CGGVeritas Announces First Quarter 2008 Results
14 5월 2008 - 2:00PM
PR Newswire (US)
Revenue up 12% in $ Year-on-Year PARIS, May 14
/PRNewswire-FirstCall/ -- CGGVeritas (ISIN: 0000120164 - NYSE: CGV)
today announced its first quarter 2008 unaudited financial
results(1). All comparisons are made on a year-on-year basis with
first quarter 2007 figures unless otherwise stated. During the
first quarter of 2008: - Group revenue was stable in EUR and up 12%
in $ at EUR585 million ($873 million). - Group operating income was
down 14% in EUR but stable in $ at EUR123 million ($184 million).
Services and Sercel delivered robust performance, resulting in a
Group operating margin of 21% including a 2% unfavorable currency
impact. - Sercel delivered a revenue of EUR189 million ($282
million), down 8% in EUR and up 5% in $, with a 32% operating
margin. - Services revenue grew 2% in EUR and 16% in $ to EUR433
million ($647 million) with a 21% operating margin and a stronger
contract vs. multi-client sales mix. - Net income of EUR64 million
($96 million) represented 11% of revenue, corresponding to EUR2.28
earnings per share (EPS) and $0.68 per ADS. - Backlog as of May 1st
2008 stood at $1.7 billion. CGGVeritas Chairman & CEO, Robert
Brunck commented: "I am pleased to report that CGGVeritas delivered
robust results thanks to our unique and balanced portfolio as well
as our leading technology. These results were achieved despite a
less favorable currency environment as we operate in a dollar
denominated market. This quarter particularly benefited from the
strong performance of Sercel and our Services contract business. I
am also pleased to confirm our 2008 objectives with a strong
outlook for the second half of the year, supported by a
strengthening equipment market, increasing interest in our
wide-azimuth programs, and the timing of licensing rounds in the
GoM and Brazil. Our longer term outlook for the seismic market
continues to be healthy, driven by strong E&P fundamentals and
the growing requirement for advanced seismic technology." First
Quarter 2008 Overall Performance and Highlights Group Revenue was
EUR585 million ($873 million), compared to EUR592 million ($777
million). This 12% growth in $ was driven by sustained sales of
Sercel equipment and a high level of land and marine contract
activity in Services. Group Operating Income was EUR123 million
($184 million), down 14% in EUR and stable in $, with a 21%
operating margin, compared to EUR144 million ($188 million) and a
24% margin last year. Group operating income includes EUR26 million
($39 million) of elimination of margin mainly related to Sercel
internal sales and corporate general administration expenses.
Without the adverse effect of the $/EUR exchange rate during the
quarter, the operating margin would be 23%. Group EBITDAs(1) was
EUR230 million ($343 million) compared to EUR258 million ($339
million), EBITDAs margin was 39%. Net Income was EUR64 million ($96
million) compared to EUR69 million ($91 million), resulting in an
EPS of EUR2.28 per ordinary share and $0.68 per ADS. The Effective
Tax Rate not including deferred tax on currency translation and
before share based compensation was 37%. The Group Net Debt was
stable over the quarter at EUR1,028 million ($1,626 million),
representing 45% of total shareholders equity of EUR2,301 million
($3,639 million). Industrial Capex was EUR51 million ($77 million)
while multi-client Capex reached a peak EUR97 million ($145
million) to develop our offshore library, particularly our two
concurrent leading wide-azimuth programs in Garden Banks and Walker
Ridge in the Gulf of Mexico. The Net Book Value of the multi-client
library closed at EUR447 million ($707 million) distributed
respectively with EUR325 million ($514 million) for our marine
library and EUR122 million ($193 million) for our land library. The
multi-client amortization rate was 50%. Comparison with First
Quarter 2007 Consolidated Statement of Income First Quarter First
Quarter (in million euros) (in million dollars) 2008 2007 2008 2007
Exchange rate 1.492 1.313 1.492 1.313 Operating revenue 585.0 592.2
872.8 777.3 Sercel 188.7 204.3 281.6 268.3 Services 433.3 425.7
646.5 558.9 Elimination -37.0 -37.8 -55.3 -49.9 Gross profit 200.4
206.4 299.0 270.9 Operating income 123.4 143.5 184.0 188.3 Sercel
60.1 69.0 89.7 90.6 Services 89.1 101.3 132.9 133.0 Corporate and
Elimination -25.8 -26.8 -38.6 -35.3 Income from equity investments
2.9 0.5 4.3 0.6 Net income 64.0 69.0 95.5 90.5 Earnings per share
(EUR) 2.28 2.65 n/a n/a EBITDAs 229.8 257.8 342.9 338.5 Sercel 66.1
73.7 98.6 96.8 Services 190.4 210.2 284.1 276.0 Industrial Capex
& development 51.4 73.3 76.7 96.2 costs Multi-client Capex 97.3
61.8 145.1 81.1 Net Debt / Equity gearing ratio 45% - 45% - First
Quarter 2008 Business Review Sercel Total revenue for Sercel was
EUR189 million ($282 million), down 8% in EUR and up 5% in $.
