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Teleste Oyj

Quarterly Report Jul 21, 2010

3345_10-q_2010-07-21_9364400e-0377-41f8-a821-7debe0400d02.pdf

Quarterly Report

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January 1– June 30, 2010 Interim Report Q2

Second quarter of 2010

  • ¾ Net sales amounted to EUR 43.5 (30.6) million, an increase of 42.3% over the year of comparison.
  • ¾ Operating profit stood at EUR 1.7 (0.4) million.
  • ¾ Undiluted result per share equalled EUR 0.05 (EUR 0.01).
  • ¾ Orders received amounted to EUR 39.0 (29.6) million, a year-on-year increase of 31.8%.
  • ¾ Orders received by Video and Broadband Solutions amounted to EUR 19.7 (19.1) million
  • ¾ Orders received by Network Services stood at EUR 19.3 (10.5) million.
  • ¾ Operating cash flow stood at EUR 1.3 (2.2) million.

Outlook for 2010

Due to increased net sales and adaptation of costs we estimate the operating profit for 2010 to improve clearly over 2009.

Comments on Q2 by CEO Jukka Rinnevaara

In the second quarter, the demand on the market continued in line with Q1 on a relatively low level and, therefore, the development of orders received failed to show a clear indication of the market picking up. In our estimation investments have been slowed down by ownership arrangements of our European customers as well as by the tightened financial situation in the public sector. In April, we expanded our offering of services through an acquisition in Switzerland. In June, we received, in joint delivery with IBM, a strategically important order from the French National Railways (SNCF) for a video surveillance centralised recording solution.

The year-on-year improvement in profitability was due to a reduction in material costs of the Video and Broadband Solutions, on the one hand, and cost adaptation, on the other. In contrast, profitability of the services business weakened over the comparative year, which was mainly due to costs related to the reorganization of our German operations and the growth in low-margin deliveries. We have maintained our strong market position in Europe and our competitiveness is good. Our competitiveness is supported by the weakened euro.

We will press on determinedly with the implementation of our growth strategy, which consists of R&D solutions ensuring profitable growth, strengthening of our distribution channels and expansion of our services offering. In the prevailing market situation careful cost management and adaptation measures will be continued. Reorganization of the German services business has come a long way, and thus, better utilization of synergies and the streamlining measures will improve the business area's profitability in the second half of the year. Moreover, we expect in particular the sales of optical network solutions, the Luminato headend and video surveillance systems to develop positively. The positive development in Q2 has strengthened our previous view of profitable growth for our operations in 2010.

In our view, the difficult general financial situation in Europe and the ownership arrangements among the cable operators will continue for the rest of the year, and these may have implications for the timing of investments.

Group's Business in the Second Quarter

In Q2, the year-on-year orders received increased by 31.8% standing at EUR 39.0 (29.6) million. The growth in orders received was mainly caused by acquisitions in our Network Services business area carried out in the second half of 2009. The Group's order backlog totalled EUR 14.7 (23.4) million. The order of EUR 12.0 million for the headend video centre received from India in June 2008 has been removed from the order backlog, because we still see uncertainties in its realization. The customer's investment plans are also delayed because of on-going ownership arrangements. The matter has no effect on the outlook for the current year.

Net sales in Q2/2010 grew by 42.3% amounting to EUR 43.5 (30.6) million. This growth in net sales was mainly caused by acquisitions in our Network Services business area carried out in the second half of 2009.

Operating profit improved over the period of comparison standing at EUR 1.7 (0.4) million, which is 3.8% (1.3%) of the net sales. The growth in operating profit over the comparative period was due to Video and Broadband Solutions' reduced material costs and cost adaptation. Operating profit for the period of comparison included EUR 1.0 million of other operating income, whereas in the period under review these amounted to EUR 0.3 million. Undiluted result per share for Q2 was EUR 0.05 (0.01).

