Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

FirstFarms Interim / Quarterly Report 2018

Nov 27, 2018

3433_rns_2018-11-27_00cddf99-ead8-469e-afa9-23959eb4e949.pdf

Interim / Quarterly Report

Open in viewer

Opens in your device viewer

FirstFarms

Company announcement no. 17/2018

27 November 2018

Interim financial report for 1 January – 30 September 2018 for FirstFarms A/S

Summary

The Board of Directors and Management of FirstFarms A/S have today reviewed and adopted the un-audited interim financial accounts for the period 1 January – 30 September 2018.

FirstFarms maintains growth in the turnover and the result despite low prices on animal produce

  • FirstFarms has in the accounting period realised a turnover of DKK 168.4 million compared to DKK 134.8 in the same period in 2017, and EBITDA result of DKK 42.8 million and an EBIT result of DKK 21.0 million. EBITDA and EBIT are improved with DKK 14.2 million and DKK 11.7 million, respectively compared to the same period last year.
  • The milk price has in the first three quarters been marginal lower than budget. A milk price is expected on the current level for the last quarter. The milk production has in the period been a little lower than budget.
  • The prices on grain and oil seed are in total expected to be higher than budget. The dry weather in the spring and summer has put upwards press on the prices due to an expected lower production on the world market.
  • The harvest yields have been lower than budget due to a dry growth period.
  • The price on piglets has been low in the first three quarters, and it has contributed negatively to the result in the pig production. The pig production efficiency has been satisfactory. Low prices are still expected for the rest of the year.
  • The price on slaughter pigs is also low, and only a small increase is expected in the remaining part of the year.
  • The take-over in May 2018 of the pig production in Czech Republic has contributed positively to the result, including recognition of negative goodwill.
  • FirstFarms maintains the announced expectations of an EBITDA result in the level DKK 49-53 million and an EBIT result in the level of DKK 22-26 million.

Anders H. Nørgaard from FirstFarms A/S says: "Our risk spreading on production lines and geography shows high and positive effect, as we can withstand the fluctuations in climate and price, which the agricultural production in general is challenged by."

Furthermore, Anders H. Nørgaard states: "The agricultural production in Eastern Europe is in a very good development. The price of land is increasing, and the demand for pork is high, which provides basis for our future growth plans."

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund


FirstFarms

Best regards,

FirstFarms A/S

For further information:

Please visit our website www.firstfarms.com or

contact CEO Anders H. Nørgaard on telephone +45 75 86 87 87.

About FirstFarms:

FirstFarms is a Danish stock exchange listed company, which purchases and operates agriculture in Eastern Europe. We develop the individual farms to modern and sustainable businesses that deliver milk, meat and grains of the highest quality to the dinner tables all over the world.

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Main and key ratios

The Group Q1-Q3 The Group Q1-Q3 The Group Q3 The Group Q3 The Group
DKK 1,000 2018 2017 2018 2017 2017

Main figures

Turnover 168,431 134,786 82,114 68,410 190,666
Gross profit/loss 28,036 14,821 7,399 3,314 28,176
Profit/loss before depreciations (EBITDA) 42,821 28,621 17,893 8,129 43,748
Profit/loss of primary operations (EBIT) 21,025 9,317 7,962 1488 17,100
Net financial items -10,061 -7,410 -3,632 -2,828 -12,106
Pre-tax result 10,964 1,907 4,330 -1,340 4,994
Net profit 9,868 2,214 3,213 -1,096 3,359
Non-current assets 595,818 473,942 595,818 473,942 475,165
--- --- --- --- --- ---
Current assets 214,113 168,733 214,113 168,733 141,426
Total assets 809,931 642,675 809,931 642,675 616,591
Share capital 61,594 51,376 61,594 51,376 51,376
Equity 369,875 313,498 369,875 313,498 315,073
Non-current liabilities 272,096 162,868 272,096 162,868 187,184
Current liabilities 167,960 166,309 167,960 166,309 114,334
Cash flow from primary operations 9,229 6,732 348 4,923 25,813
--- --- --- --- --- ---
Cash flow from operations -1,572 -1,510 140 2,095 12,580
Cash flow for investment, net -33,137 -27,771 -6,311 -12,353 -30,103
Of which for investment in tangible assets -31,185 -29,807 -5,857 -12,351 -45,757
Cash flow from financing 8,436 28,031 4,747 3,812 62,559
Total cash flow -26,273 5,949 -4,745 753 45,036

