MIRA INFORM REPORT

 

 

Report Date :

12.11.2013

 

IDENTIFICATION DETAILS

 

Name :

TANDLIANWALA SUGAR MILLS LTD.

 

 

Registered Office :

32-N, Industrial Area, Gulberg-II, Lahore, 54660

 

 

Country :

Pakistan

 

 

Financials (as on) :

30.09.2012

 

 

Date of Incorporation :

01.11.1988

 

 

Legal Form :

Public Independent

 

 

Line of Business :

Production and sale of white crystalline sugar and ethanol.

 

 

No. of Employees :

766

 

RATING & COMMENTS

 

MIRA’s Rating :

B

 

RATING

STATUS

PROPOSED CREDIT LINE

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

Small

 

Status :

Moderate

 

 

Payment Behaviour :

Slow but correct

 

 

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)

Pakistan

B2

B2

 

Risk Category

ECGC

Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

PAKISTAN - ECONOMIC OVERVIEW

 

Decades of internal political disputes and low levels of foreign investment have led to slow growth and underdevelopment in Pakistan. Agriculture accounts for more than one-fifth of output and two-fifths of employment. Textiles account for most of Pakistan's export earnings, and Pakistan's failure to expand a viable export base for other manufactures has left the country vulnerable to shifts in world demand. Official unemployment is under 6%, but this fails to capture the true picture, because much of the economy is informal and underemployment remains high. Over the past few years, low growth and high inflation, led by a spurt in food prices, have increased the amount of poverty - the UN Human Development Report estimated poverty in 2011 at almost 50% of the population. Inflation has worsened the situation, climbing from 7.7% in 2007 to almost 12% for 2011, before declining to 10% in 2012. As a result of political and economic instability, the Pakistani rupee has depreciated more than 40% since 2007. The government agreed to an International Monetary Fund Standby Arrangement in November 2008 in response to a balance of payments crisis. Although the economy has stabilized since the crisis, it has failed to recover. Foreign investment has not returned, due to investor concerns related to governance, energy, security, and a slow-down in the global economy. Remittances from overseas workers, averaging about $1 billion a month since March 2011, remain a bright spot for Pakistan. However, after a small current account surplus in fiscal year 2011 (July 2010/June 2011), Pakistan's current account turned to deficit in fiscal year 2012, spurred by higher prices for imported oil and lower prices for exported cotton. Pakistan remains stuck in a low-income, low-growth trap, with growth averaging about 3% per year from 2008 to 2012. Pakistan must address long standing issues related to government revenues and energy production in order to spur the amount of economic growth that will be necessary to employ its growing and rapidly urbanizing population, more than half of which is under 22. Other long term challenges include expanding investment in education and healthcare, adapting to the effects of climate change and natural disasters, and reducing dependence on foreign donors.

 

Source : CIA

 

 

 

 


company Name and Address

 

Tandlianwala Sugar Mills Ltd. 

 

 

 

32-N, Industrial Area, Gulberg-II

 

 

Lahore, 54660

Pakistan

 

 

Tel:

92-42-35712901

Fax:

92-42-35710929

 

 www.tsmlgroup.com

 

Employees:

766

Company Type:

Public Independent

Traded:

Karachi Stock Exchange:

TSML

Incorporation Date:

01-Nov-1988

Auditor:

KPMG Taseer Hadi & Co.

Financials in:

 USD (Mil)

Fiscal Year End:

30-Sep-2012

Reporting Currency:

Pakistan Rupee

Annual Sales:

91.9  1

Net Income:

0.5

Total Assets:

97.4  2

Market Value:

97.9

 

(05-Aug-2013)

 

Business Description

 

Tandlianwala Sugar Mills Ltd. is a Pakistan-based company engaged in the production and sale of white crystalline sugar and ethanol. The Company has two segments: Sugar division and Distillery division. The Sugar division is engaged in the manufacturing and sales of sugar. The Ethanol division is engaged in the manufacturing and sale of ethanol. For the fiscal year ended 30 September 2012, Tandlianwala Sugar Mills Ltd. revenues increased 8% to PKR8.38B. Net income decreased 90% to PKR49.5M. Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. Basic Earnings per Share excluding Extraordinary Items decreased from PKR4.20 to PKR0.42.

 

 

Industry

 

Industry

Food Manufacturing

ANZSIC 2006:

1181 - Sugar Manufacturing

ISIC Rev 4:

1072 - Manufacture of sugar

NACE Rev 2:

1081 - Manufacture of sugar

NAICS 2012:

311314 - Cane Sugar Manufacturing

UK SIC 2007:

1081 - Manufacture of sugar

US SIC 1987:

2061 - Cane Sugar, Except Refining

 

 

Key Executives

 

Name

Title

Haroon Akhtar Khan

Chief Executive Officer, Executive Director

Ahmad Jehanzeb Khan

Chief Financial Officer, Company Secretary

Akbar Khan

Non-Executive Chairman of the Board

Rasheeda Begum

Non-Executive Director

Nazli Jamal

Director

 

 

Significant Developments

 

Topic

#*

Most Recent Headline

Date

Dividends

1

Tandlianwala Sugar Mills Ltd Not To Pay Dividend

1-Aug-2013

 

* Number of significant developments within the last 12 months

 

 

News     

 

Title

Date

Lahore Stock Exchange Market Stats: TANDLIANWALA SUGAR MILLS LTD
Plus News (22 Words)

2-Oct-2013

Tandlianwala Sugar Mills Limiteds financial results for the nine months period ended June 30, 2013
Pakistan Newswire (1597 Words)

1-Aug-2013

Board Meeting announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (115 Words)

3-Jun-2013

Tandlianwala Sugar Mills Limiteds financial results for the 1st quarter ended December 31, 2012
Pakistan Newswire (428 Words)

5-Mar-2013

Financial Results for the 1st Quarter Ended December 31, 2012 announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (298 Words)

4-Mar-2013

Commerce: Schedule of companies' board meetings
Pakistan Press International (346 Words)

25-Feb-2013

 

 

Financial Summary

 

As of 30-Sep-2012

Key Ratios

Company

Industry

Sales 5 Year Growth

31.73

6.97

Net Profit Margin (TTM) %

0.59

7.06

 

 

Stock Snapshot

 

Traded: Karachi Stock Exchange: TSML

As of 5-Aug-2013

Financials in: PKR

Recent Price

84.71

 

