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Koninklijke Philips N.V.

Earnings Release Jan 28, 2014

3876_iss_2014-01-28_788719f4-027a-40c1-9236-58730804dbb1.pdf

Earnings Release

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Philips reports fourth-quarter comparable sales growth of 7%; operational results up by 20%; 2013 financial targets achieved

Fourth-quarter highlights

  • Comparable sales in growth geographies up 15%
  • EBITA amounted to EUR 884 million, or 13.0% of sales, compared to a loss of EUR 50 million in Q4 2012
  • EBITA excluding restructuring and other charges increased to EUR 915 million, or 13.5% of sales, compared to EUR 765 million, or 11.3% of sales, in Q4 2012
  • Net income amounted to EUR 412 million
  • Free cash flow of EUR 608 million

Full-year highlights

  • Full-year comparable sales increased 3% to EUR 23.3 billion
  • Full-year EBITA increased to EUR 2.5 billion, or10.5% of sales, compared to EUR 1.1 billion, or 4.7% of sales, in 2012
  • Return on invested capital was 15.3% for the year
  • Proposal to increase dividend to EUR 0.80 per share

Frans van Houten, CEO:

"The fourth quarter of 2013 was another good quarter for Philips, despite the challenging economic environment and ongoing currency headwinds. In the quarter, Lighting and Consumer Lifestyle both delivered strong comparable sales growth of 8%.At Healthcare, comparable sales increased by 4%, while orderintake declined 1% as a result of weak markets in the US and Europe. The operational profitability of all sectors improved substantially, driven by good sales growth, gross margin expansion of 2 percentage points and productivity gains, all coming from the Accelerate! program.

We achieved the mid-term financial targets we had set in 2011, thanks to the hard work of our employees. We delivered a compound annual growth rate for comparable sales over the period 2012–2013 of 4.5%, compared to ourtarget of 4-6%, and did so in a lower GDPgrowth environmentthan originally anticipated. Ourreported EBITAas a percentage of sales was 10.5%, within our target range of 10-12%, which we achieved despite currency headwinds and changed pension accounting. We also significantly improved our return on invested capital to 15.3%, above the target range of 12-14%.

We are making excellent progress on our Accelerate! journey. We continue to invest in growth opportunities and the Philips brand. Our overhead cost reduction program has resulted in EUR 1 billion of total gross savings to date. We reduced our inventory as a percentage of sales by 260 basis points from 2011 to 2013. Through our Design for Excellence (DfX) program we remain focused on improving gross margins. These ongoing initiatives, as well as the launch of our new brand campaign and our focus on innovation, continue to make Philips a better and more competitive company.

We introduced the EPIQ Ultrasound system, the Vereos digital PET/CT system and the IQon Spectral CT system, which we expect will have a positive eect on future orders for our health care business. Building on our consumer portfolio of locally relevant innovations, we experienced strong growth in China as well as in Europe, driven by higher demand for our home appliances, such as the Air Purier and Airfryer. As the leading professional lighting solutions and services provider, Philips won a 10-year contract to deliver and service an integrated digital lighting system with 13,000 connected LED fixtures and adaptive energy management controls for parking garages in Washington, DC. We also won a major order to renovate most of Buenos Aires' 125,000 street lights with the CityTouch connected LED system. Our new innovations received a record 100-plus design awards in 2013.

Achieving the 2013 nancial targets was an important milestone and we have now set our sights on reaching our 2016 targets. We are condent in our ability to further improve our performance by continuing the strong focus on our Accelerate! transformation program. Looking at 2014, we remain cautious because of ongoing macro-economic uncertainties, currency headwinds and softer order intake in Q4 2013. Therefore, we expect that 2014 will be a modest step towards our 2016 targets, also taking into account restructuring to drive the new productivity targets and investments in additional growth initiatives."

Q4 financials: comparable sales and operational results improve across all sectors

Healthcare comparable sales grew by 4% year-on-year. Customer Services recorded high-single-digit growth, while Home Healthcare Solutions achieved mid-single-digit growth. Imaging Systems and Patient Care & Clinical Informatics recorded low-single-digit growth. In growth geographies, comparable sales showed double-digit growth year-on-year, with strong increases in China, Central & Eastern Europe, Latin America and Middle East & Turkey. Currency-comparable equipment order intake declined by 1% year-on-year, with Patient Care & Clinical Informatics achieving low-single-digit growth, while Imaging Systems recorded a low-single-digit decline. EBITA margin excluding restructuring and acquisition-related charges increased by 100 basis points year-on-year to 19.0%.

Consumer Lifestyle comparable sales increased by 8%, with double-digit growth at Domestic Appliances and highsingle-digit growth at Health & Wellness, while Personal Care recorded mid-single-digit growth. In the growth geographies, comparable sales showed a strong double-digit increase, while mature geographies achieved lowsingle-digit growth. EBITA margin excluding restructuring and acquisition-related charges increased to 13.4%, a year-on-year improvement of 2.1 percentage points.

Lighting comparable sales increased by 8%, led by double-digit growth at Lumileds and Automotive. Light Sources & Electronics and Professional Lighting Solutions achieved mid-single-digit growth, while Consumer Luminaires recorded a low-single-digit decline. LED-based sales grew by 48% and now represent 34% of total Lighting sales. In growth geographies, comparable sales showed a double-digit increase. EBITA margin excluding restructuring and acquisition-related charges and other losses was 10.4%, a year-on-year improvement of 2.5 percentage points.

Philips has completed 7% of the EUR 1.5 billion share buy-back program since the start of the program in October 2013.

Please refer to page 21 of this press release for more information about forward-looking statements, third-party market share data, use of non-GAAP information and use of fair-value measurements.

Philips Group

Net income

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
Sales 6,759 6,799
EBITA (50) 884
as a % of sales (0.7) 13.0
EBIT (176) 713
as a % of sales (2.6) 10.5
Financial income (expenses) (39) (77)
Income taxes (27) (168)
Results investments in associates (193) (46)
Net income from continuing operations (435) 422
Discontinued operations 15 (10)
Net income (420) 412
Net income attributable to shareholders per
common share (in euros) - diluted
(0.46) 0.44

Net income

  • Net income amounted to EUR 412 million, compared to a net loss of EUR 420 million in Q4 2012. The yearon-year improvement reflects better operational results and lower restructuring charges in 2013, while 2012 net income was impacted by the European Commission fine and charges related to various legal matters.
  • EBITA amounted to EUR 884 million, or 13.0% of sales, compared to a loss of EUR 50 million in Q4 2012. Restructuring and acquisition-related charges amounted to EUR 31 million in Q4 2013, compared with EUR 348 million in Q4 2012. Q4 2012 EBITA was further impacted by an amount of EUR 313 million for the European Commission fine and EUR 154 million related to various legal matters as well as the loss on the sale of industrial assets.
  • EBITA, excluding restructuring and other charges, improved to EUR 915 million, or 13.5% of sales, compared to EUR 765 million, or 11.3% of sales, in Q4 2012. All sectors contributed to the improved earnings.
  • EBIT amounted to EUR 713 million and includes impairment charges related to intangible assets, mainly consisting of EUR 58 million in Consumer Luminaires at Lighting and EUR 29 million in Imaging Systems at Healthcare.
  • Tax charges were EUR 141 million higher than in Q4 2012, mainly due to higher taxable earnings.
  • Results from investments in associates showed a loss of EUR 46 million, which includes a provision for the net impact of expected payments related to the agreed transfer of the remaining 30% stake in the TP Vision joint venture. Q4 2012 included EUR 196 million of charges related to Philips' portion of the European Commission fine with respect to the former LG.Philips Displays joint venture.
  • Income from discontinued operations decreased by EUR 25 million.

