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BOC Kenya

BOC Kenya FY07 Profit After Tax Rise by 17.71%

BOC Kenya’s PAT for the fifteen months financial year ended December 31 2007 rose by over a quarter compared to their results reported at the end of their 12 month accounting year (September 30, 2006). Profits before tax increased by 19.8% to stand at Ksh.400 million for the 15 period months to December 2007 from Ksh334 million for 12 months period to September 2006.

BOC Kenya FY07 Profit After Tax Rise by 17.71%
BOC Kenya’s PAT for the fifteen months financial year ended December 31 2007 rose by over a quarter compared to their results reported at the end of their 12 month accounting year (September 30, 2006). Profits before tax increased by 19.8% to stand at Ksh.400 million for the 15 period months to December 2007 from Ksh334 million for 12 months period to September 2006.

Following a take over of BOC plc group by Linde Group limited in September 2006 the company changed their accounting period, from September 30 to December 31, in order to get in line with the new parent’s reporting schedule.

Post election Violence Effects
The recent political gridlock paralyzed their distribution system, negatively impacting on the manufacturing sector in Uganda and Tanzania. Some companies in Kenya had to put their investment decisions on hold and suspended projects while most of their customers were not operating efficiently.

Future Outlook & challenges
There are plans to expand BOC’s air separation unit in the next 18 months, replacing the older unit installed in 1985 with one that will have a capacity to meet its needs for the next 15 years. The company also wants to expand its regional outlook in Tanzania and Uganda, while still deepening its local operations.

The company is faced by several challenges including prolonged shortages of Argon and Liquefied Petroleum Gas, increase in input costs such as steel, fuel and power and the poor state of road infrastructure that lead to increased maintenance costs for its fleet.

Share Activity
BOC’s shares are suspended from trading at the NSE pending the outcome of an appeal by the Capital Markets Authority (CMA) over an acquisition attempt by BOC of carbon dioxide manufacturer Carbacid. CMA declined to endorse the deal arguing that BOC Kenya had not met all the terms of the offer. The company has been adversely affected by the freeze on its planned merger with Carbacid Kenya, also a listed company.

Last year, the company was dropped from the 20-share index and replaced by KenGen due to its suspension for more than one year.

Dividend Payout
BOC Kenya directors recommend a final dividend of Ksh.4.25 per share and a special dividend of Ksh.2.00 per share amounting to Sh122 million payable on May 16. The company’s earnings per share went up by 18 per cent to Sh13.62 from Sh11.57.

Financial Statements

BOC KENYA LIMITED CONSOLIDATED PROFIT AND LOSS ACCOUNT

for the 15 months period ended 31st December 2007

31/12/2007

30/9/2006

Change

KES ‘ 000

KES ‘ 000

%

Turn over

1,505,018

1,109,584

35.64%

Operating profit

360,760

300,505

20.05%

Interest Income

39,009

33,200

17.50%

Profit before taxation

399,769

333,705

19.80%

Income tax expense

(133,818)

(107,765)

24.18%

Profit after taxation

265,951

225,940

17.71%

Earnings per share (KES)

13.62

11.57

Dividends:

Interim :

- Ordinary

1.40

1.25

- Special

1.60

-

Final :

- Ordinary dividend

4.25

4.25

- Special dividend

2.00

5.80

9.25

11.30

BOC KENYA LIMITED COSOLIDATED BALANCE SHEET

PERIOD ENDED 31st DECEMBER 2007

31/12/2007

30/9/2006

Change

KES ‘ 000

KES ‘ 000

%

Shareholders’ Equity

Share capital

97,627

97,627

0.00%

Share premium

2,554

2,554

0.00%

Transaction reserves

31

(4,214)

