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Basler AG

Interim / Quarterly Report Aug 13, 2018

45_10-q_2018-08-13_b6c7f83c-02ba-4b92-a908-859eaebe70ac.pdf

Interim / Quarterly Report

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6-MONTH REPORT 2018

KEY FIGURES

in € m* 01/01/ -
06/30/2017
01/01/ -
06/30/2018
Changes
to previ
ous year
04/01/ -
06/30/2017
04/01/ -
06/30/2018
Changes
to previ
ous year
Sales revenues 78.5 83.4 6 % 42.2 38.4 -9 %
Incoming orders 100.4 79.8 -21 % 40.0 33.7 -16 %
Gross results 39.5 42.2 7 % 21.5 19.5 -9 %
Gross profit margin 50.3 % 50.6 % 0 Pp. 50.9 % 50.8 % 0 Pp.
Full costs for
research and
development
7.9 9.1 15 % 3.9 4.6 18 %
Research and
development ratio
10.1 % 10.9 % 1 Pp. 9.2 % 12.0 % 3 Pp.
EBITDA 23.0 24.4 6 % 13.0 10.0 -23 %
EBIT 18.5 19.3 4 % 10.5 8.5 -19 %
EBT 18.2 19.2 5 % 10.3 8.5 -17 %
Net income 13.0 14.6 12 % 7.3 6.5 -11 %
Weighted average
number of shares
3,223,304 3,211,136 0 % 3,206,209 3,211,136 0 %
Result per share(€) 4.03 4.53 12 % 2.26 2.01 -11 %
Cash flow from
operating activities
11.4 12.2 7 % 7.3 13.2 81 %
Cash flow from
investing activities
-7.3 -6.3 -14 % -4.8 -3.2 -33 %
Free Cash flow 4.1 5.9 44 % 2.5 10 300 %
in € m* 12/31/2016 12/31/2017 06/30/18 Changes
to previous
year
Total assets 90.4 117.7 124.5 6 %
Long-term assets 43.9 45.9 47.2 3 %
Equity 50.0 65.6 73.8 13 %
Liabilities 40.4 52.1 50.7 -3 %
Equity ratio 55.3 % 55.7 % 59.3 % 4 Pp.
Net cash 8.8 25.0 23.0 -8 %
Working Capital 18.6 19.8 27.6 40 %
Number of
employees for the
fiscal year (full time
equivalents)
457 504 570 13 %
Share price
(XETRA) in €
60.37 195.05 165.60 -15 %
Number of shares
in circulation
3,215,247 3,211,136 3,211,136 0 %
Market
capitalization
194.1 626.3 531.8 -15 %
*unless otherwise stated

SIX-MONTH REPORT 2018:

¼ Incoming orders: Euro 79.8 million (previous year: Euro 100.4 million, -21 %)

¼ EBITDA: Euro 24.4 million (previous year: Euro 23.0 million, +6 %)

¼ Operating cash flow: Euro 12.2 million (previous year: Euro 11.4 million, +7 %)

¼ Incoming orders: Euro 79.8 million (previous year: Euro 100.4 million, -21 %)
¼ Sales: Euro 83.4 million (previous year: Euro 78.5 million, +6 %)
¼ EBITDA: Euro 24.4 million (previous year: Euro 23.0 million, +6 %)
¼ EBT: Euro 19.2 million (previous year: Euro 18.2 million, +5 %)
¼ EAT: Euro 14.6 million (previous year: Euro 13.0 million, +12 %)
¼ Cash flow from investing activities: Euro -6.3 million
(previous year: -7.3 million, -14 %)
¼ Free cash flow: Euro 5.9 million (previous year: Euro 4.1 million, +44 %)
Dear Ladies and Gentlemen,

¼ Free cash flow: Euro 5.9 million (previous year: Euro 4.1 million, +44 %)

Following a year of record-breaking sales results in 2017, Basler AG celebrated its 30th anniversary in the first half year of 2018. Founded as system integrator for image processing solutions in a technology center in Lübeck, Basler started to develop and market industrial cameras at the end of the 1990s. Due to the continuously strong growth, since 2008, Basler fully focused on the camera business where it has become the leading global manufacturer. Currently, Basler AG is in its next strategic process transforming from a manufacturer of industrial cameras to a fullrange supplier of computer vision components. For implementing this strategy, the former purely organic growth is now accompanied by acquisitions. After the acquisition of the embedded computing specialist mycable GmbH in June 2017, two further transactions were concluded in July 2018 by founding a joint venture in China and acquiring the Silicon Software GmbH. These two transactions will be explained in more detail later in this report.