EPS

0.42

52 Week High

91.26

 

Price/Sales

1.19

52 Week Low

75.50

 

Price/Earnings

208.15

Avg. Volume (mil)

0.0000

 

Beta

-0.0065

Market Value (mil)

9,970.90

 

 

 

 

Price % Change

Rel S&P 500%

4 Week

0.0000%

-2.49%

13 Week

-5.88%

-4.04%

52 Week

2.06%

-28.07%

Year to Date

-0.34%

-25.62%

 

 

 

 

 

 

 

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = PKR 91.15218 
2 - Balance Sheet Item Exchange Rate: USD 1 = PKR 94.56771

 

 

Corporate Overview

 

Location
32-N, Industrial Area, Gulberg-II
Lahore, 54660
Pakistan

 

Tel:

92-42-35712901

Fax:

92-42-35710929

 

www.tsmlgroup.com

Quote Symbol - Exchange

TSML - Karachi Stock Exchange

Sales PKR(mil):

8,376.9

Assets PKR(mil):

9,208.4

Employees:

766

Fiscal Year End:

30-Sep-2012

 

Industry:

Food Processing

Incorporation Date:

01-Nov-1988

Company Type:

Public Independent

Quoted Status:

Quoted

 

Chief Executive Officer, Executive Director:

Haroon Akhtar Khan

 

 

Industry Codes

 

ANZSIC 2006 Codes:

1181

-

Sugar Manufacturing

1812

-

Basic Organic Chemical Manufacturing

 

ISIC Rev 4 Codes:

1072

-

Manufacture of sugar

2011

-

Manufacture of basic chemicals

 

NACE Rev 2 Codes:

1081

-

Manufacture of sugar

2014

-

Manufacture of other organic basic chemicals

 

NAICS 2012 Codes:

311314

-

Cane Sugar Manufacturing

325199

-

All Other Basic Organic Chemical Manufacturing

 

US SIC 1987:

2061

-

Cane Sugar, Except Refining

2869

-

Industrial Organic Chemicals, Not Elsewhere Classified

 

UK SIC 2007:

1081

-

Manufacture of sugar

2014

-

Manufacture of other organic basic chemicals

 

 

Business Description

Tandlianwala Sugar Mills Ltd. is a Pakistan-based company engaged in the production and sale of white crystalline sugar and ethanol. The Company has two segments: Sugar division and Distillery division. The Sugar division is engaged in the manufacturing and sales of sugar. The Ethanol division is engaged in the manufacturing and sale of ethanol. For the fiscal year ended 30 September 2012, Tandlianwala Sugar Mills Ltd. revenues increased 8% to PKR8.38B. Net income decreased 90% to PKR49.5M. Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. Basic Earnings per Share excluding Extraordinary Items decreased from PKR4.20 to PKR0.42.

 

More Business Descriptions

Manufacture of sugar from sugarcane

 

Financial Data

Financials in:

PKR(mil)

 

Revenue:

8,376.9

Net Income:

49.5

Assets:

9,208.4

Long Term Debt:

858.8

 

Total Liabilities:

6,818.8

 

Working Capital:

-0.1

 

 

 

Date of Financial Data:

30-Sep-2012

 

1 Year Growth

8.0%

-90.0%

NA

 



Market Data

Quote Symbol:

TSML

Exchange:

Karachi Stock Exchange

Currency:

PKR

Stock Price:

84.7

Stock Price Date:

08-05-2013

52 Week Price Change %:

2.1

Market Value (mil):

9,970,900.0

 

SEDOL:

6874555

ISIN:

PK0058001014

 

Equity and Dept Distribution:

'04 Rights Issue 67.5M. '05 Rights Issue 383.3M

 

 

Key Corporate Relationships

Auditor:

KPMG Taseer Hadi & Co.

Bank:

Allied Bank of Pakistan Ltd, MCB Bank Ltd, National Bank of Pakistan Ltd, Habib Bank Ltd, United Bank Ltd, Bank Alfalah Ltd

 

Auditor:

KPMG Taseer Hadi & Co., Taseer Hadi Khalid & Co

 

 

 

 

 

Executive Report

 

Board of Directors

 

 

Name

Title

Function

 

Akbar Khan

 

Non-Executive Chairman of the Board

Chairman

 

Rasheeda Begum

 

Non-Executive Director

Director/Board Member

 

Nazli Jamal

 

Director

Director/Board Member

 

Akbar Khan

 

Director

Director/Board Member

 

Ghazi Akhtar Khan

 

Non-Executive Director

Director/Board Member

 

Mobina Akbar Khan

 

Non-Executive Director

Director/Board Member

 

Tahir Farooq Malik

 

Non-Executive Director

Director/Board Member

 

Hameedullah Paracha

 

Director

Director/Board Member

 

Saeedullah Paracha

 

Director

Director/Board Member

 

Saeed Ullah Khan Paracha

 

Non-Executive Director

Director/Board Member

 

 

EXECUTIVES

 

 

Name

Title

Function

 

Haroon Akhtar Khan

 

Chief Executive Officer, Executive Director

Chief Executive Officer

 

Ahmad Jehanzeb Khan

 

Chief Financial Officer, Company Secretary

Company Secretary

 

 

 

Significant Developments

 

Tandlianwala Sugar Mills Ltd Not To Pay Dividend

Aug 01, 2013


Tandlianwala Sugar Mills Ltd announced that no cash dividend was declared or recommended for the nine months period ended June 30, 2013. 

