MIRA INFORM REPORT

 

 

Report Date :

21.06.2014 

 

IDENTIFICATION DETAILS

 

Name :

CARMIT MISTER FIX LTD.

 

 

Registered Office :

Hayam Road Ytong Compound, Pardes Hana/ Caesarea Caesarea/ Pardes Hana

 

 

Country :

Israel

 

 

Financials (as on) :

31.03.2014

 

 

Date of Incorporation :

25.07.1980

 

 

Legal Form :

Public Limited Liability Company

 

 

Line of Business :

Manufacturers, importers and marketers of products and materials for the building field.

 

 

No. of Employees

92

 

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 31, 2014

 

Country Name

Previous Rating

(31.12.2013)

Current Rating

(31.03.2014)

Israel

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low Risk

 

A2

Moderate Low Risk

 

B1

Moderate Risk

 

B2

Moderate High Risk

 

C1

High Risk

 

C2

Very High Risk

 

D

 

 


 

ISRAEL ECONOMIC OVERVIEW

 

Israel has a technologically advanced market economy. Cut diamonds, high-technology equipment, and pharmaceuticals are among the leading exports. Its major imports include crude oil, grains, raw materials, and military equipment. Israel usually posts sizable trade deficits, which are covered by tourism and other service exports, as well as significant foreign investment inflows. Between 2004 and 2011, growth averaged nearly 5% per year, led by exports. 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. 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. The economy has recovered better than most advanced, comparably sized economies, but slowing demand domestically and internationally, and a strong shekel, have reduced forecasts for the next decade to the 3% level. Natural gas fields discovered off Israel's coast since 2009 have brightened Israel's energy security outlook. The Tamar and Leviathan fields were some of the world's largest offshore natural gas finds this past decade. The massive Leviathan field is not due to come online until 2018, but production from Tamar provided a one percentage point boost to Israel's GDP in 2013 and is expected to contribute 0.5% growth in 2014. In mid-2011, public protests arose around income inequality and rising housing and commodity prices. Israel's income inequality and poverty rates are among the highest of OECD countries and there is a broad perception among the public that a small number of "tycoons" have a cartel-like grip over the major parts of the economy. 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. In May 2013 the Israeli government, in a politically difficult process, passed an austerity budget to reign in the deficit and restore confidence in the government's fiscal position. Over the long term, Israel faces structural issues, including low labor participation rates for its fastest growing social segments - the ultra-orthodox and Arab-Israeli communities. Also, Israel's progressive, globally competitive, knowledge-based technology sector employs only 9% of the workforce, with the rest employed in manufacturing and services - sectors which face downward wage pressures from global competition

 

Source : CIA

 

 

 


Company name and address

 

CARMIT MISTER FIX LTD.

 

Telephone         972 4 617 89 06            

Fax                   972 4 637 11 24

Email:               marketing@mrfix.co.il

 

Physical address

Hayam Road

Ytong Compound, Pardes Hana/ Caesarea

Caesarea/ PARDES HANA

 

Mailing address

P.O. Box 3530

Caesarea 3088900 Israel

 

 

HISTORY & LEGAL FORMATION

 

Originally incorporated as a public limited liability company and registered as such as per No. 52-003187-3 on the 25.07.1980.

 

Converted into a private limited company and registered as such as per file
No. 51-149330-6 on the 29.07.1990.

 

Originally registered under the name MODUL BETON INDUSTRIAL INVESTMENTS (1980) LTD., which changed to MODUL BETON INDUSTRIAL INVESTMENTS LTD on the 16.05.1982, which changed to the present name on the 07.09.2010.

 

Until July 1989 subject’s shares were traded on the Tel Aviv Stock Exchange, but then subject acquired all of its shares from the public.

 

On the 29.05.2012 subsidiary CARMIT – CONSTRUCTION IMPROVEMENT PRODUCTS (1982) LTD., incorporated in 1982, was merged into subject.

