Sunday, February 14, 2016

Thyssenkrupp warns that robust steel markets cloud outlook



Thyssenkrupp (TKAG.DE) Chief govt Heinrich Hiesinger warned shareholders on Friday that the German industrial cluster still faces AN uphill battle thanks to robust steel markets, pushing its shares to their lowest level in additional than 2 and a 0.5 years.

Low steel costs square measure still pain the maker despite efforts to remodel itself into a varied industrial cluster with 3 quarters of its sales currently coming back from elevators, automotive elements and parts for energy plants.

"The state of affairs within the European industry is so worrying," Hiesinger same at the company's annual general meeting of shareholders within the industrial town of Bochum.

While Thyssenkrupp's capital product businesses had a solid performance at the beginning of the group's yr, steel markets had deteriorated significantly since the beginning of the group's yr in Gregorian calendar month, he said.

He same a "critical" state of affairs for steel markets is increasing the pressure for mergers and acquisitions among European manufacturers of flat steel, that provide the likes of carmakers and residential appliance makers.

There has been speculation within the past that Thyssenkrupp may merge its European steel business with a rival like Tata Steel (TISC.NS) and Hiesinger recently told a German newspaper his company aimed to play a task in consolidation.

On Friday he maintained the group's forecast for earnings before interest and tax (EBIT) this year of between one.6 billion euros and one.9 billion euros ($1.7-$2.1 billion) however same those numbers trusted steel markets sick within the half.

Commerzbank analyst Ingo-Martin Schachel on Friday cut his forecast for EBIT by fourteen % to one.59 billion euros, citing the any decline in steel costs in Gregorian calendar month and Dec.

Shares in Thyssenkrupp were down three.3 % at fourteen.23 euros by 1354 UT1, their lowest level since Gregorian calendar month 2013.

FRAGILE FINANCES

Thyssenkrupp last year earned  extra money than it spent for the primary time in 9 years, with free cashflow of sixty five million euros, and announce higher than expected underlying earnings, however some shareholders have voiced concern over its still-fragile record.

At the tip of Gregorian calendar month Thyssenkrupp had a lot of debt than equity. By comparison, ArcelorMittal last according geartrain stood at forty two % of its equity.

Some investors, as well as fifteen % investor Cevian oppose the company's move to lift its dividend payment to shareholders by quite a 3rd to zero.15 euros per share.

"Instead of paying virtually eighty five million euros to shareholders, the record ought to desperately be strong," Union Investment fund manager Ingo Speich same at the AGM.

Other shareholders in distinction demanded higher dividends, with Thomas Hechtfischer of investor rights cluster DSW spoken language the payout wasn't ample to spark investors' joy.

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