MIRA INFORM REPORT

 

 

Report Date :

14.10.2014

 

IDENTIFICATION DETAILS

 

Name :

P.T. INDO-BHARAT RAYON

 

 

Registered Office :

Menara Batavia, 16th Floor, Jalan K.H. Mas Mansyur Kav. 126, Jakarta 10220

 

 

Country :

Indonesia

 

 

Date of Incorporation :

05.09.1980

 

 

Com. Reg. No.:

AHU-AH.01.10-12520

 

 

Legal Form :

Limited Liability Company

 

 

Line of Business :

Subject is engaged in viscose rayon staple fibre, acrylic fibre industry and side-product of chemicals like anhydrous sodium suphates, carbon bi-sulphates and sulphuric acids.

 

 

No of Employees :

1,230

 

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 – June 01, 2014

 

Country Name

Previous Rating

(31.03.2014)

Current Rating

(01.06.2014)

Indonesia

B1

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

 

ECONOMIC OVERVIEW

 

Indonesia, a vast polyglot nation, has grown strongly since 2010. During the global financial crisis, Indonesia outperformed its regional neighbors and joined China and India as the only G20 members posting growth. The government has promoted fiscally conservative policies, resulting in a debt-to-GDP ratio of less than 25% and historically low rates of inflation. Fitch and Moody's upgraded Indonesia's credit rating to investment grade in December 2011. Indonesia still struggles with poverty and unemployment, inadequate infrastructure, corruption, a complex regulatory environment, and unequal resource distribution among regions. The government also faces the challenges of quelling labor unrest and reducing fuel subsidies in the face of high oil prices.

 

Source : CIA

 


Name of Company

 

P.T. INDO-BHARAT RAYON

 

 

Address

 

Head Office

Menara Batavia, 16th Floor

Jalan K.H. Mas Mansyur Kav. 126

Jakarta 10220

Indonesia

Phones             - (62-21) 5722452 (Hunting)

Fax                   - (62-21) 5722417

E-mail               - jktoff@adityabirla.com

Building Area    - 25 storey

Office Space    - 230 sq. meters

Region              - Commercial

Status               - Rent

 

Factory

Desa Cilangkap

Purwakarta

West Java

Indonesia

Phones             - (62-22) 202041-44

Fax                   - (62-22) 201349

E-mail               - arun.khosla@adityabirla.com

Land Area         - 600,000 sq. meters

Building Area    - 230,000 sq. meters

Region              - Industrial Zone

Status               - Owned

 

Date of Incorporation :

5 September 1980

 

Legal Form :

P.T. (Perseroan Terbatas) or Limited Liability Company

 

Company Reg. No. :

The Ministry of Law and Human Rights

- No. AHU-AH.01.10-12520

  Dated 7 August 2009

- No. AHU-AH.01.10-19117

  Dated 28 July 2010

 

 

 

-  No. AHU-AH.01.10-23948

   Dated 26 July 2011

- No. AHU-59453.AH.01.02.TH.2013

   Dated 19 November 2013

- No. AHU-AH.01.10-51262

   Dated 28 November 2013

 

Company Status :

Foreign Investment (PMA) Company

 

Permit by the Government Department :

a.   The President of the Republic of Indonesia

      No.  B-22/Pres/6/1980

      Dated 3 June 1980

b.   The Capital Investment Coordinating Board

   - No. 16/I/PMA/1983

     Dated 24 June 1983

   - No.  39/II/PMA/1983

      Dated 8 December 1983

   - No. 415/III/PMA/1991

      Dated 1 July 1991

   - No. 207/III/PMA/1992

      Dated 16 March 1992

   - No. 95/II/PMA/1993

      Dated 21 September 1993

   -  No. 227/II/PMA/2002

      Dated 22 October 2002

   -  No. 129/II/PMA/2004

      Dated 11 August 2004

   -  No. 80/II/PMA/2005

      Dated 31 March 2005

   -  No. 25/II/PMA/2007

      Dated 25 January 2007

c.   The Department of Industry

      No.  427/Sk/X/1977

      Dated 24 October 1977

d.   The Department of Finance (Directorate General of Tax)

