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Compagnie d'Entreprises CFE SA

Quarterly Report Aug 31, 2017

3929_rns_2017-08-31_f9a22dd1-95d0-4f69-baf4-f812beb29dfa.pdf

Quarterly Report

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Intermediary Report

As of June 30, 2017

Intermediary report of the group CFE

Table of contents

MANAGEMENT REPORT OF THE BOARD OF DIRECTORS

INTERIM CONDENSED CONSOLIDATED FINANCIAL STATEMENTS AND NOTES

DEFINITIONS

Condensed consolidated statement of income Condensed consolidated statement of comprehensive income Condensed consolidated statement of financial position Condensed consolidated statement of cash flow Condensed consolidated statement of changes in equity Notes to the interim condensed consolidated financial statements for the period ended June 30, 2017 Auditor's report

Management report of board of directors

The management report should be read together with the interim condensed consolidated financial statements of the group CFE.

The Board of Directors of CFE examined and approved the H1 2017 financial statements at its meeting on August 25, 2017.

1. Key figures in the first half of 2017

In million € 1st semester 2017 1st semester 2016 Variation
Revenue 1,455.9 1,224.5 18.9%
Self-financing capacity (EBITDA) (*) 226.0 182.2 24.0%
% of revenue 15.5% 14.9%
Operating income on activities (*) 116.3 70.5 65.0%
% of revenue 8.0% 5.8%
Operating income (EBIT) (*) 101.0 75.5 33.8%
% of revenue 6.9% 6.2%
Net income share of the group 67.8 53.0 27.9%
% of revenue 4.7% 4.3%
Net income share of the group per share (in EUR) 2.68 2.10 27.6%

(*) The definitions are included in the 'Consolidated financial statements' section of the intermediary report.

In million € 30 June 2017 31 December 2016 Variation
Equity share of the Group 1,540.8 1,521.6 1.3%
Net financial debt 275.8 213.1 29.4%
Order book 4,923.1 4,756.7 3.5%

2. Analysis by division of the activity, results and order book

Dredging, Environmental & Marine Engineering division

Key figures (*)

In million € 1st semester 2017 1st semester 2016 Variation
Revenue 1,097.7 802.1 36.8%
EBITDA (**) 195,4 185.3 5.4%
Operating income (**) 69,1 78.3 -11.7%
Net income share of the group 45,1 54.1 -16.6%

(*) Amounts restated to take account of the recognition at fair value of the identifiable assets and liabilities of DEME following the acquisition of an additional 50% of the DEME shares on 24 December 2013.

(**) The definitions are included in the 'Consolidated financial statements' section of the intermediary report.

In million € 30 June 2017 31 December 2016 Variation
Order book 3,845.0 3,800.0 1.2%
Net financial debt 232.9 155.0 50.3%

Key figures according to the economic approach

The key figures shown below are presented according to the economic approach whereby the jointly controlled companies are proportionally consolidated (accounting rules applicable before 1 January 2014).

In million €
(Excluding restatements for
DEME)
1st semester 2017 1st semester 2016 Variation
Revenue 1,102.9 803.1 37.3%
EBITDA 194.4 195.2 -0.4%
Income from operating activities 79.8 84.7 -5.8%
Net income share of the group 46.1 54.0 -14.6%
Investments 264.1 112.6 134.6%

Revenue (economic approach)

DEME's revenue amounted to €1,102.9 million (€803.1 million in the first half of 2016).

GeoSea (DEME's subsidiary specializing in complex offshore projects) reported a high level of activity, generated mainly by four major projects: Rentel, Merkur, Hohe See and Galloper.

Off the German North Sea coast, GeoSea completed the installation of the 66 monopiles for the Merkur wind farm at the beginning of July, while construction of the foundations for the Hohe See project (and its extension Albatross) has begun.

Off the Belgian coast, the 'Innovation', flagship of GeoSea's fleet, started work in July on the installation of the 42 monopiles for the Rentel wind farm. Activity during the first six months of 2017 focused on the design and manufacture of the monopiles and transition pieces.

In the UK, the Galloper project, situated 27 km off the Suffolk coast, is virtually finished: the 56 foundations have been installed, and ancillary works are nearing completion.

Business for the dredging division was not so brisk during the first half of 2017 compared with the first half of 2016, due to delays in the start-up and award of several projects in the Middle East and Asia. This situation is reflected in a lower occupancy of the fleet, which weighed on DEME's results.

During the first six months, DEME continued works on its two major projects in Singapore: the extension of Jurong Island (JIWE), and the Tuas Terminal - Phase 1 (TTP1) project. DEME also finished a port extension project at Port Louis (Mauritius) within the appointed deadline. Maintenance dredging activity was buoyant, particularly in Belgium, Germany and Africa.

Evolution of activity by business area (economic approach)

In % 1st semester 2017 1st semester 2016
Capital dredging 23% 44%
Maintenance dredging 12% 14%
Fallpipe and landfalls 6% 4%
Environment 8% 13%
Civil works 3% 3%
Marine works 48% 22%
Total 100% 100%

Evolution of activity by geographical area (economic approach)

In % 1st semester 2017 1st semester 2016
Europe (EU) 68% 50%
Europe (non-EU) 3% 2%
Africa 11% 15%
Americas 3% 7%
Asia-Pacific 12% 16%
Middle East 1% 4%
India and Pakistan 2% 6%
Total 100% 100%

EDITDA and operating income (economic approach)

As projected, the EBITDA margin, expressed as a percentage of revenue, came to 17.6%, which is close to the historical average.

Order book

DEME's order book grew by 1.2% to €3,845 million at 30 June 2017.

Several substantial orders were won during the first half of 2017:

  • In January, DEME landed several dredging contracts in India and the Maldives worth a total of around €100 million.
  • DEME also won the DBM contract for the design, construction and 15-year maintenance of the first section of the RijnlandRoute in the Netherlands. The project, which will be realized by DIMCO (DEME's subsidiary specializing in civil engineering works) and its partners, involves the construction of a 2.2 km bored tunnel, building a new 4 km road, and widening 12 km of motorway.
  • On 21 February 2017, the Hohe See EPCI contract came into effect after the financial close was reached. The contract involves the design, construction, transport and installation of the 71 monopile foundations for the Hohe See offshore wind farm, situated around 90 km north of the Borkum island in the German North Sea. At the end of June 2017, GeoSea won an additional contract for the manufacture and installation of 16 monopile foundations and a conversion module for the offshore wind farm Albatross, which adjoins the Hohe See wind farm and is built for the same customer.
  • In April, DEME's German branch landed a contract for maintenance dredging of the river Elbe. This contract was awarded for a two-year period and covers a stretch of 116 km between Hamburg and the North Sea.
  • In May, DEME won several contracts in Africa worth a total of €125 million, primarily a five-year maintenance dredging contract for the access channel to the Soyo gas terminal in Angola, and a coastal protection contract at Cotonou in Benin.

Investments

Investments in the first six months of 2017 amounted to €264.1 million according to the economic approach, a sharp rise compared with the first six months of 2016 (€112.6 million) as the investment programme was stepped up.

In February 2017, DEME confirmed an order for two additional vessels with an overall budget of around €500 million:

  • 'SPARTACUS', a cutter suction dredger with a total power of 44,180 kW; it will be the world's most powerful and most state-of-the-art vessel in its class, and will be particularly suited for dredging works on rocky beds and in the hardest types of soil, including for offshore work ('Smart Mega Cutter Suction Dredger')
  • 'ORION', a dynamic positioning crane vessel with a total power of 44,180 kW; with a lifting capacity of 5,000 tonnes up to a height of more than 50 metres, it will be deployed on offshore construction work, such as for the construction of the largest offshore wind farms, offshore services for customers in the oil and gas industry, and the dismantling of old offshore structures

The dredger 'Minerva', with a capacity of 3,500 m³, was ceremonially launched in Zeebrugge on 23 June 2017.

In July 2017, GeoSea announced it had concluded an agreement with DONG Energy and Siemens on the acquisition of the company A2SEA during the second half of 2017. The transaction is expected to be finalized very shortly, and will have an estimated impact of €170 million on DEME's net financial debt.

The company A2SEA, based in Fredericia, Denmark, and owned by DONG Energy and Siemens, has branches in Germany and the United Kingdom. In recent months, A2SEA restructured its operations, making major cutbacks in its workforce and selling off part of its fleet and its division specializing in laying subsea cables. It means that GeoSea will be acquiring a financially sound structure.

A2SEA specializes in the installation of wind towers and turbines in Western Europe. It has a workforce of around 160 highly qualified and specialized employees. At 30 June 2017, its order book was worth €141 million. A2SEA owns two vessels equipped with the latest technologies, built in 2012 and 2014 (Sea Installer and Sea Challenger).

With this acquisition, GeoSea completes its range of services by acquiring the market leader in the installation of wind towers and turbines in Europe.

Net financial debt

DEME's net financial debt amounted to €232.9 million at 30 June 2017 (€235.2 million according to the economic approach).

Despite the substantial increase in capital expenditure, the net financial debt rose by just €77.9 million during the first six months of 2017 thanks to the cash flow from operating activities and the improvement in working capital requirement.

Contracting division

Key figures

In million € 1st semester 2017 1st semester 2016 Variation
Revenue 351.2 400.5 -12.3%
Operating income (*) 14.8 7.6 94.7%
Net Income share of the group 8.8 4.1 114.6%

(*) The definitions are included in the 'Consolidated financial statements' section of the intermediary report.

In million € 30 June 2017 31 December 2016 Variation
Order book 960.6 850.5 12.9%
Net Financial debt -84.4 -92.0 -8.3%

Revenue

In million € 1st semester 2017 1st semester 2016 (*) Variation
Construction 242.9 293.5 -17.2%
Buildings, Belgium 177.9 226.6 -21.4%
Buildings, International 65.0 66.9 -2.8%
Multitechnics 74.9 76.2 -1.7%
Rail infra & Utility Networks 33.4 30.8 8.4%
Total Contracting 351.2 400.5 -12.3%

Revenue in the Contracting division amounted to €351.2 million, down 12.3% on the first half of 2016.

The drop in activity primarily affected the Belgian entities of the Construction segment: several of their large projects were completed in the second half of 2016 (more particularly the Docks shopping centre), while the new large-scale projects do not yet generate significant activity. In Flanders, the final projects that are part of the Public Private Partnership 'Schools of Tomorrow' are in the course of completion.

Activity in Luxembourg remains busy. Delivery of the real estate project 'Kons' was accepted in March 2017, while construction of the Lycée Français progressed according to schedule.

Operating income

CFE Contracting reported an operating income of €14.8 million, up 94.7% on the first six months of 2016.

All segments made a positive contribution to the division's operating income.

This positive trend is essentially attributable to the Construction segment.

In Multitechnics, VMA reported an increase in both revenue and profit, while the entities of the Rail infra & Utility Networks segment generally increased their contribution to the division's operating income.

Order book

In million € 30 June 2017 31 December 2016 Variation
Construction 737.5 648.7 13.7%
Buildings, Belgium 520.3 505.0 3.0%
Buildings, International 217.2 143.7 51.1%
Multitechnics 155.9 143.4 8.7%
Rail infra & Utility Networks 67.2 58.4 15.1%
Total Contracting 960.6 850.5 12.9%

The order book grew by 12.9% during the first six months of 2017.

