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Munters Group Interim / Quarterly Report 2010

Jul 22, 2010

2945_ir_2010-07-22_64523ff6-d5e9-43c7-a0f5-6251933b4182.pdf

Interim / Quarterly Report

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Interim report Second quarter, April – June 2010

An important milestone in Munters' development

  • Munters signed an agreement to divest its MCS division, which is therefore reported on separate lines as discontinued operations. The deal value amounts to around SEK 1,300 M and estimated impact on net profit after tax is approximately SEK 650 M in quarter 3 when the deal is closed
  • Order intake for continuing operations amounted to SEK 1,029 M (1,029), up 6% adjusted1
  • Net sales for continuing operations totaled SEK 910 M (1,013), down 5% adjusted1
  • EBIT for continuing operations before nonrecurring items amounted to SEK 87 M (86), up 7% adjusted1
  • Operating cash flow from continuing operations amounted to SEK 60 M (153)
  • Net earnings after tax for the period for continuing operations totaled SEK 57 M (47)
  • Earnings per share for continuing operations amounted to SEK 0.77 (0.64)
  • Net sales including discontinued operations amounted to SEK 1,566 M (1 694). EBIT including discontinued operations amounted to SEK 113 M (86)
Quarter 2 Six-month period
2010 2009 Change Adjusted
change 1
2010 2009 Change Adjusted
change 1
Continuing operations
Order intake, SEK M 1,029 1,029 0% 6% 1,890 2,031 -7% 1%
Net sales, SEK M 910 1,013 -10% -5% 1,682 1,980 -15% -8%
EBIT before nonrecurring
items, SEK M
87 86 1% 7% 127 108 18% 28%
EBIT, SEK M 87 79 10% 127 72 76%
EBIT margin, percent 9.6 7.8 7.6 3.6
Net earnings, SEK M 57 47 77 22
Earnings per share, SEK 0.77 0.64 1.05 0.30
Total, including discontinued operation
Net sales, SEK M 1,566 1,694 -8% 2,975 3,397 -12%
EBIT before nonrecurring
items, SEK M
113 86 31% 181 125 45%
Net earnings, SEK M 50 27 87 5
Earnings per share, SEK 0.67 0.36 1.17 0.07

Adjusted for currency effects 1

Comments by President and CEO Lars Engström

The quarter marked an important milestone in Munters' development. The divestment of MCS was entered into at a time when our product divisions had achieved stable profitability following a number of difficult quarters.

With our two core criteria of stability and profitability in place, Munters' continuing operations can now focus on organic growth and growth through acquisitions. The current quarter was the first since the second quarter of 2008 in which Munters' continuing operations succeeded in achieving positive organic order growth.

Our current focus is on the numerous opportunities that exist to broaden our geographic presence and product range in several business segments in Dehumidification and HumiCool. Operational streamlining, combined with a strong balance sheet, will enable us to increase the rate at which we implement our acquisition plans.

Munters is a global leader in energy-efficient air-treatment solutions and restoration services based on expertise in humidity and climate control technologies. Customers are served in a wide range of segments, the most important being the insurance, food and pharma industries. Manufacturing and sales are carried out through the Group's own companies in more than 30 countries. The Group has close to 4 000 employees and net sales of about SEK 6.5 billion. The Munters share is listed on the Nasdaq OMX Stockholm, Mid Cap.

For more information, www.munters.com.

President and CEO Lars Engström

CFO

Martin Lindqvist

Phone +46 8 626 63 03 [email protected]

Phone +46 8 626 63 06 [email protected]

Address

Munters AB (publ) Isafjordsg 1, Kista Entré P.O. Box 1188 S-164 26 Kista Sweden

Second quarter

Discontinued operations

In accordance with Munters' plans to focus on its core operations, the company signed an agreement to divest its MCS division to Triton. The value and cash-flow effect of the transaction amounted to around SEK 1,300 M, comprising a cash payment and repayment of intra-Group loans. The divestment is expected to be completed in the third quarter of 2010. The estimated impact on net earnings after tax in the third quarter will be approximately SEK 650 M.

The MCS division is the market leader in water and firedamage restoration, with sales of SEK 2,768 M in 2009 and 1,805 employees in 18 countries. Following the divestment, Munters plans to streamline its operations to focus on energyefficient air-treatment solutions based on expertise in humidity and climate control technologies.

Completion of the transaction is conditional upon approval from the relevant competition authorities, and Munters' fulfillment of the obligation to inform and consult with relevant employee bodies in each country where so is required.

In this interim report, the earnings generated by MCS are excluded from all income and expense items in the "Statement of comprehensive income" and are instead recognized in a net amount under "Net earnings from discontinued operations." In the "Statement of cash flows," MCS is recognized under the heading "Cash flow from discontinued operations." Assets and liabilities attributable to MCS are recognized on separate lines in the "Statement of financial position" as of June 30, 2010, under the respective items "Assets held for sale" and "Liabilities held for sale."

Order intake

During the second quarter, order intake for continuing operations amounted to SEK 1,029 M (1,029), up 6% adjusted1.

Increased demand in Europe and Asia was noted in the Dehumidification division. The US operations experienced a continued organic decline attributable to the industrial segment in the US.

In the HumiCool division, growth remained favorable in AgHort and HVAC standard products, while HVAC systems (PreCooler) and Mist Elimination continued to decline.

