2023 Consolidated Financial Statements and Notes slide image

2023 Consolidated Financial Statements and Notes

AIR CANADA 2023 Consolidated Financial Statements and Notes The sensitivity analysis related to derivative contracts is based on the estimated fair value change applicable to the derivative as at December 31, 2023 considering a number of variables including the remaining term to maturity and does not consider the fair value change that would be applicable to the derivative assuming the market risk change was applicable to the maturity date of the derivative contract. Interest rate risk Income Foreign exchange rate risk (1) Income Other price risk(2),(3) Income 1% (Canadian dollars in millions) increase 1% decrease 5% increase 5% decrease 10% increase 10% decrease Cash and cash equivalents $ 28 $ (28) $ (21) $ 21 $ EA $ Short-term investments $ 57 Long-term investments $ 7 $ བཐ $ (57) $ (32) $ 32 FA $ (7) $ (3) $ 3 $ SA A Aircraft related deposits $ $ $ (2) $ 2 $ FA EA Long-term debt and lease liabilities $ (33) $ 33 $ 517 $ (517) $ Foreign exchange derivatives $ Embedded derivative on $ convertible notes SA . $ SA $ (8) $ 8 $ EA $ $ EA $ SA (6) $ 6 (1) Increase (decrease) in foreign exchange relates to a strengthening (weakening) of the Canadian dollar versus the U.S. dollar. The impact on long-term debt and lease liabilities includes $6 million related to the Canadian dollar versus the Japanese yen. The impact of changes in other currencies is not significant to the Corporation's financial instruments. (2) The sensitivity analysis for the embedded derivative on the convertible notes is based on a total 10% change in value. For Air Canada's equity investment in Chorus, a 10% increase (decrease) to the Chorus share price would increase (decrease) Other comprehensive income by $4 million. Covenants in Credit Card Agreements The Corporation's principal credit card processing agreements for credit card processing services contain triggering events upon which the Corporation is required to provide the applicable credit card processor with cash deposits. The obligations to provide cash deposits and the required amount of deposits are each based upon a matrix measuring, on a quarterly basis, both a fixed charge coverage ratio for the Corporation and the unrestricted cash and short-term investments of the Corporation. In 2023, the Corporation made no cash deposits under these agreements (nil in 2022). Financial Instrument Fair Values in the Consolidated Statement of Financial Position The carrying amounts reported in the consolidated statement of financial position for short-term financial assets and liabilities, which includes Accounts receivable and Accounts payable and accrued liabilities, approximate fair values due to the immediate or short-term maturities of these financial instruments. Cash equivalents and short and long-term investments are classified as held for trading and therefore are recorded at fair value. The carrying amounts of derivatives are equal to fair value, which is based on the amount at which they could be settled based on estimated current market rates. Management estimated the fair value of its long-term debt based on valuation techniques including discounted cash flows, taking into account market information and traded values where available, market rates of interest, the condition of any related collateral, the current conditions in credit markets and the current estimated credit margins applicable to the Corporation based on recent transactions. Based on significant unobservable inputs (Level 3 in the fair value hierarchy), the estimated fair value of debt is $10,975 million compared to its carrying value of $11,455 million. 61
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