      NPWP No. 01.002.087.3-092.000

 

Related Company :

A Member Company of the ADITYA BIRLA Group (see attachment)

 

 

CAPITAL AND OWNERSHIP

 

Capital Structure :

Authorized Capital                           : US$ 13,000,000

Issued Capital                                 : US$ 10,000,000

Paid up Capital                               : US$ 10,000,000

 

 

Shareholders/Owners :

a. LONDON EUROPEAN ASSOCIATES Ltd., of Mauritius          - US$ 4,500,000.-

b. HART GLOBAL Ltd., of Mauritius                                         - US$ 4,220,000.-

c. GRASIM INDUSTRIES Ltd. of India                                       - US$    500,000.-

d. CHARMNOX Ltd., of Hong Kong                                      - US$    380,000.-

e. GRAND ISLAND Ltd., of Mauritius                                        - US$    300,000.-

f. MAHASMUTH INVESTMENT Pte., Ltd., Singapore                 - US      100,000.-

 

 

BUSINESS ACTIVITIES

 

Lines of Business :

a. Viscose Rayon Staple Fibre and Acrylic Fibre Industry

b. Investment Holding

 

Production Capacity :

a. Viscose Rayon Staple Fibres                            - 150,000 tons p.a.

b. Anhydrous Sodium Sulphates              - 100,720 tons p.a.

c. Carbon Di-Sulphates                             -   25,400 tons p.a.

d. Sulphuric Acids                                    -   87,050 tons p.a.

e. Acrylic Fibres                                       -   12,000 tons p.a.

f.  Electric Power                                      - 28 MW

g. Export Import of Viscose Staple Fiber and others

 

Total Investment :

a. Equity Capital                              - US$   10.0 million

b. Reinvested Profit                        - US$   38.0 million

c. Loan Capital                                - US$ 267.3 million

d. Total Investment                          - US$ 315.3 million

 

Started Operation :

1982

 

Brand Name :

IBR

 

Technical Assistance :

ADITYA BIRLA of India

 

Number of Employee :

1,230 persons

 

Marketing Area :

Export    - 80%

Local      - 20%

 

Main Customer :

Buyers in Sri Lanka, India, Bangladesh, Australia, South Korea, Japan etc.

 

 

Market Situation :

Very Competitive

 

Main Competitors :

a. P.T. INDONESIA TORAY SYNTHETICS

b. P.T. SOUTH PACIFIC VISCOSE

c. P.T. SUSILA INDAH SYNTHETIC FIBERS

d. P.T. POLYSINDO EKA PERKASA Tbk

 

Business Trend :

Growing

 

 

BANKER, AUDITOR & LITIGATION

 

Bankers :

a. P.T. Bank MANDIRI Tbk

    Jalan M.H. Thamrin No. 5

    Jakarta Pusat

    Indonesia

b. CITIBANK, Jakarta Branch

    Landmark Building

    Jalan Jend. Sudirman No. 1

    Jakarta 12910

    Indonesia

c. Hongkong and Shanghai Banking Corp., Ltd.

    World Trade Center, 3rd Floor

    Jalan Jend. Sudirman Kav. 29-31

    Jakarta Selatan

    Indonesia

 

Auditor :

Internal Auditor

 

Litigation :

No litigation record in our database

 

 

FINANCIAL FIGURE

 

Annual Sales (estimated) :

2011 – Rp. 3,585.0 billion

2012 – Rp. 3.612.0 billion

2013 – Rp. 3,710.0 billion

2014 – Rp. 1,905.0 billion (January – June)

 

Net Profit (estimated) :

2011 – Rp. 378.0 billion

2012 – Rp. 382.0 billion

2013 – Rp. 396.9 billion

2014 – Rp. 214.0 billion (January – June)

 

Payment Manner :

Almost Promptly

 

Financial Comments :

Satisfactory

 

 

KEY EXECUTIVES

 

Board of Management :

