Meggitt Offers Upbeat Outlook, Helped By Energy Markets
March 01 2011 - 5:16AM
Dow Jones News
Meggitt PLC (MGGT.LN) Tuesday reported a 9% rise in adjusted
full-year pretax profit and a similar hike in its dividend and
offered a bullish assessment of its future prospects, bolstered by
a strong performance in its energy business.
The energy business was "going great guns," Chief Executive
Terry Twigger told Dow Jones Newswires in an interview.
Orders for the energy products, which make up only a small part
of Meggitt's business, tripled in 2010, Twigger said. In the first
couple of months of 2011, "order intake has continued at that
level," he added.
Meggitt makes components for aircraft and generates roughly 42%
of its revenue from the civil aerospace market, 44% from the
military market and 14% from other markets, primarily energy, where
its fluid controls, heat management and sensing and monitoring
capabilities are deployed to help reduce maintenance costs, fuel
consumption and carbon emissions of industrial gas and steam
turbines.
"Within the energy market, demand for new power generation
equipment was subdued, but existing operators continued to spend
money maintaining and upgrading their plants," the company said in
its full-year report. "We expect the (original equipment) energy
market to return to growth in 2011, with aftermarket demand likely
to continue to grow faster."
The company announced a 9% rise in its full-year dividend to 9.2
pence per share after it reported pretax profit in 2010 adjusted
for amortization of acquired intangibles, operating exceptional
items and the marking to market of financial instruments rose to
GBP256.1 million from GBP234.2 million in 2009.
Revenue rose 1% to GBP1.16 billion and earnings before interest,
tax, depreciation and amortization climbed 6% to GBP364.4
million.
That performance was due in large part to the recovery in
Meggitt's civil aerospace and energy markets in the second half of
2010.
It is optimistic in the outlook for its civil aerospace
business. It predicts growth of 7% to 8% a year in revenue for
original equipment for five years to 2015 helped by strong growth
in business jets and new platform introductions including the
Boeing Co. (BA) 787, Airbus A350 and Bombardier Inc. (BBD.B.T)
CSeries.
In the aftermarket, it expects revenue to grow about 8% to 9%
per annum over the five years to 2015.
Meggitt expects it military markets to remain robust. It said it
was well positioned on current platforms such as the Eurofighter
Typhoon, V22, F35 Joint Strike Fighter, E/F-18 Super Hornet and
Black Hawk, but it was "not overly exposed to any single one."
Despite budgetary pressures in the U.S., its most important
military market, Meggitt expects military revenue to continue to
grow by about 2% compound over the next few years, even with a
substantial reduction in utilization of certain aircraft types
following the planned draw down of troops from Afghanistan.
Its operating margin jumped to 26.1% from 24.9% and net debt
fell 11% to GBP721.4 million from GBP808.6 million as net cash
generation improved to GBP137.1 million from GBP126 million.
At 0927 GMT, its shares traded up 16 pence, or 4.8%, at 355
pence, making it one of the biggest gainers in the FTSE 250 index,
which traded up 1%. Meggitt's shares have gained 22% in value in
the past 12 months.
Investec Securities in a note to clients said results were
"modestly ahead of our expectations at all lines," and described
its shares as too cheap.
-By Jonathan Buck, Dow Jones Newswires; +44 (0)207 842 9237;
jonathan.buck@dowjones.com