Order intake was high for most entities of the division, particularly in Brussels and in Poland, where CFE Polska landed two major contracts, one in Gdansk (residential project) and the other in Zabrze, Southern Poland (extension of a shopping centre). In Luxembourg, CLE won the contract for the Naos project (mixed office/retail building).

Net cash position

The Contracting division's net cash position stood at €84.4 million (€92.0 million at 31 December 2016).

Van Laere

The boards of directors of Ackermans & van Haaren and CFE examine the combination of the activities of Van Laere group and CFE Contracting under CFE.

Van Laere group, a leading general contractor in Belgium, realised a turnover of €195 million in 2016. It is fully owned by Ackermans & van Haaren. The main entities of the Van Laere group are Algemene Aannemingen Van Laere NV, Groupe Thiran SA and Arthur Vandendorpe NV.

Even though the transaction does not fall within the scope of article 524 of the Companies Code, the board of directors of CFE decided on June 23, 2017 to appoint a committee of independent directors. The committee is composed of Ciska Servais SPRL, represented by Mrs Ciska Servais, by Pas de Mots SPRL, represented by Mrs Leen Geirnaerdt, and by Mr Philippe Delusinne. This committee will describe the nature and terms of this transaction, evaluate the pro's and con's for CFE and its shareholders and evaluate the financial consequences, to allow the board of directors of CFE to take a final decision.

The transaction could take place in the course of the fourth quarter of 2017, after the realization of a due diligence, which has started.

The interest of this transaction for CFE Contracting is twofold:

  • Strengthen its presence in Flanders and take advantage of the volume of business generated by the real estate entities of the Ackermans & van Haaren group;
  • Take advantage of economies of scale, synergies and sharing of good practices.

Real Estate division

Key figures

In million € 1st semester 2017 1st semester 2016 Variation
Revenue 7.1 7.6 -6.6%
Operating income (*) 19.3 0.5 n.s.
Net income share of the group 18.8 -0.8 n.s.

(*) The definitions are included in the 'Consolidated financial statements' section of the intermediary report.

Evolution of real estate projects (*)

In million € 30 June 2017 31 December 2016
Unsold units post completion 12 17
Properties under construction 32 35
Properties in development 71 78
Total capital employed 115 130
Net financial debt 53 88

(*) Real estate projects is the sum of the equity and net financial debt of the real estate division.

Belgium

In the Brussels area, BPI and its partners continued the marketing and construction of residential units in the projects 'Erasmus Gardens' in Anderlecht, 'Les Hauts-Prés' in Uccle, and 'Ernest The Park' in Ixelles.

In Liège, BPI and its partner will start the construction of a 12,500 m² office building near Guillemins railway station (Val Benoît site). A long-term lease has been concluded with Forem for 5,500 m² office space.

Luxembourg

BPI Luxembourg won the tender launched by the City of Differdange for the development of a mixed-use real estate complex with a total gross floor area of 25,500 m² ('Entrée de ville' project).

Work on the residential project 'Kiem' (Kirchberg-Plateau) has begun, and virtually all apartments have already been sold.

Poland

BPI Polska continued developing the projects 'Wola Libre' (Warsaw) and 'Bulwary Ksiazece' (Wroclaw). In Gdansk, the last tower block of the 'Ocean Four' project was completed in July 2017, and 98% has been sold.

Two new acquisitions were recently finalized: a building plot in Poznan on which a residential property of approximately 13,000 m² will be built, and a building plot adjoining the 'Wola Libre' project in Warsaw. The second acquisition (also a residential project) is conditional upon the decontamination of the site by the seller.

Net income share of the group

BPI reported an all-time high after tax profit, which is explained by two major transactions that were finalized during the first half of 2017:

  • The sale to an institutional investor of its stake in the 'Kons' building situated opposite Luxembourg City railway station;
  • The sale to its partner of its stake in the residential project 'Oosteroever' in Ostend, Belgium.

Holding, non-transferred activities and inter division eliminations

Key figures

In million € 1st semester 2017 1st semester 2016 Variation
Revenue -0.2 14.4 -101.4%
Operating income (*) -2.1 -10.9 -80.7%
Net income share of the group -4.9 -4.3 13.9%

(*) The definitions are included in the 'Consolidated financial statements' section of the intermediary report.

Revenue

Revenue includes €-19.5 million inter-division eliminations. Adjusted for this item, the revenue of the non-transferred activities amounted to €19.3 million (as against €29.5 million in the first half of 2016). This figure mostly represents the activity generated by the last civil engineering projects in Belgium that were not transferred to DEME in 2015. The main one is the Brussels-South wastewater treatment plant project, which is progressing according to plan.

Operating income

The division's operating income was adversely affected by an under-recovery of overhead costs, agency fees and maintenance costs of the Grand Hotel in Chad, and the negative contribution of Rent-A-Port (in Vietnam, there were no significant sales of industrial land during the first six months of 2017).

Net income share of the group

The division's net income, share of the group, amounted to €-4.9 million (€-4.3 million in the first half of 2016).

In the first half of 2016, the net result, share of the group, of the Holding division was favourably influenced by the capital gain realized on the disposal of CFE's stake in Locorail, the company operating the Liefkenshoek rail tunnel in Antwerp.

Receivables from Chad

The operational management and maintenance of the Grand Hotel were transferred in June 2017 to the hotel operator appointed by the Chadian government. The Grand Hotel was officially opened on 1 July 2017.

The receivables on Chad remain unchanged. Negotiations to refinance our receivables are progressing more slowly than expected.

3. An overview of the results

3.A.1 Condensed consolidated statement of income

Year ended at June 30
(in thousands €) 2017 2016
Revenue 1,455,872 1,224,532
Revenue from auxiliary activities 57,988 31,227
Purchases -809,501 -591,732
Wages, salaries & social charges -281,781 -291,942
Other operating charges -189,435 -189,388
Depreciations and amortization -116,844 -112,178
Goodwill Impairment 0 0
Operating income on activities 116,299 70,519
Earnings from associates and joint ventures -15,284 4,938
Operating income 101,015 75,457
Cost gross financial debt -9,427 -13,265
Other financial expenses and income -3,867 1,428
Financial result -13,294 -11,837
Result before taxes 87,721 63,620
Income tax expense -20,926 -11,373
Net income for the period 66,795 52,247
Attributable to owner of non-controlling interest 1,030 799
Net income share of the group 67,825 53,046

Condensed consolidated statement of comprehensive income

Year ended 30 June
(in thousands €)
2017 2016
Net income for the period – Share of the group 67,825 53,046
Net income for the period 66,795 52,247
Change in fair values related to the hedging instruments 7,227 -5,253
Currency translation differences -19 4,581
Deferred taxes -1,439 1,859
Other elements of the comprehensive income to be reclassified to
profit or loss in subsequent period
5,769 1,187
Remeasurement on defined benefit plans 0 0
Deferred taxes 0 0
Other elements of the comprehensive income not to be reclassified to
profit or loss in subsequent period
0 0
Total elements of the comprehensive income directly accounted in
equity
5,769 1,187
Comprehensive income 72,564 53,434
- attributable to the group 73,656 54,294
- attributable to non-controlling interests -1,092 -860
Net result share of the group per share (€) (basic and diluted) 2.68 2.10
Comprehensive income per share (€) (basic and diluted) 2.91 2.14

3.A.2 Consolidated statement of financial position

Year ended
(in thousands €)
30 June 2017 31 December 2016
Intangible assets 92,449 95,441
Goodwill 175,169 175,169
Tangible assets 1,832,355 1,683,304
Associates and joint ventures 121,544 141,355
Other non-current financial assets 151,928 153,976
Non-current derivative instruments 1,333 510
Other non-current assets 21,138 23,518
Deferred tax assets 111,636 126,944
Total non-current assets 2,507,552 2,400,217
Inventories 92,093 94,836
Trade receivables and other operating receivable 1,150,131 1,160,306
Other current assets 39,796 38,430
Current derivative instruments 8,961 2,311
Current financial assets 33 48
Assets held for sale 19,916 19,916
Cash and cash equivalents 592,953 612,155
Total current assets 1,903,883 1,928,002
Total assets 4,411,435 4,328,219
Issued capital 41,330 41,330
Share premium 800,008 800,008
Retained earnings 727,926 714,527
Defined benefits plans -19,464 -19,464
Hedging reserves -1,549 -7,337
Translation differences -7,462 -7,505
Equity – part of the group CFE 1,540,789 1,521,559
Non-controlling interests 13,334 14,918
Equity 1,554,123 1,536,477
Retirement benefit obligations and employee benefits 51,362 51,215
Provisions 35,588 43,085
Other non-current liabilities 944 5,645
Bonds 202,739 303,537
Financial debts 443,690 367,147
Non-current derivative instruments 12,838 18,475
Deferred tax liabilities 136,256 151,970
Total non-current liabilities 883,417 941,074
Current provisions 70,507 65,113
Trade & other operating payables 1,214,193 1,138,288
Income tax payable 33,930 69,398
Bonds 99,959 0
Current financial debts 122,390 154,522
Current derivative instruments 15,354 23,515
Liabilities held for sale 6,032 6,004
Other current liabilities 411,560 393,828
Total current liabilities 1,973,895 1,850,668
Total equity and liabilities 4,411,435 4,328,219

3.A.3 Condensed consolidated cash flow statement

Year ended 30 June
(in thousands €)
2017 2016 (*)
Cash flows relating to operating activities 281,205 161,458
Cash flows relating to investing activities -269,351 -114,983
Cash flows relating to financing activities -29,950 -82,533
Net increase/decrease in cash position -18,096 -36,058

(*) Amounts restated in accordance with changes in the accounting presentation related to the consolidated cash flow statement which is applied by the group since January 1st, 2017 and detailed in the note 3.2. of the intermediary report.

3.A.4 Figures per share

30 June 2017 30 June 2016
Total number of shares 25,314,482 25,314,482
Operating result after deduction of the net financial charges per
share (in €)
3.46 2.51
Net result share of the group per share (in €) 2.68 2.10

4. Information on business trends

CFE's consolidated revenue will increase significantly in 2017, albeit to a lesser degree than initially expected due to delays in the start-up and award of new projects at DEME.

Excluding potential non-recurring items, the Group's net result, share of the group, for 2017 is expected to be in line with last year.

5. Information related to the share

At 30 June 2017, CFE's share capital was divided into 25,314,482 shares.

Each share confers one vote. There has been no issue of convertible bonds or warrants. Financial institutions with which holders of financial instruments may exercise their financial rights are: BNP Paribas Fortis, Banque Degroof and ING Belgium. Banque Degroof has been appointed as the 'Main Paying Agent'.

6. Corporate governance

The general meeting of 4 May 2017 renewed the director's mandates of Luc Bertrand, John-Eric Bertrand, Piet Dejonghe, Jan Suykens, Alain Bernard and Koen Janssen for a period of four years. Luc Bertrand was reappointed as chairman of the board of directors.

