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Abu Dhabi National Paper Mill Financial Management Report

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Introduction

Abu Dhabi national paper mill is the oldest tissue manufacturer within the region. The initial production for the company was in 2002 with close to 22000 jumbo tissue paper rolls. The company currently produces averagely 27000 jumbo tissue rolls rendering it to be the biggest paper mill within the region.

The company manufactures and markets its products to the regional, local and overseas converters. The company has been expanding its level of production on a yearly basis. The company has plans of introducing a de-inking and new tissue machines. This will assist Abu Dhabi national paper mill meet the high market demand for quality tissue products. The company strives to preserve the environment by meeting all international standards of air pollution. This paper focuses on calculation of basic financial management ratios and a report for the company.

Income statement and balance sheet for the company

Consolidated income statement for Abu Dhabi National paper mill (1.1-31.12)

Amounts in NOK million200920102011
Operating revenue296003320735667
Other income324158807
Total revenue and other income329243336536474
Material, goods and services(13009)(14589)(16233)
Salaries, wages and the social security costs(9200)(10727)(11353)
Other operating expenses(4270)(4741)(5443)
Operating expenses before depreciation, amortization and impairment(26479)(30057)(33029)
Operating profit before depreciation and amortization312133083445
Depreciation, amortization and impairment(758)(817)(876)
Operating profit236324912569
Finance income4085183
Finance expense(410)(509)(641)
Profit (Loss) from equity accounted investees(11)(22)(73)
Profit (Loss) on the foreign currency forward contracts(90)(78)35
Profit before tax189219082073
Income tax expense(712)(634)(482)
Profit from continuing operations118013341591
Profit from discounted operations5786753663
Profit for the period175820095254
Earnings per share
Basic earnings per share6.127.2519.37
Diluted earnings per share6.107.2519.32
Earning per share on continuing operations
Basic earnings per share3.954.755.77
Diluted earnings per share3.854.755.66
Share price52.762.9599.25

Consolidated balance sheet for Abu Dhabi paper national mill as at 31st December

200920102011
Assets
Non-current assets
Property, plant and equipment754974797409
Deferred tax assets441487533
Intangible assets725667836310
Employee benefit assets8795103
Non-current interest bearing receivables150225704
Other non current operating assets230221191
Equity accounted investees50424246
Other investments95157418
Total non current assets158581588515914
Current assets
Current tax assets95238103
Inventories82510851765
Trade and other receivables155801487012117
Derivative financial instruments360385540
Current interest bearing receivables740621534
Cash and cash equivalents420031981308
Assets classified as held for sale532031351831
Total current assets271202413418198
Total assets429784002134112
Equity and liabilities
Equity
Issued capital600546455
Treasury shares(15)(9)(7)
Other capital paid in153415341534
Reserves(820)(703)(565)
Retained earnings786785549731
Total equity attributed to the equity shareholder9166
10105
11148
Non controlling interests342189169
Total equity9508
10345
11317
Non current liabilities
Non current borrowings830075085371
Employee benefits obligations438647577
Deferred tax liabilities9228291310
Other non current liabilities634753661
Total non current liabilities
Current liabilities
10294
97377919
Current borrowings1200716629
Current liabilities32511586
Provisions21001039935
Trade and other payables175841527812934
Derivative financial instruments147243247
Liabilities classified as hold for sale1820153945
Total current liabilities231761993014876
Total liabilities334702966722745
Total liabilities and equity429784002134112

Calculation of ratios

Short-term solvency ratios

Current ratio

Current ratio = total current assets ÷ total current liabilities

  • Current ratio for 2009 = 27120 ÷ 23176 = 1.17
  • Current ratio for 2010 = 24234 ÷ 19930 = 1.22
  • Current ratio for 2011 = 18198 ÷ 14876 = 1.22

Quick ratio

Quick ratio = (Total current assets – inventory) ÷ Total current liabilities

  • Quick ratio for 2009 = (27120 – 825) ÷ 23176 = 1.13
  • Quick ratio for 2010 = (24234 – 1085) ÷ 19930 = 1.16
  • Quick ratio for 2011 = (18198-1765) ÷ 14876 = 1.10

Asset management ratios

Receivables turn over

Receivables turnover = sales ÷ accounts receivables

  • Receivables turnover for 2009 = 32924 ÷ 15580 = 2.11
  • Receivables turnover for 2010 = 33365 ÷ 14870 = 2.24
  • Receivables turnover for 2011 = 36474 ÷ 12117 = 3.01

