Vitro Reports 1Q'09 Declines of 34.5% and 34.3% in Sales and EBITDA
May 01 2009 - 10:46AM
PR Newswire (US)
SAN PEDRO GARZA GARCIA, NUEVO LEON, Mexico, May 1
/PRNewswire-FirstCall/ -- Vitro S.A.B. de C.V. (BMV: VITROA; NYSE:
VTO) one of the world's largest producers and distributors of glass
products, today announced 1Q'09 unaudited results. Year over year
consolidated net sales declined 34.5 percent affected by a 34.0
percent peso depreciation during last twelve months 1Q'09, lower
volumes and the deconsolidation of Comegua -- the Company's glass
container subsidiary in Central America. Consolidated EBITDA
decreased 34.3 percent YoY while the consolidated EBITDA margin
increased to 12.7 percent from 12.6 percent in the same period last
year. On a comparable basis, excluding Comegua, consolidated net
sales during 1Q'09 declined 28.8 percent YoY while EBITDA decreased
28.3 percent during the same period. FINANCIAL HIGHLIGHTS*
--------------------- 1Q'09 1Q'08 % Change ----- ----- --------
Consolidated Net Sales 419 640 -34.5% Glass Containers 211 336
-37.1% Flat Glass 203 296 -31.5%
---------------------------------------------------- Cost of Sales
302 472 -36.1% ----------------------------------------------------
Gross Income 117 167 -29.9%
---------------------------------------------------- Gross Margins
28.0% 26.2% 1.8 pp
---------------------------------------------------- SG&A 97
125 -22.9% ----------------------------------------------------
SG&A % of sales 23.1% 19.6% 3.5 pp
---------------------------------------------------- EBIT 21 42
-50.7% ---------------------------------------------------- EBIT
Margins 5.0% 6.6% -1.6 pp
---------------------------------------------------- EBITDA 53 81
-34.3% Glass Containers 49 58 -15.1% Flat Glass 1 22 -97.1%
---------------------------------------------------- EBITDA Margins
12.7% 12.6% 0.1 pp Net Income (84) 30 -
---------------------------------------------------- Net Income
Margins -20.0% 4.7% -25 pp
---------------------------------------------------- Total Debt
1,481 1,402 5.7% Short Term Debt(1) 1,370 132 941.0% Long Term Debt
111 1,270 -91.2% Cash & Cash Equivalents(2) 87 138 -37.1% Total
Net Debt 1,395 1,264 10.4%
---------------------------------------------------- * Million US$
Nominal (1) Since we are not in full compliance under our bond
indentures, the outstanding amount of the Senior Notes debt was
reclassified from long-term to short-term (2) Cash & Cash
Equivalents include restricted cash which corresponded to cash
collateralizing debt and derivatives instruments accounted for in
other current assets. As of 1Q'09 restricted cash only includes
cash collateralizing debt. Please refer to the Consolidated
Financial Position section Commenting on the results for the
quarter, Mr. Hugo Lara, Chief Executive Officer, said, "As
expected, the increasingly weakening economy had an impact on sales
and EBITDA which was exacerbated by the depreciation of the peso.
As we work closely with our customers and suppliers, many of whom
are experiencing the same challenges as Vitro, we remain focused on
taking all the necessary steps to maintain our operations as usual.
That means particular attention to our cost cutting program, which
had a positive impact this quarter, while focusing on increasing
productivity as we realign production to the current level of
demand. All while continuing to develop innovative programs to
support sales. There is no doubt that these are challenging times
for businesses all over the world, but we are committed to working
together with our customers, suppliers, creditors, and investors to
assure continuing progress." Mr. Claudio Del Valle, Chief
Restructuring Officer, noted, "Glass Container sales volumes
continued to decline reflecting the global slowdown in demand. The
ongoing weak conditions impacted almost every sector with the
exception of domestic CFT (Cosmetics, Fragrances & Toiletries)
and export food volumes. As such, domestic and export sales
measured in US dollars declined year-over-year by 22 percent and 12
percent, respectively. EBITDA, in turn, benefited from cost
reduction initiatives and lower energy costs, and was down 15
percent year-over-year." "Flat Glass sales fell 31.5 percent this
quarter, again mostly driven by the ongoing difficult industry
conditions in the North American Automotive business, as well as
the US and Spanish construction segments. Sales were also
negatively impacted by the depreciation of the peso. We also began
to see a slowdown in the domestic construction market. Despite the
industry-wide decline in the Mexican float glass market, we
increased our share by 2 percentage points year-over-year to 46
percent, reflecting the emphasis on new products targeted to glass
transformers and the addition of new industrial and automotive
clients. Auto glass volumes to the OEM market fell 47 percent
consistent with a 51 percent industry decline, while float glass
export volumes remained stable year-over-year driven by demand from
Central American markets and from new South American markets.
