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Afarak Group

Annual / Quarterly Financial Statement Dec 31, 2012

3302_er_2012-12-31_44fc4441-bfc6-4c30-848e-e191e5fb4054.pdf

Annual / Quarterly Financial Statement

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RUUKKI GROUP PLC: FINANCIAL STATEMENTS REVIEW FOR 1 JANUARY–31 DECEMBER 2012

This Financial Statements Review is prepared in accordance with the IAS 34 standard and is unaudited. All the figures in this Financial Statements Review related to the house building, pallet and sawmill businesses are categorised as discontinued operations. All the corresponding comparable figures of 2011 are presented in brackets, unless otherwise explicitly stated.

SALES

Sales from processing:

Tonnes Q4/12 Q4/11 FY2012 FY2011
Processing, Speciality Alloys 4,545 5,615 27,324 24,292
Processing, FerroAlloys 5,469 16,036 39,125 82,663
Processing, Total 10,014 21,650 66,449 106,955

Full Year (January–December) 2012

The Group's sales from processing, which includes all the products produced at the Mogale Alloys and EWW processing plants, were 66,449 (FY/2011: 106,955) tonnes in 2012, a decrease of 37.9% compared to the equivalent period in 2011. Full year sales were impacted by Group's decision to restrict its production in South African processing plant and to participate in Eskom's electricity buyback program.

Fourth Quarter (October–December) 2012

The Group's sales from processing, which includes all the products produced at the Mogale Alloys and EWW processing plants, were 10,014 (Q4/2011: 21,650) tonnes, a decrease of 53.7% compared to the equivalent period in 2011. In light of the weak demand, the Group adjusted its production and built up its finished product inventory to preserve sales prices and margins.

RUUKKI GROUP'S FINANCIAL PERFORMANCE

EUR million Q4/12 Q4/11 Change FY2012 FY2011 Change
Revenue 24.3 37.3 -35.0% 130.4 159.1 -18.0%
EBITDA 7.3 -1.1 12.2 1.4 765.9%
EBITDA margin 30.0% -2.9% 9.3% 0.9%
EBIT 1.1 -8.0 -14.6 -26.5
EBIT margin 4.4% -21.3% -11.2% -16.6%
Profit for discontinued
operations
0.0 -5.8 0.0 41.1
Profit -6,3 -10.7 -16.8 22.7

REVENUE AND PROFITABILITY

Discontinued operations include the house building, pallet and sawmill businesses which were divested in 2011.

Full Year (January–December) 2012

Revenue for the full year 2012 decreased by 18.0% to EUR 130.4 (159.1) million. The decrease in revenue, compared to the equivalent period in 2011, was mainly attributable to the decision to participate in Eskom's electricity buyback program in first half of 2012 and in fourth quarter of 2012.

EBITDA for the full year was EUR 12.2 (1.4) million and profit for the period was EUR -16.8 (22.7) million. The increase in EBITDA was mainly due to decreased project related costs, EUR 0.0 (-6.2) million and decrease in Group's headquarter costs, EUR -5.2 (-8.5) million.

The full year earnings per share was EUR -0.06 (0.10).

Fourth Quarter (October–December) 2012

Revenue for the fourth quarter 2012 decreased by 35.0% to EUR 24.3 (37.3) million compared to the equivalent period in 2011. The decrease in revenue was mainly attributable to the decision to participate in Eskom electricity buyback program in South Africa. Even though revenue was down compared to equivalent period in 2011, the Company was still able to improve its EBITDA. Increase in EBITDA was mainly attributable to improved profitability margin in the FerroAlloys segment, reduction of environmental liabilities EUR 2.1 (0.6) and through decreased expenses in Group functions. EBITDA for the fourth quarter 2012 was EUR 7.3 (-1.1) million.

Earnings per share was EUR -0.03 (-0.04).

BALANCE SHEET, CASH FLOW AND FINANCING

The Group's liquidity, as at 31 December 2012, was EUR 14.8 (65.9) (30 September 2012: 40.4) million. Operating cash flow in the fourth quarter was EUR -6.1 (5.0) million and in the full year EUR 5.8 (-2.4) million. Ruukki's gearing at the end of the fourth quarter was -0.4% (8.1%) (30 September 2012: 12.8%). Net interest-bearing debt was EUR -0.9 (19.6) (30 September 2012: 29.2) million.

One of the Group's South African subsidiaries, Mogale Alloys, has drawn down a loan from a South African bank for the principle amount of EUR 2.7 million. The loan agreement includes financial covenants some of which were breached during the fourth quarter of 2012. Based on initial discussions with the bank, the Company remains confident that the bank will not request the pay-back of the loan prior to its maturity date in April 2015 despite the breach.