The general meeting also renewed the director's mandate of Renaud Bentégeat for a period of three years. He and Piet Dejonghe were both reappointed as managing directors.

Finally, the general meeting approved the appointment of Pas de Mots SPRL, having as its permanent representative Leen Geirnaerdt, for a period of three years. Pas de Mots SPRL and its permanent representative, Leen Geirnaerdt, meet the independence criteria defined in Article 526c of the Companies Code and in the 2009 Belgian Corporate Governance Code.

Interim condensed consolidated financial statements and notes

DEFINITIONS

Capital employed Intangible assets + goodwill + property, plant and equipment + working capital requirement
Working capital requirement Inventories + trade receivables and other operating receivables + other current assets + non-current assets held
for sale - other current provisions - trade payables and other operating liabilities - tax payables - other current
liabilities
Net financial debt (NFD) Cash and cash equivalents - non-current and current bonds– non-current and current financial liabilities
Income from operating activities Turnover + revenue from auxiliary activities + purchases + wages, salaries and social charges + other
operational charges and depreciation and goodwill depreciation
Operating income (EBIT) Income from operating activities + earnings from associates and joint venture
EBITDA Income from operating activities + amortisation and depreciation + other non-cash items

CONDENSED CONSOLIDATED STATEMENT OF INCOME

For the period from January 1st to June,30th
(In thousand Euro)
Note June 2017 June 2016
Revenue
Revenue from auxiliary activities
Purchases
Remuneration and social security payments
Other operating expenses
Depreciation and amortization
Income from operating activities
6 1,455,872
57,988
(809,501)
(281,781)
(189,435)
(116,844)
116,299
1,224,532
31,227
(591,732)
(291,942)
(189,388)
(112,178)
70,519
Earnings from associates and joint venture 11 (15,284) 4,938
Operating income 101,015 75,457
Cost of gross financial debt
Other financial expenses & income
7
7
(9,427)
(3,867)
(13,265)
1,428
Net financial income/expense (13,294) (11,837)
Pre-tax income 87,721 63,620
Income tax expense 9 (20,926) (11,373)
Net income for the period 66,795 52,247
Attributable to owners of non-controlling interests 8 1,030 799
Net income share of the group 67,825 53,046
Net income of the group per share (EUR) (diluted and basic) 2.68 2.10

CONDENSED CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME

For the period from January 1st to June,30th
(In thousand Euro)
Note June 2017 June 2016
Net income share of the group
Net income for the period
67,825
66,795
53,046
52,247
Changes in fair value related to hedging instruments
Currency translation differences
Deferred taxes
Other elements of the comprehensive income to be reclassified to profit or
loss in subsequent periods
7,227
(19)
(1,439)
5,769
(5,253)
4,581
1,859
1,187
Re-measurement on defined benefit plans
Deferred taxes
Other elements of the comprehensive income not to be reclassified to profit
or loss in subsequent periods
0
0
0
0
0
0
Other elements of the comprehensive income directly accounted in equity 5,769 1,187
Comprehensive income:
- Attributable to owners of the parent
- Attributable to owners of non-controlling interests
72,564
73,656
(1,092)
53,434
54,294
(860)
Net income attributable to owners of the parent per share (EUR) (diluted and
basic)
2.91 2.14

CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION

For the period ended June 30th
(In thousand Euro)
Notes June 2017 December 2016
Intangible assets 92,449 95,441
Goodwill 175,169 175,169
Property, plant and equipment 10 1,832,355 1,683,304
Investments in associates and joint ventures 11 121,544 141,355
Other non-current financial assets 151,928 153,976
Derivative instruments – Non-current assets 16 1,333 510
Other non-current assets 21,138 23,518
Deferred tax assets 111,636 126,944
Total non-current assets 2,507,552 2,400,217
Inventories 12 92,093 94,836
Trade and other operating receivables 13 1,150,131 1,160,306
Other current assets 39,796 38,430
Derivative instruments – Current assets 16 8,961 2,311
Current financial assets 33 48
Assets held for sale 19,916 19,916
Cash and cash equivalents 17 592,953 612,155
Total current assets 1,903,883 1,928,002
Total assets 4,411,435 4,328,219
Share capital 41,330 41,330
Share premium 800,008 800,008
Retained earnings 727,926 714,527
Defined benefits pension plans (19,464) (19,464)
Hedging reserves (1,549) (7,337)
Currency translation differences (7,462) (7,505)
Equity attributable to owners of the parent 1,540,789 1,521,559
Non-controlling interests 13,334 14,918
Equity 1,554,123 1,536,477
Retirement benefit obligations and employee benefits 51,362 51,215
Provisions 14 35,588 43,085
Other non-current liabilities 944 5,645
Bonds – non-current 17 202,739 303,537
Financial liabilities 17 443,690 367,147
Derivative instruments – Non-current liabilities 16 12,838 18,475
Deferred tax liabilities 136,256 151,970
Total non-current liabilities 883,417 941,074
Current provisions 14 70,507 65,113
Trade & other operating payables 1,214,193 1,138,288
Income tax payable 33,930 69,398
Bonds - current 17 99,959
Current financial liabilities 17 122,390 154,522
Derivative instruments – Current liabilities 16 15,354 23,515
Liabilities held for sale 6,032 6,004
Other current liabilities 411,530 393,828
Total current liabilities 1,973,895 1,850,668
Total equity and liabilities 4,411,435 4,328,219

CONDENSED CONSOLIDATED STATEMENT OF CASH FLOW

For the period from January 1st to June 30th
(In thousand Euro)
Note June 2017 June 2016 (*)
Operating activities
Income from operating activities
Depreciation and amortization of intangible assets, property, plant & equipment
116,299
116,844
70,519
112,178
and investment property
Net provision expense
Impairment on current and non-current assets and other non-cash items
3,135
(10,301)
(83)
(380)
Sales of non-current assets
Dividends from associates and joint-ventures
(2,397)
6,315
(738)
7,716
Cash flow from operating activities before changes in working capital 229,895 189,212
Decrease/(increase) in trade receivables and other current and non-current
receivables
20,201 136,479
Decrease/(increase) in inventories
Increase/(decrease) in trade payables and other current and non-current payables
Income tax paid/received
Cash flow from operating activities
4,124
43,105
(16,120)
281,205
(6,751)
(134,949)
(22,533)
161,458
Investing activities
Sales of non-current assets
Purchases of non-current assets
Change in percentage held in associates
Capital increase in investments in associates
Sale of subsidiaries
Loans granted
5
5
4,654
(267,774)
0
(2,015)
0
(4,216)
1,876
(109,296)
0
(6,300)
0
(1,263)
Cash flow from investing activities (269,351) (114,983)
Financing activities
Interests paid
Interests received
Other financial expenses and income
Borrowings
Reimbursements of borrowings
Dividends paid
(17,877)
6,970
(9,065)
78,672
(34,224)
(54,426)
(22,833)
5,086
(9,994)
64,886
(58,924)
(60,754)
Cash flow from financing activities (29,950) (82,533)
Net Increase/(decrease) in cash position
Cash and cash equivalents at start of the year
Exchange rate effects
Cash and cash equivalents at end of period
(18,096)
612,155
(1,106)
592,953
(36,058)
491,952
(1,338)
454,556

(*) Amounts restated in accordance with changes in the accounting presentation of the consolidated cashflow statement which is applied within the Group since January 1st, 2017 (note 3.2.).

Purchases and sales of subsidiaries net of cash acquired do not include entities that are not a business combination (segment real estate). They are not considered as investment operations and are directly reflected in cash flows from operating activities.

CONDENSED CONSOLIDATED STATEMENT OF CHANGES IN EQUITY

For the year ended June 30, 2017

(thousand Euro) Share Capital Share premium Retained earnings Defined benefits
pension plans
Hedging reserves Currency Translation
differences
Equity attributable to
owners of the parent
Non-controlling
interests
Total
----------------- --------------- --------------- ------------------- ----------------------------------- ------------------ ------------------------------------- ------------------------------------------------ ------------------------------ -------
December 2016 41,330 800,008 714,527 (19,464) (7,337) (7,505) 1,521,559 14,918 1,536,477
Comprehensive
income for the
period
67,825 5,788 43 73,656 (1,092) 72,564
Dividends paid to
shareholders
Dividends from
non-controlling
interests
Other movements
(54,426) (54,426) (592)
100
(54,426)
(592)
100
June 2017 41,330 800,008 727,926 (19,464) (1,549) (7,462) 1,540,789 13,334 1,554,123

For the year ended June 30, 2016

(thousand Euro) Share Capital Share premium Retained earnings Defined benefits
pension plans
Hedging reserves Currency Translation
differences
Equity attributable to
owners of the parent
Non-controlling
interests
Total
----------------- --------------- --------------- ------------------- ----------------------------------- ------------------ ------------------------------------- ------------------------------------------------ ------------------------------ -------
December 2015 41,330 800,008 607,012 (7,448) (10,710) (6,915) 1,423,277 11,123 1,434,400
Comprehensive
income for the
period
53,046 (3,394) 4,642 54,294 (860) 53,434
Dividends paid to
shareholders
Dividends from
non-controlling
interests
Other movements
(60,755)
(141)
(60,755)
(141)
(819)
483
(60,755)
(819)
342
June 2016 41,330 800,008 599,162 (7,448) (14,104) (2,273) 1,416,675 9,927 1,426,602

CAPITAL AND RESERVES

The share capital on June 30, 2017 is represented by 25,314,482 ordinary shares. These shares are without any nominal value. The shareholders of ordinary shares have the right to receive dividends and the right of one vote per share at the General Shareholders' Meeting.

On February 23, 2017 the Board of Directors proposed a dividend of 54,426 thousand Euro, corresponding to 2.15 Euro gross per share. The proposal has been approved by the General Shareholders Meeting on May 4, 2017. The dividend has been paid.

The basic income per share is the same as the diluted income per share due to the absence of potential dilutive ordinary shares in circulation.