Sales by sector

in millions of euros unless otherwise stated

Q4 Q4 % change
2012 2013 nominal compar
able
Healthcare 2,918 2,828 (3) 4
Consumer Lifestyle 1,385 1,428 3 8
Lighting 2,262 2,306 2 8
Innovation, Group &
Services
194 237 22 15
Philips Group 6,759 6,799 1 7

Sales per geographic cluster

in millions of euros unless otherwise stated

Q4 Q4 % change
2012 2013 nominal compar
able
Western Europe 1,769 1,820 3 3
North America 2,015 1,899 (6)
Other mature
geographies
609 546 (10) 5
Total mature geographies 4,393 4,265 (3) 2
Growth geographies 2,366 2,534 7 15
Philips Group 6,759 6,799 1 7

Sales per sector

  • Group sales amounted to EUR 6,799 million, an increase of 7% on a comparable basis. Group nominal sales increased by 1%, reflecting a 6% negative currency eect.
  • Healthcare comparable sales showed 4% growth year-on-year. Customer Services achieved highsingle-digit growth, while Home Healthcare Solutions posted mid-single-digit growth. Imaging Systems and Patient Care & Clinical Informatics recorded low-single-digit growth.
  • Consumer Lifestyle comparable sales increased by 8%. Double-digit comparable sales growth was seen at Domestic Appliances, Health & Wellness showed high-single-digit growth, and Personal Care recorded mid-single-digit growth.
  • Lighting comparable sales were 8% higher year-onyear. Light Sources & Electronics and Professional Lighting Solutions achieved mid-single-digit growth. Lumileds and Automotive showed double-digit growth, while Consumer Luminaires recorded a lowsingle-digit decline.

Sales per geographic cluster

  • Growth geographies delivered a double-digit comparable sales increase for the third consecutive quarter, driven by higher sales in all sectors.
  • Comparable sales in mature geographies increased by 2% compared to Q4 2012. The increase was attributable to Healthcare and Consumer Lifestyle, while Lighting sales remained flat year-on-year.

EBITA

in millions of euros

Q4 Q4
2012 2013
Healthcare 411 541
Consumer Lifestyle 127 187
Lighting (28) 218
Innovation, Group & Services (560) (62)
Philips Group (50) 884

EBITA

as a % of sales

Q4 Q4
2012 2013
Healthcare 14.1 19.1
Consumer Lifestyle 9.2 13.1
Lighting (1.2) 9.5
Innovation, Group & Services (288.7) (26.2)
Philips Group (0.7) 13.0

Restructuring and acquisition-related charges

in millions of euros

Q4 Q4
2012 2013
Healthcare (114) 3
Consumer Lifestyle (30) (5)
Lighting (185) (22)
Innovation, Group & Services (19) (7)
Philips Group (348) (31)

EBIT

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
Healthcare 361 477
Consumer Lifestyle 113 174
Lighting (88) 124
Innovation, Group & Services (562) (62)
Philips Group (176) 713
as a % of sales (2.6) 10.5

Earnings per sector

  • Healthcare EBITA increased by EUR 130 million yearon-year. Excluding restructuring and acquisitionrelated charges, EBITA improved by EUR 13 million, driven by overhead cost reductions.
  • Consumer Lifestyle EBITA increased by EUR 60 million year-on-year. Excluding restructuring and acquisition-related charges, EBITA improved by EUR 35 million. The higher EBITA was largely attributable to improved gross margins across all businesses.
  • Lighting EBITA increased by EUR 246 million yearon-year. Excluding restructuring and acquisitionrelated charges and the loss on the sale of industrial assets of EUR 22 million, EBITA improved by EUR 61 million, driven by higher gross margins and overhead cost reductions.
  • Innovation, Group & Services EBITA amounted to a net cost of EUR 62 million. The EBITA net cost of EUR 560 million in Q4 2012 included a EUR 313 million impact ofthe EuropeanCommission fine and EUR132 million of provisions related to various legal matters. EBITA, excluding restructuring and other charges, improved by EUR 41 million compared to Q4 2012, mainly due to higher IP royalty income.

Financial income and expenses

in millions of euros
Q4 Q4
2012 2013
Net interest expenses (79) (63)
Other 40 (14)
(39) (77)

Cash balance

in millions of euros

Q4 Q4
2012 2013
Beginning cash balance 3,232 2,034
Free cash flow 753 608
Net cash flow from operating
activities
1,056 905
Net capital expenditures (303) (297)
Acquisitions of businesses (20) (12)
Other cash flow from investing activities 7 (16)
Treasury shares transactions (191) (57)
Dividend paid
Changes in debt/other (21) (112)
Net cash flow discontinued operations 74 20
Ending balance 3,834 2,465

Cash flows from operating activities in millions of euros

Financial income and expenses

• Financial income and expenses amounted to a net expense of EUR 77 million, an increase of EUR 38 million compared with Q4 2012. The increase mainly reects the impact of a EUR 46 million gain from long-term derivative contracts in Q4 2012 and lower interest expense in Q4 2013.

Cash balance

  • The Group cash balance increased during Q4 2013 to EUR 2,465 million. A free cash inflow of EUR 608 million was partly oset by a EUR 112 million outflow mainly related to debt redemption, and by the use of EUR 57 million in treasury shares transactions, primarily for our share buy-back program.
  • In Q4 2012, the cash balance increased to EUR 3,834 million, mainly due to a free cash inflow of EUR 753 million, partly oset by the use of EUR 191 million in treasury shares transactions, primarily for our share buy-back program.

Cash flows from operating activities

• Operating activities resulted in a cash inflow of EUR 905 million, compared to an inflow of EUR 1,056 million in Q4 2012. Higher cash earnings in Q4 2013 were more than oset by higher working capital requirements.

Gross capital expenditures1)

in millions of euros

Inventories as a % of sales1)

1) sales is calculated over the preceding 12 months 2) excludes inventories of Audio, Video, Multimedia and Accessories business

Net debt and group equity

Gross capital expenditure

• Gross capital expenditures on property, plant and equipment were EUR31 million lowerthan in Q4 2012, mainly due to lower investments at Lighting and IG&S.

Inventories

  • Inventory value at the end of Q4 2013 was EUR 3.2 billion and amounted to 13.9% of sales.
  • Compared to Q4 2012, inventories as a percentage of sales improved by 0.4 percentage points. This was driven by reductions at all businesses, most notably Consumer Lifestyle.

Net debt and group equity

  • At the end of Q4 2013, Philips had a net debt position of EUR 1.4 billion, compared to EUR 0.7 billion at the end of Q4 2012. During the quarter, the net debt position decreased by EUR596 million, largely due to a free cash inflow of EUR 608 million.
  • Group equity increased by EUR 276 million in the quarter to EUR 11.2 billion. The increase was largely a result of net income earned during the period, partially oset by negative currency translation eects.

Number of employees in FTEs

1) Number of employees excludes discontinued operations. Discontinued operations, comprising the Audio, Video, Multimedia and Accessories business, had 1,992 employees at end of Q4 2013 (Q4 2012: 2,005; Q3 2013: 1,940).

Employees

  • Compared to Q4 2012, the number of employees decreased by 1,393. This decrease includes 705 employees from divestments. Excluding divestments, the number of employees decreased by 688, mainly due to the company's overhead reduction program and the industrial footprint rationalization at Lighting.
  • The number of employees increased by 363 in the quarter, largely due to increases in Asia Pacific, partly oset by industrial footprint rationalization at Lighting and divestments at Healthcare.