The order backlog fell 4% compared with the yearearlier period and amounted to SEK 1,163 M (1,207) at the end of the quarter, corresponding to a change of 0% adjusted1.

Net sales

Net sales for continuing operations declined to SEK 910 M (1,013), down 5% adjusted1. A stronger SEK compared with the year-earlier period had a negative impact of 5% on SEK-denominated net sales.

Earnings

EBIT for continuing operations amounted to SEK 87 M (79), corresponding to an operating margin of 9.6% (7.8).

Despite a decline in sales, profitability improved in both divisions due to increased gross margins and a reduction in overhead costs.

The closure of MCS Australia was completed according to plan. The total cost amounted to SEK 18 M.

Earnings from continuing operations after financial items totaled SEK 84 M (63) during the second quarter. Net earnings from continuing operations amounted to SEK 57 M (47) and earnings per share to SEK 0.77 (0.64). For the Group as a whole, net earnings amounted to SEK 50 M (27) and earnings per share to SEK 0.67 (0.36).

Cash flow

Operating cash flow from continuing operations amounted to SEK 60 M (153). Though the capital turnover improved in both divisions, the cash flow was lower than in the very strong second quarter 2009.

Third-quarter prospects

The Dehumidification division and parts of HumiCool are expected to recover.

1Adjusted for currency effects

Consolidated order intake for continuing operations 2000 – 2010

Consolidated net sales and EBIT for continuing operations 2000 – 2010

2004 and later in accordance with IFRS

Interim period

Order intake

Order intake for continuing operations declined 7% during the period to SEK 1,890 M (2,031), up 1% adjusted1.

Net sales

Consolidated net sales for continuing operations fell 15% to SEK 1,682 M (1,980), down 8% adjusted1.

Earnings

Consolidated EBIT for continuing operations increased to SEK 127 M (72). The operating margin was 7.6% (3.6).

Consolidated earnings from continuing operations after financial items amounted to SEK 120 M (39). Net earnings from continuing operations for the interim period totaled SEK 77 M (22) after tax burden of 36% (43). The Group's tax run rate is estimated not to be significantly affected by the divestment of division MCS. Earnings per share for continuing operations amounted to SEK 1.05 (0.30). For the Group as a whole, net earnings totaled SEK 87 M (5) and earnings per share amounted to SEK 1.17 (0.07).

Investments

Group investments in tangible assets for continuing operations amounted to SEK 18 M (26) during the

quarter. Depreciation, amortization and impairment totaled SEK 37 M (45).

Financial position

The equity ratio at the end of the period rose to 37% (35 at the beginning of the year). Interest-bearing assets totaled SEK 427 M (460 at the beginning of the year), and interest-bearing provisions and liabilities amounted to SEK 1,161 M (1,309 at the beginning of the year). Net debt declined SEK 115 M to SEK 734 M during the period. The Group has unutilized loan facilities of SEK 1,303 M. Munters' bank borrowings consist of a syndicated credit facility and bank loans granted to subsidiaries on an individual basis. During the year, the syndicated credit facility was amortized by SEK 98 M. The syndicated credit facility amounts to SEK 2,000 M and extends until 2012. Due to the upcoming divestment of division MCS, the Group's financing will be reviewed.

Personnel

The workforce in continuing operations at the end of the period corresponded to 2,082 permanent employees, which represents an increase by 65 employees from year-end and an increase with 16 employees since end of second quarter 2009. The number of permanent employees in the MCS division amounted to 1,750 (1,889) at the end of the period.

1Adjusted for currency effects

Divisional performance

Dehumidification division

The Dehumidification division has a function-based organization divided into three market areas: Americas, Europe and Asia & Pacific.

Second quarter Jan-Jun
Amounts in SEK M 2010 2009 2010 2009
Order intake 603 636 1,145 1,232
Change -5% -7%
Adjusted change1 0% 1%
Net sales 556 598 1,008 1,186
Change -7% -15%
Adjusted change1 -3% -8%
EBITA ex.
one-time items 68 70 100 97
Adjusted margin 12.2% 11.8% 9.9% 8.2%
EBITA 68 66 100 80
EBITA margin 12.2% 11.0% 9.9% 6.8%
  • Growth in Europe
  • Continued low order intake from the US industrial segment
  • Higher gross margins and lower overhead costs
  • Improvement in capital turnover

Second quarter

Following two consecutive quarters of stable but unchanged order intake, the division's European operations experienced noticeable growth. The division's Asian operations grew 25% while the US operations continued to face organic decline attributable to the industrial segment.

Sales declined 3% organically. The downturn was attributable to the order situation in the preceding quarter and a higher proportion of major projects with protracted lead times.

Profitability improved somewhat, despite the downturn in volumes. The division continued to report a stronger gross margin and a reduction in overhead costs, although the rate of improvement slowed since the relatively comprehensive improvement measures implemented in the second half of 2009 are now included in the comparative period.

Operating capital remained a focus area, and the division was highly successful in its efforts to improve its capital turnover.

1Adjusted for currency effects

Third-quarter prospects

A stabilization and improvement in demand is anticipated in all regions. The declining relative size of the industrial segment is expected to generate a continued mix-related decline in the gross margin, which will partly counteract the profitability improvement achieved to date.

HumiCool division

The HumiCool division is divided into three business areas: AgHort, Mist Elimination and HVAC (including PreCooler).

