Interim consolidated financial statements of the Repower Group

Notes to the interim consolidated financial statements

1 Information on the company

Repower AG, Brusio, is a stock company with its registered offices in Switzerland. Repower is a vertically integrated group operating in the generation, management, trading, sales, transmission and distribution of electricity in Switzerland and abroad. The company also trades and sells gas, emission certificates and certificates of origin in selected European markets.

2 Principles of consolidation

PRINCIPLES

The unaudited interim consolidated financial statements of the Repower Group as at 30 June 2017 have been prepared in accordance with International Accounting Standard (IAS) 34 Interim Financial Reporting. The interim consolidated financial statements do not include all the information disclosed in the consolidated annual financial statements, and should therefore be read in conjunction with the consolidated annual financial statements for the period to 31 December 2016.

The following exchange rates were used for the most important foreign currency:

 

 

Closing exchange rate

Average exchange rate

Currency

Unit

30.06.2017

1.1.-30.06.2017

 

 

 

 

EUR

1

1,09300

1,0765

Unrealised gains and losses on transactions resulting from exchange rate fluctuations between group companies are recognised in the consolidated cash flow statement under other income and expenses not affecting cash.

Accounting and valuation principles

The accounting and valuation methods used in these interim consolidated financial statements correspond to the methods applied in the consolidated annual financial statements for the period to 31 December 2016. New or revised accounting and valuation principles have no significant impact on Repowerʼs financial reporting for the six-month period just passed.

3 Changes in consolidations

Changes in the ownership interests without loss of control

In the first half of 2017 Repower sold another 6 per cent of its interest in Repartner Produktions AG to the related party Elektrizitätswerke des Kantons Zürich (EKZ). The net cash inflow for the sale of the interest and the shareholderʼs loans granted to date come to TCHF 8,996 and TCHF 6,504 respectively. The disposal of the loans generated financial income of TCHF 466. The net cash inflow of TCHF 8,996 is offset against minority interests of TCHF 6,705. The difference of TCHF 2,291 was allocated to the majority shareholderʼs capital.

Consequences of the loss of subsidiary control

In the first six months the companies Elbe Beteiligungs AG in Liquidation, Repower Trading Ceská republika s.r.o. v likvidaci, Repower Hrvatska d.o.o. u likvidaciji and S.C. Repower Vanzari Romania S.R.L. were wound up. Cumulative translation gains and losses amounting to TCHF 659 and TCHF 98 respectively were reclassified in other segments and activities. The impact on income is shown under other operating income and other operating expenses.

4 Impairment losses and gains on non-current assets

The first half of 2017 saw neither impairment losses nor gains.

In the equivalent prior-year period impairment losses on tangible assets of TCHF 17,459 were disclosed.

5 Cash and cash equivalents for the cash flow statement

 

30.06.2017

30.06.2016

CHF thousands

 

 

 

 

 

Cash and cash equivalents

327,335

413,139

Cash and cash equivalents held for sale

-

2,443

Total

327,335

415,582

6 Additional disclosures on financial instruments and positions measured at fair value

 

30.06.2017

31.12.2016

 

Carrying amount

Carrying amount

CHF thousands

 

 

 

 

 

Assets

 

 

 

 

 

 

 

 

Forward foreign currency contracts

227

2,160

Energy trading transactions

80,809

147,772

Held for trading

81,036

149,932

 

 

 

Derivative financial instruments

81,036

149,932

 

 

 

Active loans

5,192

3,934

Fixed term deposits (4-12 months)

120,000

35,000

Receivables

298,426

344,465

Trade accounts receivables

269,741

313,852

Other receivables

28,685

30,613

Prepaid expenses and accrued income

26

39

Cash and cash equivalents

327,335

298,420

Loans and receivables

750,979

681,858

 

 

 

Shares, bonds, other securities

125

125

Held for trading

125

125

 

 

 

Other financial assets

3,384

3,388

Available for sale

3,384

3,388

 

 

 

Non-derivative financial instruments

754,488

685,371

 

 

 

Total

835,524

835,303

 

30.06.2017

31.12.2016

 

Carrying amount

Carrying amount

CHF thousands

 

 

 

 

 

Liabilities

 

 

 

 

 

Forward foreign currency contracts

2,942

308

Energy trading transactions

74,381

141,941

Interest rate swaps

13,207

19,736

Held for trading

90,530

161,985

 

 

 

Derivative financial instruments

90,530

161,985

 

 

 

