MIRA INFORM REPORT

 

 

Report No. :

323548

Report Date :

30.05.2015

 

IDENTIFICATION DETAILS

 

Name :

ADITYA BIRLA MINERALS LTD

 

 

Registered Office :

'Septimus Roe Building' Level 3, 256 Adelaide Terrace Perth Wa, 6000

 

 

Country :

Australia

 

 

Financials (as on) :

31.03.2014

 

 

Date of Incorporation :

28.01.2003

 

 

Legal Form :

Australian Private Company

 

 

Line of Business :

The subject operates as an Australian based mining company with a focus on production and exploration.

 

 

No. of Employee :

Not Available

 

 

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 :

Good

 

 

Payment Behaviour :

Regular

 

 

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 – December 31, 2014

 

Country Name

Previous Rating

(30.09.2014)

Current Rating

(31.12.2014)

Australia

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

AUSTRALIA ECONOMIC OVERVIEW

 

The Australian economy has experienced continuous growth and features low unemployment, contained inflation, very low public debt, and a strong and stable financial system. By 2014, Australia had experienced more than 20 years of continued economic growth, averaging more than 3% a year. Demand for resources and energy from Asia and especially China has grown rapidly, creating a channel for resources investments and growth in commodity exports. The high Australian dollar has hurt the manufacturing sector, while the services sector is the largest part of the Australian economy, accounting for about 70% of GDP and 75% of jobs. Australia was comparatively unaffected by the global financial crisis as the banking system has remained strong and inflation is under control. Australia has benefited from a dramatic surge in its terms of trade in recent years, stemming from rising global commodity prices. Australia is a significant exporter of natural resources, energy, and food. Australia's abundant and diverse natural resources attract high levels of foreign investment and include extensive reserves of coal, iron, copper, gold, natural gas, uranium, and renewable energy sources. A series of major investments, such as the US$40 billion Gorgon Liquid Natural Gas project, will significantly expand the resources sector. Australia is an open market with minimal restrictions on imports of goods and services. The process of opening up has increased productivity, stimulated growth, and made the economy more flexible and dynamic. Australia plays an active role in the World Trade Organization, APEC, the G20, and other trade forums. Australia has bilateral free trade agreements (FTAs) with Chile, Malaysia, New Zealand, Singapore, Thailand, and the US, has a regional FTA with ASEAN and New Zealand, is negotiating agreements with China, India, Indonesia, Japan, and the Republic of Korea, as well as with its Pacific neighbors and the Gulf Cooperation Council countries, and is also working on the Trans-Pacific Partnership Agreement with Brunei Darussalam, Canada, Chile, Malaysia, Mexico, New Zealand, Peru, Singapore, the US, and Vietnam.

 

Source : CIA

 

 

                                                                                                           

Company name and address

 

ADITYA BIRLA MINERALS LTD

 

ACN 103515037

ABN 37103515037

 

 

Summary Panel

 

Established

2003

 

Incorporated

2003

 

Line of Business

Mining and production

Status

Trading

Adverse Listings

YES

1

 

 

EXECUTIVE SUMMARY

 

For the financial year ended 31 March 2015 the subject recorded and 81% declined in revenue to $59,041,000, which resulted in an operating Loss before tax of $273,342,000 and an operating Loss after tax of $219,712,000.

 

The company‘s copper production decreased by 72% mainly due to a sinkhole incident in the Nifty Pit followed by the Prohibition Notice issued by the DMP.

 

During fiscal 2015, the subject recorded a deficiency in Net Cashflows from operating activities totalling $61,253,000.

 

As at 31 March 2015 the subject recorded Working Capital of $103,617,000 and a current ratio of 4.3 to 1 indicating strong liquidity levels.

 

Net Assets totalled $284,538,000 as at 31 March 2015.

