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UBS 5 juli 2022 Koersdoel naar 9,50 euro. (ABM FN) UBS heeft het koersdoel voor Ontex verlaagd van 10,50 naar 9,50 euro, maar herhaalde wel het koopadvies. Dit bleek dinsdag uit een rapport van analist Charles Eden. De analist verwacht dat Ontex in het tweede kwartaal in zijn kernmarkten een omzet heeft behaald van 377 miljoen euro, wat een autonome groei zou betekenen van 8,3 procent. De aangepaste EBITDA schat Eden op 23 miljoen euro, met een marge van 6,2 procent. Daarmee zou de marge een stukje hoger liggen dan de 5,4 procent in het eerste kwartaal. Volgens Eden zal Ontex de outlook voor heel 2022 eind deze maand herhalen, ondanks de aanhoudende inflatiedruk. Ontex rekent op een hoge eencijferige autonome omzetgroei in de kernmarkten op vergelijkbare basis. UBS gaat uit van een autonome omzetgroei van 10,1 procent, met een omzet van 1,55 miljard euro, een EBITDA van 118 miljoen euro en een marge van 7,6 procent. Het aandeel Ontex daalde 1,2 procent dinsdagochtend tot 7,33 euro.nl.marketscreener.com/koers/aandeel/O...
TER INFO Aalst-Erembodegem, België, 24 juni 2022 – Ontex Group NV, een toonaangevende internationale leverancier van oplossingen voor persoonlijke hygiëne, zal zijn resultaten voor het tweede en eerste halfjaar van 2022 op vrijdag 29 juli 2022 om 07:00 CET / 06:00 GMT bekendmaken. Het management organiseert op dezelfde dag om 11:00 CET / 10:00 GMT een webcast voor beleggers en analisten. Klik op onderstaande link om de presentatie bij te wonen vanaf uw laptop, tablet of mobiel apparaat.channel.royalcast.com/landingpage/ont...
Hoger dan gemiddeld volume vandaag. Ruim 100 k in de eindveiling.
Mexico verkocht voor 285 miljoen
Aalst, Belgium, July 29, 2022 – Ontex Group NV (Euronext: Ontex), a leading international supplier of personal care products announces that it has entered into a binding agreement to sell its Mexican business activities for approximately €285 million to Softys S.A., a personal hygiene company with operations across Latin America. Softys is a wholly owned subsidiary of Empresas CMPC S.A., headquartered in Chile. The transaction includes Ontex’s business in Mexico and related exports to regional markets as well as its manufacturing facility in Puebla, Mexico. The plant in Tijuana, Mexico remains within the Ontex portfolio as an integral part of Ontex’s North American supply chain footprint. Today’s transaction is an important milestone in Ontex’s new strategy announced in December 2021 to focus on its Partner Brands and Healthcare Business, and accordingly to explore strategic alternatives for its branded business in Emerging Markets. Esther Berrozpe Galindo, CEO, Ontex, said: “This divestment represents a major milestone in our strategy to reshape our portfolio. The proceeds from the sale will contribute to reducing our net debt and strengthening our balance sheet. I am convinced that Softys, with its 40 years of experience in the personal hygiene market in Latin America, is well placed to take the business forward, benefiting from the talent and expertise of our team in Mexico.” Ontex’s Mexican business is being sold at an enterprise value of MXN $5,950 million (or approximately €285 million at current exchange rate). This includes a deferred payment of MXN $500 million, spread over a maximum of five years. Aggregate net cash proceeds, after the impact of taxes, transaction expenses and balance sheet adjustments are estimated at approximately €250 million, and will be exclusively applied to reduce debt. The business being sold develops, manufactures and distributes baby diapers, baby pants, adult diapers and feminine hygiene products, marketed through the brands BBTips®, Chicolastic®, Kiddies®, BioBaby® and others. It has approximately 1,300 employees and generated sales of MXN $7.4 billion in 2021. Ontex and Softys aim to close the transaction, which is subject to the customary conditions, including the applicable merger clearance approvals, by early 2023. Geoffroy Raskin Investor enquiries icon_emailinvestor.relations@ontexglobal.com
Golfgoeroe schreef op 29 juli 2022 07:02 :
Mexico verkocht voor 285 miljoen
Dat is meer dan de helft van de beurswaarde en dus een killerdeal.