Total assets on 31 December 2012 were EUR 312.5 (421.8) (30 September 2012: 379.1) million. The equity ratio was 68.9% (57.0%) (30 September 2012: 60.3%).

INVESTMENTS, ACQUISITIONS AND DIVESTMENTS

Capital expenditure for the fourth quarter 2012 totalled EUR 1.8 (1.2) million and in the full year 2012 EUR 6.0 (4.5) million and related to opening of Mecklenburg mine, sustaining capital expenditure at the Speciality Alloys segment as well as to some environmental improvements at the European processing plant.

On 18 April 2012 Ruukki announced that it has signed an agreement with Kermas Limited ("Kermas") for the acquisition of Elektrowerk-Weisweiler GmbH ("EWW"). In addition Ruukki and Kermas agreed to terminate the profit and loss sharing arrangement in relation to Türk Maadin Sirketi and RCS Limited ("RCS") and certain other arrangements which were entered into in October 2008. EWW is a critical component in Ruukki's Speciality Alloys segment and was operating under a long-term tolling agreement between EWW and RCS. Ruukki has incorporated EWW's financial statements in its consolidated financial statements since November 2008. The transactions were completed after the approval by the Company's independent shareholders at the Annual General Meeting on 10 May 2012 and a total cash consideration of EUR 25.3 million was paid.

PERSONNEL

At the end of the fourth quarter 2012, Ruukki had 743 (797) employees. The average number of employees during the fourth quarter of 2012 was 743 (801).

Number of employees by segment:

31.12.2012 31.12.2011 Change
Speciality Alloys 423 442 -4.3%
FerroAlloys 310 345 -10.1%
Other operations 10 10 0.0%
Continuing operations total 743 797 -6.8%

SAFETY, HEALTH AND SUSTAINABLE DEVELOPMENT

The Group's target is to introduce standardised health, safety and environmental policies and procedures

across the Group's operations and continue its programme focused on pro-active safety and environmental measurements as part of its aim to achieve "Zero Harm". This standardisation process is on-going and is expected to be finalised during 2013.

Ruukki aims to conduct its business in a sustainable way and to preserve the environment by minimising the environmental impact of its operations. Ruukki has programmes in place to monitor and address its impact on the environment.

SEGMENT PERFORMANCE

SPECIALITY ALLOYS BUSINESS

The Speciality Alloys business consists of TMS, the mining and beneficiation operation in Turkey, and EWW, the chromite concentrate processing plant in Germany. TMS supplies EWW with high quality chromite concentrate which produces speciality products including Specialised Low Carbon and Ultra Low Carbon Ferrochrome. Excess chrome ore from TMS is exported. As at 31 December 2012, the business had 423 (442) employees.

Production:

Tonnes Q4/12 Q4/11 Change FY2012 FY2011 Change
Mining* 16,049 19,566 -18.0% 72,098 82,154 -12.2%
Processing 5,739 6,571 -12.7% 25,129 25,908 -3.0%

* Including both chromite concentrate and lumpy ore production

Production decreased to 21,788 (26,137) tonnes for the fourth quarter 2012, compared to the equivalent period in 2011. This was due to a decision to reduce work shifts in the last quarter in order to better respond to reduced demand in the market. The annual production decreased by 10.0% to 97,228 (108,062) tonnes which was mainly due to prolonged maintenances shutdown at EWW in the third quarter and reduced work shifts in the last quarter of 2012.

EUR million Q4/12 Q4/11 Change FY2012 FY2011 Change
Revenue 15.0 20.5 -26.7% 76.5 83.6 -8.6%
EBITDA 1.2 3.3 -62.5% 10.7 13.8 -22.5%
EBITDA margin 8.1% 15.9% 14.0% 16.5%
EBIT -3.3 -1.1 -6.9 -3.8
EBIT margin -21.7% -5.2% -9.1% -4.6%

Full Year (January–December) 2012

Revenue for the full year 2012 was EUR 76.5 (83.6) million, representing a decrease of 8.6% and EBITDA was EUR 10.7 (13.8) million. The decrease in revenue and EBITDA was due to lower sales volumes throughout the year and decreased sales prices in the last quarter of 2012.

Fourth Quarter (October–December) 2012

Revenue for the fourth quarter decreased by 26.7% to EUR 15.0 (20.5) million and EBITDA decreased by 62.5% to EUR 1.2 (3.3) million compared to the equivalent period in 2011. The decrease in revenue was due to lower sales volumes and decreased sales prices.

FERROALLOYS BUSINESS

The FerroAlloys business consists of the Stellite mine, the processing plant Mogale Alloys, the Mecklenburg mine development project in South Africa, and the Zimbabwean mine development project Waylox. The business produces chrome ore, Charge Chrome and Silico Manganese for sale to global markets. As at 31 December 2012, the business had 310 (345) employees.

