Third quarter results 2015

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Transcription:

1 Third quarter results 2015 30 October 2015 Peter A. Ruzicka, President & CEO

Improved performance in the third quarter 2.3% organic growth 1 15% EBIT (adj.) 2 growth in BCG 57% increase in EPS 2 1 Reported growth adjusted for FX and M&A 2 EBIT (adj.) = Operating profit before other income and expenses

Highlights: Continued growth in the quarter Group EBIT (adj.) 1 increased by 13% to NOK ~1 billion Increase of 57% in EPS to NOK 0.80 Improving performance in Branded Consumer Goods 2.3% organic growth 2 EBIT (adj.) growth of 15% in BCG Strong contribution from associates All-time high sales and operating profit in Jotun YTD Continued underlying EBIT growth in Sapa Delivering on strategy Continued progress within supply chain restructuring Cederroth acquisition approved and completed Integration of NP Foods ongoing 3 1 EBIT (adj.) = Operating profit before other income and expenses 2 Reported growth adjusted for FX and M&A

Branded Consumer Goods Q3 2015: Organic growth in three out of four business areas Organic growth performance 1,2 2.5% 2.3% 2.3% 1.1% 0.7% Orkla Foods 4.2% Orkla Confectionery & Snacks 1.2% Orkla Home & Personal -2.6% Orkla Food Ingredients 4.0% -2.8% 4 2011 2012 2013 2014 YTD Q3-15 Q3-15 1 Reported growth adjusted for FX and M&A 2 For organic growth, data before Q4-14 include Orkla Brands Russia

Examples of innovations and relaunches in Q3 2015: Orkla Foods: New launch Pizzabakeriet in Norway

Examples of innovations and relaunches in Q3 2015: Orkla Confectionery & Snacks: Hand-cooked crisps

Examples of innovations and relaunches in Q3 2015: Orkla Home & Personal: wool essentials for the autumn season 7

Branded Consumer Goods Q3 2015: Margin negatively impacted by dilutive effects from acquisitions Reported EBIT (adj.) margin EBIT (adj.) margin change Q3 2015 per business area 12.2% 12.6% 11.6% 11.8% 12.0% Orkla Foods Orkla Confectionery & Snacks -1.3%-p. 0.9%-p. Orkla Home & Personal -1.3%-p. Orkla Food Ingredients 0.5%-p. 2011 2012 2013 1 2014 R12M as of Q3-15 BCG total -0.1 %-p. 8 1 RTM EBIT (adj.) margin diluted due to the acquisition of Rieber

Branded Consumer Goods Q3 2015: EBIT (adj.) growth in line with target Breakdown of BCG EBIT (adj.) growth Q3 2015 Weakening NOK 1 15% Positive currency translation effects 6% 9% Higher input prices, especially for Norwegian companies 9 Reported EBIT (adj.) growth Currency translation effects EBIT (adj.) growth in constant currency 1 Based on monthly average exchange rates from Norges Bank

Branded Consumer Goods Q3 2015: Reducing our factory footprint One integrated supply chain Steady pace in factory rationalisation 14 2 2 8 2 BCG production sites 2014 Q1-15 Q2-15 Q3-15 Acc. as of Q3-15 10

Delivering on strategy Improved performance Group EBIT (adj.) 1 increased by 13% 2.3% organic growth 2 in BCG EBIT (adj.) growth of 15% in BCG Strong performance from associates Delivering on initiated and ongoing structural processes Continued progress in supply chain restructuring Cederroth acquisition approved and completed Integration of NP Foods ongoing Operational focus going forward Activities that drive organic growth and improve margins Centralise supply chain and reduce factory footprint 11 1 EBIT (adj.) = Operating profit before other income and expenses 2 Reported growth adjusted for FX and M&A

1 2 Financial performance Jens Bjørn Staff, CFO

Group EBIT (adj.) improved by 13% to NOK ~1 billion in Q3 Amounts in NOK million Key figures Q3-14 Q3-15 YTD 14 YTD 15 Operating revenues 7 271 8 381 21 480 23 627 EBIT (adj.) 879 993 2 207 2 507 Other income and expenses -44-96 2-268 EBIT 835 897 2 209 2 239 Profit/loss from associates and JV 126 239 373 1 022 Net financials and other -54-67 -215-117 Profit/loss before tax 1 907 1 069 2 367 3 144 Discontinued operations 2-155 - -98 - EPS (NOK) 0.51 0.80 1.69 2.50 13 1 From continuing operations 2 Gränges and Orkla Brands Russia are classified as discontinued operations

Broad-based EBIT (adj.) improvement Amounts in NOK million Branded Consumer Goods: +NOK 135 million +29-5 -16 993 +21 +13 +72 879 Group EBIT (adj.) Q3-14 Orkla Foods Orkla Confectionery & Snacks Orkla Home & Personal Orkla Food Ingredients Orkla Investments Orkla HQ Group EBIT (adj.) Q3-15 14