It is calculated as follows :

NET RESULT PER SHARE
(In thousand Euro) 2017 2016
Net income attributable to shareholders 67,825 53,046
Comprehensive income attributable to owners of the parent 73,656 54,294
Number of ordinary shares at closing date 25,314,482 25,314,482
Basic (diluted) income by share in Euro 2.68 2.10
Comprehensive income attributable to owners of parent by share in Euro 2.91 2.14

NOTES TO THE INTERIM CONDENSED CONSOLIDATED FINANCIAL STATEMENTS FOR THE EXERCISE ENDED AT JUNE 30, 2017

1. GENERAL POLICIES

2. CONSOLIDATION METHODS

  • 2.1. SCOPE OF CONSOLIDATION
  • 2.2. INTRAGROUP TRANSACTIONS
  • 2.3. TRANSLATION OF THE FINANCIAL STATEMENTS OF FOREIGN COMPANIES AND ESTABLISHMENT.
  • 2.4. FOREIGN CURRENCIES TRANSACTIONS

3. RULES AND EVALUATION METHODS

  • 3.1. RECOURSE TO ESTIMATES
  • 3.2. CHANGES IN THE PRESENTATION OF THE CASHFLOW STATEMENT

4. SEGMENT REPORTING

  • 4.1 CONDENSED CONSOLIDATED STATEMENT OF INCOME HIGHLIGHTS
  • 4.2 CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION
  • 4.3. CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS
  • 4.4. OTHER INFORMATION
  • 4.5. GEOGRAPHICAL SECTOR

5. ACQUISITIONS AND DISPOSALS OF SUBSIDIARIES

  • 6. REVENUE FROM AUXILIARY ACTIVITIES
  • 7. NET FINANCIAL INCOME/EXPENSE
  • 8. NON-CONTROLLING INTERESTS
  • 9. INCOME TAX

10. PROPERTY, PLANT & EQUIPMENT

11. INVESTMENTS IN ASSOCIATES AND JOINT VENTURE

12. INVENTORIES

13. TRADE AND OTHER RECEIVABLES

14. PROVISIONS OTHER THAN THOSE RELATING TO RETIREMENT BENEFIT OBLIGATIONS AND NON- CURRENT EMPLOYEE BENEFITS

15. CONTINGENT ASSETS AND LIABILITIES

16. FINANCIAL INSTRUMENTS

17. NET FINANCIAL DEBT

  • 17.1. THE NET FINANCIAL DEBT
  • 17.2. DEBT MATURITY SCHEDULE
  • 17.3. CREDIT FACILITIES AND LONG TERM BANK LOANS
  • 17.4. FINANCIAL COVENANTS

18. FINANCIAL RISK MANAGEMENT

  • 18.1. INTEREST RATE RISK
  • 18.2. LONG TERM FINANCIAL DEBTS BY CURRENCY
  • 18.3. BOOK VALUE AND FAIR VALUE BY ACCOUNTING CATEGORY

19. OTHER COMMITMENTS GIVEN

20. OTHER COMMITMENTS RECEIVED

21. LITIGATION

  • 22. RELATED PARTIES
  • 23. SUBSEQUENT EVENTS
  • 24. IMPACT OF FOREIGN CURRENCIES
  • 25. RESEARCH AND DEVELOPMENT
  • 26. SEASONAL NATURE OF THE BUSINESS
  • 27. STATUTORY AUDITORS REPORT

Preamble

The Board of Directors authorized the issue of the interim condensed consolidated financial statements on August 25, 2017.

MAIN TRANSACTIONS FOR THE FIRST SIX MONTHS OF 2017 AND THE FIRST SIX MONTHS OF 2016 WITH EFFECT ON THE SCOPE OF THE GROUP CFE

TRANSACTIONS FOR THE FIRST SIX MONTHS OF 2017

1. Dredging and environment segment

In the first half year 2017, DEME acquired a 50% stake in the company K3 DEME which is consolidated under the equity method.

2. Contracting segment

On April 26th, 2017 CFE Group, through its subsidiary CFE Contracting SA, acquired a 100% stake in the newly created company CFE Senegal SASU which is fully consolidated.

3. Real estate segment

On June 29th, 2017 CFE Group, through its subsidiary BPI SA, acquired a 50% stake in the newly created company Ernest 11 SA which is integrated based on the equity method.

In the first half year 2017, BPI Luxembourg SA sold its stake in the company Pef Kons Investment SA (33,33%) which was integrated based on the equity method.

In the first half year 2017, BPI SA sold its stake in the companies Rederij Marleen BVBA, Rederij Ishtar BVBA and Oosteroever NV (50%) which were integrated based on the equity method.

4. Holding and non-transferred activities

Nihil.

TRANSACTIONS FOR THE FIRST SIX MONTHS OF 2016

1. Dredging and environment segment

During the first half year 2016, DEME acquired :

  • ‐ A 100% stake in the newly created companies GeoSea Infra Solutions GMBH, DEME Concessions Wind BV and DEME Concessions Merkur BV which are fully consolidated;
  • ‐ A 49.94% stake in the newly created company Blue Open NV which is integrated under the equity method;
  • ‐ A 37.45% stake in the newly created company Top Wallonie SA which is integrated under the equity method;
  • ‐ A 25.47% stake in the newly created company Blue Gate Antwerp Development BV which is integrated under the equity method;
  • ‐ A 17.5% stake in the newly created company Kriegers Flak APS which is integrated under the equity method;
  • ‐ A 12.48% stake in the newly created company La Vélorie which is integrated under the equity method;

Moreover, the companies Geka Bouw BV and CFE Nederland BV, which are 100% held by DEME Group have been merged and renamed "Dimco BV".

2. Contracting segment

On June 29, 2016 CFE Group, through its subsidiary CFE Contracting, increased its stake in Groep Terryn NV from 77.5% to 100%. Groep Terryn remains fully integrated.

3. Real estate segment

On April 7, 2016 CFE Group, through its subsidiary BPI, acquired a 100% stake in BPI Barska sp z.o.o. which is fully integrated.

On May 20, 2016 CFE Group, through its subsidiary BPI, increased its stake in Foncière Sterpenich from 50% to 100%. This entity is now fully integrated.

On June 30, 2016 the company Sogesmaint Luxembourg, 100% held by Sogesmaint SA was sold.

The companies C.I.W. and P.R.N.E., 100% held by BPI Luxembourg were dissolved.

The company Immomax, a 47% subsidiary of BPI, bought 100% of the shares in Immomax II where 47% were bought from CFE Polska and 53% from a third party. Immomax II remains integrated under the equity method.

4. Holding and non-transferred activities

On June 29, 2016 CFE SA sold its 25% stake in Locorail NV.

ACCOUNTING PRINCIPLES AND EVALUATION METHOD

1. GENERAL POLICIES

IFRS AS ADOPTED BY THE EUROPEAN UNION

The retained accounting principles are the same that the principles used for the yearly consolidated financial statement at December 31, 2016.

STANDARDS AND INTERPRETATIONS APPLICABLE FOR THE ANNUAL PERIOD BEGINNING ON JANUARY 1ST, 2017

  • Improvements to IFRS (2014-2016): Amendments to IFRS 12 (applicable for annual periods beginning on or after 1 January 2017, but not yet endorsed in the EU)
  • Amendments to IAS 7 Statement of Cash Flows Disclosure Initiative (applicable for annual periods beginning on or after 1 January 2017, but not yet endorsed in the EU)
  • Amendments to IAS 12 Income Taxes Recognition of Deferred Tax Assets for Unrealised Losses (applicable for annual periods beginning on or after 1 January 2017, but not yet endorsed in the EU)

STANDARDS AND INTERPRETATIONS PUBLISHED, BUT NOT YET APPLICABLE FOR THE ANNUAL PERIOD BEGINNING ON JANUARY 1ST, 2017

The Company decided not to anticipate the application standards and interpretations here below that are not mandatory on June 30, 2017:

  • Improvements to IFRS (2014-2016): Amendments to IFRS 1 and IAS 28 (applicable for annual periods beginning on or after 1 January 2018, but not yet endorsed in the EU)
  • IFRS 9 Financial Instruments and subsequent amendments (applicable for annual periods beginning on or after 1 January 2018)
  • IFRS 14 Regulatory Deferral Accounts (applicable for annual periods beginning on or after 1 January 2016, but not yet endorsed in the EU)
  • IFRS 15 Revenue from Contracts with Customers (applicable for annual periods beginning on or after 1 January 2018)
  • IFRS 16 Leases (applicable for annual periods beginning on or after 1 January 2019, but not yet endorsed in the EU)
  • IFRS 17 Insurance contracts (applicable for annual periods beginning on or after 1 January 2021, but not yet endorsed in the EU)
  • Amendments to IFRS 2 Classification and Measurement of Share-based Payment Transactions (applicable for annual periods beginning on or after 1 January 2018, but not yet endorsed in the EU)
  • Amendments to IFRS 4 Insurance Contracts Applying IFRS 9 Financial Instruments with IFRS 4 (applicable for annual periods beginning on or after 1 January 2018, but not yet endorsed in the EU)
  • Amendments to IFRS 10 and IAS 28 Sale or Contribution of Assets between an Investor and its Associate or Joint Venture (the effective date has been deferred indefinitely, and therefore the endorsement in the EU has been postponed)
  • Amendments to IAS 40 Transfers of Investment Property (applicable for annual periods beginning on or after 1 January 2018, but not yet endorsed in the EU)
  • IFRIC 22 Foreign Currency Transactions and Advance Consideration (applicable for annual periods beginning on or after 1 January 2018, but not yet endorsed in the EU)
  • IFRIC 23 Uncertainty over to income tax treatment (applicable for annual periods beginning on or after 1 January 2019, but not yet endorsed in the EU)

The potential impacts of these standards and interpretations on the group's consolidated financial statements are being determined. The group does not expect any material changes resulting from the application of the standards and interpretations except for IFRS 15 and IFRS 16.

The IASB published a new standard IFRS 15 Revenue from contracts with customers. This standard will replace IAS 18 Revenue and IAS 11 Construction contracts. This new standard defines how and when a company applying IFRS standards should recognise revenues from its activities. An additional explanatory disclosure will have to be provided. Consequently, the recognition of revenue from contracts with customers will be ruled by one standard based on a five-step model. The rule will be applicable from January 1st, 2018.

To determine the impact of the implementation of the standard, the ongoing contracts will be analysed to identify the performance obligations as defined by IFRS 15. The accounting of revenues from these contracts will be assessed for each performance obligations.

Although the financial impact from the implementation of IFRS 15 will only be valued after the financial closing of the year 2017, the Group expects that revenue recognition can still be based on the principle of the percentage of completion. Timing of revenue recognition could however differ for some contracts for which the unbundling in several performance obligations is required by IFRS 15. In addition, the Group also analyses the impact of the application of IFRS 15 on the accounting treatment for costs supported during the precontractual stages.

IFRS 16 Leases was published in January 2016. This standard, not yet endorsed in EU, defines how a company applying IFRS will account, measure and disclose leases in financial statements. The standard requires from the lessee to account in the statement of financial position all assets and liabilities related to leases with a duration higher than 12 months, except for leased assets having a very low value.

The application of IFRS 16 will lead to:

  • an increase of assets and liabilities with the present value of future lease payments;
  • an increase of the net financial debt, and
  • an increase of the EBITDA as a consequence of the presentation of the expenses from leases as "depreciations and amortisations" and as financial "expenses" instead of in operating expenses.

Furthermore, the Group doesn't expect any major accounting changes as consequences from the application of IFRS 9 Financial Instruments on January 1st, 2018.

2. CONSOLIDATION METHODS

2.1. SCOPE OF CONSOLIDATION

Companies in which the Group holds, whether directly or indirectly, the majority of voting rights enabling control to be exercised, are fully consolidated. Companies over which the Group exercises a joint control with others shareholders are integrated under equity method. This mainly concerns Rent-A-Port and some companies in the segments Dredging and environment and real estate. Companies over which the Group exercises a significant influence are integrated under equity method. This mainly concerns PPP Schulen Eupen SA, Van Maerlant Property I SA & II SPRL, Van Maerlant Residential SA, Erasmus Gardens SA, Immoange SA, Immo PA 33 SA, Ernest 11 SA, Victor Estates and C-Power NV, Rentel NV and Otary NV in DEME Group.