Production:

Tonnes Q4/12 Q4/11 Change FY2012 FY2011 Change
Mining* 24,185 45,792 -47.2% 140,346 159,455 -12.0%
Processing 14,356 14,974 -4.1% 50,522 86,445 -41.6%
* Including both chromite concentrate and lumpy ore production

Overall production for the segment decreased by 36.6% to 38,541 (60,766) tonnes in the fourth quarter. Production at the Stellite mine was down substantially compared to the equivalent period in 2011 in response to lower chrome ore prices and an oversupply in the global chrome ore market. Production at Mogale Alloys was impacted by the decision to participate in Eskom's electricity buyback program in the end of November. Work continued on the Mecklenburg mine development project, which is now scheduled to be in full production of 30.000 ton ROM per month by the end of Q2 2013. The full year production volumes decreased by 22.4% to 190,868 (245,900) tonnes which was due to participating Eskom's electricity buyback program during first half of 2012 and in Q4 2012. Full year production was also impacted by the decision to restrict mining at Stellite in response to lower chrome ore prices and decreased demand.

EUR million Q4/12 Q4/11 Change FY2012 FY2011 Change
Revenue 9.2 16.8 -45.1% 53.9 75.4 -28.6%
EBITDA 6.2 -1.9 6.7 -3.9
EBITDA margin 67.3% -11.2% 12.4% -5.2%
EBIT 4.5 -4.4 -2.4 -14.0
EBIT margin 48.5% -26.2% -4,5% -18.6%

Full Year (January–December) 2012

Revenue for the full year decreased to EUR 53.9 (75.4) million, representing a decrease of 28.6%. The decrease in revenue was driven both by the substantial decline in demand for both Charge Chrome and Silico Manganese as well as decline in Chrome and decision to participate in Eskom's electricity buyback program in first half of 2012 and end of November 2012.

EBITDA for the full year was EUR 6.7 (-3.9) million including a EUR 0.1 (0.4) million non-cash expense for the share based payments. Improvement of EBITDA compared to 2011 mainly relates to decrease of EUR 6.2 million in project costs and a decrease in environmental provision of EUR 2.1 (0.6) million.

Fourth Quarter (October–December) 2012

Revenue for the fourth quarter decreased to EUR 9.2 (16.8) million compared to the equivalent period in 2011, representing a decrease of 45.1%. The decrease in revenue was driven both by the substantial decline in demand for both Charge Chrome and Silico Manganese as well as decline in Chrome ore. EBITDA for the fourth quarter increased to EUR 6.2 (-1.9) million. Increase in EBITDA compared to the equivalent period in 2011 was driven by decrease in environmental liability of EUR 2.1 (0.6) million, decrease in project costs EUR 0.0 (0.7) million and increase in sales prices.

UNALLOCATED ITEMS

For the fourth quarter of 2012, the EBITDA from unallocated items was EUR -0.2 (-2.5) million including a EUR 0.2 (0.2) million non-cash expense for the share-based payments. The full year EBITDA from unallocated items was EUR -5.2 (-8.5) million.

LITIGATION

On 11 October Ruukki announced it had agreed to settle its dispute with the vendors (the "Vendors") of Mogale Alloys, which was acquired by Ruukki in May 2009. As part of the settlement Ruukki has paid the Vendors an aggregate cash amount of ZAR 175 million (approximately EUR 15 million) and will issue, in the aggregate, up to 16,000,000 new shares. The Vendors have transferred their entire remaining shareholding in Mogale Alloys to Ruukki, whereby Ruukki's ownership has increased from 84.9% to 90.0%.

The share issue to the Vendors is conditional upon the receipt of South African Reserve Bank approval. If this is not received, Ruukki has undertaken to procure that the shares are disposed of at fair value in accordance with the instructions of the Vendors and the resultant proceeds paid to the Vendors.

PLEDGES AND CONTINGENT LIABILITIES

On 31 December 2012 the Group had a loan from a financial institution totalling EUR 2.7 (8.3) million. The Group has provided real estate mortgages and other assets as collaterals for total carrying value of EUR

41.1 (48.3) million. Moreover, the Group companies have given cash deposits totalling EUR 3.9 (1.3) million as security for their commitments. The value of other collaterals totalled EUR 0.8 (0.8) million as at 31 December 2012. Ruukki Group Plc has given guarantees for third party loans totalling EUR 1.3 (1.6) million.

COMPANY'S SHARE

Ruukki Group Plc's shares are listed on NASDAQ OMX Helsinki (RUG1V) and on the Main Market of the London Stock Exchange (RKKI).

On 31 December 2012, the registered number of Ruukki Group Plc shares was 248,432,000 (248,432,000) and the share capital was EUR 23,642,049.60 (23,642,049.60).