Day’s receivables

Day’s receivables = 365 ÷ receivables turnover

  • Day’s receivables for 2009 = 365 ÷ 2.11 = 172.99
  • Day’s receivables for 2010 = 365 ÷ 2.24 = 162.95
  • Day’s receivables for 2011 = 365 ÷ 3.01 = 121.26

Inventory turnover

Inventory turnover = cost of goods sold ÷ inventory

  • Inventory turnover for 2009 = 26479 ÷ 825 = 32.10
  • Inventory turnover for 2010 = 30057 ÷ 1085 = 27.70
  • Inventory turnover for 2011 = 33029 ÷ 1765 = 18.71

Day’s inventory

Day’s inventory = 365 ÷ inventory turnover

  • Day’s inventory for 2009 = 365 ÷ 32.1 = 11.37
  • Days inventory for 2010 = 365 ÷ 27.7 = 13.52
  • Day’s inventory for 2011 = 365 ÷ 18.71 = 19.51

Fixed assets turnover

Fixed assets turnover = sales ÷ net fixed assets

  • Fixed assets turnover for 2009 = 32924 ÷ 15858 = 2.08
  • Fixed assets turnover for 2010 = 33365 ÷ 15885 = 2.1
  • Fixed assets turnover for 2011 =36474 ÷ 15914 = 2.29

Total assets turnover

Total assets turnover = sales ÷ total assets

  • Total assets turnover for 2009 = 32924 ÷ 42978 = 0.77
  • Total assets turnover for 2010 = 33365 ÷ 40021 = 0.83
  • Total assets turnover for 2011 =36474 ÷ 34112 = 1.07

Debt management ratios

Times interest earned ratio

Times interest earned ratio = EBIT ÷ interest expense

  • Times interest earned ratio for 2009 = 1982 ÷ 712 = 2.78
  • Times interest earned ration for 2010 = 1908 ÷ 634 = 3.01
  • Times interest earned ratio for 2011= 2073 ÷ 482 = 4.3

Debt ratio

Debt ratio = total debt ÷ total assets = (Total assets-total owner’s equity) ÷ Total assets

  • Debt ratio for 2009 = (42978 – 9508) ÷ 42978 = 0.78
  • Debt ratio for 2010 = (40021 – 10345) ÷ 40021 = 0.97
  • Debt ratio for 2011 = (34112 – 11317) ÷ 34112 = 0.67

Debt to equity ratio

Debt to equity ratio = total debt ÷ total owners equity

  • Debt to equity ratio for 2009 = (42978 – 9508) ÷ 9508 = 3.52
  • Debt to equity ratio for 2010 = (40021 – 10345) ÷ 10345 = 2.87
  • Debt to equity ratio for 2011 = (34112 – 11317) ÷ 11317 = 2.04

Equity multiplier

Equity multiplier = total assets ÷ total owners equity

  • Equity multiplier for 2009 = 42978 ÷ 9508 = 4.52
  • Equity multiplier for 2010 = 40021 ÷ 10345 = 3.87
  • Equity multiplier for 2011 = 34112 ÷ 11317 = 3.01

Profitability ratios

Profit margin

Profit margin = net income ÷ sales

  • Profit margin for 2009 = 1758 ÷ 32924 = 0.05
  • Profit margin for 2010 = 2010 ÷ 33365 = 0.06
  • Profit margin for 2011 = 5254 ÷ 36474 = 0.14

Return on assets

Return on assets = net income ÷ total assets

  • Return on assets for 2009 = 1758 ÷ 42978 = 0.04
  • Return on assets for 2010 = 2010 ÷ 40021 = 0.05
  • Return on assets for 2011 = 5254 ÷ 34112 = 0.15

Return on equity

Return on equity = net income ÷ total owners’ equity

  • Return on equity for 2009 = 1758 ÷ 9508 = 0.18
  • Return on equity for 2010 = 2021 ÷ 10345 = 0.19
  • Return on equity for 2011 = 5254 ÷ 11317 = 0.46

Market value ratios

Price to earnings ratio

Price to earnings ratio = price per share ÷ earning per share

  • Price to earning ratio for 2009 = 52.7 ÷ 6.10 = 8.64
  • Price to earning ratio for 2010 = 62.95 ÷ 7.25 = 8.68
  • Price to earning ratio for 2011 = 99.25 ÷ 19.32 = 5.14

Market to book ratio

Market to book ratio = price per share ÷ book value per share

  • Market to book ratio for 2009 = 52.7 ÷ 58 = 0.9
  • Market to book ratio for 2010 = 62.95 ÷ 67 = 0.94
  • Market to book ratio for 2011 = 99.25 ÷ 101 = 0.98

Report about the performance of the company

Interpretation of short-term solvency ratios

Solvency ratios show the ability of an entity to meet its debt obligations. The current ratio shows the ability of an entity to pay for the short term liabilities using its current assets. A company has outstanding performance with a current ratio that is over one. Abu Dhabi national paper mill performs well on this parameter because the ratio is high across the three years.