Evolution of the consolidation scope

Number of entities June 2017 December 2016
Full consolidation
Equity method
174
120
171
122
Total 294 293

2.2. INTRAGROUP TRANSACTIONS

Reciprocal operations and transactions relating to assets and liabilities and income and expenses between companies that are consolidated are eliminated in the consolidated financial statements. This is done:

  • ‐ for the full amount if the transaction is between two controlled subsidiaries; and
  • ‐ applying the percentage owned of a company accounted for under the equity method with respect to internal profits or losses between a fully consolidated company and a company accounted for under the equity method.

2.3. TRANSLATION OF THE FINANCIAL STATEMENTS OF FOREIGN COMPANIES AND ESTABLISHMENT.

In main cases, the functional currency of companies and establishments correspond to the currency of the related country.

Financial statements of foreign companies whereas the functional currency is different from the consolidated accounts reporting currency of the group are translated at the closing rate for the balance sheet elements, and at the average rate of the period for the results elements. Exchange differences are recorded in "translation differences" in the consolidated reserves.

Goodwill related to foreign companies is considered to be included in the acquired assets and liabilities and is therefore translated at the closing rate.

2.4. FOREIGN CURRENCIES TRANSACTIONS

Foreign currencies transactions are converted into Euro using the conversion rate at the date of the operation. At closing period, the financial assets and monetary liabilities denominated in foreign currencies are converted into Euro at the exchange closing rate of the period. The exchange losses and gains coming from these operations are recognized in the section "exchange result" and are presented in other financial revenues and other financial expenses in the income statement.

The exchange gains and losses on loans denominated in foreign currencies or on exchange derivative instruments used for hedging investments in foreign subsidiaries are recorded under translation differences in equity.

3. RULES AND EVALUATION METHODS

3.1. RECOURSE TO ESTIMATES

The preparation of financial statements under IFRS requires estimates to be used and assumptions to be made that affect the amounts shown in those financial statements, particularly with regards the following items:

  • the period over which non-current assets are depreciated or amortized;
  • the measurement of provisions and pension obligations;
  • the measurement of income or losses on construction contracts using the percentage of completion method;
  • estimates used in impairment tests;
  • the measurement of financial instruments at fair value;
  • the assessment of control;
  • the qualification of a company acquisition as a business combination or as an acquisition of assets; and
  • the qualification, when a partnership enters into force, of the Joint Arrangement into a joint venture or a joint operation.

These estimates assume the operation is a going concern and are based on the information available at the time. Estimates may be revised if the circumstances on which they were based alter or if new information becomes available. Actual results may be different from these estimates.

3.2. CHANGES IN THE PRESENTATION OF THE CASHFLOW STATEMENT

The Group decided to modify the presentation of the consolidated cashflow statement in accordance with IFRS 7 Cashflow Statement. In addition to the general presentation of the cashflow statement, the changes lead to a different classification of cashflows related to financial income and expenses. These are mainly related to the corporate financing of CFE SA and DEME NV and to the financing of the vessels for the dredging activities. As of January 1st, 2017 CFE classifies them in cashflow from financing activities and no longer in cashflows from operating activities.

The consolidated cashflow statement on June 30th, 2016 was adapted has follows;

June 2016,
published
Interests paid/received
and other financial
income and expenses
June 2016,
After
restatement
Cash flows from operating activities 133.719 27.739 161.458
Cash flows from investing activities (114.983) 0 (114.983)
Cash flows from financing activities (54.794) (27.739) (82.533)
Net Increase/(Decrease) in cash position (36.058) 0 (36.058)

4. SEGMENT REPORTING

Segment reporting is presented in respect of the group's operating segments. Segment profits, losses, assets and liabilities include items that can be attributed directly to a segment or allocated on a reasonable basis.

CFE Group is made of four operating segments, which are :

- Dredging & Environment

The Dredging & Environment division – through DEME – operates in dredging (investment dredging and maintenance dredging), the treatment of polluted earth, installation of offshore wind turbines and sludge, and marine civil engineering.

- Contracting

The construction activities reported in the Contracting Segment include :

  • ‐ buildings (offices, industrial buildings, housing, renovation and refurbishment work) in Belgium, Luxemburg, Poland and Tunisia;
  • ‐ electricity projects in the service sector (offices, hospitals, car parks etc.) in Belgium and Luxemburg;
  • ‐ installation of overhead contact lines and rail signalling in Belgium.

- Real Estate

The Real Estate segment develops real estate projects in Belgium, Luxemburg and Poland.

- Holding and non-transferred activities

Besides the usual holding activities, this segment includes:

‐ the participations in Rent-A-Port NV, Green Offshore NV and in two Design Build Finance and Maintenance contracts in Belgium. ‐ the contracting activities non-transferred to CFE Contracting SA and DEME including a number of civil engineering projects in Belgium and building projects in Africa (except Tunisia) and in central Europe (except Poland).

4.1 CONDENSED CONSOLIDATED STATEMENT OF INCOME HIGHLIGHTS

At June 30 Revenue Income from operating activities Operating income (EBIT) Financial income
2017 2016 2017 %Turnover 2016 %Turnover 2017 %Turnover 2016 %Turnover 2017 2016
Dredging and
environment
1,097,715 802,069 85,135 7.76% 79,361 9.89% 72,339 6.59% 81,402 10.15% (12,822) (20,790)
Correction DEME (2,734) (2,638) (3,223) (3,127) 2,109 3,515
Contracting 351,202 400,490 14,819 4.22% 7,609 1.90% 14,819 4.22% 7,609 1.90% (45) (331)
Real Estate 7,140 7,592 20,106 281.60% (390) (5.14%) 19,252 269.64% 518 6.82% (363) (1,290)
Holding & non
transferred activities
19,312 29,514 (1,295) (13,548) (2,440) (11,070) (2,173) 7,059
Eliminations between
segments
(19,497) (15,133) 268 125 268 125
Total consolidated 1,455,872 1,224,532 116,299 7.99% 70,519 5.76% 101,015 6.94% 75,457 6.16% (13,294) (11,837)
At June 30 Taxes Net income of the group Non-cash items EBITDA
2017 2016 2017 %Turnover 2016 %Turnover 2017 2016 2017 %Turnover 2016 %Turnover
Dredging and environment (14,417) (7,051) 46,130 4.20% 54,009 6.73% 110,265 105,944 195,400 17.80% 185,305 23.10%
Correction DEME 110 (335) (1,004) 53 2,734 2,638
Contracting (5,929) (3,597) 8,845 2.52% 4,068 1.02% (3,904) 5,028 10,915 3.11% 12,637 3.16%
Real Estate (91) (33) 18,798 263.28% (805) (10.60%) 4,188 1,429 24,294 340.26% 1,039 13.69%
Holding & non-transferred
activities
(528) (324) (5,141) (4,371) (3,605) (3,324) (4,900) (16,872)
Eliminations between segments (71) (33) 197 92 268 125
Total consolidated (20,926) (11,373) 67,825 4.66% 53,046 4.33% 109,678 111,715 225,977 15.52% 182,234 14.88%

4.2 CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION

At June 30th, 2017 Dredging and
environment
Contracting Real Estate Holding & non
transferred
Eliminations
between
Total
consolidated
(thousand euro) activities segments
ASSETS
Goodwill 155,960 19,209 0 0 0 175,169
Property, plant and equipment 1,796,866 34,393 465 631 0 1,832,355
Non-current loans to consolidated
group companies
0 0 0 20,000 (20,000) 0
Other non-current financial assets 93,503 104 35,853 22,468 0 151,928
Other non-current assets 294,155 4,429 31,558 1,264,038 (1,246,080) 348,100
Inventories 14,969 18,211 59,049 1,465 (1,601) 92,093
Cash and cash equivalents 519,533 48,043 4,222 21,155 0 592,953
Internal cash position - cash pooling
- assets
0 47,718 0 24,214 (71,932) 0
Other current assets 808,900 244,840 47,573 135,200 (17,676) 1,218,837
Total assets 3,683,886 416,947 178,720 1,489,171 (1,357,289) 4,411,435
EQUITY AND LIABILITIES
Equity 1,463,798 70,172 61,545 1,206,040 (1,247,432) 1,554,123
Non-current borrowings from
consolidated group companies
0 0 20,000 0 (20,000) 0
Bonds – non-current 202,739 0 0 0 0 202,739
Non-current financial liabilities 428,876 9,814 0 5,000 0 443,690
Other non-current liabilities 193,451 12,023 5,108 26,655 (250) 236,987
Bonds – current 0 0 0 99,959 0 99,959
Current financial liabilities 120,824 1,566 0 0 0 122,390
Internal cash position - cash pooling
- liabilities
0 0 37,230 34,702 (71,932) 0
Other current liabilities 1,274,198 323,372 54,837 116,815 (17,675) 1,751,547
Total equity and liabilities 3,683,886 416,947 178,720 1,489,171 (1,357,289) 4,411,435
At December 31st, 2016
(thousand euro)
Dredging and
environment
Contracting Real Estate Holding & non
transferred
activities
Eliminations
between
segments
Total
consolidated
ASSETS
Goodwill 155,960 19,209 0 0 0 175,169
Property, plant and equipment 1,648,984 33,409 224 687 0 1,683,304
Non-current loans to consolidated
group companies
0 0 0 20,000 (20,000) 0
Other non-current financial assets 98,860 160 32,913 22,043 0 153,976
Other non-current assets 318,519 4,586 44,424 1,266,368 (1,246,129) 387,768
Inventories 25,261 15,855 53,645 1,676 (1,601) 94,836
Cash and cash equivalents 527,733 43,481 5,574 35,367 0 612,155
Internal cash position - cash pooling
- assets
0 61,005 0 60,714 (121,719) 0
Other current assets 790,584 253,355 54,552 154,630 (32,110) 1,221,011
Total assets 3,565,901 431,060 191,332 1,561,485 (1,421,559) 4,328,219
EQUITY AND LIABILITIES
Equity 1,470,050 66,869 42,745 1,204,291 (1,247,478) 1,536,477
Non-current borrowings from
consolidated group companies
0 0 20,000 0 (20,000) 0
Bonds 203,578 0 0 99,959 0 303,537
Non-current financial liabilities 327,193 9,916 38 30,000 0 367,147
Other non-current liabilities 214,909 12,472 14,792 28,467 (250) 270,390
Current financial liabilities 151,947 2,575 0 0 0 154,522
Internal cash position - cash pooling
- liabilities
0 0 73,185 48,582 (121,767) 0
Other current liabilities 1,198,224 339,228 40,572 150,186 (32,064) 1,696,146
Total equity and liabilities 3,565,901 431,060 191,332 1,561,485 (1,421,559) 4,328,219

4.3. CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS

At June 30th, 2017
(In thousand Euro)
Dredging &
environment
Contracting Real Estate Holding, non
transferred activities
and eliminations
Total
consolidated
Cash flow from operating activities
before changes in working capital
196,519 8,672 29,674 (4,970) 229,895
Cash flow from operating activities 259,796 17,288 4,262 (141) 281,205
Cash flow from investing activities (264,362) (2,038) (2,362) (589) (269,351)
Cash flow from financing activities (1,534) (11,438) (3,456) (13,522) (29,950)
Net increase/(decrease) of cash (6,100) 3,812 (1,556) (14,252) (18,096)
At June 30th, 2016 (*)
(In thousand Euro)
Dredging &
environment
Contracting Real Estate Holding, non
transferred activities
and eliminations
Total
consolidated
Cash flow from operating activities
before changes in working capital
185,814 14,873 6,893 (18,368) 189,212
Cash flow from operating activities 142,849 11,566 2,448 4,595 161,458
Cash flow from investing activities (112,493) (3,422) 1,497 (565) (114,983)
Cash flow from financing activities (38,270) 3,610 (4,928) (42,945) (82,533)

(*) Amounts restated in accordance with changes in the accounting presentation related to the consolidated cashflow statement which is applied within the Group since January 1st, 2017 (note 3.2.).