BUSINESS DEVELOPMENT

In a market that has been more quiet compared to the previous year, the company has developed positively according to plan in the first 6 months of 2018. A sales growth of 6 % has led to a further improvement of the market position and also to a high profitability.

As expected, last year's strong demand for capital goods for the electronic industry initiated by an extraordinary investment cycle of manufacturers of mobile devices as smart phones and tablets did not repeat. Compared to the same period of last year, the manufacturers of mobile devices invested considerably less in new product generations. At the same time, productivity of the last year's installed production machines increased additionally reducing the requirement for

On the exhibition Embedded World in Nuremberg in early 2018 Basler presented a unique and brand-new product concept: the dart camera module with BCON for MIPI interface. This camera module can be combined with selected embedded processors from Qualcomm® and offers a basis for small, powerful and at the same time low-priced image processing solutions. Furthermore, a distribution-cooperation for embedded vision products was signed with Arrow Electronics – one of the leading global distributors for electronic components - in order to open up newly emerging applications in embedded vision in the best possible way.

Outlook

So far, for the Basler group the fiscal year 2018 has been according to the expectations along the forecast which was communicated to the capital market. The sales growth objectives in the one-digit percentage range were reached. Profitability in the first 6 months was higher than expected, on the one hand because of a gross margin above plan and on the other hand because of below plan personnel costs and other operating costs. The management has a positive outlook on the coming months of the fiscal year and confirms the present forecast. According to current knowledge and considering the proportionate sales revenues resulting from the acquisition of the Silicon Software GmbH, the group's sales for 2018 will be in a corridor of Euro 145 – 160 million at a pre-tax margin of 13 – 15 %. In the second half year, Silicon Software is expected to contribute about Euro 5 million to the group's sales. Based on these positive results and the high profitability, the management will continue to go ahead with the recruiting program in the coming months in order to implement the company strategy and to make use of future growth opportunities.

INTERIM MANAGEMENT REPORT INCLUDING ESSENTIAL SUPPLEMENTARY DISCLOSURES OF THE ANNUAL FINANCIAL STATEMENT OF DECEMBER 31, 2017

Report on profit, finance, and asset situation

Sales and incoming orders, costs of service provision

Compared to the previous year, sales increased by 6 % to Euro 83.4 million (previous year: Euro 78.5 million). Due to the reasons mentioned above, incoming orders decreased by 21 % to Euro 79.8 million (previous year: Euro 100.4 million). Considering the special effects of the past year it is on plan.

capacity expansions. However, in other segments of the fabric automation market as well as in medicine and logistics the market growth continued unabatedly enabling to more than compensate the declines in demand from the electronic industry by other business.

After Basler AG worked very hard in the past months on considerably expanding its production capacity compared to the previous year and significantly reduce the order lead times, these measures were successfully completed in the first half year allowing to meet peaks in demand as last year without significant increases of the usually short delivery times. Due to these progresses in our delivery liability, customers did not place their orders earlier as in the previous year (in 2017, due to the boom in the electronic industry, approximately 40 % of the 2017 incoming orders were placed in the first quarter, or, approximately two thirds were placed in the first two quarters, respectively). Due to this normalized order behavior of the customers, incoming orders of the first two quarters decreased by 21 % to approximately Euro 80 million, and are thus on the level planned at the beginning of the year.

As of the end of June 2018 the Verband Deutscher Maschinen– und Anlagenbau (VDMA) reported for 2018 a decline in sales of 2 % for German manufacturers of image processing components. According to VDMA the incoming orders of the sector will reduce by 14 % – due to similar reasons at Basler.

Compared to the market for image processing components, the Basler group achieved an increase in sales of 6 % in the first 6 months of 2018 and was therefore able to gain more market shares.

