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HUABAO INT'L ALERT(0336.HK):HUABAO FY15 RESULTS FIRST TAKE

德意志银行股份有限公司2015-06-25
FY15 NPAT up 1% yoy, 8% below DBe
Huabao reported revenue/NPAT of HKD4,326m/HKD1,987m for the year ended March 2015, up 2%/1% yoy, and is 6%/8% below DBe, During the period, flavour sales were up 4% yoy to HKD3,209m, in line with DBe but slightly below management guidance of 6-8%. RTL sales were down 12% yoy to HKD946m, lower than DBe of HKD1,131m (+6%) and management guidance of 5-8% growth.
No final dividend, below DBe
The company declared no final dividend (FY14: HKD0.17), although it held a net cash of HKD2.9bn as of March 2015. Including interim and special dividend, full year payout is 50% (FY14: 46%), down from 100% in 1HFY15 and below DBe of 71%.
The company will hold an analyst briefing on 24 June 2015, we will follow up with more details.

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