 

 

CORPORATE SEARCH

 

Status Registered

 

Incorporation Date 28 Jan 2003

 

Incorporation State VIC

 

 

Registered Office

 

 'SEPTIMUS ROE BUILDING'

LEVEL 3, 256 ADELAIDE

TERRACE PERTH WA, 6000

 

Current Directors Total: 7

Director Name PATNAIK, NEELA MADHAB

Appointment Date 14 Oct 2014

Date of Birth 10 Mar 1959

Place of Birth CHATRAPUR, ODISHA INDIA

Gender UNKNOWN

Resident Overseas Y

Address -

Document Number 7E6445993

 

Director Name LADDHA, JAGDISH CHANDRA

Appointment Date 14 Oct 2014

Date of Birth 22 Mar 1959

Place of Birth BHILWARA, STATE RAJASTHAN

INDIA

Gender UNKNOWN

Resident Overseas Y

Address -

Document Number 7E6445993

 

Director Name KRISHNAN, NARAYAN

Appointment Date 20 Nov 2007

Date of Birth 04 Nov 1944

Place of Birth CALICUT INDIA

Gender MALE

Resident Overseas N

Address 30 BULIMBA RD, NEDLANDS WA

6009

Document Number 7E1370843

 

Director Name ANGHIE, MAURICE LEE

Appointment Date 20 Nov 2007

Date of Birth 09 Mar 1942

Place of Birth KANDY SRI LANKA

Gender MALE

Resident Overseas N

Address 57 GLENORCHY CRS,

HAMERSLEY WA 6022

Document Number 7E1370843

 

Director Name BHARGAVA, SURESH

Appointment Date 20 Aug 2007

Date of Birth 07 Mar 1953

Place of Birth MEERUT INDIA

Gender MALE

Resident Overseas N

Address 16 JEDEM CLOSE VW,

VIEWBANK VIC 3084

Document Number 7E1249324

 

Director Name BHATTACHARYA, DEBU

Appointment Date 18 Apr 2003

Date of Birth 13 Sep 1948

Place of Birth INDIA

Gender UNKNOWN

Resident Overseas Y

Address -

Document Number 019007425

 

Director Name PRASANNA, MYSORE

RANGACHARYA

Appointment Date 28 Jan 2003

Date of Birth 07 Apr 1947

Place of Birth MYSORE INDIA

Gender UNKNOWN

Resident Overseas Y

Address -

Document Number 0E8439660

 

 

Current Secretaries Total: 1

Secretary Name TORRE, PETER PATRICK

Appointment Date 21 Apr 2006

Date of Birth 24 Aug 1972

Place of Birth PERTH WA

Address 8 WARABA PLACE MOUNT

CLAREMONT WA, 6010

Document Number 1F0048198

 

Current Other Organisation Officers Total: 1

Officer Role Appointed Auditor

Officer Name ERNST & YOUNG

ACN 029859747

Appointment Date 26 Mar 2003

Address 'ERNST & YOUNG BUILDING', 11

MOUNTS BAY ROAD PERTH WA,

6000

 

Company Shares Total: 313372551 Amount: $459,247,474

Class ORDINARY SHARES [ORD]

Number of Shares Issued 313372551

Paid Capital $459,247,473.50

Total Amount Due and Payable $0.00

Document Number 7E0727648

 

 

SECURITY INTERESTS

 

Effective 30 January 2012 the Personal Property Securities Register (PPSR)  was introduced to give the different Commonwealth, State and Territory laws and registers regarding security interests in personal property under one national system.

 

As a result of PPS Reform a number of existing Commonwealth, State and Territory personal property security registers will close. Interests registered on existing security interest registers will be migrated to the national PPS Register. Subsequently Registered Charges are no longer lodged with the Australian Securities and Investments Commission (ASIC).

 

Please contact us should you require a search of the PPSR.

 

 

BUSINESS STRUCTURE

 

TRADING ADDRESS

 

'SEPTIMUS ROE BUILDING'

LEVEL 3, 256 ADELAIDE

TERRACE PERTH WA, 6000

                       

TELEPHONE                             (618) 9366 8800

 

WEBSITE                                  http://www.adityabirlaminerals.com.au  

 

CONTROLLED ENTITIES           Birla Maroochydore Pty Ltd

Birla Nifty Pty Ltd

Birla Mt Gordon Pty Ltd

 

 

ULTIMATE HOLDING

 

ENTITY                                     Hindalco Industries Limited                   

 

BANK                                       Not determined

                                               

EMPLOYEES                            Not determined

 

 

BACKGROUND

 

The subject was incorporated in Victoria on 28 January 2003 before adopting the current style on 8 March 2006.

