Heidelberg Cement Essay

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Bangladesh Equities Corporate Update HEIDELBERGCEMENT BANGLADESH LTD BDT : 1,284.00 Heidelberg Cement Adjusted Price-Volume Graph 1,800 180,000 EPS Financial Year Revenue NPAT EPS P/E(x) (Dec) Growth % BDT' mn BDT' mn BDT' mn DPS BDT EV/Sales (x) EV / EBITDA (x) P/BV 1,600 160,000 1,400 140,000 1,200 120,000 2005 2006 2007 2008E 2009E 2010E 3,655 5,004 5,621 6,801 8,229 9,957 87 522 622 743 1,007 1,322 15.43 92.35 110.00 131.52 178.22 233.97 83.24 229.62% 13.90 498.68% 11.67 19.11% 9.76 19.56% 7.20 35.51% 5.49 31.28% 8.00 16.00 25.00 25.00 25.00 25.00 2.11 1.54 1.37 1.13 0.94 0.77 18.17 8.35 6.71 5.44 4.35 3.48 3.95 3.13 2.54 2.10 1.68 1.32 1,000 100,000 800 80,000 600 60,000 400 40,000 200 20,000 0 3-Apr-07 3-Apr-08 3-Jul-07 3-Oct-07 3-Jul-08 3-Jan-07 3-Jan-08 3-Oct-08 0 HeidelbergCement Bangladesh Limited (HCBL) is a direct subsidiary of HeidelbergCement Group in Germany with a 61% stake in the entity. HeidelbergCement Group started its operations in Bangladesh in 1998 by setting up a floating terminal in the port of Chittagong. The company consequently built a greenfield manufacturing plant “Scancement International Ltd” and acquired a controlling stake in the formerly state owned Chittagong Cement Clinker Grinding Co Limited (CCCGCL). The two entities were amalgamated in 2003 to form HCBL. HCBL currently operates two plants with a total annual capacity of 2 million tons of cement. The annual per capita consumption of cement in Bangladesh is around 55.75 kg, with an installed capacity of 15 million tons per year and a cement demand of 8 million tons per year. Local producers account for as much as 60% of current cement production in the country while foreign manufacturers accounting for 40% of market share. A slowdown in the local construction sector seen

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