.Product Launches

In the first half year, the portfolio of the successful camera series ace was extended with various models. The new models with low to mid-resolution are all based on new CMOS image sensors of the Sony Pregius series and will replace medium-term older camera models with discontinued Sony CCD sensors. In the course of this transition from CCD sensors to CMOS image sensors, Basler recently presented a new ace camera model enabling the customer for the first time to reproduce the optical characteristics of a CCD image sensor with a CMOS sensor with a patented algorithm. With this new technology, the customer can use the new Basler camera replacing the discontinued model without changing the existing optical setup or the existing image evaluation software. The customer benefits from lower development costs as well as a shorter time-to-market due to this patented process. In the future, this process will also be used for further new cameras replacing predecessor models based on CCD image sensors.

Additionally, Basler has launched a camera series especially for Medical & Life Sciences in the first half-year. Basler MED ace series offers a powerful CMOS sensor technology with up to 164 frames per second and 20-megapixel resolution. Unique functionality addresses the special needs for the capital goods market for medical and life sciences. Basler's new DIN EN ISO 13485:2016 certification furthermore offers conformity to the internationally acknowledged quality standard of the medical industry to the customers.

GROSS PROFIT (IFRS)*

Due to the very positive gross result as well as below plan personnel costs and other operating costs, the pre-tax result amounted to Euro 19.2 million (previous year: Euro 18.2 million, 5 %). Thus, the pre-tax return rate of about 23 % was far

above the forecast of 13 - 15 %.

EARNINGS BEFORE TAX*

For the last six quarters (in € million)

REVENUE* & ORDER ENTRY**

For the last six quarters (in € million)

Sales Order entry

** Mycable included since January 2018

34

REVENUE SPLIT BY REGIONS

Despite idle costs in the production due to expanded capacities and a non-optimal utilization rate, the gross profit margin developed slightly positively. It amounted to 50.6 % (previous year: 50.3 %). The reason for this was in particular the product mix as well as a lower share in total sales of price sensitive major projects. Compared to the previous year, also in absolute terms the gross result increased by Euro 2.7 million

to Euro 42.2 million (previous year: Euro 39.5 million).

+5 %

Keyfact

Events After the End of the Interim Reporting Period

On July 10, 2018, Basler AG signed a joint venture agreement with its distributor, Beijing Sanbao Xingye Image Tech. Co. Ltd. ("MVLZ"), to transfer their Machine Vision division in China on January 1st, 2019.

MVLZ has been Basler's distribution partner in China for close to twenty years. The company distributes image processing components of all sorts and consults its customers using these components in machine vision and scientific imaging. Both companies agree to transfer the Machine Vision division to the newly established Beijing-based Basler China with branch offices in Shenzhen and Shanghai. The transfer includes approximately one hundred qualified employees, necessary office and business equipment as well as inventories. The transfer will be fully completed by January 1, 2019.

Within a capital increase, Beijing Sanbao Xingye (MVLZ) Image Tech. Co. Ltd. obtains minority shares in Basler Vision Technology (Beijing) Co., Ltd, which will successively be repurchased by Basler AG by the end of 2021. The parties have agreed not to disclose the acquisition price. The management of the joint venture will be staffed by employees of both companies.

With this transaction, Basler AG pursues to further expand its today's strong market position in China, the biggest and fastest growing national market for computer vision. The future direct market presence in China enables Basler to increase its competitiveness versus international and domestic competitors, to streamline its supply chain, and to increase agility in the fastest-growing regional market.

For many years, MVLZ and Basler have been working together in the Chinese market on a trustful and successful basis. This joint venture is to further strengthen this constellation.

Furthermore, on July 19, 2018, Basler acquired with immediate effect 100 % of the shares of Silicon Software GmbH based in Mannheim. Silicon Software is one of the leading global manufacturer of frame grabbers and software for the graphic programming of vision processors. With more than 50 employees, the company manufactures and distributes standard products as well as customized OEM solutions for image processing applications in the fabric automation and medicine sector. In 2017, sales amounted to Euro 8.6 million. Silicon Software's product range supplements the Basler product portfolio and will considerably support the company in implementing its expansion strategy towards the performance segment of the computer vision market in the upcoming years.

