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AAK

Quarterly Report May 4, 2011

2874_10-q_2011-05-04_99b3eacb-f3c6-4405-b17d-a1f5904eb347.pdf

Quarterly Report

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AAK Interim Report Quarter 1, 2011

  • Net sales in the first quarter increased to SEK 3,843 million (3,510) mainly due to increased raw material prices, partly offset by a negative currency translation impact of SEK 253 million. Volumes decreased by 4 percent due to lower commodity volumes. Speciality volumes continue to increase.
  • Operating profit amounted to SEK 204 million (178), an improvement of 15 percent. At fixed exchange rates operating profit improved by 21 percent.
  • Earnings per share amounted to SEK 3.38 (2.79), an improvement of 21 percent.

First quarter 2011 Operating profit AAK Group and Business Areas, Q1 2011

SEK Million Q1 2011 Q1 2010 %
Net Sales 3,843 3,510 +9
Gross Contribution 831 840 -1
Operating profit 204 178 +15
Operating profit per kilo 0.59 0.50 +18
Financial net -15 -14 -7
Net result 139 114 +22
Earnings per share 3.38 2.79 +21

Chief Executive´s Report

First quarter 2011

Operating profit for the first quarter 2011 reached SEK 204 million (178), an improvement of 15 percent. At fixed exchange rates, operating profit improved by 21 percent. Earnings per share improved by SEK 0.59 or up 21 percent from SEK 2.79 to SEK 3.38.

The first quarter 2011 volume declined due to lower volumes of low margin commodity products partly offset by increased volumes of speciality products. Although commodity volumes declined in Food Ingredients, specialty volumes increased in line with the strategy. Volumes increased in Chocolate & Confectionery Fats and also in Technical Products & Feed. Underlying margins in Chocolate & Confectionery Fats continued to be stable.

Positive impact of the AAK Acceleration strategy for Food Ingredients

In the Group's largest business area, Food Ingredients, operating profit reached SEK 104 million (97*), an improvement of 7 percent. An increased proportion of highvalue products with a more profitable product mix led to an operating profit at fixed exchange rates of SEK 112 million (97), an improvement of 15 percent. Volumes in the first quarter of 2011declined by 9 percent compared to the corresponding quarter in 2010 due to lower commodity volumes at low margins.

The positive development continued in all speciality product areas and especially in Infant Nutrition (Baby Food) and Dairy Industry.

Chocolate & Confectionery Fats – Volume growth and stable margins

The operating result amounted to SEK 81 million (76), an improvement of 7 percent. Underlying margins in Chocolate & Confectionery Fats continued to be stable. The general market conditions remained stable. Volumes increased by 3 percent compared to last year.

Another strong quarter for Technical Products & Feed

Operating profit at SEK 39 million (25*). Volumes in the first quarter 2011 increased by 6 percent compared with the corresponding quarter last year, mainly in product segments technical products and feed.

AAK - Additional rationalization program, more savings and increased focus on speciality products

During the second quarter 2011 AAK will implement an additional rationalization program to fully focus on our speciality strategy in all entities. This new program will be in addition to the previously adopted and ongoing rationalization programs.

The rationalization implies a further move away from larger volume low margin commodity products to more complex, lower volume speciality products at higher margins. This work has already been initiated.

The ongoing productivity improvements in the Scandinavian units continue in line with plan and will not be effected by this additional restructuring program.

The total cost for this rationalization program is estimated at approximately SEK 40 million with annual savings of approximately SEK 30 million with full impact during the second quarter 2012. The costs related to this rationalization program will be recorded during the second quarter 2011 and is entirely related to the business area Food Ingredients.

The insurance case

The company is furthermore expecting to finalize the insurance case related to business interruption for 2008 and 2009 during the second quarter 2011. The additional net insurance compensation is expected to be recorded during the second quarter 2011 and is expected to be in the range of the cost of the above mentioned rationalization program.

Concluding remarks

We are starting to see positive effects of the AAK Acceleration program. Speciality volumes increased especially for Infant Nutrition, Dairy Industry and Chocolate & Confectionery Fats.

During the period AAK has opened sales offices in China and in Germany to support the growth strategy. We want to be a global partner with a strong local presence to service our global and local customers. Local presence is crucial to our long-term growth and to strengthen our innovative

platform in close cooperation with our customers.

During 2011 we are expanding our capacity at the US factory.

