UPDATE: Havas 1st Half Net Profit Falls 18%; Offers No Fiscal Year Outlook
01 September 2009 - 3:32AM
Dow Jones News
French advertising and marketing group Havas SA (HAV.FR) Monday
posted an 18% drop in first-half net profit due to lower ad
spending and didn't provide an outlook for the rest of the year
even though second-quarter organic revenue fell less than
expected.
Organic revenue, a closely watched metric in the advertising
industry that strips out currency effects, acquisitions and
disposals, fell 9.8% in the second-quarter as clients cut media
budgets amid the economic downturn.
Five analysts polled by Dow Jones Newswires forecast
second-quarter organic revenue to drop 10.7%.
Net profit for the first six months of the year ended June 30
fell to EUR40 million from EUR49 million last year, beating analyst
expectations of EUR25.3 million.
First-half revenue fell to EUR700 million from EUR755 million,
below an average EUR705 million forecast by analysts.
Havas, which is based in the Parisian suburb of Suresnes and
whose clients include French utility Electricite de France (EDF.FR)
and car maker PSA Peugeot-Citroen (UG.FR), said operating profit
totaled EUR71 million, down from EUR82 million last year but above
analysts expectations of EUR54.3 million.
This gave the company an operating margin of 10.2%. Havas said
it managed to limit its margin decline during the period with the
help of cost reductions across the board.
The company, which has lost several large accounts this year,
including French retailer Carrefour SA (CA.FR), also said net new
business totaled EUR813 million in the first half.
Digital businesses posted organic growth of 5% and now account
for 16.4% of group revenue, Havas added in a statement.
The owner of the Euro RSCG advertising agency in its statement
Monday did not provide any guidance for the rest of the year. In
June, Chairman Vincent Bollore said that he expected organic
revenue to decline a maximum of 10% in 2009.
The advertising industry has been hard hit by the global
recession, as marketers cut back ad spending, causing advertising
companies to lay off thousands of workers and trim costs as revenue
shrinks.
Last week, rival WPP PLC (WPP.LN) cautioned that improving
sentiment in the world economy isn't yet translating into rising
orders for expensive advertising campaigns and U.K.-based rival
Aegis Group PLC (AGS.LN) cautioned that it doesn't expect an upturn
in the advertising market in the second half.
Still, other ad industry executives, such as Publicis Groupe SA
(PUB.FR) Chief Executive Maurice Levy and Omnicom Group Inc. (OMC)
Chief Executive John Wren, last month indicated that the worst of
the downturn was over.
Havas shares Monday closed at EUR2.13. The stock has gained
about 45% since the beginning of the year, despite worries that
smaller advertising holding companies like Havas and Aegis are more
vulnerable to the downturn as their businesses are less
diversified.
French industrialist Bollore is the controlling shareholder in
Havas, the last big advertising holding company to report earnings.
He also owns nearly 30% in Aegis.
Company Web site: www.havas.fr
-By Ruth Bender, Dow Jones Newswires; +33 1 40 17 17 40;
ruth.bender@dowjones.com