Basler has concluded a share purchase and transfer agreement with the two founders and managing directors of Silicon Software GmbH, Dr. Klaus-Henning Noffz and Dr. Ralf Lay. The parties have agreed not to disclose information on the purchase price of which 80 % will be paid in cash and 20 % will be paid in Basler shares. It divides into a base purchase price (on signing) and an earn-out component (until end of 2020). Dr. Noffz and Dr. Lay will continue to work for Silicon Software GmbH and Basler AG in the future

This second transaction enables Basler AG to further expand its product portfolio for computer vision applications. The strategic aim is to offer to OEM customers comprehensive and easy solutions for acquiring images. Considering next generation image sensors and the accompanying data rates, easy to use high quality frame grabbers are of increasing importance. In the future, Basler can offer its customers solutions from one source by combining Basler cameras with intelligent frame grabbers

The period surplus amounted to Euro 14.6 million exceeding the previous year's value of Euro 13.0 million by 12 %. Thus, the result per share (diluted/undiluted) was Euro 4.53 (previous year: Euro 4.03).

Financial Situation

The balance sheet total developed in particular as a result of increases in inventories and receivables in proportion to sales to Euro 124.5 million (12/31/2017: Euro 117.7 million). Equity was Euro 73.8 million (12/31/2017: Euro 65.6 million), thus the equity ratio was 59.3 % on June 30, 2018 compared to 55.7 % on December 31,2017.

Cash Flow and Liquidity Situation

The operating cash flow amounted to Euro 12.2 million (previous year: Euro 11.4 million). Decrease in receivables in the second quarter has had a positive influence. The cash flow from investing activities amounted to Euro -6.3 million (previous year: Euro -7.3 million). Free cash flow reached a level of Euro 5.9 million (previous year: Euro 4.1 million).

Since the beginning of the year, liquid assets remained unchanged despite dividend payment of around Euro 6.5 million in the second quarter. On the last day of the reporting period bank deposits were Euro 36.3 million (12/31/2017: Euro 36.0 million). Net cash position amounted to Euro 22.9 million (12/31/2017: Euro 25.4 million).

FREE CASH FLOW*

For the last six Quarters (in € million)

FCF OCF ICF

2017 2018 Q1 Q2 -1.7 Q3 0.5 Q4 13.9 10.0 Q1 Q2 -4.2 2.5 2.8 4.2 17.2 -1.1 13.2 -2.5 -1.7 -3.3 -2.3 -3.1 -3.2 4.2 € 5.9 million Free Cashflow Keyfact

* Mycable included since June 2017

04/04/2018

Keyfact

Keyfact

BASLER IN THE CAPITAL MARKET

SHARE PRICE DEVELOPMENT

BASLER (Xetra) vs. TecDax 2017/01/01-2018/06/29

Shareholder Structure

The share capital of Basler AG remained unchanged at Euro 3.5 million at the end of the quarter on June 30, 2018 divided into 3.5 million of no-par-value bearer shares.

The second quarter hasn't seen a change in the shareholder structure, which showed

on June 30, 2018 as follows:

from Silicon Software, allowing an "on board" pre-processing and interpretation of image data that opens up cost reduction potential to OEM customers. Additionally, the graphic programming of the vision processors included in the "visual applets" software from Silicon Software supports OEM customers to considerably reduce their time-to-market and their development costs.

For the remaining months of the current fiscal year 2018, Basler expects an additional sales contribution of about Euro 5 million and an EBT margin by Silicon Software of about 14 %.

Employees

On reporting date June 30, 2018, Basler employed 570 (previous year: 500) employees (full-time equivalents). The increase is mainly due to the future growth plan of the company. In the first half year, this increase went slower than planned.

Significant transactions with related parties

(entities and individuals)

There are no significant changes compared to the information provided in the consolidated financial statements as of December 31, 2017.

OPPORTUNITIES AND RISKS REPORT

Regarding significant opportunities and risks of the probable development of the company, we refer to the opportunities and risks described in the group management report as of December 31, 2017. Meanwhile, no significant changes occurred. In the third quarter of 2018 the annual risk inventory will be performed.

