[HARTALEGA HOLDINGS BHD,Plant 5的投产将于2018年7月开始]
截至今年年初至上年同期为止,贺特佳今年迄今的销售收入较去年同期增加5亿8,370万令吉或32.0%至24亿560万令吉(上一年是RM18.219亿)。销售额增长32.5%,与贺特佳产能持续扩张及丁腈手套需求增加一致。税前利润增加了1.778亿令吉或51.0%。由于销售需求增加,额外产能和净汇兑收益达到4140万令吉,除税前利润的改善与销售额增加带动销售收入增加一致。
本季度,贺特佳营收增长了1370万令吉或2.3%,销售营收达到6.168亿令吉,而上一季度达到6.031亿令吉。这是由于客户需求增加,销售量增长3.7%。
前景:
随着丁腈手套转向需求增加,橡胶手套制造业的前景依然强劲。丁腈手套目前占马来西亚橡胶手套出口量的60%。为了满足不断增长的需求,贺特佳 NGC已经运作了Plant 4的所有12条生产线。Plant 5的投产将于2018年7月开始,随后将建设Plant 6。Plant 5和Plant 6每年的装机容量将达到47亿个。 贺特佳也确认了计划建立一座新工厂 - Plant 7,该工厂将针对小订单量身定做,并专注于特种产品。Plant 7的年装机容量为26亿个。 NGC对贺特佳销售收入贡献的增加将有助于巩固利润率进一步为贺特佳收入贡献。 贺特佳将于2018年5月31日在欧洲推出抗菌手套(AMG)和正致力于确保联邦药物管理局(FDA)批准进入美国市场。抗微生物手套的价格将具有竞争力,以鼓励更多的使用。
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James Ng
For the year-to-date versus the corresponding year-to-date of the previous financial year, the Group’s year-to-date sales revenue increased by RM583.7 million or 32.0% to RM2,405.6 million as compared to the corresponding year-to-date in preceding year of RM1,821.9 million. The increase is due to higher sales volume of 32.5%, in line with the Group's continuous expansion in production capacity and growing demand for nitrile gloves. Profit before tax increased by RM177.8 million or 51.0%. The improvement in profit before tax is consistent with higher sales revenue, driven by increase in sales volume, as a result of higher sales demand, additional production capacity and net foreign exchange gain of RM 41.4 million.
For the current quarter, the Group’s revenue grew by RM13.7 million or 2.3%, with higher sales revenue of RM616.8 million attained as compared with RM603.1m in preceding quarter. The improved results was in line with increase in sales volume by 3.7% due to higher demand from customers.
Prospects:
Prospects for the rubber glove manufacturing sector remain strong with increasing demand arising from switching trends towards nitrile glove. Nitrile glove now accounts for 60% of Malaysian rubber glove export. In meeting the rising demand, Hartalega NGC has commissioned all the 12 production lines in Plant 4. The commissioning of Plant 5 will commence from July 2018 with construction of Plant 6 to follow. Plant 5 and Plant 6 will each have annual installed capacity of 4.7 billion pieces. Hartalega has also confirmed plans to set up a new plant – Plant 7, which will tailor to small orders and focus more on specialty products. Plant 7 will have an annual installed capacity of 2.6 billion pieces. The increasing contribution of NGC to Group sales revenues would help to consolidate margins and contribute further to Group earnings. Hartalega will be launching its antimicrobial gloves (AMG) in Europe on 31st May 2018 and is working on securing Federal Drug Administration (FDA) approval to enter the US market. The anti-microbial gloves will be priced competitively to encourage better take up.
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James Ng
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