1 5 Branded Consumer Goods

Positive organic growth Amounts in NOK million 8,064 6.7 % 6.5 % 6,984 2.3 % BCG operating revenues Q3-14 Organic growth 1 FX M&A BCG operating revenues Q3-15 16 1 Reported growth adjusted for FX and M&A

Orkla Foods Strong performance in Orkla Foods compared with soft third quarter last year Amounts in NOK million 2014 2015 Operating revenues EBIT (adj.) EBIT (adj.) margin (%) +4.2% OG 1 +3.4% OG 1 8,861 9,428 1.022 1.140 13.2 12.3 11.5 12.1 2,900 3,261 357 429 Q3 YTD Q3 YTD Q3 YTD Broad-based growth across geographies and channels Driven by both volume and price. Positive contribution from new launches and the distribution of Tropicana juice Sales growth and continuous efforts to drive savings programmes led to broad-based profit and margin expansion The weaker NOK increased purchasing costs and put pressure on margins Results compared with soft Q3 2014 performance Front-loaded campaign programme H2-15 17 1 Reported growth adjusted for FX and M&A

Orkla Confectionery & Snacks Growth in Orkla Confectionery & Snacks Amounts in NOK million 2014 2015 Operating revenues EBIT (adj.) EBIT (adj.) margin (%) +1.2% OG 1 +1.9% OG 1 3,539 3,995 448 529 17.7 16.4 12.7 13.2 1,228 1,452 217 238 Q3 YTD Q3 YTD Q3 YTD Organic growth mainly driven by Denmark, as well as Norway and Sweden EBIT (adj.) growth in Q3 mainly driven by strong sales performance in Denmark The acquisition of NP Foods had a dilutive effect on EBIT (adj.) margin from Q2 18 1 Reported growth adjusted for FX and M&A

Orkla Home & Personal Mixed picture in Orkla Home & Personal Amounts in NOK million 2014 2015 Operating revenues EBIT (adj.) EBIT (adj.) margin (%) -2.6% OG 1-1.3% OG 1 3,710 3,894 661 677 20.4 19.1 17.8 17.4 1,254 1,410 256 269 Q3 YTD Q3 YTD Q3 YTD Weak organic sales performance in Q3 caused by Lilleborg and Pierre Robert Group Profitability in all segments negatively affected by a weak NOK Margin in Q3 and YTD diluted by the inclusion of Cederroth Improvement for Orkla Health but markets remain challenging 19 1 Reported growth adjusted for FX and M&A

Orkla Food Ingredients Continued strong progress in Orkla Food Ingredients Amounts in NOK million 2014 2015 Operating revenues EBIT (adj.) EBIT (adj.) margin (%) +4.0% OG 1 +3.6% OG 1 4,713 5,483 225 298 5.5 6.0 4.8 5.4 1,638 1,989 90 119 Q3 YTD Q3 YTD Q3 YTD Broad-based sales growth Strong market positions, stable raw material prices and improved product mix Main driver of the EBIT growth was the organic revenue growth supported by positive translation effects from a weak NOK Strong season for the ice cream ingredients business in Q3, opposite effect expected in Q4 20 1 Reported growth adjusted for FX and M&A

2 1 Orkla Investments

Hydro Power Real estate Share portfolio Jotun (42.5%) Sapa (50%) Orkla Investments Financial investments 22

Sapa (50/50 joint venture) Solid underlying EBIT growth in Sapa Amounts in NOK million Operating revenues Underlying EBIT 2014 2015 Orkla s share of net profit after tax 42,536 34,493 1,279 106 11,603 13,907 201 404 707 54 54 47 Q3 YTD Q3 YTD Q3 YTD Strong demand in North America Stable demand in Europe Positive contributions from improvement programmes and restructuring efforts Positive currency effects Restructuring agenda continues ahead of plan 23

Jotun (42.5%) Growth across all segments and regions in Jotun Amounts on 100% basis in NOK million 2014 2015 Operating revenues Operating profit 8,660 10,753 978 1,630 January-August Improved sales volumes with growth across all segments and regions Strong growth in the Marine Coatings segment January-August Increased margins from cost improvements Positive currency translation effects on both sales and profit 24

Hydro Power Historically low power prices 2014 2015 GWh produced Spot prices (NOK/MWh) EBIT (adj.) (NOK million) 891 715 688 609 558 568 680 252 246 263 264 211 177 123 5856 39 27 46 22 73 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 All time high production volumes in Q3 Substantial snow melting and rainy summer in Q3 25 Source: Nord Pool Spot, Monthly System Price Power prices at the lowest level in 15 years Volume sold on spot market is exposed to regional prices in NO1 (Oslo) and NO2 (Kristiansand) Extremely low power prices in the quarter resulted in lower EBIT (adj.)