Key figures

Gross margin 16.6 11.0 9.0 4.8 14.8
Operating margin 12.5 6.9 9.7 2.2 9.0
Solvency ratio 46 49 46. 49 51
Earnings per share, DKK 1.78 0.43 0.58 -0.21 0.65
Diluted earnings per share, DKK 1.78 0.43 0.58 0,21 0.65
Return on shareholders' equity 3.8 1.0 3.7 1,4 1.1
Average number of employees 278 245 285 257 257
--- --- --- --- --- ---

EBITDA = EBIT added depreciations of the period.

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Management report for the period 1 January – 30 September 2018

FirstFarms has in the accounting period realised a turnover of DKK 168.4 million compared to DKK 134.8 in the same period in 2017, and EBITDA result of DKK 42.8 million and an EBIT result of DKK 21.0 million. EBITDA and EBIT are improved with DKK 14.2 million and DKK 11.7 million, respectively compared to the same period last year.

In the first three quarters, the equity is increased with DKK 54.8 million, in consequence of a result of DKK 9.9 million and an exchange rate adjustment of DKK -1.7 million and issuance of shares for DKK 46.6 million in connection with the take-over of Tjekkiet Invest A/S and conversion of bonds.

The milk price has in the first three quarters been marginal lower than budget. A milk price is expected on the current level for the last quarter. The milk production has in the period been a little lower than budget.

The prices on grain and oil seed are in total expected to be higher than budget. The dry weather in the spring and summer has put upwards press on the prices due to an expected lower production on the world market.

The harvest yields have been lower than budget due to a dry growth period.

The price on piglets has been low in the first three quarters, and it has contributed negatively to the result in the pig production. The pig production efficiency has been satisfactory. Low prices are still expected for the rest of the year.

The price on slaughter pigs is also low, and only a small increase is expected in the remaining part of the year.

The take-over in May 2018 of the pig production in Czech Republic has contributed positively to the result, including recognition of negative goodwill.

Risk assessment

FirstFarms has in the annual report for 2017 described the most essential risks for the company, and it is the management's opinion that this description is still adequate. The annual report and the risk assessment can be found on the company's website www.firstfarms.com.

Accounting policies

The interim financial report is prepared in accordance with IAS 34 "Presentation of interim financial reports" as adopted by the EU and Danish disclosure requirements for listed companies.

Accounting policies are, except for the below mentioned, unchanged compared to the consolidated financial statement and annual report for 2017, to which is referred.

FirstFarms A/S has implemented the standards and interpretations, which become effective for 2018. None of these standards have affected recognition and measurement in 2018.

The consolidated financial statement and annual report for 2017 contains the full description of accounting policies.

Company announcement no. 17/2018 for FirstFarms A/S
Page 4 of 14

FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund


FirstFarms

Expectations for 2018

FirstFarms maintains the announced expectations of an EBITDA result in the level of DKK 49-53 and an EBIT result in the level of DKK 22-26 million.

Financial calendar for 2019

26 March 2019 Annual report 2018
24 April 2019 Annual general meeting
28 May 2019 Interim financial report 1 January – 31 March 2019
27 August 2019 Interim financial report 1 January – 30 June 2019
26 November 2019 Interim financial report 1 January – 30 September 2019

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Management statement

The Management and Board of Directors of FirstFarms have today discussed and approved the interim financial report of FirstFarms A/S for the period 1 January – 30 September 2018.

The interim financial accounts, which has not been audited or reviewed by the independent auditors of the Company, has been prepared in accordance with IAS 34 – "Interim Financial Reporting" as adopted by the EU and additional Danish disclosure requirements for interim reports of listed companies.

In our opinion, the interim financial accounts give a true and fair view of the Group's assets, liabilities and financial position at 30 September 2018 and of the results of the Group's operations and cash flows for the period 1 January – 30 September 2018.

Further, in our opinion the Management's review gives a true and fair overview of the development in the Group's operations and financial matters, the results of the Group's operations and the Group's financial position as a whole.