 

The company was established in 2003 and began to mine copper in WA and QLD locations. Later that year, Aditya Birla Minerals obtained adjacent exploration tenements to expand copper exploration at a future date.

 

 

OPERATIONS

 

The subject operates as an Australian based mining company with a focus on production and exploration. The company is based in Perth, Western Australia, and conducts copper exploration and production activities at the Birla Nifty Copper Operation (BNCO) in the Great Sandy Desert, WA and the Mt Gordon Copper Operation (MGO) located in the Mt Isa Block, QLD.

 

Aditya Birla Minerals undertakes comprehensive copper miningin Australia, focusing on copper production and exploration at the Western Australian and Queensland locations. Aditya Birla Minerals is part of the Aditya Birla Group and is part owned by Hindalco Industries Ltd. Concentrates produced at each copper mine are shipped to the Hindalco owned copper smelter in India, maximising copper investment opportunities worldwide.

 

Aditya Birla Minerals undertakes mine development and reserve delineation drilling, but holds copper exploration tenements at both sites and plans to increase Copper Exploration activities at a future date.

Birla Nifty Copper Operation

The Birla Nifty copper operation, located in the Great Sandy Desert Region of the East Pilbara in Western Australia, approximately 1,250 km north of Perth and 350 km east of Port Hedland.

 

The Nifty operation comprises of an historical open pit oxide mine and an underground sulphide mine with an associated concentrator. Site infrastructure (powerhouse, camp, airfield, tailings storage facility) supports the sulphide operations. A concentrate storage facility is located at Port Hedland where the concentrate is shipped to overseas customer.

 

Birla Mt Gordon Copper Operation

The Mt Gordon operation is located in northwest Queensland, approximately 120 km north of Mt Isa. The Mt Gordon mine is set up to produce copper in concentrate at an annualized rate of approximately 1.4 mtpa of ore processing.

 

Hindalco Copper Smelter

An industry leader in aluminium and copper, Hindalco Industries Limited, the metals flagship company of the Aditya Birla Group is the world's largest aluminium rolling company and one of the biggest producers of primary aluminium in Asia. Its copper smelter is amongst the largest single location custom smelter globally.

 

 

Hindalco’s copper division operates one of the largest single location customs copper smelter in the world with a capacity of 500,000 TPA Copper Cathode through world class technologies. The Custom Smelter complex at Dahej in state of Gujarat at west coast of India houses copper smelters, refineries, rod plants, captive power plants, a jetty and other utilities.

 

Aditya Birla Minerals’ Queensland and Western Australian copper mines are integral to the business operations of Birla Copper. The underground mining at both the Queensland and Western Australian copper mine contributes towards the copper smelters’ recognition as one of the largest single location copper smelters in the world.

 

Activities are conducted from premises located at the above listed trading address.

 

 

ADVERSE

                                               

A search of traced the following litigation listed against the subject at that date.

 

Court Writs Total: 1 Amount: $53,000

Action Date 23 Aug 2012

Amount $53,000.00

Creditor GRANT VINCENT LONG

Plaint Number 13410/12/WPER

Court Type Magistrates Court

Role in Court Action Principal

Co-Borrower -

Status Outstanding

Status Date -

Writ Type SUMMONS

 

 

FINANCES

 

The subject is listed on the Australian Stock Exchange.

 

From the subject’s preliminary financial statements, it is noted that for the financial year ended 31 March 2015 the subject recorded and 81% declined in revenue to $59,041,000, which resulted in an operating Loss before tax of $273,342,000 and an operating Loss after tax of $219,712,000.

 

The company‘s copper production decreased by 72% mainly due to a sinkhole incident in the Nifty Pit followed by the Prohibition Notice issued by the DMP. Correspondingly, the sales volume also declined by 80% compared to the previous year.

 

The profitability during the year was adversely affected and lower than the previous year mainly due to the

following factors:

 

The copper production at Nifty was lower by 71% during the FY14-15 at 12,698 tonnes compared to the previous year FY14 production of 44,071 tonnes. The ore mined was 0.95 million tonnes representing a decrease of 58% compared to the previous year ore mined of 2.28 million tonnes mainly due to the sinkhole incident. The average head grade reduced to 1.56% (2.08% in FY14).