NOTES TO THE INTERIM STATEMENT ACCORDING TO IFRS

The interim statement of Basler was prepared according to the International Financial Reporting Standards (IFRS) as applicable within the European Union (EU), the interpretations of the International Financial Reporting Interpretations Committee (IFRIC), as well as the Standing Interpretations Committee (SIC). The interim statement present was prepared according to the provision of the IAS 34.

The interim statement as of June 30, 2018, is unaudited and was not subject to auditing review. Basically, the same accounting and valuation methods are applied as in the consolidated financial statements as of December 31, 2017. For significant changes of the consolidated balance sheet, the consolidated income statement as well as the consolidated cash flow statement we refer to the report on the profit, finance and asset situation.

With regard to the first-time application of IFRS 15, it is assumed that the retained earnings will be reduced by Euro 221 thousand after application of the modified retrospective method. This adjustment will be made on Dec 31, 2018.

GERMAN CORPORATE GOVERNANCE CODE

The current declaration of the management board and the supervisory board pursuant to § 161 of the German Stock Corporation Act (AktG) regarding the German Corporate Governance Code was made continually available to the shareholders on the company's website at www.baslerweb.com/Investoren/Corporate-Governance. On April 17, 2018, an intra-annual supplement was made to item 5.4.1 also available on mentioned above website.

DECLARATION OF THE LEGAL REPRESENTATIVES

We affirm to the best of our knowledge that the interim consolidated financial statements, in accordance with the accounting principles applicable to interim reporting, provide a true and fair view of the group's asset, financial, and earnings situation and that the group's interim management report represents a true and fair picture of the course of business, including the operating result, and the group's financial situation as well as describing the essential opportunities and risks concomitant with the expected development of the group during the remainder of the fiscal year.

The management board

Dr. Dietmar Ley John P. Jennings Arndt Bake Hardy Mehl CEO CCO CMO CFO/COO

Shareholder Structure

12/31/2017
Number of shares
06/30/2018
Number of shares
Supervisory Board
Norbert Basler - -
Prof. Dr. Eckart Kottkamp - -
Horst W. Garbrecht - -
Prof. Dr. Mirja Steinkamp - -
Dorothea Brandes - -
Dr. Marco Grimm - -
Management Board
Dr. Dietmar Ley 125,794 125,794
John P. Jennings 5,500 4,500
Arndt Bake 700 700
Hardy Mehl 800 1,000

General Meeting

Basler AG's annual general meeting took place on May, 7, 2018 in Hamburg.

The presentation of the Annual General Meeting, the voting results, the dividend announcement and all other information relating to this topic can be found on the company's website www.baslerweb.com/de/unternehmen/investoren/ hauptversammlung/2018

Pursuant to Section 1 (1) no. 1 sentence 1 DrittbG, employees of a stock corporation have a right of participation in the supervisory board if the company generally employs more than 500 employees. The company has exceeded the threshold at the beginning of the year and the employees have therefore elected Mrs. Dorothea Brandes and Dr. Marco Grimm as employee representative to the supervisory board on February 28, 2018. The term of office of both representatives began on the day of the Annual General Meeting on May 7, 2018.

Share Buyback Program

The management board and the supervisory board of Basler AG decided on April 21, 2016, to buy back additional own shares. In February 2017, the company ultimately bought back non-par bearer shares on the capital market and currently holds 8.3 % (288,864 pieces) own shares.

In the course of the purchase of Silicon Software GmbH after the reporting date June 30, 2018 the stock of owns shares is 273.340 pieces for end of July 2018.

More detailed information relating to the share buyback program of the Basler AG can be found in the annual report 2017 and on the company's website.