Billund, 27 November 2018

Management

Anders H. Nørgaard
CEO

Board of directors

Henrik Hougaard
Chairman

Asbjørn Børsting

Jens Bolding Jensen

Bent Juul Jensen

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Income statement

The Group The Group The Group The Group The Group
DKK 1,000 Q1-Q3 2018 Q1-Q3 2017 Q3 2018 Q3 2017 2017
Turnover 168,431 134,786 82,114 68,410 190,666
Value adjustment of biological assets 33,507 5,735 7,399 2,223 24,505
Production costs -208,173 -155,085 -90,450 -76,817 -229,378
Grants 34,271 29,385 12,396 9,498 42,383
Gross profit/loss 28,036 14,821 11,459 3,314 28,176
Other operating income 5,596 3,983 272 1,286 1,472
Administration costs -12,607 -9,487 -3,769 -3,211 -12,333
Other operating costs 0 0 0 99 -215
EBIT result 21,025 9,317 7,962 1,488 17,100
Financial income 161 162 88 -22 629
Financial costs -10,222 -7,572 -3,720 -2,806 -12,735
Pre-tax result 10,964 1,907 4,330 -1,340 4,994
Tax on net profit -1,096 307 -1,117 244 -1,635
Net profit 9,868 2,214 3,213 -1,096 3,359
Earnings per share, DKK 1.78 0.43 0.58 -0.21 0.65
Diluted earnings per share, DKK 1.78 0.43 0.58 -0.21 0.65

Total income statement

The Group The Group The Group The Group The Group
DKK 1,000 Q1-Q3 2018 Q1-Q3 2017 Q3 2018 Q3 2017 2017
Net profit 9,868 2,214 3,213 -1,096 3,359
Other total income
Items, which can be re-classified to the income statement:
- Exchange rate adjustments by conversion of foreign units -1,695 -839 1,409 344 2,465
- Tax of other total income 0 0 0 0 0
Other total income after tax -1,695 -839 1,409 344 -2,465
Total income 8,173 1,375 4,622 -752 894

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Balance

The Group The Group The Group
DKK 1,000 Q3 2018 Q3 2017 2017
ASSETS
Non-current assets
Intagible assets
Goodwill 16,055 16,011 16,030
Land lease contracts 1,530 2,681 2,394
Total intagible assets 17,585 18,692 18,424
Tangible assets
Land and buildings 430,860 322,949 328,961
Plant and machinery 85,465 75,361 73,422
Fixtures and fittings, tools and equipment 4,139 2,377 3,061
Fixed assets under construction 16,635 11,891 8,857
Total tangible assets 537,099 412,578 414,301
Biological assets
Basic herd 31,016 30,740 32,328
Total biological assets 31,016 30,740 32,328
Other non-current assets
Deferred tax asset 10,118 11,932 10,112
Total other non-current assets 10,118 11,932 10,112
Total non-currents assets 595,818 473,942 475,165
Current assets
Inventories 88,808 53,068 45,952
Biological assets - breeding and crops 55,331 59,747 54,930
Receivables 15,746 9,933 9,501
Other receivables 45,722 39,171 21,461
Accruals and deferred expenses 3,493 5,482 3,429
Cash at bank and in hand 5,013 1,332 6,153
Total current assets 214,113 168,733 141,426
TOTAL ASSETS 809,931 642,675 616,591

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

The Group The Group The Group
DKK 1,000 Q3 2018 Q3 2017 2017
EQUITY AND LIABILITIES
Equity
Share capital 61,594 51,376 51,376
Reserve for exchange rate adjustment -27,208 -23,887 -25,513
Transferred result 335,489 286,009 289,210
Proposed dividend 0 0 0
Total equity 369,875 313,498 315,073
Liabilities
Non-current liabilities
Deferred tax 17,522 9,532 8,652
Credit institutions 118,097 82,644 67,868
Convertible bonds 129,945 61,181 110,664
Other non-current debt 6,532 9,511 0
Total non-current assets 272,096 162,868 187,184
Current liabilities
Credit institutions 98,782 92,965 43,489
Convertible bonds 750 0 27,165
Trade payables and other payables 57,041 61,418 31,224
Corporation tax 379 0 740
Accruals and deferred income 11,008 11,926 11,716
Total current liabilities 167,960 166,309 114,334
Total liabilities 440,056 329,177 301,518
TOTAL EQUITY AND LIABILITIES 809,931 642,675 616,591