Second quarter Jan-Jun
Amounts in SEK M 2010 2009 2010 2009
Order intake 430 401 763 814
Change 7% -6%
Adjusted change1 14% 1%
Net sales 368 421 691 811
Change -13% -15%
Adjusted change1 -7% -8%
EBITA ex.
one-time items
35 34 57 39
Adjusted margin 9.5% 8.0% 8.3% 4.9%
EBITA 35 31 57 20
EBITA margin 9.5% 7.3% 8.3% 2.5%
  • Positive order growth in AgHort and HVAC standard products
  • Continued decline in order intake and sales in HVAC systems (PreCooler) and Mist Elimination
  • Improved gross margins and somewhat lower overhead costs

Second quarter

Order intake increased for the third consecutive quarter in AgHort and HVAC standard products. AgHort reported substantial growth in all regions. PreCooler and Mist Elimination noted a continued decline in demand.

HVAC experienced a gradual return to earlier order behavior for portable heaters at the distributor level, and a certain increase in pre-season orders was noted in the second quarter. The number of pre-season orders in the year-earlier period was reduced as a result of the financial crisis.

Sales increased in AgHort and HVAC standard products, but declined sharply in PreCooler and Mist Elimination with 76% and 20% respectively.

Despite declining volumes, profitability in the division improved. The gross margin increased in all segments, and overhead costs fell somewhat. As in the Dehumidification division, the rate of improvement slowed since the comparative period now includes extensive cost-saving measures.

Capital turnover improved during the quarter.

Third-quarter prospects

A continued recovery is anticipated for AgHort and HVAC standard products, while PreCooler and Mist Elimination are expected to remain at a low level.

HumiCool's review of the plant structure will continue. During the second half of 2010, the review is expected to cost SEK 30 M and will mainly focus on consolidating the division's Italian operations to Imperia, after which the plant in Mondovi will be closed.

Moisture Control Services (MCS) division undergoing sale

The MCS division has a country-based organization divided into three market areas: Northern Europe, Central Europe and US & Asia.

Second quarter Jan-Jun
Amounts in SEK M 2010 2009 2010 2009
Order intake 602 687 1,285 1,410
Change -12% -9%
Adjusted change1 2% 4%
Net sales 656 682 1,294 1,419
Change -4% -9%
Adjusted change1 7% 2%
EBITA ex.
one-time items
25 -1 52 15
Adjusted margin 3.8% -0.2% 4.0% 1.1%
EBITA 3 -18 30 -6
EBITA margin 0.4% -2.6% 2.3% -0.4%
  • Munters has signed an agreement to sell MCS to Triton
  • Closure of MCS Australia completed according to plan

Second quarter

Order intake and sales increased during the quarter. A certain portion of the division's sales pertained to outstanding invoicing following the cold and snowy first quarter.

Profitability increased to 3.8%, excluding nonrecurring items and the loss for the quarter in Australia.

The division's Australian operations were discontinued according to plan at a total cost of SEK 18 M, including the operating loss for the quarter.

The division incurred additional nonrecurring costs totaling SEK 4 M within the framework of its ongoing organizational changes.

Third-quarter prospects

No forecast has been issued since the division is currently being sold.

1Adjusted for currency effects, acquisition and divestments

SIGNIFICANT RISKS AND UNCERTAINTIES

Munters' exposure to risk can be divided primarily into two categories – operational risks and financial risks. Operational risks are dependent on weather, key personnel and key customers, and geographically dispersed operations involving small operational units. Financial risks consist mainly of currency, interest-rate and financing risks.

Demand for the company's products is affected by general economic trends. The recession has resulted in lower sales, thereby also reducing capacity utilization in manufacturing in the short term. The continuing trend in the global economy, including interest-rate and currency risks, represents an uncertainty factor concerning the earnings trend. Munters' previous acquisition frequency may result in integration-related risks.

A more detailed description of the operations' operational and financial risks and the Group's control and risk management activities is available in the "Risks and risk management" section on page 25 and in Note 3 of the Munters Annual Report for 2009, which is available at www.munters.com.

FORWARD-LOOKING STATEMENTS

Some statements in this report are forward looking, and the actual outcomes may be materially different. In addition to the factors explicitly discussed, other factors could have a material impact on actual outcomes, such as general business conditions, fluctuations in exchange rates and interest rates, political risks, the impact of competing products and their pricing, product development, commercial and technological difficulties, interruptions in supply and major customer-related bad debts.

TRANSACTIONS WITH RELATED PARTIES

There are no significant contractual relationships or transactions between Munters and its related parties, apart from the remuneration of senior executives.

PARENT COMPANY

The Parent Company reported profit of SEK 101 M (0) after financial items during the quarter. There were no external net sales (as in 2009). Cash and cash equivalents at the close of the period amounted to SEK 87 M (148 at the beginning of the year) and net debt to SEK 881 M (981 at the beginning of the year). Capital expenditure totaled SEK 2 M (3). The average number of employees at the close of the period was 32 (31).

FUTURE INFORMATION DATES

November 11, 2010 Interim report, January-September
2010
February 9, 2011 Year-end report 2010
April 26, 2011 Interim report, January-March 2011

PRESS AND ANALYST CONFERENCE

Munters will hold an audiocast and teleconference for the media, analysts and investors on Thursday, July 22, from 2:00 to 3:00 p.m.