Group Operations January to June

Year-on-year orders received improved by 37.7% standing at EUR 76.5 (55.6) million. In the first half of the year, the order intake for both of our business areas was adversely affected by the cold winter in Europe as well as some major sporting events like the Winter Olympics and the FIFA World Championship, for the time of which some European cable operators froze all their network upgrading. Investments were also delayed by the ownership arrangements among our clientele and the deteriorated economic situation in Europe.

Net sales grew by 47.0% over the year of comparison amounting to EUR 82.6 (56.2) million. The increase in net sales was mainly due to acquisitions carried out in the second half of 2009.

Operating profit stood at EUR 2.5 (-0.8) million making 3.0 % (-1.4 %) of the net sales. The year-on-year growth in operating profit was due to Video and Broadband Solutions' increased net sales, reduced material costs and cost adaptation. Operating profit for the period of comparison included EUR 2.1 million of other operating income, whereas in the period under review these amounted to EUR 0.6 million. Undiluted result per share was EUR 0.08 (-0.07).

Video and Broadband Solutions

This business area focuses on broadband subscriber networks, video services platforms and CCTV applications. Major clientele of the business area consists of cable operators but includes also resellers and public sector organizations. The main market of the business area is Europe.

Video and Broadband Solutions in Q2

Orders received totalled EUR 19.7 (19.1) million. Order intake was still affected by the ownership arrangements among the European cable operators and the freeze on network upgrading by some European network operators for the time of major sporting events. An order of EUR 1.5 million was received from France placed by the French National Railways (SNCF) for a video surveillance centralized recording solution. Delivery of the order is scheduled over five years. Ordering decisions involving certain video surveillance projects have been delayed by the tightened European public sector funding. Order backlog totalled EUR 14.7 (23.4) million. The order of EUR 12.0 million received in June 2008 from India has been excluded from the order backlog.

Net sales in Q2 equalled EUR 20.1 (20.1) million. Operating profit stood at EUR 1.5 (-0.3) million making 7.3 % (-1.5 %) of the net sales. This improvement in operating profit was due to enhanced material margin and cost adaptation.

Product development expenses in Q2 equalled EUR 2.9 (2.7), in other words 14.4% (13.6%) of the net sales. Approximately 60% (70%) of the product development expenses involved further development of product platforms currently in production, maintenance, and customer-specific product applications. Activated product development expenses stood at EUR 0.5 (0.3) million. Out of the R&D expenses, EUR 0.5 (0.3) were activated for the Luminato video processing system and the processing system for the Advanced Video Coding protocol (H.264). Our R&D efforts continued regarding the new generation amplifier technology (the Access product range), the optical transfer and reception system for HFC networks (the HDO product range) and the video surveillance management system (VMX). R&D and the product management have been actively involved in several customer network evolution studies.

Video and Broadband Solutions January to June

Orders received stood at EUR 38.3 (36.4) million, i.e. 5.2% above the period of comparison.

Net sales grew by 6.0% amounting to EUR 39.2 (37.0) million. The growth in net sales was mainly due to deliveries of the Access network products to the Nordic countries and video surveillance deliveries to the USA. Deliveries related to the Luminato headend system were above the comparative period. Operating profit amounted to EUR 2.0 (-1.8) million. This improvement in the operating profit was due to increased net sales, better material margin and cost adaptation.

R&D expenses of Video and Broadband Solutions amounted to EUR 5.5 (5.9) million. Activated R&D expenses stood at EUR 0.8 (0.8) million and depreciation on previous activation items equalled EUR 1.2 (1.1) million.

Network Services

Clientele of our Network Services business consists mainly of large European cable operators. Services provided by this business area include planning, new construction, upgrading and maintenance of cable networks. Implementation and scope of the relevant services vary by client ranging from stand-alone applications to integrated turnkey deliveries. Some of our projects also include Teleste's own product solutions. Our services know-how covers all the sectors related to cable network technology from installation and maintenance of headends to upgrading of house networks. Parts of the projects are carried out by our subcontractor network.