 

 

SHARE CAPITAL

 

Authorized share capital NIS 5,000,000.00, divided into -

5,000,000 ordinary shares of NIS 1.00 each,

of which 4,496,185 shares amounting to NIS 4,496,185.00 were issued.


 

SHAREHOLDERS

 

Company is fully owned by INROM CONSTRUCTION INDUSTRIES LTD., a public limited company controlled (55.68%) by INROM INVESTMENT IN INDUSTRY (H.B.) LIMITED PARTNERSHIP, owned by INROM INDUSTRIES LTD., fully controlled by FIMI Investment Fund, controlled by Ishay Davidi (Eldad Ben-Moshe holds 9.7% in INROM LP).

 

Following a successful IPO, on the 01.06.2014 INROM CONSTRUCTION INDUSTRIES LTD. shares began to be traded on the Tel Aviv Stock Exchange (TASE). As part of the IPO, the shares of subject and other INROM Group's subsidiaries were transferred to INROM CONSTRUCTION from INROM INDUSTRIES – see more in CHARACTER.

 

 

DIRECTORS

 

Eldad Ben-Moshe, General Manager of INROM Group,

2.         Noam Schalke, CFO of INROM.

 

 

GENERAL MANAGER

 

Tommy Hardy.

 

BUSINESS

 

Manufacturers, importers and marketers of products and materials for the building field.

Products include insulation plasters, bonders, adhesives, supplements for building and other construction materials as such.

Also traders and marketers in working tools for the building sector (after assuming the business activities of subsidiary CARMIT CONSTRUCTION IMPROVEMENT PRODUCTS during 2011).

Products are marketed under the brand name “Carmit” and "Mr. Fix".

All sales are local, to constructors, stores, traders in construction products, etc.

 

Most of subject suppliers are foreign.

 

Sole local representatives of:

ARDEX, of Germany,

NEOGARD, RPM, both of USA.

 

Operating from a very large premises, part of the YTONG compound, on an area of 100,000 sq. meters (land very long-term leased from the State), in Hayam Road, located on the border between the 2 municipalities of Pardes Hana and Caesarea (subject pays municipal fees to both municipalities).

 

Having 92 employees in INROM CONSTRUCTION's Finished Construction Products segment (subject).

Having 808 employees in INROM Group.

 

 

MEANS

 

Assets attributed to INROM CONSTRUCTION Finished Construction Products segment (subject) as of 31.12.2013: NIS 126,552,000 (NIS 99,134,000 as of 31.12.2012); Liabilities NIS 94,561,000 (NIS 61,865,000 as of 31.12.2012).

 

INROM CONSTRUCTION raised a total of NIS 354.6 million issuing shares and options on the Tel Aviv Stock Exchange.

 

Consolidated B/S of INROM CONSTRUCTION INDUSTRIES LTD. shows (pro forma):

 

            NIS (thousands)

            31.12.2013        31.03.2014

ASSETS

Current assets

Cash and cash equivalents                    32,712             15,689

Other financial assets                            1,261               1,284

Clients                                                  313,828 339,833

Other debtors                                        5,092               4,879

Other assets                                         3,311               2,260

Stock                                                      88,647              91,806

444,851 455,751

Non-current assets

Fixed assets, net                                   164,029 168,151

Goodwill and intangible assets               9,626                9,538

Other non-current assets                        3,098                 2,989

176,753 180,678

621,604 636,429

=======          =======

 

LIABILITIES

Current liabilities                        238,687 247,774

Long term liabilities                   176,148 159,818

Equity                                       206,769 228,837

                                                621,604 636,429

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

INROM CONSTRUCTION INDUSTRIES current market value US$ 224.7 million.

 

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

 

There are 4 charges for unlimited amounts registered in the company's assets (financial and other assets), in favor of Bank Leumi Le'Israel Ltd., Israel Discount Bank Ltd., Bank Hapoalim Ltd. and The First International Bank of Israel Ltd. (charges placed in 2004, 2010, 2012 and last on in January 2013).