 

 

 News

 

Lahore Stock Exchange Market Stats: TANDLIANWALA SUGAR MILLS LTD
Plus News (22 Words)

02-Oct-2013

Tandlianwala Sugar Mills Limiteds financial results for the nine months period ended June 30, 2013
Pakistan Newswire (1597 Words)

01-Aug-2013

Board Meeting announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (115 Words)

03-Jun-2013

Tandlianwala Sugar Mills Limiteds financial results for the 1st quarter ended December 31, 2012
Pakistan Newswire (428 Words)

05-Mar-2013

Financial Results for the 1st Quarter Ended December 31, 2012 announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (298 Words)

04-Mar-2013

Commerce: Schedule of companies' board meetings
Pakistan Press International (346 Words)

25-Feb-2013

Board Meeting announcements by Karachi Stock Exchange
Pakistan Press International (282 Words)

25-Feb-2013

Financial Results for the Year Ended 30-09-2012 announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (284 Words)

08-Feb-2013

Board Meeting announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (139 Words)

01-Feb-2013

Board Meeting announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (233 Words)

24-Jan-2013

Board Meeting announcement by Tandlianwala Sugar Mills Limited
Pakistan Press International (116 Words)

09-Jan-2013

 

 

Annual Income Statement

 

Financials in: USD (mil)

 

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

 

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal 
30-Sep-2012

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal 
30-Sep-2008

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate (Period Average)

91.152184

85.837473

84.63776

80.728123

65.977869

Auditor

 

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

Auditor Opinion

 

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

 

    Net Sales

91.9

-

-

-

-

    Gross Revenue

-

95.4

126.3

79.5

40.8

    Excise Tax Receipts

-

-5.0

-6.2

-7.6

-5.0

Revenue

91.9

90.4

120.2

71.9

35.9

Total Revenue

91.9

90.4

120.2

71.9

35.9

 

 

 

 

 

 

    Cost of Revenue

82.4

73.6

104.0

58.8

28.0

Cost of Revenue, Total

82.4

73.6

104.0

58.8

28.0

Gross Profit

9.5

16.8

16.2

13.1

7.9

 

 

 

 

 

 

    Selling/General/Administrative Expense

4.6

2.1

1.5

1.3

1.1

    Labor & Related Expense

-

1.8

1.9

1.4

0.9

Total Selling/General/Administrative Expenses

4.6

3.9

3.3

2.7

2.0

    Depreciation

-

0.2

0.2

0.3

0.3

Depreciation/Amortization

-

0.2

0.2

0.3

0.3

        Investment Income - Operating

-

-0.1

-0.1

0.0

-0.1

    Interest/Investment Income - Operating

-

-0.1

-0.1

0.0

-0.1

Interest Expense (Income) - Net Operating Total

-

-0.1

-0.1

0.0

-0.1

    Loss (Gain) on Sale of Assets - Operating

-

0.0

0.0

0.0

0.0

Unusual Expense (Income)

-

0.0

0.0

0.0

0.0

    Other Operating Expense

0.0

0.1

0.1

-

0.0

    Other, Net

-0.1

-0.1

-

0.0

0.0

Other Operating Expenses, Total

-0.1

0.0

0.1

0.0

0.0

Total Operating Expense

86.8

77.6

107.5

61.8

30.2

 

 

 

 

 

 

Operating Income

5.1

12.8

12.7

10.1

5.6

 

 

 

 

 

 

        Interest Expense - Non-Operating

-

-6.4

-5.6

-8.6

-7.7

    Interest Expense, Net Non-Operating

-

-6.4

-5.6

-8.6

-7.7

        Investment Income - Non-Operating

-

0.0

0.0

-

-

    Interest/Investment Income - Non-Operating

-

0.0

0.0

-

-

    Interest Income (Expense) - Net Non-Operating

-6.7

-

-

-

-

Interest Income (Expense) - Net Non-Operating Total

-6.7

-6.5

-5.6

-8.6

-7.7

    Other Non-Operating Income (Expense)

-

-0.3

-0.3

-

-

Other, Net

-

-0.3

-0.3

-

-

Income Before Tax

-1.6

6.0

6.8

1.5

-2.1

 

 

 

 

 

 

Total Income Tax

-2.2

0.3

3.0

1.1

1.2

Income After Tax

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Net Income Before Extraord Items

0.5

5.8

3.9

0.5

-3.3

Net Income

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Income Available to Common Excl Extraord Items

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

117.8

117.7

117.7

117.7

117.7

Basic EPS Excl Extraord Items

0.00

0.05

0.03

0.00

-0.03

Basic/Primary EPS Incl Extraord Items

0.00

0.05

0.03

0.00

-0.03

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

0.5

5.8

3.9

0.5

-3.3

Diluted Weighted Average Shares

117.8

117.7

117.7

117.7

117.7

Diluted EPS Excl Extraord Items

0.00

0.05

0.03

0.00

-0.03

Diluted EPS Incl Extraord Items

0.00

0.05

0.03

0.00

-0.03

Dividends per Share - Common Stock Primary Issue

0.00

0.00

0.00

0.00

0.00

Gross Dividends - Common Stock

0.0

0.0

0.0

0.0

0.0

Interest Expense, Supplemental

-

6.4

5.6

8.0

7.1

Interest Capitalized, Supplemental

-

-

-

-0.3

-0.5

Depreciation, Supplemental

-

3.3

3.4

1.6

1.9

Total Special Items

-

0.0

0.0

0.0

0.0

Normalized Income Before Tax

-1.6

6.0

6.8

1.5

-2.1

 

 

 

 

 

 

Effect of Special Items on Income Taxes

-

0.0

0.0

0.0

0.0

Inc Tax Ex Impact of Sp Items

-2.2

0.3

2.9

1.1

1.2

Normalized Income After Tax

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Normalized Inc. Avail to Com.

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Basic Normalized EPS

0.00

0.05

0.03

0.00

-0.03

Diluted Normalized EPS

0.00

0.05

0.03

0.00

-0.03

Rental Expenses

-

0.1

0.0

0.0

0.0

Normalized EBIT

5.1

12.7

12.5

10.1

5.5

Normalized EBITDA

5.1

16.0

16.0

11.7

7.4

    Current Tax - Total

-

0.9

0.8

0.4

0.0

Current Tax - Total

-

0.9

0.8

0.4

0.0

    Deferred Tax - Total

-

-0.6

2.1

0.7

1.2

Deferred Tax - Total

-

-0.6

2.1

0.7

1.2

Income Tax - Total

-

0.3

3.0

1.1

1.2

Interest Cost - Domestic

-

0.1

0.1

0.1

0.0

Service Cost - Domestic

-

0.1

0.1

0.1

0.1

Domestic Pension Plan Expense

-

0.2

0.2

0.1

0.1

Defined Contribution Expense - Domestic

-

-

-

0.5

0.5

Total Pension Expense

-

0.2

0.2

0.7

0.6

Discount Rate - Domestic

-

12.50%

12.50%

-

-

Compensation Rate - Domestic

-

11.50%

11.50%

-

-

Total Plan Interest Cost

-

0.1

0.1

0.1

0.0

Total Plan Service Cost

-

0.1

0.1

0.1

0.1

 

