Jinpan International Reports Third Quarter 2007 Results

Date : 11/13/2007 @ 8:00AM
Source : PR Newswire
Stock : Jinpan International Ltd (JST)
Quote : 30.99  0.32 (1.04%) @ 4:01PM
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Jinpan International Reports Third Quarter 2007 Results

- Company Reports 3Q07 Revenues of $29.5 Million; Diluted EPS of $0.51 -

ENGLEWOOD CLIFFS, N.J., Nov. 13 /PRNewswire-FirstCall/ -- Jinpan International Ltd (AMEX:JST), a leading designer, manufacturer, and distributor of cast resin transformers for voltage distribution equipment, today announced consolidated financial results for the third quarter ended September 30, 2007.

Highlights for the Third Quarter Ended June 30, 2007

-- Total sales for the third quarter were USD $29.5 million, a 26.3% increase over the same period last year. The increase in revenues was a result of continued strong sales of the Company's cast resin transformers, switch gear equipment, reactors and unit substations.

-- Sales growth benefited from the continued expansion of the Chinese economy and the accompanying increase in demand for power generation equipment. The third quarter also saw a significant increase in the sale of custom-designed transformers, which tend to require a longer manufacturing cycles but also bring higher gross margins.

-- Gross profit in the third quarter was $10.6 million, a 64% increase over the same period last year. Third quarter gross margin increased 820 basis points to 35.8% compared to 27.6% in the year ago period.

Gross margin benefited primarily from lower material costs associated with growing sales of the company's new electricity transformer model supplied to customers in China as well as from an increase in custom- designed transformers which are generally sold at a higher gross margin.

-- Selling, general and administrative expenses in the third quarter were $5.7 million, or 19.5% of sales, versus $3.4 million, or 14.7% of sales, in the year ago period. SG&A increased primarily due to additional costs related to SOX 404 compliance and the hiring and training of personnel for the Company's new manufacturing facility in Wuhan.

-- Operating income increased to $4.8 million, or 16.4% of sales, compared to $3.0, or 12.9% of sales in the prior year period.

-- Net income for the third quarter increased 96.2% to $4.1 million, or $0.51 per diluted share, versus $2.1 million, or $0.32 per diluted share, in the third quarter of 2006. Third quarter net income as a percentage of revenue increased 500 basis points to 14.0% from 9.0% in the prior year period, attributable to the increase in gross margin which outweighed the increases in SG&A.

Mr. Zhiyuan Li, Chief Executive Officer of Jinpan commented, "Our financial performance in the third quarter was strong across the board. The increased need for power generating equipment in China and abroad remains strong, which bodes well for our business. We managed our growth well during the quarter and are pleased with our margin improvement.

Our products are well positioned in the market due to their quality, reliability, competitive pricing, and energy efficiency. In addition, our ability to efficiently and cost-effectively produce custom-designed products that meet the needs of individual customers is another strength we bring to the market.

Our cast resin transformers are meeting the needs of our expanding customer base which numbered over 400 in the third quarter. Our products are used in a broad range of applications, including urban applications such as railroad, airport, harbor, hospitals, and office buildings, commercial and industrial applications such as factories and processing plants, and electrical power plants.

Our current backlog is strong and we are operating at full capacity. We are getting close to completing our major initiative to expand our production capacity with the build out of our new Wuhan manufacturing facility. Once operational, this 400,000 square foot facility will be dedicated to the manufacturing and design of our cast resin transformers. The centralized location of this new facility in China can also help to minimize transportation and production costs. We are currently training individuals to operate and run this facility and plan for it to be operational by Jan 2008. Once fully operational, our production for cast resin transformers is expected to increase by 50%."

Financial Outlook for 2007

For the full 2007 fiscal year, the Company currently anticipates revenue of approximately $113 million, a 37% increase compared to 2006 revenue of $82.3 million. The Company anticipates net income to be in the range of $13.5 to $13.9 million, or $1.67 to $1.72 per diluted share, which is an 80% to 85% increase compared to 2006 net income of $7.5 million, or $1.12 per diluted share. This increased net income estimate from the prior quarter is largely a result of higher than anticipated gross margin stemming from the sales mix of newly designed transformers, which generally have lower material production costs, and also higher than expected sales of custom-designed transformers, which tend to be sold at higher gross margins.