Consolidated Profit and Loss Statement

Group´s annual balance sheet according to IFRS for the fiscal year from January 1, 2018 to June 30, 2018

in € k 01/01/ -
06/30/2017
01/01/ -
06/30/2018
04/01/ -
06/30/2017
04/01/ -
06/30/2018
Sales revenues 78,509 83,378 42,193 38,446
Currency earnings -10 -143 85 35
Cost of sales -39,000 -41,026 -20,715 -18,952
- of which depreciations on capitalized
developments -2,681 -3,271 -1,382 -1,509
Gross profit on sales 39,499 42,209 21,563 19,529
Other operating income 256 178 153 92
Sales and marketing costs -9,643 -10,747 -4,944 -5,416
General administration costs -6,670 -6,135 -3,481 -2,798
Research and development -4,661 -5,629 -2,582 -2,646
Other expenses -258 -554 -228 -236
Operating result 18,523 19,322 10,481 8,525
Financial income 142 89 50 41
Financial expenses -481 -184 -232 -94
Financial result -339 -95 -182 -53
Earnings before tax 18,184 19,227 10,299 8,472
Income tax -5,187 -4,675 -3,039 -2,015
Group´s period surplus 12,997 14,552 7,260 6,457
of which are allocated to
shareholders of the parent company 12,997 14,552 7,260 6,457
non-controlling shareholders 0 0 0 0
Average number of shares 3,223,304 3,211,136 3,206,209 3,211,136
Earnings per share diluted / undiluted (€) 4.03 4.53 2.26 2.01

Consolidated Statement of Comprehensive Income

Group´s annual balance sheet according to IFRS for the fiscal year from January 1, 2018 to March 31, 2018

in € k 01/01/ -
06/30/2017
01/01/ -
06/30/2018
Group's period surplus 12,997 14,552
Result from differences due to currency
conversion, directly recorded in equity
-237 133
Surplus/ Net loss from cash flow hedges 0 0
Total result, through profit or loss -237 133
Total result 12,760 14,685
of which are allocated to
shareholders of the parent company 12,760 14,685
non-controlling shareholders 0 0

Consolidated Cash Flow Statement

Group´s annual balance sheet according to IFRS for the fiscal year from January 1, 2018 to June 30, 2018

in € k 01/01/ -
06/30/2017
01/01/ -
06/30/2018
04/01/ -
06/30/2017
04/01/ -
06/30/2018
Operating activities
Group's period surplus 12,997 14,552 7,260 6,457
Increase (+) / decrease (-) in deferred taxes 1,847 209 665 308
Payout/ incoming payments for interest 576 229 291 127
Depreciation of fixed assets 4,315 5,067 2,317 2,356
Change in capital resources without affecting payment -237 133 -230 205
Increase (+) / decrease (-) in accruals 4,490 1,424 3,047 261
Profit (-) / loss (+) from asset disposals -6 0 -6 0
Increase (-) / decrease (+) in reserves -1,865 -835 -426 -606
Increase (+) / decrease (-) in advances from demand -1 -1,710 -265 -243
Increase (-) / decrease (+) in accounts receivable -13,210 -4,480 -5,983 7,047
Increase (-) / decrease (+) in other assets -361 52 309 -129
Increase (+) / decrease (-) in accounts payable 3,152 -855 770 -1,565
Increase (+) / decrease (-) in other liabilities -256 -1,632 -476 -983
Net cash provided by operating activities 11,441 12,154 7,273 13,235
Investing activities
Payout for investments in fixed assets -7,343 -6,311 -4,854 -3,206
Incoming payments for asset disposals 16 19 15 0
Net cash provided by investing activities -7.327 -6.292 -4.839 -3.206
Financing activities
Payout for amortisation of bank loans -244 -434 -122 -278
Payout for amortisation of finance lease -792 -1.111 -398 -555
Incoming payment for borrowings from banks 1.200 2.700 1.200 2.700
Interest payout -576 -229 -291 -127
Incoming payment for sale of own shares 0 0 0 0
Payout for own shares 173 0 830 0
Dividends paid -2.371 -6.487 -2.371 -6.487
Net cash provided by financing activities -2,610 -5,561 -1,152 -4,747
Change in liquid funds 1,504 301 1,282 5,282
Funds at the beginning of the fiscal period 19,437 36,025 19,659 31,044
Funds at the end of the fiscal period 20,941 36,326 20,941 36,326
Composition of liquid funds at the end of the fiscal
period
Cash in bank and cash in hand 20,941 36,326 20,941 36,326
Payout for taxes 766 2,416 549 1,364