The link to the audiocast is www.munters.com/ Investors/Calendar

Phone: Sweden +46 8 5051 3794 UK +44 20 7816 1968

AUDITORS' EXAMINATION REPORT

The auditors have not examined this interim report.

The undersigned give their assurance that this six-month report provides a true and fair view of the Parent Company's and the Group's operations, financial position and earnings, and describes the material risks and uncertainties to which the Parent Company and the companies included in the Group are exposed.

Anders Ilstam Kenneth Eriksson Bengt Kjell Chairman of the Board Board member Board member

Eva-Lotta Kraft Sören Mellstig Pia Nordquist Board member Board member Board member

Jan Svensson Ulf Wallén Kjell Åkesson

Kista, July 22, 2010

Lars Engström President and Chief Executive Officer Board member

Board member Board member Board member

Munters AB discloses the information provided herein pursuant to the Securities Markets Act and/or the Financial Instruments Trading Act. The information was submitted for publication on July 22, 2010 at 1:00 pm (CET).

CONSOLIDATED 2010 2009 2010 2009 2009/2010 2009
Apr-Jun Apr-Jun Jan-Jun Jan-Jun Jul-Jun Jan-Dec
Amounts in SEK M
Note
3 months 3 months 6 months 6 months 12 months 12 months
Order intake 1,029 1,029 1,890 2,031 3,443 3,584
Statement of comprehensive income
Net sales 910 1,013 1,682 1,980 3,461 3,759
Cost of goods sold -595 -689 -1,113 -1,404 -2,287 -2,578
Gross earnings 315 324 569 576 1,174 1,181
Gross margin 34.6% 32.0% 33.8% 29.1% 33.9% 31.4%
Other operating income 1 0 -2 4 -4 2
Selling expenses -122 -128 -234 -271 -450 -487
Administrative expenses -85 -93 -163 -190 -321 -348
Research and development costs -22 -22 -43 -45 -80 -82
Other operating expenses 0 -2 0 -2 -1 -3
EBIT - Earnings before interest and tax 87 79 127 72 318 263
EBIT margin 9.6% 7.8% 7.6% 3.6% 9.2% 7.0%
Financial income and expenses -3 -16 -7 -33 -24 -50
Earnings after financial income 84 63 120 39 294 213
Taxes -27 -16 -43 -17 -118 -92
Net earnings from continuing operations 57 47 77 22 176 121
Net earnings from discontinued operation
2
-7 -20 10 -17 41 14
Net earnings 50 27 87 5 217 135
Other comprehensive income
Actuarial gains and losses on defined benefit pension plans 0 0 -1 0 8 9
Cash flow hedges 1 -6 1 -4 6 1
Exchange differences on translating foreign operations 42 -22 27 17 -20 -30
Income tax relating to components of other comprehensive income 0 2 0 1 -3 -2
Other comprehensive income for the period, net of tax
continuing operations 43 -26 27 14 -9 -22
Other comprehensive income for the period, net of tax
2
-3 -2 -15 12 -17 10
discontinued operation
Other comprehensive income for the period, net of tax 40 -28 12 26 -26 -12
Total comprehensive income for the period continuing operations 100 21 104 36 167 99
Total comprehensive income for the period discontinued operation
2
Total comprehensive income for the period -10
90
-22
-1
-5
99
-5
31
24
191
24
123
Net earnings
Attributable to equity holders of the parent 49 27 86 5 215 134
Attributable to minority interest 1 0 1 0 2 1
50 27 87 5 217 135
Total comprehensive income
Attributable to equity holders of the parent 89 -1 98 31 189 122
Attributable to minority interest 1 0 1 0 2 1
90 -1 99 31 191 123
Earnings per share1
Continuing operations
Earnings per share, SEK 0.77 0.64 1.05 0.30 2.38 1.63
Earnings per share - after dilution, SEK 0.77 0.64 1.05 0.30 2.38 1.63
Total
Earnings per share, SEK 0.67 0.36 1.17 0.07 2.91 1.81
Earnings per share - after dilution, SEK 0.67 0.36 1.17 0.07 2.91 1.81