The Company's fiscal 2007 diluted EPS guidance is based on an estimated average diluted share count of approximately 8.1 million shares for the full year, which is an increase of approximately 1.4 million shares from its fiscal 2006 diluted share count of 6.7 million shares, due to its secondary offering completed in December 2006.

Mr. Li concluded, "We see many good opportunities in China and abroad for the remainder of this year and well into 2008. International sales, primarily to the U.S., continue to grow and are on a pace to double as compared to last year. We continue to take the right steps to grow our business responsibly while also ensuring the quality of our client base. We are increasingly becoming a global player with our cast resin transformers and related equipment and are encouraged with our prospects for growth. We look forward to meeting the power generating needs for our customers with the most reliant, highest quality products and are pleased with our market opportunity in the years ahead."

Financial Results for the Nine Months ending September 30, 2007

-- For the nine month period ending September 30, 2007, total sales increased 34.3% to $77.8 million compared to $57.9 million in the first three quarters of last year.

-- Gross profit increased to $26.0 million compared to $16.1 million in the prior year period. Gross margin increased 560 basis points to 33.4% from 28.0% in the prior year period.

-- Selling, general and administrative expenses in the for the first nine months of 2007 were $14.2 million, or 18.2% of sales, compared to $9.1 million, or 15.8% of sales, in the prior year period.

-- Operating profit for the first nine months of 2007 increased 69% to $11.8 million compared to $7.0 million in the prior year period. Nine month operating margin increased 310 basis points to 15.2% compared to 12.1% in the prior year period.

-- Net income for the first nine months of 2007 was $9.8 million, or $1.21 per diluted share, compared to $4.8 million, or $0.72 per diluted share in the prior year period.

About Jinpan International Ltd

Jinpan International Ltd. (AMEX:JST) designs, manufactures, and distributes cast resin transformers for voltage distribution equipment in China and other various countries around the world. Jinpan's cast resin transformers allow high voltage transmissions of electricity to be distributed to various locations in lower, more usable voltages. The Company has obtained ISO9001 and ISO1401 certification of its cast resin transformers. Its principal executive offices are located in Hainan, China and its U.S. headquarters is based in Englewood Cliffs, New Jersey. Safe Harbor Provision

Statements in this press release which are not historical data are forward-looking statements which involve known and unknown risks, uncertainties or other factors not under the company's control, which may cause actual results, performance or achievements of the company to be materially different from the results, performance or other expectations implied by these forward-looking statements. These factors include, but are not limited to, those detailed in the company's periodic filings with the Securities and Exchange Commission.

Investor Contact Information: Mark Du Chief Financial Officer Jinpan International Ltd.

(201)227-0680

Bill Zima Integrated Corporate Relations, Inc.

(203) 682-8200

Jinpan International Limited and Subsidiaries Consolidated Statements of Income (unaudited) For the Three and Nine Month Periods Ended September 30, 2007

Three Three Nine Nine months months months months ended ended ended ended Sept. 30 Sept. 30 Sept. 30 Sept. 30 (In thousands, except 2007 2006 2007 2006 per share data) US$ US$ US$ US$

Net sales 29,467 23,324 77,756 57,905 Cost of Goods Sold (18,908) (16,899) (51,777) (41,780) Gross Margin 10,559 6,425 25,979 16,125

Operating Expenses Selling and administrative (5,736) (3,424) (14,154) (9,128) Operating income 4,823 3,001 11,825 6,997

Interest Expenses (196) (86) (442) (242) Other Income 157 33 351 41 Income before income taxes 4,784 2,948 11,734 6,796

Income taxes (652) (455) (1,910) (1,075) Income before minority interest 4,132 2,493 9,824 5,721 Minority Interest - (387) - (923) Net income 4,132 2,106 9,824 4,798

