2nd UPDATE: Deutsche Post Sees Volume Drop Bottom, 09 Net Profit
06 May 2009 - 8:15PM
Dow Jones News
Mail and logistics giant Deutsche Post AG (DPW.XE) Wednesday
said it "may now be reaching the bottom in terms of volume
declines" and expects more benefit from its cost-cutting program in
the second half of the year and in 2010.
The former state monopoly added it stepped up its restructuring
measures in its mail and express units. Higher efficiency at its
mail unit should contribute about EUR300 million to the unit's
earnings before interest and tax, or EBIT, in 2009, it said.
In response to lower volumes, it plans to further cut costs and
avoid losses by extending working hours and postponing wage
increases. Chief Executive Frank Appel said there are no
alternatives.
It also plans to reorganize the express division and will scrap
certain organizational levels, while "leveraging synergies on the
global and regional levels."
In November, the Bonn, Germany-based company said it planned to
cut about EUR1 billion in non-operational costs by the end of 2010.
The express unit, which will contribute EUR460 million to these
savings, is expected to reach its cost-savings target "by the end
of 2009."
An analyst at Commerzbank said the company "managed to surprise
positively with very good progress in cost savings and a further
upgrade in restructuring measures."
The economic slowdown caused consumer spending to slump and
sapped demand for consumer goods, which put the mail and logistics
sectors under pressure as shipping volumes fell.
At 0845 GMT, Deutsche Post shares traded up 0.4% to EUR9.85.
They have shed more than 50% of their value over the past 12
months. The Dow Jones Euro Stoxx Industrial Goods & Services
index fell only about 38% in the same period.
Deutsche Post expects a 2009 net profit on a higher valuation of
put options on Deutsche Postbank AG (DPB.XE) shares, after a
EUR1.69 billion net loss in 2008. A put is an option to sell a
security at a specified price, usually within a limited period.
Deutsche Post is selling its majority stake in Deutsche
Postbank. As of March 1, it held 39.5% in Postbank.
The company April 21 said net profit for the quarter jumped and
reported EBIT was slightly positive.
The company, one of the world's largest express and logistics
companies, added that it expects the decline in adjusted EBIT to
lessen in the second half of the year compared to the first quarter
and the expected drop in the second quarter.
Deutsche Post, which competes with the likes of TNT NV
(00906.AE), FedEx Corp. (FDX) and United Parcel Service Inc. (UPS),
said net profit in the first quarter increased to EUR944 million
from EUR383 million on the year.
First-quarter EBIT fell to EUR27 million from EUR539 million a
year earlier on non-recurring charges from its U.S. DHL express
restructuring. Adjusted EBIT plummeted 42% to EUR312 million due to
sapping demand and low volumes as well as high wages in the mail
division. Sales for the January-to-March period fell 13% to
EUR11.51 billion.
Company Web site: www.dp-dhl.com
-By Hilde Arends, Dow Jones Newswires; +49 69 29725 506; hilde.arends@dowjones.com