1 Earnings per share, before and after dilution, is based on net earnings attributable to equity holders of the parent

Segment information continuing operations

2010 2009 2010 2009 2009/2010 2009
Apr-Jun Apr-Jun Jan-Jun Jan-Jun Jul-Jun Jan-Dec
Amounts in SEK M 3 months 3 months 6 months 6 months 12 months 12 months
Order intake by division
Dehumidification division 603 636 1,145 1,232 2,147 2,234
HumiCool division 430 401 763 814 1,319 1,370
Eliminations -4 -8 -18 -15 -23 -20
Order intake 1,029 1,029 1,890 2,031 3,443 3,584
Net sales by division
Dehumidification division 556 598 1,008 1,186 2,122 2,300
HumiCool division 368 421 698 811 1,370 1,483
Eliminations -14 -6 -24 -17 -31 -24
Net sales 910 1,013 1,682 1,980 3,461 3,759
Operating earnings by division
Dehumidification division 68 66 100 80 271 251
operating margin 12.2% 11.0% 9.9% 6.8% 12.4% 10.9%
HumiCool division 35 31 57 20 108 71
operating margin 9.5% 7.3% 8.3% 2.5% 7.3% 4.8%
Central, eliminations etc. -12 -14 -24 -22 -48 -46
EBIT before amortizations, interest and tax 91 83 133 78 331 276
Amortizations on acquisition related intangible assets -4 -4 -6 -6 -13 -13
EBIT - Earnings before interest and tax 87 79 127 72 318 263
Dehumidification HumiCool Central,elim Total
Earnings by segment 2010 2010 2010 2010
Apr-Jun Apr-Jun Apr-Jun Apr-Jun
Amounts in SEK M 3 months 3 months 3 months 3 months
External net sales 544 366 910
Internal net sales 12 2 -14 0
Net sales 556 368 -14 910
Operating earnings 68 35 0 103
Amortization of surplus values -2 -2 -4
Undistributed costs -12 -12
EBIT - Earnings before interest and tax 66 33 -12 87
Financial items, net -3
Taxes -27
Net earnings from continuing operations 57
Net earnings from discontinued operation -7
Net earnings 50
Dehumidification HumiCool Central,elim Total
2009 2009 2009 2009
Apr-Jun Apr-Jun Apr-Jun Apr-Jun
Amounts in SEK M 3 months 3 months 3 months 3 months
External net sales 592 420 1,012
Internal net sales 6 1 -7 0
Net sales 598 421 -7 1,012
Operating earnings 66 31 -2 95
Amortization of surplus values -2 -2 -4
Undistributed costs -12 -12
EBIT - Earnings before interest and tax 64 29 -14 79
Financial items, net -16
Taxes -16
Net earnings from continuing operations 47
Net earnings from discontinued operation -20
Net earnings 27

CONSOLIDATED

Statement of financial position 2010 2010 2009 2009
Amounts in SEK M 30 Jun 31 Mar 31 Dec 30 Jun
ASSETS
Fixed assets
Buildings and land 148 191 197 206
Plant and machinery 108 109 116 140
Equipment, tools, fixtures and fittings 42 227 241 295
Construction in progress 9 8 15 17
Patent, trademarks and similar rights 99 120 127 140
Goodwill 765 890 926 974
Participation in associated companies 0 0 0 2
Other long-term receivables 17 22 28 29
Deferred tax assets 125 142 148 160
1,313 1,709 1,798 1,963
Current assets
Inventory etc. 462 471 427 569
Accounts receivable 554 939 1,051 1,080
Other receivables 186 221 235 255
Cash and cash equivalents 321 401 458 367
1,523 2,032 2,171 2,271
Assets held for sale 1,046
TOTAL ASSETS 3,882 3,741 3,969 4,234
EQUITY AND LIABILITIES
Equity 1,431 1,415 1,407 1,316
Long-term liabilities
Interest-bearing liabilities 941 953 1,100 1,395
Provisions 147 192 205 213
Deferred tax liabilities 70 79 81 84
Other liabilities 0 0 1 7
1,158 1,224 1,387 1,699
Current liabilities
Interest-bearing liabilities 34 32 31 15
Advances from customers 72 62 66 87
Accounts payable 375 421 479 478
Provisions 84 83 81 86
Other liabilities 337 504 518 553
902 1,102 1,175 1,219
Liabilities held for sale 391
TOTAL EQUITY AND LIABILITIES 3,882 3,741 3,969 4,234

Statement of changes in equity

Share
foreign
Retained
attributable to equity
Minority
capital
operations
earnings
holders of the parent
interest
Balance at 1 January 2009
131
99
1,048
1,278
7
Changes in equity 2009
Dividend
-1
Total equity
1,285
-1
Total comprehensive income for the year
-23
145
122
1
123
Balance at 31 December 2009
131
76
1,193
1,400
7
1,407
Changes in equity 2010
Dividend
-74
-74
-1
-75
Total comprehensive income for the year
10
89
98
1
99
Balance at 30 June 2010
131
86
1,208
1,424
7
CONSOLIDATED
Statement of cash flows 2010 2009 2010 2009 2009/2010 2009
Apr-Jun Apr-Jun Jan-Jun Jan-Jun Jul-Jun Jan-Dec
Amounts in SEK M 3 months 3 months 6 months 6 months 12 months 12 months
Operating activities
Earnings after financial items 84 63 120 39 294 213
Reversal of depreciation etc. 19 23 37 45 77 85
Other earnings not affecting cash flow -1 14 - 6 -10 -4
Taxes paid -37 -69 -52 -73 -129 -150
Cash flow from operating activities
before changes in working capital 65 31 105 17 232 144
Cash flow from changes in working capital
Changes in inventory -60 22 -85 31 14 130
Changes in accounts receivable -33 94 43 134 11 102
Changes in other receivables - 13 8 -11 21 2
Changes in accounts payable 64 -2 48 -17 41 -24
Changes in other liabilities 31 6 25 -15 -9 -49
Sum of changes in working capital 2 133 39 122 78 161
Cash flow from operating activities 67 164 144 139 310 305
Investing activities
Acquisitions and divestments of businesses - 2 - -2 - -2
Investments in intangible assets -1 -1 -2 - -5 -3
Investments in tangible assets -10 -11 -18 -27 -35 -44
Sales of tangible assets 4 1 5 1 9 5
Change in other financial assets - - 1 1 1 1
Cash flow from investing activities -7 -9 -14 -27 -30 -43
Financing activities
Changes in loans 57 -104 -15 -260 -104 -349
Dividend paid -74 - -74 - -74 -
Cash flow from financing activities -17 -104 -89 -260 -178 -349
Cash flow for the period from continuing operations 43 51 41 -148 102 -87
Cash flow from discontinued operation
Cash flow from operating activities 40 74 28 125 155 252
Cash flow from investing activities -11 -25 -17 -48 -24 -55
Cash flow from financing activities -51 -32 -79 -7 -211 -139
Cash flow for the period from discontinued operation -22 17 -68 70 -80 58
Cash flow for the period 21 68 -27 -78 22 -29
Cash and cash equivalents at beginning of period 401 352 458 490 251 490
Exchange-differences in cash and cash equivalents
1
6 -53 -4 -45 38 -3
Cash and cash equivalents at end of period 427 367 427 367 311 458
Operating cash flow from continuing operations 60 153 130 114 280 264
Net debt structure
Short-term interest-bearing liabilities - - 41 15 41 31
Long-term interest-bearing liabilities - - 943 1,395 943 1,100
Defined benefit pension plans - - 177 188 177 178
Interest-bearing liabilities - - -427 -367 -427 -460
Net debt - - 734 1,231 734 849

