XYZ Ltd
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Contents
Sl. No.
Section
Page
1
Executive summary..............................................................................................................................................
2
Company overview
4
Snapshot....................................................................................................................................................
5
Business description.................................................................................................................................
6
Key financials……….................................................................................................................................
7
Revenue by segment and geography…..………………………………………………………………………..
9
Key locations………………….…………………………………………………………………………………….
11
Key developments………………………………………………………………………………………………….
12
Key executives………………………………………………………………………………………………………
13
3
Competitor benchmarking……………………………………………………………………………………………………..
14
4
Geographical footprint………………………………………………………………………………………………………….
15
5
Strengths over others
6
Compared with companies…………………………………………………………………………………………..
16
Compared with products…………………………………………………………………………………………….
17
Analyst references…………………………………………………………………………………………………………….
18
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Executive summary
XYZ Ltd (XYZ) is a construction, services and property business. It employs around 15,… people globally and reported revenue of USD2,…bn in FY2015.
The company operates predominantly in the UK and has small overseas operations. It has four operating segments: Construction, Services, Property and
Residential.
Past year performance
•
Performed well in FY2015 despite integration challenges following its ABC Ltd acquisition and slow-moving market conditions
•
Reported a y-o-y increase of …% in revenue and …% in operating profit (excluding non-underlying items) in FY2015
•
Net margin, return on assets and return on equity ratios and earnings per share were lower than those of its peer group
Outlook
Positive outlook driven by the following factors:
•
Construction industry forecast to grow …% y-o-y in 2015
•
Affordable housing schemes and public infrastructure projects announced by the UK government
•
Adoption of green/sustainable construction trends
•
Strong market credibility and ability to execute large projects with a combined order book of over USD6,…bn
* As reported by the company, ** Refer to Section 10 for more details
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Company overview
Snapshot
Snapshot
Headquarters
XXX, XXX
Founded in
19xx
Stock exchange*
NYSE
Number of employees
x,xx,xxx
Website
www.sample.com
Source: Company website / Annual report 2015 / Thomson One
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Company overview
Business description
Business description
• XYZ is a global ABC company incorporated in 19xx after the merger of XXX and XXX. The company specialises in the
development, manufacturing and marketing of XXX solutions, with the main focus on XXX.
• As a part of its new structure, it has three business segments: ABC, DEF and GHI. It also has two supporting divisions:
XXX1 and XXX2
• It has ~xx subsidiaries across xx countries and caters to xxx people globally (as of 31 December 2015).
• XX and XY are XYZ’s top-selling products, with annual sales of EURxxbn (USDxxbn) and EURxxbn (USDxxbn), respectively,
in 2014.
Source: Company website / Annual report 2015 / Thomson One
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Company overview
Key financials (1/2)
Key financials (FY2014; EURbn)
Revenue
xx
Operating profit
xx
Total assets
xx
R&D expenditure
xx
Market cap (as on 18 Dec 2015)
xx
Ownership structure
Owner category
Common stock equivalent held
Total shares outstanding (in %)
Market value (EURm)^
Investment managers
xx
xx
xx
Public and others
xx
xx
xx
Individuals
xx
xx
xx
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Company overview
Key financials (2/2)
50
45
40
35
30
25
20
15
10
5
0
xx
xx
xx
xx
xx
60.0%
50.0%
40.0%
30.0%
xx %
xx %
xx %
xx %
20.0%
xx %
10.0%
Operating profit margin
Revenue (EURbn)
Annual revenue FY20xx–20xx (EURbn)
0.0%
FY 20xx
FY 20xx
FY 20xx
Group revenue
FY 20xx
FY 20xx
Operating profit margin
•
In 20xx, XYZ’s net sales increased marginally by 0.x% y-o-y. Sales were largely affected by the xxx. However, the decrease was offset
by volume growth in other products and xx major approvals, keeping the sales approximately constant over the past year.
•
Overall net sales were driven by strong performance of the company’s growth products, which reached EURxxbn (USDxxbn) accounting
for xx% of the net sales. The growth products include those introduced since 20xx or with patent protection until 20xx in key markets.
•
Also, a y-o-y growth of xx% in net sales in emerging markets helped offset EURxxbn (USDxxbn) impact of generic medicines.
•
In FY2014, its operating profit decreased by xx% y-o-y to EURxxbn (USDxxbn) due to higher impairments of property, plant & equipment
and intangible assets in FY2014. The net profit increased xx% to EURxxbn (USDxxbn) even in light of intense competition in generic
medicines.
Source: Company website / Annual report 2015 / Thomson One
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Company overview
Revenue by segment
Revenue (EURbn)
Revenue breakdown (by segment) FY2010–2014*
50
45
40
35
30
25
20
15
10
5
0
1
2
3
3.9%
7.9%
5.8%
8.6%
4
3.7%
5
6
3.9%
7.1%
6.6%
10%
16.1%
15.5%
15.8%
16.4%
17.0%
8.9%
17.0%
18.0%
18.1%
18.7%
59.7%
55.6%
56.7%
55.6%
54.8%
FY 2010
FY 2011
FY 2012
FY 2013
FY 2014*
•
1 is the major operating segment for XYZ, accounting for approximately xx% of the company’s total revenue in FY2014. This was
primarily due to xx% y-o-y growth in the sale of growth products. The company’s top-performing products were ‘abc’ and ‘pqr’. However,
1 segment’s sales decreased xx% y-o-y as the company lost exclusivity on its products in key markets. It lost sales of approximately x%
sales due to competition from other companies in generic products.
