MIRA INFORM REPORT

 

 

Report Date :

23.01.2014

 

IDENTIFICATION DETAILS

 

Name :

DAIICHI SANKYO CO LTD

 

 

Registered Office :

3-5-1 Nihonbashi-Honcho Chuoku Tokyo 103-8426

 

 

Country :

Japan

 

 

Financials (as on) :

31.03.2013

 

 

Date of Incorporation :

September, 2005

 

 

Legal Form :

Limited Company (Kabushiki Kaisha

 

 

Line of Business :

Manufacturing of pharmaceuticals (prescription drugs)

 

 

No. of Employees :

32,402

 

 

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 – September 30, 2013

 

Country Name

Previous Rating

(30.06.2013)

Current Rating

(30.09.2013)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A small agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. While self-sufficient in rice production, Japan imports about 60% of its food on a caloric basis. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Modest economic growth continued after 2000, but the economy has fallen into recession three times since 2008. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake and the ensuing tsunami in March disrupted manufacturing. The economy has largely recovered in the two years since the disaster, but reconstruction in the Tohoku region has been uneven. Newly-elected Prime Minister Shinzo ABE has declared the economy his government's top priority; he has pledged to reconsider his predecessor's plan to permanently close nuclear power plants and is pursuing an economic revitalization agenda of fiscal stimulus and regulatory reform and has said he will press the Bank of Japan to loosen monetary policy. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2012 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2012. The new government will continue a longstanding debate on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy.

 

Source : CIA

 


Company name & address

 

DAIICHI SANKYO CO LTD

 

REGD NAME:   Daiichi Sankyo KK

MAIN OFFICE:  3-5-1 Nihonbashi-Honcho Chuoku Tokyo 103-8426 JAPAN

                        Tel: 03-6225-1111    

 

*.. The (incomplete) is its R&D Center at: 1-2-58 Hiromachi Shinagawaku Tokyo     -

 

URL:                 http://www.daiichisankyo.co.jp

E-Mail address: (thru the URL)

 

 

ACTIVITIES  

 

Mfg of pharmaceuticals (prescription drugs)

 

 

BRANCHES

 

Sapporo, Sendai, Chiba, Saitama, Yokohama, Nagoya, Osaka, other (Tot 8)

 

 

OVERSEAS

 

USA (3), Europe (15), China (5), Mexico, Brazil, Venezuela, India, Hong Kong

 

 

FACTORIES  

 

Akita, Fukushima, Gunma, Kanagawa, Osaka, other (Tot 8) (--subsidiaries)

 

 

CHIEF EXEC 

 

JOJI NAKAYAMA, PRES

 

 

Yen Amount

 

In million Yen, unless otherwise stated

SUMMARY    

 

FINANCES        FAIR                             A/SALES          Yen 997,852 M

PAYMENTS      NO COMPLAINTS          CAPITAL           Yen 50,000 M

TREND             UP                                WORTH            Yen 915,745 M

STARTED         2005                             EMPLOYES      32,402

 

 

COMMENT    

 

MFR OF PHARMACEUTICALS 

FINANCIAL SITUATION COSIDERED FAIR AND GOOD FOR ORDINARY BUSINESS ENGAGEMENTS.

                       

Business

Terms Ending

Annual Sales*

R.Profit*

N.Profit*

S.Growth

Net Worth*

   Results:

31/03/2010

952,105

103,114

41,852

(%)

889,508

(Consolidated)

31/03/2011

967,365

131,762

70,121

1.60

887,702

 

31/03/2012

938,677

76,217

10,383

-2.97

832,749

 

31/03/2013

997,852

99,147

66,621

6.30

915,745

 

31/03/2014

1,110,000

90,000

65,000

11.24

..

Unit: In Million Yen

Forecast figures for the 31/03/2014 fiscal term.

 

 

HIGHLIGHTS

 

This is a third-ranked prescription drug mfr, with Sankyo & Daiichi Pharmaceuticals merged in Apr 2007.  Strong in circulatory and anti-infection drugs.  Diversifying to generic drugs thru acquisition of Indian drug maker Ranbaxy Laboratories.  Emphasis placed on cancer-related lines.  The company is seeking approval for an anti-coagulant in Japan, the US and Europe during the term, backed by relatively good results of clinical trials on the efficiency in venous thromboembolism treatment.  The results related to the efficiency in prevention of thromboembolism accompanying atrial fibrillation were available in Nov 2013..

 

 

FINANCIAL INFORMATION

 

The sales volume for Mar/2013 fiscal term amounted to Yen 997,852 million, a 6.3% up from Yen 938,677 million in the previous term.  Domestic sales of original drugs rose despite NHI price cuts.  India subsidiary was benefitted from monopolistic sales of generics for the US.  The recurring profit was posted at Yen 99,147 million and the net profit at Yen 66,621 million, respectively, compared with Yen 76,217 million recurring profit and Yen 10,383 million net profit, respectively, a year ago. 

 

(Apr/Sept/2013 results): Sales Yen 516,413 million (up 6.7%), operating profit Yen 65,666 million (down 2.5%), recurring profit Yen 47,011 million (down 5.7%), net profit Yen 20,832 million (up 26.6%).  (% as compared with the corresponding period a year ago).

           

For the current term ending Mar 2014 the recurring profit is projected at Yen 90,000 million and the net profit at Yen 65,000 million, on an 11.2% rise in turnover, to Yen 1,110,000 million.  Sales value will be boosted thanks to the weaker Yen.  Sales volume will be weak due to excess dealer inventories in Japan and delayed approval for an India subsidiary’s antihypertensive generic drug in the US.     

