Essilor: H1 2006 Results
September 07 2006 - 2:14AM
PR Newswire (US)
CHARENTON-LE-PONT, France, September 7 /PRNewswire-FirstCall/ -- -
First-Half 2006: Strong Revenue Growth - Record Profitability The
Board of Directors of Essilor International, the world leader in
ophthalmic optics, today approved the financial statements for the
six months ended June 30, 2006. EUR millions June 30, 2006 June 30,
2005 Change Revenue 1,362.4 1,182.9 15.2% Contribution from 242.8
210.2 15.5% Operations(1) 17.8% 17.8% % of revenue Operating profit
229.3 196.4 16.7% Net profit 164.1 145.7 12.6% % of revenue 12.0%
12.3% Basic earnings per share 1.61 1.43 12.5% (in EUR) 1 Operating
profit before compensation costs on share-based payments,
restructuring costs, other income and expenses from operations, and
impairment losses. Revenue up 15.2% to EUR1,362.4 million Essilor's
consolidated revenue for the period rose by 12.4%, excluding the
currency effect, and by 8.7%, like-for-like. Changes in the scope
of consolidation boosted revenue by 3.7%, reflecting the
contributions of the businesses acquired in 2005 and in the first
half of 2006. The currency effect was a positive 2.7%. Organic
growth was led by various factors: - Strong sales in North America,
Europe and Asia throughout the period. - Sustained demand for
value-added lenses and new products such as Varilux Physio(R), the
new mass-market progressive lens successfully introduced worldwide
during the first six months of the year. - Excellent results in the
Instruments division. Revenue by geographical segment EUR millions
June 30, 2006 June 30, 2005 Reported Like-for-like change change*
Europe 606.4 563.2 7.7% 6.2% North America 596.0 490.4 21.5% 10.9%
Asia-Pacific 116.8 95.1 22.8% 13.4% Latin America 43.2 34.2 26.4%
5.8% *Based on a comparable scope of consolidation and at constant
exchange rates. Nineteen acquisitions since January 1, 2006 In the
first half of the year, Essilor actively pursued its external
growth strategy. Since January 1, the Company has completed the
purchase of nineteen companies (or their assets) in North America,
the Asia-Pacific region, India and Europe. These acquisitions
represent approximately EUR63 million in additional revenue for a
total investment of EUR44 million. Most of them are prescription
lens laboratories, which have broadened Essilor's network and
enhanced the services provided to eye care professionals. Four of
the acquisitions were completed in the summer months: - In the
United States, Essilor acquired the assets of Vision Star LLC, a
USD 2 million company which develops and sells laboratory
management software, Prio Corporation, a distributor of corrective
lenses to treat computer vision syndrome, and Sunstar, a
prescription lens laboratory with operations in Nevada and Utah
representing annual revenues of USD 7.7 million. - In Australia,
Essilor acquired Tec Optik Pty Ltd, a prescription lens laboratory
in Sydney with annual revenues of AUD 6.7 million. Record
contribution from operations for the second consecutive year
Contribution from operations up 15.5% to EUR242.8 million As a
percentage of revenue, contribution from operations stood at 17.8%,
on a par with the year-earlier period, and above the full-year
contribution of 17.3% in 2005. This solid performance stemmed from
an increase in gross margin from 57.4% of revenue to 58.2%, or
EUR792.5 million, in first-half 2006. The improvement reflects a
favorable change in product mix combined with high volumes and
productivity gains in the plants and prescription lens
laboratories. Contribution from operations achieved record levels
following Essilor's major investment in engineering and marketing
for new products such as Varilux Physio(R), which was launched in
the first half of 2006. These investments led to a sharp rise in
operating expenses, from 39.6% of revenue in first-half 2005 to
40.3%, or EUR549.7 million. Operating profit up 16.7% to EUR229.3
million "Other income and expenses from operations" and "Gains and
losses on asset disposals" together represented expense of EUR13.6
million, an improvement of 1.4% compared with the year-earlier
period. The total included EUR8.1 million in compensation costs on
employee shareholding and stock option plans. Finance costs of
EUR13.5 million Finance costs, net amounted to EUR13.5 million. The
increase compared with EUR4.3 million in first-half 2005 was due
to: - Higher interest rates and a modest increase in net debt, -
Recognition of exchange and hedging costs under IFRS, - The cost of
buying back 780,000 OCEANE bonds in the first quarter of 2006. Net
profit came to EUR164.1 million, an increase of 12.6% Net profit
included the contribution of associates which increased by 38.9% to
EUR16.1 million, led by the very strong performance of Transitions
(variable-tint lenses). Earnings per share were up 12.5% at
EUR1.61. Outlook Based on its excellent first-half results, Essilor
can look forward to the rest of 2006 with confidence. The results
will be presented to analysts today at 10am. A webcast will be
available on the Internet, both live and after the meeting, at:
http://hosting.3sens.com/Essilor/20060907-E3D6341A/en Next
financial announcement Third-quarter 2006 revenue: October 19, 2006
Essilor International is the world leader in ophthalmic optical
products, offering a wide range of lenses under the flagship
Varilux(R), Crizal(R), Airwear(R) and Essilor(R) brands to correct
myopia, hyperopia, presbyopia and astigmatism. Essilor operates
worldwide through 16 production sites, 215 lens finishing
laboratories and local distribution networks. The Essilor share
trades on the Euronext Paris market and is included in the CAC 40
index. Codes and symbols: ISIN: FR 0000121667; Reuters: ESSI.PA;
Bloomberg: EF FP. Investor Relations and Financial Communications
Veronique Gillet Phone: +33-(0)1-49-77-42-16 DATASOURCE: Essilor
CONTACT: Investor Relations and Financial Communications, Veronique
Gillet, Phone: +33-(0)1-49-77-42-16
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