Healthcare

Key data

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
Sales 2,918 2,828
Sales growth
% nominal 7 (3)
% comparable 4 4
EBITA 411 541
as a % of sales 14.1 19.1
EBIT 361 477
as a % of sales 12.4 16.9
Net operating capital (NOC) 7,976 7,437
Number of employees (FTEs) 37,460 37,008

in millions of euros

EBITA

Business highlights

  • Building on its innovation leadership, Philips introduced the all-new Vereos digital PET/CT system, with a twofold increase in resolution compared to analog (e.g. Philips Gemini TF16), resulting in high image quality and increased accuracy to improve diagnostic confidence, treatment planning and workflows. Philips also introduced the IQon system, the first spectral detector CT that uses color to enable a more definitive diagnosis in a single scan for faster imaging results.* At RSNA, Philips received the prestigious "Best in KLAS" award for overall performance leader in imaging equipment.
  • As a leading innovator in image-guided interventions and therapy, Philips has expanded its product portfolio with InfraredX's catheter-based imaging system and teamed up with RealView Imaging to demonstrate the feasibility of 3D holographic imaging in interventional cardiology.
  • Philips has partnered with Mercy, one of the earliest providers of telehealth - the remote monitoring and management of patients and one of the fastest growing care delivery models - to expand its health care system's telehealth services and acute care beds fourfold by 2017.
  • Philips has strengthened its respiratory drug delivery innovation capabilities and home care product portfolio through a technology license agreement with Aerogen and the acquisition of its home-care portable nebulizer product range.
  • Continuing its commitment to improve access to care in Africa, Philips announced a new partnership with AMREF Flying Doctors and the support of a maternal and newborn health study in Uganda, which demonstrated how rural access to ultrasound screenings results in better quality of care.

* The IQon system is pending 510k clearance in the US

Financial performance

• Currency-comparable equipment orders declined 1% year-on-year. Patient Care & Clinical Informatics recorded low-single-digit growth, while Imaging Systems posted a low-single-digit decline.

  • Equipment order intake in growth geographies showed low-single-digit growth, mainly due to strong growth in China and Latin America, which was partially oset by a double-digit decline in Russia & Central Asia. North America showed low-single-digit growth, while Western Europe recorded a doubledigit decline and other mature geographies achieved high-single-digit growth.
  • Healthcare comparable sales showed 4% growth year-on-year. Customer Services achieved highsingle-digit growth, while Home Healthcare Solutions posted mid-single-digit growth. Imaging Systems and Patient Care & Clinical Informatics recorded low-single-digit growth.
  • Comparable sales in growth geographies showed double-digit growth year-on-year, with strong growth in China and Latin America, partly oset by a decline in Russia & Central Asia. Western Europe recorded low-single-digit growth, while other mature geographies achieved mid-single-digit growth and North America recorded a 1% decline.
  • EBITA amounted to EUR 541 million, or 19.1% of sales, compared to EUR 411 million, or 14.1% of sales, in Q4 2012.
  • Excluding restructuring and acquisition-related charges, EBITA amounted to EUR 538 million, or 19.0% of sales, compared to EUR 525 million, or18.0% of sales, in Q4 2012. The increase was mainly due to overhead cost reductions.
  • EBIT amounted to EUR 477 million, including a EUR 29 million impairment charge related to intangible assets at Imaging Systems.
  • Inventories as a percentage of sales improved by 0.3 percentage points year-on-year.
  • Net operating capital, excluding a negative currency translation eect of EUR 472 million, decreased by EUR 67 million to EUR 7.4 billion. This decrease was largely driven by lower fixed assets.
  • Compared to Q4 2012, the number of employees decreased by 452. This decrease includes 705 employees from divestments, partially oset by an increase in the sales force in Asia Pacific.

Miscellaneous

• Restructuring and acquisition-related charges in Q1 2014 are expected to total approximately EUR 25 million.

• In our Healthcare facility in Cleveland, Ohio, certain issues in the general area of manufacturing process controls were identied during an ongoing US Food and Drug Administration (FDA) inspection. To address these issues, on January 10 we started a voluntary, temporary suspension of new production at the facility, primarily to strengthen manufacturing process controls. Currently, there is no indication of product safety issues. This action is estimated to have a negative impact on the sector's EBITA of approximately EUR 60 to 70 million in the rst half of 2014, of which we expect to recover a substantial part in the second half of 2014.

Consumer Lifestyle*

*Excluding the Audio, Video, Multimedia and Accessories business

Key data

|--|

Q4 Q4
2012 2013
Sales 1,385 1,428
Sales growth
% nominal 13 3
% comparable 10 8
EBITA 127 187
as a % of sales 9.2 13.1
EBIT 113 174
as a % of sales 8.2 12.2
Net operating capital (NOC) 1,205 1,261
Number of employees (FTEs) 16,542 17,854

in millions of euros

EBITA

Business highlights

  • Geographical expansion and localization of product innovations drove strong growth in Domestic Appliances. China continued to perform above expectations, with increasing consumer demand for Philips Air Purifiers and locally relevant kitchen appliances, including Philips Rice Cookers and Noodle Makers.
  • Philips further extended its Oral Healthcare leadership position in Japan by expanding distribution in drugstores and launching the newest Philips Sonicare AirFloss. Market share continued to grow globally, driven by the latest innovations, the Philips Sonicare FlexCare Platinum and Sonicare DiamondClean Black.
  • Driven by the positive consumer response to the Philips AVENT Natural Feeding range, Philips Mother and Child Care delivered strong growth in European markets such as Germany, France,the UKandCentral & Eastern Europe.
  • Reaffirming its global leadership in Male Grooming, Philips celebrated the sale of its 10 millionth Philips SensoTouch shaver, and on "Double 11", China's biggest day for online shopping, sold around 200,000 shavers, underlining our strong brand position in China.
  • Further strengthening Philips' position in Beauty, the recently introduced Philips VisaPure skincare device has extended Philips' reach in specialist channels and won several consumer beauty awards in France, the UK and the Netherlands. VisaPure is now available in 20 markets worldwide.

Financial performance

  • Consumer Lifestyle comparable sales increased by 8%. Double-digit comparable sales growth was seen at Domestic Appliances, Health & Wellness showed high-single-digit growth, and Personal Care recorded mid-single-digit growth.
  • Consumer Lifestyle achieved a double-digit comparable sales increase in growth geographies and low-single-digit growth in mature geographies. Western Europe and North America showed lowsingle-digit growth.
  • EBITA amounted to EUR 187 million, or 13.1% of sales, compared to EUR 127 million, or 9.2% of sales, in Q4 2012.

  • Excluding restructuring and acquisition-related charges, EBITA was EUR 192 million, or 13.4% of sales, compared to EUR 157 million, or 11.3% of sales, in Q4 2012. The improvement of 2.1 percentage points was largely attributable to improved gross margins across all businesses.

  • EBITA included EUR 6 million of net costs formerly reported in the Audio, Video, Multimedia and Accessories business (Q4 2012 included EUR 9 million related to the Audio, Video, Multimedia and Accessories business and EUR 5 million related to the Television business).
  • Net operating capital, excluding a negative currency translation eect of EUR 61 million, increased by EUR 117 million year-on-year. The increase was largely driven by higher working capital and a reduction in provisions.
  • Inventories as a percentage of sales improved by 0.9 percentage points year-on-year, driven by reductions at Personal Care and Domestic Appliances.
  • The number of employees increased by 1,312 yearon-year, as a result of insourcing of production and expansion of sales-related activities in the Domestic Appliances and Health & Wellness businesses, mainly in the Asian region.

Miscellaneous

• Restructuring and acquisition-related charges are not expected to be material in Q1 2014.

