Accor: Strong Earnings Growth in First-Half 2007
29 August 2007 - 4:28PM
PR Newswire (US)
PARIS, August 29 /PRNewswire-FirstCall/ -- - Dynamic Implementation
of the Strategic Plan - A Promising 2007 Outlook - New EUR500
Million Share Buyback Program - Operating Profit Before Tax and Non
Recurring Items Up 34% to EUR379 Million - Net Profit, Group Share
: EUR596 Million Compared to EUR241 Million as of June 2006 -
Full-year Target for Operating Profit Before Tax and Non Recurring
Items : EUR870-890 Million The Board of Directors met on August 28,
2007 under the chairmanship of Serge Weinberg and approved the
financial statements for the six months ended June 30, 2007. (in
EUR millions) H1 2006 H1 2007 Change Change Reported L/L(1) Revenue
3,690 4,015 +8.8% +6.1% EBITDAR 969 1,095 +13.0% +10.2% EBITDAR
margin 26.3% 27.3% +1.0 pts +1.0 pts Operating Profit Before Tax
282 379 +34.4% +31.5% and Non Recurring Items Net profit, Group
share 241 596 +147.6% (1) L/L: Like-for-like (excluding changes in
scope of consolidation and exchange rates) Consolidated Revenue
rose by a reported 8.8% to EUR4,015 million in the first six months
of 2007. At constant scope of consolidation and exchange rates, the
like-for-like increase was 6.1%, reflecting the ongoing favorable
environment in the Services and Hotel businesses. EBITDAR amounted
to EUR1,095 million, up 10.2% (L/L) compared with first-half 2006.
The Hotel division's new business model, the upturn in the hotel
cycle in Europe - leading to a sharper rise in average room rates -
and sustained activity levels in the Services business drove a
1.0-point improvement in EBITDAR margin to 27.3% of revenue in
first-half 2007. EBITDAR margin in the Hotel business increased by
a like-for-like 0.7 points in the Upscale and Midscale segment, 1.5
points in European Economy Hotels and 1.6 points in US Economy
Hotels. The Services business reported an EBITDAR margin of 41.9%
for the period, a 2.4-point like-for-like increase that attested to
the business' robust performance in its markets. Operating Profit
Before Tax and Non Recurring Items was 31.5%, higher like-for-like,
at EUR379 million in first-half 2007. Net profit, Group share
amounted to EUR596 million, up 147.6% over the year-earlier period.
The total includes EUR311 million in capital gains on property
disposals mainly in the United Kingdom, in Germany and the
Netherlands. It also includes the EUR204 million gain on the sale
of Go Voyages and the EUR173 million impairment charge recorded on
Red Roof Inns, pending disposal of this business, to be completed
in the second half 2007. Earnings per share rose by 150.9% to
EUR2.66 from EUR1.06 in first-half 2006, based on the weighted
average 224 million shares outstanding during the period. Earnings
per share before non recurring items, net of tax, came to EUR1.15,
up 32.2% compared to first-half 2006. Net debt amounted to EUR928
million at June 30, 2007, after taking into account EUR676 million
in development expenditure compared to EUR164 million in first-half
2006, of which EUR211 million for the Kadeos acquisition and EUR186
million for the acquisition of control of Dorint, and the EUR953
million proceeds from asset disposals, corresponding mainly to the
sale of Go Voyages under the non-strategic assets disposal policy
(EUR 280 million) and property disposals under the asset management
strategy (EUR 560 million). Dividends paid in first-half 2007
amounted to EUR678 million (versus EUR267 million in the
year-earlier period), including a special dividend of EUR1.50 per
share for a total payout of EUR336 million. In addition, equity was
reduced by EUR398 million during the period through the share
buyback program (representing EUR492 million at June 30, 2007). The
EUR700 million program had been completed as of the end of August.
The main Financial Ratios improved significantly, reflecting the
Group's robust financial position. Gearing stood at 25.0% at June
30, 2007, the ratio of adjusted funds from operations to adjusted
net debt(1) came to 23.6%, up 1.4 points compared to the end of
December 2006, while the Return On Capital Employed(2) continued to
improve, rising to 12.8% from 11.0% at June 30, 2006. Dynamic
Implementation of the Strategic Plan - Continuing expansion of the
Hotels and Services businesses The Group opened 13,825 rooms in
first-half 2007, in line with the 200,000-room development program
covering the period 2006 to 2010. The new rooms are in the economy
segment for 46%, 52% are in emerging markets and 83% concern hotels
operated under management or franchise contracts. Another 83,000
rooms were in the pipeline as of end-August . In March, Accor
(OTC:ACRFF) Services announced the acquisition of Kadeos in France
for EUR211 million. This acquisition positions Accor Services as
the leader in the French gift card and voucher market. - Launch of
three hotel brands The worldwide launch of Sofitel's new
positioning is scheduled for October 2007. The brand is being
repositioned in the international luxury hotel segment, as
illustrated by the 400-room Sofitel Wanda Beijing hotel with its
"Pre Lenotre" restaurant that was opened on August 18. As part of
the repositioning of the luxury and upscale brands, the Group is
reviving the Pullman name to create a new upscale brand. The
Pullman name enjoys a heritage that is closely associated with
travel and the new brand will target primarily business travelers.