17 18

3,211 3,211
3,119 3,119
59,028 67,093
272 405
65,630 73,828
9,912 12,056
542 100
10,258 10,257
1,406 1,406
5,525 5,770
27,643 29,589
1,590 1,923
3,802 4,042
10,107 9,252
4,776 1,666
2,224 1,112
1,948 3,132
24,447 21,127
117,720 124,544
in € k 12/31/2017 06/30/2018 in € k 12/31/2017 06/30/2018
Assets Liabilities
A. Long-term assets A. Equity
I. Intangible assets 21,476 21,383 I. Subscribed capital 3,211 3,211
II. Fixed assets 8,784 10,359 II. Capital reserves 3,119 3,119
III. Buildings and land in finance lease 12,481 12,226 III. Retained earnings including group's earnings 59,028 67,093
IV. Goodwill 3,139 3,139 IV. Other components of equity 272 405
V. Other financial assets 5 5 65,630 73,828
VI. Deferred tax assets 39 74 B. Long-term debt
45,924 47,186 I. Long-term liabilities
B. Short-term assets 1. Long-term liabilities to banks 9,912 12,056
I. Inventories 20,829 21,664 2. Other financial liabilities 542 100
II. Receivables from deliveries and services and from 3. Liabilities from finance lease 10,258 10,257
production orders 11,066 15,545 II. Non-current provisions 1,406 1,406
III. Other short-term financial assets 1,666 1,844 III. Deferred tax liabilities
5,525
5,770
IV. Other short-term assets 1,040 1,045 27,643 29,589
V. Claim for tax refunds 1,170 934 C. Short-term debt
VI. Cash in bank and cash in hand 36,025 36,326 I. Other financial liabilities 1,590 1,923
71,796 77,358 II. Short-term accrual liabilities 3,802 4,042
117,720 124,544 III. Short-term other liabilities

Group Balance Sheet

Group´s annual balance sheet according to IFRS for the fiscal year from January 1, 2018 to June 30, 2018

Consolidated Statement of Changes in Equity

Group´s annual balance sheet according to IFRS for the fiscal year from January 1, 2018 to June 30, 2018

Other components of equity
Retained Differen Reserves
Sub earnings ces due to for cash Sum of other
scribed Capital incl. group's currency flow components of
in € k capital reserve earnings conversion hedges equity Total
Shareholders´ equity
as of 01/01/2017
3,215 2,443 43,648 710 0 710 50,016
Total result 12,997 -237 -237 12,760
Share salesback 0 0
Share buyback -4 177 173
Dividend outpayment* -2,371 -2,371
Shareholders´equity
as of 06/30/2017
3,211 2,443 54,451 473 0 473 60,578
Total result 676 4,577 -201 -201 5,052
Share salesback 0 0
Share buyback 0 0 0
Shareholders´equity
as of 12/31/2017
3,211 3,119 59,028 272 0 272 65,630
Total result 14.552 133 0 133 14.685
Share salesback 0 0
Share buyback 0 0 0
Dividend outpayment** -6,487 -6,487
Shareholders´
equity as of 06/30/2018
3,211 3,119 67,093 405 0 405 73,828

* 0,74 € per share

** 2,02 € per share

Events 2018

IR-Events

Date Event Venue
11/05/2018 Publication 9-month report 2018 Ahrensburg, Germany
Deutsches Eigenkapitalforum 2018 Frankfurt am Main,
11/26 - 28/2018 (Germany equity forum) Germany

BASLER AG

An der Strusbek 60-62 22926 Ahrensburg Germany Tel. +49 4102 463 0 Fax +49 4102 463 109 [email protected] baslerweb.com

BASLER, INC.

855 Springdale Drive, Suite 203 Exton, PA 19341 USA Tel. +1 610 280 0171 Fax +1 610 280 7608 [email protected]

BASLER ASIA PTE. LTD.

35 Marsiling Industrial Estate Road 3 #05-06 Singapore 739257 Tel. +65 6367 1355 Fax +65 6367 1255 [email protected]

BASLER VISION TECHNOLOGIES TAIWAN INC.

No. 21, Sianjheng 8th St. Jhubei City, Hsinchu County 30268 Taiwan/R.O.C. Tel. +886 3 558 3955 Fax +886 3 558 3956 [email protected]

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