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Equity statement (Condensed)

The Group The Group
DKK 1,000 Q1+Q3 2018 Q1+Q3 2017
EQUITY STATEMENT
Equity 1 January 315,073 292,823
Result of the period 9,866 2,214
Other total income -1,695 -839
Issuance of shares 46,631 19,300
Total development for the period 54,802 20,675
Equity 30 September 369,875 313,498

Cash flow statement (Condensed)

| DKK 1,000 | The Group
Q1-Q3 2018 | The Group
Q1-Q3 2017 |
| --- | --- | --- |
| Pre-tax result | 10,964 | 1,907 |
| Cash generated from operations (operating activities)
before changes in working capital | 32,662 | 21,294 |
| Cash flow from primary activities | 9,229 | 6,732 |
| Cash flow from operating activities | -1,572 | -1,510 |
| Cash flow from investing activities | -33,137 | -27,771 |
| - hereof purchase of Tjekkiet Invest | -17,539 | - |
| Cash flow from financing activities | 8,436 | 35,230 |
| Total cash flow | -26,273 | 5,949 |
| Available, at the beginning | -2,612 | -51,020 |
| Exchange rate adjustment of available | 4 | 30 |
| Available at closing | -28,881 | -45,041 |
| Available at closing is recognised as follows: | | |
| Available funds | 5,013 | 1,332 |
| Current bank debt | -33,894 | -46,373 |
| Available at closing | -28,881 | -45,041 |

1) In connection with the purchase of Tjekkiet Invest A/S, only a net of DKK 17.5 million was paid, as the remaining DKK 2.5 million is paid later on. There has also been issued convertible bonds for DKK 19.9 million and issued share for DKK 20.2 million.

Company announcement no. 17/2018 for FirstFarms A/S
Page 10 of 14
FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund


FirstFarms

Segment information

| Q1-Q3 2018
DKK 1,000 | Romanian activities | Slovakian activities | Hungarian activities | Czech activities | Total report compulsory segments |
| --- | --- | --- | --- | --- | --- |
| Total segment turnover | 39,907 | 71,025 | 30,652 | 26,847 | 168,431 |
| Grants | 11,203 | 17,712 | 3,243 | 2,112 | 34,270 |
| Value adjustment of biological assets | 8 | 9,369 | 15,120 | 1,518 | 33,507 |
| Financial income | 128 | 0 | 19 | 14 | 161 |
| Financial costs | -1,566 | -3,149 | -1,289 | -484 | -6,488 |
| Depreciations | -5,773 | -11,879 | -2,801 | -1,281 | -21,734 |
| Segment result before tax | 4,709 | 6,093 | -920 | 11,707 | 21,589 |
| Segment assets | 223,062 | 353,256 | 86,537 | 146,723 | 809,578 |
| Plant investments *) | 15,883 | 11,644 | 3,233 | 425 | 31,185 |
| Segment liabilities | 176,034 | 236,702 | 72,680 | 75,930 | 561,346 |

*) Plant investments are investments in machinery, land and buildings.

The result for Czech Republic covers only the period June to September 2018, and negative goodwill of DKK 4.9 million is recognised from the opening balance.

| Q1-Q3 2017
DKK 1,000 | Romanian activities | Slovakian activities | Hungarian activities | Czech activities | Total report compulsory segments |
| --- | --- | --- | --- | --- | --- |
| Total segment turnover | 37,058 | 73,043 | 24,685 | - | 134,786 |
| Grants | 9,845 | 17,294 | 2,246 | - | 29,385 |
| Value adjustment of biological assets | 4,400 | 1,982 | -647 | - | 5,735 |
| Financial income | 131 | 0 | 176 | - | 307 |
| Financial costs | -2,738 | -3,472 | -1,141 | - | -7,351 |
| Depreciations | -5,178 | -12,610 | -1,489 | - | -19,277 |
| Segment result before tax | 598 | 985 | 5,773 | - | 7,356 |
| Segment assets | 205,396 | 348,840 | 87,393 | - | 641,629 |
| Plant investments *) | 13,758 | 10,334 | 5,715 | - | 29,807 |
| Segment liabilities | 163,446 | 237,594 | 71,875 | - | 472,915 |

*) Plant investments are investments in machinery, land and buildings.

