Yucheng Technologies Limited Reports 51% Year-Over-Year Increase in Non-GAAP Net Income, Continued Gross Margin Improvements and

Date : 11/07/2007 @ 5:30PM
Source : PR Newswire
Stock : Yucheng Technologies Limited (MM) (YTEC)
Quote : 11.22  -0.48 (-4.10%) @ 8:00PM
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Yucheng Technologies Limited Reports 51% Year-Over-Year Increase in Non-GAAP Net Income, Continued Gross Margin Improvements and

Financial Results for the Three-Month Period Ended September 30, 2007

Highlights:

-- Unaudited revenue is US$15.0 million, increasing 44% quarter-over- quarter and 20% year-over-year -- Unaudited net income, excluding e-Channels related acquisition amortization, is US$2.9 million, an increase of 39% quarter-over- quarter and an increase of 51% year-over-year -- Management provided its 2007 non-GAAP net income estimate of US$9.3 million, above its management incentive plan target of US$8.5 million -- Unaudited gross margin is 39% for the period compared to 28% for the same period of 2006, and compared to the prior three month period ended June 30, 2007 which was 36% -- Successfully expanded into the small to medium sized banking segment by winning contracts for online banking and risk management with Hangzhou City Commercial Bank, Huishang Bank, and Bank of Beijing -- Further deepened our working relationship with existing customers, notably China Construction Bank -- Increased our POS merchant-acquiring network installation to 5,000 and our sales offices to nine by September 30, 2007 -- Acquired Recency Technology Limited, a leading provider of business intelligence solution and consulting services to banks in China

BEIJING, Nov. 7 /Xinhua-PRNewswire-FirstCall/ -- Yucheng Technologies Limited (NASDAQ:YTEC), a leading local IT and outsourced service provider to the Chinese banking industry, today announced company prepared, unaudited financial results for the three month period ended September 30, 2007.

The company reported unaudited revenue of US$15.0 million for the three month period ended September 30, 2007, representing a 44% quarterly increase compared to US$10.4 million in the three month period ended June 30, 2007, and an increase of 20% over the same period in 2006. The increase in revenue reflects strong growth in all of the company's main product offerings.

Excluding amortization expense related to the e-Channels acquisition, the unaudited net income for the three month period ended September 30, 2007, was US$2.9 million representing a 39% quarterly increase compared to US$2.1 million in the three month period ended June 30, 2007, and an increase of 51% from US$1.9 million for the same period in 2006. Unaudited net income including the e-Channels amortization charge for the three-month period ended September 30, 2007 was US$2.6 million. The unaudited earnings per share for the three month period ended September 30, 2007, was US$0.18, excluding the e- Channels amortization charge, and US$0.16, including it.

"The past three month period of Yucheng is marked by strong performance in our IT solutions and services business, with the revenue increasing 94% sequentially, compared to the three month period ended June 30, 2007," stated Mr. Weidong Hong, Yucheng's CEO. "Our IT solution, software and consulting businesses once again led the company's performance with continued growth in revenue, net profit and margin expansion. We continue to strengthen our commitment to higher margin businesses such as risk management, online banking and call center solutions, which we believe will continue to see robust growth. We continue to deepen our working relationships with our existing customers, such as China Construction Bank. We successfully migrated our market-leading products and services, such as online banking and risk management solutions, to small and medium sized banking customers, which are becoming aggressive adaptors of IT upgrades. We also completed the acquisition of Recency Technology Limited, a leading provider of business intelligence solutions and consulting services to banks in China. This acquisition further broadened Yucheng's overall risk management and performance management solution offering. Additionally, we have made good progress in the POS merchant acquiring business and have increased our total installed base to 5,000 nationwide and sales office presence to nine cities. We remain on track to achieve our operating targets of 7,000 POS installed base and ten sales offices by the end of 2007."

Key Unaudited Financial Indicators:

The difference between the unaudited non-GAAP net income amounts and GAAP net income amounts set forth is the effect of the amortization expense of intangible assets resulting from the accounting treatment of the acquisition of Beijing e-Channels Century Technology Co., Ltd.