 

Annual Balance Sheet

 

 

Financials in: USD (mil)

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

UpdateType/Date

Updated Normal 
30-Sep-2012

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal 
30-Sep-2008

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate

94.567713

87.425

86.285

83.16

78.25

Auditor

 

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

Auditor Opinion

 

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

 

    Cash

-

2.7

0.6

0.3

0.1

Cash and Short Term Investments

-

2.7

0.6

0.3

0.1

    Trade Accounts Receivable - Net

-

0.1

0.0

0.0

0.3

    Other Receivables

-

1.1

0.4

3.0

2.7

Total Receivables, Net

-

1.2

0.4

3.0

3.0

    Inventories - Finished Goods

-

28.9

4.8

24.8

35.3

    Inventories - Other

-

6.2

5.0

5.0

5.2

Total Inventory

-

35.1

9.8

29.7

40.6

Prepaid Expenses

-

0.9

0.5

0.3

0.3

    Other Current Assets

-

0.3

0.1

0.0

0.0

Other Current Assets, Total

-

0.3

0.1

0.0

0.0

Total Current Assets

-

40.3

11.4

33.4

44.0

 

 

 

 

 

 

        Buildings

-

12.9

12.5

11.7

10.0

        Land/Improvements

-

1.5

1.5

0.9

1.0

        Machinery/Equipment

-

55.9

55.4

56.6

45.3

        Construction in Progress

-

4.6

0.1

0.0

15.2

        Leases

-

4.8

5.7

5.9

5.1

        Other Property/Plant/Equipment

-

0.5

0.5

0.5

0.4

    Property/Plant/Equipment - Gross

-

80.1

75.7

75.7

76.9

    Accumulated Depreciation

-

-15.8

-12.9

-9.9

-8.9

Property/Plant/Equipment - Net

-

64.3

62.8

65.8

68.0

    LT Investments - Other

-

0.7

0.6

0.7

0.6

Long Term Investments

-

0.7

0.6

0.7

0.6

Total Assets

-

105.3

74.8

99.9

112.6

 

 

 

 

 

 

Accounts Payable

-

7.9

7.8

2.3

6.0

Accrued Expenses

-

3.6

2.9

5.2

2.1

Notes Payable/Short Term Debt

-

28.0

5.6

16.9

23.3

Current Portion - Long Term Debt/Capital Leases

-

4.6

6.0

9.7

7.2

    Dividends Payable

-

0.1

0.1

0.1

0.1

    Customer Advances

-

3.1

0.3

0.0

4.8

    Income Taxes Payable

-

1.1

0.8

0.2

0.1

    Other Payables

-

0.1

0.1

0.0

0.0

    Other Current Liabilities

-

1.5

1.3

0.5

0.2

Other Current liabilities, Total

-

5.9

2.6

0.8

5.2

Total Current Liabilities

-

50.1

24.8

34.9

43.7

 

 

 

 

 

 

    Long Term Debt

-

8.4

10.1

13.4

23.3

    Capital Lease Obligations

-

1.5

0.9

1.2

2.0

Total Long Term Debt

-

9.8

11.0

14.6

25.3

Total Debt

-

42.5

22.6

41.2

55.8

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

-

3.8

4.5

2.5

1.9

Deferred Income Tax

-

3.8

4.5

2.5

1.9

    Pension Benefits - Underfunded

-

0.9

0.7

0.5

0.4

    Other Long Term Liabilities

-

13.4

11.9

28.5

21.6

Other Liabilities, Total

-

14.3

12.5

29.0

22.1

Total Liabilities

-

78.0

52.9

81.1

93.0

 

 

 

 

 

 

    Common Stock

-

13.5

13.6

14.2

15.0

Common Stock

-

13.5

13.6

14.2

15.0

Additional Paid-In Capital

-

3.3

3.4

3.5

3.7

Retained Earnings (Accumulated Deficit)

-

10.5

5.0

1.2

0.8

Total Equity

-

27.3

22.0

18.8

19.6

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

-

105.3

74.8

99.9

112.6

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

-

117.7

117.7

117.7

117.7

Total Common Shares Outstanding

-

117.7

117.7

117.7

117.7

Number of Common Shareholders

-

771

-

1,074

1,223

Deferred Revenue - Current

-

3.1

0.3

0.0

4.8

Deferred Revenue - Long Term

-

11.6

3.6

27.7

21.4

Total Long Term Debt, Supplemental

-

12.3

16.3

21.7

29.0

Long Term Debt Maturing within 1 Year

-

3.9

6.1

8.3

5.8

Long Term Debt Maturing in Year 2

-

2.1

2.5

3.4

5.8

Long Term Debt Maturing in Year 3

-

2.1

2.5

3.4

5.8

Long Term Debt Maturing in Year 4

-

2.1

2.5

3.4

5.8

Long Term Debt Maturing in Year 5

-

2.1

2.5

3.4

5.8

Long Term Debt Maturing in 2-3 Years

-

4.2

5.1

6.7

11.6

Long Term Debt Maturing in 4-5 Years

-

4.2

5.1

6.7

11.6

Long Term Debt Matur. in Year 6 & Beyond

-

0.0

0.0

0.0

0.0

Total Capital Leases, Supplemental

-

2.2

1.3

2.5

3.4

Capital Lease Payments Due in Year 1

-

0.7

0.4

1.3

1.4

Capital Lease Payments Due in Year 2

-

0.4

0.2

0.3

0.5

Capital Lease Payments Due in Year 3

-

0.4

0.2

0.3

0.5

Capital Lease Payments Due in Year 4

-

0.4

0.2

0.3

0.5

Capital Lease Payments Due in Year 5

-

0.4

0.2

0.3

0.5

Capital Lease Payments Due in 2-3 Years

-

0.7

0.4

0.6

1.0

Capital Lease Payments Due in 4-5 Years

-

0.7

0.4

0.6

1.0

Pension Obligation - Domestic

-

0.8

0.6

0.5

0.4

Funded Status - Domestic

-

-0.8

-0.6

-0.5

-0.4

Total Funded Status

-

-0.8

-0.6

-0.5

-0.4

Discount Rate - Domestic

-

12.50%

12.50%

-

-

Compensation Rate - Domestic

-

11.50%

11.50%

-

-

Accrued Liabilities - Domestic

-

-0.9

-0.7

-0.5

-0.4

Net Assets Recognized on Balance Sheet

-

-0.9

-0.7

-0.5

-0.4

Total Plan Obligations

-

0.8

0.6

0.5

0.4

 

