MIRA INFORM REPORT

 

 

Report No. :

356728

Report Date :

26.12.2015

 

IDENTIFICATION DETAILS

 

Name :

MAPLE LEAF CEMENT FACTORY LIMITED

 

 

Registered Office :

42-Lawrence Road, Lahore

 

 

Country :

Pakistan

 

 

Financials (as on) :

30.06.2014

 

 

Date of Incorporation :

1960

 

 

Com. Reg. No.:

0001107

 

 

Legal Form :

Public Limited Company

 

 

Line of Business :

Subject is engaged in Manufacturing, Selling and Marketing of Cement.

 

 

No. of Employees :

992

 

 

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, 2015

 

Country Name

Previous Rating

(31.12.2014)

Current Rating

(31.03.2015)

Pakistan

B1

B1

 

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-fourth of output and two-fifths of employment. Textiles account for most of Pakistan's export earnings, and Pakistan's failure to diversify its exportshas left the country vulnerable to shifts in world demand. Official unemployment was 6.9% in 2014, but this fails to capture the true picture, because much of the economy is informal and underemployment remains high. Pakistan’s human development continues to lag behind most of the region.. As a result of political and macroeconomic instability, the Pakistani rupee has depreciated more than 40% since 2007. The government agreed to an International Monetary Fund Standby Arrangement in November 2008 to preventa balance of payments crisis, but the IMF ended the Arrangement early because of Pakistan’s failure to implement required reforms. The economy has stabilized, it continues to underperform and foreign investment has not returned to levels seen during themid-2000’s, due to investor concerns related to governance, electricity shortages, , and a slow-down in the global economy. Remittances from overseas workers, averaging more than$1 billion a month, remain a bright spot for Pakistan. After a small current account surplus in fiscal year 2011 (July 2010/June 2011), Pakistan's current account turned to a deficit where it remained through 2014, spurred by higher prices for imported oil and lower prices for exported cotton. In September 2013, after facing balance of payments concerns, Pakistan entered into a three-year, $6.7 billion IMF Extended Fund Facility. The Sharif government has since made modest progress implementing fiscal and energy reforms, and in December 2014 the IMF described Pakistan’s progress as “broadly on track.” Pakistan remains stuck in a low-income, low-growth trap, with growth averaging about 3.5% per year from 2008 to 2014. Pakistan must address long standing issues related to government revenues and the electricity and natural gas sectorsin 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

 


Business Name

 

MAPLE LEAF CEMENT FACTORY LIMITED

 

Full Address       

 

Registered Address

 

42-Lawrence Road, Lahore, Pakistan

                       

Tel #

92 (42) 36278904, 36278905

Fax #

92 (42) 36368721

 

 

Short Description Of Business

 

a.

Nature of Business       

Principally engaged in manufacturing, selling and marketing of cement

b.

Year Established

1960

c.

Registration No.

0001107

 

 

Plant Location

 

Iskanderabad District, Mianwali, Punjab, Pakistan

 

 

Auditors

 

KPMG Taseer Hadi & Co.

(Chartered Accountants)

 

 

Legal Status

 

Public Limited Company (Listed at stock exchanges of Pakistan)

 

 

Details of Management

 

Names

 

Designation

Mr. Tariq Sayeed Saigol

 

Mr. Sayeed Tariq Saigol

 

Mr. Taufique Sayeed Saigol

 

Mr. Waleed Tariq Saigol

 

Mr. Danial Taufique Saigol

 

Mr. Syed Mohsin Raza Naqvi

 

Mr. Zamiruddin Azar

 

Mr. Karim Hatim

Chairman

 

Chief Executive Officer

 

Director

 

Director

 

Director

 

Director

 

Director

 

Director

 

 

Shareholders

 

Categories

 

Shareholding (%)

Directors, CEO and their spouses & minor children

 

Associated Companies, Undertakings & Related Parties

 

NIT & ICP

 

Banks, Development Financial Institutions, Non Banking Financial Institutions

 

Insurance Companies

 

Modarabas and Leasing Companies

 

Mutual Funds

 

General Public

 

Public Sector Companies & Corporations

 

Joint Stock Companies

 

Others

 

0.3693

 

 

58.0618

 

0.0058

 

 

 

4.2691

 

0.3152

 

0.0074

 

10.8552

 

21.8439

 

0.2332

 

2.5356

 

1.5037

 

Associates                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

 

A.         Subsidiary

 

None

           

B.         Associated Companies

           

(1) Kohinoor Textile Mills Limited, Pakistan.

(2) Kohinoor Raiwind Mills Limited, Pakistan.

 

 

Business Activities

 

Principally engaged in manufacturing, selling and marketing of cement

 

 

Number of Employees

 

992

 

 

Plant Capacity & Production of Clinkers

 

 

                                                                2014                          2013

                                                                                                 (In Metric Tons)

 

Current Installed Capacity                      3,360,000                    3,360,000             

 

Actual Production                                  2,694,848                    2,558,888

 

 

Annual Sales Volume

 

Year

 

In Pak Rupees

2014

18,968,547,000/-

 

 

Customers

 

Various local & international

Bankers

           

(1) Allied Bank Limited, Pakistan.

(2) Askari Bank Limited, Pakistan.

(3) Bank Alfalah Limited, Pakistan.

(4) Bank Al-Habib Limited, Pakistan.

(5) BankIslami Pakistan Limited, Pakistan.

(6) Burj Bank Limited, Pakistan.

(7) Bank of Khyber Limited, Pakistan.