Network Services in Q2

Orders received totalled EUR 19.3 (10.5) million. In Q2, our main customer's internet connections service orders also involved low-margin supplemental items with no house network upgrading included. Acquisition of Freycom S.A. in Switzerland did not have any significant impact on orders received. Deliveries by the business area will be carried out mainly based on frame agreements.

Net sales of the business area amounted to EUR 23.3 (10.5) million. The year-on-year increase in net sales was due to acquisitions carried out in Germany in the second half of 2009.

Operating profit stood at EUR 0.2 (0.7) million making 0.8% (6.7%) of the net sales. The profitability was undermined by the fact that deliveries to the main customer involved low-margin services and, secondly, by the reorganization costs.

Network Services January to June

Orders received totalled EUR 38.2 (19.2) million. The growth in orders received over the comparative period was due to restructuring carried out in H2 of 2009 (the German acquisitions). Network Services received from Germany two frame agreements, which are contract extensions from current clients (NetCologne, delivery span 12 months and TeleColumbus, delivery span 6 years). The value of these contracts equals approximately EUR 8 million.

Net sales amounted to EUR 43.4 (19.2) million. The increased net sales over the comparative period was due to restructuring carried out in H2 of 2009.

Operating profit decreased over the previous year amounting to EUR 0.5 (1.0) million. Profitability weakened and the operating profit stood at 1.1% (5.0%) of the net sales. This decline in profitability was due to the fact that our main customer's demand involved low-margin deliveries. Also the cold winter in the beginning of the year hampered our delivery of services. Our German operations are being reorganized, which has caused expenses in the period under review.

Finance and Investments January to June

Operating cash flow stood at EUR 3.7 (3.3) million. At the end of the period under review, the amount of unused binding stand-by credits amounted to EUR 19.5 (23.0) million. The current binding stand-by credits of EUR 40.0 million run till November 2013. The Group's equity ratio equalled 44.4% (49.3%) and net gearing 21.7% (21.3%). Interest bearing debt on 30 June 2010 amounted to EUR 22.8 (18.5) million.

Investments by the Group for the period under review totalled EUR 2.4 (13.2) million accounting for 2.9% (23.6%) of net sales; of the made investments, EUR 1.1 million involved the acquisition of the Swiss Freycom (including the estimated additional purchase price) by Network Services, 0.3 million

related to the expansion investment in the premises in Finland and 0.8 (0.8) million in product development. As to investments for the period, EUR 0.1 (0.1) million was carried out by means of financial leasing.

Personnel and Organisation January to June

At the end of the reporting period, the number of full-time personnel employed by the Group equalled 1,203 (1,009/2009, 754/2008), of which Video and Broadband Solutions accounted for 550 and Network Services 653, respectively. Expenditure on employee benefits amounted to EUR 25.1 (20.3/January to June/2009, 16.6/January to June/2008) million.

As part of the cost-structure adaptation measures required by the general market situation, the Finnish personnel have continued on a rotating layoff. Measures agreed on in the co-determination procedures will be sustained until the end of 2010 as required by the market situation. The co-determination procedure was concluded on 22 January 2010. Streamlining of German operations of Network Services is in progress.

Essential Operational Risks of the Business Areas

Founded in 1954, Teleste is a technology and service provider consisting of two business areas: Video and Broadband Solutions and Network Services. With Europe as the main market area our most significant clients include European cable operators.

Concerning Video and Broadband Solutions, integrated deliveries of solutions create favourable conditions for growth, even if the involved resource allocation and technical implementation pose a challenge involving, therefore, also reasonable risks. The present difficult market situation may delay implementation of investment plans among our clientele. Network investments carried out by the clients vary based on their need for upgrading and their capital structure. Much of Teleste's competition comes from the USA so the exchange rate of euro up against the US dollar affects our competitiveness. Teleste hedges against short-term currency exposure by means of forward contracts. Correct technological choices and their timing are vital for our success.

