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A2. Aveva Group plc is a leading global provider of engineering, design and info

ID: 2790656 • Letter: A

Question

A2. Aveva Group plc is a leading global provider of engineering, design and information management software. Given below is summarised information about their performance and financial position.

Share prices

At 31st March 2015

£14.80

At 31st March 2016

£15.75

Consolidated income statement for the year ended 31st March

2016

2015

£’000

£’000

Revenue

201,491

208,686

Cost of goods sold

(14,689)

(15,538)

Gross profit

186,802

193,148

Research and development costs

(32,128)

(32,696)

Selling & administrative expenses

(125,252)

(105,899)

Operating profit

29,422

54,553

Net finance revenue

             7

       309

Profit before tax

29,429

54,862

Taxation

  (8,955)

(13,303)

Profit for the year

20,474

41,559

Basic earnings per share

32.03p

65.07p

Dividend per share for the year

36p

30.5p

Number of employees

1,703

1,597

Consolidated balance sheet as at 31st March

2016

2015

£’000

£’000

Non-current assets

Goodwill

51,697

50,589

Other intangible assets

24,841

27,506

Property, plant and equipment

7,101

7,595

Net deferred tax asset (note a)

    -       

   2,320

83,639

88,010

Current assets

Trade and other receivables

98,395

97,908

Cash and cash equivalents

107,927

103,767

Net current tax asset

   1,703

     -       

208,025

201,675

Current liabilities

Trade payables

(5,986)

(3,251)

Other payables

(78,084)

(78,362)

Current tax payable

-      

(3,523)

Financial liabilities

     (864)

     (432)

(84,934)

(85,568)

Non-current liabilities

Net deferred tax liability (note a)

(570)

-       

Retirement benefit obligations

(5,162)

(14,187)

(5,732)

(14,187)

Net assets

200,998

189,930

Equity

Share capital

2,274

2,274

Share premium

27,288

27,288

Other reserves

5,965

1,655

Retained earnings

165,471

158,713

200,998

189,930

Explanatory notes:

Deferred tax arises due to differences in how items are treated for accounts purposes and tax purposes. A deferred tax asset represents an amount of tax that will not need to be paid in the future, but cannot be re-claimed from the tax authorities. A deferred tax liability will become payable in the future via the corporation tax liability. It is not currently payable.

Required:

Write a report on Aveva Group plc analysing its performance, financial position and future prospects. This report should be supported by appropriate ratios. Workings for the ratios should be provided.

The question will be marked as follows:

Calculation of ratios

40%

Evidence of prior research on the company

10%

Comments on performance, financial position and future prospects of the company

45%

Structure of report and conclusions

     5%

100%

At 31st March 2015

£14.80

At 31st March 2016

£15.75

Explanation / Answer

The peformance compnay has not been upto the mark when compared to year 2015.There has been substantial increase in admin and selling expenses which has really not translated into sales effectively. The company in its annual presentaion (basis study from company;s website) has indicated slowdown in key sectors like oil and gas whcih accounts to 30% of their revenues. The company is workign on new statergies like Saas and lease based models and is expecting recovery and better perfomance in coming financial years. Considering significant addition in employee count, there can be a expected rise in retirement benefits of the employees whcih may add to costs as well as long term liabilties.

From organic growth point of view, the company requires more new products and innovative offerings to cross sell its offerings. Considering slowdown additiona of manpower is questionable. From the given data the performance is deciling. However due to recovery in oil markets and petorchem and EPC segment in FY 2017, the resutls has been impresive (basis information on company's website). Hence the company needs to carry its momentum on wrt 2017 for attracting more equity investors.

Conclusion:

From investment point of view, the PE ratio is found to be still high and not supported with substantial earnigns growth. Also the company needs to tweak its credit policy as it is providing a much longer period for its debtors.

Given an option, performance is not at par when compared to other competitors like siemens, autodesk operating in similar segment.

Analysis Wrt to 2015 Increase / Decrease Revenue -3.45% COGS -5.46% Gross Profit -3.29% R&D COSt -1.74% Selling & Admin 18.27% Operating Profit -46.07% Net Fin Revenue -97.73% Proft Before Tax -46.36% Taxation -32.68% Profit for yr -50.74% Ratios 2016 2015 Quick Ratio 2.449 2.357 Current Ratio 2.45 2.36 Average Collection Period - days 178.24 171.24 Fixed Asset Turnover - times 2.41 2.37 Total Asset Turnover - times 0.69 0.72 Return on Total Assets 7.02% 14.35% Return on Equity 10.19% 21.88% Debt (Total) Ratio 0% 0% Profit Margin on Sales 10.16% 19.91% Equity Multiplier 0.689142301 0.655643 Price to Earnigns 46.22 51.64
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