Earnings per share

-Basic US$0.52 US$0.32 US$1.23 US$0.73

-Diluted US$0.51 US$0.32 US$1.21 US$0.72

Weighted average number of shares

-Basic 7,974,295 6,570,755 7,974,295 6,570,755

-Diluted 8,087,308 6,662,141 8,087,308 6,662,141

Jinpan International Limited and Subsidiaries Consolidated Balance Sheets (unaudited) As of September 30, 2007

Sept. 30 June. 30 2007 2007 US$ US$ Assets Current assets: Cash and cash equivalents 9,220 15,361 Investment available for sales 193 683 Accounts receivable, net 39,537 35,728 Inventories 21,503 19,281 Prepaid expenses 9,645 4,112 Other receivables 2,279 3,231 Total current assets 82,377 78,396

Property, plant and equipment, net 7,608 4,444 Construction in progress 2,593 3,408 Deferred tax assets 99 102

Total assets 92,677 86,350 Liabilities and Shareholders' Equity Current liabilities: Short term bank loans 6,376 6,355 Accounts payable 5,560 3,535 Income tax 1,282 953 Advance from customers 4,668 5,065 Other Payable 12,834 13,381 Total current liabilities 30,720 29,289 Minority interest - - Shareholders' equity: Common stock, US$0.009 par value: Authorized shares - 20,000,000 Issued and outstanding shares - 8,186,617 in 2007 and 6,791,246 in 2006 73 73 Convertible preferred stock, US$0.009 par value: Authorized shares - 1,000,000 Issued and outstanding shares - 6,111 in 2007 and 2006 - Additional paid-in capital 23,577 23,556 Reserves 3,617 3,595 Retained earnings 33,020 29,528 Accumulated other comprehensive income 2,474 1,127 62,761 57,879 Less: Treasure shares at cost, common stock-206,470 in 2007 and 208,470 in 2006 (804) (818) Total shareholders' equity 61,957 57,061

Total liabilities and shareholders' equity 92,677 86,350

Jinpan International Limited and Subsidiaries Consolidated Statements of Cash Flows For the Nine Months Ended September 30, 2007 (Unaudited)

Nine Nine months months ended ended Sept. 30 Sept. 30 2007 2006 Operating activities Net income 9,824 4,798 Adjustments to reconcile net income to net cash provided by/(used in) operating activities: Depreciation 762 614 Deferred Income Tax 6 - Provision for Doubtful Debt 373 (36) Loss/(Gain) on disposal of fixed assets 8 - Employee Stock based compensation 21 - Minority interest - 923 Changes in operating assets and liabilities Accounts receivable (13,207) (5,839) Notes receivable 188 451 Inventories (2,152) (4,692) Prepaid expenses (4,736) (1,926) Other receivables (707) (1,219) Accounts payable (845) (1,160) Note Payable (1,043) - Income tax 660 690 Advance from customers 851 2,092 Other liabilities 1,980 1,636 Net cash provided by/(used in) operating activities (8,017) (1,348) Investing activities Purchases of property, plant and equipment (4,018) (754) Proceeds from sales of property, plant and equipment 18 - Payment for construction in progress (795) (739) Purchase of available-for -sales securities - - Net cash provided by (used in) investing activities (4,795) (1,493) Financing activities Proceeds from bank loan 9,309 12,729 Repayment of bank loan (9,157) (12,982) Acquisition of treasury stock - - Proceeds from exercise of stock options 34 308 Decrease in dividend payable to minority shareholders - (680) Acquired minority interest (11,000) - Dividends paid (1,931) (1,594) Net cash provided by/(used in) financing activities (12,745) (2,219) Effect of exchange rate changes on cash 662 87 Net increase/(decrease) in cash and cash equivalents (24,895) (4,973) Cash and cash equivalents at beginning of period 34,115 8,020 Cash and cash equivalents at end of period 9,220 3,047

Interest paid 274 194 Income taxes paid 1,282 384

DATASOURCE: Jinpan International Ltd

CONTACT: Mark Du, Chief Financial Officer, Jinpan International Ltd.,

+1-201-227-0680; or Bill Zima, Integrated Corporate Relations, Inc.,

+1-203-682-8200

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