 

Annual Cash Flows

 

 

Financials in: USD (mil)

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal 
30-Sep-2012

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate (Period Average)

91.152184

85.837473

84.63776

80.728123

65.977869

Auditor

 

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

Auditor Opinion

 

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

 

Net Income/Starting Line

-

6.0

6.8

1.5

-2.1

    Depreciation

-

3.3

3.4

1.6

1.9

Depreciation/Depletion

-

3.3

3.4

1.6

1.9

    Unusual Items

-

0.0

0.0

0.0

0.0

    Other Non-Cash Items

-

7.1

6.6

8.8

7.8

Non-Cash Items

-

7.1

6.5

8.8

7.8

    Accounts Receivable

-

-1.1

2.5

-0.2

9.2

    Inventories

-

-25.9

19.2

8.7

-14.0

    Accounts Payable

-

3.6

5.9

-5.7

-2.1

    Other Operating Cash Flow

-

-7.4

-8.2

-7.6

-8.2

Changes in Working Capital

-

-30.8

19.4

-4.8

-15.1

Cash from Operating Activities

-

-14.4

36.2

7.1

-7.5

 

 

 

 

 

 

    Purchase of Fixed Assets

-

-5.6

-2.9

-3.1

-27.6

Capital Expenditures

-

-5.6

-2.9

-3.1

-27.6

    Sale of Fixed Assets

-

0.0

0.0

0.0

0.0

    Other Investing Cash Flow

-

-0.2

0.1

-0.2

6.3

Other Investing Cash Flow Items, Total

-

-0.1

0.2

-0.1

6.3

Cash from Investing Activities

-

-5.7

-2.7

-3.2

-21.2

 

 

 

 

 

 

    Other Financing Cash Flow

-

1.7

-15.9

8.4

25.4

Financing Cash Flow Items

-

1.7

-15.9

8.4

25.4

    Cash Dividends Paid - Common

-

-

-

-0.1

0.0

Total Cash Dividends Paid

-

-

-

-0.1

0.0

        Sale/Issuance of Common

-

-

-

-

0.0

    Common Stock, Net

-

-

-

-

0.0

Issuance (Retirement) of Stock, Net

-

-

-

-

0.0

        Short Term Debt Issued

-

-

-

-

1.8

    Short Term Debt, Net

-

23.0

-10.9

-5.2

1.8

        Long Term Debt Issued

-

1.7

1.3

0.4

-

    Long Term Debt, Net

-

-2.5

-6.4

-6.9

0.8

Issuance (Retirement) of Debt, Net

-

20.5

-17.3

-12.1

2.6

Cash from Financing Activities

-

22.2

-33.2

-3.7

28.0

 

 

 

 

 

 

Net Change in Cash

-

2.1

0.3

0.2

-0.8

 

 

 

 

 

 

Net Cash - Beginning Balance

-

0.6

0.3

0.1

0.9

Net Cash - Ending Balance

-

2.7

0.6

0.3

0.2

Cash Interest Paid

-

6.3

7.7

7.4

8.0

Cash Taxes Paid

-

1.1

0.3

0.2

0.2

 

 

ANNUAL INCOME STATEMENT

 

 

Financials in: USD (mil)

 

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

 

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal 
30-Sep-2012

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal 
30-Sep-2008

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate (Period Average)

91.152184

85.837473

84.63776

80.728123

65.977869

Auditor

 

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

Auditor Opinion

 

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

 

    Sales

91.9

-

-

-

-

    Sugar

-

78.6

118.7

74.2

37.9

    Ethanol

-

15.8

5.2

2.3

0.0

    Molasses

-

1.0

2.5

3.0

3.0

    Sales Tax

-

-5.0

-6.2

-7.6

-5.0

Total Revenue

91.9

90.4

120.2

71.9

35.9

 

 

 

 

 

 

    Cost of Sales

82.4

73.6

104.0

58.8

28.0

    AdmininstrativeExpenses

2.9

0.9

0.9

1.0

0.9

    Employee Expenses

-

1.5

1.4

1.3

0.9

    Depreciation

-

0.2

0.2

0.3

0.3

    Other Expenses

0.0

0.1

0.1

-

0.0

    Selling and Distributions

1.7

1.2

0.6

0.4

0.1

    Workers' Profit Participation Fund

-

0.3

0.4

0.1

0.0

    Workers Welfare Fund

-

-

0.1

0.0

0.0

    Workers Welfare Fund

-

-0.1

-

-

-

    Profit on Sale of Assets

-

0.0

0.0

0.0

0.0

    Sale of Scrap

-

-

-

-

0.0

    Profit on Savings accounts

-

-0.1

-0.1

0.0

-0.1

    Other Income

-0.1

-

-

0.0

0.0

Total Operating Expense

86.8

77.6

107.5

61.8

30.2

 

 

 

 

 

 

    Finance cost

-6.7

-

-

-

-

    Interest and Mark Up

-

-6.3

-5.3

-8.6

-7.7

    Finance Cost on Finance Leases

-

-0.1

-0.2

-

-

    Exchange Loss

-

0.0

0.0

-

-

    Bank and Other Charges

-

-0.2

-0.3

-

-

    Workers' Profit Participation Fund

-

-0.1

0.0

-

-

Net Income Before Taxes

-1.6

6.0

6.8

1.5

-2.1

 

 

 

 

 

 

Provision for Income Taxes

-2.2

0.3

3.0

1.1

1.2

Net Income After Taxes

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Net Income Before Extra. Items

0.5

5.8

3.9

0.5

-3.3

Net Income

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Income Available to Com Excl ExtraOrd

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Basic Weighted Average Shares

117.8

117.7

117.7

117.7

117.7

Basic EPS Excluding ExtraOrdinary Items

0.00

0.05

0.03

0.00

-0.03

Basic EPS Including ExtraOrdinary Items

0.00

0.05

0.03

0.00

-0.03

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

0.5

5.8

3.9

0.5

-3.3

Diluted Weighted Average Shares

117.8

117.7

117.7

117.7

117.7

Diluted EPS Excluding ExtraOrd Items

0.00

0.05

0.03

0.00

-0.03

Diluted EPS Including ExtraOrd Items

0.00

0.05

0.03

0.00

-0.03

DPS-Common Stock

0.00

0.00

0.00

0.00

0.00

Gross Dividends - Common Stock

0.0

0.0

0.0

0.0

0.0

Normalized Income Before Taxes

-1.6

6.0

6.8

1.5

-2.1

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

-2.2

0.3

2.9

1.1

1.2

Normalized Income After Taxes

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Normalized Inc. Avail to Com.