Net sales for Network Services comes, for the most part, from a small number of large European customers, so a significant change in the demand for services by any one of them is reflected in the actual deliveries. Along with efficient service process management, customer satisfaction requires innovative solutions in terms of processes, products and logistics to ensure the quality of services and cost-efficiency. Ensuring the smooth operation of the cable operators' networks requires constant focusing on the development of qualifications of Teleste's own and its suppliers' personnel, particularly concerning the technical management of the networks and functional product solutions.

It is equally important for our business areas to take into account any market developments such as consolidations taking place among the clientele and competition.

The Board of Directors annually reviews any essential risks related to the company operation and the management thereof. Risk management constitutes an integral part of the strategic and operative practices of our business areas. Risks and their probability are reported to the Board with regular monthly reports.

The company has covered major risks of damage through insurance policies. These insurances do not include credit loss risks. In the period under review, no such risks materialized, and no legal proceedings or judicial procedures were pending that would have had any essential significance for the Group operation.

Group Structure

Parent company Teleste has branch offices in Australia, Spain, the Netherlands, China and Denmark with subsidiaries in 13 countries outside Finland. Teleste Management Oy, which was founded in March 2010, is included in the Teleste Group figures because, owing to financial arrangements, Teleste Corporation has control over the company.

Decisions by the Annual General Meeting

The Annual General Meeting (AGM) held on 9 April 2010 confirmed the financial statements for 2009 and discharged the Board and the CEO from liability for the financial period. The AGM confirmed the Board's proposed dividend of EUR 0.08 per share. The dividend was paid out on 21 April 2010.

The AGM decided that the Board of Directors shall consist of six members. Marjo Miettinen was reappointed Chairman of the Board of Directors while the reappointed Board Members include Pertti Ervi, Tero Laaksonen, Pertti Raatikainen, Kai Telanne and Petteri Walldén.

Authorised Public Accountants KPMG Oy Ab continue as the auditor until the next AGM. Accountant authorised by the Central Chamber of Commerce of Finland Esa Kailiala was chosen auditor-in-charge.

The AGM authorised the Board to acquire the maximum of 1,400,000 of the company's own shares and to convey the maximum of 1,779,985 company's own shares. The AGM also authorised the company Board to issue 10,000,000 new shares. Pursuant to the special rights provided by the company, the maximum number of significant shares is 5,000,000; these special rights are included in the authorisation to issue 10,000,000 new shares.

The authorizations are valid until the Annual General Meeting of Shareholders for year 2011. The Board has not exercised these rights.

Shares and Changes in Share Capital

On 30 June 2010, EM Group Oy was the largest single shareholder with a holding of 21.02%.

In the period under review, the lowest company share price was EUR 3.63 (2.25) and the highest was EUR 5.28 (4.18). Closing price on 30 June 2010 stood at EUR 4.45 (3.13). According to the Finnish Central Security Depository the number of shareholders at the end of the period under review was 5,347 (5,427). Foreign ownership accounted for 8.6% (10.6%). From 1 January to 30 June 2010, trading with Teleste share at NASDAQ OMX Helsinki amounted to EUR 9.5 (22.8) million. In the period under review, 2.2 (6.4) million Teleste shares were traded on the stock exchange.

In March 2010, Teleste Board of Directors decided on a directed share issue of 381,000 shares to Teleste Management Oy established by the management of Teleste Corporation. This directed share issue was authorized by the AGM on 7 April 2009.

At the end of June 2010, the number of own shares in the Group possession stood at 760,985 (379,985) out of which parent company Teleste Corporation had none (0) while other Group or controlled companies had 760,985 shares, respectively. At the end of the period, the Group's holding of the total amount of shares amounted to 4.18% (2.13%).