Lighting

Key data

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
Sales 2,262 2,306
Sales growth
% nominal 9 2
% comparable 4 8
EBITA (28) 218
as a % of sales (1.2) 9.5
EBIT (88) 124
as a % of sales (3.9) 5.4
Net operating capital (NOC) 4,635 4,462
Number of employees (FTEs) 50,224 46,890

in millions of euros

EBITA

Business highlights

  • Philips was awarded the order to renovate most of Buenos Aires' 125,000 street lights with its CityTouch connected LED system.This system allows each light point to be programmed and remotely controlled, improving comfort and safety at lower energy cost.
  • As the leading professional lighting solutions and services provider, Philips was awarded a 10-year performance contractto install, monitor and maintain 13,000 connected lighting fixtures for parking garages in Washington, DC.
  • Strengthening its LED technology leadership, Philips has introduced SlimStyle in the US. This revolutionary 60 W-equivalent flat LED bulb delivers pleasant omni-directional light for less than \$10.
  • Philips has partnered with Desso to develop and market LED light-transmissive carpets, adding a new dimension to interior design and space planning for offices, hotels and public buildings.
  • Underlining its geographical expansion, Philips has opened its first Asian indoor and outdoor Customer Lighting Application Center at its LED Lighting Campus in Chengdu, China.

Financial performance

  • Comparable sales were 8% higher year-on-year. Light Sources & Electronics and Professional Lighting Solutions achieved mid-single-digit growth while Lumileds and Automotive showed double-digit growth. Consumer Luminaires recorded a lowsingle-digit decline.
  • Excluding OEM Lumileds sales, comparable sales showed a double-digit increase in growth geographies and a low-single-digit increase in mature geographies.
  • LED-based sales grew 48% compared to Q4 2012, and now represent 34% of total Lighting sales, compared to 25% in Q4 2012.
  • EBITA amounted to EUR 218 million, or 9.5% of sales, compared to a loss of EUR 28 million in Q4 2012. Earnings in Q4 2013 were impacted by restructuring and acquisition-related charges of EUR 22 million, whereas Q4 2012 charges amounted to EUR 207 million, including a EUR 22 million loss on the sale of industrial assets.

  • EBITA, excluding restructuring and acquisitionrelated charges and other losses, was EUR 240 million, or 10.4% of sales, compared to EUR 179 million, or 7.9% of sales, in Q4 2012. The year-on-year EBITA increase was driven by higher gross margins and overhead cost reductions.

  • EBIT amounted to EUR 124 million, which includes an impairment charge of EUR 58 million related to customer relationships and goodwill at Consumer Luminaires.
  • Net operating capital, excluding a negative currency translation eect of EUR 201 million, increased by EUR 28 million year-on-year. The increase was mainly due to a reduction in provisions.
  • Inventories as a percentage of sales improved by 0.3 percentage points year-on-year.
  • Compared to Q4 2012, the number of employees decreased by 3,334, mainly due to the rationalization of the industrial footprint.

Miscellaneous

• Restructuring and acquisition-related charges in Q1 2014 are expected to total approximately EUR 50 million.

Innovation, Group & Services

Key data

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
Sales 194 237
Sales growth
% nominal (2) 22
% comparable (3) 15
EBITA of:
Group Innovation (39) (42)
IP Royalties 80 122
Group and Regional Costs (61) (72)
Accelerate! investments (35) (34)
Pensions (4)
Service Units and Other (505) (32)
EBITA (560) (62)
EBIT (562) (62)
Net operating capital (NOC) (4,500) (2,922)
Number of employees (FTEs) 11,856 12,937

EBITA

in millions of euros

Business highlights

  • Philips announced its new brand positioning, "innovation and you" brand line and redesigned shield, which all build on the company's heritage of creating innovations that matter to people.
  • Institut Curie, in France, has teamed up with Philips with the aim to speed up and enhance cancer diagnosis and treatment. Through Philips' innovative Digital Pathology Solution, Institut Curie expects to increase workflow efficiency and consolidate its pathology activities at multiple sites into one single virtual laboratory.
  • In 2013, Philips received over 100 key design awards. Most recently, Philips was awarded four Design For Asia Awards 2013, including the Bronze Award for ORBIT LED luminaires and three Merit Recognitions, for the Two Headed Rotary Shaver, Fidelio SoundBar and Philips Friends lamps.
  • For the sixth consecutive year, Philips has been ranked first among the 40 largest publicly listed Dutch companies benchmarked for Responsible Supply Chain Management by The Dutch Association of Investors for Sustainable Development (VBDO).

Financial performance

  • Sales increased from EUR 194 million in Q4 2012 to EUR 237 million in Q4 2013, due to higher IP royalties related to one-time patent settlements in our Blu-ray and TV licensing programs.
  • EBITA amounted to a net cost of EUR 62 million, including EUR 7 million of net restructuring charges (Q4 2012: EUR 19 million). The EBITA net cost of EUR 560 million in Q4 2012 included a EUR 313 million impact ofthe EuropeanCommission fine and EUR132 million of provisions related to various legal matters.
  • EBITA, excluding restructuring charges,the European Commission fine and the provisions related to various legal matters, improved by EUR 41 million compared to Q4 2012, mainly due to higher IP royalty income.
  • EBITA of Service Units and Other included EUR 21 million of net costs formerly reported in discontinued businesses (Q4 2012 included EUR 13 million related to the Audio, Video, Multimedia, and Accessories business and EUR 3 million related to the Television business).

  • Net operating capital, excluding a positive currency translation eect of EUR 110 million and the European Commission fine of EUR 509 million, increased by EUR 959 million year-on-year, mainly due to an increase in working capital, a decrease in pension liabilities, an increase in the value of currency hedges as well as a reclassification of real estate assets from the sectors to the Service Units.

  • Compared to Q4 2012, the number of employees increased by 1,081, primarily driven by a shift of employees to central Human Resource and Research activities as well as an increase in temporary workers in the IT Service Units.

Miscellaneous

  • For 2014, we expect an increase in restructuring expenses of approximately EUR 30 million, a decrease in IP royalty income of around EUR 90 million, and an increase in investments related to Accelerate! and new growth adjacencies of around EUR 20 million.
  • Restructuring charges in Q1 2014 are expected to total approximately EUR 10 million.

Additional information on Audio, Video, Multimedia and Accessories business

AVM&A results reconciliation

in millions of euros unless otherwise stated

Q4 Q4
2012 2013
EBITA 13 (26)
Disentanglement costs 0 (17)
Former AVM&A net costs allocated to
Consumer Lifestyle 9 6
Former AVM&A net costs allocated to IG&S 13 21
Eliminated amortization other AVM&A
intangibles (3) 0
EBIT discontinued operations 32 (16)
Financial income and expenses 0 (2)
Income taxes (12) 1
Net income (loss) of discontinued
operations 20 (17)
Number of employees (FTEs) 2,005 1,992
January to December
2012 2013
EBITA 60 (45)
Disentanglement costs 0 (44)
Former AVM&A net costs allocated to
Consumer Lifestyle 35 27
Former AVM&A net costs allocated to IG&S 41 69
Eliminated amortization other AVM&A
intangibles (15) 1
EBIT discontinued operations 121 8
Financial income and expenses 0 (2)
Income taxes (40) (3)
Investments in associates (3) 0
Net income (loss) of discontinued
operations 78 3
Number of employees (FTEs) 2,005 1,992

The Audio, Video, Multimedia and Accessories (AVM&A) business is reported as discontinued operations in the Consolidated statements of income and Consolidated statements of cash flows. Priorperiod comparative figures have been restated accordingly. Consequently, AVM&A sales and EBITA are no longer included in the Consumer Lifestyle and Group results of continuing operations. Since Q1 2013, the applicable assets and liabilities of this business are reported under Assets and Liabilities classified as held for sale in the Consolidated balance sheet.

Philips had reached an agreement to transfer the AVM&A business to Funai Electric Co. Ltd in Q1 2013. This agreement was terminated on October 25, 2013. Since then, Philips has received expressions of interest in the business from various parties, both strategic and financial investors, and has been actively discussing the sale of the business with potential buyers. In the meantime, the AVM&A business operates as a standalone entity named WOOX Innovations. Consequently, the AVM&A business is reported as discontinued operations throughout 2013.

