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Danisco H1 EBIT Seen Down 8 pct

Source: Reuters
12/12/2008

Copenhagen, Dec 12 - Danish ingredients group Danisco is expected to report an 8-percent drop in first-half operating profit due to the global economic slowdown, a Reuters survey of eight analysts showed on Thursday.

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The average estimate for earnings before interest and tax (EBIT) for the half year ended Oct. 31 was 756 million Danish crowns ($133.8 million), down from 824 million in the corresponding period las year.

Sales are seen up 5 percent at 6.4 billion crowns.

"The challenge is to see if they will be able to reap the benefits of raw material costs going down," said Jens Thomsen, senior equities analyst at Jyske Bank. "For a long time they've fought for price increases to make money in spite of the rise in raw materials cost. We'll see if they can maintain the high prices and improve profitability."

In mid-July, Germany's Nordzucker agreed to buy Danisco's sugar business for around 750 million euros. German authorities are examining the deal due to competition concerns.

Danisco has forcast full-year net profit before share-based payments of about 1 billion crowns, with sales of about 13 billion.

Second-quarter consensus figures include 100 million crowns at the pretax level and downwards for one-off items. Estimates include discontinued operations.

The group is due to release its numbers on Tuesday, Dec. 16.

(All figures in millions of Danish crowns except EPS and dividend, which are:

in crowns)    
SECOND QUARTER   
                  Mean    Median  High    Low     No.  Yr ago
Total sales          3.204   3.200   3.295   3.100   8    3.002
EBIT (group)         353     350     418     315     8    376
Pretax profit        361     361     413     330     8    305
Net profit           271     260     325     230     7    317
EPS                  5,55    5,32    6,64    4,70    7    6,60
Dividend per share   n/a     n/a     n/a     n/a     n/a  n/a
Special items        -9      -9      0       -20     6    -6
Recommendation       n/a     n/a     n/a     n/a     n/a  n/a
FIRST HALF
                  Mean    Median  High    Low     No.  Yr ago
Total sales          6.439   6.435   6.530   6.335   8    6.129
EBIT (group)         756     753     821     718     8    824
Pretax profit        704     704     756     673     8    685
Net profit           501     490     555     460     7    1.102
EPS                  10,38   10,15   11,47   9,53    7    22,90
Dividend per share                                   n/a  n/a
Special items        -15     -15     -6      -26     6    -6
Recommendation       n/a     n/a     n/a     n/a     n/a  n/a
FULL YEAR 2008/2009
                  Mean    Median  High    Low     No.  Yr ago
Total sales          13.138  13.072  13.735  12.576  8    12.219
EBIT (group)         1.453   1.422   1.550   1.400   8    1.499
Pretax profit        1.227   1.199   1.580   1.054   8    1.203
Net profit           999     1.016   1.085   875     6    770
EPS                  20,42   20,76   22,18   17,89   6    16,04
Dividend per share   7,38    7,50    7,75    7,00    5    7,50
Special items        -36     -46     -6      -50     6    -95
FULL YEAR 2009/2010
                  Mean    Median  High    Low     No.
Total sales          14.026  14.018  15.228  13.314  7
EBIT (group)         1.613   1.585   1.722   1.544   7
Pretax profit        1.363   1.395   1.510   1.204   7
Net profit           907     926     1.001   766     5
EPS                  18,54   18,93   20,47   15,66   5
Dividend per share   7,07    7,50    7,50    5,78    4
Special items        -4      0       0       -20     5


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