Business Report Companies

AVI feels margin pressure

Nicola Mawson|Published

An AVI-owned Spitz store in the Rosebank Mall.Picture: Simphiwe Mbokazi An AVI-owned Spitz store in the Rosebank Mall.Picture: Simphiwe Mbokazi

Johannesburg – AVI, which is home to brands such as

I&J and Spitz, says rising raw materials and a weaker rand weighed on its interim

results in the six months to December.

The listed food and fashion company said in a statement

on Monday that, despite this, its operating profit gained 8.1 percent to R4.14

billion as revenue gained 11.6 percent to R7.13 billion.

Echoing other companies that have recently reported

results, it notes that it experienced a challenging environment.

AVI declared a 162c a share dividend, an 8 percent

year-on-year improvement.

It says its revenue growth reflects a combination of

price increases in response to a weaker rand exchange rate and higher raw

material costs, and volume growth in most of our grocery categories.

While gross profit gained 8 percent to R3.12 billion, its

consolidated gross profit margin dropped from 45.3 percent to 43.8 percent as

some categories have yet to fully recover the input cost pressures resulting from

the weaker rand exchange rate.

Its operating profit margin decreased from 20.4 percent

to 19.7 percent, which it says is in line with the pressure on gross profit

margins in some categories.

AVI notes Entyce and Snackworks both performed soundly

with good growth in operating profit for the semester notwithstanding that

selling prices have yet to fully recover rising input costs. The overall

performance by AVI’s Fashion Brands was satisfactory in the context of the difficult

consumer environment.

Read also:  Price increases lift AVI revenue

Demand during December for its core brands was strong, with

Spitz in particular achieving solid revenue growth compared to December last

year, it adds. Both Spitz and Green Cross grew operating profit in the period despite

pressure on footwear sales volumes at the materially higher price points necessary

to protect gross profit margin. Indigo Brands delivered a “pleasing” result for

the semester with gains in market shares in key categories, it says.

I&J achieved profit growth from favourable exchange

rates and improved fishing in the second quarter, although the result was

tempered by an operating profit shortfall of about R25 million due to a three

week illegal strike at the trawling operations in August, it says. The

shortfall impacted negatively on the group’s trading result for the first half.

Headline earnings, a key measure of profitability, rose

8.5 percent to R979.8 million with the growth in operating profit and an

improved result from I&J’s Australian joint venture partially offset by

higher finance costs in line with higher interest rates.

Headline earnings per share increased 7.6 percent from

281.6 cents to 302.9 cents with a 0.8 percent increase in the weighted average number

of shares in issue due to the vesting of employee share options, including the

AVI Black Staff Empowerment Scheme, it says.

The company spent R284 million during the half year,

which was lower than in the first half of last year.

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