The net income of discontinued operations attributable to the AVM&A business decreased from a net profit of EUR 20 million in Q4 2012 to a net loss of EUR 17 million in Q4 2013, due to lower operational results and higher disentanglement costs, partly oset by lower income taxes.

EBITA in Q4 2013 included EUR 17 million of restructuring charges (Q4 2012: EUR 10 million).

The full-year net income of discontinued operations attributable to the AVM&A business decreased from EUR 78 million in 2012 to EUR 3 million in 2013, due to lower operational results and higher disentanglement costs, partly oset by lower income taxes.

EBITA in 2013 included EUR 16 million of restructuring charges. EBITA in 2012 included EUR 19 million of restructuring charges, which were oset by a EUR 20 million gain on the divestment of Speech Processing.

Full-year highlights

The year 2013

  • Sales for the full year 2013 amounted to EUR 23.3 billion, up 3% on a comparable basis.
  • Growth geographies achieved 11% comparable sales growth and accounted for 36% of total sales.
  • EBITA excluding restructuring and other charges amounted to EUR 2,500 million, or 10.7% of sales, compared to EUR 1,971 million, or 8.4 % of sales, in 2012. The increase was largely driven by improved operational results across all sectors.
  • EBITA amounted to EUR 2,451 million, or 10.5% of sales, compared to EUR 1,106 million, or 4.7% of sales, in 2012.
  • Net income increased to EUR 1,172 million, compared to a net loss of EUR 30 million in 2012, as a result of higher earnings and lower restructuring and other charges.
  • Cash ows from operating activities amounted to EUR 1,138 million, compared to EUR 2,082 million in 2012.
January to December
2012 2013
Sales 23,457 23,329
EBITA 1,106 2,451
as a % of sales 4.7 10.5
EBIT 648 1,991
as a % of sales 2.8 8.5
Financial income and expenses (329) (330)
Income taxes (185) (466)
Results investments in associates (211) (25)
Income (loss) from continuing
operations
(77) 1,170
Discontinued operations 47 2
Net (loss) income (30) 1,172
Net income (loss) - shareholders per
common share (in euros) - diluted
(0.04) 1.27

Performance of the Group

  • Sales for the full year 2013 amounted to EUR 23.3 billion, a 1% nominal decrease year-on-year. Excluding negative currency eects and portfolio changes, comparable sales were 3% above 2012. Comparable sales growth was driven by a 10% increase at Consumer Lifestyle, while Healthcare and Lighting achieved low-single-digit growth.
  • Growth geographies achieved 11% comparable growth, while mature geographies declined by 1% as a result of continued economic weakness in Southern Europe and uncertain market conditions in North America. Growth geographies accounted for 36% of total sales, compared to 34% in 2012.
  • EBITA amounted to EUR 2,451 million, or 10.5% of sales, compared to EUR 1,106 million, or 4.7% of sales, in 2012. 2013 EBITA included restructuring and acquisition-related charges of EUR 117 million, compared with EUR 561 million in 2012. 2013 EBITA was also impacted by a net gain of EUR 47 million from a past-service pension cost gain and related settlement loss in the US, as well as a EUR 21 million gain on the sale of a business in Healthcare. 2012 EBITA included a EUR 313 million impact of the European Commission fine, EUR 132 million of provisions related to various legal matters, a net gain of EUR 197 million on the sale of assets, mainly for the Senseo and High Tech Campus transactions, and a EUR 81 million loss on the sale of industrial assets at Lighting. In addition, 2012 EBITAalso included a pastservice cost gain of EUR 25 million related to a retiree medical plan.
  • EBITA excluding restructuring and other charges amounted to EUR 2,500 million, or 10.7% of sales, compared to EUR 1,971 million, or 8.4% of sales, in 2012. The increase was largely driven by gross margin improvements and overhead cost reductions across all sectors.
  • EBIT amounted to EUR 1,991 million, or 8.5% of sales, compared to EUR 648 million, or 2.8% of sales, in 2012. 2013 EBIT includes impairment charges related to intangible assets, mainly consisting of EUR 58 million in Consumer Luminaires at Lighting and EUR 29 million in Imaging Systems at Healthcare during the fourth quarter.
  • Financial income and expenses amounted to a net expense of EUR 330 million, in line with 2012.

  • Income taxes amounted to EUR 466 million, compared to EUR 185 million in 2012. The eective income tax rate was 28.1%, compared to 58.0% in 2012. Excluding the non-tax-deductible European Commission fine and charges related to various legal matters in 2012, the eective tax rate in 2012 was 25.5%. The 2.6 percentage point increase in 2013 was mainly related to a higher average income tax rate in 2013 due to a change in the country mix of profit and loss, which was partly oset by lower valuation allowances.

  • Net income for the year amounted to EUR 1,172 million, compared to a net loss of EUR 30 million in 2012.
  • Cash flow from operating activities amounted to EUR 1,138 million in 2013, which is EUR 944 million lower than in 2012. The decrease is mainly a result of the payment of the European Commission fine in Q1 2013, increased working capital and the payout of restructuring charges in 2013.
  • In October 2013 we launched a EUR 1.5 billion share buy-back program. By the end of the year, we had completed 7% of this program.

Forward-looking statements

Forward-looking statements

This document and the related oral presentation, including responses to questions following the presentation, contain certain forward-looking statements with respect to the financial condition, results of operations and business of Philips and certain of the plans and objectives of Philips with respect to these items. Examples of forward-looking statements include statements made about our strategy, estimates of sales growth, future EBITA and future developments in our organic business. By their nature, these statements involve risk and uncertainty because they relate to future events and circumstances and there are many factors that could cause actual results and developments to dier materially from those expressed or implied by these statements.

These factors include but are not limited to domestic and global economic and business conditions, developments within the euro zone, the successful implementation of our strategy and our ability to realize the benefits of this strategy, our ability to develop and market new products, changes in legislation, legal claims, changes in exchange and interest rates, changes in tax rates, pension costs and actuarial assumptions, raw materials and employee costs, our ability to identify and complete successful acquisitions and to integrate those acquisitions into our business, our ability to successfully exit certain businesses or restructure our operations, the rate of technological changes, political, economic and other developments in countries where Philips operates, industry consolidation and competition. As a result, Philips' actual future results may dier materially from the plans, goals and expectations set forth in such forwardlooking statements. For a discussion of factors that could cause future results to dier from such forwardlooking statements, see the Risk management chapter included in our Annual Report 2012.

Third-party market share data

Statements regarding market share, including those regarding Philips' competitive position, contained in this document are based on outside sources such as research institutes, industry and dealer panels in combination with management estimates. Where information is not yet available to Philips, those statements may also be based on estimates and projections prepared by outside sources or management. Rankings are based on sales unless otherwise stated.

Use of non-GAAP information

In presenting and discussing the Philips Group financial position, operating results and cash flows, management uses certain non-GAAP financial measures. These non-GAAP financial measures should not be viewed in isolation as alternatives to the equivalent IFRS measures and should be used in conjunction with the most directly comparable IFRS measures. A reconciliation of these non-GAAP measures to the most directly comparable IFRS measures is contained in this document. Further information on non-GAAP measures can be found in our Annual Report 2012.

Use of fair-value measurements

In presenting the Philips Group financial position, fair values are used for the measurement of various items in accordance with the applicable accounting standards. These fair values are based on market prices, where available, and are obtained from sources that are deemed to be reliable. Readers are cautioned that these values are subject to changes over time and are only valid at the balance sheet date. When quoted prices or observable market data are not readily available, fair values are estimated using appropriate valuation models and unobservable inputs. Such fair value estimates require management to make significant assumptions with respect to future developments, which are inherently uncertain and may therefore deviate from actual developments. Critical assumptions used are disclosed in our Annual Report 2012. Independent valuations may have been obtained to support management's determination of fair values.