On 31 December 2012, the Company had 4,297,437 (4,414,682) own shares in treasury, which was equivalent to 1.73% (1.78%) of the issued share capital. The total amount of shares outstanding, excluding the treasury shares held by the Company on 31 December 2012, was 244,134,563 (244,017,318).

At the beginning of the period under review, the Company's share price was EUR 0.89 on NASDAQ OMX Helsinki and GBP 0.88 on the London Stock Exchange. At the end of the review period, the share price was EUR 0.45 and GBP 0.35 respectively. During 2012 the Company's share price on NASDAQ OMX Helsinki ranged from EUR 0.38 to 1.02 per share and the market capitalisation, as at 31 December 2012, was EUR 111.8 (1.1.2012: 221.1) million. For the same period on the London Stock Exchange the share price range was GBP 0.32 to 0.86 per share and the market capitalisation was GBP 87.0 (1.1.2012: 218.6) million, as at 31 December 2012.

Based on the resolution at the AGM on 10 May 2012, the Board is authorised to buy-back up to a maximum of 15,000,000 of its own shares. This authorisation is valid until 10 November 2013. The Company did not carry out any share buy-backs during 2012.

Ruukki announced on 7.12.2012, that the Board of Directors has resolved to grant a total of 117,245 ordinary shares in the Company to the members of the Executive Management Team as their share based incentive bonus for the year 2011. The shares are issued under the authorisation given by the Company's Annual General Meeting in May 2012 and form a part of the Company's incentive programme for senior management. Under the terms of the directed free share issue scheme, the shares were offered free of charge and in derogation of the pre-emptive subscription right of shareholders. The shares are subject to restrictions on transferability and pledge-ability until 24 months from the allotment date, after which the shares can be transferred and used as a pledge.

ANNUAL GENERAL MEETING 2012

Ruukki Group Plc's Annual General Meeting (AGM) was held on 10 May 2012 and all the resolutions proposed were passed, as announced in the stock exchange release on 10 May 2012. A copy of this release is available on the Company's website: www.ruukkigroup.com.

The resolutions of the AGM included:

  • the adoption of the financial statements and the consolidated financial statements and discharged the members of the Board of Directors and the CEO from liability for the financial period 2011.

  • that no dividend would be paid for 2011.

  • that the Board of Directors would comprise of eight members and Philip Baum, Paul Everard, Thomas Hoyer, Markku Kankaala, Danko Koncar, Jelena Manojlovic, Chris Pointon and Barry Rourke were re-elected to the Board.

  • the Board members' remuneration for the year.

  • the re-election of Ernst & Young Oy as the Company's Auditor for 2012 and the payment of the Auditor's invoice on approval.

  • the acquisition of Elektrowerk Weisweiler GmbH.

  • authorisation for the Board to decide on a share issue and on the issuing of stock options and other special rights that entitle to shares. By virtue of the authorisation shares could be issued in one or more tranches for a maximum total of 24,843,200 new shares or shares owned by the Company.

  • authorisation for the Board to acquire the Company's own shares for a maximum of 15,000,000 shares that could be acquired with the funds from the Company's unrestricted shareholders' equity.

MOST SIGNIFICANT SHORT TERM RISKS AND UNCERTAINTIES, CHANGES DURING AND AFTER THE PERIOD UNDER REVIEW

The changes in the key risks and uncertainties are set out below. Further details of the risks and uncertainties have been published in the Group's 2011 Annual Report.

Ruukki´s financial performance is dependent on the general market conditions of the mining, smelting and minerals processing business. Global financial markets have been very volatile, exacerbated by the Eurozone crisis, and there is uncertainty as to how commodity prices will respond in 2013 and which could considerably impact the Company's revenue and financial performance in 2013.

Changes in foreign exchange rates, if adverse, could have a substantial negative impact on the Group's profitability, in particular changes in US Dollar/South African Rand. In order to better manage its foreign exchange US Dollar/South African Rand exposure, the Group has entered into forward contract arrangements.

Ruukki's processing operations in Germany and South Africa are intensive users of energy, primarily electricity. Fuel and energy prices globally have been characterised by volatility and cost inflation. In South Africa the majority of the electricity supply, price and availability are controlled by one entity, Eskom. Increased electricity prices and/or reduced or uncertain electricity supply or allocation may negatively impact Ruukki's current operations, which could have an impact on the Group's financial performance.

2013 OUTLOOK

The global economic outlook continues to be uncertain in 2013 as the Eurozone crisis continues and demand for commodities, primarily driven by Chinese consumption, remains weak. The ferroalloy market is expected to continue to be volatile during the year. The Group is preparing for significant price fluctuations and will continue to adapt its production levels accordingly. At Mogale Alloys, part of the FerroAlloys division, the decision has been taken to participate in Eskom's electricity buyback program until the end of first quarter 2013. Company is also continuing its cost saving initiatives and restructuring of functions and this is expected to bring material costs savings in 2013 compared to previous financial year. In light of this the Group expects its financial performance for the full year 2013 to significantly improve compared to 2012.