As earlier predicted cash flow turned negative during the quarter as a consequence of significant raw material price increases during the last six to nine months. Negative cash flow will continue during the coming quarters but the impact will be mitigated, during the later part of the year, through a focused effort to ensure that suppliers share part of this burden.

We are now going into the second quarter and we remain prudently optimistic for the quarter and for the execution of AAK Acceleration.

Arne Frank CEO and President

* Starting with the first quarter of 2011 the Group´s operations in crushing will be reported as part of business area Technical Products & Feed. The crushing operation has previously been reported within the business area Food Ingredients. For further information, see page 16.

The AAK Group, first quarter 2011

Net sales

Net sales increased by SEK 333 million due to increased raw material prices, partly offset by a negative currency translation impact of SEK 253 million.

Commodity volumes for Food Ingredients declined in the first quarter but volume increased in Chocolate & Confectionery Fats and Technical Products & Feed.

There are no major changes in the general market conditions for speciality products compared to last year.

Gross contribution

Excluding translation effects, gross contribution improved by SEK 44 million, while negative translation impact was SEK 53 million.

After including translation effects, gross contribution decreased by SEK 9 million.

Operating result

Operating profit reached SEK 204 million (178), an improvement of 15 percent. At fixed exchange rates, operating profit amounted to SEK 215 million (178), an improvement of 21 percent.

Operating profit per kilo increased from SEK 0.50 to SEK 0.59 or by 19 percent due to a higher portion of value added products. Volumes

increased in the case of speciality products whilst low margin commodity volumes decreased.

Investments

Group investments in fixed assets totalled SEK 68 million (79), mainly comprising regular maintenance investments.

Cash flow

As anticipated, cash flow from operating activities was negative SEK 358 million (positive 315), as a result of the significant raw material price increases during the past six to nine months.

The ongoing internal working capital improvement project continued to impact positively.

Cash flow, after net investments of SEK 68 million (79), was negative SEK 426 million (positive 236).

Financial position

The equity/assets ratio amounted to 36 percent (34 percent as at 31 December 2010).

Net debt as at 31 March 2011 amounted to SEK 3,051 million (SEK 2,634 million on 31 December 2010). As at 31 March, the Group has total credit facilities of SEK 6,519 million.

Long term refinancing of SEK 4,200 million was finalized in January 2011 and comprises

part of the total committed facilities of SEK 6,000 million for five years or more.

Employees

The average number of employees in the Group as at 31 March 2011 was 2,052 (2,101 on 31 December 2010), a reduction of 49 employees compared to year-end and 87 employees compared to the corresponding quarter last year. The net change consists of a reduction at our sites in Scandinavia, partly offset by increases in focused growth markets.

The Parent Company and Group Functions

The Parent Company is a holding company for the AAK Group. Its functions are primarily concerned with joint Group activities related to development and administration.

Group - Q1 2011

Volume and operating profit per kilo

Volume Q1 2011

AAK Group Food Ingredients Chocolate and
Confectionery Fats
Technical Products &
Feed
- 4 percent - 9 percent + 3 percent + 6 percent
356,000 MT to 343,000 MT 212,000 MT to 193,000 MT 76,000 MT to 78,000 MT 68,000 MT to 72,000 MT

Operating profit per kilo

AAK Group Food Ingredients Chocolate and
Confectionery Fats
Technical Products &
Feed
+ 18 percent + 20 percent + 2 percent + 46 percent
0.50 SEK to 0.59 SEK 0.45 SEK to 0.54 SEK 1.01 SEK to 1.03 SEK 0.37 SEK to 0.54 SEK

Business Area Food Ingredients, Q1 2011

Net sales

Net sales for the business area increased by SEK 233 million due to increased raw material prices, partly offset by negative currency translation impact of SEK 162 million.

Volumes for the business area declined in the first quarter by 9 percent, mainly due to lower commodity volumes at low margins.

Gross contribution

Gross contribution declined to 391 SEK million (413*), mainly due to negative translation effects of SEK 27 million.

Operating result

Operating profit amounted to SEK 104 million (97*), an increase of 7 percent. The result includes negative translation effects of SEK 8 million. At fixed exchange rates, operating profit was up 15 percent compared to last year.

Margins continued to improve as a result of the specialisation strategy with focus on a higher

proportion of high-value products. Infant Nutrition (Baby Food) and Dairy Industry developed particularly well during the quarter.

