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Viohalco S.A.

Quarterly Report Sep 21, 2023

4023_ir_2023-09-21_a2ba167f-0a42-4840-847f-699572ee5302.pdf

Quarterly Report

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For the six-month period ended 30 June 2023

CONTENTS

Interim management report 2
Management Statement 18
Shareholder Information 19
Condensed Consolidated Interim Financial Statements20
Condensed Consolidated Statement of Financial Position 21
Condensed Consolidated Statement of Profit or Loss 22
Condensed Consolidated Statement of Profit or Loss and Other Comprehensive Income 23
Condensed Consolidated Statement of Changes in Equity 24
Condensed Consolidated Statement of Cash Flows 25
Notes to the Condensed Consolidated Interim Financial Statements 26
Statutory auditor's report on review of condensed consolidated Interim Financial Statements for the period ended
30 June 2023
41
Appendix – Alternative Performance Measures (APMs) 42

This section focuses on Viohalco's business performance for the period ended 30 June 2023. Interim financial statements, prepared in accordance with IAS 34, are presented on pages 20 to 40.

Financial performance remains strong amid market headwinds

Financial highlights

  • Consolidated revenue at EUR 3.4 billion down by 6.5% (H1 2022: EUR 3.6 billion), mainly due to softening demand in the aluminium and steel segments and lower metal prices, counterbalanced by the strong performance of the cables and steel pipes segments.
  • Consolidated adjusted EBITDA at EUR 269 million versus EUR 355 million in H1 2022. Revenue reduction and inflationary pressures were the main causes for this decline; Consolidated EBITDA decreased to EUR 225 million (H1 2022: EUR 412 million).
  • Consolidated profit before income tax amounted to EUR 61 million versus EUR 293 million in H1 2022, further impacted by the increased interest rates.

Operational highlights

  • Sustainability megatrends remain strong. The energy transition and the switch towards a low carbon economy significantly enhanced the demand for products with direct applications to the expanding deployment of RES and EV manufacturing.
  • Major contract wins and successful delivery of existing projects, with substantial order backlog in the cables and steel pipes segments.
  • Resilience against softening demand for aluminium and steel products, with the ability to keep gaining market share against a challenging macroeconomic backdrop.
  • Improved adjusted operational profitability for the copper segment, mainly due to the improvements in productivity and the competitive positioning of Sofia Med.
  • Growth of the real estate portfolio, through active asset management and redevelopment of existing assets, with a continued focus on sustainability.
  • Investment in process efficiency, capacity expansion, high product quality and value-added products, along with new technologies reinforced competitive positioning and supported expansion into new markets.

Overview

Viohalco's financial performance remained strong during Η1 2023, driven by the strong production infrastructure, a diversified product portfolio and an extensive backlog of existing and newly awarded projects. The above supported performance despite the softened demand for the aluminium and steel products, the increased energy prices and inflationary pressures.

H1 2023 results have been driven largely by the increased demand in the cables and steel pipes segments, due to the progression of the existing energy-related projects and the securing of new ones. The aluminium and steel segments have shown continued resilience to the softened demand and adverse macro-economic conditions, being able to further gain market share in the period. The copper segment showed improved adjusted operational profitability, mainly attributable to the improvements in productivity and competitive positioning of the subsidiary Sofia Med. Finally, the real estate division has also recorded a positive performance, with Noval Property remaining on track with its Initial Public Offering (IPO) plan on the Athens Stock Exchange.

Despite the macroeconomic uncertainty, Viohalco companies continued to invest in their operations to realise continued performance improvements and maintained their focus on the health, safety, and well-being of their employees, as well as on delivering against their broader social and environmental goals.

Viohalco's financial reporting splits into two divisions, based on their distinct business characteristics and performance metrics:

Industrial Real Estate
Aluminium Copper Cables Steel Pipes Steel

The industrial division, including aluminium, copper, cables, steel pipes, steel, R&D&I and technology segments, and the real estate division comprising of Viohalco's property investments and real estate related entities.

The industrial division

Key highlights
€ 3.3 bln. € 260 mil. € 55 mil. € 42
mil.
€ 122 mil. 4.6x
Revenue
(H1 2022: € 3.6
bln.)
a-EBITDA
(H1 2022: € 350
mil.)
Profit before tax
(H1 2022:
€ 294 mil.)
Net Profit CAPEX
H1 2023
Net Debt /
EBITDA

Revenue per segment

Industrial division - Key financials

Amounts in EUR thousands H1 2023 H1 2022
Revenue 3,346,830 3,583,241
Gross profit 286,181 459,654
EBITDA 213,226 407,035
a-EBITDA 259,949 350,326
EBIT 140,793 341,110
a-EBIT 187,516 284,401
Net finance cost -86,087 -48,150
Profit before tax 55,382 294,316
Capex 122,220 138,301
Amounts in EUR thousands 30/06/2023 31/12/2022
Property, plant, and equipment (PP&E) 2,141,731 2,230,385
Net debt 1,901,259 1,922,988

Τhe revenue of the industrial division amounted to EUR 3,347 million and the profit before tax to EUR 55 million showing a decrease of 81% compared to Η1 2022, while the operating profitability (a-EBITDA) of the industrial division amounted to EUR 260 million.

Viohalco's industrial division is composed of the following segments: aluminium, copper, cables, steel pipes and steel.

  • Amid a market of inflationary pressures and fragile demand, the aluminium segment demonstrated its resilience and solid positioning by adapting effectively to the adverse market situation, alongside a well-balanced commercial reach across global, high-end markets.
  • The copper segment recorded strong adjusted operational profitability, mainly due to the performance of ElvalHalcor's subsidiary Sofia Med. The general macroeconomic environment impacted demand across most market segments, affecting mainly extruded copper alloy products and copper tubes. Despite the subdued demand, Sofia Med continued to successfully gain market share and increase production and sales, significantly supporting the profitability of the segment.
  • In the cables segment, the efficient execution of high-profile submarine projects, combined with high-capacity utilization across all production lines, fostered growth and improved operational performance. Low voltage and medium voltage power cables saw particularly strong demand during H1 2023, contributing to increased profit margins. In combination with an enhanced product mix, as well as the timely and efficient execution of projects, this brought about significant improvement in operating profitability. The awarding of contracts for several new projects further advanced the segment's order backlog to a record EUR 1.85 billion.
  • After two years of significant disruption in the oil and gas markets, the end of 2022 marked a turning point for the steel pipes segment and the momentum continued in 2023 since the start of the year. The increased profitability was the result of a high utilization rate of production capacity and of the award of new major projects. This, together with the initiatives taken in previous years, allowed Corinth Pipeworks to strengthen its competitive positioning and succeed in increasing market share within the global energy market, taking a leading position in the energy transition technologies, such as hydrogen and Carbon Capture & Storage (CCS) pipelines. The above resulted in an order backlog of EUR 0.63 billion.
  • The steel segment maintained its dominant market position in Greece, the Balkans and Cyprus. This came despite the uncertainty arising due to recession in the European construction sector and unfavorable dynamics in the

mechanical engineering sector, both of which are expected to continue into H2 2023. Sales in low-carbon plates increased, mainly in northern European markets, while SBQs and merchant bars maintained sales volumes with reinforcement steel and wire rod demand negatively affected in the European and Balkan markets. The Greek construction market proved to be a positive exception, with demand from both residential and infrastructure projects continuing to grow, albeit at a more moderate rate than in 2022.

The real estate division

Key highlights

€ 17.4 mil. € 8.8 mil. 469.000 sqm 97% € 7.9 mil.
Revenue a-EBITDA GBA* Occupancy Capex
(H1 2022: (H1 2022: rate**
€ 13.8 mil.) € 4.9 mil.)

* Referring to the portfolio of real estate assets of Noval Property

** Referring to the income producing portfolio of Noval Property.

• Finally, in the real estate division, Noval Property recorded a strong set of results despite macro-economic and geopolitical challenges affecting the sector. This was achieved through continuous active management and the progression of its investment program, which saw the enhancement of both the fair value of its investment portfolio and the company's profit before tax. Of particular note was the increased footfall across Noval Property's retail assets, combined with increased revenue from these assets and higher rental adjustments in the rest of the portfolio. At the same time, progress in the company's captive pipeline development and construction continued on schedule, which will add more sustainable and environmentally certified assets to the portfolio.

It should be noted that Viohalco applies the historical cost model in investment property, while certain real estate division subsidiaries (such as Noval Property) follow the fair value model. Noval Property Η1 2023 profit before taxes, based on the fair value model, amounted to EUR 24.4 million, while GAV as of 30.6.2023 (including long term leases) amounted to EUR 524.5 million and NAV stood at EUR 386.8 million.

Viohalco companies reaffirm their unwavering commitment to addressing environmental, social and governance (ESG) risks and opportunities which have been fully incorporated in business operations, in order to account for any potential impacts to society and the environment. The companies' comprehensive framework extends across all subsidiaries and is focused on continuous improvement in energy efficiency, enhancing health and safety measures in their industrial operations and furthering responsible sourcing practices.

____

For further information, please contact:

Sofia Zairi, Chief Investor Relations Officer Tel: +30 210 6861111 Email: [email protected]

A conference call to discuss these results will be held on Friday, September 22nd, 2023, at 12:00 GMT / 14:00 EET.

To participate in the teleconference, please dial in approximately 5 minutes before the start of the call and use one of the following telephone numbers:

  • Greek participants: +30 213 009 6000 or +30 210 94 60 800
  • UK participants: +44 (0) 800 368 1063
  • UK & International: +44 (0) 203 059 5872
  • USA participants: +1 516 447 5632

Financial overview

Amounts in EUR thousands H1 2023 H1 2022
Revenue 3,364,227 3,596,996
Gross profit 294,399 463,120
EBITDA 224,879 411,966
a-EBITDA 268,748 355,257
EBIT 149,443 341,359
a-EBIT 193,311 284,650
Net finance cost -89,295 -49,707
Profit before tax 60,513 292,695
Profit for the period 45,425 233,955
Profit attributable to owners 36,510 207,377

Consolidated revenue amounted at EUR 3.4 billion, down by 6.5% compared to H1 2022 (EUR 3.6 billion), primarily due to the weaker demand in the aluminium and steel segments and the downtrend in metal prices, partially offset by the strong performance of the cables segment, which continued its growth momentum, and the positive turnaround of the steel pipes segment.

The decrease in Consolidated a-EBITDA by 24% to EUR 269 million for H1 2023 (H1 2022: EUR 355 million), underlined the reduction in sales volumes in specific segments, as well as the intensifying inflationary pressures; consolidated EBITDA decreased by 45% to EUR 225 million.

Net finance cost increased to EUR 89 million (H1 2022: EUR 50 million), reflecting the increase in interest rates.

Consolidated profit before income tax for the period amounted to EUR 61 million, compared to EUR 293 million in H1 2022, mainly affected by the decline in metal prices, which rose in prior year period, and the increased interest cost.

Consolidated net profit after income tax and minority interests amounted to EUR 37 million, compared to EUR 207 million in H1 2022; while earnings per share amounted to EUR 0.141 (H1 2022: EUR 0.799).