All amounts are in millions of euros unless otherwise stated. All reported data is unaudited. Financial reporting is in accordance with the accounting policies as stated in the Annual Report 2012, unless otherwise stated.

Prior-period financials have been restated for the treatment of Audio, Video, Multimedia and Accessories as discontinued operations, the adoption of IAS 19R, which mainly relates to pension reporting, and adjustments to the quarterly figures of 2012, which have already been included in the Annual Report 2012 (for an explanation refer to Annual Report 2012 section 12.10 "Significant Accounting Policies"). An overview of the revised 2012 figures per quarter is available on the Philips website, in the Investor Relations section.

Proposed distribution

Proposed distribution to shareholders

A proposal will be submitted to the General Meeting of Shareholders to declare a distribution of EUR 0.80 per common share (up to EUR740 million), in cash or shares at the option of the shareholder, against the net income for 2013. Further details will be given in the agenda for the General Meeting of Shareholders, to be held on May 1, 2014.

Other information

LTI coverage program

To cover Philips' outstanding obligations resulting from past and present long-term incentive and employee stock purchase programs dating back to 2004, Philips will repurchase up to 12 million additional Philips shares on NYSE Euronext Amsterdam, to be executed during 2014. The shares repurchased will be held by Philips as treasury shares untilthey are distributed to participants.

Philips will start this program as of January 28, 2014 and will enter into subsequent discretionary management agreements with one or more banks to repurchase Philips shares within the limits of relevant laws and regulations (in particular EC Regulation 2273/2003) and Philips' articles of association. All transactions will be published on Philips' website (www.philips.com/ investor) on a weekly basis.

The LTI coverage program is over and above the existing EUR 1.5 billion share repurchase program for cancellation purposes which started on October 21, 2013.

Philips quarterly statistics

all amounts in millions of euros unless otherwise stated

2012 2013
1st quarter 2nd quarter 3rd quarter 4th quarter 1st quarter 2nd quarter 3rd quarter 4th quarter
Sales 5,307 5,570 5,821 6,759 5,258 5,654 5,618 6,799
comparable sales growth % 5 6 7 5 1 3 3 7
Gross margin 2,008 2,139 2,253 2,591 2,101 2,347 2,357 2,883
as a % of sales 37.8 38.4 38.7 38.3 40.0 41.5 42.0 42.4
Selling expenses (1,196) (1,314) (1,298) (1,526) (1,190) (1,245) (1,214) (1,426)
as a % of sales (22.5) (23.6) (22.3) (22.6) (22.6) (22.0) (21.6) (21.0)
G&A expenses (199) (151) (222) (273) (200) (230) (253) (266)
as a % of sales (3.7) (2.7) (3.8) (4.0) (3.8) (4.1) (4.5) (3.9)
R&D expenses (450) (440) (447) (494) (424) (416) (437) (456)
as a % of sales (8.5) (7.9) (7.7) (7.3) (8.1) (7.4) (7.8) (6.7)
EBIT 341 229 254 (176) 305 509 464 713
as a % of sales 6.4 4.1 4.4 (2.6) 5.8 9.0 8.3 10.5
EBITA 451 339 366 (50) 402 603 562 884
as a % of sales 8.5 6.1 6.3 (0.7) 7.6 10.7 10.0 13.0
Net income (loss) 183 102 105 (420) 162 317 281 412
Net income (loss) attributable to
shareholders
182 102 104 (423) 161 317 282 409
Net income (loss) - shareholders per
common share in euros - diluted
0.20 0.11 0.11 (0.46) 0.17 0.35 0.31 0.44

Philips quarterly statistics (continued)

all amounts in millions of euros unless otherwise stated

2012 2013
January
March
January
June
January
September
January
December
January
March
January
June
January
September
January
December
Sales
comparable sales growth %
5,307
5
10,877
6
16,698
6
23,457
6
5,258
1
10,912
2
16,530
2
23,329
3
Gross margin 2,008 4,147 6,400 8,991 2,101 4,448 6,805 9,688
as a % of sales 37.8 38.1 38.3 38.3 40.0 40.8 41.2 41.5
Selling expenses (1,196) (2,510) (3,808) (5,334) (1,190) (2,435) (3,649) (5,075)
as a % of sales (22.5) (23.1) (22.8) (22.7) (22.6) (22.3) (22.1) (21.8)
G&A expenses (199) (350) (572) (845) (200) (430) (683) (949)
as a % of sales (3.7) (3.2) (3.4) (3.6) (3.8) (3.9) (4.1) (4.1)
R&D expenses (450) (890) (1,337) (1,831) (424) (840) (1,277) (1,733)
as a % sales (8.5) (8.2) (8.0) (7.8) (8.1) (7.7) (7.7) (7.4)
EBIT 341 570 824 648 305 814 1,278 1,991
as a % of sales 6.4 5.2 4.9 2.8 5.8 7.5 7.7 8.5
EBITA 451 790 1,156 1,106 402 1,005 1,567 2,451
as a % of sales 8.5 7.3 6.9 4.7 7.6 9.2 9.5 10.5
Net income (loss) 183 285 390 (30) 162 479 760 1,172
Net income (loss) attributable to
shareholders 182 284 388 (35) 161 478 760 1,169
Net income (loss) - shareholders per
common share in euros - diluted
0.20 0.31 0.42 (0.04) 0.17 0.52 0.83 1.27
Net income (loss) from continuing
operations as a % of shareholders' equity 6.3 4.3 4.0 (0.6) 5.8 9.0 9.4 10.6
period ended 2012 period ended 2013
Number of common shares outstanding
(after deduction of treasury shares) at the
end of period (in thousands)
915,926 931,391 923,912 914,591 905,381 913,874 915,095 913,338
Shareholders' equity per common share
in euros 13.35 13.01 13.01 12.19 12.33 11.78 11.93 12.28
Inventories as a % of sales1) 16.9 17.2 16.9 14.3 15.5 15.7 16.5 13.9
Inventories excluding discontinued
operations 3,623 3,812 3,877 3,359 3,629 3,696 3,832 3,239
Net debt : group equity ratio 6:94 13:87 11:89 6:94 12:88 16:84 16:84 11:89
Net operating capital 10,634 11,485 11,048 9,316 9,969 10,184 10,249 10,238
Total employees 122,008 121,801 121,284 118,087 117,881 117,239 116,266 116,681
of which discontinued operations 2,285 2,166 2,058 2,005 1,970 1,958 1,940 1,992

1) sales is calculated over the preceding 12 months

Condensed consolidated statements of income

in millions of euros unless otherwise stated

4th quarter January to December
2012 2013 2012 2013
Sales 6,759 6,799 23,457 23,329
Cost of sales (4,168) (3,916) (14,466) (13,641)
Gross margin 2,591 2,883 8,991 9,688
Selling expenses (1,526) (1,426) (5,334) (5,075)
General and administrative expenses (273) (266) (845) (949)
Research and development expenses (494) (456) (1,831) (1,733)
Impairment of goodwill 0 (28) 0 (28)
Other business income 34 21 275 123
Other business expenses (508) (15) (608) (35)
Income from operations (176) 713 648 1,991
Financial income 44 19 106 70
Financial expenses
(83) (96) (435) (400)
Income before taxes (215) 636 319 1,661
Income tax expense (27) (168) (185) (466)
Income after taxes (242) 468 134 1,195
Results relating to investments in associates (193) (46) (211) (25)
Net income from continuing operations (435) 422 (77) 1,170
Discontinued operations - net of income tax 15 (10) 47 2
Net income (420) 412 (30) 1,172
Attribution of net income for the period
Net income attributable to shareholders (423) 409 (35) 1,169
Net income attributable to non-controlling interests 3 3 5 3
Earnings per common share attributable to shareholders
Weighted average number of common shares outstanding
(after deduction of treasury shares) during the period (in thousands):
- basic 918,2231) 914,385 922,1011) 911,072
- diluted 927,4861) 927,131 927,2221) 922,072
Net income attributable to shareholders per common share in euros:
- basic (0.46) 0.45 (0.04) 1.28
- diluted (0.46)2) 0.44 (0.04)2) 1.27

