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Nedap voorziet verdere stijging opbrengsten en winst


AMSTERDAM (Dow Jones)--Nederlandsche Apparatenfabriek (NEDAP.AE) verwacht dat de opbrengsten en winst over geheel 2012 verder stijgen en 'duidelijk tot belangrijk' hoger zullen zijn dan over 2011, meldt het bedrijf donderdag nabeurs.

De EUR152,3 miljoen aan opbrengsten en EUR11,0 miljoen aan winst in 2011 zullen naar verwachting 7% tot 20% hoger uitkomen.

De opbrengstengroei komt van vrijwel alle marktgroepen, te weten Agri, AVI, Healthcare, Library Solutions, Power Supplies en Retail. Alleen de opbrengsten van de marktgroep Security Management blijven licht achter.

De opbrengsten in het tweede halfjaar van 2012 zullen, vergeleken met 'de zeer goede tweede helft van 2011', verder stijgen en 'gering tot licht' hoger zijn, wat op basis van de Schaal van Mock correspondeert met een toename van 2% tot 7%.

Als gevolg van het blijven investeren in productontwikkeling, marketing, verkoop en logistiek zal de winstontwikkeling hier enigszins bij achterblijven, aldus Nedap.

Het aantal medewerkers steeg in de eerste 10 maanden van dit jaar met 27 naar 711 per 1 november 2012. De solvabiliteit, exclusief onverdeelde winst, blijft met ongeveer 39% van het balanstotaal 'onverminderd sterk', zegt het concern.


Door Ben Zwirs; Dow Jones Nieuwsdienst; +31-20-5715200; ben.zwirs@dowjones.com
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15 November 2012 Groenlo

Revenue and profit of the N.V. Nederlandsche Apparatenfabriek “Nedap” over the whole of 2012 - notwithstanding unforeseen circumstances - will show further growth, and will be markedly to significantly* higher than during 2011 (2011: revenue € 152.3 million, profit € 11.0 million). The growth in revenue came from virtually all market groups, namely Agri, AVI, Healthcare, Library Solutions, Power Supplies, and Retail. Only the revenue of the market group Security Management was somewhat flat. The growth was moreover achieved in a period when revenue from supplier activities – in 2011 still good for € 9.7 million - was reduced to virtually zero.

Market groups continue to invest vigorously in products and markets

Revenue in the 2nd half-year of 2012, in comparison with the excellent 2nd half of 2011, will be up once more and shows a modest to limited increase. As a result of the continued investment in product development, marketing, sales, and logistics, the growth in profit will be somewhat less pronounced. The market groups have made a vast improvement in their market positions over recent years, and will continue to invest vigourously in order to ensure sustained growth. Expenditure was also up by around € 0.8 million due to the initiative of the Power Supplies market group to replace a part of the hardware of a certain type of inverters that had already been delivered in order to upgrade the reliability and quality. Due to the relatively high share of new products in revenue, the depreciation cost of capitalised developments also went up.

The number of employees went up in the first ten months of this year by 27 to 711 as per 1 November 2012. The solvency position (excluding undistributed profit) remained undiminished strong at around 39% of the balance sheet total. In the year under review, the total investment in property, plant and equipment, and intangible assets will be significantly higher than the amount of depreciation and amortisation. The current credit facility is large enough to finance this investment. This facility will expire on 1 February 2013, but it has recently been provisionally extended until 1 November 2015. No covenants have been agreed with the bank.

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Market Groups
The market group Agri automation of cattle farming processes that help farmers optimise their business processes and improve animal welfare shall once more show a substantial growth in turnover in 2012. This applies for both the dairy farming sector and the pig-breeding sector. The demand for smart computerised solutions is growing rapidly as a result of the global trend of consolidation in both of these sectors, but also because of the higher standards in relation to animal-friendly facilities. With its state-of-the-art identification, detection, and registration systems, the Agri market group can provide cattle farmers with the ideal solutions in each of these areas. Furthermore, the market group has opened up new sales channels, which have enabled it to penetrate new markets more quickly. In China, the market group has its own sales and support team to take maximum advantage of the market growth in this region.

The market group AVI products for vehicle and driver identification as well as wireless parking systems also saw a satisfying increase in its revenue over the year. This was the result of a complementary product portfolio for vehicle identification combined with an extensive international dealer network. The market group has invested heavily in product development and marketing, and is working together with third parties to offer local governments a total solution that can improve traffic flows and the management of parking space in their cities.

Due to its continual focus on product innovation and marketing, the market group Healthcare automation of healthcare professional’s administration to create more time for care was able to reinforce its position in the Dutch market. This steady growth has not only been achieved with care institutions opting for a Nedap solution for the first time, but increasingly because existing clients are making much wider use of the full range of services. The market group offers an integrated product range for healthcare institutions, their staff and clients, and for home carers. The operating territory of the market group has gradually expanded beyond out-patient and home care to include in-patient, elderly and disability care. The PEP® suite (digital timesheet processing) also contributed to the growth in revenue of the market group.

Revenue of the market group Library Solutions RFID self-service systems for libraries are increasingly being derived from in-house products instead of third-party products. The market group no longer concentrates solely on implementing integrated library projects, and acting as a systems integrator combining a mix of in-house components and third-party products. It is now concentrating on the development and supply of a cutting-edge product portfolio, which allows business partners in a growing number of countries to carry out their own tailor-made projects. New markets, such as Scandinavia and North America, are contributing to the rise in turnover in 2012.