Amounts in EUR thousands 30 June 2023 31 Decemeber 2022
Fixed and intangible assets 2,692,301 2,625,715
Other non-current assets 143,045 100,709
Non-current assets 2,835,346 2,726,424
Inventory 1,811,367 1,914,098
Trade and other receivables (incl. contract assets) 953,777 874,921
Cash and cash equivalents 445,945 412,644
Other current assets 40,739 102,109
Current assets 3,251,828 3,303,772
Total assets 6,087,174 6,030,196
Equity 1,947,510 1,955,895
Loans and borrowings 1,522,881 1,471,299
Other non-current liabilities 224,703 219,685
Non-current liabilities 1,747,585 1,690,985
Amounts in EUR thousands 30 June 2023 31 Decemeber 2022
Loans and borrowings 921,904 958,166
Trade and other payables (incl. contract liabilities) 1,393,206 1,304,828
Other current liabilities 76,969 120,322
Current liabilities 2,392,079 2,383,316
Total equity and liabilities 6,087,174 6,030,196

Capital expenditure for the period amounted to EUR 130 million (H1 2022: EUR 163 million), mainly attributable to the investment programme carried out in the aluminium segment, which included the advanced six-high cold rolling mill and the automated lacquering line, the implementation of the planned offshore cables capacity expansion in the submarine cables production plant of Hellenic Cables in Corinth, Greece, operational improvements in the copper plant of Sofia Med, Bulgaria, and the production capacity increase and equipment replacement in the steel segment plants.

Working capital decreased by 9% reaching EUR 1,346 million, compared to 31 December 2022 (EUR 1,477), mainly due to inflated metal prices during 2022.

Net debt decreased marginally to EUR 2,041 million (31 December 2022: EUR 2,057 million).

Amounts in EUR
Revenue
thousands
EBITDA a-EBITDA EBIT EBT
Segments H1 2023 H1 2022 H1 2023 H1 2022 H1 2023 H1 2022 H1 2023 H1 2022 H1 2023 H1 2022
Aluminium 1,014,852 1,200,862 56,451 174,266 80,706 129,886 23,493 145,407 2,505 133,503
Copper 957,581 978,110 53,513 54,123 59,019 46,837 44,351 45,882 32,096 37,400
Industrial Division Cables 460,214 426,651 52,036 45,796 58,901 47,854 42,248 36,929 20,348 25,948
Steel pipes 304,989 190,050 27,800 3,402 27,800 3,901 22,988 -1,045 10,248 -3,560
Steel 573,051 743,854 25,665 124,623 35,886 117,153 11,722 111,158 -5,143 98,900
Other
activities
36,144 43,714 -2,239 4,825 -2,363 4,695 -4,008 2,779 -4,672 2,126
Total 3,346,830 3,583,241 213,226 407,035 259,949 350,326 140,793 341,110 55,382 294,316
Real Estate
Division *
17,397 13,755 11,653 4,931 8,799 4,931 8,650 249 5,130 -1,622
Consolidated 3,364,227 3,596,996 224,879 411,966 268,748 355,257 149,443 341,359 60,513 292,695

Segmental performance

* In addition to Noval Property, the real estate segment of Viohalco includes other entities active in real estate operations. It should be noted that Viohalco applies the historical cost model in investment property, while certain real estate segment subsidiaries (such as Noval Property) follow the fair value model. In H1 2023, Noval Property's earnings before taxes amounted to EUR 24.4 million, based on the fair value model.

Performance review by division

The industrial division

Aluminium

In H1 2023, the revenue of the aluminium segment decreased by 15% to EUR 1,015 million vs. EUR 1,201 million in H1 2022, mainly driven by unfavourable macroeconomics, soft market demand and lower average aluminium prices. Profit before income tax amounted to EUR 3 million (H1 2022: EUR 134 million).

The aluminium sector of ElvalHalcor, maintained a competitive edge in the market by focusing on product mix optimisation with diversification across sectors. This was conducted in parallel to prudent adjustments in capacity allocation and operational efficiency enhancements.

Spiking inflation and soft market conditions saw decreased consumer discretionary spending and an associated downward pressure on industrial activity creating business stagnation in the building and construction markets. Even resilient sectors, such as rigid and flexible packaging, have been trending unfavourably during the semester with no evident signs of a quick rebound, due to the slow normalization of customers' excess inventory.

Looking ahead to H2 2023, we expect the volatile business landscape and the negative macro sentiment to continue challenging business performance, posing further downside risks to the demand and price outlook. In the longer term, we anticipate flat rolled products FRP demand fundamentals to gradually regain balance, influenced by changing consumer considerations around lightweight, energyefficient, and recyclable product solutions, driven by global sustainability megatrends in climate neutrality, clean energy and the circular economy. The aluminium segment will continue to reshape its portfolio into faster-expanding product categories, added-value applications and new geographies, establishing solid customer collaborations to futureproof its business growth.

During H1 2023, Bridgnorth Aluminium continued to meet demand for high-quality aluminium products amongst global customers. The company underwent a comprehensive restructuring program, following the loss of one of its major customers in the lithographic sector in 2022-2023. While the demand for products manufactured at Bridgnorth Aluminium was subdued in H1 2023, the company is further optimising quality and operational efficiency through a focused investment program. This will allow Bridgnorth Aluminium to meet current and future customer demand and remain prepared to capture new market opportunities, such as battery foil production for the global EV industry.

For Etem Gestamp, H1 2023 has seen the continuation of challenging market dynamics from the last quarter of 2022, with lower demand for industrial products and further declines in conversion prices being brought about by increased market competition. The combination of the above, coupled with high interest rates has impacted bottom line profitability. Looking into H2 2023, the primary challenges remain the elevated costs of financing and a weak industrial market. On the upside the shift in the company's sales to automotive products, which already account for more than 45% of the total output, is a positive development, with automotive showing particular resilience and signs of further growth.

Copper

Copper segment revenue stood at EUR 958 million vs. EUR 978 million in H1 2022, negatively affected by the decline in metal prices and reduced volumes. Profit before income tax amounted to EUR 32 million (H1 2022: EUR 37 million).

The drop in demand, stemming from global macroeconomic dynamics beginning in H2 2022, continued throughout H1 2023, affecting most market segments and construction in particular. This had an impact primarily on sales volumes for extruded copper alloy products at ElvalHalcor,

which dropped by 43.1%, and secondarily on copper tubes volumes, which dropped by 13.9%. Additionally, the volume of sales amongst the smaller subsidiaries, Cablel Wires and Epirus Metalworks also declined.

Nevertheless, the copper segment recorded a strong operational performance, mainly due to ElvalHalcor's subsidiary Sofia Med which increased sales and profitability in both rolled copper and alloy products and copper bus bars, which grew by 6.4% and 5.3% respectively, taking advantage of firmer demand in key market segments, improvements in productivity and the company's competitive positioning.

Overall sales volumes for the segment fell by 7.8%, but operational profitability was boosted by a higher value-added mix and sturdy prices in most segments. Profitability was further supported by healthy scrap discounts and availability, the reduction in natural gas costs, and optimisation of both processes and the customer portfolio.

Metal prices in the period were much lower than the previous year, with copper averaging EUR 8,050/tn vs. EUR 8,926/tn for H1 2022. This affected revenue and metal results that turned to losses of EUR 5.6 million in H1 2023 from profits of EUR 7.5 million in H1 2022.

Market conditions are not expected to change within the year and demand is expected to remain subdued. As cost reductions and production optimisation initiatives are continuing to show increasing benefits throughout most subsidiaries, the outlook for the segment remains solid.

Cables

Revenue for the cables segment reached EUR 460 million (+8% y-o-y), with this growth being driven mainly by the projects business (+15% revenue growth y-o-y). Profit before income tax amounted to EUR 20 million (H1 2022: EUR 26 million).

The solid demand for cables products in all geographical regions (i.e. Central Europe, United Kingdom, Balkans, Southeast Mediterranean) helped the power and telecom business unit improve its profit margins per ton of products sold. This, along with a full production schedule, an

improved sales mix and steady high margins in projects, led to a 23% y-o-y growth in a-EBITDA (+EUR 11 million). During Η1 2023, the tendering activity of Hellenic Cables continued successfully with several new project awards in the offshore wind and interconnection markets. As a result, the order backlog of the segment reached EUR 1.85 billion by 30 June 2023, its highest level ever (EUR 1.35 billion on 31.12.2022). At the same time, several projects were successfully delivered either fully or partially throughout Η1 2023. Profit margins for the products business unit increased, due to solid demand in all main markets and a good product mix, with these factors further contributing to the segment's profitability. H1 2023 capital expenditure for the cables segment amounted to EUR 54.7 million and mainly concerned the planned expansion of offshore cables capacity at the Corinth, Greece plant.

The cables segment is confident in its continued growth momentum across both business units, with demand for products remaining strong and a growing projects backlog. The large set of secured project orders and high-capacity utilisation in all plants throughout 2023 persist as the two main profitability pillars for the segment. Electrification momentum in Europe and the increasing demand for grid connections are expected to further fuel the order book for land cables. Preparing for this, Hellenic Cables has already acquired an industrial area near its factory in Thiva, Greece for future expansion plans needed to serve this growing onshore demand. As for the offshore projects business unit, several awards were secured during the last months.

Hellenic Cables, through its two-year investment program in the Corinth, Greece plant, aims to strengthen further its role as a key enabler of the green energy transition. Such investments will allow the company to effectively execute a record high order backlog and serve the increasing expectations of customers and stakeholders. Lastly, and following previous announcements, discussions with Ørsted are continuing on a partnership for the construction of a submarine inter array cables factory in Maryland, USA.

Steel pipes

The end of 2022 signalled a positive turnaround in the performance of the steel pipes segment. This was confirmed in the first six months of this year, as revenue increased by 60% compared to the same period last year (EUR 305 million vs. EUR 190 million). This along with high-capacity utilisation and a higher-margin projects mix led to a notable improvement in profitability. Profit before income tax amounted to EUR 10 million compared to a loss of EUR 4 million in H1 2022.

Fossil fuel demand drove a steel pipes market

turnaround from the second half of 2022, which continued strong within 2023, supported by high energy prices in combination with the increased significance of energy security in many European countries. Demand growth resulted in many pipeline projects being revived and hastily pushed into the execution phase. In this positive commercial environment, Corinth Pipeworks consolidated its position as a Tier1 pipe manufacturer and a leader in new gas transportation technologies, as well as highpressure pipelines for hydrogen and carbon capture and storage. Within the year, it successfully executed several pipeline projects and was awarded significant new contracts by Chevron Mediterranean Ltd., Equinor, ONE-Dyas B.V. and other major clients. As a result of these awards, the backlog at the end of H1 2023 reached EUR 0.63 billion, with a new intake of over EUR 220 million.

The steel pipes segment is building on its strengthened position based on high-capacity utilization throughout the rest of the year. Strong operations are expected to bring back down any seasonal peaks in working capital observed during the semester and normalize leverage to more sustainable levels. Looking ahead, Corinth Pipeworks expects the gas fuel industry to keep on evolving together with the other energy transition pillars. As market conditions improve, so does the order backlog, feeding into a positive outlook for 2024.

Steel

Revenue in the steel segment amounted to EUR 573 million in H1 2023 versus EUR 744 million in H1 2022. Loss before income tax amounted to EUR 5 million (H1 2022: profit EUR 99 million).

During H1 2023, Europe's construction market, the main steel-using sector, experienced a slowdown for the first-time post 2020. Additionally, elevated production and energy costs, together with the increase of imports from countries outside the EU replacing supply from Russia and Ukraine, led to volume and price pressures across all product lines.

In reinforcement steel, this was primarily due to a slowdown in demand within the residential construction sub-sector, with this occurring in almost all countries following rising interest rates and building material costs. Greece was an exception with demand continuing to grow in both residential and infrastructure projects, albeit at a more moderate rate than 2022. Sales of wire rod were also negatively affected in the period due its more international customer base, while merchant bars had stable sales volume, due to an increased focus on local and Central European markets and the company's strong market position in the Balkans and Cyprus.

