MIRA INFORM REPORT

 

 

Report No. :

347047

Report Date :

28.10.2015

 

IDENTIFICATION DETAILS

 

Name :

ALTOS HORNOS DE MEXICO, S.A.B. DE C.V.

 

 

Registered Office :

Prol. Nereo Rodríguez Barragán 1205-3A Edificio Caletto 2 Col. Tequisquiapan San Luis Potosí, S.L.P.,

 

 

Country :

Mexico

 

 

Financials (as on) :

31.12.2014

 

 

Date of Incorporation :

1942

 

 

Legal Form :

Sociedad Anónima Bursátil de Capital Variable

 

 

Line of Business :

Manufacturing of Primary Metals

 

 

No. of Employees :

19000

 

 

RATING & COMMENTS

 

MIRA’s Rating :

B

 

RATING

STATUS

PROPOSED CREDIT LINE

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

Small

 

Status :

Moderate

 

 

Payment Behaviour :

Slow But Correct

 

 

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)

Mexico

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

STATUTORY INFORMATION

 

Order:

Altos Hornos de MExico S.A.B. de C.V.

Address in the order:

pROLONGACION jUAREZ s/n cOL lALOMA c p 25770 mONCLOVA cOAHUILA

Legal Name:

ALTOS HORNOS DE MEXICO, S.A.B. DE C.V.

Trade Name:

AHMSA

RFC:

AHM-420706-U10

Date Created:

1942

Date Incorporated:

1942

Legal Address:

Prol. Nereo Rodríguez Barragán 1205-3A Edificio Caletto 2 Col. Tequisquiapan San Luis Potosí, S.L.P., Mexico

Operative Address:

Prol. Nereo Rodríguez Barragán 1205-3A Edificio Caletto 2 Col. Tequisquiapan San Luis Potosí, S.L.P., Mexico

Telephone:

(444) 813 34 84

Fax:

(444) 813 34 84

Legal Form:

Sociedad Anónima Bursátil de Capital Variable

Email:

ventas@ahmsa.com

Registered in:

Mexico

Website:

www.ahmsa.com

Contact:

Engineer Luis Zamudio Miechielsen, Chief Executive Officer

Staff:

19 000

Activity:

Primary Metals Manufacturing Industry

 

 

BANKS

BANAMEX

 

 

 

The company does not disclose its banking information

History:

 

AHMSA was founded in Mexico by American Harold R. Pape in 1942. In the late 1970s, it was nationalized by the federal government.


In 1991, it was reprivatized when AHMSA was purchased by Grupo Acerero del Norte (“GAN”), led by current Chairman Alonso Ancira.


In 1997, AHMSA announced that it began operation of Blast Furnace No. 2 as part of the Company's scheduled operational programs.


Mr. Ancira left the country in 1999.

In February 2000, AHMSA announced that it has reached an agreement with the debt holders of Altos Hornos de Mexico, S.A. de C.V. (AHMSA) to restructure AHMSA's debt.

In October 2002, Representatives of the banks, led by Bank of America, Banamex and Bancomer, confirmed that they wished to remove Alonso Ancira from the administration of the company.

In the early 2000s, AHMSA filed for bankruptcy amid declining steel prices. In September 2004, AHMSA announced a strategic alliance with Russian Investors. In recent years, as the price of steel recovered, AHMSA has returned to profitability and plans to exit bankruptcy sometime in 2011.

 

Altos Hornos de México, S.A.B. de C.V. is a subsidiary of Grupo Acerero del Norte S.A. de C.V.

 

Altos Hornos de México to Cut Output, Investments as Steel Prices Slump


Jun 4 15


Altos Hornos de México will cut production and halt investments in response to falling steel prices and unfair competition. The company announced that prices of the metal have fallen 40% in five months and are now 70% lower than in 2008, due to a global production surplus. The company will reduce production by 20%, halt investments totaling MXN 3.9 billion and cut its workforce by 20%, a reduction of 4,500 jobs. Additional steps may be taken if necessary, but orders will not be affected.

 

 

PRINCIPAL ACTIVITY

 

 

Altos Hornos de Mexico, S.A.B. de C.V. (AHMSA) is a steel plant in Mexico. It has corporate offices in Monclova, Coahuila, in the center of the Mexican state of Coahuila, 155 miles from the United States border. In an area of nearly 3,000 acres operates two steelworks plants. AHMSA´s operations start with the extraction of coal and iron ore and finishes with the manufacture of high value-added steel products. Currently, AHMSA operates at an annual production rate of 3.5 million metric tons of liquid steel.

Products/Services description:

It is a national leader in the production and commercialization of flat steel products including Hot Rolled Coil, Wide Plate, Cold Rolled Coil, Tinplate and Tin-Free Steel. It also produces non-flat steel products like Heavy Shapes. The Company has its own coal mines in Palau, located 70 miles from Monclova. Once extracted, the washed coal is shipped by railroad to AHMSA’s coke plants.

 

It provides steel plate products for automotive, re-rollers, railroad, and distribution and service center markets; hot rolled products for machinery and mechanic equipment, pipe, wind towers, propane tanks, automotive, and railroad markets; and cold rolled products for motors, pipe, appliances, and public lighting markets. The company also offers tin plate products for home appliances, galvanizers, tapes and strapping, perfileros, electronics, containers and lids, and pipe markets; tin-free steel products for containers and lids, and sealing and bottle caps markets; and structural shape products for distributors, construction, and mining markets.