The result for Hungary covers only Q2 and Q3 2017, and revenue of DKK 2.6 million is recognised from the opening balance.

Fair value of biological assets enters level 3 in the fair value hierarchy, and we refer to note 5 in the annual account for 2017 for description of method used for statement of the fair value.

Company announcement no. 17/2018 for FirstFarms A/S
Page 11 of 14

FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund


FirstFarms

Reconciliation of report compulsory segments result Q1-Q3 Q1-Q3
DKK 1,000 2018 2017
Segment result before tax for report compulsory segments 21,589 7,356
Non-allocated result, Group function -10,625 -5,449
Result of continued operations before tax, cp income statement 10,964 1,907
Turnover
DKK 1,000 Q1-Q3 2018 Q1-Q3 2017
Sale of milk 42,791 42,186
Sale of cows and calves 6,270 4,100
Sales of piglets and slaughter pigs 51,438 18,327
Sale of corn etc. 61,269 61,001
Other turnover 6,663 9,172
Total 168,431 134,786

Company announcement no. 17/2018 for FirstFarms A/S

FirstFarms A/S

Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787

www.firstfarms.dk – www.firstfarms.com – [email protected]

CVR no.: 28312504 – Registered office: Billund


FirstFarms

Purchase of subsidiary

FirstFarms has on 28 May 2018 purchased Tjekkiet Invest A/S, which through a subsidiary produces slaughter pigs in Czech Republic. FirstFarms hereby adds, to the production of piglets in Hungary, production of slaughter pigs in Czech Republic by purchasing an implemented production facility.

The shares in Tjekkiet Invest A/S were partly paid with share in FirstFarms, partly by issuance of convertible bonds and partly by cash payment. The purchase price was agreed to DKK 60 million based on the price of FirstFarms' share in March 2018, when the agreement was entered.

The price of FirstFarms' share increased up to closing in May 2018, and the total purchase price can then be calculated to DKK 60.603 million with the share price of 50.00 at the closing day. The issued shares represent 7.9% of the existing shares before the issuance.

Hence, the purchase price can be specified as follows (DKK 1,000):

404,328 shares at price 50 20,216
Convertible bonds of nominal 19,896 at price 101.6 20,215
Cash payment 20,172
Total 60,603

The allocation of the purchase price of the net assets is shown in the table below:

DKK 1,000 Recognised value at take-over date
Tangible assets 115,298
Biological assets 12,364
Inventories 4,254
Receivables 7,650
Cash at bank and in hand 133
Credit institutions -55,679
Deferred tax -7,739
Trade payables -7,331
Other payables -3,433
Net assets taken over 65,517
Total acquisition price 60,603
Negative goodwill - recognised in other operating income 4,914

By selling the company to FirstFarms A/S, taking over shares and subscribing for convertible bonds in FirstFarms A/S, the shareholders in Tjekkiet Invest A/S get opportunity to sell their shares.

In connection with due diligence or later, there has not been identified need for provision to other conditions, including environmental obligations, which indicates that the negative goodwill can be assigned to unrecognised contingent liabilities.

The allocation of the purchase price is preliminary.

Recognised transaction costs of DKK 0.6 million are incurred in connection with the transaction.

The liquidity effect of the purchase in Q2 2018 entails the following (DKK 1,000):

Cash payment 20,172
Hereof for settlement after 30 September 2018 2,500
Taken over liquidities 133
Liquidity effect 17,539

Company announcement no. 17/2018 for FirstFarms A/S
Page 13 of 14
FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund


FirstFarms

Result before tax for Tjekkiet Invest for the recognised period is DKK 6.8 million excluding recognition of negative goodwill. If the whole period Q1-Q3 in 2018 had been recognised, the result before tax for Tjekkiet Invest would be DKK 3.2 million.

The turnover for the recognised period is DKK 26.8 million. If the whole period Q1-Q3 in 2018 had been recognised, the turnover would be DKK 54.8 million.

Company announcement no. 17/2018 for FirstFarms A/S
Page 14 of 14

FirstFarms A/S
Majsmarken 1 – 7190 Billund – Denmark – Tel.: +45 7586 8787
www.firstfarms.dk – www.firstfarms.com – [email protected]
CVR no.: 28312504 – Registered office: Billund