MIRA INFORM REPORT

 

 

Report Date :

14.11.2013

 

IDENTIFICATION DETAILS

 

Name :

ARAD MEASURING TECHNOLOGIES LTD.

 

 

Registered Office :

P.O. Box 537, 4 Hamada Street, Yoqneam Industrial Zone, Yoqneam Illit 2066718           

 

 

Country :

Israel

 

 

Date of Incorporation :

07.12.1999

 

 

Legal Form :

Private Limited Company

 

 

Line of Business :

Developers, manufacturers, exporters and marketers of wireless automatic meter reading systems (AMR) which are integrated into the water meters manufactured by the ARAD Group and used also for gas and electricity networks.

 

 

No. of Employees :

50 employees

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

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

Satisfactory

 

Status :

Satisfactory

 

 

Payment Behaviour :

No Complaints

 

 

Litigation :

Clear

 

NOTES:

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

 

ECGC Country Risk Classification List – March, 31st, 2013

 

Country Name

Previous Rating

(31.12.2012)

Current Rating

(31.03.2013)

Israel

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

 

israel - ECONOMIC OVERVIEW

 

Israel has a technologically advanced market economy. Its major imports include crude oil, grains, raw materials, and military equipment. Cut diamonds, high-technology equipment, and pharmaceuticals are among the leading exports. Israel usually posts sizable trade deficits, which are covered by tourism and other service exports, as well as significant foreign investment inflows. The global financial crisis of 2008-09 spurred a brief recession in Israel, but the country entered the crisis with solid fundamentals - following years of prudent fiscal policy and a resilient banking sector. The economy has recovered better than most advanced, comparably sized economies. In 2010, Israel formally acceded to the OECD. Israel's economy also has weathered the Arab Spring because strong trade ties outside the Middle East have insulated the economy from spillover effects. Natural gasfields discovered off Israel's coast during the past two years have brightened Israel''s energy security outlook. The Leviathan field was one of the world''s largest offshore natural gas finds this past decade, and production from the Tama field is expected to meet all of Israel''s natural gas demand beginning mid-2013. In mid-2011, public protests arose around income inequality and rising housing and commodity prices. The government formed committees to address some of the grievances but has maintained that it will not engage in deficit spending to satisfy populist demands.

 

Source : CIA

 


COMPANY NAMe and address

 

ARAD MEASURING TECHNOLOGIES LTD.

(Also known as ARAD TECHNOLOGIES)

Telephone         972 4 993 52 22

Fax                   972 4 993 52 27

P.O. Box 537

4 Hamada Street

Yoqneam Industrial Zone

Yoqneam Illit     2066718            Israel

 

 

HISTORY & LEGAL FORMATION

 

A Private Limited Company, incorporated as per file No. 51-286531-2 on the 07.12.1999, as part of the ARAD Group, founded in 1941.

 

 

SHARE CAPITAL

 

Authorized share capital NIS 38,000.00, divided into -

            38,000 ordinary shares of NIS 1.00 each,

of which 13,100 shares amounting to 13,100.00 were issued.

 

 

SHAREHOLDERS

 

Subject is a fully owned subsidiary of ARAD LTD, a public limited company, whose shares are traded on the Tel Aviv Stock Exchange, controlled by:

1.         Kibbutz Ramot Menashe, 29.4%, a cooperative society, operating communal agricultural settlement,

2.         Kibbutz Dalia, 27.14%, a cooperative society, operating communal agricultural settlement,

3.         MILESTONES WATER METERING AND MANAGEMENT SYSTEMS (SPC) LTD., 15.51%, of MILESTONES UPGRADING & INDUSTRIES Group, controlled by the heirs of the Late Bill Davidson of the USA, and Oded Tira and his son, Ron Tira.

 

MILESTONES Group purchased shares in ARAD in November 2007, investing NIS 90 million (for 18% of the shares), according to a value of NIS 515 million.