1) Adjusted to make 2012 comparable for the elective share dividend premium (273 thousand) issued in June 2013

2) The incremental shares from assumed conversion are not taken into account in the periods for which there is a loss attributable to shareholders, as the eect would be antidilutive

Condensed consolidated balance sheets

in millions of euros unless otherwise stated

December 31, December 31,
2012 2013
Non-current assets:
Property, plant and equipment 2,959 2,780
Goodwill 6,948 6,504
Intangible assets excluding goodwill 3,731 3,262
Non-current receivables 176 144
Investments in associates 177 161
Other non-current financial assets 549 496
Deferred tax assets 1,919 1,675
Other non-current assets 94 63
Total non-current assets 16,553 15,085
Current assets:
Inventories - net 3,495 3,240
Other current financial assets 10
Other current assets 337 354
Derivative financial assets 137 150
Income tax receivable 97 70
Receivables 4,585 4,678
Assets classified as held for sale 43 507
Cash and cash equivalents 3,834 2,465
Total current assets 12,528 11,474
Total assets 29,081 26,559
Shareholders' equity 11,151 11,214
Non-controlling interests 34 13
Group equity 11,185 11,227
Non-current liabilities:
Long-term debt 3,725 3,309
Long-term provisions 2,119 1,903
Deferred tax liabilities 92 76
Other non-current liabilities 2,005 1,568
Total non-current liabilities 7,941 6,856
Current liabilities:
Short-term debt 809 592
Derivative financial liabilities 517 368
Income tax payable 200 143
Accounts and notes payable 2,839 2,462
Accrued liabilities 3,171 2,830
Short-term provisions 837 651
Liabilities directly associated with assets held for sale 27 348
Other current liabilities 1,555 1,082
Total current liabilities 9,955 8,476
Total liabilities and group equity 29,081 26,559

Condensed consolidated statements of cash flows

in millions of euros

4th quarter January to December
2012 2013 2012 2013
Cash flows from operating activities:
Net income (420) 412 (30) 1,172
Result of discontinued operations - net of income tax (15) 10 (47) (2)
Adjustments to reconcile net income to net cash provided by operating activities:
Fixed assets depreciation, amortization, and impairments 382 403 1,398 1,349
Impairment of goodwill and other non-current financial assets 2 32 14 38
Net loss (gain) on sale of assets 18 (5) (141) (54)
(Income) loss from investments in associates (4) 47 5 25
Dividends received from investments in associates 8 15 6
Dividends paid to non-controlling interests (4) (7) (4) (7)
Decrease (increase) in working capital: 780 (170) 546 (1,417)
Increase in receivables and other current assets (82) (109) (191) (530)
Decrease (increase) in inventories 411 497 (32) (165)
Increase (decrease) in accounts payable, accrued and other liabilities 451 (558) 769 (722)
(Increase) decrease in non-current receivables, other assets and other liabilities (136) 3 (327) (76)
Increase (decrease) in provisions 322 49 429 (194)
Other items 123 131 224 298
Net cash provided by operating activities 1,056 905 2,082 1,138
Cash flows from investing activities:
Purchase of intangible assets (9) (32) (34) (49)
Proceeds from sale of intangible assets 160
Expenditures on development assets (95) (89) (345) (357)
Capital expenditures on property, plant and equipment (212) (181) (661) (587)
Proceeds from disposals of property, plant and equipment 13 5 425 27
Cash from (to) derivatives and current financial assets 8 (8) (46) (101)
Purchase of other non-current financial assets (4) (8) (167) (13)
Proceeds from other non-current financial assets 3 3 15
Purchase of businesses, net of cash acquired
Proceeds from sale of interests in businesses, net of cash disposed of
(8) (6) (261) (11)
Net cash used for investing activities (12)
(316)
(6)
(325)
1
(925)
79
(997)
Cash flows from financing activities:
Proceeds from (payments on) issuance of short-term debt (35) (82) 133 (285)
Principal payments on long-term debt (42) (19) (631) (186)
Proceeds from issuance of long-term debt 27 16 1,228 64
Treasury shares transactions (191) (57) (768) (562)
Dividends paid (255) (272)
Net cash used for financing activities (241) (142) (293) (1,241)
Net cash provided by (used for) continuing operations 499 438 864 (1,100)
Cash flows from discontinued operations:
Net cash provided by (used for) operating activities 107 17 (166) (159)
Net cash provided by (used for) investing activities (33) 3 40 (47)
Net cash provided by (used for) discontinued operations 74 20 (126) (206)
Net cash provided by (used for) continuing and discontinued operations 573 458 738 (1,306)
4th quarter January to December
Eect of change in exchange rates on cash and cash equivalents 29 (27) (51) (63)
Cash and cash equivalents at the beginning of the period 3,232 2,034 3,147 3,834
Cash and cash equivalents at the end of the period 3,834 2,465 3,834 2,465
Net cash paid during the period for
Pensions (120) (190) (610) (679)
Interest (29) (13) (239) (215)
Income taxes (84) (76) (359) (454)

For a number of reasons, principally the eects of translation dierences, certain items in the statements of cash flows do not correspond to the dierences between the balance sheet amounts for the respective items.

Condensed consolidated statement of changes in equity

in millions of euros

common
shares
capital
in
excess
of par
value
retained
earnings
revaluation
reserve
currency
translation
dierences
available
- for-sale
financial
assets
cash
flow
hedges
treasury
shares
at cost
total
share
holders'
equity
non
controlling
interests
total
equity
January-December 2013
Balance as of
December 31, 2012
191 1,304 10,724 54 (93) 54 20 (1,103) 11,151 34 11,185
Net income 1,169 1,169 3 1,172
Other comprehensive
income, net of tax
93 (31) (476) 1 4 (409) (409)
Total comprehensive
income
1,262 (31) (476) 1 4 760 3 763
Dividend distributed 4 402 (678) (272) (272)
Movement non-controlling
interest
(24) (24)
Cancellation of treasury
shares
(7) (780) 787
Purchase oftreasury shares (38) (631) (669) (669)
Re-issuance of treasury
shares
(36) (75) 229 118 118
Share-based
compensation plans
105 105 105
Income tax share-based
compensation plans
21 21 21
Total other equity
movements
(3) 492 (1,571) 385 (697) (24) (721)
Balance as of
December 31, 2013
188 1,796 10,415 23 (569) 55 24 (718) 11,214 13 11,227

Sectors

in millions of euros unless otherwise stated

Sales and income from operations

4th quarter
2012 2013
sales income from operations sales income from operations
as a % of sales as a % of sales
Healthcare 2,918 361 12.4 2,828 477 16.9
Consumer Lifestyle 1,385 113 8.2 1,428 174 12.2
Lighting 2,262 (88) (3.9) 2,306 124 5.4
Innovation, Group & Services 194 (562) 237 (62)
Philips Group 6,759 (176) (2.6) 6,799 713 10.5

Sales and income from operations

January to December
2012 2013
sales income from operations income from operations
as a % of sales as a % of sales
Healthcare 9,983 1,026 10.3 9,575 1,315 13.7
Consumer Lifestyle 4,319 400 9.3 4,605 429 9.3
Lighting 8,442 (66) (0.8) 8,413 489 5.8
Innovation, Group & Services 713 (712) 736 (242)
Philips Group 23,457 648 2.8 23,329 1,991 8.5