Received loans

333,254

273,980

Current financial liabilities

29,037

19,482

Liabilities for financial leasing

64

74

Other current liabilities

309,357

361,216

Trade accounts payable

294,469

346,003

Other liabilities

14,888

15,213

Accrued expenses

14,309

11,867

Other financial liabilities

686,021

666,619

 

 

 

Non-derivative financial instruments

686,021

666,619

 

 

 

Total

776,551

828,604

Reconciliation 30.06.2017 carrying value (assets)

 

Securities and other financial instruments

Receivables

Positive replacement values HfT positions

Other financial assets

Prepaid expenses and accrued income

Cash and cash equivalents

CHF thousands

 

 

 

 

 

 

 

 

 

 

 

 

 

Derivative financial instruments

 

 

 

 

 

 

Held for trading

 

 

 

 

 

 

Forward foreign currency contracts

227

 

 

 

 

 

Energy trading transactions

 

 

80,809

 

 

 

 

 

 

 

 

 

 

Non-derivative financial instruments

 

 

 

 

 

 

Loans and receivables

 

 

 

 

 

 

Active loans

 

 

 

5,192

 

 

Fixed term deposits (4-12 months)

120,000

 

 

 

 

 

Receivables

 

298,426

 

 

 

 

Prepaid expenses and accrued income

 

 

 

 

26

 

Cash and cash equivalents

 

 

 

 

 

327,335

Held for trading

 

 

 

 

 

 

Shares, bonds, other securities

125

 

 

 

 

 

Available for sale

 

 

 

 

 

 

Other financial assets

 

 

 

3,384

 

 

Total

120,352

298,426

80,809

8,576

26

327,335

 

 

 

 

 

 

 

Non-financial instruments

 

9,485

 

 

3,797

 

Balance sheet amount

120,352

307,911

80,809

8,576

3,823

327,335

Reconciliation 31.12.2016 carrying value (assets)

 

Securities and other financial instruments

Receivables

Positive replacement values HfT positions

Other financial assets

Prepaid expenses and accrued income

Cash and cash equivalents

CHF thousands

 

 

 

 

 

 

 

 

 

 

 

 

 

Derivative financial instruments

 

 

 

 

 

 

Held for trading

 

 

 

 

 

 

Forward foreign currency contracts

2,160

 

 

 

 

 

Energy trading transactions

 

 

147,772

 

 

 

 

 

 

 

 

 

 

Non-derivative financial instruments

 

 

 

 

 

 

Loans and receivables

 

 

 

 

 

 

Active loans

 

 

 

3,934

 

 

Fixed term deposits (4-12 months)

35,000

 

 

 

 

 

Receivables

 

344,465

 

 

 

 

Prepaid expenses and accrued income

 

 

 

 

39

 

Cash and cash equivalents

 

 

 

 

 

298,420

Held for trading

 

 

 

 

 

 

Shares, bonds, other securities

125

 

 

 

 

 

Available for sale

 

 

 

 

 

 

Other financial assets

 

 

 

3,388

 

 

Total

37,285

344,465

147,772

7,322

39

298,420

 

 

 

 

 

 

 

Non-financial instruments

 

8,730

 

 

2,122

 

Balance sheet amount

37,285

353,195

147,772

7,322

2,161

298,420

Reconciliation 30.06.2017 carrying value (liabilities)

 

Non-current financial liabilities

Current financial liabilities

Negative replacement values HfT positions

Other current liabilities

Deferred income and accrued expenses

CHF thousands

 

 

 

 

 

 

 

 

 

 

 

Derivative financial instruments

 

 

 

 

 

Held for trading

 

 

 

 

 

Forward foreign currency contracts

 

2,942

 

 

 

Energy trading transactions

 

 

74,381

 

 

Interest rate swaps

13,207

 

 

 

 

 

 

 

 

 

 

Non-derivative financial instruments

 

 

 

 

 

Other financial liabilities

 

 

 

 

 

Received loans

333,254

 

 

 

 

Current financial liabilities

 

29,037

 

 

 

Liabilities for financial leasing

43

21

 

 

 

Other current liabilities

 

 

 

309,357

 

Accrued expenses

 

 

 

 

14,309

Total

346,504

32,000

74,381

309,357

14,309

 

 

 

 

 

 

Non-financial instruments

 

 

 

3,598

2,959

Balance sheet amount

346,504

32,000

74,381

312,955

17,268

Reconciliation 31.12.2016 carrying value (liabilities)

 

Non-current financial liabilities

Current financial liabilities

Negative replacement values HfT positions

Other current liabilities

Deferred income and accrued expenses

CHF thousands

 

 

 

 

 

 

 

 

 

 

 