On the other hand, the quick ratio is an indicator of the short term liquidity of an organization. A company is more stable than the other when this ratio is high. Abu Dhabi national paper mill has a high solvency quick ratio because it is over one and increasing over the three years. This means that the company has the ability of meeting its debt obligations in the future. These solvency ratios grant the company favor in the eyes of investors (Robinson et al. 2008).

Asset management ratios

This set of ratios identifies the efficiency and effectiveness of an organization in managing its assets to generate revenue. High asset management ratios show that the organization is using its assets well to generate income. The company has an increasing receivable turn over ratio which is an outstanding performance. The other asset management ratios also reveal satisfactory organizational performance. This means that the Abu Dhabi national mill has an exceptional ability to use its assets to generate income (Brigham & Houston 2012).

The inventory turn over ratio shows the number of times the company sells and stocks its inventory every year. This value should neither be too high nor too low at any given time. This company has a stable inventory turnover ratio, and this shows a stable management in place. The company has an increasing trend in the receivables turnover ratio, inventory turnover ratio, fixed asset turn over ratio and total asset turn over ratio. This results into a declining trend in the day’s receivables and day’s inventory ratios.

Debt management ratios

The debt management ratio is a measure of how much the operations of an entity comes from debt financing instead of other sources like personal savings and stock. An organization has a promising future if it has low and decreasing values of these ratios. It is better for a profit making organization to use most of its assets in financing operations than heavily relying on debt. This is because it is extremely expensive for an organization to manage debt. This category has the times interest earned ratio, debt ratio, debt to equity ratio and the equity multiplier. The debt management ratios do not reveal a given trend, but they are primarily low.

Profitability ratios

These ratios form the most prestigious financial analysis ratios especially to the investors of the company. There is no investor who can confidently put his or her resources in a company that in making loses. Most investors look for companies whose profitability keeps on increasing on a yearly basis. The company has an excellent performance in its profit margin. Abu Dhabi natural paper mill has an increasing trend in the profit margin over the period of analysis. This trend reveals that the organization is stable in the long run (Thukaram, 2007, p. 99).

Other profitability ratios are the return on assets and return on equity respectively. The company has positive values on these ratios, and this reveals that it is highly profitable. These rations have an increasing trend which shows the long term sustainability of the organization. These results earn the company a competitive advantage and investor confidence within the market.

Market value ratios and other equations

Some of the ratios that fall under this category include the price to earning ratio and market to book ratio. The price to earning ratio for the company has a negative trend because of the increase in share prices with time. This shows that the company does not increase the earnings for shares as the price increases. This can be demoralizing to share holders, and the company should consider high interests for its investors. There is a remarkably small variation between the market and book share values. This does not have any significant effect on the company and its stakeholders.

Conclusion and recommendations

The Abu Dhabi natural paper mill company performs well in most the financial parameters. Analysis of the solvency ratios reveals that the company meets its debt obligation using its current assets. The asset management ratios reveal that Abu Dhabi national paper mill has a high ability of using its assets to generate income. This is a result of its strong leadership team that is efficient in resource allocation. Analysis of the debt management ratios reveals that the company funds most of its operations from within. This works for the well being of the enterprise because it is extremely expensive to rely on debt financing.

The most valuable thing the company should undertake is to reward investors by paying them high share interests. The company has an increasing share price value over the three years. The challenge is that the increase in share interest is not proportional to the rise in share price. The best way the company can attract and retain several investors is rewarding them according to the performance of the enterprise. In general, the company’s financial analyses show that Abu Dhabi national paper mill has a stable financial position. The company should just enhance its operations to ensure better performance in the future.

References

Brigham, F.E. and Houston, F. J., 2012. Fundamentals of financial management. Mason: Cengage learning.

Robinson, T., Henry, E. and Greuning, H., 2008. International financial statement analysis. New Jersey: John Wiley & Sons.

Thukaram, R., 2007. Management Accounting. New Delhi: New age international publishers.

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