1 In cash and cash equivalents at end of period SEK 107 M refers to discountinued operations.

CONSOLIDATED

Quarterly overview - Consolidated earnings, share data and cash flow

2010 2009 2008
Amounts in SEK M Q2 Q1 Q4 Q3 Q2 Q1 Q4 Q3 Q2 Q1
Order intake 1,029 861 775 777 1,029 1,002 916 873 1,043 914
Income statement
Net sales 910 772 902 877 1,013 967 1,073 911 903 876
Operating expenses -823 -732 -784 -804 -934 -975 -989 -836 -823 -804
EBIT 87 40 118 73 79 -8 84 75 80 72
EBIT margin 9.6% 5.2% 13.1% 8.3% 7.8% -0.8% 7.8% 8.2% 8.9% 8.2%
Financial income and expense -3 -4 -4 -13 -16 -17 -13 -12 -13 -13
Earnings after financial items 84 36 114 60 63 -25 71 63 67 59
Taxes -27 -16 -50 -26 -15 -1 -38 -23 -24 -21
Net earnings from continuing operations 57 20 64 34 48 -26 33 40 43 38
Net earnings from discontinued operation -7 17 30 1 -21 4 -15 0 6 20
Net earnings 50 37 94 35 27 -22 18 40 49 58
Depreciations and amortizations continuing operations -19 -19 -19 -21 -23 -22 -21 -18 -17 -24
Statement of financial position
ASSETS
Fixed assets
Tangible assets 298 535 569 590 658 688 664 619 592 577
Intangible assets 873 1,010 1,053 1,044 1,114 1,149 1,120 965 911 876
Other fixed assets 142 164 176 181 191 182 149 115 107 107
1,313 1,709 1,798 1,815 1,963 2,019 1,933 1,699 1,610 1,560
Current assets
Inventory etc. 462 471 427 518 569 617 589 668 622 577
Accounts receivable 554 939 1,051 1,011 1,080 1,248 1,354 1,174 1,182 1,197
Other receivables 186 221 235 226 255 269 248 231 192 179
Cash and cash equivalent 326 401 458 369 367 352 490 251 242 242
1,528 2,032 2,171 2,124 2,271 2,486 2,681 2,324 2,238 2,195
Assets held for sale 1,041 - - - - - - - - -
TOTAL ASSETS 3,882 3,741 3,969 3,939 4,234 4,505 4,614 4,023 3,848 3,755
EQUITY AND LIABILITIES
Equity 1,431 1,415 1,407 1,273 1,316 1,317 1,285 1,188 1,076 1,198
Long-term liabilities 217 271 287 293 304 328 308 245 240 239
Interest-bearing liabilities 975 985 1,131 1,262 1,410 1,586 1,694 1,418 1,392 1,214
Accounts payable 375 421 479 408 478 507 537 437 460 414
Other current liabilities 493 649 665 703 726 767 790 735 680 690
3,491 3,741 3,969 3,939 4,234 4,505 4,614 4,023 3,848 3,755
Liabilities held for sale 391 - - - - - - - - -
TOTAL EQUITY AND LIABILITIES 3,882 3,741 3,969 3,939 4,234 4,505 4,614 4,023 3,848 3,755
Statement of cash flows
From operating activities 67 77 67 99 164 -25 223 27 17 -10
From investing activities -7 -7 -8 -8 -9 -19 -69 -19 -26 -36
From financing activities -17 -72 -86 -2 -104 -155 25 -46 -20 27
Cash flow for the period from continuing operations 43 -2 -27 89 51 -199 179 -38 -29 -19
Cash flow for the period from discontinued operation -22 -45 77 -88 17 53 32 34 28 -8
Cash flow for the period 21 -47 50 1 68 -146 211 -4 -1 -27
Operating cash flow from continuing operations 60 69 60 91 153 -41 212 14 11 -46