EBITDA, in turn, declined 97 percent during the period, mainly as a
result of lower fixed-cost absorption driven by sluggish volumes in
the construction and automotive markets as well as the reduction of
float glass inventory in Mexico. The volatility in the exchange
rate also negatively impacted prices of certain raw materials." "In
terms of our balance sheet, we continued to maintain a strict
control of our cash position and successfully completed the
refinancing of Glass Containers' two-tranche trade receivables
securitization -- a $550 million peso variable rate investment
grade bond and an unrated US$19 million dollar fixed rate bond.
This is a very important transaction for Vitro and one we believe
demonstrates the market's confidence in the Company's future."
Commenting on cost reduction goals, Mr. Del Valle commented, "We
have made progress in our strategy to revitalize the Company as we
continue to implement cost reduction initiatives across the board
while optimizing production capacity. Overall, these cost cutting
measures allowed us to achieve total annualized savings of US$38
million this quarter, well-above our internal goal of US$32
million. As of today, we have implemented cost and production
realignment initiatives totaling annualized savings of US$78
million, including the ones achieved in 2008, out of the expected
range between US$80 million and US$120 million." Commenting on the
restructuring process, Mr. Lara noted, "We continue conversations
and negotiations with our derivative counterparties and bondholders
and are committed to continue exploring different alternatives and
searching for creative ways to reach a favorable settlement for
restructuring our obligations." "The initiatives that Vitro
management has taken are starting to pay off as we move through
this difficult time in our economy," Mr. Lara closed. Mar-09 Mar-08
------------------------------------------------- Inflation in
Mexico Quarter 0.9% 1.5% LTM 6.0% 4.2% Inflation in USA Quarter
0.0% 1.3% LTM -0.6% 4.3% Exchange Rate Closing 14.3317 10.6962
Devaluation Quarter (closing) 3.6% -1.6% LTM (closing) 34.0% -3.0%
------------------------------------------------- All figures
provided in this announcement are in accordance with Mexican
Financial Reporting Standards (Mexican FRS or NIFs) issued by the
Mexican Board for Research and Development of Financial Reporting
Standards (CINIF), except otherwise indicated. Dollar figures are
in nominal US dollars and are obtained by dividing nominal pesos
for each month by the end of month fix exchange rate published by
Banco de Mexico. In the case of the Balance Sheet, US dollar
translations are made at the fix exchange rate as of the end of the
period. Certain amounts may not sum due to rounding. All figures
and comparisons are in US dollar terms, unless otherwise stated,
and may differ from the peso amounts due to the difference in
exchange rates. This announcement contains historical information,
certain management's expectations, estimates and other
forward-looking information regarding Vitro, S.A.B. de C.V. and its
Subsidiaries (collectively the "Company"). While the Company
believes that these management's expectations and forward looking
statements are based on reasonable assumptions, all such statements
reflect the current views of the Company with respect to future
events and are subject to certain risks and uncertainties that
could cause actual results to differ materially from those
contemplated in this report. Many factors could cause the actual
results, performance or achievements of the Company to be
materially different from any future results, performance or
achievements that may be expressed or implied by such
forward-looking statements, including, among others, changes in
general economic, political, governmental and business conditions
worldwide and in such markets in which the Company does business,
changes in interest rates, changes in inflation rates, changes in
exchange rates, the growth or reduction of the markets and segments
where the Company sells its products, changes in raw material
prices, changes in energy prices, particularly gas, changes in the
business strategy, and other factors. Should one or more of these
risks or uncertainties materialize, or should the underlying
assumptions prove incorrect, actual results may vary materially
from those described herein as anticipated, believed, estimated or
expected. The Company does not assume any obligation, to and will
not update these forward-looking statements. The assumptions, risks
and uncertainties relating to the forward-looking statements in
this report include those described in the Company's annual report
in form 20-F file with the U.S. Securities and Exchange Commission,
and in the Company's other filings with the Mexican Comision
Nacional Bancaria y de Valores. This report on Form 6-K is
incorporated by reference into the Registration Statement on Form
F-4 of Vitro, S.A.B. de C.V. (Registration Number 333-144726).
DATASOURCE: Vitro S.A.B. de C.V. CONTACT: Investor Relations,
Adrian Meouchi, +(52)81-8863-1765, , or Angel Estrada,
+(52)81-8863-1730, ; or Media Relations, Albert Chico,
+(52)81-8863-1661, , or Roberto Riva, +(52)81-8863-1689, , all of
Vitro S.A.B. de C.V.; or U.S. agency, Susan Borinelli, , or Barbara
Cano, , both of Breakstone Group, +1-646-452-2334
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