(All numbers in US$ thousands, except per-share amounts)

Q3 of 2007 Q3 of 2006 Change (%) Consolidated Revenue $14,981 $12,445 20% Cost of Revenue $9,145 $9,001 2% Gross Profit $5,836 $3,444 69% Total Operating Expenses $2,888 $1,264 128% Income from Operations $2,948 $2,180 35% Non-GAAP Net Income $2,872 $1,901 51% Amortization of Intangible Assets $305 Nil N/A GAAP Net Income $2,567 $1,901 35% Non-GAAP EPS $0.18 $0.51 (65)% GAAP EPS $0.16 $0.51 (69)% Weighted average common shares outstanding 16,394,806 3,754,484 337%

Note: The United States dollar amounts in the above table are calculated based on the US$: RMB conversion rate of 7.5108 as of September 30, 2007 and 7.9087 as of September 30, 2006.

Unaudited Financial Results:

Unaudited revenue for the three month period ended September 30, 2007, was US$15.0 million, a 44% quarterly increase compared to US$10.4 million in the three month period ended June 30, 2007, and an increase of 20% compared to the US$12.4 million for the same period last year. The breakdown is as follows: approximately 39% of total unaudited revenue was from system integration; and 61% of total unaudited revenue was from IT solution and services.

Unaudited cost of revenues was US$9.1 million compared to US$6.7 million during the three month period ended June 30, 2007, and US$9.0 million during the three month period ended June 30, 2006, representing an increase of 37% quarter-over-quarter and 2% year-over-year. The unaudited gross profit for the three month period ended September 30, 2007 was US$5.8 million, up 56% compared to the three month period ended June 30, 2007, and up 69% compared to the US$3.4 million in the same period of 2006.

The overall gross margin was 39% for the three month period ended September 30, 2007, compared to 28% during the same period of 2006, and to 36% for the three month period ended June 30, 2007. The increase was mainly due to the revenue mix shifting favorably to high-margin and fast-growth IT solution and services businesses.

Unaudited selling, marketing and general administrative expenses totaled to US$2.3 million, a 16% increase quarter-over-quarter and a 108% increase from US$1.1 million year-over-year. The increase was attributable to operating expense inclusion of newly acquired companies and the expenses incurred from POS merchant acquiring business. Unaudited research and development expenses increased by 277% to US$0.6 million compared to that in the three month period ended September 30 2006, due to inclusion of research and development expense of newly acquired companies. Research and development expenses were mainly related to investment in developing software products and solutions.

Unaudited income from operations was US$2.9 million, which increased by 56% as compared to US$1.9 million for the three month period ended June 30, 2007, and increased by 35% as compared to US$2.2 million for the three month period ended September 30, 2006. The operating margin for the three month period ended September 30, 2007 was 20%, versus 18% for the same period in the previous year, and 18% for the three month period ended June 30, 2007. The effective tax rate for the same period of 2007 was negative 0.2%, compared to negative 4% for the three month period ended June 30, 2007, and 11% for the same period in the previous year, due to deferred tax recognized in the POS business unit.

Excluding amortization charge related to the e-Channels acquisition, the net income for the three month period ended September 30, 2007 was US$2.9 million, representing EPS of US$0.18 compared to a net income of US$1.9 million or EPS US$0.51 in the same period of 2006. Including the amortization charge, the net income is US$2.6 million and EPS is US$0.16 for the three month period ended September 30, 2007. The weighted average number of shares used in the calculation of EPS was 16,394,806 for the three month period ended September 30, 2007 compared to 3,754,484 in the same period of 2006.

Business Outlook:

"We see Chinese banks continue to invest in IT infrastructure in order to further improve their operational efficiency and profitability, especially in our core service areas such as electronic customer service channels like web- banking and call centers, and risk management/performance solutions. We also see that small to medium sized banks are becoming more aggressive in IT investment as they prepare for public listing and increase their competitiveness in the industry. Since the acquisition of Easycon that was completed last quarter, we see great opportunity to penetrating this niche market, and we will expect greater contribution to our revenue and profit from the small and medium sized banks," commented Weidong Hong, CEO of Yucheng. "All in all, Yucheng's business has been experiencing healthy growth and the management, despite the losses in the POS business unit, believes we can achieve US$9.3 million in net income, excluding e-Channels related acquisition amortization, for 2007."