External factors/activities

The "AAK Acceleration" programme covers significant growth opportunities in our speciality products such as Infant Nutrition (Baby Food), Bakery and Bakery Services, Dairy Industry and Food Service.

AAK will, during the second quarter 2011, implement an additional rationalization program to strengthen and accelerate the speciality strategy.

The rationalization program implies a further move away from larger volume low margin commodity products to more complex, lower volume speciality products, at higher margins. This work has already been initiated. The total cost for this rationalization program is estimated at approximately

SEK 40 million with annual savings of approximately SEK 30 million and full impact during the second quarter 2012. The costs related to this rationalization program will be recorded during the second quarter 2011 and is entirely related to the business area Food Ingredients.

Raw material prices for palm and rapeseed oil, SEK/tonne

* Starting with the first quarter of 2011 the Group´s operations in crushing will be reported as part of business area Technical Products & Feed. The crushing operation has previously been reported within the business area Food Ingredients. For further information, see page 16.

Q1 Q1 Full year Rolling 12
SEK Million 2011 2010* % 2010* months*
Net Sales 2,251 2,018 +12 8,667 8,900
Gross contribution 391 413 -5 1,826 1,804
Gross contribution per kilo 2.02 1.94 +4 2.12 2.14
Operating profit 104 97 +7 454 461
Operating profit per kilo 0.54 0.45 +20 0.53 0.55
Volumes ('000 tonnes) 193 212 -9 861 842

Business Area Chocolate & Confectionery Fats, Q1 2011

Net sales

Net sales for the business area improved by SEK 54 million, or by 5 percent, due to volume growth and raw material price increases, partly offset by negative translation effects of SEK 89 million.

Gross contribution

Excluding translation effects gross contribution increased by SEK 19 million.

During the first quarter the business area recognised negative translation effects of SEK 26 million. After including these, gross contribution decreased by SEK 7 million.

Operating result

The operating result reached SEK 81 million (76). This result includes a negative translation impact of SEK 3 million.

Compared to last year, volume increased by 3 percent and operating profit per kg improved from SEK 1.01 to SEK 1.03.

The general market conditions are basically unchanged compared to the second part of 2010. Prices for CBE continued to be stable during the first quarter.

External factors/activities

There was continued strong demand in the Americas (North and South) and moderate demand Europe.

Customers in Russia continue to be mainly focused on standard and economy brands in chocolate confectionery while demand for premium products is still relatively low.

This is due to disposable income growth being limited and employment levels remaining unstable. (Source: Euromonitor)

Cocoa butter, SEK/tonne

Q1 Q1 Full year Rolling 12
SEK Million 2011 2010 % 2010 months
Net Sales 1,157 1,103 +5 4,474 4,528
Gross contribution 326 333 -2 1,394 1,387
Gross contribution per kilo 4.18 4.41 -5 4.68 4.62
Operating profit 81 76 +7 341 346
Operating profit per kilo 1.03 1.01 +2 1.14 1.15
Volumes ('000 tonnes) 78 76 +3 298 300

Business Area Technical Products & Feed, Q1 2011

Net sales

Net sales for the business area improved by SEK 46 million, or 12 percent, mainly due to increased raw material prices.

Volumes in the first quarter 2011 increased by 6 percent compared to the corresponding quarter last year, mainly in fatty acids and feed product segments.

Gross contribution

Gross contribution increased in the first quarter 2011 by SEK

20 million to SEK 114 million, due to higher volumes and high margins.

Operating result

Operating profit was SEK 39 million (25*), an improvement of 56 percent. The improvement in the operating result was largely due to an increased demand for technical products and feed.

External factors/activities

Technical products continued to enjoy signs of market recovery.

* Starting with the first quarter of 2011 the Group´s operations in crushing will be reported as part of business area Technical Products & Feed. The crushing operation has previously been reported within the business area Food Ingredients. For further information, see page 16.

Q1 Q1 Full year Rolling 12
SEK Million 2011 2010* % 2010* months*
Net Sales 435 389 +12 1,667 1,713
Gross contribution 114 94 +21 405 425
Gross contribution per kilo 1.57 1.38 +14 1.44 1.49
Operating profit 39 25 +56 118 132
Operating profit per kilo 0.54 0.37 +46 0.42 0.46
Volumes ('000 tonnes) 72 68 +6 282 286

General information

Related parties

No significant changes have taken place in relations or transactions with related parties since 2010.