Waar blijven de rest van de cijfers?
Successful delivery of strategic priorities with revenue turnaround, structural cost reduction and portfolio transformation with agreement to sell Mexican business Strong revenue growth of 15% LFL driven by volume, mix and pricing, outperforming retail brand markets, which benefit from consumer shift Unprecedented cost inflation continuing to negatively impact EBITDA despite savings, volume growth and pricing ramp-up EPS impacted by impairments following portfolio adjustments H2 revenue and adjusted EBITDA margin to increase progressively, boosted by continued strong pricing and cost reduction H1 results Revenue [1] of Core Markets was €781 million, up 12% like for like, driven by 8.1% volume/mix growth, and 3.5% overall higher prices. The strong increase denotes Ontex’s top line turnaround after several years of organic sales stagnation or decline. Adjusted EBITDA [1] of Core Markets was €40 million, down 53% year on year, with the revenue growth drop-through contributing €51 million and gross savings €29 million. These were more than offset by the adverse impact of raw material and operating cost inflation of €(124) million. The adjusted EBITDA margin thereby dropped to 1%, down 7.2pp year on year. Total Group revenue, including discontinued Emerging Markets was €1,152 million, up 15% LFL, driven by 6.6% volume/mix and 8.4% pricing, while adjusted EBITDA came in at €49 million, down 51% year on year. The resulting EBITDA margin of 4.3% was down 6.0pp year on year, and encompasses a sequential margin improvement for Emerging Markets of 2.7pp versus H2 2021. Adjusted EPS of continuing operations was €(0.14) compared to €0.27 in H1 2021. Basic EPS, including non-recurring costs and profit from discontinued operations, was €(2.08) compared to €0.09 in H1 2021. The delta is almost entirely attributable to non-cash impairments booked on the Russian and Mexican assets of €(84) and €(60) million respectively. Free cash flow was €(59) million, compared to €22 million in the prior year, as a result of lower EBITDA, higher working capital outflow and slightly higher capex. Net debt for the total Group was €826 million at the end of June, up €101 million over the half year, but slightly lower than the end of March thanks to working capital inflow. The leverage ratio rose to 8x from 4.2x at the start of the year. [1] Reported P&L figures, except for profit, represent continuing operations, i.e. Core Markets, only. As from 2022, Emerging Markets, representing 30% of revenue in 2021, are reported as assets held for sale and discontinued operations, following the strategic decision to divest these businesses. CEO quote Esther Berrozpe, Ontex’s CEO, said “We are delivering on the Group’s strategic priorities: turnaround of the top-line, bringing down the structural cost base and divestments to reduce net debt and refocus the Group. The unprecedented cost inflation has however hit our adjusted EBITDA significantly during the first half, so we will continue to accelerate pricing to alleviate this negative impact. Revenue growth and the lower cost base will be a major driver to margin recovery and value creation once the raw material environment improves.”
