UPDATE: Wolters Kluwer 2nd Half Net -3%, Gives No Revenue Guidance
25 Febbraio 2009 - 2:00PM
Dow Jones News
Dutch publisher Wolters Kluwer (WKL.AE) said Wednesday second
half net profit fell 3.4% partly due to volume declines in some of
its key markets and cost-savings measures, and abstained from
giving revenue guidance for 2009, though the company said
profitability had improved.
"Market contractions were felt in all geographies" and "we
anticipate economic conditions will remain weak during 2009," said
Chief Executive Nancy Mckinstry.
Wolters Kluwer, which publishes educational books, legal and
financial information and medical publications, said net profit in
the second half of 2008 fell to EUR169 million from EUR175 million
a year earlier.
Operating profit was EUR271 million, down from EUR304 million,
while profit from continuing operations was EUR171 million, down
from EUR176 million.
Group sales rose 1.7% to EUR1.77 billion from EUR1.74 billion,
partly due to several acquisitions last October.
However, Wolters Kluwer said Wednesday that organic revenue
growth for the full year was flat, as the global economic decline
resulted in lower volumes at its corporate and financial services
division.
The slowdown in organic growth was in line with the company's
forecast last November, when it lowered its growth guidance below
its previous 3% rate. It also increased its annual cost savings
target to EUR120 million in 2011, up from previous estimates of
EUR50 million to EUR75 million.
However, McKinstry said that the company's profitability
improved, pointing to a higher margin on earnings before interest,
taxes and amortization, or Ebita, to 20.1% in 2008 from 19.5% a
year earlier. McKinstry expects Wolter's 2009 Ebita margin to be
"broadly in line" with 2008.
The company proposed a dividend of EUR0.65 a share for 2008,
compared with EUR0.64 in 2007.
SNS Securities analyst Michel Veul described the report as "a
mixed bag", as its results were in line with expectations, but
organic growth seemed lower than at Reed Elsevier (REN.AE) and
ThomsonReuters (TRIL.LN).
However, Petercam analyst Thijs Berkelder said the results are
better than expected and noted that Wolters Kluwer is a defensive
stock, expected to outperform during the economic slowdown.
Wolters Kluwer shares have fallen 33% in the past 12 months,
outperforming the benchmark AEX index, which has fallen 52%.
At 1200 GMT, Wolter Kluwer's share traded -4.8% at EUR12.17.
Company Web Site: www.wolterskluwer.com
-By Maarten van Tartwijk; Dow Jones Newswires; +31 20 571 5221;
maarten.vantartwijk@dowjones.com