0.5

5.8

3.9

0.5

-3.3

 

 

 

 

 

 

Basic Normalized EPS

0.00

0.05

0.03

0.00

-0.03

Diluted Normalized EPS

0.00

0.05

0.03

0.00

-0.03

Interest Expense

-

6.4

5.6

8.0

7.1

Interest Capitalized, Supplemental

-

-

-

-0.3

-0.5

Depreciation

-

3.3

3.4

1.6

1.9

Rent

-

0.1

0.0

0.0

0.0

    Current Tax

-

0.9

0.8

0.4

0.0

Current Tax - Total

-

0.9

0.8

0.4

0.0

    Deferred Tax

-

-0.6

2.1

0.7

1.2

Deferred Tax - Total

-

-0.6

2.1

0.7

1.2

Income Tax - Total

-

0.3

3.0

1.1

1.2

Service Cost

-

0.1

0.1

0.1

0.1

Interest Cost

-

0.1

0.1

0.1

0.0

Domestic Pension Plan Expense

-

0.2

0.2

0.1

0.1

Contribution to Gratuity

-

-

-

0.5

0.5

Total Pension Expense

-

0.2

0.2

0.7

0.6

Discount Rate - Domestic

-

12.50%

12.50%

-

-

Compensation Rate - Domestic

-

11.50%

11.50%

-

-

 

 

ANNUAL BALANCE SHEET

 

 

Financials in: USD (mil)

 

 

 

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

30-Sep-2007

UpdateType/Date

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal 
30-Sep-2008

Reclassified Normal 
30-Sep-2008

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate

87.425

86.285

83.16

78.25

60.71

Auditor

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

KPMG Taseer Hadi & Co.

Auditor Opinion

Unqualified

Unqualified

Unqualified

 

Unqualified

 

 

 

 

 

 

    Cash and Bank Balances

2.7

0.6

0.3

0.1

1.0

    Stores and Spares

6.2

5.0

5.0

5.2

5.4

    Stock in trade

28.9

4.8

24.8

-

-

    Finished Goods - Sugar

-

-

-

35.3

31.6

    Advances, Deposits and Other

1.1

0.4

3.0

2.7

-

    Advance Income tax

0.9

0.4

0.3

0.2

0.1

    Deposits

0.3

0.1

0.0

0.0

-

    Prepayments

0.1

0.1

0.0

0.0

0.1

    Deposit

-

-

-

-

0.0

    Advances, Deposits and Other

-

-

-

-

13.6

    Trade Debtors

0.1

0.0

0.0

0.3

0.3

    Workers welfare fund

-

-

0.0

0.0

-

Total Current Assets

40.3

11.4

33.4

44.0

52.2

 

 

 

 

 

 

    Freehold Land

1.5

1.5

0.9

1.0

1.3

    Building and Roads

12.9

12.5

11.7

10.0

2.1

    Plant and Machinery

53.3

53.3

54.6

43.7

39.7

    Furniture and Fixtures

0.1

0.1

0.1

0.1

0.1

    Telephone Installations

0.0

0.0

0.0

0.0

0.0

    Vehicles

1.4

1.1

1.0

0.7

0.8

    Office Equipment

0.5

0.5

0.5

0.3

0.3

    Eletrical Equipment

0.5

0.4

0.4

0.3

0.2

    Workshop and Agricultural

0.4

0.4

0.4

0.3

0.2

    Tubewell

0.1

0.1

0.1

0.1

0.0

    Arms and Ammunition

0.0

0.0

0.0

0.0

0.0

    Laboratory Equipment

0.1

0.1

0.1

0.1

0.0

    Leased Plant and Machinery

4.4

0.8

5.1

4.0

4.1

    Leased Vehicles

0.3

4.9

0.8

1.0

0.9

    Accumulated Depreciation

-15.8

-12.9

-9.9

-8.9

-9.4

    Capital Work In Progress

4.6

0.1

0.0

15.2

26.7

    Long Term Deposits - Unsecured

0.7

0.6

0.7

0.6

-

    Security Deposits

-

-

-

-

0.6

Total Assets

105.3

74.8

99.9

112.6

119.6

 

 

 

 

 

 

    Current Portion of Long Term Loans

3.9

5.6

9.7

5.8

3.2

    Current Portion of Long Term Lease

0.7

0.4

-

1.4

1.3

    Short Term Borrowings

28.0

5.6

16.9

23.3

28.1

    Trade Creditors

5.8

6.8

1.7

0.7

1.3

    Creditors for Capital Expenditure

1.7

0.5

0.7

5.3

6.9

    Contractors & Suppliers

0.5

0.4

-

-

-

    Advances from Customers

3.1

0.3

0.0

4.8

6.8

    Retention Money Payable

0.1

0.1

-

-

-

    Sales Tax Payable

1.9

1.7

2.0

0.0

1.2

    Income Tax Deducted at Source

0.0

0.0

0.1

0.1

0.0

    Excise Duty Payable

-

-

0.0

0.0

0.0

    Workers' Profit Participation Fund

0.7

0.4

0.1

0.0

0.0

    Workers Welfare Fund

0.0

0.1

0.0

0.0

0.0

    Dividend Payable

0.1

0.1

0.1

0.1

0.1

    Accrued Liabilities

0.4

0.2

0.4

0.2

0.3

    Other Liabilities

0.8

0.8

0.4

0.2

0.2

    Markup on Short Term Borrowings

1.1

0.5

1.6

0.9

1.5

    Markup on Long Term Borrowings

0.2

0.5

1.2

0.9

1.1

    Markup on Finance Leases

0.0

0.0

0.0

0.0

0.0

    Provision for Tax

1.1

0.8

0.2

0.0

0.2

Total Current Liabilities

50.1

24.8

34.9

43.7

52.4

 

 

 

 

 

 