A rise in sales of hot rolled plates occurred mostly in the Baltic countries and Finland, where their low carbon footprint provided an advantage over the competition. Special bar quality steels (SBQs) maintained sales volume due to the relatively strong performance of European mechanical engineering and heavy vehicles production sectors.

During H1 2023, several steel segment companies initiated projects driving the transition to a lowcarbon economy with process improvements made through utilizing scrap as the sole source material for steel production. Our EPD product portfolio expanded further, offering customers reliable and quantitative information regarding environmental impact over the whole product life cycle. Finally, Sidenor plant received the EPD for wire rod, SD concrete reinforcing steel in bars and coils.

Into H2 2023, uncertainty persists due to the recession in the European construction sector and a lack of dynamism in the mechanical engineering sector.

The real estate division

The revenue for the real estate division amounted to EUR 17.4 million in H1 2023 (H1 2022: EUR 13.8 million), and the profit before income tax amounted to EUR 5.1 million, compared to a loss of 1.6 million in H1 2022. It should be noted that Viohalco applies the historical cost model in investment property, while certain real estate segment subsidiaries (such as Noval Property) follow the fair value model.

Noval Property's H1 2023 profit before tax, based on the fair value model, amounted to EUR 24.4 million and the company recorded a 6% increase

in the fair value of its investment portfolio from EUR 486 million as at 31 December 2022 to EUR 516 million as at 30 June 2023 (as per the respective Investment Schedules). This was achieved in the context of several operating challenges, including increases in energy and product prices, heightened interest rates and ongoing geopolitical turbulence in the region. Part of this positive performance stems from the continuous active management of existing properties and the increasing trend for high-quality and sustainable buildings in Greece. In particular, the increased footfall recorded across Noval Property's retail assets was combined with increased revenue through higher rental adjustments across the rest of the portfolio. Following the successful issue of a EUR 120 million Green Bond (listed on Athens Stock Exchange) in December 2021, Noval Property's captive investment programme progressed as planned. Current works underway toward this includes the construction of one logistics and two office buildings, the renovation of an office building and the retrofitting of a mixed-use property.

Looking ahead to the remainder of 2023, Noval Property will continue with its investment plan, not only in relation to projects already in progress, but also with regard to new acquisitions. These will be in line with the company's strategic focus on sustainable development through modern, smart and environmentally accredited assets. Furthermore, Noval Property will progress with the preparations for its listing on the Athens Stock Exchange.

Subsequent Events

There are no subsequent events affecting the consolidated financial statements.

Outlook

Looking to the second half of the year, the levels of macroeconomic uncertainty remain elevated, with energy prices still volatile, interest rates at high levels and demand fluctuations continuing to persist, thereby affecting demand.

Viohalco's diversified business model, its improved production efficiency and capacity, together with continued product portfolio and operational optimization, reaffirm the confidence in the Viohalco companies' ability to respond to macro-economic challenges with agility and resilience.

While there is a positive outlook around the long-term megatrends related to global sustainability and energy security, the shorter-term outlook remains cautious, due to the prolonged economic uncertainty.

Financial Calendar

Date Event
Friday, September 22nd, 2023 Half yearly 2023 results conference call
Thursday, March 7th
, 2024
Financial results 2023 press release
Tuesday, May 28th, 2024 Ordinary General Meeting 2024

The Annual Financial Report for the period 1 January 2023 – 31 December 2023 will be published on Thursday, April 4th, 2024 and will be posted on the Company's website, www.viohalco.com, on the Euronext Brussels Exchange website www.euronext.com, as well as on the Athens Stock Exchange website www.athexgroup.gr.

About Viohalco

Viohalco is the Belgium based holding company of leading metal processing companies in Europe. It is listed on Euronext Brussels (VIO) and the Athens Stock Exchange (BIO). Viohalco's subsidiaries specialise in the manufacture of aluminium, copper, cables, steel and steel pipes products, and are committed to the sustainable development of quality, innovative and value-added products and solutions for a dynamic global client base. With main production facilities in Greece, Bulgaria, Romania, the United Kingdom and North Macedonia, Viohalco companies generate a consolidated annual revenue of EUR 7 billion (2022). Viohalco's portfolio also includes an R&D&I and technology segment. In addition, Viohalco and its companies own real estate investment properties, mainly in Greece, which generate additional value through their commercial development. For more information, please visit our website at www.viohalco.com

Contacts

Forfurther information, please contact: Sofia Zairi Chief Investor Relations Officer T +30 210 6861111, 6787773 E [email protected]

MANAGEMENT STATEMENT

STATEMENT ON THE TRUE AND FAIR VIEW OF THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS AND THE FAIR OVERVIEW OF THE INTERIM MANAGEMENT REPORT AS AT AND FOR THE PERIOD ENDED JUNE 30, 2023

Ippokratis Ioannis Stassinopoulos, Xavier Bedoret, Jean-Charles Faulx, Efstratios Thomadakis, members of the Executive Management, certify, on behalf and for the account of the Company, that to their knowledge:

a) the condensed consolidated interim financial statements which have been prepared in accordance with IAS 34, "Interim Financial Reporting "as adopted by the European Union, give a true and fair view of the Equity, Financial position and Financial Performance of the Company, and its subsidiaries and associates;

b) the interim management report includes a fair overview of the information required under Article 13, §§ 5 and 6 of the Royal Decree of November 14, 2007 on the obligations of issuers of financial instruments admitted to trading on a regulated market.

SHAREHOLDER INFORMATION

Viohalco's share capital is set at EUR 141,893,811.46 divided into 259,189,761 shares without nominal value. The shares have been issued in registered and dematerialised form. All the shares are freely transferable and fully paid up. The Company has not issued any other category of shares, such as non-voting or preferential shares. All the shares representing the share capital have the same rights. In accordance with the articles of association of the company, each share entitles its holder to one vote.

Viohalco's shares are listed under the symbol "VIO" with ISIN code BE0974271034 on the regulated market of Euronext Brussels and on the main market of the Athens Exchange with the same ISIN code and with the symbol VIO (in Latin characters) and BIO (in Greek characters).

Condensed Consolidated Interim Financial Statements

Condensed Consolidated Statement of Financial Position

Amounts in EUR thousands Note 30 June 2023 31 December 2022
ASSETS
Non-current assets
Property, plant and equipment 12 2,293,025 2,231,036
Right of use assets 35,915 35,279
Intangible assets and goodwill 12 42,275 43,376
Investment property 13 321,086 316,024
Equity-accounted investees 10 34,449 36,638
Other investments 17 37,480 8,405
Deferred tax assets 13,459 9,628
Derivatives 17 20,739 38,922
Trade and other receivables 36,697 6,893
Contract costs 222 222
2,835,346 2,726,424
Current assets
Inventories 14 1,811,367 1,914,098
Trade and other receivables
Contract assets
11 701,473
252,304
675,083
199,839
Contract costs - 14
Derivatives 17 26,732 27,149
Income tax receivables 13,667 7,081
Cash and cash equivalents 445,945 412,644
Assets held for sale 17 340 67,865
3,251,828 3,303,772
Total assets 6,087,174 6,030,196
EQUITY
Equity attributable to owners of the Company
Share capital 141,894 141,894
Share premium 457,571 457,571
Translation reserve -29,859 -30,802
Other reserves 446,059 448,298
Retained earnings 657,176 663,823
1,672,841 1,680,784
Non-controlling interests 15 274,669 275,111
Total equity 1,947,510 1,955,895
Non-current liabilities
Loans and borrowings 16 1,522,881 1,471,299
Lease liabilities 16 31,664 29,449
Derivatives 17 3,033 1,249
Deferred tax liabilities 102,539 103,489
Employee benefits 25,154 24,357
Grants 31,150 32,454
Provisions 1,749 1,727
Trade and other payables 19,525 17,073
Contract Iiabilities 9,889 9,889
1,747,585 1,690,985
Current liabilities
Loans and borrowings 16 921,904 958,166
Lease liabilities 16 9,999 10,932
Trade and other payables 1,191,557 1,180,881
Contract Iiabilities 201,649 123,948
Current tax liabilities 36,077 57,511
Derivatives 17 15,723 18,455
Provisions 15,170 15,405
Liabilities directly associated with assets classified as held for sale 17 - 18,020
2,392,079 2,383,316
Total liabilities 4,139,664 4,074,301
6,030,196
Total equity and liabilities 6,087,174

Condensed Consolidated Statement of Profit or Loss

For the six months ended 30 June
Amounts in EUR thousands Note 2023 2022
Revenue 6 3,364,227 3,596,996
Cost of sales -3,069,828 -3,133,876
Gross profit 294,399 463,120
Other income 7 19,748 7,644
Selling and distribution expenses -48,939 -42,398
Administrative expenses -98,086 -76,310
Impairment loss on trade and other receivables and contract assets -6,392 -1,482
Other expenses 7 -11,288 -9,214
Operating result 149,443 341,359
Finance income 8 3,940 6,806
Finance cost 8 -93,235 -56,513
Net finance income / cost (-) -89,295 -49,707
Share of profit / loss (-) of equity-accounted investees 10 365 1,042
Profit / Loss (-) before income tax 60,513 292,695
Income tax expense (-) 9 -15,088 -58,739
Profit / Loss (-) 45,425 233,955
Profit / Loss (-) attributable to:
Owners of the Company 36,510 207,377
Non-controlling interests 8,915 26,578
45,425 233,955
Earnings per share (in Euro per share)
Basic and diluted
0.141 0.799

Condensed Consolidated Statement of Profit or Loss and Other Comprehensive Income

For the six months ended 30 June
Amounts in EUR thousands 2023 2022
Profit/Loss (-) 45,425 233,955
Items that will never be reclassified to profit or loss:
Equity investments in FVOCI - net change in fair value -109 -832
Remeasurements of defined benefit liability 1 -11
Related tax -1 2
Total -109 -840
Items that are or may be reclassified to profit or loss:
Foreign currency translation differences 22 4,218
Changes in fair value of cash flow hedges –effective portion -11,011 76,190
Changes in fair value of cash flow hedges - reclassified to profit or loss -6,568 -891
Related tax 3,911 -16,827
Total -13,645 62,690
Total other comprehensive income / expense (-) after tax -13,754 61,850
Total comprehensive income / expense (-) after tax 31,671 295,805
Total comprehensive income attributable to:
Owners of the Company 25,428 259,121
Non-controlling interests 6,243 36,684
Total comprehensive income / expense (-) after tax 31,671 295,805