Teleconference Information:

Management will conduct a conference call to discuss its financial results for the three month period ended September 30, 2007 at 8:00 p.m. EST on Wednesday, November 7, 2007.

To participate, please call the following numbers ten minutes before the scheduled start of the call and provide the conference call identification 22490023 to join:

+1-866-519-4004 (USA) +1-800-407-1908 (Canada) 0-808-234-6646 (UK.) 10-800-650-0419 (NetCom Users in China) 10-800-265-0432 (Telecom Users in China) +65-6735-7955 (Other countries)

The record of this call will be accessible and downloaded at for 48 hours starting 2 hours after the end of the call. The record will also be accessible on Yucheng's website at http://www.yuchengtech.com/english/front/main17.jsp?path=1766>1770.

About Yucheng Technologies Limited

Yucheng Technologies Limited (YTEC) is a leading IT and outsourced service provider to the Chinese banking industry. Headquartered in Beijing, China, Yucheng has more than 1,500 employees and has established an extensive footprint to serve its banking clients nationwide with nine subsidiaries and representative offices located in Shanghai, Guangzhou, Xi'an, Xiamen, Zhengzhou, Kunming, Nanjing, Changsha, and Chengdu. Yucheng provides a comprehensive suite of IT solutions and services to Chinese banks including 1) IT consulting, solutions and software platform, 2) system integration, and 3) outsourced operations. Yucheng counts 13 out of the 15 top banks in China as its customers, and is especially strong in 1) banking channel management IT solutions and services, such as web banking and call centers, 2) business processing solutions, such as core banking systems, foreign exchange, treasury, and intermediary business solutions, and 3) risk/performance management solution consulting and implementation service. It is also rapidly becoming the leading third party provider of POS merchant acquiring services in partnership with banks.

Safe Harbor Statement

This press release includes forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. Forward-looking statements are statements that are not historical facts. Forward-looking statements generally can be identified by the use of forward looking terminology, such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe," "project" or "continue" or the negative thereof or other similar words. Such forward- looking statements, based upon the current beliefs and expectations of Yucheng's management, are subject to risks and uncertainties, which could cause actual results to differ from the forward looking statements. The following factors, among others, could cause actual results to differ from those set forth in the forward-looking statements: current dependence on the PRC banking industry demand for the products and services of Yucheng; competition from other service providers in the PRC and international consulting firms; the ability to update and expand product and service offerings; retention and hiring of qualified employees; protection of intellectual property; creating and maintaining quality product offerings; operating a business in the PRC with its changing economic and regulatory environment; and the other relevant risks detailed in Yucheng filings with the Securities and Exchange Commission. The information set forth herein should be read in light of such risks. Yucheng assumes no obligation to update the information contained in this press release.

YUCHENG TECHNOLOGIES LIMITED AND SUBSIDIARIES Unaudited Consolidated Balance Sheets Sep 30, 2007 and Dec 31, 2006

Assets 2007.9.30 2007.9.30 2006.12.31 USD RMB RMB

Current assets: Cash 13,113,003 98,489,140 98,357,657 Trust monies placed with a financial institution 6,657,080 50,000,000 -- Trade accounts receivable, net 24,964,303 187,501,886 116,606,333 Costs and estimated earnings in excess of billings on uncompleted contracts 6,431,116 48,302,826 17,022,985 Amounts due from related companies 2,014 15,130 386,867 Inventories 1,206,945 9,065,124 5,655,156 Pre-contract costs 849,831 6,382,908 1,605,795 Deposit for acquisition of Businesses 6,657,080 50,000,000 44,750,000 Other current assets 6,672,326 50,114,509 21,035,434 Deferred income taxes 60,977 457,979 427,601

Total current assets 66,614,675 500,329,502 305,847,828

Investments in and advances to Affiliates 420,911 3,161,376 3,161,376 Office equipment, furniture and motor vehicles 4,125,157 30,983,231 13,420,353 Less: accumulated depreciation (1,364,563) (10,248,960) (6,958,874)

