Grupo Casa Saba Announces Quarterly Earnings Report 2Q09
28 Juillet 2009 - 12:16AM
PR Newswire (US)
Sales and Operating Income Increased 8.90% and 2.75%, Respectively
MEXICO CITY, July 27 /PRNewswire-FirstCall/ -- Grupo Casa Saba
(NYSE:SAB) ("Saba", "GCS", "the Company" or "the Group"), one of
the leading Mexican distributors of pharmaceutical products, health
and beauty aids, personal care and consumer goods, general
merchandise, publications and other products, announces its
consolidated financial and operating results for the second quarter
of 2009. Financial Highlights: (All figures are expressed in
millions of Mexican pesos of purchasing power as of June 2009.
Comparisons are made with the same period of 2008, unless otherwise
stated. Figures may vary due to rounding practices.) - Sales for
the quarter were $7,579.09 million, an increase of 8.90% - Gross
income rose 12.42% to reach $832.64 million - The gross margin for
the quarter grew to 10.99% compared to 10.64% in 2Q08 - Quarterly
operating expenses as a percentage of sales were 7.73% - Operating
income increased 2.75% versus 2Q08 - The operating margin for the
quarter was 3.26% - Operating income plus depreciation and
amortization for the period was $269.88 million, an increase of
4.17% compared to 2Q08 - Net profit for the quarter was $147.03
million - Cash and cash equivalents at the end of the quarter was
$199.15 million QUARTERLY EARNINGS NET SALES During the second
quarter of 2009, GCS's sales were $7,579.09 million, an increase of
8.90%. SALES BY DIVISION PRIVATE PHARMA Sales in our Private Pharma
division rose 10.85% during the second quarter of 2009, as a result
of the consolidation of investments that were made within the
sector. This includes the acquisition of Drogasmil Medicamento e
Perfumeria, S.A., in Brazil in May 2008 as well as the growth in
our retail sales division in Mexico. In addition, our commercial
strategies also had a positive effect on our sales. Sales for this
division reached $6,457.01 million versus $5,825.07 million in 2Q08
and represented 85.20% of the Group's total sales. GOVERNMENT
PHARMA Sales in our Government Pharma division increased 5.63% to
$288.41 million compared to $273.04 million in the second quarter
of 2008. This was mainly due to an increase in our participation in
the bidding processes of the Instituto Mexicano del Seguro Social
(IMSS), the Instituto de Seguridad Social del Estado de Mexico y
Municipios (ISSEMYM) and the National Center for the Prevention and
Control of HIV/AIDS (CENSIDA by its Spanish acronym). As a
percentage of total sales, this division went from representing
3.92% in 2Q08 to 3.81% during the second quarter of 2009. HEALTH,
BEAUTY, CONSUMER GOODS, GENERAL MERCHANDISE AND OTHER Sales in our
Health, Beauty, Consumer Goods, General Merchandise and Other
division reached $653.26 million, an increase of 1.93% versus the
$640.89 million registered during the second quarter of 2008. This
was due to commercial agreements that enabled us to increase
promotions and discounts which, in turn, increased our sales. This
division represented 8.61% of GCS's total sales in 2Q09, a decrease
compared to the same period of the previous year when it accounted
for 9.21%. This decline was due to the significant increase in the
participation of the Private Pharma division as a percentage of
total sales. PUBLICATIONS Publication sales decreased 18.15% during
the quarter, primarily as a result of lower unit sales. This
decrease in units was mainly due to the fact that Citem stopped
distributing some publications that no longer met our minimal
profitability requirements. This division's participation as a
percentage of total sales went from 3.17% in 2Q08 to 2.38% in the
second quarter of 2009. There were marginal changes in the sales
mix during the quarter. Private Pharma sales represented 85.20% of
total sales (compared to 83.70% during the second quarter of 2008),
while Government Pharma accounted for 3.81% (versus 3.92% during
the second quarter of 2008). Health, Beauty, Consumer Goods,
General Merchandise and Other represented 8.61% (compared to 9.21%
in the second quarter of 2008) and Publications made up the
remaining 2.38% (versus 3.17% during the second quarter of 2008).
GROSS INCOME During the second quarter of the year, Grupo Casa
Saba's gross income increased 12.42% versus the same period of the
previous year to reach $832.64 million. The company's gross margin
improved 0.35%, from 10.64% in 2Q08 to 10.99% during the current
period. This was the result of the higher sales derived from recent
investments in our Private Pharma division. OPERATING EXPENSES
Operating expenses reached $585.52 million, an increase of 17.07%
compared to the second quarter of 2008. This was due to the
investments that were made in the Private Pharma division.
Operating expenses represented 7.73% of our total sales in 2Q09
compared to 7.19% during the same period of the previous year.
OPERATING INCOME Operating income increased 2.75%, as a result of
the growth in sales which offset the increase in operating
expenses. The operating margin was 3.26%, 0.20% lower than the
3.46% margin registered in the second quarter of 2008. OPERATING
INCOME PLUS DEPRECIATION AND AMORTIZATION Operating income plus
depreciation and amortization for 2Q09 was $269.88 million, an
increase of 4.17% compared to the second quarter of 2008.
Depreciation and amortization for the period was $22.76 million,
22.51% higher than in the second quarter of 2008. CASH AND CASH
EQUIVALENTS Cash and cash equivalents at the end of the second
quarter of 2009 was $199.15 million. COMPREHENSIVE COST OF
FINANCING During the period, GCS's comprehensive cost of financing
(CCF) rose to $58.63 million. This was primarily due to an increase
in the amount of interest income paid. These interest payments are
related to the long-term credit that was obtained as a result of
the acquisition in Brazil as well as the interest that was
generated from the utilization of short-term credits for our
operations in both Mexico and Brazil. OTHER EXPENSES (INCOME)
During the second quarter of 2009, the Company registered an income
of $2.26 million in other expenses (income). The expenses (income)
from this line item were derived from activities that are distinct
from the company's everyday business operations. TAX PROVISIONS
During the second quarter, tax provisions rose to $43.72 million,
$55.04 million of which were related to income tax payments and
($11.32) million were attributed to deferred income tax. NET INCOME
GCS's net income for the second quarter was $147.03 million, a
decrease of 30.02% compared to the second quarter of 2008. The net
margin for the period was 1.94%, a decline from the 3.02% net
margin registered during the second quarter of 2008. WORKING
CAPITAL During the second quarter of 2009, our accounts receivable
days increased by 7.2 days from 2Q08 to reach 67.8 days. In
addition, our accounts payable days rose by 4.0 days versus 2Q08,
to reach 52.0 days. Finally, our inventory days were 55.0 days, an
increase of 1.1 days compared to the same period of the previous
year. Contacts: GRUPO CASA SABA Patrik Zielinski +52 (55) 5284-6623
or, Sandra Yatsko +52 (55) 5284-6698 . IR Communications: Jesus
Martinez Rojas +52 (55) 5644-1247 DATASOURCE: Grupo Casa Saba
CONTACT: Patrik Zielinski, +011-5255-5284-6623, , or Sandra Yatsko,
+011-5255-5284-6698, , both of Grupo Casa Saba; or Jesus Martinez
Rojas, IR Communications, +011-5255-5644-1247, , for Grupo Casa
Saba Web site: http://www.casasaba.com/
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