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

Condensed Consolidated Statement of Changes in Equity

Amounts in EUR thousands Note Share
capital
Share
premium
Other
reserves
Translation
reserve
Retained
earnings
Total Non
controlling
interests
Total
equity
Balance as at 1 January 2023 141,894 457,571 448,298 -30,802 663,823 1,680,784 275,111 1,955,895
Total comprehensive
income
Profit / loss (-) - - - - 36,510 36,510 8,915 45,425
Other comprehensive
income
- - -11,899 818 -1 -11,082 -2,672 -13,754
Total comprehensive
income
- - -11,899 818 36,509 25,428 6,243 31,671
Transactions with owners of
the Company
Distribution of reserves - - 9,671 -31 -9,640 - - -
Loss of Control/Disposal of
subsidiary
17 - - -11 151 -140 - - -
Dividends - - - - -31,103 -31,103 -6,126 -37,228
Total - 9,660 121 -40,883 -31,103 -6,126 -37,228
Changes in ownership
interests:
Other changes in ownership
interests - - 1 5 -2,273 -2,267 -560 -2,827
Balance as at 30 June 2023 141,894 457,571 446,059 -29,859 657,176 1,672,842 274,669 1,947,510
Amounts in EUR thousands Note Share
capital
Share
premium
Other
reserves
Translation
reserve
Retained
earnings
Total Non
controlling
interests
Total
equity
Balance as at 1 January 2022 141,894 457,571 440,437 -24,450 399,175 1,414,626 240,969 1,655,594
Total comprehensive income
Profit / loss (-) - - - - 207,377 207,377 26,578 233,955
Other comprehensive income 48,850 2,901 -7 51,744 10,106 61,850
Total comprehensive income - - 48,850 2,901 207,370 259,121 36,684 295,805
Transactions with owners of
the Company
Capitalization of reserves - - -14,566 71 14,495 - - -
Share capital increase of - - - - - - 24,626 24,626
subsidiary
Dividends - - - - -23,327 -23,327 -3,024 -26,351
Total - - -14,566 71 -8,832 -23,327 21,602 -1,725
Changes in ownership
interests:
Acquisition of NCI 15 - - 173 -907 11,767 11,032 -30,604 -19,572
Other changes in ownership
interests
- - -2 32 -2,567 -2,537 2,537 -
Balance as at 30 June 2022 141,894 457,571 474,892 -22,354 606,913 1,658,916 271,187 1,930,102

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

Condensed Consolidated Statement of Cash Flows

For the six months ended 30 June
Amounts in EUR thousands Note 2023 2022
Cash flows from operating activities
Profit / loss (-) 45,425 233,955
Adjustments for:
Income tax expense/ credit (-) 9 15,088 58,739
Depreciation of PP&E 65,755 61,193
Depreciation of right of use assets 4,946 4,106
Amortisation of intangible assets 3,473 3,288
Depreciation of investment property 2,616 3,904
Impairment / Reversal of impairment loss (-) and write off of PP&E and Investment -1,763 991
Property
Profit (-) / loss from sale of PP&E and intangible assets -942 -87
Profit (-) / loss from sale of investment property - -340
Profit (-) / loss from derivatives valuation 1,096 -2,685
Gains (-) / losses from sales of subsidiaries -4,462 1,343
Gains (-) / losses from financial assets valuation -2,405 -
Amortisation of grants -1,353 -1,885
Finance cost 8 93,235 56,513
Finance income 8 -3,940 -6,806
Impairment loss on trade and other receivables, including contract assets 6,392 1,482
Share of profit (-) / loss of equity-accounted investees 10 -365 -1,042
222,795 412,669
Changes
Decrease / increase (-) in inventories 102,730 -536,543
Decrease / increase (-) in receivables 11 -63,231 -247,821
Decrease / increase (-) in contract assets 11 -52,466 -116,006
Decrease / increase (-) in contract costs 14 23
Decrease (-) / increase in liabilities 16,712 195,159
Decrease (-) / increase in employee benefits liability 797 985
Decrease (-) / increase in provisions -213 611
Decrease (-) / increase in contract liabilities 77,701 15,356
Cash generated from operating activities 82,045
304,840
-688,235
-275,566
Interest charges and related expenses paid -86,977 -51,687
Income tax paid -13,766 -4,256
Net cash flows from operating activities 204,097 -331,509
Cash flows from investing activities
Acquisition of PP&E and intangible assets 12 -133,544 -120,345
Acquisition of investment property 13 -7,707 -21,517
Proceeds from sale of PP&E and intangible assets 1,488 1,136
Proceeds from sales of investment property - 1,100
Acquisition/ share capital increase of associates & joint ventures 10 -1,400 -3,250
Share of NCI in subsidiaries' share capital increase / decrease (-) - -301
Acquisition of other investments -144 -230
Proceeds from sales of subsidiaries and associates - 2,300
Interest received 2,684 215
Dividends received 94 262
Cash acquired from business combination - 84
Net cash flows from investing activities -138,529 -140,546
Cash flows from financing activities
Proceeds from borrowings 16 294,035 428,296
Repayment of borrowings 16 -284,462 -120,777
Principal elements of lease payments 16 -8,787 -5,549
Proceeds from collection of grants 50 105
Acquisition of NCI 15 -5,696 -9,228
Dividends paid to shareholders -21,772 -23,327
Dividends paid to non-controlling interest -5,372 -2,417
Net cash flows from financing activities -32,005 267,103
Net decrease (-)/ increase in cash and cash equivalents 33,563 -204,952
Cash and cash equivalents at beginning of period 412,644 503,267
Foreign exchange effect on cash and cash equivalents -263 155
Cash and cash equivalents at the end of period 445,945 298,470

Notes to the Condensed Consolidated Interim Financial Statements

1. Reporting entity

Viohalco S.A. (hereafter referred to as "the Company" or "Viohalco S.A.") is a Belgian Limited Liability Company. The Company's corporate registration number is 0534.941.439 and its registered office is located at 30 Avenue Marnix, 1000 Brussels, Belgium. The Company's Consolidated Interim Financial Statements include those of the Company and its subsidiaries (together referred to as"Viohalco"), and Viohalco's interest in associates accounted for using the equity method.

Viohalco S.A. is the holding company and holds participations in approximately 100 subsidiaries, two of which are listed, one on Euronext Brussels and the other on Athens Exchange. With production facilities in Greece, Bulgaria, Romania, North Macedonia and United Kingdom, Viohalco subsidiaries specialise in the manufacture of steel, copper and aluminium products. In addition, Viohalco owns substantial real estate properties in Greece. Its shares are traded on Euronext Brussels (trading ticker "VIO") and has since February 2014 its secondary listing on the Athens Stock exchange (trading ticker "ΒΙΟ").

These interim financial statements were authorised for issue by the Company's Board of Directors on 21 September 2023.

The Company's electronic address is www.viohalco.com, where the Condensed Consolidated Interim Financial Statements have been posted.

2. Basis of preparation

Statement of compliance

These Condensed Consolidated Interim Financial Statements have been prepared in accordance with IAS 34 Interim Financial Reporting as adopted by the European Union. They do not include all information and disclosures required for the annual Consolidated Financial Statements and should be read in conjuction with the annual Consolidated Financial Statements for the year ended 31 December 2022, which can be found on Viohalco's website. However, selected explanatory notes are included to explain events and transactions that are significant to the understanding of the changes in Viohalco's financial position and performance since the last annual Consolidated Financial Statements as at and for the year ended 31 December 2022.

Functional currency and presentation currency

The functional and presentation currency of the parent Company is Euro. All amounts in the Consolidated Interim Financial Statements are rounded to the nearest thousand, unless otherwise indicated. As such, due to rounding, figures shown as totals in certain tables may not be arithmetic aggregations of the figures that precede them.

Use of estimates and judgements

Preparing Financial Statements in line with IFRS requires that Management takes decisions, makes assessments and assumptions and determines estimates which affect the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. The actual results may differ from these estimates.

The significant judgements made by Management in applying accounting policies and the key sources of estimation uncertainty were the same as those that applied to the Consolidated Financial Statements for the year ended 31 December 2022.

3. Significant accounting policies

Except as described below, the accounting policies applied in these interim financial statements are the same as those applied in Viohalco' consolidated financial statements as at and for the year ended 31 December 2022.

The changes in accounting policies are also expected to be reflected in the annual consolidated financial statements as at and for the year ending 31 December 2023.

A. Standards and interpretations effective for the current financial year

Certain new standards, amendments to standards and interpretations have been issued that are mandatory for periods beginning on or after 1 January 2023 and have been applied in preparing these consolidated financial statements. None of these had a significant effect on the consolidated financial statements.

Amendments to IAS 1 Presentation of Financial Statements and IFRS Practice Statement 2: Disclosure of Accounting policies

The amendments aim to improve accounting policy disclosures and to help users of the financial statements to distinguish between changes in accounting estimates and changes in accounting policies. The IAS 1 amendment requires companies to disclose their material accounting policy information rather than their significant accounting policies. Further, the amendment to IAS 1 clarifies that immaterial accounting policy information need not be disclosed. To support this amendment, the Board also amended IFRS Practice Statement 2, 'Making Materiality Judgements', to provide guidance on how to apply the concept of materiality to accounting policy disclosures.

Amendments to IAS 8 Accounting policies, Changes in Accounting Estimates and Errors: Definition of Accounting Estimates

The amendment to IAS 8, 'Accounting Policies, Changes in Accounting Estimates and Errors', clarifies how companies should distinguish changes in accounting policies from changes in accounting estimates.

Amendments to IAS 12 Income Taxes: Deferred Tax related to Assets and Liabilities arising from a Single Transaction

The amendments clarify how companies account for deferred tax on transactions such as leases and decommissioning obligations. The main change in the amendments is an exemption from the initial recognition exemption of IAS 12.15(b) and IAS 12.24. Accordingly, the initial recognition exemption does not apply to transactions in which equal amounts of deductible and taxable temporary differences arise on initial recognition.

B. Standards and Interpretations effective for subsequent periods

A number of new standards and amendments to standards and interpretations are effective for annual periods beginning after 1 January 2023 and have not been applied in preparing these consolidated financial statements. None of these is expected to have a significant effect on the consolidated financial statements of the Group. There are no other IFRSs or IFRIC interpretations that are not yet effective that would be expected to have a material impact on the Group.

Amendments to IAS 1 'Presentation of Financial Statements: Classification of Liabilities as current or noncurrent' (effective for annual periods beginning on or after 1 January 2024)

The amendments affect only the presentation of liabilities in the statement of financial position — not the amount or timing of recognition of any asset, liability income or expenses, or the information that entities disclose about those items. They:

  • Clarify that the classification of liabilities as current or non-current should be based on rights that are in existence at the end of the reporting period and align the wording in all affected paragraphs to refer to the "right" to defer settlement by at least twelve months and make explicit that only rights in place "at the end of the reporting period" should affect the classification of a liability.
  • Clarify that classification is unaffected by expectations about whether an entity will exercise its right to defer settlement of a liability; and make clear that settlement refers to the transfer to the counterparty of cash, equity instruments, other assets or services.
  • Clarify how conditions with which an entity must comply within 12 months after the reporting period, such as covenants, affect the corresponding liability's classification.

Amendments to IFRS 16 'Leases': Lease Liability in a Sale and Leaseback (effective for annual periods beginning on or after 1 January 2024)

The amendments explain how an entity accounts for a sale and leaseback after the date of the transaction, specifically where some or all the lease payments are variable lease payments that do not depend on an index or rate. They state that, in subsequently measuring the lease liability, the seller-lessee determines 'lease payments' and 'revised lease payments' in a way that does not result in the seller-lessee recognising any amount of the gain or loss that relates to the right of use it retains. Any gains and losses relating to the full or partial termination of a lease continue to be recognised when they occur as these relate to the right of use terminated and not the right of use retained.

Amendments to IAS 7 'Statement of Cash Flows' and IFRS 7 'Financial Instruments: Disclosures': Supplier Finance Arrangements (effective for annual periods beginning on or after 1 January 2024)

The amendment describes the characteristics for which reporters will have to provide additional disclosures regarding the impact of supplier finance arrangements on liabilities, cash flows and exposure to liquidity risk.