(8) Dubai Islamic Bank Limited, Pakistan.

(9) Faysal Bank Limited, Pakistan.

(10) First Dawood Islamic Bank Limited, Pakistan.

(11) First Women Bank Limited, Pakistan.

(12) Habib Bank Limited, Pakistan.

(13) Habib Metropolitan Bank Limited, Pakistan.

(14) HSBC Bank Middle East Limited, Pakistan.

(15) MCB Bank Limited, Pakistan.

(16) Meezan Bank Limited, Pakistan.

(17) National Bank of Pakistan.

(18) NIB Bank Limited, Pakistan.

(19) Soneri Bank Limited, Pakistan.

(20) Standard Chartered Bank (Pakistan) Limited

(21) Summit Bank Limited, Pakistan.

(22) The Bank of Punjab, Pakistan.

(23) Trust Investment Bank Limited, Pakistan.

(24) United Bank Limited, Pakistan.

 

 

Exporting Countries

 

Mainly to Afghanistan, India & Middle East Countries

 

 

Importing Countries

           

Subject mainly import from Companies belongs to European Countries, Japan, Korea, Taiwan, Singapore & China

 

 

Operational Performance

 

Company registered record net sales of Rs. 18,969 million against Rs. 17,357 million in the corresponding period, showing growth of 9.3%. Sales revenue increased owing to improved prices in the domestic market on account of partial absorption of cost increases on the input side. Quantitative growth in local demand was subdued amounting to 2.07% as compared to 3.8% in the previous year. This was due to continuing increase in construction activity in the private and public sectors due to higher utilization of funds released for Public Sector Development Programme. However, exports remained subdued due to lackluster demand, dragged down by declining Afghanistan exports. Gas and Power tariff hike along with massive load shedding of natural gas and electricity have unfavorably impacted profitability during the period. However, the Company is efficiently utilizing its Waste Heat Recovery Plant along with use of alternative fuels to counter this. The Company also benefited from lower prices of imported coal. Keeping in view the above factors, gross profit rose to Rs. 6,523 million in the current period, compared to Rs. 6,045 million in the corresponding period which is encouraging. Operating profits rose to Rs. 5,055 million during the period, compared to Rs. 4,867 million in the corresponding period last year. This robust growth in operating earnings emanated mainly from better cement prices and efficient running of Waste Heat Recovery Plant along with other cost reduction  measures adopted by the Company. Administration costs and other operating expenses were effectively controlled during the current period. There is a notable decline of 14% in financial charges due to deleveraging, reduction in interest rates, and improved cash management. The Company is continuing to repay Sukuk / Syndicate and other debt obligations and is dedicated to keep current on all debt commitments backed by better cash flows and efficient cash management. During the period, the Company has paid off Rs. 3,043 million of long-term debt and profit before tax witnessed a healthy turnaround.

 

 

Contribution to National Exchequer

 

During the year, the Company has contributed an amount of Rs. 4,616 million towards national exchequer in shape of taxes, duties, cess, levies etc. The Company has also contributed through earnings of valuable foreign exchange amounting to US $ 31 million.

 

 

Future Outlook

 

Federal and Provincial governments have jointly allocated over Rs. 1 trillion for Public Sector Development Programme (PSDP) along with increasing urban housing needs of 3 million units, thus private construction projects will give a boost to cement demand in the current year. Increased demand of cement for public sector projects like small dams, roads and bridges together with increased construction activities in the private sector due to expected better performance will give a boost to cement consumption. Demand is expected to further rise due to recent damage to infrastructure due to heavy rains and floods. Cement prices could rise due to higher demand and may result in improved profitability in the current year. Expected anti-dumping duties by South Africa may marginally affect exports by the Company but increase in local demand could nullify the ill effects. Exports of cement from Pakistan to Afghanistan have fallen due to competition from Iranian imports. There are concerns about cement consumption in that country, following withdrawal of coalition forces and possible civil unrest, which may hamper continuation of government development programmes. Exports to India have also declined due to low demand. However, the Company has adopted efficient marketing techniques to discover new export markets to achieve better capacity utilization. Recent PKR appreciation will lower the cost of procuring coal; however, lower realized export retention will largely nullify the benefits of reduced cost of coal procurement. Cost reduction efforts continue to be the main focus in all operational areas and the Company has adopted various strategies to reduce cost including use of alternative fuels and optimized operations of the plant. Moreover, we expect the coal prices to remain subdued in near future. We expect to continue generating strong operating cash flows, which is expected to aid the Company to de-leverage at an accelerated pace.

 

 

Memberships

 

Federation Pakistan Chamber of Commerce & Industry.

Rawalpindi Chamber of Commerce & Industry.

All Pakistan Cement Manufacturers Association.

 

 

Foreign Exchange Rates

 

Currency

 

Unit

Pakistani Rupee

US Dollar

1

          Rs. 103.00

UK Pound

1

          Rs. 159.00

Euro

1

          Rs. 111.25

 

 

Comments

 

Subject Company was established in 1960 and is engaged in manufacturing, selling and marketing of cement. Overall reputation is normal. Trade relations are reported as fair. Subject can be considered for normal business dealings at usual trade terms and conditions.

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.66.20

UK Pound

1

Rs.98.30

Euro

1

Rs.72.41

PKR

1

Rs.0.63

 

Note : Above are approximate rates obtained from sources believed to be correct

 

 

INFORMATION DETAILS

 

Analysis Done by :

KAR

 

 

Report Prepared by :

TPT

 

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%)

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