Arla Foods Consolidated Annual Report 2021 slide image

Arla Foods Consolidated Annual Report 2021

99 Arla Foods Consolidated Annual Report 2021 / Consolidated Financial Statements / Notes Funding 4.3 NET INTEREST-BEARING DEBT Contents III abu INCREASED NET INTEREST-BEARING DEBT Net interest-bearing debt, excluding pension liabilities, increased to EUR 2,221 million compared to EUR 2,180 million last year. Pension liabilities decreased by EUR 2 million to EUR 245 million. Net interest-bearing debt, including pension liabilities, amounted to EUR 2,466 million compared to EUR 2,427 million last year. The UK pension scheme net assets were EUR 55 million compared to EUR 40 million last year. These assets are excluded from the calculation of pension liabilities, net interest-bearing debt and leverage. Arla's leverage ratio was 2.6, a decrease of 0.1 compared to last year. This was below the long-term target range of 2.8 to 3.4, underpinning a strong financial position. The average maturity of interest-bearing borrowings increased by 0.8 years to 5.8 years. Average maturity is impacted by new facilities and offset by a lapse of time to maturity and the level of net interest-bearing debt. The equity ratio increased to 37 per cent, compared to 35 per cent last year. Funding The group applies a diversified funding strategy to balance the liquidity and refinancing risk with the aim of achieving low financing costs. Major acquisitions or investments are funded separately. A diverse funding strategy includes diversification of markets, currencies, instruments, banks, lenders and maturities to secure broad access to funding and to ensure that the group is independent of one single funding partner or one single market. All funding opportunities are benchmarked against the three- month EURIBOR rate, and derivatives are applied to match the currency of our funding needs. The interest profile is managed with interest rate swaps independently of the individual loans. The credit facilities contain financial covenants on equity/total assets and minimum equity, as well as standard non-financial covenants. The group did not default on or fail to fulfil any loan agreements in 2021. During Covid-19, governments offered different programmes to subsidise companies. However, the net effect on net interest-bearing debt is limited for the group. During 2021, the group had a limited need for new funding. The most significant funding activities during the year were: • Five-year EUR 400 million ESG-linked revolving credit multi-bank facility Five-year bond issue of SEK 1,500 million • Seven-year EUR 100 million credit facility from European Investment Bank • Arla has a commercial paper programme in Sweden denominated in SEK and EUR. The programme was unutilised at the end of the year due to a strong liquidity position. The average utilisation in 2021 was EUR 122 million Net interest-bearing debt (EURM) ⚫During the year, Arla entered into sale and repurchase arrangements based on its holdings in listed AAA-rated Danish mortgage bonds. Refer to Note 4.6 for more details. 3,000 2,500 2,000 1,500 1,000 500 1,636 2017 Leverage Pension liabilities 1,647 10 2018 2,113 2019 2 2,180 2020 2,221 2021 Net interest-bearing debt excluding pension liabilities Target range for leverage 2.8 - 3.4 Table 4.3.a Net interest-bearing debt (EURM) Long-term borrowings 4 Net interest-bearing debt consists of current and non-current liabilities, less interest-bearing assets. The definition of leverage is the ratio between net interest-bearing debt including pension liabilities and EBITDA, and expresses the group's capacity to service its debt. The group's long-term target range for leverage is between 2.8 and 3.4. 3 2 Leverage 1 2.6 0 2020: 2.7 2021 2020 2,113 1,964 Short-term borrowings 644 766 Securities, cash and cash equivalents -531 -546 Other interest-bearing assets -5 -4 Net interest-bearing debt excluding pension liabilities Pension liabilities 2,221 2,180 245 247 Net interest-bearing debt including pension liabilities 2,466 2,427
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