Summary
CRH Public Limited Company's (CRH) May 8, 2013, Interim Management Statement indicates a challenging first four months of 2013, primarily due to prolonged winter weather across Europe and parts of the Americas. Like-for-like sales in Europe were down 12% and in the Americas down 2%, impacted by severe weather conditions that contrasted with the favorable weather experienced in early 2012. The company anticipates first-half 2013 EBITDA to be approximately €0.4 billion, a decrease from the restated €0.48 billion in H1 2012, partly due to unfavorable weather and the absence of prior-year non-recurring gains. Despite the weak start, CRH remains optimistic about the second half of 2013, expecting underlying positive trends in the US to offset trading pressures in Europe. The company forecasts second-half EBITDA to be ahead of the 2012 period, assuming normal weather patterns and continued economic recovery in the Americas. CRH continues to pursue its growth strategy through acquisitions, having completed 15 transactions totaling €385 million year-to-date, including a significant acquisition in Ukraine that would establish market leadership in cement.
Key Highlights
- 1Europe's like-for-like sales declined by 12% for January-April 2013 due to weak economic conditions and prolonged winter weather.
- 2Americas' like-for-like sales decreased by 2% in January-April 2013, as improving construction trends were offset by adverse weather.
- 3Expected EBITDA for the first half of 2013 is approximately €0.4 billion, lower than the restated H1 2012 EBITDA of €0.48 billion.
- 4CRH is implementing cost reduction initiatives in Europe to counteract market weakness.
- 5The company has completed 15 acquisitions and investments year-to-date, totaling €385 million.
- 6Second-half 2013 EBITDA is projected to exceed the second-half 2012 EBITDA, driven by expected progress in the Americas.
- 7CRH has agreed to acquire Mykolaiv Cement in Ukraine for €96 million, subject to regulatory approval, which would make it the market leader in Ukraine's cement sector.