Fluctuations of exchange rates between the Euro, the South African Rand, the Turkish Lira and the US Dollar can significantly impact the Company's financial performance.

EVENTS AFTER THE REVIEW PERIOD

Ruukki announced on 15 January 2013 that the Company's management will be reorganised to be more appropriately aligned to the size of the Company's current operations and the prevailing market conditions. The Company will also undertake a review of its cost base with a view to identifying other restructuring opportunities including larger structural and organisational developments.

As part of the restructuring both the Company's Board of Directors and executive management team was materially downsized. The following members of the Board of Directors have left their positions on 11 February 2013: Dr. Chris Pointon, Mr. Paul Everard, Mr. Barry Rourke and Mr. Thomas Hoyer. The Executive Management of Ruukki was reorganised as follows: Mr. Thomas Hoyer CEO; Mr. Markus Kivimäki, General Manager: Corporate Affairs; and Mr. Kalle Lehtonen, General Manager: Finance have left their positions. All the resigning executives will remain with the Company until end of March 2013 to ensure a smooth handover of responsibilities.

Ruukki's Extraordinary General Meeting ("EGM") was held on 11 February 2013. The EGM decided that the number of members of the Board of Directors shall be six and Mr Michael Lillja (Finnish citizen), Mr Markku Kankaala (Finnish citizen), Dr Danko Koncar (Croatian citizen), Dr Jelena Manojlovic (UK citizen), Dr Alfredo Parodi (Italian citizen) and Ms Bernice Smart (UK citizen) were elected for the next mandate that begins from the end of the General Meeting and ends in the end of the Annual General Meeting in 2013. The EGM resolved that the members of the Board will be paid EUR 3,000 per month. Those members of the Board of Directors that are executives of the Company are not entitled to receive any remuneration for the Board membership.

Following the EGM, the Board of Directors held an organisation meeting in which Dr Jelena Manojlovic was appointed Chairman and Ms Bernice Smart Deputy Chairman. Ms Bernice Smart (chairman), Mr Markku

Kankaala and Dr Alfredo Parodi were elected as the members of the Audit Committee. Dr Jelena Manojlovic (chairman), Mr Markku Kankaala and Ms Bernice Smart were elected as the members of the Nomination and Remuneration Committee. The Board appointed Dr Danko Koncar as the Company's CEO.

Board of Directors has taken the decision to commence a project aiming into centralising all headquarter and other group support functions to Malta. By centralising functions into one location the Company expects significant benefits through increased efficiency and lower costs.

DIVIDEND PROPOSAL

The Board of Directors proposes to the Annual General Meeting which will be held on 8 May 2013 that no dividend would be distributed but that a capital redemption of EUR 0.01 per share would be paid out of the paid-up unrestricted equity fund.

Helsinki, 17 March 2013

RUUKKI GROUP PLC

BOARD OF DIRECTORS

FINANCIAL REPORTING IN 2013

Closed period Reporting date
Financial Statements 2012 Week 13
Q1 Interim Report 2013 8.4.-8.5.2013 8 May 2013
Q2 Interim Report 2013 16.7.-15.8.2013 15 August 2013
Q3 Interim Report 2013 9.10.-8.11.2013 8 November 2013

FINANCIAL TABLES

FINANCIAL DEVELOPMENT AND ASSETS AND LIABILITIES BY SEGMENT

FY 2012
12 months
EUR '000
Speciality
Alloys
Ferro
Alloys
Unallocated
items
Eliminations Continuing
operations
total
Revenue 76,456 53,899 837 -800 130,392
EBITDA 10,706 6,661 -5,243 30 12,154
EBIT -6,926 -2,433 -5,285 30 -14,614
Segment's assets 152,852 154,049 12,604 -7,021 312,483
Segment's liabilities 40,687 57,322 5,660 -6,405 97,264
FY 2011 Speciality Ferro Unallocated Eliminations Continuing
12 months Alloys Alloys items operations
EUR '000 total
Revenue 83,637 75,448 698 -696 159,087
EBITDA 13,811 -3,886 -8,529 7 1,404
EBIT -3,837 -14,038 -8,596 7 -26,464
Segment's assets 171,511 219,205 49,226 -18,135 421,807
Segment's liabilities 56,168 116,760 25,501 -16,779 181,649

