MIRA INFORM REPORT

 

 

Report No. :

339881

Report Date :

11.09.2015

 

IDENTIFICATION DETAILS

 

Name :

NIRLAT LTD.

 

 

Formerly Known as :

UNIVERCOL – HILLEL HOFFMAN & SONS LTD.

 

 

Registered Office :

D.N. Negev NIR OZ 8512200

 

 

Country :

Israel

 

 

Date of Incorporation :

13.07.1980

 

 

Legal Form :

Private Limited Company

 

 

Line of Business :

Manufacturers and marketers of paints, paint powders and additives, lacquers and varnishes, insulating materials and sealants

 

 

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 – March 31, 2015

 

Country Name

Previous Rating

(31.12.2014)

Current Rating

(31.03.2015)

Israel

B1

B1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

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 2013, 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. Israel's economy also has weathered the Arab Spring because strong trade ties outside the Middle East have insulated the economy from spillover effects. Slowing demand domestically and internationally and reduced investment due to uncertainties caused by the Gaza conflict in summer 2014 have reduced GDP growth to about 2% during 2014. 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 expected to come online no sooner than 2017, but production from Tamar provided a one percentage point boost to Israel's GDP in 2013 and a 0.5% boost 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 and has started splitting up the oligopolies to address some of the grievances but has maintained that it will not engage in deficit spending to satisfy populist demands. 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

 

NIRLAT LTD.

 

Telephone 972 8 998 63 33

Fax           972 8 998 28 19

D.N. Negev

NIR OZ      8512200       ISRAEL

 

 

HISTORY & LEGAL FORMATION

 

Originally established as a limited partnership, registered as per file
No. 55-000510-2 on the 13.07.1980.

 

Converted into a private limited company and registered as such as per file
No. 51-185124-8 on the 01.09.1993.

 

In October 1999 NIRLAT COLORS LTD. (formerly UNIVERCOL – HILLEL HOFFMAN & SONS LTD.) announced it has acquired full ownership in subject from OZ NIR and ORLITE INDUSTRIES LTD. and merge it within its activities. The 50% acquisition from ORLITE was made for a sum of NIS 15.6 million.
The merger was approved by the Controller for Trade Restrictions in July 1999.

In January 2002, subject acquired all activities and assets of G.D. GAVISH AGENCIES LTD., for a sum of NIS 1.4 million.

 

In July 2009 NIRLAT MARKETING LTD. was merged into subject.

 

 

SHARE CAPITAL

 

Authorized share capital NIS 16,000,001.00, divided into –

10,500,001 ordinary "A" shares (8,250,001 shares issued),

5,500,000 ordinary "B" shares (issued), all of NIS 1.00 each,

of which shares amounting to NIS 13,750,001.00 were issued.

 

 

SHAREHOLDERS

 

Subject is a wholly-owned subsidiary of NIRLAT COLORS LTD., owned by:

1.    INROM CONSTRUCTION INDUSTRIES LTD., 61.1%, a public limited company, controlled (55.5%) by INROM INVESTMENT IN INDUSTRY (H.B.) LIMITED PARTNERSHIP (LP), owned by INROM INDUSTRIES LTD., fully controlled by FIMI Investment Fund, controlled by Ishay Davidi (Eldad Ben-Moshe holds 9.7% in INROM LP),

2.    OZ NIR HOLDINGS AND PROJECTS GENERAL PARTNERSHIP, 38.9%, a general partnership controlled by KIBBUTZ NIR OZ and KIBBUTZ NIRIM, both co-operative societies, operating communal agricultural settlements.

 

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 NIRLAT COLORS and other INROM Group's subsidiaries were transferred to INROM CONSTRUCTION from INROM INDUSTRIES – see more in CHARACTER.

 

 

DIRECTORS

 

1.      Oded Frenkel, Chairman and General Manager,

2.      Haim Bergfreund, CFO of NIRLAT COLORS,

3.    Eldad Ben-Moshe, General Manager of INROM Group,

4.    Noam Schalke, CFO of INROM.

 

 

BUSINESS

 

Manufacturers and marketers of paints, paint powders and additives, lacquers and varnishes, insulating materials and sealants

75% of Group's sales are trade and retail, 20% are to the industry and institutional market and % of sales are for export.

 

Subject supplies to contractors and building companies, DIY retail chains (including largest DIY chains ACE DIY and HOME CENTER), wholesalers and many retailers.

Among other clients: EPOCOL, THERMOKIR INDUSTRIES, BEER SHEVA MESH, MOR MARKETING OF BUILDING PRODUCTS, HECHT EFRAIM

 

Some 65% of raw materials purchasing are imported (mainly Western Europe), the rest from local suppliers.