 

 

DIRECTORS

 

Victor Blit, Chairman,

Ms. Tamira Katz,

Ms. Rachel Halevy,

Avi Scoltz,

Oded Vashitz,

Dr. Hugo Chaupan, Chairman of ARAD Group,

David Gail,

Miguel Zeevi.

 

 

GENERAL MANAGER

 

Gavriel (Gabi) Yankowitz, also General Manager of ARAD.

 

 

BUSINESS

 

Developers, manufacturers, exporters and marketers of wireless automatic meter reading systems (AMR) which are integrated into the water meters manufactured by the ARAD Group and used also for gas and electricity networks.

In 2012 the AMR segment comprises of 68.6% of ARAD Group's revenues (similar to 2011).

 

ARAD Group, jointly with TELEMATICS WIRELESS, developed a digital technology in water meters, which allows on-line remote monitoring and control of the meters reading.

 

Some 80% of sales are exports, mostly to the U.S.A (53%), and Europe (22%).

 

Among Group's clients are municipalities and water corporation worldwide, MEKOROT WATER CO. (Israel's national water carrier), MADEY VERED, and many private companies.

Among foreign clientele: SOUTHERN WATER (UK), DELHI JAL BOARD (India).

 

Among suppliers: TELEMATICS WIRELESS, R.H ELECTRONICS, AVROT INDUSTRIES, UNIQUE GROUP.

Among foreign suppliers: FABRICACIONES ESPECIALIZADAS.

 

Operating from rented offices, development and manufacturing facilities, in 46 Hamada Street, Yoqneam Industrial Zone, Yoqneam Illit.

ARAD Group also operates from plants and offices in China, Canada, USA and Spain.

 

Had 50 employees in subject in the beginning of 2009.

 

Having 548 employees in ARAD Group (of which 383 employees in Israel).

 

 

MEANS

 

Subject's Stock was valued at NIS 30,000,000 in the beginning of 2009.

 

ARAD LTD. current market value US$ 182.1 million.

 

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

 

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

 

                                                                                                 US$ (thousands)

                                                                                                31.12.2012      30.06.2013

ASSETS

Current assets

     Cash and cash equivalents                                                6,843                    8,685

     Other financial assets                                                        8,398                    8,365

     Customers                                                                      36,260                  41,292

     Other debtors                                                                   1,727                    2,439

     Other assets                                                                         64                           -

     Stock                                                                             41,890                  42,600

                                                                                           95,182                 103,381

 

Non-current assets

     Fixed assets, net                                                            17,713                  17,664

     Intangible assets & goodwill                                            12,824                  12,063

     Other assets                                                                     6,517                    6,466

                                                                                           37,054                  36,193

                                                                                         132,236                 139,574

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

 

LIABILITIES

Current liabilities                                                                  44,293                  43,821

Non-current liabilities                                                            15,164                  19,528

Equity                                                                                 72,779                  76,225

                                                                                         132,236                 139,574

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

 

REVENUES

 

Subject ended 2010 with a net profit of US$ 10,109,000.

Subject ended 2011 with a net profit of US$ 6,625,000.

Subject ended 2012 with a net profit of US$ 10,773,000.

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

ARAD LIMITED

                                                                    Consolidated Statement of Income

                                                                                    US$ (thousands)

                                                                                    Year ended 31.12

                                                                           2010                2011              2012

Sales                                                                117,078            129,257          135,251

 

Gross profit                                                        42,629              48,516           50,612

 

Operating income                                                11,121              14,079           15,193

 

Profit before taxes on income                              11,291              12,069           15,314

 

Net income                                                          10,256              11,106           12,882

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

 

ARAD LTD. consolidated sales for the first 6 months of 2013 were
US$ 74,813,000 (13% increase comparing to the parallel period in 2012), making a gross profit of US$ 27,921,000, an operating profit of US$ 8,680,000, making a net profit of US$ 7,070,000.