The market group Power Supplies electronic controls based on power electronics for e.g. lighting and autonomous energy systems showed an excellent growth in its revenue during the year. This was the result of the considerable investment in product development, marketing, and sales over recent years. This market group now has a robust and comprehensive product portfolio designed to meet the needs of specific market segments. Furthermore, the market group has further extended its partner network with new sales channels, amongst others in Germany for energy systems (PowerRouter) and in North America for the lighting segment. Both the products for autonomous energy systems and for lighting systems contributed to the growth in revenue.

Despite the very competitive market, the market group Retail security, management and information systems for retail saw its revenue go up once more. The market group is reaping the rewards of its investment in product innovation and marketing, the development of an extensive partner network, and the establishment of the Global Label Center in Hong Kong. The Retail market group helps retailers to increase their return on investment in their stores, amongst other things through the use of RFID technology, with Cube (a comprehensive store operations management system), and with the recent addition of !FaST labels. The !FaST labels are hidden antishoplifting tags that are fitted inside clothing and shoes by the manufacture, which can then be deactivated - totally guaranteed - in the store after payment has been made. This not only delivers cost savings for retailers, it also eliminates the inconvenience caused by false alarms for both shop staff and the customers. Major international clients (but local clients as well) can now be supported by the market group more or less anywhere in the world with the extensive international partner network. Revenue went up as a result, including in America, the Far East, and the Middle East, during 2012.

Revenue of the Security Management market group access control, registration, payments, fire and intrusion alarms, surveillance, locker management and biometrics systems saw a limited decline during 2012. This decline can largely be explained by the ending of the activities in relation to presence and absence registration systems for students. Another contributory factor was the poor investment climate in the construction and installation industry in the many regions where this market group is active. The activity level within this market group, both in terms of product development and market development, has nonetheless remained high. A growing number of multinational clients see the market group as a partner who can help them solve their worldwide security problems.
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opvallende uitspraak:

Expenditure was also up by around € 0.8 million due to the initiative of the Power Supplies market group to replace a part of the hardware of a certain type of inverters that had already been delivered in order to upgrade the reliability and quality.

Dit betekent dat de winst eenmalig is gedrukt met EUR 0.8 miljoen, maar toch hoger blijft dan vorig jaar met meer personeel dankzij de nadruk op innovatie en ondanks te verwachten stagnatie in beveiliging van nieuwe gebouwen, nu veel minder gebouwd en verbouwd wordt.

Al met al goede cijfers in deze conjunctuur maar wel EUR 0.8 miljoen lager dan had gekund door een incidentele post. Die vervanging zal wel goed voor de goede naam zijn en zorgen voor verdere groei.
voda
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Nedap voorziet verdere stijging winst, omzet in 2012 - SNS


AMSTERDAM (Dow Jones)--Nedap meldde donderdag met de deels kwalitatieve trading update over het derde kwartaal een stijging van omzet en winst over heel 2012 te verwachten met 7-20%. SNS Securities merkt op dat alle marktsegmenten groeien, behalve Security Management, waar de omzet licht afnam als gevolg van het beeindigen van enkele activiteiten. Analist Johan van den Hooven verwacht dat de groei zal aanhouden, al zal dat op een genormaliseerd niveau zijn ten opzichte van de sterke groei van de afgelopen twee jaren. Het advies is accumulate met een koersdoel van EUR30. Omstreeks 10.25 uur noteert het aandeel 0,4% lager op EUR27,99, terwijl de ASX met 0,3% stijgt. (LDF)


Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com


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ICT resultaten onder druk in KW3 - SNS


AMSTERDAM (Dow Jones)--De trading update van ICT (ICT.AE) over het derde kwartaal laat volgens SNS Securities zien dat de marktomstandigheden nauwelijks verbetering laten zien, alhoewel de analisten de omzetstijging in Duitsland veelbelovend noemen. Het was de eerste keer sinds meerdere kwartalen dat de omzet in dit land steeg. Het advies blijft hold met een koersdoel van EUR3,20. Omstreeks 10.00 uur noteert het aandeel 4,4% lager op EUR3,00, terwijl de ASX met 0,4% stijgt. (LDF)


Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com


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Je kan merken aan de cijfers van Nedap dat de ingeslagen weg succes oplevert. Ze zijn nog steeds bezig om medewerkers te werven. www.nedap.com/nl/nedap-labs/werken-bi...
In deze tijden nog zoveel mensen nodig hebben, dat lijkt me wat te zeggen.
Zetten breed in op intelligente technologische oplossingen voor relevante thema’s. Voldoende voedsel voor een groeiende bevolking, schoon drinkwater over de hele wereld, slimme netwerken voor duurzame energie. Ziet er positief uit voor de komende tijd. Recent positie ingenomen voor de lange termijn.

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Afgelopen vrijdag mooi bericht in Beleggers belangen."Nedap behoudt potentieel " . Intressante markten en sales is verbeterd. Concusie van BB de groei lijkt er nog lang niet uit een koop voor 2013.
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www.nedap.com/nl/technologie-die-erto...

Nedap is actief met haar live stock management op de grootste groeimarkt wereldwijd qua productie van varkensvlees: China. Met de enorme groei van de bevolking daar en meer behoefte aan voedsel geeft dit goed potentieel in deze markt. Tevens de aandacht voor een meer diervriendelijke en meer duurzame prodcutie sluit goed aan bij de systemen van Nedap op dit gebied.
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Dan nu een technisch verhaaltje. Nedap hoogste koers dit jaar is Eur. 29,54. Zal die er door heen gaan de laatste dagen van dit jaar? Waarschijnlijk wel! Dan de hoogste koers de laatste 10 jaar is ca. Eur. 36,06. (dd 2007) Mooi koersdoel voor 2013. Winst /aandeel zal wellicht ook nog wel 20% kunnen stijgen in 2013. Wie weet wat er daarna nog mogelijk is. Ik houd ze vast!!
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