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Grenke AG Earnings Release 2012

Oct 2, 2012

189_rns_2012-10-02_0f6fcd19-9c80-483c-8822-23c1e0234e90.html

Earnings Release

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Corporate | 2 October 2012 07:21

GRENKELEASING AG: : Sustained pace of growth in new business – new business up by 18% in first nine months of 2012

GRENKELEASING AG / Key word(s): Miscellaneous

02.10.2012 / 07:21


Sustained pace of growth in new business – new business up by 18% in first nine months of 2012

– New business in the GRENKE Group amounts to EUR 726 million in the first nine months of 2012 – corresponding to growth of 18.0%

– Contribution margin (CM) 2 on new business in the GRENKE Group reaches EUR 113.1 million in the first nine months of 2012 – CM2 margin of 17.4% (leasing business) remains at a very high level

– International share of new business at 65.6%

Baden-Baden, October 2, 2012: In the first nine months of 2012, the volume of new business in the GRENKE Group (incl. franchise partners) – i.e. the total of the acquisition costs of newly acquired leasing assets and the factoring volume – amounted to EUR 726.0 million (in the first nine months of 2011: EUR 615.0 million). This corresponds to growth of 18.0%, meaning that we are well on the way to achieving growth in new business of around 15.0% for 2012.

The contribution margin (CM) 2 on new business in the GRENKE Group reached EUR 113.1 million in the first nine months of 2012. In this nine-month period, we increased the contribution margin 2 on leasing business to 17.4% after 15.5% in 2011. This increase in the contribution margin demonstrates that we are continuing to implement our growth in new business with high and risk-appropriate margins and above-average profitability.

International business contributed a share of 65.6% to the GRENKE Group’s new business (previous year: 60.8%). As before, the main factor driving growth was international expansion.

In the third quarter of 2012, we carried out further cell divisions as part of our market penetration strategy in order to further increase our presence. We established our 24th German location in Freiburg. In Italy we opened a branch in Florence and are now represented at nine locations there. We also opened a third location in both Ireland (Fingal) and Poland (Wroclaw).

In the first nine months of 2012, the GRENKE Group recorded 183,891 leasing applications (of which 139,820 were international), on the basis of which 76,935 new leasing contracts (of which 55,717 were international) were generated. The average value per leasing contract was around EUR 8,328, representing a slight increase as against the previous year (in the first nine months of 2011: EUR 8,140).

Our conversion rate (applications to contracts) in the first nine months of 2012 was 42%, thus remaining below our target level. The conversion rate on our international markets is still lower than the Group conversion rate, as we are not yet as well known on the new markets and are maintaining our cautious risk policy on individual international markets.

All figures in EUR million

New business 9M-2012 9M-2011 % change
GRENKE Group including franchise partners + factoring 726.0 615.0 18.0
– of which: Germany 249.8 241.2 3.6
– of which: International * 424.7 349.7 21.5
– of which: Franchise international * 51.5 24.1 113.7
New business 9M-2012 9M-2011 % change
GRENKE Group leasing business 640.7 554.9 15.5
– of which: Germany 192.7 197.0 -2.2
– of which: International * 424.7 349.7 21.5
– of which: Franchise international * 23.3 8.2 184.6
New business 9M-2012 9M-2011 % change
GRENKE Group factoring 85.2 60.1 41.9
– of which: Germany 57.0 44.2 29.2
– of which: Franchise international (CH) 28.2 15.9 77.1
GRENKE Bank 9M-2012 9M-2011 % change
Deposits 197.9 149.3 32.6
Business start-up financing volume 4.0 0.5 710.8

* In the third quarter of 2012, we took over our franchise partners in Spain (Madrid/Malaga), Romania and Portugal. Their new business volume is no longer included in the franchise partner volume. The figures were restated for the year as a whole.

New business from leasing by international markets in EUR million

9M-2012 9M-2011 % change
France 148.3 125.2 18.4
Switzerland 16.2 13.1 23.3
Italy 89.8 74.4 20.7
Spain 21.2 15.8 34.6
United Kingdom 41.9 34.0 23.3
Poland 9.8 8.8 11.9
Netherlands 14.7 10.0 46.6
Portugal 25.9 22.9 13.0

* In the third quarter of 2012, we took over our franchise partners in Spain (Madrid/Malaga), Romania and Portugal. Their new business volume is no longer included in the franchise partner volume. The figures were restated for the year as a whole.