The Pullman hotels will be located in the world's major cities and
will offer all the facilities required to hold large-scale seminars
and international conventions. The brand will be rapidly rolled out
worldwide through management and franchise contracts, with
potentially 300 hotels by 2015. In the first phase of the rollout,
45 Sofitel and Grand Mercure units in 23 countries will be
converted to the Pullman brand. In the non-standardized economy
hotel segment, Accor has decided to broaden its offer by launching
the All Seasons brand. Fourteen existing hotels under Accor brands
are scheduled to be rebranded under the All Seasons name by June
2008 and so far thirty-one franchise agreements are committed. The
new brand will potentially represent a total of 10,000 rooms by
2010, through the rebranding of existing hotels and through
franchise contracts. - Further divestments of non-strategic
businesses In April, under the non-strategic assets disposal
policy, the Group announced the sale of Red Roof Inns to a
consortium comprised of Global Special Situations Group and
Westbridge Hospitality Fund, L.P. for $1.32 billion. The
transaction is scheduled for completion in September 2007. In
August, Accor announced the sale of its Italian institutional
catering business to Barclays Private Equity for EUR135 million.
The transaction completion date is expected to be in October 2007.
- Ongoing program of property disposals In first-half 2007, Accor
pursued its asset-right strategy adapted to the risk-reward profile
of each market segment and region. From 2005 to the end of June
2007, Accor realized more than EUR3.2 billion through the disposals
of its property assets (459 hotels) of which EUR1.3 billion in
first half 2007 (155 hotels) and another EUR1.9 billion (350
hotels) is expected to be generated in the period from July 2007 to
December 2008. Over the 2008-2009 period, the Group is planning to
change the operating structures of an additional 550 hotels. In
all, more than 1,300 hotels will have been restructured by the end
of 2009. - Optimized balance sheet - Debt refinanced with new EUR2
billion syndicated line of credit In July, as part of its debt
refinancing process, Accor obtained a EUR2 billion confirmed line
of credit from a group of leading banks. The five-year facility,
which is renewable for two one-year periods, was arranged on
significantly improved financial terms. The transaction has
lengthened the average maturity of Accor's financing, thereby
enhancing its financial flexibility. - New share buyback program
Considering the currently weak financial markets, the share issue
from the conversion of Colony bonds last July and the confidence of
the Group in its ability to successfully implement its strategic
plan, Accor has decided to implement a new EUR500-million share
buyback program. This plan follows the EUR500-million program
completed in 2006 and the EUR700-million program completed at the
end of August 2007. Outlook for 2007 - Business activity in July
2007 In July, like-for-like RevPAR rose 8.4% in the Upscale and
Midscale segment and 7.8% in the Economy segment in Europe. It
declined 0.4% in the Economy segment in the US. Activity levels in
France were particularly satisfactory, with RevPAR up 15% in the
Upscale and Midscale segment and 8.6% in the Economy segment.
Services revenue for the month was up 12% like-for-like. - 2007
earnings objective Over the full year, the Group is aiming to
report an Operating Profit Before Tax and Non Recurring Items of
around EUR870 million to EUR890 million (excluding the financial
impact of the new share buyback program). This target reflects the
Group's confidence that activity levels will remain good in the
second half, takes into account marketing expenses related to the
launch of the new hotel brands and the disposal of Go Voyages
(deconsolidated in April 2007), Red Roof Inns (deconsolidated in
September 2007) and the Italian Institutional Catering business
(deconsolidated in October 2007). Next meetings - October 16, 2007:
Third quarter revenue release - October 22 and 23, 2007: Investor
Days "Accor Hospitality, the new business model" (1) Funds from
operations before non-recurring items corresponds to cash flow from
operating activities before non-recurring items and changes in
working capital requirement. The ratio of funds from operations
before non-recurring items to adjusted net debt is calculated
according to a method used by the main rating agencies, with net
debt adjusted for the 8% discounting of future minimum lease
payments and funds from operations adjusted for interest expense on
these payments. (2) Corresponding to EBITDA expressed as a
percentage of fixed assets at cost plus working capital. Media
Relations Armelle Volkringer Vice President, Corporate
Communication and External Relations Phone: +33-(0)1-45-38-84-85
Arnaud Leblin Director, Media Relations Department, Corporate
Communication and External Relations Phone: +33-(0)1-45-38-84-85
Investor Relations Eliane Rouyer Senior Vice President, Investor
Relations and Financial Communication Phone: +33-(0)1-45-38-86-26
Solene Zammito Deputy Director, Investor Relations Phone:
+33-(0)1-45-38-86-33 DATASOURCE: Accor CONTACT: Media Relations,
Armelle Volkringer, Vice President, Corporate Communication and
External Relations, Phone: +33-(0)1-45-38-84-85; Arnaud Leblin,
Director, Media Relations Department, Corporate Communication and
External Relations, Phone: +33-(0)1-45-38-84-85; Investor
Relations, Eliane Rouyer, Senior Vice President, Investor Relations
and Financial Communication, Phone: +33-(0)1-45-38-86-26; Solene
Zammito, Deputy Director, Investor Relations, Phone:
+33-(0)1-45-38-86-33
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