Quarterly overview - Divisions continuing operations

2010 2009 2008
Amounts in SEK M Q2 Q1 Q4 Q3 Q2 Q1 Q4 Q3 Q2 Q1
Order intake
Dehumidification division 603 542 499 503 636 596 608 511 528 487
HumiCool division 430 333 278 278 401 413 314 369 525 436
Eliminations -4 -14 -2 -4 -8 -7 -6 -7 -10 -9
Order intake 1,029 861 775 777 1,029 1,002 916 873 1,043 914
Net sales
Dehumidification division 556 452 558 556 598 588 645 495 478 433
HumiCool division 368 323 349 324 421 389 435 425 433 451
Eliminations -14 -3 -5 -3 -6 -10 -7 -9 -8 -8
Net sales 910 772 902 877 1,013 967 1,073 911 903 876
Operating earnings
Dehumidification division 68 32 106 65 66 14 75 48 45 33
operating margin 12.2% 7.1% 19.0% 11.7% 11.0% 2.4% 11.7% 9.6% 9.5% 7.6%
HumiCool division 35 22 31 20 31 -11 23 36 44 51
operating margin 9.5% 6.9% 8.6% 6.3% 7.3% -2.8% 5.5% 8.5% 10.2% 11.4%
Group overheads, eliminations etc. -16 -14 -19 -12 -18 -11 -14 -9 -9 -12
Earnings before interest and tax 87 40 118 73 79 -8 84 75 80 72
EBIT margin 9.6% 5.2% 13.1% 8.3% 7.8% -0.8% 4.0% 8.2% 8.9% 8.2%
Operating capital
Dehumidification division - Assets 736 672 716 721 798 883 855 703 675 649
Dehumidification division - Liabilities -263 -222 -213 -225 -260 -267 -265 -179 -195 -173
HumiCool division - Assets 628 575 606 627 691 759 787 821 818 767
HumiCool division - Liabilities -186 -146 -180 -157 -179 -178 -206 -239 -251 -225
Central, eliminations 76 71 79 73 80 82 79 59 52 65
Operating capital 991 950 1,008 1,039 1,130 1,279 1,250 1,165 1,099 1,083
Permanent employees
Dehumidification division 1,199 1,197 1,198 1,214 1,238 1,293 1,301 1,173 1,196 1,184
HumiCool division 859 783 797 788 805 795 866 908 914 959
Central 24 25 22 23 23 25 24 24 24 21
Number of permanent employees 2,082 2,005 2,017 2,025 2,066 2,113 2,191 2,105 2,134 2,164

Operating capital consists of accounts receivable (external and internal), inventory, accounts payable, advances from customers and fixed assets excluding goodwill.

CONSOLIDATED

Key figures and financial overview

2,010 2,009 2,008
Q2 Q1 Q4 Q3 Q2 Q1 Q4 Q3 Q2 Q1
Equity ratio, % 36.9 37.8 35.4 32.3 31.1 29.2 27.8 29.5 28.0 31.8
Net debt, SEK M 734 761 849 1,080 1,231 1,423 1,390 1,311 1,292 1,119
Net debt ratio, times 0.5 0.5 0.6 0.9 0.9 1.1 1.1 1.1 1.2 0.9
Interest coverage ratio, times 10.9 9.5 12.9 9.9 3.6 0.2 3.1 3.6 5.5 6.3
Interest coverage ratio, times (4 quarters) 10.9 8.3 5.3 3.3 2.7 3.1 4.4 6.0 7.5 8.6
Capital turnover rate, times (4 quarters) 2.8 2.2 2.2 2.3 2.4 2.4 2.4 2.5 2.5 2.6
Investments in tangible assets
continuing operations, SEK M
10 8 8 10 11 15 13 13 7 36
Profitability ratios
Return on equity, % 6.2 2.6 2.9 2.7 2.0 -1.7 1.5 3.5 4.3 4.8
Return on equity, % (4 quarters) 14.5 10.2 6.0 4.6 5.1 7.0 13.8 21.4 26.1 25.4
Return on capital employed, % 6.2 2.7 5.3 3.6 2.0 0.1 2.6 3.1 3.6 4.2
Return on capital employed, % (4 quarters) 17.4 13.1 10.4 8.2 7.9 9.4 13.6 17.8 20.8 22.8
Return on total capital, % (4 quarters) 11.9 9.0 7.1 5.6 5.4 6.4 9.2 12.1 14.1 15.3
Share data
Earnings per share continuing operations, SEK 0.77 0.28 0.87 0.46 0.64 -0.34 0.45 0.54 0.57 0.51
Earnings per share after dilution cont. operations, SEK 0.77 0.28 0.87 0.46 0.64 -0.34 0.45 0.54 0.57 0.51
Earnings per share, SEK 0.67 0.50 1.27 0.47 0.36 -0.29 0.24 0.53 0.66 0.78
Earnings per share after dilution, SEK 0.67 0.50 1.27 0.47 0.36 -0.29 0.24 0.53 0.66 0.78
Equity per share, SEK 19.28 19.06 18.94 17.13 17.71 17.72 17.28 15.99 14.48 16.11
Equity per share after dilution, SEK 19.28 19.06 18.94 17.13 17.71 17.72 17.28 15.99 14.48 16.11
Average no of shares outstanding, thousand 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933
No of shares outstanding at period-end, thousand 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933 73,933
Number of treasury shares, thousand 1,067 1,067 1,067 1,067 1,067 1,067 1,067 1,067 1,067 1,067
Stock price at period-end, SEK 47.70 52.00 46.60 50.00 37.20 23.50 38.40 48.50 57.25 68.50
Market cap at period-end, SEK M1 3,578 3,900 3,495 3,750 2,790 1,763 2,880 3,638 4,294 5,138