Net increase/(decrease) of cash (7,914) 11,754 (983) (38,915) (36,058)

Cash flows from financing activities include cash pooling loans and borrowing with other segments. A positive amount means a use of liquidities in the cash pooling. This section is also influenced by external financing, especially and primarily in the segments Dredging and environment, Real Estate, Holding and non-transferred activities. The dredging and environment segment is not part of the cash pooling of the group CFE.

4.4. OTHER INFORMATION

At June 30th, 2017
(In thousand Euro)
Dredging &
environment
Contracting Real
Estate
Holding & non
transferred
activities
Total
consolidated
Amortizations
Investments
(112,988)
261,214
(3,651)
5,485
(91)
350
(114)
583
(116,844)
267,632
At June 30th, 2016 Dredging &
environment
Contracting Real
Estate
Holding & non
transferred
Total
consolidated
(In thousand Euro) activities
Amortizations
Investments
(108,582)
108,904
(3,824)
4,006
(57)
161
285
16
(112,178)
113,087

The investments include the acquisitions done for the purpose of the group investments and the acquisitions done by the segments Real Estate and PPP-concessions for their operational activities. Acquisitions through business combinations are not disclosed in those amounts.

REVENUE BREAKDOWN GENERATED BY THE DREDGING DIVISION

(In thousand Euro) June 2017 June 2016
Capital dredging 259,115 356,584
Environmental contracting 81,740 103,791
Fall pipe and landfalls 65,858 32,804
Maintenance dredging 136,001 112,260
Marine works 523,416 173,272
Civil works 31,585 23,358
Total 1,097,715 802,069

REVENUE BREAKDOWN GENERATED BY THE CONTRACTING DIVISION

(In thousand Euro) June 2017 June 2016
Construction
Multitechnics
Railway
242,864
74,897
33,441
293,468
76,246
30,776
Total 351,202 400,490

4.5. GEOGRAPHICAL SECTOR

REVENUE OF CFE GROUP AT JUNE 30
(In thousand Euro) June 2017 June 2016
Belgium 509,289 464,304
Other Europe 611,772 344,382
Middle East 7,109 34,215
Asia 135,180 170,216
Oceania 17,914 10,471
Africa 136,044 141,399
Americas 38,564 59,545
Total consolidated 1,455,872 1,224,532

5. ACQUISITIONS AND DISPOSALS OF SUBSIDIARIES

ACQUISITIONS AS OF JUNE 30, 2017

Nihil.

DISPOSALS AS OF JUNE 30, 2017

Nihil.

Acquisitions and disposals of subsidiaries in the Real Estate division are not business combinations. Therefore, the consideration paid is allocated to the land and buildings in stock. The main acquisitions and sales which occur in the real estate division are described here above in the preamble.

COMPREHENSIVE INCOME

6. REVENUE FROM AUXILIARY ACTIVITIES

Revenues from auxiliary activities amount to 57,988 thousand Euro (June 2016 : 31,227 thousand Euro) and include gains on disposals of property, plant and equipment for 2,838 thousand Euro (June 2016: 783 thousand Euro), as well as rent income, recharges of costs and other compensation for 21,823 thousand Euro (June 2016 : 30,444 thousand Euro), and the income from the sale of subsidiaries within the real estate segment for an amount of 33.327 thousands euro which are classified as operational activities.

7. NET FINANCIAL INCOME/EXPENSE

As of June 30
(in thousand Euro) 2017 2016
Cost of financial debt (9,427) (13,265)
Derivative instruments - fair value adjustments through profit and loss 0 183
Derivative instruments used as hedging instruments 0 0
Assets measured at fair value 0 0
Available-for-sale financial instruments 0 0
Assets and liabilities at amortized cost - income from availabilities 3,642 5,249
Assets and liabilities at amortized cost - interest charges (13,069) (18,697)
Other financial income and expense (3,867) 1,428
Realized / unrealized translation gains/(losses) (5,491) (8,834)
Dividends received from non-consolidated companies 3,330 64
Impairment of financial assets 0 0
Other (1,706) 10,198
Financial result (13,294) (11,837)

The evolution of the exchange gain/(loss) realized/not realized in the first half year of 2017 compared to the same period in 2016 is mostly explained by the valuation of the Euro against other foreign currencies in DEME.

The evolution of the caption "Other" is mainly due to the capital gain related to the sale of CFE's participation in the company Locorail NV in 2016 (8,723 thousand Euro).

8. NON-CONTROLLING INTERESTS

As of June 30, 2017 the part of non-controlling interests in the result amounts to 1,030 thousand Euro (June 2016 : 799 thousand Euro).

9. INCOME TAX

The tax expense amounts to 20,926 thousand Euro for the first half year 2017 (June 2016 : 11,373 thousand Euro). The effective tax rate amounts to 20.32% (June 2016 : 19.38%). The effective tax rate is defined as the income tax expense over the pre-tax income from which the earnings from associates and joint ventures are deducted.

STATEMENT OF FINANCIAL POSITION

10. PROPERTY, PLANT & EQUIPMENT

As of June 30, 2017
(In thousand Euro)
Land &
buildings
Installations
&
equipments
Furniture &
fittings
Under
construction
Total
Acquisition cost
Balance at the end of the previous period 130,770 3,022,471 60,273 129,115 3,342,629
Effect of foreign currency fluctuations (175) (3,623) (264) 2 (4,060)
Acquisitions 1,829 55,769 2,641 203,191 263,430
Transfers from one asset to another 153 1,612 11 (1,849) (73)
Disposals (1,957) (16,277) (1,828) (686) (20,748)
Acquisitions through business
combinations
Balance at the end of the year 130,620 3,059,952 60,833 329,773 3,581,178
Depreciations & impairment
Balance at the end of the previous period (58,215) (1,551,879) (49,231) 0 (1,659,325)
Effect of foreign currency fluctuations 128 1,677 152 0 1,957
Depreciations (2,327) (105,460) (2,244) 0 (110,031)
Transfers from one asset to another (478) 490 61 0 73
Disposals 1,720 14,975 1,808 0 18,503
Acquisitions through business -
combinations
0 0 0 0 0
Balance at the end of the period (59,172) (1,640,197) (49,454) 0 (1,748,823)
Net carrying amount
At January 1st, 2017
At June 30, 2017
72,555
71,448
1,470,592
1,419,755
11,042
11,379
129,115
329,773
1,683,304
1,832,355

The net carrying amount of tangible assets amounts to 1,832,355 thousand Euro on June 30, 2017 (December 31, 2016: 1,683,304 thousand Euro).

On June 30, 2017, the acquisitions of tangible assets amount to 263,430 thousand Euro, and are mainly related to DEME (257,710 thousand Euro).

The net value of the fixed assets held in leasing amounts to 67,659 thousand Euro (December 31 2016: 121,664 thousand Euro). Those contracts relate mainly to the vessels held by DEME, the building of the subsidiaries Louis Stevens & Co NV and Engema, the trucks of the subsidiary Benelmat and the equipment of Compagnie Tunisienne d'Entreprises. The huge decrease in the net value of fixed assets held in leasings is mainly explained by the vessel jack-up Thor for which the finance lease was reimbursed during the first half year 2017.

The amount of property, plant, and equipment constituting a guarantee for some borrowing amounts to 202,338 thousand Euro (December 31, 2016 : 290,395 thousand Euro).

In 2015, DEME had started building six new vessels for a total amount of € 500 million. Furthermore, DEME confirmed in 2017 an order for two additional vessels, Spartacus and Orion, with an overall additional budget of about € 500 million.

As of June 30, 2016
(In thousand Euro)
Land &
buildings
Installations
&
equipments
Furniture &
fittings
Under
construction
Total
Acquisition cost
Balance at the end of the previous period 113,239 3,070,912 58,355 90,422 3,332,928
Effect of foreign currency fluctuations (382) (799) (526) 55 (1,652)
Acquisitions 4,169 74,644 1,530 31,025 111,368
Transfers from one asset to another 12,994 17,984 (180) (28,096) 2,702
Disposals (1,690) (10,359) (1,437) (9) (13,495)
Acquisitions through business
combinations
0 (5) (1) 0 (6)
Balance at the end of the year 128,330 3,152,377 57,741 93,397 3,431,845
Depreciations & impairment
Balance at the end of the previous period (54,244) (1,503,845) (47,160) 0 (1,605,249)
Effect of foreign currency fluctuations 308 1,042 391 0 1,741
Depreciations (1,478) (106,011) (2,462) 0 (109,951)
Transfers from one asset to another (2,924) 51 173 0 (2,700)
Disposals 1,261 9,694 1,394 0 12,349
Acquisitions through business -
combinations
0 4 1 0 5
Balance at the end of the period (57,077) (1,599,065) (47,663) 0 (1,703,805)
Net carrying amount
At January 1st, 2016
At June 30, 2016
58,995
71,253
1,567,067
1,553,312
11,195
10,078
90,422
93,397
1,727,679
1,728,040

11. INVESTMENTS IN ASSOCIATES AND JOINT VENTURE

On June 30, 2017 investments in associates amount to 121,544 thousand Euro (December 2016: 141,355 thousand Euro) in the statement of financial position. The decrease is mainly explained by the earnings from associates and joint ventures which amounts to (15,284) thousand Euro (June 2016: 4,938 thousand Euro).

12. INVENTORIES

On June 30, 2017 the inventories amount to 92,093 thousand Euro (December 2016: 94,836 thousand Euro) and are detailed as follows:

(In thousand Euro) June 30, 2017 December 31, 2016
Raw materials and consumables
Raw material and consumables (impairment losses)
Finished products and goods purchased for resale
Finished products (impairment losses)
56,791
(131)
37,866
(2,433)
57,038
(141)
40,655
(2,716)
Inventories 92,093 94,836

13. TRADE AND OTHER RECEIVABLES

On June 30, 2017, the trade and other receivables amount to 1,150,131 thousand Euro (December 2016: 1,160,306 thousand Euro). The decrease during the 1st half year 2017 is mainly due to DEME's activities.

In order to reduce the current risk, the group CFE monitors regularly its outstanding clients and adapts its position towards them. Regarding this matter, it should be noted that CFE is involved in two projects in Chad. It consists of the construction of the "Grand Hôtel" and of the building for the Ministry of Finance. The "Grand Hôtel" operational maintenance and management were transferred in June 2017 to the operator appointed by the Chadian government while the official opening took place on July 1st, 2017.