President Director                           - Mr. Sunay Bhagwant Kamat

Directors                                         - a. Mr. Halim Setiono

                                                        b. Mr. Ajay Kumar Gupta

                                                        c. Mr. Chaplendu Kumar Dutta

                                                        d. Mr. Arun Khosla

                                                        e. Mr. Ashok Saboo

                                                        f. Mr. Subhas Kumar Sharma

                                                        g. Mr. Shibnath Agarwalla

 

Board of Commissioners :

President Commissioner                  - Mr. Krishna Kishore Maheshwari

Vice President Director                    - Mr. Chandru Hassaram Mahtani

Commissioners                               - a. Mr. Shailendra Kumar Jain

                                                        b. Mr. Kumar Mangalam Birla

                                                        c. Mr. Rajashree Birla

                                                        d. Mr. Neerja Birla

                                                        e. Mr. Askaran Agarwala

                                                        f. Mr. Hari Krishna Agarwal

 

Signatories :

President Director (Mr. Sunay Bhagwant Kamat) or one of Directors (Mr. Halim Setiono, Mr. Ajay Kumar Gupta, Mr. Chaplendu Kumar Dutta, Mr. Arun Khosla, Mr. Ashok Saboo or Mr. Subhas Kumar Sharma or Mr. Shibnath Agarwalla) which must be approved by Board of Commissioners.

 

 

CAPABILITIES

 

Management Capability :

Good

 

Business Morality :

Good

 

Credit Risk :

Average

 

 

OVERALL PERFORMANCE

 

P.T. INDO-BHARAT RAYON (P.T. IBR) was incorporated in September 1980 with an authorized capital of US$ 8,422,000 entirely was issued and paid up. Initially the founding shareholders of the company were Birla AG of Switzerland, International Industrial Management and Investment Corporation of Panama, Mirapa Ltd., of Liechtenstein, Thakral Holdings (HK) Ltd., of Hong Kong, The Gwalior Rayon Silk Mfg. Co. Ltd., of India, Hong Kong Indonesia Group Inc., of Hong Kong, Charmnox Ltd., Hong Kong, A.T.E. Maskapai Private Ltd., of Singapore (all companies are the members of the BIRLA Group based in India) and P.T. BEKLANI. In 1983, its authorized capital was raised to US$ 32,000,000 wholly was issued and paid up. In May 2001 the authorized capital was decreased to US$ 13,000,000 issued capital of US$ 10,000,000 entirely paid up. The latest shareholders of the company are LONDON EUROPEAN ASSOCIATES Ltd., of Mauritius (45%), HART GLOBAL Ltd., of Mauritius (42.2%), GRASIM INDUSTRIES Ltd., of India (5%), CHARMNOX Ltd., of Hong Kong (3.8%), GRAND ISLAND Ltd., of Mauritius (3%) and MAHASMUTH INVESTMENT Pte., Ltd., Singapore (1%).

The latest according to the revision of notary deed Mr. Ashoya Ratam, SH., no. 117 dated 22 July 2013 the company board of director and the board of commissioner was restructured to lead and runs of the company’s operation. The deed of amendments was approved by the Ministry of Law and Human Rights in its decision letter No. AHU-AH.01.10-51262 dated July 22, 2013. 

 

P.T IBR is a member of the BIRLA INDONESIA Group, a large business group based in India, and in Indonesia the Group set up several companies like P.T. SUNRISE BUMI TEXTILES, P.T. ELEGANT TEXTILE INDUSTRY both engaged in spinning mills, P.T. INDO-BHARAT RAYON in viscose rayon fiber and acrylic fiber industry and P.T. INDO RAYA KIMIA in carbon disulfhide manufacturing.

 

P.T. IBR is a Foreign Capital Investment (PMA) company, engaged in viscose rayon staple fibre, acrylic fibre industry and side-product of chemicals like anhydrous sodium suphates, carbon bi-sulphates and sulphuric acids. Its plant is located at Desa Cilangkap, Purwakarta, West Java, on a land of some 60.0 hectares. The plant commenced production in 1982 and its operation has kept on expanding and its production capacity has been increasing for a couple of times. The plant produces some 150,000 tons of viscose rayon staple fibers, 10,720 tons of anhydrous sodium sulphates, 25,400 tons of carbon bi-sulphates, 87,050 tons of sulphuric acids and 12,000 tons of acrylic fibers respectively per annum. Besides, the company also owned and manages a power plant by producing 28 MW of power plant. The plant has absorbed a total investment of US$ 315.3 million, coming from own capital of US$ 10.0 million, reinvested profit of US$ 36.5 million and rest from loans.