Insurance compensation.

On 4 December 2007, an explosive fire occurred at AAK's factory in Aarhus, Denmark. The incident occurred in the part of the factory where vegetable oils are produced for use as components in speciality fats for chocolate and confectionery products, mainly CBE. All affected plants were up and running by the fourth quarter 2008.

During 2008, 2009 and 2010 AAK received insurance payments for business interruption of SEK 440 million.

The company is expecting to finalize the insurance case related to business interruption for 2008 and 2009 during the second quarter 2011. The additional insurance compensation is expected to be recorded during the second quarter 2011.

Risk and uncertainty factors

All business operations involve risk – a controlled approach to risk taking is a prerequisite in maintaining good profitability. Risk may be dependent upon events in the outside world and may affect a specific sector, market or country, and the risk may also be purely companyspecific.

At AAK, effective risk management is a continuing process carried out within the framework of operational management and forms a natural part of the day-to-day monitoring of operations.

External risks

The AAK Group is exposed to the fierce competition that characterises the industry, as well as fluctuations in raw material prices affecting working capital.

Financial risk

The operations of the AAK Group involve exposure to significant financial risks, particularly currency risks and raw material price risks.

Operational risk

The raw materials used in the operation are agricultural products, and availability may therefore vary due to climatic and other external factors.

Accounting principles in 2011

This interim report is prepared in accordance with the Swedish Annual Accounts Act and IAS 34, Interim Financial Reporting. For information regarding the accounting policies applied, see the 2010 Annual Report. The accounting policies are unchanged, compared with those applied in 2010.

As from 1 October, AAK has started to use full hedge accounting based on fair value hedging in accordance with IAS 39. Therefore the company does not report any IAS 39 impact commencing the first quarter 2011.

Definitions

For definitions see the 2010 Annual Report.

Events after the balance sheet date

No significant events have occurred since the balance sheet date.

The Parent Company

The Parent Company's invoiced sales during first quarter 2011 were SEK 11 million (10).

The result for the Parent Company after financial items amounted to negative SEK 7 million (positive 7).

Interest-bearing liabilities minus cash and cash equivalents and interest-bearing assets totalled positive SEK 173 million (positive 160 as at 31 December 2010). Investments in intangible and tangible assets amounted to SEK 0 million (0).

The Parent Company's balance sheet and income statement are shown on pages 17-18.

Accounting policies

AarhusKarlshamn AB (publ) is the Parent Company of the AAK Group. The Company has prepared its financial reports in accordance with the Annual Accounts Act and RFR 2 Reporting for legal entities.

Changes in the balance sheet

No major changes since yearend.

Malmö, May 4, 2011

Arne Frank Chief Executive Officer and President

This report has not been reviewed by the company's auditors.

The information is that which AarhusKarlshamn AB (publ) is obliged to publish under the provisions of the Stock Exchange and Clearing Operations Act and/or the Trading in Financial Instruments Act. The information was released to the media for publication on May 4, 2011 at 11.15 a.m. CET.

AAK Group - Consolidated income statement

Q1 Q1 Rolling 12 Full year Full year
SEK Million 2011 2010 months*
Q 4
2010*
Q 4
Full year
2010
Full yea
Net sales 3,843 3,510 15,141 14,808 14,808
Other operating income 12 6 52 27 46
Total operating income 3,855 3,516 15,193 14,835 14,854
Raw materials and supplies -3,069 -2,675 -11,708 -11,310 -11,271
Other external expenses -239 -278 -1,130 -1,169 -1,169
Cost for remuneration to employees -256 -275 -1,127 -1,146 -1,146
Amortisation and impairment losses -84 -93 -367 -376 -376
Other operating expenses -3 -2 -11 -10 -10
Total operating income 3,651 -3,323 -14,343 -14,011 -13,972
Operating result (EBIT) 204 193 850 824 882
Interest income 1 3 6 8 8
Interest expense -18 -15 -62 -59 -59
Other financial items 2 -2 1 -3 -3
Total financial net -15 -14 -55 -54 -54
Result before tax 189 179 795 770 828
Income tax -50 -52 -185 -187 -202
Net result 139 127 610 583 626
Attributable to non-controlling 1 1 4 4 2
interests
Attributable to the Parent company´s 138 126 606 579 624
shareholders

* Rolling 12 months and full-year 2010 are excluding the IAS 39 effect and insurance compensation.