Negotiations regarding the financing of the receivables are progressing at a slower pace than expected. The exposure to this country remains unchanged at €60 million.

14. PROVISIONS OTHER THAN THOSE RELATING TO RETIREMENT BENEFIT OBLIGATIONS AND NON- CURRENT EMPLOYEE BENEFITS

On June 30, 2017 these provisions amount 106,095 thousand Euro, which represents a decrease of 2,103 thousand Euro compared to the end of December 2016 (108,198 thousand Euro).

(In thousand Euro) After - sale
service
Other current
risks
Negative
equity method
Other non
current risks
Total
Balance at the end of the previous period 15,464 49,649 24,444 18,641 108,198
Effect of foreign currency fluctuations (13) 202 0 0 189
Actualization effect 0 0 0 0 0
Transfer from one category to another 0 1,354 (6,636) 0 (5,282)
Provisions recognized 1,202 12,228 0 358 13,788
Provisions used (987) (8,592) 0 (1,219) (10,798)
Provisions reversed 0 0 0 0 0
Closing balance 15,666 54,841 17,808 17,780 106,095
of which
current:
non-current:
70,507 thousand Euro
35,588 thousand Euro

The provision for after-sale service increased by 202 thousand Euro to reach 15,666 thousand Euro on June 30, 2017.

The provision for other current risks increased by 5,192 thousand Euro and amounts to 54,841 thousand Euro at June 30, 2017. This category includes :

  • ‐ provisions for customer claims (12,774 thousand Euro), for social litigation (1,122 thousand Euro), for remaining work to be completed (124 thousand Euro) and provisions for other risks (18,174 thousand Euro). Since negotiations with customers are still in progress, we cannot give more information about the considered assumptions, nor on the time of the probable cash outflow.
  • ‐ provisions for losses at completion (22,647 thousand Euro) are recognised when the expected economic benefits of certain contracts are lower than the inevitable costs attendant on compliance with obligations under those contracts. Provisions for losses at completion are used up when the related contracts are performed.

Provisions for other non-current liabilities include provisions for liabilities not directly related to site operations in progress.

If the share of CFE group in the economic losses of associates and joint ventures exceeds the carrying amount of investment, the carrying amount is limited to zero. Losses higher than the carrying amount are not recognised, except for the amount of commitments of CFE as regards to some of those associates and joint ventures. The amounts of those commitments are accounted as non-current provisions to the extent that the group considers it has an obligation to support those subsidiaries and their projects.

15. CONTINGENT ASSETS AND LIABILITIES

Based on available information at the date on which the financial statements were approved by the Board of Directors, we are not aware of any contingent assets or liabilities, with the exception of contingent assets or liabilities related to construction contracts (for example, the group's claims against customers or claims by subcontractors) that can be described as normal in the construction and the dredging sector and which are treated by applying the percentage-of-completion method during the recognition of revenue.

16. FINANCIAL INSTRUMENTS

CFE group uses derivatives financial instruments mainly in order to reduce the risks linked to unfavourable movements of interests rates, exchange rate, price of commodities and other market risks. The company does not hold or does not sell any financial instruments for trading purposes. However, derivatives which are not eligible to be considered as hedging instruments are disclosed as financial instruments held for trading.

On June 30, 2017 the derivative financial instruments have been estimated at their fair values.

17. NET FINANCIAL DEBT

17.1. THE NET FINANCIAL DEBT

30/06/2017 31/12/2016
(In thousand Euro) Non-current Current Total Non-current Current Total
Bank loans and other financial debt (390,942) (111,914) (502,856) (286,181) (102,529) (388,710)
Bonds (202,739) (99,959) (302,698) (303,537) 0 (303,537)
Drawings on credit facilities (5,000) 0 (5,000) (30,000) 0 (30,000)
Borrowings under finance leases (47,748) (7,642) (55,390) (50,966) (48,108) (99,074)
Total long-term financial debt (646,429) (219,515) (865,944) (670,684) (150,637) (821,321)
Short-term financial debt (2,834) (2,834) (3,885) (3,885)
Cash equivalents 8,636 8,636 10,409 10,409
Cash 584,317 584,317 601,746 601,746
Net short-term financial debt/(cash) 590,119 590,119 608,270 608,270
Total net financial debt (646,429) 370,604 (275,825) (670,684) 457,633 (213,051)
Derivative instruments used as
interest-rate hedges
(6,087) (3,740) (9,827) (8,539) (4,917) (13,456)

17.2. DEBT MATURITY SCHEDULE

Less than 1
year
Between 1
and 2 years
Between 2
and 3 years
Between 3
and 5 years
Between 5
and 10 years
More
than 10
Total
(In thousand Euro) years
Bank loans and other financial debt (111,914) (96,781) (73,175) (138,260) (82,726) 0 (502,856)
Bonds (101,711) (200,987) 0 0 0 0 (302,698)
Drawings on credit facilities 0 (5,000) 0 0 0 0 (5,000)
Borrowings under finance leases (7,793) (5,683) (5,750) (12,800) (20,650) (2,714) (55,390)
Total long-term financial debt (221,418) (308,451) (78,925) (151,060) (103,376) (2,714) (865,944)
Short-term financial debt (2,834) 0 0 0 0 0 (2,834)
Cash equivalents 8,636 0 0 0 0 0 8,636
Cash 584,317 0 0 0 0 0 584,317
Net short-term financial debt 590,119 0 0 0 0 0 590,119
Change in net financial debt 368,701 (308,451) (78,925) (151,060) (103,376) (2,714) (275,825)

17.3. CREDIT FACILITIES AND LONG TERM BANK LOANS

At June 30th, 2017 the CFE group had confirmed long-term bank credit facilities of € 115 million, which are not drawn at the end of June 2017 (31 December 2016: € 115 million). In addition, CFE Group draw € 5 million on not confirmed long-term bank credit facilities.

DEME has confirmed short-term bank credit facilities of € 95 million which are not drawn at June 30th 2017 (31 December 2016: € 95 million). Moreover, DEME also has confirmed long-term credit facilities of € 240 million (31 December 2016: € 425 million), which are not drawn at June 30th 2017, intended to finance the development of its fleet.

On June 2012, 21st CFE issued 100 million Euro of bond maturing on June 21st, 2018 and paying a coupon of 4.75%. On February 14th, 2013 DEME issued 200 million Euro of bond maturing on February 14th, 2019 and paying a coupon of 4.145%.

Bank loans and other financial debts mainly concern DEME and loans relating to real-estate projects and are without recourse against CFE.

17.4. FINANCIAL COVENANTS

Bilateral loans are subject to specific covenants that take into account factors such as financial debt and the ratio of debt to equity or non-current assets, as well as cash flow. The group complied with all these covenants.

18. FINANCIAL RISK MANAGEMENT

18.1. INTEREST RATE RISK

The policy and the risk management procedures defined by the group are the same as the one's declared in the 2016 annual report.

Fixed rate Floating rate Total
Type of debts Amounts Quota Rate Amounts Quota Rate Amounts Quota Rate
Bank loans and
other financial
debts
1,316 0.37% 1.34% 501,540 98.70% 0.71% 502,856 58.07% 0.72%
Bonds 302,698 84.60% 4.34% 0 0.00% 0.00% 302,698 34.96% 4.34%
Credit line used 0 0.00% 0.00% 5,000 0.98% 1.30% 5,000 0.58% 1.30%
Loans related to
finance lease
53,794 15.03% 1.09% 1,596 0.32% 4.06% 55,390 6.40% 1.17%
Total 357,808 100.00% 3.84% 508,136 100.00% 0.73% 865,944 100.00% 2.02%

Effective average interest rate before considering derivative products

Effective average interest rate after considering floating derivative products

Fixed rate Floating rate Floating rate capped + inflation Total
Type of debts Amounts Quota Rate Amounts Quota Rate Amounts Quota Rate Amounts Quota Rate
Bank loans and other
financial debts
502,854 58.52% 1.00% 2 0.03% 1.00% 0 0.00% 0.00% 502,856 58.06% 1.00%
Bonds 302,698 35.22% 4.34% 0 0.00% 0.00% 0 0.00% 0.00% 302,698 34.96% 4.34%
Credit line used 0 0.00% 0.00% 5,000 75.78% 1.30% 0 0.00% 0.00% 5,000 0.58% 1.30%
Loans related to
finance lease
53,794 6.26% 1.02% 1,596 24.19% 3.96% 0 0.00% 0.00% 55,390 6.40% 1.11%
Total 859,346 100.00% 2.18% 6,598 100.00% 1.94% 0 0.00% 0.00% 865,944 100.00% 2.18%

18.2. LONG TERM FINANCIAL DEBTS BY CURRENCY

The outstanding debts by currency are:

(In thousand Euro) June 2017 December 2016
Euro 865,944 821,321
US Dollar 0 0
Other currencies 0 0
Total long term debts 865,944 821,321

18.3. BOOK VALUE AND FAIR VALUE BY ACCOUNTING CATEGORY

June 30, 2017 Financial Derivatives Financial Loans and Total of Fair value Fair value
(In € thousands) instruments designated as instruments trade carrying measurements of the class
not designated hedging available for receivables at amount of financial
as hedging instruments sales amortised assets by level
instruments costs
Non-current financial assets 1,333 6,349 145,576 153,258 153,258
Investments (1) 6,349 6,349 Level 2 6,349
Financial loans and receivables (1) 145,576 145,576 Level 2 145,576
Interest rate derivatives – cash flow 1,333 1,333 Level 2 1,333
hedges
Current financial assets 8,961 1,743,083 1,752,044 1,752,044
Interest rate derivatives – non-hedge
Trade and other receivables 1,150,131 1,150,131 Level 2 1,150,131
Cash management financial assets 8,961 8,961 Level 2 8,961
Cash equivalents (2) 8,636 8,636 Level 2 8,636
Cash at bank and in hand (2) 584,316 584,316 Level 2 584,316
Total assets 10,294 6,349 1,888,659 1,905,302 1,905,302
Non-current financial debts 12,837 646,429 659,266 676,398
Bonds 202,739 202,739 Level 1 210,486
Financial debts 443,690 443,690 Level 2 453,075
Interest rate derivatives – cash flow 12,837 12,837 Level 2 12,837
hedges
Current financial liabilities 11,628 3,726 1,436,542 1,451,896 1,461,890
Interest rate derivatives – highly probable (28) (28) Level 2 (28)
projected cash flow hedges
Interest rate derivatives – cash flow 3,754 3,754 Level 2 3,754
hedges
Exchange rate derivatives – non-cash flow 345 345 Level 2 345
hedges
Other derivatives instruments – non 11,283 11,283 Level 2 11,283
hedge
Trade payables and other operating debts 1,214,193 1,214,193 Level 2 1,214,193
Bonds 99,959 99,959 Level 1 103,457
Financial debts 122,390 122,390 Level 2 128,886
Total liabilities 11,628 16,563 2,082,971 2,111,162 2,138,288
Non-current financial assets
510
6,046
147,930
154,486
154,486
Investments (1)
6,046
6,046
Level 2
6,046
Financial loans and receivables (1)
147,930
147,930
Level 2
147,930
Interest rate derivatives – cash flow
510
510
Level 2
510
hedges
Current financial assets
2,311
1,722,461
1,774,772
1,774,772
Interest rate derivatives – non-hedge
Trade and other receivables
1,160,306
1,160,306
Level 2
1,160,306
Cash management financial assets
2,311
Level 2
2,311
2,311
Cash equivalents (2)
10,409
10,409
Level 2
10,409
Cash at bank and in hand (2)
601,746
601,746
Level 2
601,746
Total assets
2,821
6,046
1,920,391
1,929,258
1,929,258
Non-current financial debts
18,475
670,684
689,159
712,121
Bonds
303,537
303,537
Level 1
314,777
Financial debts
367,147
367,147
Level 2
378,869
Interest rate derivatives – cash flow
18,475
18,475
Level 2
18,475
hedges
Current financial liabilities
18,585
4,930
1,292,810
1,316,325
1,317,431
Interest rate derivatives – highly
14
14
Level 2
14
probable projected cash flow hedges
Interest rate derivatives – cash flow
4,916
4,916
Level 2
4,916
hedges
Exchange rate derivatives – non-cash
10,313
Level 2
10,313
10,313
flow hedges
Other derivatives instruments – non
8,272
8,272
Level 2
8,272
hedge
Trade payables and other operating
1,138,288
1,138,288
Level 2
1,138,288
debts
Bonds
Financial debts
154,522
154,522
Level 2
155,628
Total liabilities
18,585
23,405
1,963,494
2,005,484
2,029,552
December, 31 2016
(In € thousands)
Financial
instruments
not
designated as
hedging
instruments
Derivatives
designated as
hedging
instruments
Financial
instruments
available for
sales
Loans and trade
receivables at
amortized costs
Total of
carrying
amount
Fair value
measurements
of financial
assets by
level
Fair value
of the class