•
2 registered a y-o-y growth of xx%, registering total net sales of EURxxbn (USDxxbn). Majority of the growth in 1 was driven by launch of
products such as ‘abc’ in late 2013 and continued growth of the product ‘pqr’.
•
The 3 segment grew xx% y-o-y reaching EURxxbn (USDxxbn) in FY2014. Growth in this segment was driven by strong sales of ‘abc’
(EURxxm [USDxxm]).
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Company overview
Revenue by geography
Revenue (EURbn)
Revenue breakdown (by geography) FY2010–2014
•
•
50
45
40
35
30
25
20
15
10
5
0
Europe
United States
Asia / Africa / Australasia
Canada and Latin America
9.4%
9.6%
9.2%
9.6%
21.1%
22.8%
21.7%
21.3%
32.8%
32.8%
32.7%
32.4%
38.5%
36.7%
34.8%
36.4%
36.7%
FY2010*
FY 2011
FY 2012
FY 2013
FY 2014
9.0%
19.5%
32.9%
The US and Europe account for the majority of the company’s revenue for XYZ. In 2014, net sales in the US declined xx% while net
sales in Europe increased xx%.
− In 20xx, ‘abc’, the company’s major revenue generator, faced stiff competition from generics, particularly in the US and Japan,
leading to a decrease in net sales in these regions.
− ‘pqr’ registered strong volume growth in the US and other regions.
− ‘abc’ registered strong y-o-y growth of xx% in Western Europe (excluding Germany) and xx% in the US.
Asia, Africa and Australasia accounted for sales worth EURxxbn (USDxxbn), or xx% of total sales in 2014.
− Net sales in emerging growth markets such as Asia, Africa and Latin America grew xx% to EURxxbn (USDxxbn), driven by
strong performance in China and Brazil.
− ‘abc’ sales were driven by emerging growth markets, with Asia registering a xx% y-o-y growth, particularly China (xx% y-o-y)
and Russia (xx% y-o-y).
− Asia (excluding Japan) contributed to strong retail sales of ‘abc’ and ‘pqr’. xxx registered a strong y-o-y growth of 15% in Asia.
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Company overview
Key locations
Key locations
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Company overview
Key developments
XYZ has been adjusting its portfolio to focus on its core offerings. The following table outlines its M&A transactions from January 2015 to
December 2015.
Date announced
Target
Acquirer
Deal value
Synopsis
xx Oct 20xx
XXX
XYZ
–
XYZ acquired XXX to broaden its xxx pipeline. The acquisition
adds a program currently in phase I trials for xxx.
xx Aug 20xx
XXX
XYZ
EURxxbn
XYZ agreed to acquire all remaining rights to ‘ABC’ from XXX
for EURxxbn (USDxxbn) to expand its portfolio. The company
previously acquired the rights to ‘ABC’ for ‘pqr’ in 20xx.
The following table shows the recent partnerships / collaborations undertaken by XYZ from January 2015 to December 2015.
Date
Focus
area
Value
Description
xx Dec
20xx
XXX
–
XYZ signs license agreement with ABC
ABC entered into a license agreement with XYZ for the development and commercialisation of
xxx.
xx Dec
20xx
XXX
–
XYZ and ABC enter into partnership
ABC partnered with XYZ Middle East to market ‘xxx’ in the UAE.
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Company overview
Key executives
Key executives
Name – CEO
Past experiences
Name – CFO
Past experiences
Name – Group General Counsel
Past experiences
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Competitor benchmarking
Parameters
Comparison
Parameters
XYZ
Competitor 1
Competitor 2
Competitor 3
Parameter 1
xxx
xxx
xxx
xxx
Parameter 2
xxx
xxx
xxx
xxx
Parameter 3
xxx
xxx
xxx
xxx
Parameter 4
xxx
xxx
xxx
xxx
Parameter 5
xxx
xxx
xxx
xxx
Parameter 6
xxx
xxx
xxx
xxx
Parameter 7
xxx
xxx
xxx
xxx
Parameter 8
xxx
xxx
xxx
xxx
Parameter 9
xxx
xxx
xxx
xxx
Parameter 10
xxx
xxx
xxx
xxx
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Location analysis
Geographical footprint
France
USA
China
Mexico
Venezuela
Malaysia
Peru
Australia
Argentina
Chile
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Strength over others
Compared with companies
Strong SLA
guarantees
XYZ offers highest
uptime guarantee
of up to 100%
Hybrid VPN &
Internet
Gateways
XX Secure
Gateway hubs
worldwide:
A in the U.S.,
B in Europe,
C in Asia,
D in Africa
Robust MPLS
Infrastructure
XXX MPLS PoPs
globally
YY on-net global
PoPs
IPsec access in
over XXX
countries
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Strength over others
Compared with products
Category 1
Details
Category 2
Details
Category 3
Details
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Analyst references
Why XYZ over competitors
Gartner’s Magic Quadrant for Global
Network Service Provider
2014
2015
Click to View
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InsightBee disclaimer
Although the information contained in this publication has been obtained from sources believed to be reliable, the author and
InsightBee disclaim all warranties as to the accuracy, completeness or adequacy of such information. InsightBee shall have no
liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof.
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