    Loans from Directors

0.2

3.5

5.5

5.4

6.2

    Long Term Loans - Secured

8.1

6.6

7.9

17.8

27.1

    Finance leases

1.5

0.9

1.2

2.0

3.2

Total Long Term Debt

9.8

11.0

14.6

25.3

36.5

 

 

 

 

 

 

    Retention money payable

-

-

0.0

0.2

-

    Other Long Term Liabilities

-

-

-

-

0.2

    Deferred Tax

3.8

4.5

2.5

1.9

1.2

    Deferred Gratuity

0.9

0.7

0.5

0.4

0.4

    Advance from Customer

11.6

3.6

27.7

21.4

0.0

    Other long term payable

1.8

8.3

0.7

0.0

-

Total Liabilities

78.0

52.9

81.1

93.0

90.8

 

 

 

 

 

 

    Common Shares

13.5

13.6

14.2

15.0

19.4

    Share Premium

3.3

3.4

3.5

3.7

4.8

    Accumulated Profit

10.5

5.0

1.2

0.8

4.7

Total Equity

27.3

22.0

18.8

19.6

28.8

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

105.3

74.8

99.9

112.6

119.6

 

 

 

 

 

 

    S/O-Common Stock

117.7

117.7

117.7

117.7

117.7

Total Common Shares Outstanding

117.7

117.7

117.7

117.7

117.7

Deferred Revenue Current

3.1

0.3

0.0

4.8

6.8

Deferred Revenue Non Current

11.6

3.6

27.7

21.4

0.0

Number of Shareholders

771

-

1,074

1,223

1,282

Long Term Debt Maturing within 1 year

3.9

6.1

8.3

5.8

-

Long Term Debt Maturing within 1-5 years

8.4

10.2

13.4

23.3

-

Total Long Term Debt, Supplemental

12.3

16.3

21.7

29.0

-

Capital Leases Due within 1 Year

0.7

0.4

1.3

1.4

1.3

Capital Leases Due within 1-5 Years

1.5

0.9

1.2

2.0

3.2

Total Capital Leases, Supplemental

2.2

1.3

2.5

3.4

4.5

PV of Defined Benefit Obligation

0.8

0.6

0.5

0.4

0.4

Funded Status

-0.8

-0.6

-0.5

-0.4

-0.4

Total Funded Status

-0.8

-0.6

-0.5

-0.4

-0.4

Compensation Rate - Domestic

11.50%

11.50%

-

-

-

Discount Rate - Domestic

12.50%

12.50%

-

-

-

Accrued Liabilities

-0.9

-0.7

-0.5

-0.4

-0.4

Net Assets Recognized on Balance Sheet

-0.9

-0.7

-0.5

-0.4

-0.4

 

 

ANNUAL CASH FLOWS

 

 

Financials in: USD (mil)

 

 

 

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

30-Sep-2007

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2011

Updated Normal 
30-Sep-2009

Updated Normal 
30-Sep-2008

Updated Normal 
30-Sep-2007

Filed Currency

PKR

PKR

PKR

PKR

PKR

Exchange Rate (Period Average)

85.837473

84.63776

80.728123

65.977869

60.674255

Auditor

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

KPMG Taseer Hadi & Co.

 

KPMG Taseer Hadi & Co.

Auditor Opinion

Unqualified

Unqualified

Unqualified

 

Unqualified

 

 

 

 

 

 

Net Income

6.0

6.8

1.5

-2.1

0.4

    Depreciation

3.3

3.4

1.6

1.9

1.1

    Sale of Fixed Asset

0.0

0.0

0.0

0.0

0.0

    Financial Charges

6.8

5.8

8.6

7.7

6.0

    Wrokers Profit Fund

0.3

0.4

0.1

0.0

0.0

    Workers Welfare Fund

-0.1

0.1

0.0

0.0

0.0

    Staff Retirement Benefits

0.2

0.2

0.1

0.1

0.1

    Trade Debtors

-0.1

0.0

0.3

-0.1

0.1

    Stores, Spares and Tools

-1.3

-0.3

0.0

-1.2

-0.6

    Advances, Deposits and Other

-1.0

2.5

-0.5

9.2

-9.4

    Stock in Trade

-24.6

19.5

8.7

-12.8

-12.0

    Creditors and Other Liabilities

3.6

5.9

-5.7

-2.1

10.2

    Financial Charges Paid

-6.3

-7.7

-7.4

-8.0

-6.7

    Staff Retirement Benefits

0.0

0.0

0.0

0.0

0.0

    WPPF Paid

0.0

-0.1

0.0

0.0

-0.1

    Workers Welfare Fund Paid

0.0

0.0

0.0

0.0

0.0

    Taxes Paid

-1.1

-0.3

-0.2

-0.2

-0.2

Cash from Operating Activities

-14.4

36.2

7.1

-7.5

-11.2

 

 

 

 

 

 

    Capital Expenditures

-5.6

-2.9

-3.1

-27.6

-0.8

    Sale of Fixed Assets

0.0

0.0

0.0

0.0

0.0

    Additions to Capital Work In Progress

-

-

-

-

-11.7

    Capital Work in Progress

-

-

-

6.5

-

    Lease Deposits

-0.2

0.1

-0.2

-0.2

-0.1

Cash from Investing Activities

-5.7

-2.7

-3.2

-21.2

-12.6

 

 

 

 

 

 

    Change in Long Term Loans

-4.9

-6.7

-6.2

0.1

4.6

    Dividends paid

-

-

-0.1

0.0

-

    Short Term Borrowing

23.0

-10.9

-5.2

-

-

    Retention money payable

-

-

-0.1

-

-

    Increase in Short Term Borrowing

-

-

-

1.8

2.7

    Decrease in Other Long Term Liabilities

-

-

-

0.1

0.1

    Loan from directors

1.7

1.3

0.4

-

-

    Increase in Loan from Directors

-

-

-

0.8

0.7

    Proceeds from Issue of Right Shares

-

-

-

0.0

10.2

    Lease rentals paid

0.8

-1.1

-1.1

-

-

    Increase in Lease Liability

-

-

-

-0.1

0.9

    Advance From Customers

1.7

-15.9

8.6

25.4

-

Cash from Financing Activities

22.2

-33.2

-3.7

28.0

19.2

 

 

 

 

 

 

Net Change in Cash

2.1

0.3

0.2

-0.8

-4.7

 

 

 

 

 

 

Cash - Beginning Balance

0.6

0.3

0.1

0.9

5.7

Cash - Ending Balance

2.7

0.6

0.3

0.2

1.0

    Cash Interest Paid

6.3

7.7

7.4

8.0

6.7

    Cash Taxes Paid

1.1

0.3

0.2

0.2

0.2

 

 

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
30-Sep-2012

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

35.2

7.47%

91.9

7.96%

13.00%

31.73%

Operating Income1 (?)