No of outstanding shares as per closing day amounts to 73 933 050

The market cap is calculated on total number of shares, including treasury shares

Personnel

Number of permanent employees at period-end, remaining business 2,082 2,005 2,017 2,025 2,066 2,113 2,191 2,105 2,134 2,164
Number of permanent employees at period-end, including discontinued
operations
3,832 3,778 3,822 3,879 3,955 4,072 4,135 4,047 4,086 4,102

Financial overview Group - 5 years

2,010 2009 2008 2007 2006
Q2 Q2 Q2 Q2 Q2
Continuing operations
Sales and earnings
Net sales, SEK M 910 1,013 903 919 821
EBIT, SEK M 87 79 80 109 100
EBIT margin, % 9.6 7.8 8.9 11.9 12.2
Net earnings, SEK M 66 30 70 67 64
Earnings per share, SEK 0.67 0.36 0.51 0.90 0.93
Total, including discontinued operation
Business and financial ratios
Return on equity, % 6.2 2.0 4.3 5.2 5.5
Return on capital employed, % 6.2 2.0 3.6 4.8 7.1

Definitions of the financial key figures can be found on page 73 in the Annual Report 2009.

PARENT COMPANY

MUNTERS AB

Income statement 2010 2009 2,010 2,009 2009/2010 2009
Apr-Jun Apr-Jun Jan-Jun Jan-Jun Jul-Jun Jan-Dec
Amounts in SEK M 3 months 3 months 6 months 6 months 12 months 12 months
Net sales 15 14 30 27 65 62
Gross earnings 15 14 30 27 65 62
Other operating income 0 1 0 1 1 2
Selling expenses 0 0 0 0 0 0
Administrative expenses -30 -34 -61 -55 -139 -133
Other operating expenses 0 0 0 0 1 1
EBIT - Earnings before interest and tax -15 -19 -31 -27 -72 -68
Financial income and expenses 116 19 154 25 155 26
Earnings after financial items 101 0 123 -2 83 -42
Transfer to tax allocation reserve - - - - -3 -3
Income taxes 1 4 2 4 11 13
Net earnings 102 4 125 2 91 -32

Balance sheet

2010 2,010 2,009 2009
Amounts in SEK M 30 Jun 31 Mar 31 Dec 30 Jun
ASSETS
Fixed assets
Equipment, tools, fixtures and fittings 6 5 6 6
Patent, licenses and similar rights 15 17 18 18
Participations in subsidiaries 985 904 904 800
Receivables from subsidiaries 1,021 1,120 1,247 1,576
2,027 2,046 2,175 2,400
Current assets
Receivables from subsidiaries 55 52 57 44
Other receivables 43 33 34 41
Cash and cash equivalents 87 104 148 61
185 189 239 146
TOTAL ASSETS 2,212 2,235 2,414 2,546
EQUITY AND LIABILITIES
Equity 1,074 1,047 1,024 1,008
Untaxed reserves 22 22 22 19
Long-term liabilities
Interest-bearing liabilities 938 946 1,091 1,359
Provisions 39 39 39 39
977 985 1,130 1,398
Current liabilities
Liabilities to subsidiaries 114 159 213 100
Accounts payable 3 3 2 5
Other liabilities 22 19 23 16
139 181 238 121
TOTAL EQUITY AND LIABILITIES 2,212 2,235 2,414 2,546

Notes

Note 1. Accounting policies

Like the annual accounts for 2009, the consolidated financial statements for the second quarter of 2010 were prepared in compliance with International Financial Reporting Standards (IFRS) as adopted by the EU and with the Swedish Annual Accounts Act. The Parent Company's financial statements were prepared in compliance with the Swedish Annual Accounts Act and with the Swedish Financial Reporting Board's recommendation RFR 2.2 Accounting for Legal Entities.

This quarterly report has been prepared in accordance with IAS 34. In this document, the term "IFRS" includes the application of both IAS and IFRS, and the interpretations of these standards published by the IASB's Standards Interpretation Committee (SIC) and its International Financial Reporting Interpretations Committee (IFRIC).

The Group uses the same accounting policies as described in its 2009 Annual Report. New and revised IFRSs that became effective after January 1, 2010 did not affect Munters' financial position or earnings.

Note 2. Divestment of MCS division

Munters signed an agreement to divest its MCS division during the second quarter of 2010. Since the transaction is expected to be completed in the third quarter, the figures referring to the divestment in this interim report are preliminary.

In accordance with IFRS 5 Non-current Assets Held for Sale and Discontinued Operations, net earnings from MCS are recognized under the item "Net earnings from discontinued operations" in the "Consolidated statement of comprehensive income." This entails that income and expense for MCS have been excluded from other profit/loss items for the current period and all earlier periods. In the "Statement of cash flows," MCS is recognized under the heading "Cash flow from discontinued operations." Comparisons are based on the segment reporting for MCS. Adjustments have also been made to allocate historical financing and tax expenses to MCS.

Assets and liabilities attributable to MCS are recognized on separate lines in the "Statement of financial position" as of June 30, 2010, under the respective items "Assets held for sale" and "Liabilities held for sale." In the "Statement of financial position" for earlier periods, the MCS division's assets and liabilities have not been separated from the other areas of the Group, but rather correspond with the previously published "Statement of financial position."

This report is a translation of the Swedish version. In the event of any discrepancies between this translation and the Swedish version, the Swedish shall prevail.