On 30 June 2010, the registered share capital of Teleste stood at EUR 6,966,932.80 divided in 18,186,590 shares.

Outlook

Cautious approach to network investments is likely to continue among the operator clientele of Video and Broadband Solutions. Nevertheless, we believe the deliveries will continue at least on the level of 2009.

We estimate the demand by the current clientele of Network Services to continue steady. The strategic investments already carried out ensure that our net sales will improve from last year.

Due to increased net sales and adaptation of costs we estimate the operating profit for 2010 to improve clearly over 2009.

20 July 2010

Teleste Corporation Jukka Rinnevaara Board of Directors CEO

This interim report has been compiled in compliance with IAS 34, as it is accepted within EU, using the recognition and valuation principles with those used in the Annual Report. The data stated in this report is unaudited.

STATEMENT OF COMPREHENSIVE
INCOME (tEUR)
4-6/2010 4-6/2009 Change %
Net Sales
Other operating income
Materials and services
Personnel expenses
Other operating expenses
Depreciation
43,474
251
-21,918
-12,781
-5,993
-1,378
30,552
1,000
-13,605
-10,247
-5,958
-1,339
42.3 %
-74.9 %
61.1 %
24.7 %
0.6 %
2.9 %
Operating profit 1,655 403 310.7 %
Financial income and expenses
Share of profit of associates
Profit after financial items
-238
0
1,417
-146
-90
167
63.0 %
n/a
748.5 %
Profit before taxes 1,417 167 748.5 %
Taxes -470 -78 500.4 %
Net profit 947 89 964.0 %
Attributable to:
Equity holders of the parent
947 89 964.0 %
Earnings per share for result of the year attributable to the equity holders of the parent
(expressed in euro per share)
Basic
Diluted
0.05
0.05
0.01
0.01
443.5 %
435.2 %
TOTAL COMPREHENSIVE INCOME FOR THE PERIOD (tEUR)
Net profit
Translation differences
Fair value reserve
Total comprehensive income for the
period
947
-239
-113
595
89
49
0
138
964.0 %
n/a
n/a
331.2 %
Attributable to:
Equity holders of the parent
595 138 331.2 %
STATEMENT OF COMPREHENSIVE
INCOME (tEUR)
1-6/2010 1-6/2009 Change % 1-12/2009
Net Sales 82,568 56,156 47.0 % 141,651
Other operating income 608 2,113 -71.2 % 3,124
Materials and services -41,330 -25,508 62.0 % -69,962
Personnel expenses -25,060 -20,265 23.7 % -44,584
Other operating expenses -11,412 -10,620 7.5 % -21,323
Depreciation -2,893 -2,678 8.0 % -5,582
Impairment loss 0 0 n/a -800
Operating profit 2,481 -802 n/a 2,524
Financial income and expenses -386 -385 0.3 % -605
Share of profit of associates 0 -190 n/a -544
Profit after financial items 2,095 -1,377 n/a 1,375
Profit before taxes 2,095 -1,377 n/a 1,375
Taxes -653 258 n/a -959
Net profit 1,442 -1,119 n/a 416
Attributable to:
Equity holders of the parent 1,442 -1,119 n/a 416
Earnings per share for result of the year attributable to the equity holders of the parent
(expressed in EUR per share)
Basic 0.08 -0.07 n/a 0.02
TOTAL COMPREHENSIVE INCOME FOR THE PERIOD (tEUR)
Net profit 1,442 -1,119 n/a 416
Translation differences -58 92 n/a 189
Fair value reserve -157 0 n/a -116
Total comprehensive income for the
period
1,227 -1,027 n/a 489
Attributable to:
Equity holders of the parent
1,227 -1,027 n/a 489