Group is Sole local representatives and distributors for (among others):

DOW CORNING, of Belgium & U.S.A.,

DISNEY (painted wall figures), PPG, SHERWIN WILLIAMS, all of USA,

IMPAX, INVEBI, both of Italy,

ICP, LENCO, both of France,

LAFARGE (plaster), of Ireland,

KANAKA, of Japan,

AKZO NOBEL, of Spain,

NATIONALGYPSUM CO. - multinational company.

 

Among local suppliers: LAGEEN, DEPOTCHEM, M. GOLD IMPORT AND MARKETING, ALCO CHEMICALS, MYKO ENGINEERING, KFAR GILADI QUARRIES, CANIEL PACKAGING INDUSTRIES, AKTIS CHEMICALS, DORMECO

Advertising agency: GLICKMAN NETLER SAMSONOV ADVERTISING CO.

 

Operating from premises, land very long-term leased from the State, on total area of 45,000 sq. meters (16,000 sq. meters built), in Kibbutz Nir Oz - offices, plant and warehouses which serve the NIRLAT Group, mainly subject.

Also operating from offices (owned by parent company), in 6 Hamelacha Street, Industrial Zone South, Netanya, part of the premises of NIRLAT Group, on a plot of 5,000 sq. meters (4,250 sq. meters built), also very long-term leased from the State. In addition, operating from a rented 300 sq. meters branch (also showroom) in Dan Design Center, Bnei Brak.

 

Having 424 employees in INROM CONSTRUCTION's Paint Products segment, as of end of 2014, most serving subject (had 427 employees in end of 2013).

Having 828 employees in CONSTRUCTION INDUSTRIES as of end of 2014 (had 808 employees in end of 2013).

There are some 1,400 employees in the whole INROM Group.

 

 

MEANS

 

Stock was valued at NIS 45 million in the beginning of 2014.

 

Subject is an “Approved Enterprise” and as such enjoys tax benefits and State incentives.

 

INROM CONSTRUCTION reported it invested in its Paint Products segment NIS 12 million in 2012-2013 in fixed assets.

 

Assets attributed to INROM CONSTRUCTION Paint Products segment as of 31.12.2014: NIS 300,295,000 (NIS 293,241,000 as of 31.12.2013); Liabilities NIS 177,605,000 (NIS 185,617,000 as of 31.12.2013).

 

In June 2012 it was reported that NIRLAT is erecting a new plant for industrial paints with investment of NIS 20 million, and expected to start operations by end of 2012.

 

In May 2014 INROM CONSTRUCTION raised a total of NIS 354.6 million issuing shares and options on the Tel Aviv Stock Exchange.

 

INROM CONSTRUCTION INDUSTRIES current market value US$ 252.8 million.

As for the 1stH 2014 INROM Group was valued at NIS 1.5 billion (around NIS 1 billion for the public part which subject was part of, and NIS 300 – 400 million for the non-public part (see OTHER COMPANIES below).

 

Financial data is included in the consolidated B/S of ('grand') parent company, INROM CONSTRUCTION INDUSTRIES LTD., which shows:

 

                                                                                           NIS (thousands)

                                                                                  31.12.2014            30.06.2015

ASSETS

Current assets

     Cash and cash equivalents                                              21,509                  30,041

     Other financial assets                                                        6,770                    1,152

     Clients                                                                          339,501                 376,438

     Other debtors and current assets                                     11,571                  10,002

     Stock                                                                             95,062                  90,111

                                                                                         474,413                 507,744

Non-current assets

     Fixed assets, net                                                           173,597                 174,419

     Goodwill and intangible assets                                          9,271                    9,094

     Other non-current assets                                                   3,172                    3,089

                                                                                         186,040                 186,602

                                                                                         660,453                 694,346

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

 

LIABILITIES

Current liabilities                                                                 244,771                 252,458

Non-current liabilities                                                          177,137                 158,282

Equity                                                                               238,545                 283,606

                                                                                         660,453                 694,346

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

 

 

There are 22 charges for unlimited amounts registered on the company's assets, 3 of the charges on financial assets (charges placed between 1995-2004), in favor of Bank Leumi Le’Israel Ltd., The First International Bank of Israel Ltd. and Union Bank of Israel Ltd., 1 charge (placed in 1995) in favor of the State of Israel, and remaining 19 charges (placed between 2005-2010) in favor of a leasing company on vehicles.

 

 

REVENUES

 

Subject's local sales (without export, which comprises 5% of total sales):

2013 sales were NIS 288,245,000.

2014 sales were NIS 297,953,000.