Sectors and main countries

in millions of euros

Sales, total assets and total liabilities

sales total assets total liabilities excluding debt
January to December December 31, December 31, December 31, December 31,
2012 2013 2012 2013 2012 2013
Healthcare 9,983 9,575 11,248 10,465 3,186 2,943
Consumer Lifestyle 4,319 4,605 3,280 2,832 2,075 1,571
Lighting 8,442 8,413 6,970 6,711 2,313 2,229
Innovation, Group & Services 713 736 7,540 6,044 5,761 4,340
29,038 26,052 13,335 11,083
Assets and liabilities classified as held for
sale 43 507 27 348
Philips Group 23,457 23,329 29,081 26,559 13,362 11,431

Sales and tangible and intangible assets

sales tangible and intangible assets1)
January to December December 31, December 31,
2012 2013 2012 2013
Netherlands 627 656 886 915
United States 6,824 6,442 8,007 7,384
China 2,585 2,942 1,114 1,057
Germany 1,323 1,355 271 288
Japan 1,204 1,006 537 401
France 941 915 90 80
United Kingdom 676 692 628 573
Other countries 9,277 9,321 2,105 1,848
Philips Group 23,457 23,329 13,638 12,546

1) Includes property, plant and equipment, goodwill, and intangible assets excluding goodwill

Pension costs

in millions of euros

Specification of pension costs

4th quarter
2012 2013
Netherlands other total Netherlands other total
Defined-benefit plans
Pensions
Current service cost 43 21 64 48 18 66
Past service cost (incl. curtailments) (25) (6) (31) (3) (3)
Settlements 1 1 1 1
Interest expense 19 19 16 16
Interest income (1) (1) (1) (1)
Total 17 35 52 47 32 79
of which discontinued operations 1 (2) (1) 2 2
Retiree Medical
Interest expense 3 3 2 2
Total 3 3 2 2
Defined-contribution plans
Cost 1 34 35 1 29 30
of which discontinued operations 1 1 1 1

Specification of pension costs

January to December
2012 2013
Netherlands other total Netherlands other total
Defined-benefit plans
Pensions
Current service cost 174 86 260 192 82 274
Past service cost (incl. curtailments) (25) (6) (31) (81) (81)
Settlements 1 1 32 32
Interest expense 76 76 65 65
Interest income (4) (4) (4) (4)
Total 145 157 302 188 98 286
of which discontinued operations 2 (1) 1 3 3
Retiree Medical
Current service cost 1 1 1 1
Past service cost (incl. curtailments) (25) (25)
Interest expense 12 12 10 10
Total (12) (12) 11 11
Defined-contribution plans
Cost 9 135 144 8 134 142
of which discontinued operations 1 4 5 3 3

Reconciliation of non-GAAP performance measures

in millions of euros unless otherwise stated

Certain non-GAAP financial measures are presented when discussing the Philips Group's performance. In the following tables, a reconciliation to the most directly comparable IFRS performance measure is made.

Sales growth composition

in %
4th quarter January to December
comparable
growth
currency
eects
consolidation
changes
nominal
growth
comparable
growth
currency
eects
consolidation
changes
nominal
growth
2013 versus 2012
Healthcare 4.0 (6.7) (0.4) (3.1) 0.8 (4.6) (0.3) (4.1)
Consumer Lifestyle 8.2 (5.1) 0.0 3.1 10.0 (3.4) 0.0 6.6
Lighting 8.0 (6.2) 0.1 1.9 3.2 (3.5) 0.0 (0.3)
Innovation, Group &
Services 14.9 (0.6) 7.9 22.2 (2.0) (0.5) 5.7 3.2
Philips Group 6.5 (6.0) 0.1 0.6 3.3 (3.9) 0.1 (0.5)

EBITA (or Adjusted income from operations) to Income from operations (or EBIT)

4th quarter January to December
Income from
operations
(or EBIT)
Amortization
of
intangibles1)
Impairment
of goodwill
EBITA (or
Adjusted
income from
operations)
Income from
operations
(or EBIT)
Amortization
of
intangibles1)
Impairment
of goodwill
EBITA (or
Adjusted
income from
operations)
2013
Healthcare 477 (62) (2) 541 1,315 (195) (2) 1,512
Consumer Lifestyle 174 (13) 187 429 (54) 483
Lighting 124 (68) (26) 218 489 (180) (26) 695
Innovation, Group &
Services
(62) (62) (242) (3) (239)
Philips Group 713 (143) (28) 884 1,991 (432) (28) 2,451
2012
Healthcare 361 (50) 411 1,026 (200) 1,226
Consumer Lifestyle 113 (14) 127 400 (56) 456
Lighting (88) (60) (28) (66) (194) 128
Innovation, Group &
Services
(562) (2) (560) (712) (8) (704)
Philips Group (176) (126) (50) 648 (458) 1,106

1) Excluding amortization of software and product development

Reconciliation of non-GAAP performance measures (continued)

in millions of euros

Net operating capital to total assets

Consumer
Philips Group Healthcare Lifestyle Lighting IG&S
December 31, 2013
Net operating capital (NOC) 10,238 7,437 1,261 4,462 (2,922)
Exclude liabilities comprised in NOC:
- payables/liabilities 8,453 2,541 1,275 1,672 2,965
- intercompany accounts 124 75 105 (304)
- provisions 2,554 278 221 452 1,603
Include assets not comprised in NOC:
- investments in associates 161 85 20 56
- other current financial assets 10 10
- other non-current financial assets 496 496
- deferred tax assets 1,675 1,675
- cash and cash equivalents 2,465 2,465
26,052 10,465 2,832 6,711 6,044
Assets classified as held for sale 507
Total assets 26,559
December 31, 2012
Net operating capital (NOC) 9,316 7,976 1,205 4,635 (4,500)
Exclude liabilities comprised in NOC:
- payables/liabilities 10,287 2,760 1,718 1,695 4,114
- intercompany accounts 71 42 37 (150)
- provisions 2,956 355 315 581 1,705
Include assets not comprised in NOC:
- investments in associates 177 86 22 69
- other non-current financial assets 549 549
- deferred tax assets 1,919 1,919
- cash and cash equivalents 3,834 3,834
29,038 11,248 3,280 6,970 7,540
Assets classified as held for sale 43
Total assets 29,081

Reconciliation of non-GAAP performance measures (continued)

in millions of euros

Composition of net debt to group equity

December 31, December 31,
2012 2013
Long-term debt 3,725 3,309
Short-term debt 809 592
Total debt 4,534 3,901
Cash and cash equivalents 3,834 2,465
Net debt (total debt less cash and cash equivalents) 700 1,436
Shareholders' equity 11,151 11,214
Non-controlling interests 34 13
Group equity 11,185 11,227
Net debt and group equity 11,885 12,663
Net debt divided by net debt and group equity (in %) 6 11
Group equity divided by net debt and group equity (in %) 94 89

Composition of cash flows

4th quarter January to December
2012 2013 2012 2013
Cash flows provided by operating activities 1,056 905 2,082 1,138
Cash flows used for investing activities (316) (325) (925) (997)
Cash flows before financing activities 740 580 1,157 141
Cash flows provided by operating activities 1,056 905 2,082 1,138
Net capital expenditures: (303) (297) (455) (966)
Purchase of intangible assets (9) (32) (34) (49)
Proceeds from sale of intangible assets 160
Expenditures on development assets (95) (89) (345) (357)
Capital expenditures on property, plant and equipment (212) (181) (661) (587)
Proceeds from sale of property, plant and equipment 13 5 425 27
Free cash flows 753 608 1,627 172

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