Georgia Capital - Financial Overview and Investment Opportunities slide image

Georgia Capital - Financial Overview and Investment Opportunities

Investment company basis management accounts GEORGIA CAPITAL Investment company basis income statement Georgia Capital stand-alone cash flow highlights GEL thousands unless otherwise noted 1H18 1H17 % change GEL thousands unless otherwise noted 1H18 1H17 Change % Dividend income 31,340 17,500 79.1% Dividends received 10,000 NMF Interest income Interest expense 14,742 271 NMF Interest received 10,426 189 NMF (19,079) (9,210) NMF Interest paid (21,785) NMF GCAP gross operating income 27,003 8,561 NMF Cash outflow from Operations before operating expenses (1,359) 189 NMF Operating expenses (5,282) (1,919) NMF GCAP operating expenses (2,787) (244) NMF GCAP net operating income (1) 21,721 6,642 NMF Cash outflow from operations (4,147) (55) NMF Attributable income of listed portfolio companies Investments in portfolio companies (19,700) (11,458) 71.9% 54,762 11,822 NMF Loans Issued of which, GHG (249,635) (7,000) NMF 11,589 11,822 -2.0% Preferred stock of which, BOG 43,172 NMF (19,029) NMF Attributable income of private portfolio companies 27,775 41,324 -32.8% Proceeds from sale of shares in portfolio companies 108,780 NMF of which, Water Utility 22,284 15,702 41.9% Cash outflow on investing activities (288,364) 90,322 NMF of which, Renewable Energy (490) (2,057) 76.2% Share buybacks (49,580) NMF of which, Housing Development 4,375 20,802 -79.0% Cash outflow on buybacks (49,580) NMF of which, Hospitality and Commercial Real Estate 763 1,304 -41.5% Increase in capital 2,249 NMF of which, Beverages (7,462) (2,017) NMF Proceeds from debt securities issued 715,729 NMF of which, P&C Insurance 8,305 Total portfolio company attributable income (2) 82,537 7,590 53,146 9.4% 55.3% Repayment of borrowings from former parent company Proceeds from borrowings (248,295) (7,981) NMF 6,301 NMF Cash inflow from financing activities 467,434 569 NMF Income before income taxes, provisions and adjustments Demerger related outflows (24,245) NMF 104,258 59,788 74.4% (1)+(2) Net cash flow 101,097 90,835 11.3% Adjustment for dividend income accrual (31,340) (17,500) 79.1% Beginning cash and liquid funds 264,546 3,240 NMF Provision (2,115) NMF Ending cash and liquid funds 352,002 93,496 NMF Income tax NMF Fx Effect (13,168) (579) NMF Net income 70,803 42,288 67.4% Fair valuation (474) NMF Net foreign currency (loss) gain (5,104) 423 NMF Non-recurring income (expense) (49,970) Realized gain from sale portfolio company shares (2,225) 90,275 NMF NMF Total comprehensive income 15,729 130,761 -88.0% Page 33
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