3.0

-23.95%

5.1

-58.01%

-17.33%

3.51%

Income Available to Common Excl Extraord Items1 (?)

3.5

35.36%

0.5

-90.00%

9.27%

65.29%

Basic EPS Excl Extraord Items1 (?)

0.03

34.55%

0.00

-90.00%

9.26%

51.69%

Capital Expenditures2 (?)

5.0

550.04%

-

-

-

-

Cash from Operating Activities2 (?)

-37.9

-

-

-

-

-

Free Cash Flow (?)

-41.0

-

-

-

-

-

Total Assets3 (?)

137.2

11.22%

-

-

-

-

Total Liabilities3 (?)

114.9

13.66%

-

-

-

-

Total Long Term Debt3 (?)

23.8

169.78%

-

-

-

-

Total Common Shares Outstanding3 (?)

117.7

0.00%

-

-

-

-

1-ExchangeRate: PKR to USD Average for Period

94.500734

 

91.152184

 

 

 

2-ExchangeRate: PKR to USD Average for Period

90.133975

 

 

 

 

 

3-ExchangeRate: PKR to USD Period End Date

94.400002

 

 

 

 

 

Key Ratios

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Profitability

Gross Margin (?)

10.37%

18.53%

13.49%

18.20%

21.90%

Operating Margin (?)

5.50%

14.14%

10.57%

14.04%

15.69%

Pretax Margin (?)

-1.77%

6.67%

5.70%

2.15%

-5.89%

Net Profit Margin (?)

0.59%

6.37%

3.24%

0.65%

-9.27%

Financial Strength

Interest Coverage (?)

0.76

-

-

-

-

Current Ratio (?)

-

0.80

0.46

0.96

1.01

Long Term Debt/Equity (?)

-

0.36

0.50

0.78

1.29

Total Debt/Equity (?)

-

1.55

1.03

2.19

2.85

Management Effectiveness

Return on Assets (?)

-

6.31%

4.46%

0.44%

-2.73%

Return on Equity (?)

-

23.08%

19.04%

2.45%

-13.37%

Efficiency

Receivables Turnover (?)

-

111.82

70.89

23.85

18.89

Inventory Turnover (?)

-

3.23

5.30

1.68

0.68

Asset Turnover (?)

-

0.99

1.38

0.68

0.29

Market Valuation USD (mil)

P/E (TTM) (?)

215.03

.

Enterprise Value2 (?)

105.4

Price/Sales (TTM) (?)

1.19

.

Enterprise Value/Revenue (TTM) (?)

1.19

Enterprise Value/EBITDA (TTM) (?)

21.64

.

Market Cap1 (?)

97.9

1-ExchangeRate: PKR to USD on 5-Aug-2013

101.800013

 

 

 

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

94.567713

 

 

 

 

 

Annual Ratio

 

Financials in: USD (mil)

 

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

 



 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Financial Strength

Current Ratio (?)

-

0.80

0.46

0.96

1.01

Quick/Acid Test Ratio (?)

-

0.08

0.04

0.10

0.07

Working Capital1 (?)

-

-9.8

-13.4

-1.6

0.2

Long Term Debt/Equity (?)

-

0.36

0.50

0.78

1.29

Total Debt/Equity (?)

-

1.55

1.03

2.19

2.85

Long Term Debt/Total Capital (?)

-

0.14

0.25

0.24

0.34

Total Debt/Total Capital (?)

-

0.61

0.51

0.69

0.74

Interest Coverage (?)

0.76

-

-

-

-

Payout Ratio (?)

0.00%

0.00%

0.00%

0.00%

0.00%

Effective Tax Rate (?)

-

4.41%

43.14%

69.61%

-

Total Capital1 (?)

-

69.8

44.6

60.0

75.4

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

-

0.99

1.38

0.68

0.29

Inventory Turnover (?)

-

3.23

5.30

1.68

0.68

Days In Inventory (?)

-

113.12

68.86

216.99

535.39

Receivables Turnover (?)

-

111.82

70.89

23.85

18.89

Days Receivables Outstanding (?)

-

3.26

5.15

15.30

19.33

 

 

 

 

 

 

Profitability

Gross Margin (?)

10.37%

18.53%

13.49%

18.20%

21.90%

Operating Margin (?)

5.50%

14.14%

10.57%

14.04%

15.69%

EBITDA Margin (?)

5.50%

17.75%

13.41%

16.28%

20.99%

EBIT Margin (?)

5.50%

14.14%

10.57%

14.04%

15.69%

Pretax Margin (?)

-1.77%

6.67%

5.70%

2.15%

-5.89%

Net Profit Margin (?)

0.59%

6.37%

3.24%

0.65%

-9.27%

COGS/Revenue (?)

89.63%

81.47%

86.51%

81.80%

78.10%

SG&A Expense/Revenue (?)

5.03%

4.31%

2.78%

3.82%

5.59%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

-

6.31%

4.46%

0.44%

-2.73%

Return on Equity (?)

-

23.08%

19.04%

2.45%

-13.37%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

-

-0.17

0.28

0.03

-0.25

Operating Cash Flow/Share 2 (?)

-

-0.12

0.30

0.06

-0.05

1-ExchangeRate: PKR to USD Period End Date

-

87.425

86.285

83.16

78.25

2-ExchangeRate: PKR to USD Average for Period

-

87.425

86.285

83.16

78.25

 

Current Market Multiples

Market Cap/Revenue (TTM) (?)

1.19

Market Cap/EBIT (TTM) (?)

21.64

Market Cap/EBITDA (TTM) (?)

14.89

Enterprise Value/Revenue (TTM) (?)

1.19

Enterprise Value/EBIT (TTM) (?)

21.64

Enterprise Value/EBITDA (TTM) (?)

14.89

 

 

 

 

 

 

 

 

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.63.30

UK Pound

1

Rs.101.36

Euro

1

Rs.84.60

 

 

INFORMATION DETAILS

 

Report Prepared by :

NIT

 

 

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.