Investor Presentation | Second Quarter 2022 slide image

Investor Presentation | Second Quarter 2022

GB Auto & Auto Related Income Statement (LE million) 2Q21 Revenues 5,425.2 1Q22 5,862.5 2Q22 Q-o-Q Y-o-Y 1H21 1H22 Y-o-Y 5,489.6 -6.4% 1.2% Inter-Segment Revenues 337.7 Total Revenues 5,763.0 259.6 6,122.1 334.0 28.7% -1.1% 10,541.2 672.8 11,352.1 7.7% 5,823.6 -4.9% 1.1% 11,214.1 Cost of Sales (4,635.9) (4,955.6) (4,548.4) -8.2% -1.9% (9,016.3) 593.5 11,945.7 (9,504.1) -11.8% 6.5% 5.4% Inter-Segment Cost of Sales (337.7) (260.1) (333.4) 28.2% -1.3% (672.8) Total Cost of Sales (4,973.7) (5,215.8) (4,881.8) -6.4% -1.8% Gross Profit 789.3 906.3 941.7 3.9% 19.3% (9,689.2) 1,524.9 (593.5) (10,097.6) -11.8% 4.2% 1,848.1 21.2% Gross Profit Margin 13.7% 14.8% 16.2% 1.4 2.5 13.6% 15.5% 1.9 General, Selling & Administrative Expenses (406.2) (429.5) (489.4) 13.9% 20.5% (781.3) (918.9) 17.6% Other Operating Income 77.2 80.8 46.0 -43.0% -40.3% 105.4 126.8 20.3% Provisions (Net) 1.5 1.7 (15.7) (15.3) (14.0) -8.2% Operating Profit 461.8 559.3 482.6 -13.7% 4.5% 833.7 1,041.9 25.0% Operating Profit Margin 8.00% 9.10% 8.30% -0.8 0.3 7.40% 8.70% 1.3 Finance Cost / Income (153.1) (149.4) -173.3 16.0% 13.2% (314.3) (322.8) 2.7% FOREX 12.9 (198.2) -14.9 -92.5% 18.1 (213.1) Dividends Income 681.9 -0.1 681.9 Net Profit/(loss) Before Tax 321.6 893.6 294.3 -67.1% -8.5% 537.6 1,187.9 Income Tax (60.6) (73.8) -53.7 -27.2% -11.4% (104.7) (127.5) 21.7% Net Profit /(loss) After Tax and Before NCI 260.9 819.8 240.6 -70.6% -7.8% 432.9 1,060.4 NCI (29.3) (30.0) -26.6 -11.5% -9.4% (23.3) (56.6) Net Profit/(loss) After NCI 231.6 789.8 214.1 -72.9% -7.6% 409.6 1,003.9 EBITDA 475.0 620.1 543.8 -12.3% 14.5% 913.1 1,163.8 27.5% EBITDA Margin 8.2% 10.1% 9.3% -0.8 1.1 8.1% 9.7% 1.6 GB Auto & Auto Related Key Working Capital Components (LE million) 2Q21 3Q21 4Q21 1Q22 2Q22 Inventory 3,908.1 3,495.9 4,016.7 5,528.7 Receivables 1,830.4 2,150.6 2,051.0 2,349.0 4,619.0 1,703.2 Advances 630.9 604.7 745.8 866.7 891.5 Debtors & Other Debit Balances 1,343.9 1,879.2 1,547.9 1,957.4 1,443.5 Payables (Net)* Working Capital 3,950.8 3,762.6 4,539.2 3,591.1 4,612.9 3,748.4 6,378.9 4,307.0 4,322.9 4,350.3 Payables are shown net of operating lease-related liabilities amounting to LE 393.7 million, which are now added to our Net Debt calculations. Due to a change in Egyptian Accounting Standards, the related leased assets have been recorded on the balance sheet under PP&E, while the liabilities have been booked under Payables, starting from 2019 onwards INVESTOR PRESENTATION | SECOND QUARTER 2022 21
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