CONSOLIDATED INCOME STATEMENT, SUMMARY

EUR '000 Q4/12 Q4/11 FY2012 FY2011
Continuing operations
Revenue 24,269 37,319 130,392 159,087
Other operating income 4,580 271 13,843 1,173
Operating expenses -21,570 -38,667 -132,088 -159,128
Depreciation and amortisation -6,222 -6,871 -26,768 -27,853
Impairment 0 -15 0 -15
Items related to associates (core) 1 5 6 272
Operating profit 1,058 -7,958 -14,614 -26,464
Financial income and expense -5,167 724 -3,893 830
Items related to associates (non-core) 0 0 0 196
Profit before tax -4,109 -7,234 -18,507 -25,439
Income tax -2,191 2,356 1,717 7,081
Profit for the period from continuing
operations -6,301 -4,878 -16,790 -18,358
Discontinued operations
Profit for the period from
discontinued operations 0 -5,830 0 41,086
Profit for the period -6,301 -10,708 -16,790 22,729
Profit attributable to:
Owners of the parent -6,731 -10,077 -15,650 23,664
Non-controlling interests 430 -632 -1,141 -935
Total -6,301 -10,708 -16,790 22,729
basic (EUR), Group total -0.03 -0.04 -0.06 0.10
diluted (EUR), Group total -0.03 -0.04 -0.06 0.09
basic (EUR), continuing operations
diluted (EUR), continuing operations
-0.03
-0.03
-0.02
-0.02
-0.06
-0.06
-0.07
-0.07

CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME

EUR '000 Q4/12 Q4/11 FY2012 FY2011
Profit for the period -6,301 -10,708 -16,790 22,729
Other comprehensive income
Exchange differences on
translating foreign operations -3,546 1,709 -6,185 -13,785
Income tax relating to other
comprehensive income 1,300 87 1,991 6,640
Other comprehensive income, net of tax -2,245 1,796 -4,194 -7,145
Total comprehensive income for the period -8,546 -8,912 -20,984 15,583
Total comprehensive income attributable to:
Owners of the parent -8,513 -8,749 -19,192 18,738
Non-controlling interests -32 -163 -1,792 -3,154

CONSOLIDATED STATEMENT OF FINANCIAL POSITION, SUMMARY

EUR '000 31.12.2012 31.12.2011
ASSETS
Non-current assets
Investments and intangible assets
Goodwill 68,990 96,269
Investments in associates 75 77
Other intangible assets 44,863 65,215
Investments and intangible assets total 113,927 161,561
Property, plant and equipment 67,101 71,902
Other non-current assets 34,902 47,840
Non-current assets total 215,930 281,303
Current assets
Inventories 51,675 44,011
Receivables 30,063 30,616
Cash and cash equivalents 14,815 65,878
Current assets total 96,553 140,504
Total assets 312,483 421,807
EQUITY AND LIABILITIES
Equity attributable to owners of the parent
Share capital 23,642 23,642
Share premium reserve 25,740 25,740
Paid-up unrestricted equity reserve 245,167 245,128
Translation reserves 5,453 8,995
Retained earnings -91,945 -77,695
Equity attributable to owners of the parent 208,056 225,811
Non-controlling interests 7,163 14,348
Total equity 215,220 240,158
Liabilities
Non-current liabilities
Deferred tax liabilities 23,357 33,506
Provisions 14,239 15,700
Pension liabilities 11,186 10,838
Financial liabilities 11,222 90,281
Non-current liabilities total 60,004 150,326
Current liabilities
Advances received 19 550
Other current liabilities 37,241 30,773
Current liabilities total 36,999 31,323
Total liabilities 97,264 181,649
Total equity and liabilities 312,483 421,807

SUMMARY OF CASH, INTEREST-BEARING RECEIVABLES AND INTEREST-BEARING LIABILITIES

EUR '000 31.12.2012 31.12.2011
Cash and cash equivalents 14,815 65,878
Interest-bearing receivables
Current 6,005 1,124
Non-current 29,570 33,896
Interest-bearing receivables 35,575 35,021
Interest-bearing liabilities
Current 2,719 1 109
Non-current 11,170 84 334
Interest-bearing liabilities 13,889 85,443
NET TOTAL 36,502 15,455

SUMMARY OF GROUP'S PROPERTY, PLANT AND EQUIPMENT AND INTANGIBLE ASSETS

EUR '000 Property,
plant and
equipment
Intangible
assets
Acquisition cost 1.1.2012 126,721 300,481
Additions 4,823 9,144
Disposals * -595 -30,257
Reclass between items 408 256
Effect of movements in exchange rates -5,255 -25,258
Acquisition cost 31.12.2012 126,103 254,366
Acquisition cost 1.1.2011 132,715 354,221
Additions 4,231 420
Disposals * -524 -21,574
Transfer to assets held for sale -353 1
Reclass between items 5,940 -1,076
Effect of movements in exchange rates -15,288 -31,511
Acquisition cost 31.12.2011 126,721 300,481

