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E.A Portland

E.A Portland 2007 Net profit shoots up 86%

East African Portland Cement Ltd, (NSE Listed), a Kenyan based company that produces cement and cement related material has announced their 2007 financial results.

East African Portland Cement Ltd, (NSE Listed), a Kenyan based company that produces cement and cement related material has announced their 2007 financial results.

Total revenues in the 2007 were KES6.4 billion, representing a 3.6% increase compared to KES6.2 billion in 2006. Cost of sales was KES4.6 billion, representing a 4.6% increase compared to KES4.5 billion in the fiscal year 2006. In August 2007, E.A Portland announced long-term plans to shift its energy source from electricity to coal to cut down power bills and operation costs.

  • Balance sheet review
  • Cash flow & Free cash flow analysis
  • Management comments on performance
  • Management comment on Future Outlook
  • Balance Sheet as at June 30th, 2007
  • 2007 Income Statement
  • 2007 Cash flow statement
  • E.A Portland’s News and Analysis
Gross margins were 27% in 2007 compared to 28% in the previous year. Total Operating expenses were KES1 billion, an 11% decrease compared to KES1.2 billion in 2006. Operating profit was up 29% to KES757 million in 2007, compared to KES586 million in 2006.

Profit before tax for the year was KES1.1 billion, a 20.37% increase compared to KES924 million in 2006. Profit for the year was KES8.49 per share, or a profit of KES764 million, compared to a profit of KES4.58 per share, or KES411 million, in 2006.

BALANCE SHEET
Trade and other receivables increased 9% to KES356 million from KES326 million at the end of the 2006. Borrowings decreased 7% to KES320 million from KES347 million at the end of the previous year. Bank and cash balances of KES114 million were reported at the end of the year, representing a 50% decrease compared to balances of KES231 million as at the end of the previous year.

CASH FLOW STATEMENT:
Cash flows from operating activities were KES634 million and Cash flows used in investing activity was KES500 million. E.A Portland used KES455 million for financing activities in 2007 compared to KES573 million in 2006. E.A Portland investing activities increased by 269% in 2007 compared to 2006.

FREE CASH FLOW ANALYSIS:
Free Cash Flows
are a way of measuring cash that is available to a company for discretionary use. Free Cash Flows can be defined as cash flows from operating activities less cash outlays necessary for the replacement of operating capacity (capital expenditures). It is a measure of cash that is available for discretionary use by the company. As such, the calculation of free cash flows is somewhat arbitrary since it assumes a certain level of reinvestment to replace existing capacity. Generally it is defined as cash flows from operations less capital expenditures to maintain the company’s current operating capacity. Therefore, free cash flows are those cash flows available to grow the company, pay back debt, pay dividends, or repurchase stock.

E.A PORTLAND LTD - FREE CASH FLOW ANALYSIS
FOR THE PERIOD ENDED: 30/6/2007 30/6/2006 % Change
Cash Generated from Operating Activities 634,190 928,716 -31.71%
Less Cash used in investing activities -508,412 -137,867 268.77%
Free Cash Flow 125,778 790,849 -84.10%


MANAGEMENT COMMENTS ON PERFORMANCE
In the year under review, there was a strong market demand attributable to robust building and construction activities in the local market leading to improved revenue and gross profit.
In line with the company’s objective of profitable growth, operating profit grew by 29% despite higher inputs and distribution costs. Overall, profit before tax grew by 20% to KES1.1 billion from KES924 million in the prior year. After tax profit increased by 86% and earnings per share improved from KES8.49 to KES4.58 compared to prior year. In line with its expansion and modernization programme, the Company invested KES0.5 billion during the period.

MANAGEMENT COMMENTS ON FUTURE OUTLOOK
With the sustained economic growth and a vibrant building and construction sector, cement demand is going to be maintained at higher levels and the company expects a strong performance in the coming year. However, volatile foreign exchange currency fluctuation, threat of power rationing and fuel costs pose the biggest threat to margins. The company will continue to implement various cost optimization initiatives. An expansion programme is being undertaken to address capacity constraints and reduce energy costs.

DIVIDEND & ANNUAL GENERAL MEETING
The directors recommended payment of a final dividend of KES1.30 per share in respect of the year ended 30th June 2007. The Annual General Meeting will be held on 29 November 2007.

