Accor: 2006 Interim Results and Strategic Review of the Group's Businesses
06 Septiembre 2006 - 1:47AM
PR Newswire (US)
PARIS, September 6 /PRNewswire-FirstCall/ -- Strong Growth in
First-Half 2006 Results - Profit before tax of EUR282 million, up
36.7% - Net profit, Group share of EUR241 million, up 54.3% -
Earnings per share of EUR1.06, up 47.2% - Full-year profit before
tax objective of EUR680-700 million, up 20% (in EUR millions)
H1-2005 H1-2006 % Change pro forma* Revenue 3,404 3,690 +8.4%
EBITDAR** 864 969 +12.1% Operating profit before tax and 206 282
+36.7% non-recurring items Net profit, Group share 156 241 +54.3%
*In accordance with IFRS, Carlson Wagonlit Travel's net profit in
2005 and 2006 has been recognized below profit before tax and
non-recurring items, in "profit or loss from discontinued
operations." **Earnings before interest, taxes, depreciation,
amortization and rental expense. Consolidated revenue rose by a
reported 8.4% in the first six months of 2006. At constant scope of
consolidation and exchange rates, the like-for-like increase was
6.0%, reflecting the strong performance by all the businesses and
by every operating region. EBITDAR amounted to EUR969 million, up
12.1% compared with first-half 2005, and represented 26.2% of
revenue, compared with 25.4% a year earlier. The 0.8-point
improvement (1.0 point like-for-like) was led by the strong growth
in the Group's two core businesses. EBITDAR margin in the Hotels
business increased by 1.1-point like-for-like, reflecting the
highly significant margin improvement in the upscale and midscale
segments in Europe outside France (+2.0 pts L/L) and in the US
economy segment (+2.5 pts L/L). The Services business reported an
EBITDAR margin of 40.6% for the first-half, a 1.8-point
like-for-like increase that confirmed the business' robust
performance in all its markets. Operating profit before tax and
non-recurring items rose by a sharp 36.7% to EUR282 million for the
half. Net profit, Group share increased by 54.3% to EUR241 million,
including a EUR129 million capital gain on the sale of 68 hotels to
Fonciere des Murs during the period. As with the first transaction
carried out in June 2005, the sale was designed to reduce earnings
volatility by making use of variable leases based on a percentage
of revenues with no guaranteed minimum. As a result, earnings per
share rose 47.2% to EUR1.06 from EUR0.72 in first-half 2005, based
on the weighted average 228,278,721 shares outstanding during the
period. Net debt amounted to EUR1,248 million at June 30, 2006.
Cash flow for the period included in particular EUR892 million in
proceeds from the disposal of assets resulting from the strategy of
refocusing on two core businesses, Hotels and Services, and the
commitment to actively managing the hotel property portfolio.
Equity was reduced by EUR262 million during the period through the
cancellation of 5,714,500 Accor SA shares acquired under the share
buyback program launched in May to enable shareholders to benefit
from the Group's positive outlook. The main financial ratios
improved over the period, reflecting the Group's strengthened
financial situation. Gearing stood at 31% at June 30, 2006. The
ratio of adjusted funds from operations to adjusted net debt[1]
rose to 18.5% from 15.5% a year earlier, while the return on
capital employed[2] steadily improved, rising to 11.0% from 10.3%
at June 30, 2005. Outlook for 2006 July and August RevPAR was up an
aggregate 10.4% in upscale and midscale hotels in Europe, 6.3% in
economy hotels in Europe and 3.6% in US economy hotels. Over the
same two months, Services revenue was up 15.6% like-for-like. The
Group's 50% interest in Carlson Wagonlit Travel was sold in August
for EUR365 million. As of September 6, the share buyback program
had been completed up to 80%, with the total impact on net debt and
equity amounting to EUR407 million. The Group intends to complete
the entire EUR500 million program by the end of the year. For the
full year, the Group's objective is to achieve operating income
before tax and non-recurring items of EUR680 million to EUR700
million, an increase of more than 20% from the EUR569 million
reported on a pro forma basis in 2005. Strategic Review of the
Group A Group refocused on its two growth businesses Services and
Hotels Further divestment of non-strategic investments, totaling
more than EUR500 million in 2007-2008 Services - "Ticket"
positioned as an umbrella brand - To sustain organic growth of 8%
to 16% a year - EUR500 million in expansion investments by 2010
Hotels - Creation of a new brand for - Stepped up property
disposals, non-standardized economy hotels in totaling more than
EUR3.2 Europe billion* by 2008 - Repositioning of Sofitel hotels -
Launch of three key business projects in Europe - Relaunch of the
Formule 1, Ibis and Novotel brands - Confirmed opening of 200,000
rooms representing an investment - Strategic review of Red Roof Inn
of EUR2.5 billion by 2010 *Of which EUR1.6 billion in cash and
EUR1.6 billion in off-balance sheet commitments. The Board of
Directors approved the in-depth strategic review conducted by the
Executive Committee. The Group refocuses on its two core
businesses, Hotels and Services, while pursuing the divestments of
non-strategic assets. In the Services business, Accor's ambition is
to enhance its global market leadership with highly innovative
voucher products under the "Ticket" umbrella brand. Organic growth
will be led by four main drivers: increasing the penetration rate,
extending the product lines, deploying products outside their
original countries and entering new countries. In this way, the
Services business could achieve organic growth (excluding
acquisitions and the currency effect) of 8% to 16% a year.