* Including changes in earn-out liabilities and in contingent purchase considerations

CONSOLIDATED STATEMENT OF CASH FLOWS, SUMMARY

EUR '000 FY2012 FY2011
Profit for the period -16,790 22,729
Adjustments to profit for the period 27,520 -21,584
Changes in working capital -4,142 -11,799
Discontinued operations -743 8,241
Net cash from operating activities 5,845 -2,412
Acquisition of subsidiaries and associates,
net of cash acquired -25,070 -500
Acquisition of joint ventures, net of cash
acquired
Disposal of subsidiaries and associates,
0 -1,598
net of cash sold 0 83,276
Capital expenditure and other investing
activities -5,756 -4,147
Proceeds from repayments of loans and
loans given -3,418 -7,122
Discontinued operations 0 -77
Net cash from investing activities -34,243 69,832
Capital redemption 0 -9,617
Dividends paid to non-controlling interests 0 -84
Proceeds from borrowings 59 10,004
Repayment of borrowings, and other
financing activities -22,451 -20,148
Discontinued operations 0 -339
Net cash used in financing activities -22,391 -20,184
Net increase in cash and cash equivalents -50,789 47,236

CONSOLIDATED STATEMENT OF CHANGES IN EQUITY

  • A = Share capital
  • B = Share premium reserve
  • C = Fair value and revaluation reserves
  • D = Paid-up unrestricted equity reserve
  • E = Translation reserve
  • F = Retained earnings
  • G = Equity attributable to owners of the parent, total
  • H = Non-controlling interests
  • I = Total equity
EUR '000 A B C D E F G H I
Equity at 31.12.2010 23 642 25 740 2 193 250 849 13 921 -104 772 211 574 24 781 236 355
Dividend distribution 0 -631 -631
Total comprehensive
income -4 926 23 664 18 738 -3 154 15 583
Share-based payments 1 221 1 221 1 221
Share subscriptions
based on option rights 3 895 3 895 3 895
Capital redemption -9 617 -9 617 -9 617
Acquisitions and
disposals of subsidiaries -2 193 0 2 193 0 -6 649 -6 649
Equity at 31.12.2011 23 642 25 740 0 245 128 8 995 -77 695 225 811 14 348 240 158
Total comprehensive
income -3 543 -15 650 -19 192 -1 792 -20 984
Share-based payments 39 875 914 3 917
Acquisitions and
disposals of subsidiaries 524 524 -5 396 -4 871
Equity at 31.12.2012 23 642 25 740 0 245 167 5 453 -91 945 208 056 7 163 215 220

RELATED PARTY TRANSACTIONS DURING THE REVIEW PERIOD

During the financial year 2012 the Group sold goods and rendered services to related parties and joint ventures worth EUR 0.4 (5.2) million. The Group also made raw material purchases from a joint venture amounting to EUR 2.1 (0.8) million and accrued interest on loans from a related party and other financing expenses amounting to EUR 0.4 (0.8) million. Interest income from a joint venture company totalled EUR 0.9 (0.7) million during the financial year 2012.

On 31 December the Group had loan and other receivables from joint venture companies totalling EUR 20.6 (20.0) million and loan and interest receivables from a related party amounting to EUR 10.0 (10.0) million. The Group's parent company had loan receivables from related parties amounting to EUR 0.3 (0.6) million. The Group's joint venture's loans from a related party totalled EUR 11.1 (11.5) million. The Group's trade and other payables to joint venture companies totalled EUR 0.0 (0.2) million.

During the second quarter of 2012 Ruukki completed the arrangements between the Company and Kermas Limited including the acquisition of Elektrowerk-Weisweiler GmbH from Kermas. Kermas Limited is a major shareholder of Ruukki. The aggregate cash consideration of approximately EUR 25.3 million was paid. In consequence of the arrangements, the Group no longer has earn-out liabilities to related parties.

FINANCIAL INDICATORS

FY2012 FY2011
Return on equity, % p.a. -7.4% 9.5%
Return on capital employed, % p.a. -3.5% 7.0%
Equity ratio, % 68.9% 57.0%
Gearing, % -0.4% 8.1%
Personnel at the end of the period 743 797

EXCHANGE RATES

The balance sheet date rate is based on exchange rate published by the European Central Bank for the closing date. The average exchange rate is calculated as an average of daily rates from the European Central Bank during the year.

The key exchange rates applied in the accounts:

Average rates

FY2012 FY2011
TRY 2.3135 2.3378
USD 1.2848 1.3920
ZAR 10.5511 10.097

Balance sheet rates

31.12.2012 31.12.2011
TRY 2.3551 2.4432
USD 1.3194 1.2939
ZAR 11.1727 10.4830

FORMULAS FOR FINANCIAL INDICATORS

Financial ratios and indicators have been calculated with the same principles as applied in the 2011 financial statements. These principles are presented below.