Q2 results Revenue [1] of Core Markets was €396 million, up 10% like for like, including 5.1% volume/mix growth and 5.3% overall higher prices. With a 2.9% increase compared to Q1, this marks five consecutive quarters of sequential growth. Adjusted EBITDA [1] of Core Markets was €19 million, down 57% year on year, and 10% quarter on quarter. The revenue growth drop-through contributed €32 million and gross savings €17 million to the year-on-year evolution, partly offsetting the adverse impact of raw material and operating cost inflation of €(76) million. The adjusted EBITDA margin thereby dropped to 4.8%, down -7.8pp versus Q2 2021, and down -0.7pp sequentially versus Q1 2022, as the geopolitical context drove input costs up further sequentially more than prices were raised. Total Group revenue, including discontinued Emerging Markets was €598 million, up 15% LFL, driven by 10% pricing and 4.3% volume/mix, while adjusted EBITDA came in at €25 million, down 52% year on year, but slightly up quarter on quarter demonstrating stabilization at total Group level. The resulting EBITDA margin of 4.1% was down 6.1pp versus Q2 2021, and 0.3pp sequentially versus Q1 2022. [1] At current exchange rate. Unless otherwise indicated, all comments in this document on changes are on a year-on-year basis and for revenue specifically on a like-for-like (LFL) basis (at constant currencies and scope and excluding hyperinflation effects). Definitions of Alternative Performance Measures (APMs) in this document can be found further in the document. Outlook The uncertain geo-political environment and resulting volatile inflationary macro-economic situation is persisting, causing visibility to remain low. Provided that the market momentum persists and inflationary pressure on commodity and energy prices does not further expand, Ontex expects for the full year 2022: Revenue of Core Markets and of total Group, including discontinued Emerging Markets, to grow at least 10% like for like, based on positive market momentum and continued price increases; Adjusted EBITDA margin for the next quarters to sequentially improve for both Core markets and the total Group, as additional pricing is passed through and structural cost reduction measures continue to deliver; Adjusted EBITDA of Core Markets to be within a €100 to €110 million range, while total Group adjusted EBITDA is expected in a €125 to €140 million range; Cash flow discipline to remain a focus, with leverage to reduce by year end from 6.8x in June, and working capital over sale is to normalize while capex is to gradually grow to 4% of revenue in H2. Portfolio developments Ontex entered into a binding agreement to sell its Mexican and related export activities to Softys S.A. marking a milestone in the transformation of Ontex. The transaction is based on an enterprise value of MXN $5,950 million, or approximately €285 million[1]. This includes a deferred payment of MXN $500 million, spread over a maximum of five years. Net cash proceeds are estimated at approximately €250 million, after the impact of taxes, transaction expenses and balance sheet adjustments. The closing is foreseen by early 2023, subject to the customary conditions, including the applicable merger clearance approvals. Proceeds from the transaction will be exclusively applied to reduce debt. Ontex is making progress in the divestment of its remaining Emerging Markets businesses, as discussions with potential acquirers continue. [1] At current exchange rate.
Koers kan flink omhoog vandaag.
Joshua3 schreef op 29 juli 2022 07:23 :
Koers kan flink omhoog vandaag.
Ja? Winst gehalveerd...
Mij lijken de cijfers ook niet echt gunstig om een hogere koers te verwachten.
Precies ze hebben de inflatie totaal niet kunnen doorberekenen
Maar op basis Mexico deal?
Hoe staat het met de overname gesprekken?
Nee niet best dit, nog geen verbetering zichtbaar mijn inziens. Zakken naar 5 komende maand, dan inslaan en per q3 hopelijk verbetering
Ineens lijken er allerlei onbekende op het forum te verschijnen? Mexico wordt goed verkocht.
keffertje schreef op 28 juli 2022 12:08 :
[...]
Op zich begrijp ik ook jouw stelling wel, maar vanuit de efficiënte-marktgedachte zouden er dan op bepaalde niveaus toch weer kopers moeten komen? Dat gebeurt wel (zie vandaag rond € 6,30) maar we staan inmiddels weer terug op de niveaus van voor de geruchtenmachine begon te draaien. Uit dat laatste leid ik af dat er morgen dus niets positiefs komt op de drie genoemde punten (operationele resultaatverbetering, disposals en fusie/overname).
Overigens heb ik een longpositie en ben er van overtuigd dat ALS men de niet kernactiviteiten weet te verkopen voor een bedrag rond de 200 miljoen (ongeveer gelijk aan de bankschuld) er een WAARDE aan de aandelen valt toe te kennen van € 10+. Dan is het een kwestie van geduld voordat we flink hogere KOERSEN gaan zien, al dan niet getriggerd door een overnamebod.
Echter er moet wel een keer 'geleverd' worden, want mooie verhalen zijn prettig om naar te luisteren, maar toch liever boter bij de vis!
Mexico voor € 285 verkocht.
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