Diluted 0.08 -0.07 n/a 0.02

STATEMENT OF FINANCIAL POSITION
(tEUR)
30.06.2010 30.06.2009 Change % 31.12.2009
Non-current assets
Property,plant,equipment 9,542 7,102 34.4 % 9,960
Goodwill 32,257 21,977 46.8 % 31,657
Intangible assets 6,755 8,166 -17.3 % 7,664
Investments 713 833 -14.4 % 713
49,267 38,078 29.4 % 49,994
Current assets
Inventories 16,419 20,375 -19.4 % 20,682
Other current assets 27,780 28,239 -1.6 % 26,884
Liquid funds 12,605 8,932 41.1 % 12,518
56,804 57,546 -1.3 % 60,084
Total assets 106,071 95,624 10.9 % 110,078
Shareholder's equity and liabilities
Share capital 6,967 6,967 0.0 % 6,967
Other equity 39,668 38,018 4.3 % 39,702
Non-controlling interest 319 0 n/a 0
46,954 44,985 4.4 % 46,669
Non-current liabilities
Provisions 513 314 63.4 % 513
Non interest bearing liabilities 7,036 2,356 198.6 % 6,726
Interest bearing liabilities 12,237 10,175 20.3 % 12,237
19,786 12,845 54.0 % 19,476
Short-term liabilities
Trade payables and other s-t
liabilities 27,663 27,904 -0.9 % 32,372
Provisions 1,112 1,545 -28.0 % 1,026
S-t interest bearing liabilities 10,556 8,345 26.5 % 10,535
39,331 37,794 4.1 % 43,933
Total shareholder's equity and liabilities 106,071 95,624 10.9 % 110,078
CONSOLIDATED CASH FLOW
STATEMENT (tEUR) 1-6/2010 1-6/2009 Change % 1-12/2009
Cash flows from operating activities
Profit for the period 1,442 -1,119 n/a 416
Adjustments
Interest and other financial expenses
4,065 2,921 39.2 % 8,230
and incomes -386 -385 0.3 % -937
Paid Taxes -150 -550 -72.7 -1,708
Change in working capital -1,244 2,401 -151.8 % 3,830
Cash flow from operating activities 3,727 3,268 14.0 % 9,831
Cash flow from investing activities
Acquisition of subsidiary, net of cash
acquired -374 -8,394 -95.5 % -10,281
Purchases of property, plant and
equipment (PPE) -873 -2 43550.0 % -2,772
Purchases of intangible assets -694 -640 8.4 % -1,327
Investments in shares 0 0 n/a -10
Net cash used in investing activities -1,941 -9,036 -78.5 % -14,390
Cash flow from financing activities
Proceeds from borrowings 0 12,000 n/a 20,542
Payments of borrowings
Dividends paid
Own shares
Proceeds from issuance of ordinary
-566
-1,364
0
-4,360
-2,035
-264
-87.0 %
n/a
n/a
-10,623
-2,035
-264
shares 289 0 n/a 0
Net cash used in financing activities -1,641 5,341 -130.7 % 7,620
Change in cash
Cash in the beginning 12,518 9,268 35.1 % 9,268
Change in cash during period 145 -428 n/a 3,061
Effect of currency changes -58 92 n/a 189
Cash at the end 12,605 8,932 41.1 % 12,518
KEY FIGURES 1-6/2010 1-6/2009 Change % 1-12/2009
Earnings per share, EUR 0.08 -0.07 n/a 0.02
Earnings per share fully diluted, EUR 0.08 -0.07 n/a 0.02
Shareholders' equity per share, EUR 2.69 2.58 4.3 % 2.68
Return on equity 6.2 % -4.9 % n/a 0.9 %
Return on capital employed 7.1 % -3.6 % n/a 3.3 %
Equity ratio 44.4 % 49.3 % -9.9 % 43.6 %
Gearing 21.7 % 21.3 % 1.9 % 22.0 %
Investments, tEUR 2,387 13,248 -82.0 % 25,241
Investments % of net sales 2.9 % 23.6 % -87.8 % 17.8 %
Order backlog, tEUR 14,716 23,396 -37.1 % 33,100
Personnel, average 1,221 998 22.3 % 1,103
Number of shares (thousands)
including own shares
18,187 17,806 2.1 % 17,806
Highest share price, EUR 5.28 4.18 26.3 % 4.30
Lowest share price, EUR 3.63 2.25 61.3 % 2.25
Average share price, EUR 4.39 3.58 22.7 % 3.62
Turnover, in million shares 2.2 6.4 -66.3 % 7.8
Turnover, in MEUR 9.5 22.8 -58.5 % 28.5
Treasury shares Number % of % of
of shares shares votes
Teleste companies own shares
30.6.2010 760,985 4.18 % 4.18 %
Contingent liabilities and pledged assets (tEUR)
For own debt
Other securities 120 120 0.0 % 120
Leasing and rent liabilities 6,159 5,801 6.2 % 6,016
6,279 5,921 6.0 % 6,136
Derivative instruments (tEUR)
Value of underlying forward
contracts 3,554 4,132 -14.0 % 8,043
Market value of forward contracts -59 -186 -68.3 % -228
Interest rate swap 11,500 0 n/a 11,500
Market value of interest swap -273 0 n/a -157