Return on equity, % = Profit for the period / Total equity (average for the period) * 100

Return on capital employed, % = (Profit before taxes + financing expenses) / (Total assets - interest-free liabilities) average * 100

Equity ratio, % = Total equity / (Total assets - prepayments received) * 100

Gearing, % = (Interest-bearing debt - liquid funds) / Total equity * 100

Net interest-bearing debt = Interest-bearing debt - liquid funds

Earnings per share, basic, EUR = Profit attributable to owners of the parent company / Average number of shares during the period

Earnings per share, diluted, EUR = Profit attributable to owners of the parent company / Average number of shares during the period, diluted

Operating profit (EBIT) = Operating profit is the net of revenue plus other operating income, plus gain/loss on finished goods inventory change, minus employee benefits expense, minus depreciation, amortisation and impairment and minus other operating expense. Foreign exchange gains or losses are included in operating

profit when generated from ordinary activities. Exchange gains or losses related to financing activities are recognised as financial income or expense.

Earnings before interest, taxes, depreciation and amortisation (EBITDA) = Operating profit + depreciation + amortisation + impairment losses

ACCOUNTING POLICIES

This Financial Statements Review is prepared in accordance with the IAS 34 standard. Ruukki Group Plc applies the same accounting and IFRS principles as in the 2011 financial statements.

The preparation of the financial statements in accordance with IFRS requires management to make estimates and assumptions that affect the valuation of the reported assets and liabilities and other information, such as contingent liabilities and the recognition of income and expenses in the income statement. Although the estimates are based on the management's best knowledge of current events and actions, actual results may differ from the estimates.

The figures in the tables have been rounded off, which must be considered when calculating totals. Average exchange rates for the period have been used for income statement conversions, and period-end exchange rates for balance sheet.

The Financial Statements Review data are unaudited.

Share-related key figures

Q4/12 Q4/11 FY2012 FY2011
Share price
development in London
Stock Exchange
Average share price* EUR 0.46 0.98 0.54 1.50
GBP 0.37 0.84 0.43 1.30
Lowest share price* EUR 0.41 0.97 0.39 0.96
GBP 0.33 0.83 0.32 0.83
Highest share price* EUR 0.51 1.05 1.06 1.84
GBP 0.41 0.90 0.86 1.60
Share price at the end of
the period** EUR 0.43 1.05 0.43 1.05
GBP 0.35 0.88 0.35 0.88
Market capitalisation at EUR
the end of the period** million 106.5 261.7 106.5 261.7
GBP
million 87.0 218.6 87.0 218.6
Share trading
development
thousand
Share turnover shares 44 34 288 151
EUR
Share turnover thousand 20 33 154 227
GBP
Share turnover thousand 16 28 125 197
Share turnover % 0.0% 0.0% 0.1% 0.1%
Share price
development in
NASDAQ OMX Helsinki
Average share price EUR 0.44 0.94 0.67 1.33
Lowest share price EUR 0.42 0.83 0.38 0.81
Highest share price EUR 0.51 1.02 1.02 2.03
Share price at the end of
the period EUR 0.45 0.89 0.45 0.89
Market capitalisation at
the end of the period
EUR
million
111.8 221.1 111.8 221.1
Share trading
development
thousand
Share turnover shares 1,410 2,598 5,600 11,344
EUR
Share turnover thousand 624 2,454 3,773 15,138
Share turnover % 0.6% 1.0% 2.3% 4.6%

* Share prices have been calculated on the average EUR/GBP exchange rate published by Bank of Finland.

** Share price and market capitalisation at the end of the period have been calculated on the EUR/GBP exchange rate published by Bank of Finland at the end of the period.

Formulas for share-related key indicators

Average share price = Total value of shares traded in currency / Number of shares traded during the period

Market capitalisation, million = Number of shares * Share price at the end of the period

FORWARD LOOKING STATEMENTS

This report contains forward-looking statements. Often, but not always, forward-looking statements can be identified by the use of forward-looking terminology, including the terms "believes", "expects", "intends", "may", "will" or "should" or, in each case, their negative or other variations or comparable terminology. By their nature, forward-looking statements involve uncertainty because they depend on future circumstances, and relate to events, not all of which are within the Company's control or can be predicted by the Company.

Although the Company believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. Actual results could differ materially from those set out in the forward-looking statements. Save as required by law (including the Finnish Securities Markets Acts (495/1989), as amended, or by the Listing Rules or the Disclosure and Transparency Rules of the UK Financial Services Authority), the Company undertakes no obligation to update any forward-looking statements in this report that may occur due to any changes in the Directors' expectations or to reflect events or circumstances after the date of this report.

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