (?)

4.27

3.46

2.72

3.63

-

Asset Turnover (?)

0.67

0.55

0.40

0.64

-

Market Valuation USD (mil)

P/E (TTM) (?)

8.62

.

Enterprise Value2 (?)

2,296.6

Price/Sales (TTM) (?)

0.83

.

Enterprise Value/Revenue (TTM) (?)

1.14

Price/Book (MRQ) (?)

0.80

.

Enterprise Value/EBITDA (TTM) (?)

6.34

Market Cap as of 27-Dec-20121 (?)

1,664.7

.

 

 

1-ExchangeRate: BHD to USD on 27-Dec-2012

0.377049

 

 

 

2-ExchangeRate: BHD to USD on 30-Sep-2012

0.377025

 

 

 

 

Annual Ratios

 

Financials in: USD (mil)

 

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

 

 

 

 

 

 

 

31-Dec-2011

31-Dec-2010

31-Dec-2009

31-Dec-2008

31-Dec-2007

Financial Strength

Current Ratio (?)

1.17

1.13

1.05

1.00

0.57

Quick/Acid Test Ratio (?)

0.63

0.58

0.51

0.44

0.15

Working Capital1 (?)

134.3

97.6

43.5

2.1

-341.0

Long Term Debt/Equity (?)

0.21

0.35

0.45

0.56

1.24

Total Debt/Equity (?)

0.41

0.57

0.71

0.82

1.71

Long Term Debt/Total Capital (?)

0.15

0.22

0.26

0.31

0.46

Total Debt/Total Capital (?)

0.29

0.36

0.42

0.45

0.63

Interest Coverage (?)

250.21

375.02

-32.86

484.20

106.50

Payout Ratio (?)

26.67%

53.81%

0.00%

-

-

Effective Tax Rate (?)

0.00%

0.00%

-

0.00%

-

Total Capital1 (?)

3,020.6

2,903.4

2,968.5

3,181.1

2,643.5

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

0.67

0.55

0.40

0.64

-

Inventory Turnover (?)

4.27

3.46

2.72

3.63

-

Days In Inventory (?)

85.52

105.35

133.99

100.63

-

Receivables Turnover (?)

9.48

7.63

5.14

13.07

-

Days Receivables Outstanding (?)

38.50

47.81

71.00

27.94

-

Revenue/Employee2 (?)

843,722

733,811

-

-

-

Operating Income/Employee2 (?)

159,486

142,196

-

-

-

EBITDA/Employee2 (?)

235,371

215,134

-

-

-

 

 

 

 

 

 

Profitability

Gross Margin (?)

25.03%

26.07%

7.62%

29.25%

11.34%

Operating Margin (?)

18.90%

19.38%

-3.78%

21.57%

1.76%

EBITDA Margin (?)

27.90%

29.32%

9.11%

29.65%

12.85%

EBIT Margin (?)

18.98%

19.43%

-3.67%

21.61%

1.78%

Pretax Margin (?)

23.99%

18.41%

-14.19%

32.43%

-10.27%

Net Profit Margin (?)

23.99%

18.41%

-14.19%

32.43%

-10.27%

COGS/Revenue (?)

74.97%

73.93%

92.38%

70.75%

88.66%

SG&A Expense/Revenue (?)

5.30%

5.62%

6.20%

4.79%

2.97%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

16.11%

10.17%

-5.69%

20.85%

-

Return on Equity (?)

28.11%

20.44%

-12.58%

57.16%

-

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

0.39

0.34

0.21

0.46

0.25

Operating Cash Flow/Share 2 (?)

0.46

0.38

0.28

0.53

0.30

1-ExchangeRate: BHD to USD Period End Date

0.377

0.377

0.377

0.377

0.376

2-ExchangeRate: BHD to USD Average for Period

0.377

0.377

0.377

0.377

0.376

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

8.67

Market Cap/Equity (MRQ) (?)

0.81

Market Cap/Revenue (TTM) (?)

0.83

Market Cap/EBIT (TTM) (?)

10.51

Market Cap/EBITDA (TTM) (?)

4.59

Enterprise Value/Earnings (TTM) (?)

11.96

Enterprise Value/Equity (MRQ) (?)

1.11

Enterprise Value/Revenue (TTM) (?)

1.14

Enterprise Value/EBIT (TTM) (?)

14.50

Enterprise Value/EBITDA (TTM) (?)

6.34

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.54.39

UK Pound

1

Rs.82.32

Euro

1

Rs.69.54

 

 

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.