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Bang & Olufsen

Earnings Release Jan 12, 2022

3394_ir_2022-01-12_d4203b11-e822-4d83-ac0c-e1773b7e1631.pdf

Earnings Release

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  • · The gross margin was 44.4%. This represents a 0.2pp decrease year-on-year. The marqin reflected an improved product mix, increased prices, offset by higher component costs (approx. 4.5pp).
  • EBIT before special items was DKK 28m, equivalent to an EBIT margin of 3.5% (Q2 20/21: 4.1%).
  • · Earnings for the period were a profit of DKK 10m compared to DKK 12m last year.
  • Free cash flow was DKK 11m (Q2 20/21: DKK 139m). The year-on-year decline was related to last year's working capital improvement, partly offset by improved EBITDA.
  • Available liquidity was DKK 534m (Q1 21/22: DKK 608m). The decline in the quarter was related to the purchase of treasury shares to cover outstanding LTIP programmes and settlement of the Danish Holiday Fund.
  • · For the first six months of the financial year, Bang & Olufsen delivered 27% revenue growth in local currencies, EBIT before special items of DKK 37m (H1 20/21: DKK -11m) and a positive free cash flow of DKK 32m (H1 20/21: DKK 77m).

Progress on strategic priorities

Despite high activity levels for securing component supply, and re-working marketing execution adjusting to available supply, the company continued to deliver on the strategy at a steady pace.

  • · The six European core markets delivered 8% growth, adjusted for product returns. The growth was driven by double-digit sell-out growth.
  • The two Asian core markets delivered year-on-year growth of 32% in local currencies. The company finalised its China growth plan, with a strong emphasis on go to market tactics.
  • · Americas grew 99% in local currencies, mainly driven by the partnerships with Verizon and BestBuy
  • With the launch of two products innovations in Q2, the company is on track to deliver on the roadmap for 2021/22. In Q2, the company launched a pilot of the Bespoke Programme inviting customers to customize and individualize products to their preference.
  • · In the first half of the year, a 16% growth in new customers was registered in the company's app.

Outlook

The company maintains the outlook for the financial year 2021/22, which is as follows:

· Revenue: DKK 2.9bn to DKK 3.1bn
• EBIT margin before special items: 7-4%
• Free cash flow: DKK Om to DKK 100m

The outlook is based on certain assumptions (see page 20 in the interim report for H1 2021/22) and continues to be subject to high uncertainty due to general pressure on supply chains and COVID-19.

Conference call for analysts and investors

The company will host a webcast on 12 January 2022 at 10:00 CET, where the financial development for Q2 21/22 will be presented.

The webcast can be accessed at https://streams.eventcdn.net/bo/q2202122/ Dial-in details for participants in the Q&A: DK: +45 7815 0109 UK: +44 333 300 9034 US: +1 646 722 4902

For further information, please contact:

Martin Raasch Egenhardt Investor Relations Phone: +45 5370 7439

Jens Bjørnkjær Gamborg Group Communications Phone: +45 2496 9371

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