-100.74%

Revaluation Reserves

118,475

120,141

-1.39%

Revenue Reserves

1,054,615

972,756

8.42%

Proposed dividend

122,033

82,982

47.06%

Shareholders’ Funds

1,395,335

1,271,846

9.71%

Non-Current Liabilities

Deferred tax

62,531

69,191

-9.63%

Cylinder deposits

115,340

101,444

13.70%

Total Non-Current Liabilities

177,871

170,635

4.24%

1,573,206

1,442,481

9.06%

ASSETS

Non-Current Assets

Property, plant and equipment

727,683

681,853

6.72%

Intangible assets

6,816

3,812

78.80%

Investments

90,420

90,420

0.00%

Prepaid Operating Leases

4,120

4,251

-3.08%

Employment Benefit Assets

3,770

19,679

-80.84%

Total Non-Current Assets

832,809

800,015

4.10%

Current Assets

Bank balances and cash

483,737

458,144

5.59%

Debtors

315,519

273,663

15.29%

Stocks

207,671

168,635

23.15%

Tax recoverable

10,970

4,895

124.11%

Total Current Assets

1,017,897

905,337

12.43%

Current Liabilities

Creditors

177,158

182,858

-3.12%

Dividends payable

100,404

80,013

25.48%

Total Current Liabilities

277,562

262,871

5.59%

Net Current assets

740,335

642,466

15.23%

1,573,144

1,442,481

9.06%

CONSOLIDATED CASH FLOW STATEMENT

OPERATING ACTIVITIES

Cash generated from operations

399,323

387,026

3.18%

Net Interest paid

(14)

(6)

Tax paid

(146,553)

(90,585)

Net cash from operating activities

252,756

296,435

-14.73%

INVESTING ACTIVITIES

Purchase of fixed assets

(128,862)

(104,778)

Proceeds from disposal of fixed assets

4,494

18,535

Interest received

30,858

24,774

Dividend received

8,151

2,822

Net cash used in investing activities

(85,359)

(58,647)

45.55%

FINANCING ACTIVITIES

Dividends paid

(141,560)

(220,633)

Net cash flow used in financing activities

(141,560)

(220,633)

Increase/ (Decrease) in Cash and cash equivalent

25,837

17,155

Movement in cash and cash equivalent

At beginning of period

458,144

440,989

Increase(Decrease) in cash & cash Equivalent

25,837

17,155

Effects of exchange rate differences

(244)

Cash and cash equivalents at the end of the year

483,737

458,144

Management’s Commentary on Results
During the year the company changed its financial year –end from September to 31 December as a result of the acquisition by Linde. The results thus reflect the Company’s performance over 15 months period.

The enhanced sales performance in the period is attributed to improved economic activity in sectors that we service and improved sales on welding products. Our subsidiaries in Uganda and Tanzania continue to record strong growth. Despite escalating input costs, especially in the first quarter, such as increases in steel prices, power, distribution costs and shortage of key products especially the LPG and argon gas, operating profit was maintained. In addition, the strong shilling had a negative impact o our export business. The operating profit was maintained through our on going operational efficiencies initiatives, including price management.

Going forward the Board envisages a sustained and continuous growth pegged on an enhanced and enlarged East African Market.

An Interim dividend of 60% equal to KES.3.00 per share, which included a special dividend of KES.1.60 per share, was declared in March 2007 and paid in July 2007. The Directors recommended that a final dividend of KES.4.25 per share and a special dividend of KES.2.00 Per share amounting to KES. 122,033,000 for the year ended 31 December 2007 be paid on 16th May 2008 to shareholders on the register at the close of business on 28th April 2008 and, according, the register of members will be closed from 28th April to 7th May 2008, both dates inclusive, for the preparation of the dividend list.

Regarding the merger with Carbacid, the Capital Markets Tribunal delivered its decision in respect of the Appeal by BOC Kenya Ltd against the Capital Markets Authority (CMA), ON 16TH March 2007. The Tribunal ruled in favour of BOC Kenya Limited and Set aside the earlier decision of CMA not to allow the conclusion of the transaction. Subsequently, CMA has appealed against the decision of the Tribunal in the High Court. We await the outcome of the appeal.

The Directors also announce that the Annual General Meeting of the Company will be held on Friday, 25th April 2008.

Company Secretary
BOC KENYA LIMITED

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