Taxes are computed on the basis of the tax on the profit for the period.

RECLASSIFICATION OF SEGMENTS 1.1.2010

OPERATING SEGMENTS (tEUR) 1-6/2010 1-6/2009 Change % 1-12/2009
Video and Broadband Solutions
Order intake 38,280 36,399 5.2 % 81,612
Net sales 39,210 37,003 6.0 % 76,280
EBIT 2,025 -1,759 n/a -692
EBIT% 5.2 % -4.8 % n/a -0.9 %
Network Services
Order intake 38,204 19,153 99.5 % 69,408
Net sales 43,358 19,153 126.4 % 65,371
EBIT 456 957 -52.4 % 3,216
EBIT% 1.1 % 5.0 % -79.0 % 4.9 %
Total
Order intake 76,484 55,552 37.7 % 151,020
Net sales 82,568 56,156 47.0 % 141,651
EBIT 2,481 -802 n/a 2,524
EBIT% 3.0 % -1.4 % n/a 1.8 %
Financial items -386 -385 0.3 % -605
Share of profit of associates
Operating segments net profit
0 -190 n/a -544
before taxes 2,095 -1,377 n/a 1,375

Segment assets

Segment assets include items directly attributable as well as those that can be allocated on a reasonable basis.

Change % 31.12.2009
Video and Broadband Solutions 54,997 63,941 -14.0 % 56,120
38,469 22,751 69.1 % 41,440
Segment assets total 97,560
12,605 8,932 41.1 % 12,518
106,071 95,624 10.9 % 110,078
7/2009-
4-6/10 1-3/10 7-9/09 4-6/09 6/2010
Video and Broadband Solutions
19,702 18,578 22,508 19,109 83,493
20,148 19,062 18,262 20,095 78,487
1,463 562 1,524 -295 3,092
7.3 % 2.9 % 8.3 % -1.5 % 3.9 %
30.6.2010
93,466
30.6.2009
86,692
10-12/09
22,705
21,015
-457
-2.2 %
7.8 %
Network Services
Order intake
Net sales
EBIT
EBIT %
19,278
23,326
192
0.8 %
18,926
20,032
264
1.3 %
24,119
22,769
2,175
9.6 %
26,136
23,449
84
0.4 %
10,457
10,457
698
6.7 %
88,459
89,576
2,715
3.0 %
Total
Order intake
Net sales
EBIT
EBIT %
38,980
43,474
1,655
3.8 %
37,504
39,094
826
2.1 %
46,824
43,784
1,718
3.9 %
48,644
41,711
1,608
3.9 %
29,566
30,552
403
1.3 %
171,952
168,063
5,807
3.5 %
Attri
butable to
equity
holders of
the parent
(tEUR)
Share
holder's
Share
capital
Share
premium
Trans
lation
Diffe
rences
Retai
ned
Ear
nings
Inves
ted
free
capital
Other
funds
Total Share
of non
cont
rolling
Inte
rest
Total
equity
equity
1.1.2010
Total
compre
hensive
6,967 1,504 -372 35,949 2,737 -116 46,669 0 46,669
income for
the period
Share issue
-58 1,442 0 -157 1,227
0
0
289
1,227
289
Paid
dividend
Equity
settled
share
-1,394 -1,394 30 -1,364
based
payments
Share
holder's
133 0 0 133 0 133
equity
30.6.2010
6,967 1,504 -430 36,130 2,737 -273 46,635 319 46,954
Share
holder's
equity
1.1.2009
Profit of
6,967 1,504 -561 37,284 1,451 0 46,645 0 46,645
the period
paid
92 -1,119 0 -1,027 0 -1,027
dividend
Equity
settled
share
based
-2,035 -2,035 0 -2,035
payments
Share
holder's
equity
116 1,286 0 1,402 0 1,402
30.6.2009 6,967 1,504 -469 34,246 2,737 0 44,985 0 44,985