C. Changes in Accounting policies

Hedge Accounting

IFRS 9 "Financial Instruments" replaces IAS 39 "Financial Instruments: Recognition and Measurement" and involves three phases: "Classification and Measurement of Financial Assets", "Impairment" and "Hedge Accounting". Group applied IAS 39 related to hedge accounting until December 31, 2022, as the standard provides this choice regarding the third phase «Hedge Accounting». On 1 January 2023, the Group applied the standard prospectively without restatement of the comparative information for prior years.

D. Power Purchase Agreements

Within the second quarter of 2023, Viohalco and its subsidiaries signed a 10-year Power Purchase Agreement (PPA) for the purchase of electricity.

The PPA provides for the physical delivery of electricity during a certain fixed period starting on 28 April 2023 (Period A) and subsequently a virtual delivery of electricity with financial settlement for an agreed period expected to start on 1 January 2025 (Period B) as produced by specific photovoltaic facilities, and is subject to specific terms and conditions.

Viohalco and its subsidiaries assessed the PPA and determined:

a) that the requirements of IFRS 10, with respect to the existence of control over one or more assets that will result in future from the implementation of the PPA, are not applicable;

b) that the requirements of IFRS 16, for the recognition of a lease with respect to these future assets, are not applicable;

c) that each of the Periods stemming from the PPA should be accounted for separately as two different transactions in accordance with the specific terms and conditions that underline each of the Periods; and

d) that the specific terms and conditions for each of the Periods should be separately assessed in accordance with the requirements of IFRS 9.

With respect to Period A, it was determined that it is a contract for the delivery of non-financial assets in accordance with the expected future electricity purchases of Viohalco and its subsidiaries, and meets the criteria for exemption under IFRS 9 as own use/executory contracts. Therefore, Period A will not be accounted for as a derivative financial instrument. Period A will be accounted for from 28 April 2023 when Viohalco and its subsidiaries commence electricity purchases.

As regards Period B, the definition of a derivative under IFRS 9 is relevant as a virtual PPA is present and therefore, has to be accounted for as a derivative financial instrument when the rights and obligations with respect to Period B crystalise, as the criteria for the exemption from IFRS 9, as own use/executory contracts, are not met. Period B will be accounted for at the time when the rights and obligations with respect to Period B crystalise, which is expected to be in the fourth quarter of 2023.

4. Business and Operational Risk Management

There were no changes in Viohalco subsidiaries business and operational risk management objectives and policies during the first half of 2023. Viohalco companies follow continuously both international and domestic developments and timely adapt their business strategy and risk management policies in order to minimize the operational impact of macroeconomic conditions.

Considering the upward trend on interest rates, started in 2022, Viohalco companies continue to monitor the current conditions and are prepared to take actions, in order to reduce the impact from the higher cost of debt in the market.

5. Operating segments

Revenue and profitability per segment for the 6-month period ended 30 June 2023 were as follows:

Industrial Division
Amounts in EUR thousands Aluminium Copper Cables Steel pipes Steel Other
activities
Total
Industrial
Real
estate
Consolidated
Total revenue per segment 1,519,673 1,248,057 834,875 395,129 968,636 88,467 5,054,835 23,444 5,078,279
Inter-segment revenue -504,821 -290,476 -374,661 -90,139 -395,585 -52,323 -1,708,005 -6,047 -1,714,052
Revenue from external customers 1,014,852 957,581 460,214 304,989 573,051 36,144 3,346,830 17,397 3,364,227
Cost of sales -948,791 -883,649 -399,556 -272,747 -528,137 -27,770 -3,060,650 -9,178 -3,069,828
Gross profit 66,061 73,932 60,658 32,242 44,914 8,373 286,181 8,218 294,399
Other Income 9,143 1,118 527 427 1,158 735 13,108 6,640 19,748
Selling and distribution expenses -15,015 -11,241 -7,031 -2,802 -8,403 -3,491 -47,984 -955 -48,939
Administrative expenses -30,777 -15,577 -11,505 -5,331 -23,057 -9,332 -95,579 -2,506 -98,086
Impairment loss on trade and
other receivables (incl. contract assets)
-3,558 -2,260 -10 -324 -65 -175 -6,392 - -6,392
Other expenses -2,361 -1,621 -392 -1,224 -2,825 -117 -8,540 -2,747 -11,288
Operating result 23,493 44,351 42,248 22,988 11,722 -4,008 140,793 8,650 149,443
Finance income 976 815 289 101 242 708 3,131 809 3,940
Finance costs -22,781 -13,140 -22,188 -12,549 -17,188 -1,372 -89,218 -4,018 -93,235
Share of profit/ loss (-) of equity
accounted investees, net of tax
817 69 - -292 82 - 676 -311 365
Profit/Loss (-) before income tax expense 2,505 32,096 20,348 10,248 -5,143 -4,672 55,382 5,130 60,513
Income tax expense -3,133 -3,149 -4,437 -2,610 476 -752 -13,604 -1,484 -15,088
Profit/Loss (-) -628 28,947 15,911 7,638 -4,667 -5,424 41,778 3,647 45,425

Other information per segment for the 6-month period ended 30 June 2023 were as follows:

Amounts in EUR thousands Aluminium Copper Cables Steel pipes Steel Other
activities
Total
Industrial
Real
estate
Consolidated
Equity-accounted investees 9,952 177 - 12,511 1,354 714 24,708 9,740 34,449
Other assets 1,853,167 783,749 1,095,422 670,305 968,498 144,649 5,515,791 536,935 6,052,726
Total assets 1,863,119 783,926 1,095,422 682,816 969,852 145,363 5,540,499 546,675 6,087,174
Liabilities 1,079,101 568,973 925,629 544,424 710,622 73,118 3,901,866 237,798 4,139,664
Capital expenditure 34,603 13,123 54,655 3,680 15,142 1,017 122,220 7,883 130,103
Depreciation and amortization -33,614 -9,307 -10,099 -4,836 -14,140 -1,789 -73,786 -3,004 -76,790

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

Revenue and profitability per segment for the 6-month period ended 30 June 2022 were as follows:

Amounts in EUR thousands Aluminium Copper Cables Steel pipes Steel Other
activities
Total
Industrial
Real
estate
Consolidated
Total revenue per segment 1,837,382 1,377,036 883,921 269,571 1,329,272 158,260 5,855,442 18,355 5,873,797
Inter-segment revenue -636,520 -398,926 -457,271 -79,520 -585,418 -114,546 -2,272,201 -4,601 -2,276,801
Revenue from external
customers
1,200,862 978,110 426,651 190,050 743,854 43,714 3,583,241 13,755 3,596,996
Cost of sales -1,018,028 -907,140 -374,410 -184,598 -605,364 -34,046 -3,123,587 -10,289 -3,133,876
Gross profit 182,834 70,970 52,240 5,452 138,490 9,668 459,654 3,466 463,120
Other Income 4,595 162 838 274 976 632 7,477 166 7,644
Selling and distribution
expenses
-13,833 -10,297 -4,313 -2,393 -7,565 -2,757 -41,159 -1,239 -42,398
Administrative expenses -24,441 -13,465 -10,812 -3,839 -17,054 -4,582 -74,193 -2,118 -76,310
Impairment loss on trade and
other receivables (incl. contract
assets)
-69 -1,009 -55 - 3 -352 -1,482 - -1,482
Other expenses -3,679 -480 -968 -538 -3,692 170 -9,188 -26 -9,214
Operating result 145,407 45,882 36,929 -1,045 111,158 2,779 341,110 249 341,359
Finance income 2,887 246 713 8 308 438 4,601 2,205 6,806
Finance cost -15,461 -8,093 -11,695 -3,718 -12,693 -1,091 -52,751 -3,762 -56,513
Share of profit/ loss (-) of
equity-accounted investees, net
of tax
669 -635 - 1,194 128 - 1,356 -314 1,042
Profit/Loss (-) before income
tax expense
133,503 37,400 25,948 -3,560 98,900 2,126 294,316 -1,622 292,695
Income tax expense (-) -29,942 -5,232 -5,594 2,602 -18,182 -1,975 -58,323 -417 -58,739
Net Profit / Loss (-) 103,561 32,168 20,354 -958 80,718 151 235,993 -2,038 233,955

Other information per segment for the comparative period of 2022 were as follows:

Amounts in EUR thousands Aluminium Copper Cables Steel pipes Steel Other
activities
Total
Industrial
Real
estate
Consolidated
For the year ended 31 December
2022
Equity-accounted investees 9,725 249 - 15,963 1,244 806 27,987 8,651 36,638
Other assets 1,920,193 767,245 1,032,034 596,115 988,932 151,474 5,455,992 537,565 5,993,557
Total assets 1,929,917 767,494 1,032,034 612,077 990,176 152,280 5,483,979 546,217 6,030,196
Liabilities 1,131,288 546,413 863,719 479,323 725,735 92,265 3,838,742 235,559 4,074,301
For the 6-month period ended 30
June 2022
Capital expenditure 96,121 5,518 23,464 1,788 10,393 1,017 138,301 24,577 162,879
Depreciation and amortization -29,554 -8,802 -9,192 -4,533 -13,662 -2,067 -67,810 -4,682 -72,492

6. Revenue

Viohalco's subsidiaries' operations and main revenue streams are those described in the last annual financial statements. Revenue is derived from contracts with customers and from investment property rental income.

For the six months ended 30 June
Amounts in EUR thousands 2023 2022
Rental income from investment property 11,768 9,785
Revenue from contracts with customers 3,352,459 3,587,211
Total 3,364,227 3,596,996

Disaggregation of revenue from contracts with customers

In the following table revenue from contract with customers is disaggregated by primary geographical market and timing of revenue recognition. The table includes a reconciliation with the Viohalco's reportable segments (see Note 5).

Industrial Division
for the 6 months ended 30 June 2023
Amounts in EUR thousands Aluminium Copper Cables Steel
Pipes
Steel Other
activities
Total
Indu
strial
Real
estate
Consolidated
Primary geographical markets
Greece 65,872 41,133 194,487 68,790 174,397 10,539 555,218 5,335 560,553
Other EU countries 707,268 754,805 201,948 102,729 314,888 11,150 2,092,788 294 2,093,081
Other European countries 112,111 61,641 5,294 13,683 81,459 535 274,723 - 274,723
Asia 27,013 40,945 47,874 6,090 271 13,555 135,749 - 135,749
America 93,347 40,359 7,531 113,089 180 105 254,609 - 254,609
Africa 9,287 15,721 3,080 57 1,856 39 30,041 - 30,041
Oceania -45 2,976 - 551 - 221 3,703 - 3,703
Total 1,014,852 957,581 460,214 304,989 573,051 36,144 3,346,830 5,629 3,352,459
Timing of revenue recognition
Revenue recognised at a point in
time
1,014,319 955,492 312,696 29,419 566,007 25,209 2,903,141 993 2,904,134
Products transferred over time - - 147,518 275,570 - 262 423,350 741 424,091
Services transferred over time 533 2,089 - - 7,044 10,673 20,339 3,895 24,234
Total 1,014,852 957,581 460,214 304,989 573,051 36,144 3,346,830 5,629 3,352,459
Industrial Division
for the 6 months ended 30 June 2022
Amounts in EUR thousands Aluminium Copper Cables Steel
pipes
Steel Other
activities
Total
Industrial
Real
estate
Consolidated
Primary geographical markets
Greece 89,293 47,514 123,504 11,722 185,926 14,054 472,013 3,722 475,735
Other EU countries 762,707 643,566 176,637 82,867 461,612 15,690 2,143,078 248 2,143,326
Other European countries 159,292 158,221 59,024 12,729 93,646 2,925 485,838 - 485,838
Asia 40,909 55,007 57,633 5,736 338 10,768 170,391 - 170,391
America 140,744 51,492 6,348 73,463 539 78 272,663 - 272,663
Africa 7,681 19,053 3,315 219 1,793 20 32,082 - 32,082
Oceania 236 3,256 190 3,315 - 180 7,177 - 7,177
Total 1,200,862 978,110 426,651 190,050 743,854 43,714 3,583,241 3,970 3,587,211
Timing of revenue recognition
Revenue recognised at a point in
time
1,199,999 976,661 298,122 47,106 731,313 28,386 3,281,588 777 3,282,364
Products transferred over time - - 128,529 142,944 2,989 27 274,489 248 274,737
Services transferred over time 863 1,448 - - 9,552 15,301 27,165 2,945 30,110
Total 1,200,862 978,110 426,651 190,050 743,854 43,714 3,583,241 3,970 3,587,211