 

 

OTHER COMPANIES

 

CONTADORES DE AGUA DE ZARAGOZA S.A, 100%, Spain, manufactures of an electronic measuring device integrated in subject's information systems.

 

ARAD LTD., parent company, developers, manufacturers, exporters and marketers of precision water meters for applications such as domestic, waterworks, irrigation and water management.

MASTER METER INC, 100%, a plant in the U.S.A, fully owns MASTER METER SYSTEMS INC, USA, and MASTER METER PRODUCTS OF

CANADA INC. operating US and Canada activities.

ARAD METERING TECHNOLOGIES WUHAN CO. LTD., 100%, China, distributing subject's products in China.

ARAM WATER METERS SERVICES LTD., 100%, water meters renovations of water systems in rural localities.

 

 

BANKERS

 

Bank Leumi Le'Israel Ltd., Haifa Main Branch (No. 876), Haifa.

Bank Hapoalim Ltd., Kikar Paris Branch (No. 736), Haifa.

 

 

CHARACTER AND REPUTATION

 

Nothing unfavorable learned on subject itself (please refer to NOTE below).

 

In 2008 the Anti-trust Authority started to investigate allegations that ARAD LTD.,  (including a subsidiary – not subject, and senior officials), its competitor MADEY VERED LTD. and other 4 firms have a binding arrangement between them in the local market for water meters (in October 2009 the investigation went public).

In December 2011 an indictment was filed to the Jerusalem District Court in suspicion of forming a cartel, led by subject, as the largest player (see below) during the years 2004-2009 in tenders for municipal and local authorities.

In September 2013 the Jerusalem District court convicted Gabi Yankowitz, sentencing his to 70 days in prison (to be served in community service), conditional imprisonment of 12 months and a NIS 175,000 fine. Matter against ARAD is still pending.

A class action lawsuit of NIS 133 million which was filed against the parties in matter was erased in July 2012.

 

It should be noted that in January 2005 the Court for Trade Restrictions had already objected a merger between subject and MADEY VERED. The Court ruled that the compromise creates a binding arrangement, practically a monopoly between the two largest companies in the local water meters field.

 

In September 2013 motion was submitted to the court for the approval as a class action lawsuit for NIS 10 million against ARAD, its subsidiary ARAM and other water measuring companies, on the ground of binding agreement between them. It should be noted that the procedure for such claims to be approved are usually long and mostly eventually turned down.

 

Apart from the above, nothing unfavorable learned.

 

Since 2003 subject is a declared monopoly in the local market in the water meters field. In 2012 subject had 85% of local market share.

Estimated world market share is 6%, USA market share is 9% and Spanish market share (via AGUA DE ZARAGOZA) is estimated at 10%-20%.

According to economist estimations from 2006, ARAD Group was considered the 6th largest in the world in the water meters field.

 

Despite our efforts, we were unable to speak with subject's officials, as they were always unavailable. We left messages which so far remain unanswered.

 

All ARAD products meet worldwide standards of quality and performance including ISO, AWWA, MOC, and FCC standards. Our quality system is certified ISO 9001:2000 and our products hold the CE mark.

 

Kibbutz Ramot Menashe was founded in 1948 and has some 270 members.

Both Kibbutz Dalia and Kibbutz Ramot Menashe are agricultural cooperative societies, engaged in various agricultural branches, including cultivating large areas of field crops, cotton, fruit plantation, as well as operate dairy farming, etc.

Kibbutz Dalia, a financially solid entity, was founded in 1939 and has some 430 members. Besides subject, it is also a 50% partner (and founder) in ZOHAR DALIA ACS LTD., manufacturers, marketers and exporters of detergents intermediates, soaps and cleaning products.