Acquisitions represent another important driver of future
development in Services. Accor is therefore planning to spend
EUR500 million over the next five years to enable the business to
acquire market share or expertise, thereby potentially driving an
additional 5% growth per year. In the Hotels business, Accor's
ambition is to be on the five continents the leader in economy and
midscale hotels and a major player in the upper upscale segment by
promoting its expertise and adapting its operating structures. In
this way, Accor intends to revitalize its brand portfolio by taking
a new marketing approach. A new brand for non-standardized economy
hotels will be created in Europe and offered to independent
franchisees beginning in 2007 in France. In the upper upscale
segment, the Sofitel brand will be repositioned, while in the
midscale and economy segments, the Formule 1, Ibis and Novotel
brands will be relaunched with new innovation and design. In the
United States, a strategic review of Red Roof Inn is being
conducted. Accor is also accelerating the program to divest its
hotel property assets. After selling 261 hotels in 18 months for
more than EUR1.6 billion (of which EUR725 million in cash), the
Group will implement a program to sell 535 properties that is
expected to raise another EUR3.2 billion by 2008 (including more
than EUR1.6 billion in cash). In Europe, an assertive action plan
is underway to implement three key business projects designed to
improve the profitability of both the hotel units, in particular in
the two core European markets of France and Germany, and of the
corporate support functions. These projects are expected to improve
profit before tax by more than EUR60 million by 2008. To support
its expansion, the worldwide operating organization will be
structured around eight expertise and excellence platforms,
creating a unique system of shared expertise essential to the
faster implementation of the management contracts and franchise
strategy. Accor confirms that 200,000 new rooms will be opened from
2006 to 2010, including 51% in the economy segment and 34% in the
midscale. More than two-thirds of them will be opened under
management or franchise contracts. The expansion plan is focused on
emerging markets in the Middle East, in Latin America and in the
"BRICs" (Brazil, Russia, India and China which represent 50% of
openings). It represents an investment of EUR2.5 billion between
2006 and 2010, with a targeted 15% ROCE. Half of the investments
will be committed in Europe and 44% in emerging markets. Accor is
continuing to divest its non-strategic investments. More than
EUR600 million in assets have already been sold, including the
stakes in Compass and Club Mediterranee in the first half and the
interest in Carlson Wagonlit Travel in August. Further divestments,
totaling more than EUR500 million, are scheduled for 2007-2008.
Proceeds from these divestments will be returned to shareholders.
The cash from property disposals will first be used to invest in
new projects. Any remaining excess cash may be returned to
shareholders, as long as this enables the Group to maintain its BBB
credit rating. Contacts Armelle Volkringer Eliane Rouyer Vice
President, Corporate Senior Vice President, Investor Relations
Communications and External and Financial Communication Relations
Phone: +33-(0)1-45-38-86-26 Phone: +33-(0)1-45-38-84-85 Anthony
Pallier Arnaud Leblin Investor Relations Chief Media Relations
Officer Phone: +33-(0)1-45-38-86-33 Phone: +33-(0)1-45-38-84-85 For
further information about Accor, visit http://www.accor.com/ [1]
Adjusted funds from operations correspond to cash flows from
operating activities before non-recurring items and change in
working capital. The ratio of adjusted funds from operations to
adjusted net debt is calculated according to a method used by the
main ratings agencies, with net debt adjusted for the 8%
discounting of future minimum lease payments and funds from
operations adjusted for the interest expense on these payments. [2]
EBITDA expressed as a percentage of fixed assets at cost plus
working capital. DATASOURCE: Accor CONTACT: Armelle Volkringer,
Vice President, Corporate Communications and External Relations,
Phone: +33-(0)1-45-38-84-85, Arnaud Leblin, Chief Media Relations
Officer, Phone: +33-(0)1-45-38-84-85, Eliane Rouyer, Senior Vice
President, Investor Relations and Financial Communication, Phone:
+33-(0)1-45-38-86-26, Anthony Pallier, Investor Relations, Phone:
+33-(0)1-45-38-86-33
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