7. Other income/expense

Net other income/expenses amounted to a gain of EUR 8.5 million, compared to a loss of EUR 1.6 million in the previous period, mainly due to the following transaction:

During first half of 2023, the merger by absorption of the subsidiary of ElvalHalcor, Etem Commercial, from the joint-stock company Cosmos Aluminium SA was completed. As a result of this transaction, Viohalco recorded a gain of EUR 4.5 million at consolidated level (Note 17). Based on the purchase agreement, the shareholders of ElvalHalcor granted Cosmos Aluminium with a put option to purchase the remaining outstanding capital stock of Cosmos Aluminium. In addition, Cosmos Aluminium granted ElvalHalcor with a put option to sale the remaining outstanding capital stock of Cosmos Aluminium. The exercise period for both options commenced in 2028 and their term is for six months. Upon the exercise of the aforementioned options, the shareholders of Cosmos Aluminium will own 100% of outstanding capital stock of Cosmos Aluminium. These expire in case that the

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

shareholders do not exercise them during the exercise period. These options are recognized in the consolidated statement of financial position in their fair value and were included in the carrying amount of the investment in Cosmos Aluminium. The recognized gain from their measurement in the fair value, amounted EUR 2.4 million, recorded into "Other income".

8. Net finance cost

Net finance costs amounted to EUR 89.3 million in the first half of 2023, compared with EUR 49.7 million during previous year. The increase is mainly attributed to the higher cost of net debt as interest rate increases intensified with monetary policies tightening all around the globe for H1 2023.

9. Income Tax

Income tax expense was calculated based on management's estimate of the average annual tax rate that is expected to apply for the full financial year.

for the six months ended 30 June
Amounts in EUR thousands 2023 2022
Current tax -15,859 -54,949
Deferred tax 771 -3,791
Total -15,088 -58,739

The corporate income tax rate in Belgium according to the applicable tax legislation is 25%. The profit is taxed at the applicable rate corresponding to the country in which each company is domiciled. According to the Greek law 4799/2021, enacted in May 2021, the corporate income tax rate for legal entities in Greece, where most of Viohalco subsidiaries are located, for the fiscal year 2021 and onwards is set at 22%.

The consolidated effective tax rate for the six-month period ended 30 June 2023 was 24.9%, compared with 20% at 30 June 2022.

10. Equity accounted investees

Reconciliation of carrying amount of associates and joint ventures:

Amounts in EUR thousands 30 June 2023 31 December 2022
Opening balance 36,638 44,372
Share of profit / loss (-) net of tax 365 -1,365
OCI profit (loss) for the period -1 -2
Dividends received -723 -655
Effects on movement in exchange rates -3,231 1,194
Share capital increase 1,400 7,500
Disposals - -6,001
Spin off - 856
Impairment - -9,260
Closing balance 34,449 36,638

11. Contract Assets

The contract assets primarily relate to the rights to consideration for work completed but not billed at the reporting date on customized products or energy projects. The contract assets are transferred to receivables when the rights become unconditional. This occurs when the Viohalco companies issue an invoice to the customer.

Contract assets increased by EUR 52.5 million compared to 31 December 2022 due to higher amounts of unbilled receivables, as for turnkey cables projects, customized steel pipes and cables, amounts are billed as work

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

progresses in accordance with agreed-upon contractual terms, either upon achievement of contractual milestones, or at the final delivery and acceptance of the products.

12. Property, plant and equipment & intangible assets

Property, Plant and Equipment

During the first half of 2023, Viohalco investments in capex projects amounted to EUR 123 million (H1 2022: EUR 119 million).

Aluminium segment investments amounted to EUR 34 million, mainly related to the cold rolling mill, the new lacquering line and other storage and infrastructure investments at Oinofyta aluminium rolling plant.

Additions of EUR 13 million in copper segment are related to the four new basesfor bell annealing and other maintenance and operational improvements at Sofiamed plant in Bulgaria.

Regarding cables segment, capital expenditure in the first half of 2023 amounted to EUR 54 million, mainly for the implementation of the planned offshore cables capacity expansion in Fulgor's plant in Corinth, selective investments in Hellenic Cables onshore cables plants in the area of Thiva and initial expenses of EUR 3.2 million to support the construction of a submarine cables factory in the USA.

Capital expenditure in steel pipes amounted to EUR 3.2 million (H1 2022: EUR 1.6 million), mostly related to operational improvements in the Thisvi CPW plant.

Steel segment investments, amounted to EUR 15.1 million, mainly concern maintenance capital expenditure and production capacity increase in Steel Plants in Greece. They also include equipment's replacement and improvements in Stomana plant in Bulgaria.

Depreciation of property, plant and equipment for the six-month period amounted to EUR 66 million (H1 2022: EUR 61 million).

Intangible Assets

Intangible assets of EUR 1.4 million acquired during the first half of 2023 (H1 2022: EUR 1.2 million), mainly related to software programmes of subsidiaries.

13. Investment property

During the first half of 2023, Viohalco invested an amount of EUR 5 million (H1 2022: EUR 42 million) for the improvement of investment properties by Noval Property REIC, subsidiary of Viohalco in Real Estate segment.

Change in estimate of useful lives

During first half of 2023, Noval Property, the subsidiary of real estate segment conducted an operational efficiency review at all its properties and taking into account the frequent and consistent maintenance of the properties, resulted in changes in their expected useful life.

As a result, the expected useful life of the properties was extended by 10 years on average.

Upon the application of the changes described above, the ranges of useful lives as described in the relative accounting policy remained unaffected.

The effect of these changes on annual depreciation expense, included in 'Cost of sales', will be approximately EUR 3.4 million for 2023 and the period 2024-2027 on an annual basis.

The effect recorded for the six-month period ended on 30 June 2023 was EUR 1.8 million.

14. Inventory

As at 30 June 2023, inventories amounted at EUR 1,811 million compared to EUR 1,914 million at 31 December 2022. During the six months ended 30 June 2023 Viohalco companies recorded an impairment of inventories of EUR 15.9 million, included in 'Cost of Sales' in the consolidated statement of profit or loss statement. Such impairment was recorded due to the decreasing trend of the LME metal prices compared to previous year.

15. Non-controlling interests

Following the decision of the extraordinary General Meeting on February, 10th , 2023 of the subsidiary of ElvalHalcor, Epirus Metalworks SA, it was approved the increase in share capital by a) EUR 235,290.00 paid in cash with the issue of 23,529 new common registered voting shares and b) EUR 117,650.00 through the capitalization of share premium reserve. In the aforementioned share capital increase ElvalHalcor did not participate, so the result of the transaction is presented in line "Other changes in ownership interests" of the Statement of Changes in Equity.

According to the purchase agreement between the new shareholders of Epirus Metalworks and ElvalHalcor, ElvalHalcor granted two call options to the new shareholders of Epirus Metalworks to purchase their ownership interests in Epirus Metalworks, while the new shareholders granted ElvalHalcor two put options to sell their ownership interests in Epirus Metalworks. These options are presented in their fair value and are classified as level 3, while are remeasured at each reporting date. At consolidated level, according to IFRS 10, the present value of redemption amount of the aforementioned options was recognized in the statement of financial position as Non current - Trade and other payables.

Amounts in EUR thousands 30 June 2023 31 December 2022
Non-current liabilities
Secured bank loans 180,921 157,520
Unsecured bank loans 149,081 65,735
Secured bond issues 597,025 629,035
Unsecured bond issues 595,855 619,010
Loans and borrowings – Long term 1,522,881 1,471,299
Lease Liabilities – Long term 31,664 29,449
Total Long-term debt 1,554,545 1,500,748
Current liabilities
Secured bank loans 146,902 168,815
Unsecured bank loans 537,933 533,362
Current portion of secured bank loans 44,845 43,537
Current portion of unsecured bank loans 16,019 16,928
Current portion of secured bond issues 56,218 63,599
Current portion of unsecured bond issues 119,986 131,924
Loans and borrowings – Short-term 921,904 958,166
Lease Liabilities – Short-term 9,999 10,932
Total Short-term debt 931,903 969,097
Total loans and borrowings 2,486,449 2,469,845

16. Loans and borrowings

Total 1,554,545 1,500,748
Over 5 years 836,293 789,801
Between 2 and 5 years 486,159 486,889
Between 1 and 2 years 232,093 224,059
Amounts in EUR thousands 30 June 2023 31 December 2022
30 June 2023
Carrying amount Interest rate
Bank loans (non-current*) - EUR 387,389 5.21%
Bank loans (current) - EUR 640,746 6.18%
Bank loans (current) - GBP 35,922 7.70%
Bond issues - EUR 1,369,084 5.06%
31 December 2022
Carrying amount Interest rate
Bank loans (non-current*) - EUR 278,133 3.78%
Bank loans (current)-EUR 630,773 4.31%
Bank loans (current)-USD 6,507 6.90%
Bank loans (current)-GBP 57,010 6.12%
Bond issues-EUR 1,443,568 3.99%

The effective weighted average interest rates at the reporting date (as per contract) are as follows:

*Including current portion

The majority of Viohalco companies' loans are Euro denominated.

During the first half of 2023, Viohalco subsidiaries obtained new bank loans amounting to EUR 294 million and repaid bank loans of EUR 284 million maturing within the year. The new loans were mainly bond loans and drawdowns from existing revolving credit facilities for project financing, or new loans with similar terms and conditions.

More specifically, during the first half of 2023 the main events relating to Viohalco companies' financing are the following:

Aluminium and Copper segments

▪ ElvalHalcor disbursed from EIB, EUR 40 million out of EUR 75 million loan, for the financing of the aluminum rolling plant investment program at Oinofyta.

Cables segment

  • Fulgor received a 7-year loan facility from the European Bank for Reconstruction and Development (EBRD) of EUR 88 million, made up from EUR 25.2 million as a Recovery and Resilience Facility (RRF) loan channelled through the Greek Ministry of Finance, and the remaining EUR 62.8 million from the EBRD. This loan facility finances a wider investment program of EUR 110 million that includes the Corinth plant's expansion along with the associated working capital outlays once the new production capacity is available, as well as research & development (R&D) initiatives to be undertaken in the following years. The remaining EUR 22 million will be covered by own funds.
  • Fulgor received a new 7-year bond loan of EUR 19.1 million from a major Greek bank;

Steel Pipes segment

▪ Corinth Pipeworks received a new 5-year bond loan of EUR 5 million from a Greek bank;

No other significant events, related with the financing of subsidiaries occurred during the period.

