SUPPLY CHAIN FINANCE MARKET OVERVIEW



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SUPPLY CHAIN FINANCE MARKET OVERVIEW The current, global market size for Supply Chain Finance is estimated at USD 275 billion of annual traded volume, which translates in approximately USD 46 billion in outstandings with an average of 60 days payment terms.

INTRODUCTION The document describes the potential and current (approved payable finance) market size. It gives an overview about the ecosystem and analyses which drivers are propelling or constraining the take-off and adoption on a large scale. It also identifies the key players in and their solutions used by global corporations. Given the competitive nature of the supply chain finance market and due to the fact that business undertaken is covered by customer and bank confidentiality, sources of information regarding market size and players are constrained and not widely available in the public domain. As a result, indications on the market size are based mainly on estimates. PrimeRevenue Inc. 2013 What is? is a solution that helps meet corporate objectives including: Working capital, EBITDA, supplier financial risks. It allows corporates to increase their payment terms and/or provide the option to their suppliers to get paid early. 2

MARKET POTENTIAL, CURRENT SIZE, GROWTH The current, global market size for is estimated at USD 275 billion 1 of annual traded volume, which translates in approximately USD 46 billion in outstandings with an average of 60 days payment terms. It is still relatively small compared to the market size of other invoice finance solutions such as factoring, which remains the largest trade finance segment and is primarily domestic in focus. The potential market for Supply Chain Finance for the OECD (Organization for Economic Co-operation and Development) countries is significant and is estimated at USD 1.3 trillion 2 in annual traded volume. The market serving European supply chains is approximately USD 600 billion 3. Based on these figures, the potential market size for the US is estimated to be approximately USD 600 billion in traded volume per annum 4. A recent comprehensive research paper 5 estimated that currently there are 200 global programs of scale in place. These programs are run both domestically and cross-border and in multiple currencies. Still, the market potential is far from its capacity. If examining spending of large organizations, such as Lowe s USD 33 billion in spend, it becomes apparent that Supply Chain Finance programs usually require a multi-bank platform due to the credit and capital issues associated with banks 6. Market Experts estimate that only 10% of the global available marketplace has been satisfied with solutions, revealing a large potential market for growth 7. The market is expected to continue to expand strongly in the coming years at a rate of approximately 20-30% per annum and 10% per annum by 2020 8. The highest growth of supply chain finance programs currently originates from the US and Western Europe. Asia - India and China in particular, are considered the markets with most potential in the coming years. The driving forces behind the rapid growth of supply chain finance programs are: Globalization has increased the risk in supply chains and the impact on the financials of corporations. Working Capital Management has risen at the top of the CFOs and Treasurers agendas. Strong interest from suppliers regarding the provision of liquidity and enabling lower financing costs. 1 Global Business Intelligence, 2013 2 E.Hoffman, O.Belin, Solutions, Springer, 2011 3 Demica, 2012 4 PrimeRevenue, 2013 5 Global Business Intelligence, 2013 6 http://primerevenue.com/news/press-releases/primerevenue-andlowe%e2%80%99s-to-speak-on-supply-chain-finance-(scf).html 7 Demica, 2012 8 Demica, 2013 3

CHALLENGES FOR FURTHER GROWTH Although is experiencing significant growth in demand, financial institutions are focused mainly on the large buyer side of the trade equation. As structured solutions have been traditionally engineered and provided by banks specifically for large international trading companies, they do not use common foundations. In order for to take off on a broad scale, a fresh impetus is needed. A tipping point could easily be reached by solving the following challenges. On-boarding of Supplier. Current Supply Chain Finance programs require the buyer s trading partners - the suppliers - to be enlisted on the buyer s Supply Chain Finance portal. The multitude of such platforms generates operational issues for suppliers wishing to benefit from various offerings via their buyers funders. Know-Your-Customer (KYC). Most funders require KYC checks to be performed on suppliers being enlisted as new trading partners. This procedure not only increases the total processing cost, but it also puts the business case for all parties including the service provider, funder, buyer and ultimately the supplier at risk. Available Capital and Liquidity. With 90% of liquidity in programs provided by global commercial banks, there is a large amount of trade assets, which cannot be covered by such financial institutions. Further regulations such as Basel III might impact the risk appetite and funding capacity of banks and make it more attractive for non-bank funders to step in and support Supply Chain Finance facilities. Limited to large buyers. Today s Supply Chain Finance offerings are mainly addressing the large buyers with sound credit ratings whereas the real Supply Chain Finance opportunity extends to large suppliers too, in particular in terms of payment assurance and risk mitigation. Proprietary legal documentation. Current offerings use proprietary legal documentation which makes the signing of non-standard agreements a costly, complex and time consuming process for corporate clients and their suppliers. Therefore, the market is currently facing challenges related to the absence of interoperability and legal standards. Standardized product definitions. The naming and definitions of the various solutions vary from one market player to the other, which makes it difficult for corporations to compare offerings and consider switching from one provider to another. 4