 

At present P.T. IBR has production capacity of 192,000 tons of viscose staple fibre per annum. Mostly of basic material like pulp supplied through its subsidiary ADITYA BIRLA which operates in Canada and South Africa. Meanwhile, carbon di-sulphide supplied by sister company P.T. INDO RAYA KIMIA. P.T. IBR pioneered and has become the leading manufacture of viscose rayon staple fibre in Indonesia. Employing state of the art machinery and technology, rayon fibre production has stead increased from the initial annual capacity of 16,500 metric tons to 89,500 metric tons per days.

 

In addition, it’s produce Sulphuric Acid and Carbon di-Sulphide for captive use in the rayon fibre production process. This chemical production is vital to safeguarding consistency in both quality and production from supply fluctuation.  

 

P.T. IBR Rayon Fibre Uses:

 

§  Apparel (accessories, blouses, dresses, jackets, lingeric, linings, millinery)

§  Home Furnishing (bedspreads, blankets, curtains, draperies, sheets, slipcovers, tablecloths, upholstery)

§  Industrial Uses (industrial products, medical surgical products, non woven products, tire cords)

§  Other Uses (feminine hygiene products)

 

The company's products are 20% sold locally to P.T. INDO LIBERTY TEXTILE, P.T. SUNRISE BUMI TEXTILE, and P.T. ELEGAN TEXTILE INDUSTRI. Besides, the products is also supplied to paper industries and detergent industries and also distributed through distributor P.T. AKR CORPINDO Tbk. Some 80% exported to India, China, Pakistan, Srilanka, Bangladesh, Australia, South Korea, Philippine, Iran, New Zealand, Japan, Singapore and other countries. Besides, P.T. IBR also engaged in investment holding by controlling some 40% shares of P.T. INDO RAYA KIMIA engaged in carbon disulphide manufacturing. We see that P.T. IBR operation has been growing in the last five years.

 

Year 2013 was a very challenging for the trade and business in general and for Polyester sector in particular where it undergone very turbulent period. The Global economic slowdown had an impending and prolonged impact on the demand that has been further exacerbated by the excessive supply due to over capacity of PTA, Polyester Fiber and Filament yarn in Asia, mainly led by China. This has triggered a global down-cycle in the polyester chain, which has been lasting for an abnormally longer period and where many of the Asian and Global manufacturers suffered considerably. The product spreads across the polyester value chain continued to remain depressed due to stiff competition and the softening trend in cotton and Rayon prices during the year. Polyester and Raw material chain apparently reflect the current uncertainty and slow down of the global economy and the overall growth of polyester production has slowed down in the past two years 2012 and 2013. With the effective capacity of about 17 million tons added in the last two years, PTA operating dropped to 76% in 2013 from 90.2% and likely to fall below 74% in 2014 with rationalization of the regional capacities. Polyester polymer production reaching 61.68 million tons, a growth of 3.2 million tons or 5.5% in the year 2013, marginally improved from4.6% in 2012 as the global economy recovered in the second half of 2013. Longer-term growth rates are trending better with over 6% look impressive compared with other major petrochemical related business sectors.

 

Global economy is expected to grow by 3.7% in 2014 and 3.9% in 2015, primarily due to recovery in advanced economies and the emerging economies to expand by 5.10% and 5.4% respectively. Indonesian economy is projected to grow moderately at 5.3% - 5.5% in 2014 and 2015 and the growth will be primarily driven by strong domestic consumptions and modest increase in exports to its major trading partners. The Indonesian rupiah (IDR) is likely to remain under pressure in early 2014 amid uncertainty over the election results and U.S. Fed tapering. Domestic environment for manufacturing sectors expect to pass through a tough phase with the proposed hike in energy and manpower costs. Both Gas prices and Electricity tariff are slated for a significant

increase in 2014 putting pressure on cost competitiveness of the domestic manufacturers.