The CM1 margin of the GRENKE Group’s leasing operations (contribution margin 1 to acquisition values) exceeded our target of 10% in the first nine months of 2012, amounting to a value of EUR 86.4 million (in the first nine months of 2011: EUR 60.0 million – comparative figure for leasing business). The corresponding contribution margin 2 rose by 29.5% year-on-year to EUR 111.7 million.

Development of contribution margin 2 (CM2) in EUR million

9M-2012 9M-2011 % change
GRENKE Group including franchise partners + factoring 113.1 87.6 29.1
– of which: Germany 27.2 27.3 -0.1
– of which: International * 80.1 59.0 35.8
– of which: Franchise business international * 5.8 1.3 332.5
9M-2012 9M-2011 % change
GRENKE Group leasing business 111.7 86.2 29.5
– of which: Germany 26.4 26.2 0.6
– of which: International * 80.1 59.0 35.8
– of which: Franchise business international * 5.2 1.0 417.0
9M-2012 9M-2011 % change
France 28.7 21.0 36.9
Switzerland 3.6 2.6 40.3
Italy 16.4 10.6 54.6
Spain 3.9 2.4 65.4
United Kingdom 8.1 6.8 18.7
Poland 0.9 0.9 -3.3
Netherlands 2.3 1.9 24.8
Portugal 5.0 4.3 16.9

* In the third quarter of 2012, we took over our franchise partners in Spain (Madrid/Malaga), Romania and Portugal. Their new business volume is no longer included in the franchise partner volume. The figures were restated for the year as a whole.

The profit margin in relation to the factoring volume of EUR 85.2 million amounted to 2.3% (in the first nine months of 2011: 2.27%). This margin is based on an average factoring period of around 33 days (in the first nine months of 2011: around 37 days).

‘In the third quarter, we succeeded in maintaining the pace of growth in new business from the previous quarters. This means that we are well on the way to achieving the planned new business growth of around 15% for 2012. As in previous quarters, we are currently generating an attractive contribution margin in new business that more than covers the risks of our business. We continued to press ahead with our expansion in the third quarter of 2012 and further cell divisions are planned over the course of the fourth quarter’, commented Wolfgang Grenke, Chairman of the Board of Directors of GRENKELEASING AG, on the result.

‘With regard to refinancing, we remain excellently positioned. Following the extremely successful bond placements in the first half of 2012, we carried out only relatively minor refinancing in the third quarter in order to reinforce our successful presence on the capital market. On the basis of this position, and thanks to an upgrade of our issuer debt rating to BBB+ with stable outlook by the rating agency S&P, we are still able to continue expanding our market share in the future’, explained Jörg Eicker, CFO of GRENKELEASING AG.

On October 25, 2012 the company is to publish the full quarterly financial report as per September 30, 2012.

Should you have any queries, please contact:

Renate Hauss

Phone: +49 7221 5007-204

Fax: +49 7221 5007-4218

E-mail: [email protected]

Internet http://www.grenke.de , http://www.grenkeleasing.de , http://www.grenkebank.de , http://www.grenkefactoring.de

The GRENKE Group

The GRENKE Group is a broadly diversified provider of financial services for small and medium-sized companies and private customers.

The range of services offered by the GRENKE Group covers small-ticket IT leasing and factoring and – through GRENKE Bank – traditional online banking services.

The GRENKE Group is independent of vendors and banks and holds a leading market position in Europe in the field of small-ticket IT leasing for products such as PCs, notebooks, copiers, printers, or software of relatively low asset value. The GRENKE Group operates in 24 countries and employs more than 700 staff.

GRENKELEASING AG is listed in the Prime Standard of the Frankfurt Stock Exchange and is included in the SDAX. GRENKELEASING AG shares are listed in the SDAX on the Frankfurt Stock Exchange with the code GLJ, ISIN DE0005865901.

Information on the GRENKE Group and its products is available on the Internet at http://www.grenke.de, http://www.grenkeleasing.de, http://www.grenkebank.de, and http://www.grenkefactoring.de.

End of Corporate News


02.10.2012 Dissemination of a Corporate News, transmitted by DGAP – a company of EquityStory AG.

The issuer is solely responsible for the content of this announcement.

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Language: English
Company: GRENKELEASING AG
Neuer Markt 2
76532 Baden-Baden
Germany
Phone: +49 (0)7221 50 07-204
Fax: +49 (0)7221 50 07-112
E-mail: [email protected]
Internet: www.grenke.de
ISIN: DE0005865901
WKN: 586590
Indices: SDAX
Listed: Regulierter Markt in Frankfurt (Prime Standard); Freiverkehr in Berlin, Düsseldorf, Hamburg, München, Stuttgart
End of News DGAP News-Service
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187317  02.10.2012