Integra Group Releases Interim Management Statement for 9M 2013
OREANDA-NEWS. Integra Group (LSE: INTE) released its Interim Management Statement and unaudited financial highlights for the nine months period ended September 30, 2013. The financial data are based on management assessment only and have not been reviewed by external auditors.
9M 2013 Financial Highlights
Sales decreased by 9.3% to USD 418.2 million (vs. USD 461.0 million in 9M 2012)
Adjusted EBITDA [1] 35.1 million (vs. USD 24.0 million in 9M 2012) increased by 46.3% to USD
Adjusted EBITDA margin increased to 8.4% (vs. 5.2% in 9M 2012)
Net cash from operating activities decreased to USD 7.1 million (vs. USD 35.8 million in 9M 2012)
Capital expenditures increased to USD 57.2 million (vs. USD 40.8 million in 9M 2012)
Net Debt as of December 6, 2013 amounted to USD 129.3 million (vs. USD 155.1 million as of June 30, 2013)
9M 2013 Operating Highlights
194 thousand meters drilled (9M 2012: 211 thousand meters)
29 active drilling rigs (9M 2012: 29 active drilling rigs)
2,634 workover operations conducted (9M 2012: 2,613 workover operations)
77 workover crews (9M 2012: 79 workover crews)
861 cementing operations (9M 2012: 461 cementing operations)
23 cementing fleets (9M 2012: 14 cementing fleets)
354 coiled tubing operations (9M 2012: 213 coiled tubing operations)
5 coiled tubing units (9M 2012: 4 coiled tubing units)
183 wells completed with directional drilling service (9M 2012: 313 wells)
21 directional drilling crews (9M 2012: 26 directional drilling crews)
437 downhole motors and 7 turbodrills produced (9M 2012: 444 downhole motors and 41 turbodrills produced)
Felix Lubashevsky, Integra Group's President and Chief Executive Officer, commented:
“Integra's third quarter results demonstrated a significant improvement in Adjusted EBITDA margin despite lower revenues caused by rig divestment earlier this year. We were able to achieve a strong recovery in the quarterly group margin to 16.9% from just 4.4% in 1H 2013 and from 13.6% in 3Q 2012. In addition to seasonal factors which provide natural support, we have completed a number of structural changes in our business, which have made this result possible. A considerable reduction in corporate overhead, investment in additional capacity in our cementing and coil tubing operations and replenishment of our fleet of active drilling rigs - all have provided a foundation for an ongoing improvement in profitability. In line with our Corporate Strategy 2012-2015, we continue to focus on quality, efficiency and better cross-selling of our services, while maintaining rigorous cost control. In addition, we are actively exploring opportunities to significantly enhance the quality and size of our rig fleet both through acquisitions of contracted rigs and purchases of new rigs from producers.
We look in 2014 with cautious optimism given early visibility of our 2014 order book and uncertainty over macroeconomic outlook for the next year.”
Discussion of the Group's Financial Results
Group sales from continuing operations during 9M 2013 decreased by 9.3% to USD 418.2 million compared to USD 461.0 million during 9M 2012. The decline was driven by a reduction in drilling volumes caused by rig divestments in March, 2013, lower volumes of directional drilling services, a decrease in volumes of well testing services, depreciation of the Russian ruble, which were partially compensated by higher volumes of cementing and coiled tubing services. Adjusted EBITDA increased by 46.3% to USD 35.1 million from USD 24.0 million during 9M 2012 due to lower unforeseen expenses related to geological complications compared to 2012, a significant reduction in selling, general and administrative expenses, higher volumes and better margins in cementing, coiled tubing services. The increase in Adjusted EBITDA was partially offset by a continued increase in variable cost of sales that are not compensated by better pricing in some services, lower volumes in well testing and depreciation of the Russian ruble.
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