E.A PORTLAND LTD  PROFIT AND LOSS ACCOUNT
PERIOD ENDING 30/6/2007 30/6/2006 %change
KES ‘000 KES ‘000
Sales 6,402,736 6,180,715 3.59%
Cost of sales (4,667,811) (4,461,235) 4.63%
Gross  profit 1,734,925 1,719,480 0.90%
Other operating  income 71,363 56,230 26.91%
Selling expenses (492,055) (459,574) 7.07%
Administrative expenses (442,954) (442,374) 0.13%
Other operating expenses (108,245) (273,424) -60.41%
Farm(loss)/Income (5,697) (14,044) -59.43%
Operating profit 757,337 586,294 29.17%
Net interest income/(costs) 47,977 29,828 60.85%
Foreign currency exchange gain 307,311 308,242 -0.30%
Profit before tax 1,112,625 924,364 20.37%
Taxation (348,461) (512,571) -32.02%
Profit for the year 764,164 411,793 85.57%
Earnings per share(basic and diluted)-Kshs. 8.49 4.58 85.37%
Dividends per share 2.60 2.60 0.00%
Paid 1.30 1.30 0.00%
Proposed 1.30 1.30 0.00%
E.A PORTLAND LTD
BALANCE SHEET AS AT: 30/6/2007 30/6/2006 % Change
KES ‘000 KES ‘000
ASSETS
Current Assets
Inventories 633,956 595,127 6.52%
Trade and other receivables 356,916 326,312 9.38%
Tax recoverable - -
Short term deposits 2,065,472 2,277,558 -9.31%
Bank  and cash balances 114,031 231,728 -50.79%
Total Current Assets 3,170,375 3,430,725 -7.59%
Non-Current Assets
Property, plant and equipment 5,678,158 5,523,315 2.80%
Intangible assets 8,540 16,316 -47.66%
Prepaid operating leases 13,538 14,225 -4.83%
Investment 1 1 0.00%
Biological assets 6,831 6,758 1.08%
Staff receivables 8,742 9,873 -11.46%
Restricted deposits 52,387 50,994 2.73%
Total Non-Current Assets 5,768,197 5,621,482 2.61%
Total Assets 8,938,572 9,052,207 -1.26%
LIABILITIES AND SHAREHOLDERS’ EQUITY
Current Liabilities
Borrowings 320,775 347,283 -7.63%
Trade and other payables 872,065 842,609 3.50%
Retirements benefits liability provision - -
Leave pay provision 47,872 46,424 3.12%
Corporation tax payables 194,543 161,625 20.37%
Total Current Liabilities 1,435,255 1,397,941 2.67%
Non current liabilities
Staff gratuity 502,324 468,322 7.26%
Deferred taxation 1,051,291 1,046,312 0.48%
Borrowings 2,342,605 3,062,699
Non current  Liabilities 3,896,220 4,577,333 -14.88%
Total Liabilities 5,331,475 5,975,274 -10.77%
Shareholders’ Equity
Share capital 450,000 450,000 0.00%
Revaluation reserves 648,000 1,201,245
Share premium 1,146,997 648,000 77.01%
Revenue reserve 1,362,100 777,688 75.15%
Proposed dividend - -
Total Shareholders’ Equity 3,607,097 3,076,933 17.23%
Total Liabilities and Shareholders’ Equity 8,938,572 9,052,207 -1.26%
E.A PORTLAND LTD - CASH FLOW STATEMENT
FOR THE PERIOD ENDED: 30/6/2007 30/6/2006 % Change
KES ‘000 KES ‘000
Beginning Balance 2,509,286 2,292,087 9.48%
Net Cash:
Generated from Operating activities 634,190 928,716 -31.71%
Used in Investing Activities -508,412 -137,867 268.77%
Used in Financing Activities -455,561 -573,650 -20.59%
Ending Balance 2,179,503 2,509,286 -13.14%
E.A PORTLAND LTD - FREE CASH FLOW ANALYSIS
FOR THE PERIOD ENDED: 30/6/2007 30/6/2006 % Change
Cash Generated from Operating Activities 634,190 928,716 -31.71%
Less Cash used in investing activities -508,412 -137,867 268.77%
Free Cash Flow 125,778 790,849 -84.10%

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