Internal sales were especially high during the quarter representing
19% of Sercel total sales. Operating Income was EUR60 million ($90
million), with a 32% operating margin, compared to EUR69 million
($91 million) and a 34% margin a year ago. Without the adverse
effect of the $/EUR exchange rate during the quarter, the operating
margin would be 35%. EBITDAs was EUR66 million ($99 million), with
a 35% EBITDAs margin, compared to EUR74 million ($97 million) and a
36% margin last year. Services Revenue for Services was EUR433
million ($646 million), stable in EUR and up 16% in $ supported by
strong contract performance and an 84% fleet utilization rate
partially offset by lower multi-client sales. Operating Income was
EUR89 million ($133 million), with a 21% operating margin, compared
to EUR101 million ($133 million) and a 24% margin a year ago based
on stronger contract sales and lower contributions from the high
margin multi-client business. Without the adverse effect of the
$/EUR exchange rate during the quarter, the operating margin would
be 22%. EBITDAs was EUR190 million ($284 million), with a 44%
EBITDAs margin compared to EUR210 million ($276 million) and a 49%
margin last year. - Marine contract revenue reached EUR159 million
($238 million) up 17% in EUR and up 33% in $ in an undersupplied
market. We operated 66% of our high-end 3D fleet on contract,
mainly in the Eastern Hemisphere. During the quarter, the Alize was
upgraded to a 14 Sercel Sentinel solid streamer configuration. -
Land contract revenue reached EUR103 million ($154 million) up 23%
in EUR and up 40% in $ with seasonally high activity in North
America and increased demand for high resolution seismic. We
operated 25 crews in select locations with 9 crews in the Eastern
Hemisphere and 16 crews in the Western Hemisphere, including 2 in
Alaska. - Processing & Imaging revenue was EUR65 million ($97
million) down 4% in EUR and up 9% in $ based on increased data
volumes and our strengthening position in high-end imaging
technologies. - Multi-client revenue was EUR105 million ($157
million) down 32% in EUR and 23% in $ from a strong first quarter
last year. This trend illustrates the uneven pattern of
multi-client revenues which by nature will be subject to quarterly
fluctuations. The amortization rate for multi-client sales was 50%
distributed respectively 48% for marine multi-client and 56% for
land multi-client. Multi-client marine revenue was EUR79 million
($118 million) down 31% in EUR and 21% in $. Marine multi-client
Capex reached EUR86 million ($129 million) with 61% prefunding as
two wide-azimuth projects ran concurrently. The Vision and the
Vanquish pursued work on the Garden Banks multi-vessel wide-azimuth
survey in the GoM while the Viking completed the acquisition phase
of the Walker Ridge survey with promising preliminary results.
Prefunding was EUR53 million ($78 million). After-sales revenue was
EUR27 million ($40 million). Multi-client land revenue was EUR26
million ($39 million) down 36% in EUR and down 27% in $. Land
multi-client Capex was EUR11 million ($16 million) with 86%
prefunding and 2 crews operating in the US. Prefunding was EUR9
million ($14 million). After-sales revenue was EUR17 million ($25
million). 2008 Outlook In Q2 we plan to demobilize our Arctic crews
as every year. We also expect a lower marine utilization rate based
on various factors. These include planned shipyard maintenance
during seasonal transits, a return of vessels for defective
maritime equipment and a loss of propulsion incident on the
Symphony offshore Australia at the end of April that is still under
assessment. At this time, we estimate that the impact of the
Symphony incident on operating income could be above $25 million.
We confirm our 2008 objectives based on strengthening activity in
the second half of the year. Seismic equipment deliveries will
continue to increase throughout 2008, fueled by Sercel's record
backlog. In Services, the marine utilization rate is expected to
return to high levels in Q3 and Q4 and we expect library sales to
increase particularly in Q4, driven by the timing of licensing
rounds. Looking forward we expect the seismic market for equipment
and services to grow along with increasing E&P spending of the
oil and gas companies. Other information The quarterly financial
information including press release, 6K and presentation are
available on our website at http://www.cggveritas.com/. Robert
BRUNCK, Chairman and CEO, will comment on the results during a
public presentation today May 14th 2008 at 10:00 am - at Maison du
Barreau - 2 & 4 rue de Harlay - Paris 1st. An English language
conference call is also scheduled today Wednesday May 14th at 3:00
pm (Paris time) - 2.00 pm (London time) - 8:00 am (US CT) - 9:00 am
(US ET). - International call-in: +1-647-427-3417 - US call-in:
1-888-241-0558 - Replay: +1-402-220-1756 & +1-800-695-3382 -
code 35066969 To take part in the conference call, simply dial five
to ten minutes prior to the scheduled start time to register for
the call and to check your connection is working properly. You will
be asked for the name of the conference: "CGGVeritas 2008 Q1
results". CGGVeritas will also provide a streaming audio webcast of
the conference call accessible for two weeks following the
conference call on our website. About CGGVeritas CGGVeritas
(http://www.cggveritas.com/) is a leading international pure-play
geophysical company delivering a wide range of technologies,
services and equipment through Sercel, to its broad base of
customers mainly throughout the global oil and gas industry.
CGGVeritas is listed on the Euronext Paris (ISIN: 0000120164) and
the New York Stock Exchange (in the form of American Depositary
Shares, NYSE: CGV). The information included herein contains
certain forward-looking statements within the meaning of Section
27A of the securities act of 1933 and section 21E of the Securities
Exchange Act of 1934. These forward-looking statements reflect
numerous assumptions and involve a number of risks and
uncertainties as disclosed by the Company from time to time in its
filings with the Securities and Exchange Commission. Actual results
may vary materially. Investor Relations Contacts Paris: Christophe
Barnini Tel: +33-1-64-47-38-10 E-Mail: Houston: Hovey Cox Tel:
+1-832-351-8821 E-Mail: DATASOURCE: CGGVeritas CONTACT: Investor
Relations Contacts: Paris: Christophe Barnini, Tel:
+33-1-64-47-38-10, E-Mail: ; Houston: Hovey Cox, Tel:
+1-832-351-8821, E-Mail:
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