AAK Group – Comprehensive income

Q1 Q1 Rolling 12 Full year
SEK Million 2011 2010 months
Q 4
Q 4
2010
Income for the period 139 127 638 626
Exchange differences on translation -66 -59 -236 -229
of foreign operations
Total comprehensive income for 73 68 402 397
the period
Attributable to non-controlling 0 0 2 2
interests
Attributable to the Parent company´s 73 68 400 395
shareholders

AAK Group – Condensed balance sheet

SEK Million 31.3.2011 31.3.2010 31.12.2010 Q 4
Assets
Goodwill 575 622 580
Other intangible assets 97 103 102
Tangible assets 2,670 2,884 2,718
Financial asstes 134 147 133
Total non-current assets 3,476 3,756 3,533
Inventory 2,543 2,101 2,299
Current receivables 2,748 2,249 2,880
Cash and cash equivalents 207 306 540
Total current assets 5,498 4,656 5,719
Total assets 8,974 8,412 9,252
Equity and liabilities
Shareholders´equity 3,247 2,995 3,164
Non-controlling interests 24 22 24
Total equity including non
controlling interests 3,271 3,017 3,188
Total non-current liabilities 3,544 3,442 3,486
Accounts payable 708 677 838
Other current liabilities 1,451 1,276 1,740
Total current liabilities 2,159 1,953 2,578
Total equity and liabilities 8,974 8,412 9,252

No changes have arisen in contingent liabilities.

AAK Group – Change in equity

Total equity
Total Non incl non
equity controlling controlling
SEK Million capital interests Q 4
interests
Openings equity 1 January 2011 3,164 24 3,188
Profit for the period 138 1 139
Other comprehensive income -65 -1 -66
Total comprehensive income 3,237 24 3,261
Stock options 10 - 10
Closing equity 31 March 2011 3,247 24 3,271
Total Non Total equity
incl non
SEK Million equity
capital
controlling
interests
controlling
Q 4
interests
Openings equity 1 January 2010 2,927 22 2,949
Profit for the period 126 1 127
Other comprehensive income -58 -1 -59
Total comprehensive income 68 0 68
Closing equity 31 March 2010 2,995 22 3,017

AAK Group – Cash flow statement

Q1 Q1 Full year
SEK Million 2011 2010 Q 4
2010
Operating activities
Cash flow from operating activities before 204 221 874
change in working capital
Changes in working capital -562 94 -117
Cash flow from operating activities -358 315 757
Investing activities
Cash flow from investing activities -68 -79 -331
Cash flow after investing activities -426 236 426
Financing activities
Cash flow from financing activities 105 -251 -188
Cash flow for the period -321 -15 238
Cash and cash equivalents at start of period 540 322 322
Exchange rate difference for cash
equivalents -12 -2 -20
Cash and cash equivalents at end of
period 207 305 540

AAK Group – Key figures

Full year
SEK Million Q1 2011 Q1 2010 Q 4
2010
Return on capital employed, %* 14 20 14
Return on equity, %* 21 32 21
Net debt/equity ratio 0.93 0.94 0.83
Equity/assets ratio, % 36 36 34
Operating capital 6,684 6,259 6,198
Average number of employees 2,052 2,139 2,101
EBITDA 288 271 1,200
Operating cash flow after
investments -426 236 426
Investments 68 79 335
-thereof acquisitions - - -

* The key figures includes IAS 39 effect and insurance compensation from 2010.

AAK Group – Share data

Full year
SEK Million Q1 2011 Q1 2010 Q 4
2010
Number of shares , thousand 40,898 40,898 40,898
Earnings per share, SEK** 3.38 3.10 15.26
Equity per share, SEK 79.38 73.21 77.38
Market value on closing date 180.00 196.00 188.50

** The calculation of earnings per share is based on weighted average number of outstanding shares. No dilution from outstanding subscription options during the first quarter 2011.