 

The company incurred $22.113 million of costs while operations were suspended post the sinkhole incident.

 

The realisation rate per tonne of copper (net of Tc/Rc charge) reduced by 11% from A$6,853/t in FY14 to A$6,120/t in FY15 due to the sharp fall in LME copper prices despite the depreciation of AUD vis-àvis USD.

 

The C1 cost per pound of copper increased to A$4.12 /lb in FY15 compared to A$2.63/lb in FY14 due to lower copper production in spite of the significant reduction in absolute costs achieved through various cost optimization measures.

 

The Mt Gordon operations have been put under Care and Maintenance since April 2013 due to high unit cost of production per tonne of copper on account of lower production rates coupled with lower LME Copper prices. Overall care and maintenance costs have been reduced by 44% at $7.8 million in FY15 compared to $13.9 million incurred in FY14.

 

 

6. The Company received a gain of $16.87 million on cancellation of derivative contracts for copper and currency due to uncertainity of the production from Nifty post sinkhole. The company also received a net foreign exchange gain of $11.90 million ($15.48 million in FY14) mainly on USD term deposits due to the depreciation of the Australian dollar.

 

Below is a summary of the subject’s income results for the past two financial years.

 

Aditya Birla Minerals Ltd - consolidated

 

As at 31 March 2015

As at 31 March 2014

Change (%)

Revenue

$59,041,000.00

$317,417,000.00

-81.40%

Profit b/tax

($273,342,000.00)

($4,267,000.00)

6305.95%

Profit a/tax

($219,712,000.00)

($224,000.00)

97985.71%

Net Profit Margin

-372.13%

-0.07%

-372.06%

 

 

During fiscal 2015, the subject recorded a deficiency inNet Cashflows from operating activities totalling $61,253,000.

 

As at 31 March 2015 the subject recorded total current assets of $134,976,000. They included cash of $55,226,000, receivables of $20,962,000 and inventories of $55,929,000.

 

Current liabilities at the same date totalled $31,359,000 and included payables of $22,505,000 and provisions of $3,675,000.

 

As at 31 March 2015 the subject recorded Working Capital of $103,617,000 and a current ratio of 4.3 to 1 indicating strong liquidity levels.

 

Net Assets totalled $284,538,000 as at 31 March 2015. At this date, the subject further recorded a Debt to Equity ratio of 0.38 to 1 showing low levels of gearing.

 

At 31 March 2015 the group had access to financing facilities with a combined limit of $59,000,000. These facilities were drawn to $50,111,000 at this time

 

 

Aditya Birla Minerals Ltd - consolidated

 

As at 31 March 2015

As at 31 March 2014

Change (%)

Revenue

$59,041,000.00

$317,417,000.00

-81.40%

Profit b/tax

($273,342,000.00)

($4,267,000.00)

6305.95%

Profit a/tax

($219,712,000.00)

($224,000.00)

97985.71%

Net Profit Margin

-372.13%

-0.07%

-372.06%

Current Assets

$134,976,000.00

$222,118,000.00

-39.23%

Non Current Assets

$257,336,000.00

$447,315,000.00

-42.47%

Total Assets

$392,312,000.00

$669,433,000.00

-41.40%

Current Liabilities

$31,359,000.00

$34,280,000.00

-8.52%

Non Current Liabilities

$76,415,000.00

$119,891,000.00

-36.26%

Total Liabilities

$107,774,000.00

$154,171,000.00

-30.09%

Net Assets

$284,538,000.00

$515,262,000.00

-44.78%

Working Capital

$103,617,000.00

$187,838,000.00

-44.84%

Current Ratio

4.30

6.48

-33.57%

Debt to Equity

0.38

0.30

26.59%

 

 

TRADE SURVEY

 

During the current investigation, contact with the subject’s principals was unable to be established.

 

Subsequently details pertaining to the company’s suppliers were unable to be obtained and a trade survey could not be conducted.

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.63.76

UK Pound

1

Rs.97.80

Euro

1

Rs.69.91

 

 

INFORMATION DETAILS

 

Analysis Done by :

RAS

 

 

Report Prepared by :

ANK

 


 

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.