 

MILESTONES Group, which purchased shares in parent company in November 2007, is controlled by the heirs of the Late Jewish-American Glass tycoon, Bill Davidson (passed away in March 2009). Mr. Davidson owned GUARDIAN, the American glass manufacturer, the 2nd largest in the world, and was the owner of American basketball team Detroit Pistons. He was also involved in other local ventures and donations. He was ranked among the U.S. 70 wealthiest persons.

Oded Tira is a known figure, a former President of the Israel Manufacturers’ Association.

 

In December 2007, it was reported that HAREL IT will perform an IT data storage and backup project for subject, in volume of NIS 1 million.

 

In September 2008, sister U.S. company MASTER METER received an order for AMR systems from the Water Authority of Kingsport city (TN), in value of US$ 4.7 million (and option to expand the order by 50%).

 

In June 2009 ARAD announced that ARAM WATER METERS SERVICES completed the sale of its water management activities for NIS 2.5 million.

 

In July 2009 ARAD reported it will supply AMR systems to MEYMEY HANEGEV Association for NIS 20 million through the next 5 years.

 

In December 2009 ARAD acquired 51% of CONTADORES DE AQUA DE ZARAGOZA S.A. (CONTAZARA), of Spain for € 8.1 million. In May 2013 ARAD realized it option and acquired the remaining 49% for € 4.3 million.

 

According to reports in December 2009 ARAD entered the markets of China, India, Russia and Brazil with AMR pilots.

 

In January 2010 ARAD Group received 2 orders to supply AMR system to 2 companies in India (part of the Mumbai water project) for a total sum of US$ 7.3 million.

 

In February 2010 ARAD signed an agreement to supply AMR systems to SOUTHERN WATER of England for £ 36 million (5 years contract, £ 7.1 million a year), subject’s largest contract ever.

 

In November 2011 subject's Spanish subsidiary won a tender of € 7 million in Madrid.

 

In April 2012 ARAD established a Chinese subsidiary ARAD METERING TECHNOLOGIES WUHAN CO.

 

In April 2013 subject won 2 tenders (together with local Indian partner) to supply AMR systems to DELHI JAL BOARD. First tender in volume of US$ 16.3 million and the 2nd in volume of US$ 1.6 million.

 

In July 2013 AVROT INDUSTRIES's painting plant completed the test-run, and will serve as ARAD Group's painting plant, in volume of NIS 2.5 million per year.

 

The AMR applications global market is estimated at US$ 600 million, concentrating mainly in the USA, based on reports from 2010.

 

Export by the local water-related industries is valued at US$ 900 million per annum and increasing, with new companies and startups in this field join the trend of the growing demand for drinking water. Israel has tiny part in the global market, which is valued at US$ 450 billion (in 2011, furcated to grow by 10% by 2014). However, Israel is considered as pioneer in the field and in its reputation for water management capabilities.

 

 

SUMMARY

 

Good for trade engagements.

 

 

NOTES

 

1.         According to the Registrar of Companies subject has a "Law Violating Company" Status.

As part of the Registrar efforts in the last period to collect fees and supervision on meeting all duties by Companies’ law, such status notes have been added to the registry. Registration as a "Law Violating Company" is done due certain violation by the subject company for not meeting the Registrar of Companies regulations promptly, mainly for not paying Registrar fees, and/or not submitting annual reports on time. The sanctions and penalties against the company in such case include fines up to NIS 250,000, not allowing the company to register new charges on its favor, not allow registration a charge on its assets (which may deprive the company from taking new loans at their banks), cannot make changes in the Registrar, and more.

It should be noted that this may not necessarily be connected to the company's business activities and financial standing (although in many cases there is a connection, it is most likely not so in subject's case; It is also possible that there is a technical or administrative problem, as such things also happen).

 

2.         Since February 2013 Israel Post has started using a new area code method of 7 digits (the old method of 5 digits is no longer valid).

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.63.45

UK Pound

1

Rs.101.17

Euro

1

Rs.85.55

 

 

INFORMATION DETAILS

 

Report Prepared by :

SDA

 

 

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.