                                                                                                                               

Consolidated sales from the financial statements of INROM CONSTRUCTION's Paint Products segment:

2011 sales were NIS 357,048,000, making an operating profit of NIS 38,685,000.

2012 sales were NIS 370,462,000, making an operating profit of NIS 32,349,000.

2013 sales were NIS 400,673,000, making a gross profit of NIS 142,290,000 and an operating profit of NIS 54,075,000.

2014 sales were NIS 395,714,000, making a gross profit of NIS 142,513,000 and an operating profit of NIS 58,445,000.

Parent NIRLAT COLORS LTD. ended 2014 with a net profit of NIS 43,468,000.

 

Sales for the first 6 months of 2015 were NIS 199,361,000, making an operating profit of NIS 33,823,000.

 

                                                              INROM CONSTRUCTION INDUSTRIES LTD.

                                                              Consolidated Statement of Income (pro forma)

                                                                                      Year ended 31.12

                                                                                         NIS (thousands)

                                                                             2012              2013                2014

Sales                                                                   743,197          809,393            833,186

 

Gross profit                                                         247,762          292,700            305,052

 

Operating income                                                  86,170          119,273            131,644

 

Profit before taxes on income                                73,666          107,230            128,283

 

Net income                                                            54,160           79,949              93,622

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

 

INROM CONSTRUCTION INDUSTRIES LTD. consolidated revenues for the first 6 months of 2015 were NIS 436,400,000 (3% increase compared to the parallel period in 2014), making a gross profit of NIS 161,663,000, an operating income of NIS 71,161,000, and a net income of NIS 44,124,000.

 

 

OTHER COMPANIES

 

NIMNI PAINTS NORTH LTD., 100%, marketing arm to the northern region, having 15 employees.

NADIR VEGA PROJECTS LTD., 100%, developers, manufacturers, marketers and exporters of industrial electrostatic powder paints (powder coating).

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

 

NIRLAT COLORS LTD. (also known as NIRLAT PAINTS) parent company, also fully owns:

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.

 

INROM CONSTRUCTION INDUSTRIES LTD., a holding public company, besides NIRLAT Group, also owns:

CARMIT MISTER FIX LTD., 100%, manufacturers and marketers of building finishing products and materials (insulation plasters, bonders, adhesives, supplements for building, etc.).

YTONG INDUSTRIES LTD., 100%, holding company, owns: YTONG LTD., manufacturers and marketers of concrete blocks, building material, and

YTONG PAVING LTD.

 

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

 

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

 

OZ NIR HOLDINGS AND PROJECTS GENERAL PARTNERSHIP, a general partnership controlled by KIBBUTZ NIR OZ and KIBBUTZ NIRIM, both co-operative societies, operating communal agricultural settlements. Both have holding in other enterprises (including cooperative societies for marketing agricultural produce).

 

 

BANKERS

 

Bank Leumi Le’Israel Ltd., Netanya Business Branch (No. 717), Netanya.

Also working with:

Bank Hapoalim Ltd., Business Central Branch (No. 600), Tel Aviv.

The First International Bank of Israel Ltd., Main Tel Aviv Branch (No. 046), Tel Aviv.

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

 

 

CHARACTER AND REPUTATION

 

There are several legal cases in which NIRLAT Group has been involved in, though considered part of the business routine and relatively insignificant.

 

In July 2013 it was reported that subject's distributor in Benelux countries, SINOVA, filed a NIS 4.7 million lawsuit against subject to the Tel Aviv District Court, due to recurring faults in subject's products, which caused the plaintiffs hefty damages in front of their clients. Subject argues in response that along the many years of selling their products there has never been any such problems or complaints, while SINIVA is a new company which encountered financial difficulties trying to avoid paying subject. We did not find further data on matter.

 

Nothing unfavorable learned, apart from the above.

 

Subject is the second largest paints manufacturer in Israel, after TAMBOUR.

The paint and allied sealants market in Israel is estimated at NIS 1.2 billion per annum (marked 5%-6% rise in 2012), from which some two thirds are for the home sector (49% acrylic, 11% lime and 28% for wood and metal) and the balance for the industrial sector. NIRLAT's officials estimated their market share at 30%.

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

Subject is certified with ISO 9001:2000 and other international standards.

Kibbutz Nir Oz and Kibbutz Nirim are both communal agricultural settlements.

Nir Oz was established in 1957. It has 220 members (total population 400).

They cultivate field crops, breed livestock, etc., as well as operating the Nir Oz feed mill and other small ventures.

Kibbutz Nirim was established in 1946. It also has 220 members (total population 400). They cultivate field crops, grow avocado plantation, flowers greenhouses, operate husbandry (cows, poultry), as well as other small ventures.