Proprietary banking solutions are relevant but we didn t want banks to sell trade receivables in the secondary market. Markus Schiffers, Head,, SFS

PLAYERS THE MAIN SOLUTIONS USED IN THE MARKET practices have been in place for over a decade. Three distinctive structures have crystalized. Buyer managed platforms. In this structure the buyer owns and runs the platform. Some large retailers such as Carrefour 9 or Metro Group 10 are using this structure and managing the finance program, supplier onboarding, and liquidity themselves. Bank proprietary platforms. The Supply Chain Finance structure is managed by large commercial banks providing the technology platform, services and funding. This structure is used by several large buying organizations such as Carlsberg, Boeing, Marks & Spencer and Proctor & Gamble. Multi-bank platforms. The structure that has exhibited the strongest growth rate is represented by independent third party supply chain finance providers offering multi-bank platforms. This structure separates the entities, which manage the platform a specialized service provider such as PrimeRevenue and the funding partner, which provides liquidity and takes the credit risk. Based on the fact that funding in Supply Chain Finance is uncommitted, no bank can fund in every jurisdiction or currency and due to the general limitations in terms of credit risk appetite, companies such as Volvo 11, Lowe s 12, KPN 13 and other leading organizations have chosen this structure. In terms of market share Supply Chain Finance is managed mainly by a handful of players including large commercial banks such as Citibank, JPMorgan, Deutsche Bank, HSBC, Santander and PrimeRevenue, the leading multi-bank platform. Together they manage about 40% of the market share. The rest of the Supply Chain Finance is serviced and funded by a variety of local banks and small, independent service providers. PrimeRevenue is the largest Supply Chain Finance platform in the market, which has partnerships with more than 40 banks and other financial institutions and is responsible for more than 10% of the global market share in terms of managed trading volume. The multi-banking platform is managing the largest Supply Chain Finance programs in the world including Volvo, Whirlpool and several others facilities from global organizations. 9 http://www.lecomptoirfinancier.com/ Affacturage_affacturage_confidentiel_societe_daffacturage_fact or/104-fr- Affacturage_gt_Reverse_factoring_affacturage_inverse_financem ent_des_fournisseurs 10 www.miag.com/ 11 http://www.gtreview.com/trade-finance/global-trade-reviewnews/2007/september/volvo-adopts-primerevenuesolutions_4322.shtml 12 http://www.gxsblogs.com/keifers/2009/04/lowes-supplychain-finance-program.html 13 http://resources.procurementleaders.com/piu/supply-chain- Finance-Full-Report-no-download/files/assets/seo/page19.html 6

We are here to support you A B C Complete a working capital benchmarking and compare your performance with your peers. Identify how much potential cash flow you can generate for your short-, medium-, and longterm strategies Design a detailed program to improve working capital and develop a detailed action plan to achieve substantial results. < 7

About PrimeRevenue PrimeRevenue is the leading global provider of multi-bank technology and services. The PrimeRevenue OpenSCi platform and working capital advisory services provide businesses with the control and flexibility required to drive superior results, thereby reducing cost, capital and risk throughout the supply chain and enabling stronger supplier relationships. Headquartered in Atlanta, PrimeRevenue also has offices in Paris, Frankfurt, London, Prague, Melbourne, and Hong Kong, and operates some of the largest programs for customers around the globe. For more information, visit REFERENCES To learn more about how we can help your business, Please contact us. Phone: +1 877.217.3838 Email: info@primerevenue.com 1. h7p://www.nestle.com/asset- library/documents/investors/2013%20events/2013%2002%2014%20- %20fy'12%20conf %20call%20transcript.pdf 2. h7p://www.pwc.com/at/en/publikauonen/global- best- pracuces/working- capital- management- english.pdf 3. h7p://www.pwc.com/en_gx/gx/financial- services/publicauons/assets/pwc- working- capital- final.pdf 4. Cash on the table, Ernst & Young 2012 5. CFO UK 2011 6. h7p://www.cfoworld.co.uk/in- depth/financial- planning/3242035/a- liquidity- holy- grail/