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Investor Presentaiton

Stable Cash Flow from Operations Underpinned by Substantial Re-investment in the Business Key Cash Flow Items 31-Dec YE € MM Net result for the year Net valuation result on investment property 2018 A 2019 A ΥΟΥ Δ 364.9 392.2 +7.5% (239.4) (406.8) B D&A 5.8 9.8 Net interest expense and expenses from derivatives 42.3 53.8 Change in fair value of derivatives 10.5 32.3 Other changes 0.6 5.3 Income from non-controlling interest (3.4) (0.0) A Gain from sale of Investment property and subsidiaries Income Taxes (35.0) 23.9 96.5 B Change in Working Capital 34.8 (5.4) Interest expense (net) (52.8) (54.0) Net Cash Flow from Operating Activities (1) 152.3 123.7 (18.8)% Acquisition of investment property (46.6) (48.7) Acquisition of PP&E (21.4) (3.2) F Proceeds from disposal of investment property and PPE 37.1 12.1 Acquisition of subsidiaries, net of cash acquired (39.7) (20.4) C Proceeds from disposal of subsidiaries, net of cash disposed 398.2 G D Additions due to development of investment property (346.8) (322.1) Net Cash Flow from Investing Activities (2) (19.3) (382.2) Repayment of borrowings (273.8) (1,508.8) E Proceeds from interest-bearing loans and borrowings 357.5 2,042.1 G Loan and borrowings granted to related companies, net (1.9) (225.0) F Transaction costs related to loans and borrowings (2.4) (31.7) G Distribution of funds to shareholders (195.6) Payment of lease liabilities (0.6) (0.5) Net Cash Flow from Financing Activities (3) (116.8) 276.1 Opening Cash & Cash Equivalents 25.5 46.3 +81.6% Net Change in Cash & Cash Equivalents (1) + (2) + (3) 16.3 17.5 +7.9% Cash and cash equivalents reclassified to asset held for sale Closing Cash & Cash Equivalents 4.5 46.3 63.8 +37.9% Source: Company information A Primarily related to deferred taxes on revaluation result on investment properties Business requires minimal working capital to support trade receivables C Represents asset portfolio sale to Deka in 2018 D Addition to GAV due to ongoing development of investment properties, typically recorded at cost, and addition to land bank (€65.9 MM in 2018 and €52.4 MM in 2019) E Refinancing of the Czech industrial portfolio by the €1.9 Bn syndicate loan facility 2018 and 2019 reflect the impact from corporate restructuring process which has now been completed Distribution of funds in 2018 and 2019 to facilitate consolidation of 100% ownership in CTP by Remon Vos ctp
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