 

REVENUES

 

2009 sales claimed to be NIS 90,000,000.

2010 sales claimed to be NIS 100,000,000.

 

Sales by INROM CONSTRUCTION's Finished Construction Products segment (subject):

2011 sales were NIS 131,313,000, making an operating profit of NIS 20,043,000.

2012 sales were NIS 150,510,000, making an operating profit of NIS 27,277,000.

2013 sales were NIS 172,941,000, making an operating profit of NIS 34,720,000.

 

INROM CONSTRUCTION INDUSTRIES LTD.

Consolidated Statement of Income (pro forma)

Year ended 31.12

NIS (thousands)

2011                 2012                 2013

Sales                                        694,434 743,197 809,393

 

Gross profit                              240,826 247,762 292,700

 

Operating income                      84,964              86,170              119,273

 

Profit before taxes on income    74,681              73,666              107,230

 

Net income                               55,094              54,160              79,949

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

 

INROM CONSTRUCTION consolidated first 3 months sales were

NIS 214,225,000 (11% increase compared to parallel period in 2013), making a gross profit of NIS 78,419,000, an operating income of NIS 32,517,000 and a net income of NIS 22,068,000.

 

 

OTHER COMPANIES

 

INROM CONSTRUCTION INDUSTRIES LTD., a holding company fully owns:

YTONG INDUSTRIES LTD., holding company, owns:

YTONG LTD., manufacturers and marketers of concrete blocks, building material, etc.

YTONG PAVING LTD.

NIRLAT COLORS LTD., 61%, directly and through its subsidiaries (NIRLAT Group) are manufacturers, exporters and marketers of paints, lacquers and varnishes (for painting on wood, metal and buildings), powder coatings, glues and chemicals, etc. holds:

NIRLAT LTD., 100%, manufacturers, marketers and exporters of insulating materials, sealants, paints and additives, etc. Fully owns NIMNI PAINTS NORTH LTD., marketing arm to the northern region, and NADIR VEGA PROJECTS LTD., developers, manufacturers, marketers and exporters of industrial electrostatic powder paints (powder coating).

UNIVERCOL PAINTS LTD., developers, manufacturers, marketers and exporters of industrial electrostatic powder paints (powder coating) and wet solvent paints. Having 50 employees, 2013 sales claimed to be NIS 50 million.

LINK COLOR N.A. Inc., marketing arm in the U.S.A.,

 

INROM INDUSTRIES LTD., holding company, heads the Group and also holds:

INROM INVESTMENTS IN INDUSTRY (H.B.) LP ("FIMI 4"), which holds (100%, unless otherwise mentioned) in the following subsidiaries:

URDAN METAL & CASTING INDUSTRIES LTD., metal works, exporters and marketers of steel elements,

CYCLE GROUP LTD.,

ORLITE INDUSTRIES (MILLENIUM 2000) LTD., manufacturers and marketers of advanced products made of lightweight composite materials,

ALONY MARBLE LTD., importers, manufacturers and marketers of tiles, marble, granite, ceramics, sanitary tools, and K.E.R. PARQUET LTD., parquet floors,

 

FIMI Fund Group has many other holdings (see more CHARACTER).

 

 

BANKERS

 

Bank Leumi Le’Israel Ltd., Tel Aviv Central Branch (No. 800), Tel Aviv.

 

 

CHARACTER AND REPUTATION

 

Nothing unfavorable learnt (there is a pending lawsuit against subject on a business matter though it appears to be insignificant).

 

INROM Group established INROM CONSTRUCTION INDUSTRIES LTD. for the sake of an IPO of some 40% of its shares. INROM CONSTRUCTION assumed the holding of INROM Group in 3 main companies (and their subsidiaries): subject, YTONG LTD. and of NIRLAT COLORS.

 

Subject is veteran and well-known in their fields.

INROM Group, including YTONG, is a leading player in the local construction inputs market.