Brands:

AHMSA 

Sales are:

Wholesale

Clients:

Automotive, re-rollers, railroad, and distribution and service center markets 

Suppliers:

SIMPLEX CASTINGS LTD.

India

 

BOMBARDIERI S. P. A.

Italy

 

SIEMENS VAI METALS TECHNOLOGIES GMB

Austria

 

PRIMETALS TECHNOLOGIES AUSTRIA GMBH

Austria 

Operations area:

National  

The company imports from

Europe, India 

The company exports to

No exports 

The subject employs

19 000

Payments:

Slow But Correct 

 

 

LOCATION

 

Headquarters :

Prol. Nereo Rodríguez Barragán 1205-3A Edificio Caletto 2 Col. Tequisquiapan San Luis Potosí, S.L.P., Mexico

Branches:

AV. Mariano Otero 1249
Col. Rinconada del Bosque
3er Piso en Torre Pacifico.
Guadalajara, Jal.

Ave. Fundidora No. 501
Edificio CINTERMEX
Local 125, Planta Baja
Col. Obrera
Monterrey, N.L.

Campos Elíseos 29, 7o. Piso
Col. Chapultepec Polanco
C.P. 11580 Miguel Hidalgo
México, D.F.

Prol. Juarez s/n, Col. La Loma
Edificio GAN Modulo II
Monclova, Coahuila
C.P. 25770

Subsidiaries:

As of April 2014, its subsidiaries included:
Cia. Real de Monte y Pachuca (RDM)
Hojalata Mexicana SA. de CV. (HOMESA)
Linea Coahuila-Durango SA de CV
Minera del Norte
Nacional de Acero SA. de CV. (NASA)
Unidad Cerro del Mercado
Unidad Hercules
Unidad MICARE
Unidad MIMOSA

 

 

GROUP STRUCTURE AND SUBSIDIARY COMPANIES

 

Listed at the stock exchange:

NA

Shareholders:

The company is based in Monclova, Mexico. Altos Hornos de México, S.A.B. de C.V. is a subsidiary of:

Grupo Acerero del Norte S.A. de C.V.
Mexico

Management:

Engineer Luis Zamudio Miechielsen, Chief Executive Officer
Mr. Alonso Ancira Elizondo, Executive Chairman
Lic. Jorge A. Ancira Elizondo, Chief Financial Officer
Manuel Ancira Elizondo, Chief Operating Officer
Armando Ferizz Dominguez, Head of Steel and Corporate
Engineering

 

 

FINANCIAL INFORMATION

 

 

We attach latest financial statements.

 

 

 Altos Hornos de Mexico reported earnings results for the third quarter and nine months of 2014.

 

For the quarter, the company reported a net loss of MXN 669 million compared to a net loss of MXN 520 million in the same quarter of 2013.

 

The company sold 932,943t of steel products and 1.78Mt of thermal coal in the quarter, up 5% and 16%, respectively, from third quarter of 2013. Total sales rose 16.4% to MXN 11.0 billion, while Ebitda increased 13.5% to USD 43.4 million.

 

The net loss for the first nine months of 2014 was MXN 296 million, compared to a MXN 1.50 billion net loss in the same period last year. The company provided production guidance for the year 2015. The company expects to produce 5Mt liquid steel in 2015, compared to 4.16Mt in 2013, with the increase mainly due to its USD 2.30 billion Fénix expansion project.

 

 

LEGAL FILINGS

 

 There are no legal connected to the subject 

 

 

SUMMARY

 

 

Altos Hornos de Mexico, S.A. de C.V. (AHMSA) is an integrated steel plant in the country.

 

The Company is involved in the extraction of coal and iron ore and manufactures steel products.

 

AHMSA operates at an annual production rate of approximately 3.5 million metric tons of liquid steel.

 

In the face of the negative situation of artificially low prices due to unfair imports, AHMSA presented claims before the appropriate authorities, against producers from various countries, primarily from Asia and Eastern Europe, upon detecting irregularities in the introduction into the country of products like coiled plate, hot-rolled coil, and cold-rolled coil.

 

The company’s latest financial figures show negative profitability.

 

We suggest working with low Credit line and monitoring the subject for the following 12 months.

 

 

RISK INFORMATION

 

 

The company announced that prices of the metal have fallen 40% in five months and are now 70% lower than in 2008, due to a global production surplus.

 

The company will reduce production by 20%, halt investments totaling MXN 3.9 billion and cut its workforce by 20%, a reduction of 4,500 jobs. Additional steps may be taken if necessary, but orders will not be affected.

 

 

DEBTS

Controlled

PAYMENTS

Slow But Correct

CASH FLOW

Normal

STATUS

Active

 

 

INTERVIEW

 

NAME

NA 

POSITION

Administrative 

COMMENTS

The person contacted confirmed address, managers, ownership and activity. 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.64.95

UK Pound

1

Rs.99.73

Euro

1

Rs.71.84

 

 

INFORMATION DETAILS

 

Analysis Done by :

DIV

 

 

Report Prepared by :

DPT

 

               

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.