CALCULATION OF KEY FIGURES

Return on equity: Profit/loss for the financial period
------------------------------ * 100
Shareholders' equity (average)
Return on capital employed: Profit/loss for the period after financial items + financing charges
------------------------------ * 100
Total assets - non-interest-bearing
liabilities (average)
Equity ratio: Shareholders' equity
----------------------------- * 100
Total assets - advances received
Gearing: Interest bearing liabilities - cash in hand and in bank - interest
bearing assets
----------------------------- * 100
Shareholders' equity
Earnings per share: Profit for the period attributable to equity holder of the parent
----------------------------------------------
Weighted average number of ordinary shares outstanding during
the period
Earnings per share, diluted: Profit for the period attributable to equity holder of the parent
(diluted)
-----------------------------------------------
Average number of shares - own shares + number of options at
the period-end
MAJOR SHAREHOLDERS 30.6.2010 Shares %
EM Group Oy 3,822,813 21.02
Mandatum Life 1,679,200 9.23
Ilmarinen Mutual Pension Insurance Company 936,776 5.15
Kaleva Mutual Pension Insurance Company 824,641 4.53
Varma Mutual Pension Insurance Company 521,150 2.87
State Pension Fund 500,000 2.75
Op-Suomi Small Cap 496,112 2.73
Aktia Capital Mutual Fund 450,000 2.47
Skagen Vekst Verdipapierfond 437,000 2.4
Teleste Management Oy 381,000 2.09
SECTOR DISPERSION 30.6.2010 Shareholders % Shares %
Corporations 317 5.92 5,835,378 32.08
Financial and insurance corporations 14 0.26 3,687,601 20.27
Public institutions 9 0.16 2,248,700 12.36
Non-profit institutions 37 0.69 429,611 2.36
Households 4,929 92.18 4,420,695 24.30
Foreign countries and nominee registered 41 0.76 1,564,605 8.60
Total 5,347 100.00 18,186,590 100.00

Preliminary calculation of recognised fair values on the acquisition Freycom.

Recognised fair values on
1 000 EUR acquisition
Fair values used in consolidation
Trade marks (inc. in intangible assets) 63
Customer relationship (inc. in intangible assets) 101
Technology (inc. in intangible assets) 0
Book values used in consolidation
Tangible assets 107
Inventories 321
Other receivables 204
Cash and cash equivalents 197
Total assets 993
Book values used in consolidation
Interest-bearing liabilities 0
Deferred tax liabilities 0
Other liabilities 524
Total liabilities 524
Net identifiable assets and liabilities 469
Total consideration 1,071
Goodwill on acquisition 602
Consideration paid in cash -571
Cash and cash equivalents in acquired subsidiary 197
Total net cash outflow on the acquisition -374

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