Reconciliation of movements of liabilities to cash flows arising from financing activities:

Amounts in EUR thousands Loans and
Borrowings
Lease
Liabilities
Total
Balance at 1 January 2023 2,429,465 40,380 2,469,845
Changes from financing cash flows
Proceeds from loans and borrowings 294,035 - 294,035
Repayment of borrowings & lease liabilities -284,462 -8,787 -293,249
Total change from financing cash flows 9,572 -8,787 786
Other changes

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

Amounts in EUR thousands Loans and
Borrowings
Lease
Liabilities
Total
New leases - 10,293 10,293
Interest expense 65,210 1,036 66,247
Interest paid* -61,264 -986 -62,250
Capitalised borrowing costs 1,865 - 1,865
Terminations/modifications -1,907 -287 -2,194
Effect of changes in foreign exchange rates 1,844 13 1,857
Total other changes 5,748 10,070 15,818
Balance at 30 June 2023 2,444,785 41,663 2,486,449

*Interest paid reported in Cash Flow Statement, includes bank charges and other finance costs.

Amounts in EUR thousands Loans and
Borrowings
Lease
Liabilities
Total
Balance at 1 January 2022 2,142,238 45,334 2,187,573
Changes from financing cash flows
Proceeds from loans and borrowings 856,508 - 856,508
Repayment of borrowings & lease liabilities -570,259 -11,630 -581,890
Total change from financing cash flows 286,248 -11,630 274,618
Other changes
New leases - 10,195 10,195
Interest expense 86,229 1,915 88,144
Interest paid* -79,500 -1,846 -81,347
Capitalised borrowing costs 600 - 600
Terminations/modifications of lease contracts 253 -2,807 -2,554
Loss of Control/Disposal of subsidiary -3,439 -801 -4,240
Division spin off 4 - 4
Effect of changes in foreign exchange rate -3,168 21 -3,147
Total other changes 978 6,676 7,655
Balance at 31 December 2022 2,429,465 40,380 2,469,845

*Interest paid reported in Cash Flow Statement, includes bank charges and other finance costs.

Short term facilities are predominately revolving credit facilities, which finance working capital needs and specific ongoing projects. Viohalco subsidiaries have never in the past experienced any issues in financing their activities, renewing their working capital lines or refinancing long-term loans and borrowings. Management expects that any mandatory repayment of banking facilities will be met with operating cash flows or from currently unutilized and committed credit lines.

Under the terms of the loan agreements, certain Viohalco subsidiaries must comply with conditions (including financial covenants) and such compliance is tested on semi-annual basis for the majority of the loans. Management has considered the measures that need to be taken to mitigate the risk relating to potential breaches and expects that in the event that these covenants are breached, waivers will be granted, which have been provided in the past when requested.

The average interest rate of the outstanding bank loans as 30 June 2023 was 5.4% (4.1% as at 31 December 2022). Property, plant and equipment and inventories of some subsidiaries carry mortgages and liens for a total amount of EUR 1,531 million, as collaterals for long term loans and syndicated loans. In addition, for certain Viohalco companies' loans, there are change of control clauses that provide lenders early redemption rights. The majority of Viohalco companies' loans are Euro denominated.

17. Financial instruments

A. Carrying amounts and fair values

The following table shows the carrying amounts and fair values of financial assets and financial liabilities, including the levels in the fair value hierarchy.

30 June 2023
Carrying
Amounts in EUR thousands amount Level 1 Level 2 Level 3 Total
Other investments 37,480 3,489 2 33,990 37,480
Derivative financial assets 47,471 3,206 44,265 - 47,471
84,951 6,695 44,267 33,990 84,951
Derivative financial liabilities -18,756 -4,645 -14,111 - -18,756
66,195 2,050 30,156 33,990 66,195
31 December 2022
Amounts in EUR thousands Carrying
amount
Level 1 Level 2 Level 3 Total
Other investments 8,405 3,597 2 4,806 8,405
Derivative financial assets 66,071 2,380 63,691 - 66,071
74,476 5,977 63,693 4,806 74,476
Derivative financial liabilities -19,704 -4,705 -14,999 - -19,704
54,772 1,273 48,693 4,806 54,772

The various levels are as follows:

  • Level 1: Quoted prices (unadjusted) in an active market for identical assets and liabilities.
  • Level 2: Inputs that are observable either directly or indirectly.
  • Level 3: Unobservable inputs for assets and liabilities.

The fair value of the following financial assets and liabilities measured at amortised cost approximates their carrying amount:

  • Trade and other receivables;
  • Cash and cash equivalents;
  • Trade and other payables;
  • Loans and borrowings;
  • Lease liabilities.

Specifically, the carrying amount of loans and borrowings is considered as a good approximation of their fair value, as 90% of consolidated Loans and borrowings concern floating-rate debt, which is a very good approximation of current market rates.

The following table shows reconciliation between opening and closing balances for Level 3 financial assets:

Amounts in EUR thousands Other investments Derivative financial
assets
Balance as at 1 January 2023 4,806 -
Additions 26,779 -
Fair value through PnL 2,405 -
Balance as at 30 June 2023 33,990 -
Balance as at 1 January 2022 3,915 944
Additions 942 -
Disposals - -1,015
Impairment loss (-) / Reversal of impairment loss -50 -
Foreign exchange differences - 71
Balance as at 31 December 2022 4,806 -

CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS

On April, 07,2023, the merger by absorption of Etem Commercial SA, subsidiary of ElvalHalcor, by the company Cosmos Aluminium SA has been approved. As a result of the completion of the transaction, ElvalHalcor holds a minority stake of 15% in the share capital of Cosmos Aluminium SA and classified this investment to "Other investments", while assets and liabilities of ETEM had been classified as "Held for sale" at consolidated financial statements of 31 December 2022.

Other Investments analysis

Other investments represent equity securities which Viohalco intends to hold for strategic purposes and therefore they have been classified as FVOCI investments.

The analysis of equity securities is presented below:

Amounts in EUR thousands 30 June 2023 31 December 2022
Listed securities
-Greek equity instruments 2,690 243
-International equity instruments 3,247 3,356
Unlisted securities
-Greek equity instruments 30,260 3,667
-International equity instruments 849 849
-Mutual funds 414 269
-Other 20 20
Total 37,480 8,405

Derivatives

The following table sets out the carrying amount of derivatives:

Amounts in EUR thousands 30 June 2023 31 December 2022
Non-current assets
Interest rate swap contracts 14,655 17,242
Forwards 1,162 3,624
Commodity swaps 4,921 18,056
Total 20,739 38,922
Current assets
Interest rate swap contracts 6,188 3,649
Forwards 12,632 10,427
Future contracts 3,206 2,380
Commodity swaps 4,706 10,692
Total 26,732 27,149
Non-current liabilities
Forwards - 4
Commodity swaps 3,033 1,245
Total 3,033 1,249
Current liabilities
Forwards 6,355 10,155
Future contracts 4,645 4,628
Commodity swaps 4,722 3,672
Total 15,723 18,455

Hedge accounting

Viohalco's companies hold derivative financial instruments for cash flow and fair value hedges.

The abovementioned derivative financial instruments cover risks from:

  • Changes in the prices of metals
  • Fluctuations of foreign exchange rates
  • Changes in loan interest rates
  • Fluctuations of energy prices (natural gas)

The maturity and the nominal value of derivatives held by Viohalco's companies match the maturity and nominal value of the underlying assets / liabilities (hedged items).

Derivatives held by Viohalco companies concerns mainly:

  • Future contracts to hedge the risk from the change of the price of metals listed in LME (London Metal Exchange) and used in production of Viohalco companies (i.e. mainly copper, aluminum and zinc), Such hedges are designated as cash flow hedges.
  • F-X Forward and F-X swaps to hedge the risk from the change in exchange rate of US Dollar and British Pound (i.e. currencies to which Viohalco companies are mainly exposed). Such hedges are either designated as fair value or cash flow hedges depending on the item hedged. F-X Forwards and F-X swaps when used for hedging F-X risk on outstanding receivables and suppliers denominated in foreign currency these instruments are designated under fair value hedging. F-X forwards when used for hedging F-X risk on the forecasted sales of goods or purchase of materials executed in foreign currency F-X forward is hedging instruments designated under the cash flow method.
  • Commodity Swaps referenced on the Title Transfer Facility (TTF) prices to hedge the risk of fluctuations in natural gas prices from market conditions.
  • Interest rate swaps in order to hedge the volatility risk from interest rates of variable rate loans and borrowings. In order to hedge it, companies use interest rate swaps that transform the variable interest rate into a fixed one, thus reducing interest rate volatility risk.

Derivatives are recognized when Viohalco companies enter into the transaction in order either to hedge the fair value of receivables, liabilities or commitments (fair value hedges) or highly probable transactions (cash flow hedges).

The change in fair value recognized in equity under cash flow hedging as of 30 June 2023 will be recycled to the consolidated statement of profit or loss during the next years, as some of the hedged events are expected to occur (the forecasted transactions will take place or the hedged items will affect Profit or Loss statement) within 2023 and some others at a later stage.

B. Measurement of fair values

(a) Valuation techniques and significant unobservable inputs

During the period there were no changes in valuation processes compared to those described in the last annual Consolidated Financial Statements.

Fair value for interest rate swaps is calculated on the basis of the present value of forecasted future cash flows. Interest rate swaps are categorized as Level 2, based on the inputs used in the valuation technique to determine their fair value.

(b) Transfers between Levels 1 and 2

There were no transfers from Level 2 to Level 1 or from Level 1 to Level 2 in first half of 2023 or in 2022.

18. Guarantees

Viohalco companies have provided guarantees in favor of customers and suppliers, mainly in order to secure that certain conditions of contracts will be fulfilled according to agreed terms, relating to products or services.

An analysis of guarantees is provided below:

Amounts in EUR thousands 30 June 2023 31 December 2022
Guarantees to secure liabilities to suppliers 33,020 46,276
Guarantees for securing the good performance of contracts with customers 600,850 505,164
Guarantees for securing the good performance of contracts with suppliers 2,534 3,129

19. Related parties

(a) Transactions and balances with equity-accounted investees and other related parties

For the six months ended 30 June
Amounts in EUR thousands 2023 2022
Sales of goods / services
Associates 57,991 66,356
Joint ventures 71,397 26,527
129,388 92,883
Sale of fixed assets
Joint ventures 166 -
166 -
Purchases of goods / services
Associates 4,267 7,669
Joint ventures 20,488 2,251
24,755 9,920
Purchase of property, plant and equipment
Associates 885 70
885 70
Amounts in EUR thousands 30 June 2023 31 December 2022
Receivables from related parties
Associates 39,963 35,452
Joint ventures 33,521 13,548
73,484 48,999
Contract assets from related parties
Associates 56 96
Joint ventures - 6
56 103
Liabilities to related parties
Associates 3,714 3,102
Joint ventures 360 198
4,074 3,301
Contract liabilities to related parties
Associates 35 -
Joint ventures 54 86

(b) Transactions with key management

Key management remuneration for the six months period ended 30 June 2023 to the Board members and the executive management for the execution of their mandate amounted to EUR 2,901 thousand (H1 2022: EUR 2,767 thousand).

The fees to directors and executive management are fixed compensation. No variable compensation, postemployment benefits or share-based benefits were paid during the period.

20. Subsequent events

There are no subsequent events affecting the consolidated financial information.