 

Industry is taking up the matter with the ministry for phasing out the hike over a period of time instead at one go. With regard to polyester upstream sector, with the additional capacity of Fiber and Filament yarn going on stream, domestic market is expected to face a stiff price competition for commodity products. However, the Company with its strong customer base and with a diversified product mix is firmly placed to remain competitive and maintain its leadership position. The delay in finding a solution to its long pending secured debt restructuring continues to remain a setback to carry out its growth plans. To expedite the process, the Company has recently submitted an updated restructuring plan with alternate option to its secured creditors that are under active consideration. Post restructure, the Company will have a sound and healthy financial base with its debts brought down to sustainable levels. This would in turn enable the company to raise finance from market to meet its short and long terms investments to fund its growth plans. All of these efforts will improve the performance of the Company significantly, and to reposition it to the forefront of the polyester industry and retain its strategic and leadership position.

 

According to the Department of Industry, the Indonesian viscose rayon staple fiber production in 2006 amounted to 835,904 tons increased to 976,000 tons in 2007 and rose again to 1,008,106 tons in 2008. Meanwhile production viscose rayon in 2009 1,008,106 tons drop to 600,000 tons in 2010 and higher to 640,000 tons in 2011 to 680,000 tons in 2012 and increased to 712,000 tons in 2013. It is projected the production of viscose rayon will be increase in 2013 due to amelioration of the economic in the country. The capacity, production and utility of the national viscose rayon staple fiber are picture on the following table.

 

Description

2009

2010

2011

20012

2013

Capacity (tons)

1,218,765

1,218,765

1,218,765

1,218,765

1,218,765

Production (tons)

1,008,106

600,000

640,000

680,000

712,000

Utility (%)

82.71

49.23

52.51

55.79

58.42

 

Until this time P.T. IBR has not been registered with Indonesian Stock Exchange, so that they had not obliged to announce their financial statement. The management of P.T. IBR is very reclusive towards outsiders and rejected to disclose its financial condition. We estimated that total sales turnover of the company in 2011 amounted to Rp. 3,585.0 billion rose to Rp. 3,612.0 billion in 2012 increased to Rp. 3,710.0 billion in 2013. As per 30 June 2014 the sales turnover has amounted at Rp. 1,905.0 billion with a net profit of Rp. 214.0 billion. Its projected the sales turnover will be higher by at least 6% in 2015. The company has an estimated total networth of at least Rp. 495.0 billion. We observe that P.T. IBR is supported by foreign partner with has financially strong and sound behind it. So far, we did not heard that the company having been black listed by the Central Bank (Bank Indonesia). The company usually pays its debts punctually to suppliers.  

 

The management of P.T. IBR is led by Mr. Sunay Bhagwant Kamat (58), a professional manager with 28 years experience in viscose rayon staple fiber and acrylic fiber manufacturing and distribution. The management is well experienced and handled by professional managers in the above business. They have wide relation with home and overseas private businessmen as well as with the government sector. So far, we did not hear that the management of the company being filed to the district court for detrimental cases or involved in any fraudulent dealings. We observed that management’s reputation in said business is sufficiently fairly good. P.T. INDO-BHARAT RAYON is sufficiently fairly good for business transaction.

 

 

Attachment

 

List of the BIRLA INDONESIA Group Members

 

1.    ELEGANT TEXTILE INDUSTRY, P.T. (Spinning Mills)

2.    INDO-BHARAT RAYON, P.T. (Viscose Rayon Staple Fiber and Acrylic Fiber Industry and

      Investment Holding)

3.    INDO LIBERTY TEXTILE, P.T. (Spinning Mills)

4.    INDO RAYA KIMIA, P.T. (Specialty Chemical Manufacturing)

5.    SUNRISE BUMI TEXTILE, P.T. (Spinning Mills)

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.61.24

UK Pound

1

Rs.98.68

Euro

1

Rs.77.60

 

 

INFORMATION DETAILS

 

Analysis Done by :

SUM

 

 

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.