Net office equipment, furniture and motor vehicles 2,760,594 20,734,271 6,461,479 Intangible assets, net 4,538,900 34,090,771 36,207,527 Other non-current assets 170,533 1,280,840 45,383 Deferred income taxes 324,993 2,440,958 143,426 Goodwill 13,504,904 101,432,630 37,273,607

Total assets 88,335,510 663,470,348 389,140,626

YUCHENG TECHNOLOGIES LIMITED AND SUBSIDIARIES Unaudited Consolidated Balance Sheets (continued) Sep 30, 2007 and Dec 31, 2006

Liabilities and owners' equity 2007.9.30 2007.9.30 2006.12.31 USD RMB RMB Current liabilities Short-term loan 4,659,956 35,000,000 32,000,000 Current instalment of long-term loan 465,996 3,500,000 3,500,000 Trade accounts payable 5,033,974 37,809,168 36,742,492 Billings in excess of costs and estimated earnings on uncompleted contracts 33,402 250,877 978,248 Employee and payroll accruals 1,243,573 9,340,228 2,671,365 Dividends payable to owners 3,498,084 26,273,407 38,000,000 Income taxes payable 745,187 5,596,952 4,240,717 Due to related parties 120,886 907,948 907,948 Other current liabilities 4,814,233 36,158,745 22,177,691

Total current liabilities 20,615,291 154,837,325 141,218,461 Deferred income taxes 609,947 4,581,192 5,292,707 Other long term liabilities 102,519 770,000 --

Total liabilities 21,327,757 160,188,517 146,511,168

Minority interests 320,300 2,405,708 --

Owners' equity Preferred stock, $0.0001 par value, authorised 2,000,000 shares and none issued; Common stock, $0.0001 par value, authorised 60,000,000 shares; 9,528,320 shares and none Issued and outstanding as of December 31, 2006 and both of December 31, 2005 and 2004 2,663,667 20,006,274 20,001,229 Additional paid-in capital 52,926,205 397,518,137 176,450,960 Reserves 2,527,713 18,985,144 18,985,144 Retained earnings 8,762,196 65,811,099 27,331,325 Accumulated other comprehensive loss (192,328) (1,444,531) (139,200)

Total owners' equity 66,687,453 500,876,123 242,629,458

Total liabilities and owners' equity 88,335,510 663,470,348 389,140,626

YUCHENG TECHNOLOGIES LIMITED AND SUBSIDIARIES Unaudited Consolidated Statements of Income Three months ended Sep 30, 2007 and 2006

2007 Q3 2007 Q3 2006 Q3 USD RMB RMB

Revenues: IT solutions and services 9,071,798 68,136,457 30,855,582 System integration 5,909,407 44,384,377 67,571,492 Total revenues 14,981,205 112,520,834 98,427,074

Cost of revenues (9,145,305) (68,688,554) (71,186,193)

Gross profit 5,835,900 43,832,280 27,240,881

Operating expenses: Research and development (612,039) (4,596,901) (1,285,449) Selling and marketing (910,680) (6,839,938) (4,557,920) General and administrative (1,417,584) (10,647,190) (4,303,163) Subsidies and value-added tax Refunds 52,618 395,203 148,675

Total operating expenses (2,887,685) (21,688,826) (9,997,857)

Other income (expenses): Interest income 67,666 508,227 3,106 Interest expense (85,918) (645,313) (293,346) Equity in loss of affiliates -- -- (18,343) Other income (expense), net 17,628 132,398 (30,103) Income before income taxes 2,947,591 22,138,766 16,904,338 Minority interests (80,155) (602,022) -- Income tax expense 4,643 34,871 (1,867,415) Amortization for intangible assets (305,314) (2,293,155) --

Net income 2,566,765 19,278,460 15,036,923

For further information, please contact:

In the U.S.A.

Mr. Jim Preissler Advisor, Investor Relations Tel: +1-646-383-4832 Email:

In Beijing, China Ms. Wei Peng Investor Relations Tel: +86-10-6442-0533 Email:

DATASOURCE: Yucheng Technologies Limited

CONTACT: Mr. Jim Preissler, Advisor in Investor Relations for Yucheng

Technologies Limited, +1-646-383-4832, or ; Ms. Wei

Peng, Investor Relations for Yucheng Technologies Limited, +86-10-6442-0533,

or

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