 

The financial situation is considered FAIR and good for ORDINARY business engagements. 

 

 

REGISTRATION

           

Date Registered: Sept 2005

Legal Status:        Limited Company (Kabushiki Kaisha

Authorized:          2.8 million shares

Issued:                 709,011,343 shares

Sum:                   Yen 50,000 million

 

Major shareholders (%): Master Trust Bank of Japan T (6.3), Japan Trustee Services T (5.4), Nippon Life Ins (5.3), SSBT OD05 Omnibus Acct Treaty Cl (2.4), JP Morgan Chase Bank 385147 (1.9), SMBC (1.8), Group Employees’ S/Holding Assn (1.4), Mizuho Bank (1.4), ECSB (Mizuho Bank) (1.1), Tokio Marine & Nichido Fire Ins (1.1); foreign owners (28.7)

 

No. of shareholders: 118,229

 

Listed on the S/Exchange (s) of: Tokyo

 

Managements: Takashi Shoda, ch; Joji Nakayama, pres; Takeshi Ogita, dir; Kazunori Hirokawa, dir; Yuki Satoh, dir; Manabu Sakai, dir

 

Nothing detrimental is known as to the commercial morality of executives.

 

Related companies: Daiichi Sankyo Healthcase, Daiichi Sankyo Inc, other

 

 

OPERATION

           

Activities: Manufactures pharmaceutical drugs: Daiichi Sankyo Group (81%), Ranbaxy Group (19%).

Overseas Sales Ratio (49%)

           

Clients: [Mfrs, wholesalers] Alfresa Corp, Toho Pharmaceutical Co, Daiichi Sankyo Inc, Medipal Holdings Corp, Suzuken Co, other

            No. of accounts: 500

            Domestic areas of activities: Nationwide

Suppliers: [Mfrs, wholesalers] Daiichi Sankyo Pro Pharma, UCB Japan, Lead Chemical Co, Japan Vaccine Sales, other

 

Payment record: No complaints

 

Location: Business area in Tokyo.  Office premises at the caption address are owned and maintained satisfactorily.

 

Bank References:

                        SMBC (H/O)

                        Mizuho Bank (H/O)

                        Relations: Satisfactory

 

 

FINANCES (In Million Yen)

 

FINANCES: (Consolidated in million yen)

 

 

 

Terms Ending:

31/03/2013

31/03/2012

INCOME STATEMENT

 

 

 

  Annual Sales

 

997,852

938,677

 

  Cost of Sales

313,657

268,609

 

      GROSS PROFIT

684,195

670,067

 

  Selling & Adm Costs

583,678

571,865

 

      OPERATING PROFIT

100,516

98,202

 

  Non-Operating P/L

-1,369

-21,985

 

      RECURRING PROFIT

99,147

76,217

 

      NET PROFIT

66,621

10,383

BALANCE SHEET

 

 

 

 

  Cash

 

160,956

128,926

 

  Receivables

 

238,495

228,505

 

  Inventory

 

174,430

169,659

 

  Securities, Marketable

211,346

191,336

 

  Other Current Assets

158,416

143,104

 

      TOTAL CURRENT ASSETS

943,643

861,530

 

  Property & Equipment

303,434

261,242

 

  Intangibles

 

223,455

233,288

 

  Investments, Other Fixed Assets

173,539

162,419

 

      TOTAL ASSETS

1,644,071

1,518,479

 

  Payables

 

59,798

61,824

 

  Short-Term Bank Loans

66,073

71,079

 

 

 

 

 

 

  Other Current Liabs

310,240

262,062

 

      TOTAL CURRENT LIABS

436,111

394,965

 

  Debentures

 

107,900

100,000

 

  Long-Term Bank Loans

93,017

104,000

 

  Reserve for Retirement Allw

13,877

10,060

 

  Other Debts

 

77,421

76,704

 

      TOTAL LIABILITIES

728,326

685,729

 

      MINORITY INTERESTS

 

 

 

Common stock

50,000

50,000

 

Additional paid-in capital

105,194

105,194

 

Retained earnings

766,740

742,409

 

Evaluation p/l on investments/securities

34,211

22,308

 

Others

 

(25,940)

(72,604)

 

Treasury stock, at cost

(14,460)

(14,558)

 

      TOTAL S/HOLDERS` EQUITY

915,745

832,749

 

      TOTAL EQUITIES

1,644,071

1,518,479

CONSOLIDATED CASH FLOWS

 

 

 

 

Terms ending:

31/03/2013

 

 

Cash Flows from Operating Activities

 

129,247

 

 

Cash Flows from Investment Activities

-109,281

 

 

Cash Flows from Financing Activities

-57,330

 

 

Cash, Bank Deposits at the Term End

 

190,919

 

ANALYTICAL RATIOS            Terms ending:

31/03/2013

31/03/2012

 

 

Net Worth (S/Holders' Equity)

915,745

832,749

 

 

Current Ratio (%)

216.38

218.13

 

 

Net Worth Ratio (%)

55.70

54.84

 

 

Recurring Profit Ratio (%)

9.94

8.12

 

 

Net Profit Ratio (%)

6.68

1.11

 

 

Return On Equity (%)

7.28

1.25


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.61.92

UK Pound

1

Rs.101.98

Euro

1

Rs.83.93

 

 

INFORMATION DETAILS

 

Report Prepared by :

NNA

 

 

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.