Quarterly data – Business areas

Gross contribution

2010 2011
Full
SEK Million Q1 Q2 Q3 Q4 year
Q 4
Q1
Q 4
Food Ingredients 413 443 448 522 1,826 391
Chocolate & Confectionery Fats 333 310 379 372 1,394 326
Technical Products & Feed 94 99 100 112 405 114
Total AAK Group 840 852 927 1,006 3,625 831

Operating profit

2010 2011
Full
SEK Million Q1 Q2 Q3 Q4 year
Q 4
Q1
Q 4
Food Ingredients 97 101 124 132 454 104
Chocolate & Confectionery Fats 76 57 102 106 341 81
Technical Products & Feed 25 28 29 36 118 39
Group Functions -20 -22 -24 -23 -89 -20
Total AAK Group 178 164 231 251 824 204
IAS 39 effect 15 -60 -56 140 39 -
Insurance compensation - - - 19 19 -
Total legal operating profit 193 104 175 410 882 204
AAK Group
Financial net -14 -16 -10 -14 -54 -15
Result before tax 179 88 165 396 828 189

Change in reporting for business areas Food Ingredients and Technical Products & Feed

Starting with the first quarter of 2011, Group´s operations in crushing will be reported as part of the business area Technical Products & Feed. The crushing operation has previously been reported within the business area Food Ingredients.

Since 1st January 2011 the crusher has been operated by product area Feed, which is within the business area Technical Products & Feed. Below are the sales, gross contribution and operating profit for the respective quarters in 2010 according to the new

reporting structure. Earlier reported volumes are unchanged after this change in reporting for AAK business areas as reported volumes include only processed products and not sale of crude oil.

Sales

Full
SEK million 2010 Q1 Q2 Q3 Q4 Year
Food Ingredients New 2,018 2,206 2,154 2,289 8,667
Old 2,062 2,241 2,233 2,391 8,927
Technical Products & Feed New 389 367 416 495 1,667
Old 345 332 337 393 1,407

Gross contribution

Full
SEK million 2010 Q1 Q2 Q3 Q4 Year
Food Ingredients New 413 443 448 522 1,826
Old 442 476 480 554 1,952
Technical Products & Feed New 94 99 100 112 405
Old 65 66 68 80 279

Operating profit

Full
SEK million 2010 Q1 Q2 Q3 Q4 Year
Food Ingredients New 97 101 124 132 454
Old 101 107 130 137 475
Technical Products & Feed New 25 28 29 36 118
Old 21 22 23 31 97

Parent company - income statement

Q1 Q1 Full year
SEK Million 2011 2010 Q 4
2010
Net sales 11 10 42
Other operating income 0 0 2
Total operating income 11 10 44
Raw materials and supplies
Other external expenses -12 -10 -47
Cost for remuneration to employees -7 -11 -44
Amortisation and impairment losses 0 0 -1
Other operating expenses 0 0 0
Total operating expenses -19 -21 -92
Operating result (EBIT) -8 -11 -48
Interest income 41 43 164
Interest expense -40 -25 -140
Other financial items - - -
Total financial net 1 18 24
Result before tax -7 7 -24
Income tax 0 2 8
Net result -7 9 -16

Parent company – Comprehensive income

Q1 Q1 Full year
SEK Million 2011 2010 Q 4
2010
Net result for the period -7 9 -16
Other comprehensive income - - -
Total comprehensive income for -7 9 -16
the period

Parent company – Condensed balance sheet

SEK Million 31.3.2011 31.3.2010 31.12.2010 Q 4
Assets
Other intangible assets 1 1 1
Tangible assets 4 4 4
Financial asstes 7,659 7,702 7,667
Total non-current assets 7,664 7,707 7,672
Current receivables 65 59 54
Cash and cash equivalents 0 0 0
Total current assets 65 59 54
Total assets 7,729 7,766 7,726
Equity and liabilities
Shareholders´equity 4,167 4,323 4,174
Total equity 4,167 4,323 4,174
Total non-current liabilities 3,401 3,352 3,402
Accounts payable 10 2 11
Other current liabilities 151 89 139
Total current liabilities 161 91 150
Total equity and liabilities 7,729 7,766 7,726

Information and contact details

Publication dates

The interim report for the second quarter for 2011 will be published on 20 July, 2011.

The interim report for the third quarter for 2011 will be published on 4 November, 2011.

The annual and quarterly reports are also published on www.aak.com

Annual General Meeting

AAK´s annual general meeting will be held on 17 May, 2011 in Malmö, Sweden.

Investor Relations contact:

Arne Frank, President and CEO Phone: + 46 40 627 83 00

Anders Byström, Chief Financial Officer Phone: + 46 40 627 83 00

Fredrik Nilsson, Head of Investor Relations Phone: + 46 40 627 83 34 Mobile: + 46 708 95 22 21 E-Mail: [email protected]

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