Statutory auditor's report on review of condensed consolidated Interim Financial Statements for the period ended 30 June 2023

______________________________________________________________

Introduction

We have reviewed the accompanying condensed consolidated interim financial statements, consisting of the condensed consolidated statement of financial position of Viohalco S.A. and its subsidiaries (jointly "the Group") as of 30 June 2023, and the related condensed consolidated statement of profit or loss, the condensed consolidated statement of profit or loss and other comprehensive income, the condensed consolidated statement of changes in equity and the condensed consolidated statement of cash flows for the six-month period then ended, as well as the explanatory notes to the condensed consolidated interim financial statements. The board of directors is responsible for the preparation and presentation of these condensed consolidated interim financial statements in accordance with IAS 34, as adopted by the European Union. Our responsibility is to express a conclusion on these condensed consolidated interim financial statements based on our review.

Scope of Review

We conducted our review in accordance with International Standard on Review Engagements 2410, "Review of Interim Financial Information Performed by the Independent Auditor of the Entity." A review of interim financial information consists of making inquiries, primarily of persons responsible for financial and accounting matters, and applying analytical and other review procedures. A review is substantially less in scope than an audit conducted in accordance with International Standards on Auditing and, consequently, does not enable us to obtain assurance that we would become aware of all significant matters that might be identified in an audit. Accordingly, we do not express an audit opinion.

Conclusion

Based on our review, nothing has come to our attention that causes us to believe that the accompanying condensed consolidated interim financial statements are not prepared, in all material respects, in accordance with IAS 34, as adopted by the European Union.

Thursday, 21 September 2023

The statutory auditor PwC Réviseurs d'Entreprises SRL / Bedrijfsrevisoren BV Represented by

Marc Daelman Registered auditor

Appendix – Alternative Performance Measures (APMs)

Introduction

Viohalco management has adopted, monitors and reports internally and externally P&L alternative performance measures ('APMs'), namely EBITDA, EBIT, adjusted EBITDA (a-EBITDA) and adjusted EBIT (a-EBIT) on the basis that they are appropriate measures reflecting the underlying performance of the business. These APMs are also key performance metrics on which Viohalco prepares, monitors and assesses its annual budgets and long-term (5 year) plans. However, it must be noted that adjusted items should not be considered as non-operating or nonrecurring items.

Relating to balance sheet items, Viohalco management monitors and reports the net debt measure.

General Definitions

EBIT

EBIT is defined as profit for the period before:

  • income taxes;
  • Share of profit/loss of equity-accounted investees, net of tax;
  • net finance cost.

a-EBIT

a-EBIT is defined as EBIT, excluding:

  • metal price lag;
  • impairment / reversal of impairment of fixed and intangible assets;
  • impairment / reversal of impairment of investments;
  • gains/losses from sales of fixed assets, intangible assets and investments;
  • exceptional litigation fees and fines;
  • other exceptional or unusual items.

EBITDA

EBITDA is defined as profit for the period before:

  • income taxes;
  • Share of profit/loss of equity-accounted investees, net of tax;
  • net finance cost;
  • depreciation and amortization.

a-EBITDA

a-EBITDA is defined as EBITDA excluding the same line items as a-EBIT.

Net Debt

Net Debt is defined as the total of:

  • Long term borrowings;
  • Short term borrowings;

Less:

• Cash and cash equivalents.

Metal Price Lag

Metal price lag is the P&L effect resulting from fluctuations in the market prices of the underlying commodity metals (ferrous and non-ferrous) which Viohalco subsidiaries use as raw materials in their end-product production processes.

Metal price lag exists due to:

  • 1. the period of time between the pricing of purchases of metal, holding and processing the metal, and the pricing of the sale of finished inventory to customers,
  • 2. the effect of the inventory opening balance (which in turn is affected by metal prices of previous periods) on the amount reported as cost of sales, due to the costing method used (e.g. weighted average), and
  • 3. certain customer contracts containing fixed forward price commitments which result in exposure to changes in metal prices for the period of time between when our sales price fixes and the sale actually occurs.

Most of Viohalco subsidiaries use back-to-back matching of purchases and sales, or derivative instruments in order to minimize the effect of the Metal Price Lag on their results. However, there will be always some impact (positive or negative) in the P&L, since inventory in the non-ferrous segments (i.e. aluminium, copper and cables) is treated as being held on a permanent basis (minimum operating stock), and not hedged, in the ferrous segments (i.e. steel and steel pipes), no commodities hedging occurs.

Reconciliation Tables

EBIT and EBITDA

H1 2023 Other Total Real Total
Amounts in EUR thousands Aluminium Copper Cables Steel Pipes Steel activities Industrial Estate Consolidated
EBT (as reported in Statement
of Profit or Loss)
2,505 32,096 20,348 10,248 -5,143 -4,672 55,382 5,130 60,513
Adjustments for:
Share of profit / loss (-) of
equity-accounted investees
-817 -69 - 292 -82 - -676 311 -365
Net Finance Cost 21,804 12,324 21,899 12,448 16,947 664 86,087 3,208 89,295
EBIT 23,493 44,351 42,248 22,988 11,722 -4,008 140,793 8,650 149,443
Add back:
Depreciation & Amortization 32,958 9,162 9,789 4,812 13,943 1,769 72,433 3,004 75,437
EBITDA 56,451 53,513 52,036 27,800 25,665 -2,239 213,226 11,653 224,879
H1 2022 Steel Other Total Real Total
Amounts in EUR thousands Aluminium Copper Cables Pipes Steel activities Industrial Estate Consolidated
EBT (as reported in Statement
of Profit or Loss)
133,503 37,400 25,948 -3,560 98,900 2,126 294,316 -1,622 292,695
Adjustments for:
Share of profit / loss (-) of
equity-accounted investees
-669 635 - -1,194 -128 - -1,356 314 -1,042
Net Finance Cost 12,574 7,846 10,982 3,710 12,385 653 48,150 1,557 49,707
EBIT 145,407 45,882 36,929 -1,045 111,158 2,779 341,110 249 341,359
Add back:
Depreciation & Amortization 28,858 8,241 8,866 4,447 13,465 2,046 65,925 4,682 70,607
EBITDA 174,266 54,123 45,796 3,402 124,623 4,825 407,035 4,931 411,966

a-EBIT and a-EBITDA

H1 2023 Other Total Real Total
Amounts in EUR thousands Aluminium Copper Cables Steel Pipes Steel activities Industrial Estate Consolidated
EBT
(as reported in Statement of Profit or
Loss)
2,505 32,096 20,348 10,248 -5,143 -4,672 55,382 5,130 60,513
Adjustments for:
Net finance cost 21,804 12,324 21,899 12,448 16,947 664 86,087 3,208 89,295
Share of Profit (-) / Loss of Associates -817 -69 - 292 -82 - -676 311 -365
Metal price lag 28,919 5,618 6,864 - 10,866 - 52,267 - 52,267
Impairment / Reversal of Impairment (-)
on fixed assets
64 -59 - - - - 4 -834 -830
Impairment/ Reversal of Impairment (-)
on investments
- - - - - - - -2,020 -2,020
Gains (-) / losses from sales of fixed
assets and intangibles
-121 -53 - - -645 -124 -942 - -942
Gains (-) / losses from disposal of
subsidiaries
-4,462 - - - - - -4,462 - -4,462
(Gains) / losses from financial assets
valuation
-2,405 - - - - - -2,405 - -2,405
Reorganisation costs 2,261 - - - - - 2,261 - 2,261
a-EBIT 47,748 49,857 49,112 22,988 21,943 -4,132 187,516 5,795 193,311
Add back:
Depreciation & Amortization 32,958 9,162 9,789 4,812 13,943 1,769 72,433 3,004 75,437
a-EBITDA 80,706 59,019 58,901 27,800 35,886 -2,363 259,949 8,799 268,748
H1 2022 Aluminium Copper Cables Steel Pipes Steel Other Total Real Total
Amounts in EUR thousands activities Industrial Estate Consolidated
EBT
(as reported in Statement of Profit or
Loss)
133,503 37,400 25,948 -3,560 98,900 2,126 294,317 -1,622 292,695
Adjustments for:
Net finance cost 12,574 7,846 10,982 3,710 12,385 653 48,150 1,557 49,707
Share of Profit (-) / Loss of Associates -669 635 - -1,194 -128 - -1,356 314 -1,042
Metal price lag -44,404 -7,452 2,399 - -8,810 - -58,267 - -58,267
Impairment / Reversal of Impairment
(-) on fixed assets
143 - - - - - 143 - 143
Gains (-) / losses from sales of fixed
assets and intangibles
-119 166 -340 -1 -4 -130 -427 - -427
Gains (-) / losses from sales of
investments
- - - - 1,343 - 1,343 - 1,343
Provision for indemnity to customer - - - 500 - - 500 - 500
a-EBIT 101,028 38,596 38,988 -546 103,687 2,648 284,401 249 284,650
Add back:
Depreciation & Amortization 28,858 8,241 8,866 4,447 13,465 2,046 65,925 4,682 70,607
a-EBITDA 129,886 46,837 47,854 3,901 117,153 4,695 350,325 4,931 355,257

Segmental Information

H1 2023 Steel
Amounts in EUR
thousands
Aluminium Copper Cables pipes Steel Other
activities
Total
Industrial
Real Estate Total
Consolidated
Revenue 1,014,852 957,581 460,214 304,989 573,051 36,144 3,346,830 17,397 3,364,227
Gross profit 66,061 73,932 60,658 32,242 44,914 8,373 286,181 8,218 294,399
Operating profit 23,493 44,351 42,248 22,988 11,722 -4,008 140,793 8,650 149,443
Net finance cost -21,804 -12,324 -21,899 -12,448 -16,947 -664 -86,087 -3,208 -89,295
Share of profit/loss
(-) of Associates
817 69 - -292 82 - 676 -311 365
Profit/Loss (-)
before tax
2,505 32,096 20,348 10,248 -5,143 -4,672 55,382 5,130 60,513
Income tax -3,133 -3,149 -4,437 -2,610 476 -752 -13,604 -1,484 -15,088
Profit/Loss (-) -628 28,947 15,911 7,638 -4,667 -5,424 41,778 3,647 45,425
H1 2022
Amounts in EUR
thousands
Aluminium Copper Cables Steel
pipes
Steel Other
activities
Total
Industrial
Real Estate Total
Consolidated
Revenue 1,200,862 978,110 426,651 190,050 743,854 43,714 3,583,241 13,755 3,596,996
Gross profit 182,834 70,970 52,240 5,452 138,490 9,668 459,654 3,466 463,120
Operating profit 145,407 45,882 36,929 -1,045 111,158 2,779 341,110 249 341,359
Net finance cost -12,574 -7,846 -10,982 -3,710 -12,385 -653 -48,150 -1,557 -49,707
Share of profit/loss
(-) of Associates
669 -635 - 1,194 128 - 1,356 -314 1,042
Profit/Loss (-)
before tax
133,503 37,400 25,948 -3,560 98,900 2,126 294,316 -1,622 292,695
Income tax -29,942 -5,232 -5,594 2,602 -18,182 -1,975 -58,323 -417 -58,739
Profit/Loss (-) 103,561 32,168 20,354 -958 80,718 151 235,993 -2,038 233,955

Net Debt

Amounts in EUR thousands 30.06.2023 31.12.2022
Long term 1,554,545 1,500,748
Loans & borrowings 1,522,881 1,471,299
Lease liabilities 31,664 29,449
Short term 931,903 969,097
Loans & borrowings 921,904 958,166
Lease liabilities 9,999 10,932
Total Debt 2,486,449 2,469,845
Less:
Cash and cash equivalents -445,945 -412,644
Net Debt 2,040,504 2,057,201

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