According to "FIMI 4" Fund reports (which is the fund, out of FIMI's other funds, investing in INROM) as of 2011 3rd quarter, INROM is highly profitable.

 

YTONG was for many years part of URDAN Group, later re-named GREENSTONE Group, part of local SFK Group (later SHREM FUDIM Group). In the framework of a re-organization process in GREENSTONE and SFK, INROM published in mid 2008 a tender offer for YTONG INDUSTRIES' shares held by the public in consideration of NIS 26 million. Following the completion of the tender offer, in September 2008 also YTONG INDUSTRIES shares were de-listed from trade. Later SFK sold the reminder of shares in INROM.

FIMI already purchased 50% of INROM from GREENSTONE in December 2007 for NIS 144 million. At the 2nd phase, in November 2008 FIMI purchased the other 50% for NIS 105 million, reaching full control of INROM Group.

 

Founded in 1997, FIMI Fund (mainly via 5 funds) is a leading local private equity investment fund (mezzanine and buy-out fund), headed by its founder Ishay Davidi. Having a successful track record of 67 major transactions (37 cash exits) in total value of over US$ 1.7 billion. Presently, the Fund has more than US$900 million equity available for new investments. FIMI investors list includes leading US and Israeli institutional investors (mainly ISRAEL DISCOUNT BANK). According to American research firm PREQIN, based on the average annual yield to its investors, FIMI Fund was ranked the 4th best private equity fund in the world.

 

In March 2010 the Supreme Court ruled in favor of subject against the Tax Authorities, allowing subject to deduct losses generated from “Approved Enterprise” activities with other activities, in order to pay less taxes.

 

The Home Design area is directly influence by the changes in the local market in general, and construction and real estate market in particular.

From the Central Bureau of Statistics (CBS) data, investments in construction for dwelling in 2012 reached NIS 56.1 billion (which comprises 62% of total investment in construction), higher by 6% (in real terms) from 2011. Construction for dwelling fell by 0.3% in 2013 (despite the Government's efforts to increase investments). The fall in investment also lead to a rise in houses prices.

Investments in construction not for dwelling (public institutions, commerce, industry, etc.) and other construction works (e.g. roads, offices, industrial, institutional), summed up to NIS 37 billion in 2012, a 2.5% rise from 2011. Investments in infrastructures comprise 18% of total investments in construction.

 

The CBS data on local households' consumption expenditure in 2013 on Housing grew by 3.2% from the previous year, similar to the growth rate in 2012 (from 2011).

 

The building sector indicators showed an improvement in activities in 2013, after ambiguous signs shown in the previous several years. Volume of building starts for dwelling (which is a dominant indicator for the trend in the building sector) in 2013 reached 44,340 (although number may rise after final calculations), a 3.4% increase comparing to 2012, a year in which a 13% decrease from 2011 was noted. The decline in 2012 came after a growth trend in building starts in the previous couple of years (9% in 2011 and 7% rise in 2009).

In 2013 there was also 11.8% increase in apartments whose construction was finished (41,970 apartments).

Government efforts to increase the supply side also witnessed in the double-digit rise in number of plots being marketed and sharp rise in planning volumes.

Number of dwellings transactions rose by 19% in 2012 from 2011 (when it fell by 18% from 2010), and climbed by 9% in 2013 reaching total of 111 thousands transactions (rise in both new and second-hand apartments). In new apartments sold, a slight 0.3% rise noted in 2013 from 2012.

Since the beginning of 2014, the building and real estate market has been showing cooling down signs and stand-still, due to a planned government reform of relieves in taxes for purchasing a new apartment (which will drive prices downwards), but the plan still awaits legislation and implementation, therefore many potential buyers are in stand-by.

 

 

SUMMARY

 

Good for trade engagements.

 

Note: 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.60.28

UK Pound

1

Rs.102.77

Euro

1

Rs.82.12

 

INFORMATION DETAILS

 

Analysis Done by :

DIV

 

 

Report Prepared by :

NIS

 

               

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.