Lafarge 2005 Nine Months Sales Report
20 Octubre 2005 - 1:00AM
PR Newswire (US)
- Sales up 8.2% to euro 11,759 million PARIS, Oct. 20
/PRNewswire-FirstCall/ -- Sales were up 8.2% to euro 11,759 million
as at September 30, 2005 compared to euro 10,870 million for the
first nine months of 2004. The net scope effect was at 0.6%.
Foreign exchange variations impacted sales by 0.2%. Like for like
sales rose by 7.4% for the first nine months of the year and by
9.5% in the third quarter. "We are continuing to experience good
overall pricing trends in most of our markets, in a context of
higher energy and transportation costs. The situation in our few
difficult markets is evolving as expected, with continued weakness
in Germany and, in cement, ongoing severe price competition in
Brazil, stabilization of prices in South Korea and prices back to
their previous levels in Malaysia. However, some North American
markets (North East and the Great Lakes) have recently appeared
softer. In this context, our previously stated full year
expectation of like for like current operating income growth now
appears challenging" said Jean-Jacques Gauthier, Executive Vice
President and Chief Financial Officer. The sales report for each
division, excluding foreign exchange, scope effects, and before
inter divisional sales elimination is as follows: CEMENT: +8.1%
(+2.1% in Quarter 1, +9.9% in Quarter 2, + 10.8% in Quarter 3).
Cement sales grew 8.1% with a very good third quarter. Volumes, to
date, are 1.2% ahead of the strong levels achieved in the same
period of 2004. Year on year price growth was significant, in an
environment of higher energy and transportation costs. In Western
Europe, sales are up overall with good growth in France and Spain.
Solid price improvements were experienced in Germany and the UK.
The favorable pricing trends across much of the region served to
offset the lower volumes in Germany, Greece and the UK. North
America posted strong sales, with strong price increases throughout
the first nine months. Volumes growth in our Western, River and
Southeastern markets have more than compensated for weaker
Northeastern and Lakes markets. Sales in Eastern Europe are well
ahead of last year's with a very strong third quarter. Romania,
Serbia and Russia continue to post robust sales, with strong
pricing performance in Russia and Serbia. Poland had a strong third
quarter, however its market remains uncertain and year-to-date
volumes are still below 2004 levels. Strong sales growth was
recorded in the Mediterranean Basin particularly in Jordan, Turkey,
Egypt and with an improving trend in Morocco. In Africa, sales
benefit from favourable volume trends, particularly in Kenya and
South Africa. Prices were up in all markets along within the rise
in input costs. Sales evolution in Asia remain very contrasted.
Volumes grew in India and Malaysia but stayed weak in South Korea
and the Philippines. The overall decline in sales is attributable
to the severe price conditions experienced in Malaysia and South
Korea in the first half. During the third quarter, however, prices
are back to their previous levels in Malaysia and have stabilized
in South Korea. In Latin America, sales are slightly down,
essentially reflecting the ongoing severe price competition in
Brazil. On the other hand, Venezuela and Chile continued to show
good improvement. AGGREGATES & CONCRETE: +10.0% (+4.5% in
Quarter 1, +13.6% in Quarter 2, +10.2% in Quarter 3) The strong
growth in Aggregates and Concrete has been driven by continued
solid pricing gains in a context of rising costs throughout most
markets and good volumes, in the second and third quarters.
Aggregates sales growth were particularly robust in North America,
driven by favorable prices and volumes. In Western Europe, sales
are up as a result of good pricing trends, although volumes remain
down after the weak, weather impacted, first quarter and a decline
of the UK market. Good market conditions were seen in the majority
of our emerging markets. The Asphalt and Paving activity, driven in
North America and the UK by volumes and prices, improved from 2004
levels. In Concrete, sales increased strongly in Western Europe,
driven by favorable pricing actions, product and customer mix and
strong volumes in all markets but Greece. In North America good
price and product mix improvements more than offset the decline in
volumes. We also saw strong increase in most emerging countries,
particularly in Latin America, Africa and Asia. ROOFING: -3.4%
(-9.1% in Quarter 1, -3.8% in Quarter 2, +0.8% in Quarter 3) In
Western Europe, over the nine months, sales are down in most
countries, with the exception of Italy and Scandinavia. The severe
drop in volumes and prices in Germany continued through the third
quarter although the gap from last year is reducing. Good housing
market conditions continued to drive sales growth in the United
States, both in volumes and prices. GYPSUM: +7.4% (+4.5% in Quarter
1, +9.7% in Quarter 2, +7.6% in Quarter 3) The increase in sales
was largely driven by favorable market conditions in North America,
resulting in successful price increases and volume growth. Sales