2 6 Net debt

Change in net debt 2015 Amounts in NOK billion 0.5 0.4 8.9 2.2 2.2 2.6 5.7 0.2 Net debt 31 December 2014 Expansion and sale of companies Cash flow from operations Sale of shares and financial assets Net paid to shareholders Tax, dividends received, net financial & other FX effects Net debt 30 September 2015 27

2 8 Summary Peter A. Ruzicka, President & CEO

Summary Delivering on our strategy and increasing performance Keep the strategy on track Deliver organic growth at least in line with market growth Target annual adj. EBIT growth of 6-9% 1 in BCG Maintain a stable dividend of at least NOK 2.50 per share 29 1 Including add-ons, excluding currency effects and large acquisitions and divestments

3 0 Q&A Peter A. Ruzicka, President & CEO Jens Bjørn Staff, CFO

3 1 Appendices

Group income statement Amounts in NOK million Q3-14 Q3-15 YTD-14 YTD-15 Operating revenues 7 271 8 381 21 480 23 627 EBIT (adj.) 879 993 2 207 2 507 Other income and expenses -44-96 2-268 EBIT 835 897 2 209 2 239 Profit/loss from associates and joint ventures 126 239 373 1 022 Interests, net -68-78 -238-159 Other financial items, net 14 11 23 42 Profit/loss before taxes 907 1 069 2 367 3 144 Taxes -207-240 -505-550 Profit/loss for the period continuing operations 700 829 1 862 2 594 Profit/loss from discontinued operations -155 0-98 0 Profit/loss for the period 545 829 1 764 2 594 Earnings per share diluted (NOK) 0.51 0.80 1.69 2.50 32

Net financial items FY 2014 Q3-14 Q3-15 Net interest expenses -363-68 -78 Currency gain/loss 0-2 -3 Result from Share Portfolio and dividends 93 29 36 Other financial items, net -93-13 -22 Net financial items -363-54 -67 33

Balance sheet Amounts in NOK million 34 31.12.2014 30.09.2015 Intangible assets 14 598 17 450 Property, plant and equipment 9 484 10 256 Investments in associates and joint ventures etc. 13 026 12 587 Non-current assets 37 108 40 293 Assets held for sale 22 22 Inventories 3 873 4 824 Inventory of development property 200 188 Trade receivables 4 413 5 242 Other receivables 1 147 586 Shares and financial assets 734 1 192 Cash and cash equivalents 2 615 1 105 Current assets 13 004 13 159 Total assets 50 112 53 452 Paid-in equity 1 993 1 992 Earned equity 29 066 29 709 Non-controlling interests 245 411 Equity 31 304 32 112 Provisions 3 699 4 083 Non-current interest-bearing liabilities 8 510 10 310 Current interest-bearing liabilities 598 370 Trade payables 3 221 3 711 Other current liabilities 2 780 2 866 Equity and liabilities 50 112 53 452

Cash flow Amounts in NOK million YTD-14 YTD-15 Operating profit 2 257 2 165 Amortisation, depreciation and write-downs 691 841 Change in net working capital - 918-283 Net replacement expenditures - 587-659 Cash flow from operations 1 443 2 064 Cash flow from operations, Financial Investments 45 127 Tax - 354-668 Dividends received, net financial and other 459 240 Cash flow before capital transactions 1 593 1 763 Paid to shareholders, net purchase/sales own shares -2 345-2 666 Cash flow before expansion - 752-903 Expansion investments - 65-236 Sold and acquired companies 499-1 952 Net purchases/sales shares and financial assets 204 225 Net cash flow - 114-2 866 Currency translations net interest-bearing liabilities 281-401 Change in net interest-bearing liabilities - 167 3 267 Net interest-bearing liabilities 8 329 8 928 35

Sapa (joint venture) figures on 100% basis Amounts in NOK million Q3-14 Q4-14 Q1-15 Q2-15 Q3-15 Sales volume (1,000 tonnes) 350 322 353 358 341 Revenues (NOK million) 11 561 11 890 14 134 14 494 13 895 Underlying EBIT 201-55 392 483 404 Excluded items: Unrealised derivative positions 66-79 -145-158 -95 Other excluded items -70-546 -47-260 -135 Sum excluded items -4-624 -191-418 -230 EBIT 198-679 201 65 174 Net income (attributable to majority) 107-719 89 14 109 36

Strong balance sheet and financial flexibility Net interest bearing debt (NOK million) Net gearing 10,645 4,786 8,496 5,661 8,928 0.28 0.18 0.19 0.24 0.28 2011 2012 2013 2014 Q3-15 Q3-14 Q4-14 Q1-15 Q2-15 Q3-15 37

Debt maturity profile Amounts in NOK million Average maturity 3.6 years 5,500 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 2015 2016 2017 2018 2019 2020 2021 Later Unutilised credit facilities Drawn amounts 38

Funding sources Amounts in NOK billion 1.8 5.4 4.3 Unutilised credit facilities Banks Bonds and CP Cash, cash equivalents and interest bearing assets 5.3

40