(1) Included in items "Other non-current financial assets" and "Other noncurrent assets".

(2) Included in item "Cash and cash equivalents".

The fair value of financial instruments can be classified into three levels based on the degree to which the inputs to the fair value measurements are observable:

  • ‐ Fair value measurements of level 1 are based on quoted prices (unadjusted) in active markets for identical assets or liabilities;
  • ‐ Fair value measurements of level 2 are based on inputs, other than quoted prices included within level 1, that are observable for the asset or liability, either directly (through prices) or indirectly (through input derived from prices);
  • ‐ Fair value measurements of level 3 are based on valuation techniques comprising inputs which are unobservable for the asset or liability.

The fair value of financial instruments has been determined using the following methods :

  • ‐ For short-term financial instrument, such as trade receivables and payables, the fair value is considered not to be significantly different from the carrying amount measured at amortised cost;
  • ‐ For floating rate liabilities, the fair value is considered not to be significantly different from the carrying amount measured at amortised cost;
  • ‐ For derivative financial instruments (foreign currency, interest rate or forecasted cash flows), the fair value is determined using valuation models discounting future cash flows based on futures interest rate curves, foreign currency curves or other forward prices;
  • ‐ For the other derivative instruments, the fair value is determined by discounting future estimated cash flows;
  • ‐ For the quoted bonds issued by CFE and DEME, the fair value is based on the quoted price at reporting date.
  • ‐ For fixed rate liabilities, the fair value is based on the discounted cash flows based on the market interests rates at the closing date.

19. OTHER COMMITMENTS GIVEN

The total amount of commitments granted other than guarantees for the period ended June 30th, 2017 is 1,037,814 thousand Euro (December 2016: 1,119,534 thousand Euro) and is detailed by nature as follows:

(In thousand Euro)
June 2017 December 2016
Performance guarantees and performance bonds (a) 867,213 856,445
Bid bonds (b) 14,051 36,175
Repayment of advance payments (c) 15,000 16,812
Retentions (d) 15,627 16,782
Deferred payments to subcontractors and suppliers (e) 53,327 82,451
Other commitments given - including 38,927 thousand Euro of corporate guarantees at 72,596 110,869
DEME
Total 1,037,814 1,119,534

a) Guarantees given in relation to the performance of works contracts. If the construction entity fails to perform, the bank (or insurance company) undertakes to compensate the customer to the extent of the guarantee.

b) Guarantees provided as part of tenders relating to work contracts.

c) Guarantees provided by a bank to a customer guaranteeing the repayment of advance payments in relation to contracts (mainly at DEME).

d) Security provided by a bank to a client to replace the use of retention money.

e) Guarantee covering the settlement of a liability to a supplier or subcontractor.

20. OTHER COMMITMENTS RECEIVED

(In thousand Euro) June 2017 December 2016
Performance guarantees and performance bonds
Other commitments received
316,584
2,100
145,112
2,825
Total 318,684 147,937

21. LITIGATION

The CFE group has a number of claims that we qualify as normal for the construction and the dredging industry. In most of the cases, the group CFE expects to conclude a transactional convention with the counterparty, which substantially reduces the number of procedures. Currently, negotiations are on-going regarding some receivables. At the moment, it is not possible to assess the potential asset.

22. RELATED PARTIES

  • Ackermans & van Haaren (AvH) owns 15,289,521 shares of CFE at the end of June 2017, being therefore the main shareholder of the CFE group with a stake of 60.40%.
  • Dredging Environmental and Marine Engineering NV and CFE SA concluded a service contract with Ackermans & van Haaren NV on 26 December 2001. The amounts due by Dredging Environmental and Marine Engineering NV, 100% subsidiary of CFE SA, and CFE SA in accordance with this contract amounts respectively to 1,130 thousand euro and 150 thousand euro each year.
  • There were no transactions with the Managing Directors other than relating to remuneration. There are no transactions with the companies Trorema SPRL, Frédéric Claes SA, 8822 SPRL, D2C Partners and Artist Valley SA, without prejudice to the remuneration of executives representing these companies. Loans were granted to some members of the steering committee of CFE Contracting SA and of BPI in the frame of the stock options granted to these members.
  • At June 30, 2017 CFE has a joint control on Rent-A-Port NV, Green Offshore NV and their subsidiaries.
  • The transactions with related parties concern mainly the operations with the entities in which CFE has a significant influence or a joint control. The transactions between related parties are executed at arm's length;
  • In the first half year of 2017, there was no significant variation in the nature of transactions with related parties compared to December 31, 2016. The trade transactions or financial transactions between the group and the joint ventures integrated under equity method are as follows:
(In thousand Euro) June 30, 2017 December 31, 2016
Assets with related parties 488,368 429,373
Non-current financial assets 150,331 152,629
Trade receivables and other operating trades 319,237 249,703
Other current assets 18,800 27,041
Liabilities with related parties 89,047 83,187
Other non-current liabilities 695 4,905
Trade payables and other operating trades 88,352 78,282
(In thousand Euro) June 30, 2017 June 30, 2016
Expenses and incomes with related parties 318,386 85,602
Turnover and incomes from auxiliary activities 322,004 90,715
Purchases and other operating expenses (9,069) (4,881)
Expenses and financial incomes 5,451 (232)

23. SUBSEQUENT EVENTS

In July 2017, GeoSea, 100% subsidiary of DEME NV, signed an agreement with DONG Energy and Siemens which involves the sale of all shares in A2SEA to GeoSea. A2SEA is active in Europa in the installation of offshore windmills. The transaction should be finalized during the second half year 2017. The estimated impact on DEME's net financial debt amounts to € 170 million.

24. IMPACT OF FOREIGN CURRENCIES

The international activities of the group CFE for the contracting and real estate segments are mainly within the Euro zone. Consequently, the exposure to exchange risk and the impact on financial statements are limited. However, the dredging and environment segment realize a large part of its business internationally. These activities are mainly in US Dollars or in currencies strictly related to the US Dollar. DEME uses financial instruments to hedge exchange rate risk.

25. RESEARCH AND DEVELOPMENT

For DEME, the research and development relate to the improvement of the efficiency of the maritime-equipment. This company also lead a program in partnership with Belgian universities and the Flemish Region in order to develop the production of eco-friendly energy in the maritimeenvironment.

26. SEASONAL NATURE OF THE BUSINESS

The activity of construction is seasonal and depends on the climatic conditions of the winter.

Turnover and results achieved in the first half year cannot be extrapolated over the full year. The seasonal effect on the business is reflected in a higher use of cash in the first half year.

No adjustments were made to take account of the impact of seasonal factors on the group's financial statements for the first half year.

Income and expenses of the group from normal business operations which are subject to a seasonal, cyclical or occasional nature were recognized following the same valuation as at year end. They were therefore neither anticipated nor deferred in the interim financial statements.

27. STATUTORY AUDITORS REPORT

To the board of directors

In the context of our appointment as the company's statutory auditor, we report to you on the consolidated interim financial information. This consolidated interim financial information comprises the consolidated condensed statement of financial position as at 30 June 2017, the consolidated condensed income statement, the consolidated condensed statement of comprehensive income, the consolidated condensed statement of changes in equity and the consolidated condensed statement of cash flows for the period of six months then ended, as well as selective notes 1 to 26.

Report on the consolidated interim financial information

We have reviewed the consolidated interim financial information of Compagnie d'Entreprises CFE SA ("the company") and its subsidiaries (jointly "the group"), prepared in accordance with International Accounting Standard (IAS) 34, "Interim Financial Reporting" as adopted by the European Union.

The consolidated condensed statement of financial position shows total assets of 4,411,435 (000) EUR and the consolidated condensed income statement shows a consolidated profit (group share) for the period then ended of 67,825 (000) EUR.

The board of directors of the company is responsible for the preparation and fair presentation of the consolidated interim financial information in accordance with IAS 34, "Interim Financial Reporting" as adopted by the European Union. Our responsibility is to express a conclusion on this consolidated interim financial information based on our review.

Scope of review

We conducted our review of the consolidated interim financial information in accordance with International Standard on Review Engagements (ISRE) 2410, "Review of interim financial information performed by the independent auditor of the entity". A review of interim financial information consists of making inquiries, primarily of persons responsible for financial and accounting matters, and applying analytical and other review procedures. A review is substantially less in scope than an audit performed in accordance with the International Standards on Auditing (ISA) and consequently does not enable us to obtain assurance that we would become aware of all significant matters that might be identified in an audit. Accordingly, we do not express an audit opinion on the consolidated interim financial information.

Conclusion

Based on our review, nothing has come to our attention that causes us to believe that the consolidated interim financial information of Compagnie d'Entreprises CFE SA has not been prepared, in all material respects, in accordance with IAS 34, "Interim Financial Reporting" as adopted by the European Union.

Emphasis of matter

Without modifying the conclusion expressed above, we draw your attention to the Note 13 of the consolidated interim financial information which describes the uncertainties regarding the amount due by the State of Chad and the undertaken actions in order to facilitate its payment.

Zaventem, 25 August 2017

The statutory auditors

__ BV o.v.v.e. CVBA / SC s.f.d. SCRL BV o.v.v.e. CVBA / SC s.f.d. SCRL Represented by Michel Denayer Represented by Rik Neckebroeck

DELOITTE Bedrijfsrevisoren / Reviseurs d'Entreprises DELOITTE Bedrijfsrevisoren / Reviseurs d'Entreprises

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