volumes in Western Europe were relatively flat, pulled down by
Germany, but positive pricing contributed to increase sales. In
Asia sales declined, mainly as a result of a weaker market in South
Korea. POSITIVE FOREIGN EXCHANGE IMPACT OF +0.2% AMOUNTING TO EURO
23 MILLION The positive foreign currency translation impact on
sales was limited, with the decline in the US Dollar versus the
euro being more than offset by the appreciation of several other
currencies (in particular, the Canadian dollar, the South Korean
won and the Polish zloty). SCOPE CHANGES OF +0.6% AMOUNTING TO EURO
70 MILLION Sales from acquisitions amounted to a positive scope
effect of euro 154 million largely due to the acquisition of
Cementos Selva Alegre in Ecuador in December 2004, of Hupfer
Holdings in France (May 2004) and of the assets of The Concrete
Company in the United States (April 2004). The negative scope
effect, stemming mostly from disposals in the UK and North America,
totaled euro 84 million. CONSOLIDATED SALES AS AT September 30,
2005 At constant At constant scope scope and foreign September 30,
September 30, and foreign exchange, 2005 2004 Variation exchange
before euro Million euro Million inter divisional sales elimination
Cement 5,634 5,174 +8.9 % +7.9 % +8.1 % Aggregates & Concrete
3,920 3,515 +11.5 % +10.1 % +10.0 % Roofing 1,108 1,123 -1.3 % -3.4
% -3.4 % Gypsum 1,081 1,009 +7.1 % +7.3 % +7.4 % Others 16 49 -67.3
% +16.2 % NA TOTAL 11,759 10,870 +8.2 % +7.4 % NA Lafarge's next
financial publication -- 2005 full year sales -- will be on January
26, 2006 (before the Euronext stock market opens). Lafarge, the
world leader in building materials, holds top-ranking positions in
all four of its Divisions: Cement, Aggregates & Concrete,
Roofing and Gypsum. Lafarge employs 77,000 people in 75 countries
and posted sales of euro 14.4 billion in 2004. Additional
information is available on the web site at
http://www.lafarge.com/. For release worldwide with simultaneous
release in the United States. Statements made in this press release
that are not historical facts, including statements regarding our
expected operating income, are forward- looking statements made
pursuant to the safe harbor provisions of the Private Securities
Litigation Reform Act of 1995. These statements are not guarantees
of future performance and involve risks, uncertainties and
assumptions ("Factors"), which are difficult to predict. Some of
the Factors that could cause actual results to differ materially
from those expressed in the forward- looking statements include,
but are not limited to: the cyclical nature of the Company's
business; national and regional economic conditions in the
countries in which the Group does business; currency fluctuations;
seasonal nature of the Company's operations; levels of construction
spending in major markets; supply/demand structure of the industry;
competition from new or existing competitors; unfavorable weather
conditions during peak construction periods; changes in and
implementation of environmental and other governmental regulations;
our ability to successfully identify, complete and efficiently
integrate acquisitions; our ability to successfully penetrate new
markets; and other Factors disclosed in the Company's public
filings with the French Autorite des Marches Financiers and the US
Securities and Exchange Commission including its Reference Document
and annual report on Form 20-F. In general, the Company is subject
to the risks and uncertainties of the construction industry and of
doing business throughout the world. The forward-looking statements
are made as of this date and the Company undertakes no obligation
to update them, whether as a result of new information, future
events or otherwise. Conference Call on Half Year Sales to
September 30th, 2005 Following the release of Lafarge's sales to
September 30th, 2005, a conference call will be held on: October
20th, 2005 at 15:30 French time, in English (14:30 UK time; 09:30AM
EDT in North America) The speakers will be: Jean-Jacques Gauthier -
Chief Financial Officer and Executive Vice President Yvon
Brind'Amour - Vice-President Investor Relations and Equity
Financing Daniele Daouphars - Manager Investor Relations If you
wish to participate in the conference call, please dial: From
France: +33 (0)1 70 99 35 06 From UK toll free (UK only): 0800 358
3798 From UK dial in local number: + 44 (0) 20 7947 5018 From USA
toll free (US only): +186 6432 7186 Conference call name: "Lafarge"
A replay of the conference call will be available from October
20th, 2005 at 7.30 pm French time to October 27th, 2005 at 7.30 pm
at the following numbers: From France +33(0) 4 88 91 53 52 From UK
toll free (UK only): 0800 358 5416 From UK dial in local number:
+44 0207 081 9440 From USA toll free (US only): +1866 717 8634
Access code for all numbers: 814642 DATASOURCE: Lafarge CONTACT:
Communications, Stephanie Tessier, +33-1-44-34-92-32, , Amanda
Jones, +33-1-44-34-19-47, , or Investor Relations, Yvon
Brind'Amour, +33-1-44- 34-92-93, , Daniele Daouphars,
+33-1-44-34-92-93,
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