 

INROM Group established INROM CONSTRUCTION INDUSTRIES LTD. for the sake of an IPO of some 45% of its shares. INROM CONSTRUCTION assumed the holding of INROM Group in 3 main companies (and their subsidiaries): CARMIT MISTER FIX LTD., YTONG LTD. and of NIRLAT COLORS, and in May 2014 raised a total of NIS 354.6 million issuing shares and options on the Tel Aviv Stock Exchange. Other members of INROM Group were not part of the IPO.

 

In 2005, it was reported that subject received the concession for marketing sealants of Japanese KANEKA in Israel and several Mediterranean countries.

 

In March 2006, it was reported that subject launched a new design center (300 sq. meters in Bnei Brak) with an investment of US$ 1.5 million.

In June 2006, subject signed an agreement with local FRESCO PAINTS IMPORT & MARKETING LTD., for marketing FRESCO's products.

 

In the framework of a re-organization process, in August 2008 grand-parent company YTONG INDUSTRIES published a tender offer for the shares of parent company NIRLAT COLORS LTD. held by the public (10.6%), in consideration of NIS 13.8 million. Following the completion of the tender offer in the beginning of September 2008, NIRLAT COLORS’s shares were de-listed from trade on the Tel Aviv Stock Exchange (TASE). In parallel, parent company YTONG INDUSTRIES shares were also de-listed from trade on TASE.

FIMI Fund, which already purchased 50% of INROM in December 2007 for NIS 144 million, purchased the other 50% in November 2008 for NIS 105 million, reaching full control of INROM Group.

 

In May 2009 it was reported that subject signed an agreement with IMPEX of Italy to be the sole representative in Israel for the next 3 years. Deal estimated at NIS 10 million.

 

In July 2009 it was reported that subject signed an agreement with DISNEY, giving them the exclusive rights for painting Disney’s figures on children room walls (brand name “Colors). Reported investment in the move is NIS 2.5 million.

 

In February 2010 it was reported that subject is launching an advertising campaign for NIS 2.5 million (similar investment to the advertising campaign in the parallel period of 2009). In June 2010 the Group launched a promotional campaign with an investment of NIS 6.5 million.

 

In 2010 NIRLAT acquired CHEMITAL, which holds concessions of international paint manufacturers for local marketing, for NIS 3 million.

In June 2013 it was reported that ACE DIY chain, one of the 2 leading chains for DIY products, chose subject as a strategic partner in order to expand their paints activities, that on account of subject's main rival TAMBOUR. According to estimation, ACE captures 2%-3% of paints local sales.

 

In June 2015 INROM reported that subject's sister company YTONG received an order to manufacture concrete blocks for the new Haifa Port, in volume of NIS 104 million.

                                                                                                                            

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 and CEO Ishay Davidi (other senior partners are Sam Vlodinger and Eldad Ben-Moshe). FIMI invests in traditional industry companies with growth potential overseas. Having a successful track record of 78 major transactions (48 cash exits) and manages over US$ 2 billion in assets. Presently, the Fund has more than US$900 million equity available for new investments. FIMI investors list includes leading US and Israeli institutional investors (in Israel includes all largest financial institutions, i.e banks, insurance companies and provident & pension funds). 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.

 

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 for 2014, investments in construction for dwelling in 2014 fell by 1.2%, after an increase of 1.2% in 2013 and 8.6% in 2012. Investments in construction not for dwelling (public institutions, commerce, industry, etc.) and other construction works (e.g. roads, offices, industrial, institutional) dropped 13% in 2014, after climbing 8% in 2013.

Total investment in buildings and other construction works in 2014 reached NIS 104.15 billion, 6% decrease from 2013 (when it rose 3.7% from 2012). The investment included NIS 66 billion in residential building (-1.2% from 2013), of which 91.5% was for private building, the rest for public building. Construction fell despite the Government's efforts to increase investments. The fall in investment also lead to a rise in houses prices.

Investment in construction for non-residential building (public institutions, commerce, industry, etc.) summed up to NIS 19.4 billion in 2014 (-12% from 2013), and investment in other construction works (e.g. roads, offices, industrial, institutional) reached NIS 18.75 billion (-14%).

Investments in infrastructures comprise 19% of total investments in construction.

 

The annual volume of houses renovations according to the Renovations Contractors Association is estimated at NIS 15 billion, and the turnover of the ceramics branch is estimated to capture NIS 2.3 billion (which comprises some 80% of the branch's total volume).

 

 

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.66.58

UK Pound

1

Rs.102.29

Euro

1

Rs.74.71

 

 

INFORMATION DETAILS

 

Analysis Done by :

DIV

 

 

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%)

 

 

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This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.