Derivative financial instruments

 

 

 

 

 

Held for trading

 

 

 

 

 

Forward foreign currency contracts

 

308

 

 

 

Energy trading transactions

 

 

141,941

 

 

Interest rate swaps

19,736

 

 

 

 

 

 

 

 

 

 

Non-derivative financial instruments

 

 

 

 

 

Other financial liabilities

 

 

 

 

 

Received loans

273,980

 

 

 

 

Current financial liabilities

 

19,482

 

 

 

Liabilities for financial leasing

53

21

 

 

 

Other current liabilities

 

 

 

361,216

 

Accrued expenses

 

 

 

 

11,867

Total

293,769

19,811

141,941

361,216

11,867

 

 

 

 

 

 

Non-financial instruments

 

 

 

1,505

5,910

Balance sheet amount

293,769

19,811

141,941

362,721

17,777

The carrying amount of each financial instrument represents a reasonable estimate for the fair value, with the exception of the following positions:

 

30.06.2017

30.06.2017

31.12.2016

31.12.2016

 

Carrying amount

Fair value

Carrying amount

Fair value

CHF thousands

 

 

 

 

 

 

 

 

 

Received loans (incl. long term leasing)

333,297

370,177

274,033

309,193

Measurement hierarchy

Measurements at fair value in the balance sheet are classified using a three-level hierarchy based on the type and quality of the fair values (market prices). The following levels exist:

Level 1: Publicly quoted market prices for the respective financial instrument (e.g. stock market prices)

Level 2: Market prices that are not generally accessible and possibly derived from prices for similar financial instruments or underlying goods

Level 3: Prices that are not based on market data

Fair value hierarchy

Recurring measurement of assets

 

30.06.2017

Level 1

Level 2

Level 3

CHF thousands

 

 

 

 

 

 

 

 

 

Forward foreign currency contracts

227

 

227

 

Energy trading transactions

80,809

 

80,809

 

Derivative financial instruments

81,036

-

81,036

-

 

 

 

 

 

Shares, bonds, other securities

125

 

125

 

Non-derivative financial instruments

125

-

125

-

Recurring measurement of liabilities

 

30.06.2017

Level 1

Level 2

Level 3

CHF thousands

 

 

 

 

 

 

 

 

 

Forward foreign currency contracts

2,942

 

2,942

 

Energy trading transactions

74,381

 

74,381

 

Interest rate swaps

13,207

 

13,207

 

Derivative financial instruments

90,530

-

90,530

-

 

 

 

 

 

Received loans (incl. long term leasing)

370,177

 

370,177

 

Financial instruments that are not measured at fair value

370,177

-

370,177

-

Recurring measurement of assets

 

31.12.2016

Level 1

Level 2

Level 3

CHF thousands

 

 

 

 

 

 

 

 

 

Forward foreign currency contracts

2,160

-

2,160

-

Energy trading transactions

147,772

-

147,772

-

Derivative financial instruments

149,932

-

149,932

-

 

 

 

 

 

Shares, bonds, other securities

125

-

125

-

Non-derivative financial instruments

125

-

125

-

Recurring measurement of liabilities

 

31.12.2016

Level 1

Level 2

Level 3

CHF thousands

 

 

 

 

 

 

 

 

 

Forward foreign currency contracts

308

-

308

-

Energy trading transactions

141,941

-

141,941

-

Interest rate swaps

19,736

-

19,736

-

Derivative financial instruments

161,985

-

161,985

-

 

 

 

 

 

Received loans (incl. long term leasing)

309,193

-

309,193

-

Financial instruments that are not measured at fair value

309,193

-

309,193

-

There is currently no incident-related measurement at fair value of assets and debts after their first-time use.

In the Repower Group, transfers of positions measured at fair value to and from a level generally take place at the end of the period. There were no transfers between levels in the first half of 2017. There were no changes in the measurement methods nor were items measured at fair value shifted within the individual categories.

Basic measurement methods and assumptions

Fair values are determined by applying standard market measurement methods taking into account the market data available on the measurement date. The measurement methods and assumptions used to calculate fair values are as follows:

The price curves of the last trading day for the various products and maturities on stock exchanges or with brokers are incorporated into the measurement of the energy trading transactions (positive/negative replacement values of the held-for-trading positions) classified as Level 2. The replacement value is the difference in price compared to the closing price.

Observable currency curves of active markets are incorporated into the fair value measurement of forward exchange transactions. Interest rate differences between individual currencies are taken into account when determining the fair value.

Observable yield curves of active markets are incorporated into the fair value measurement of interest rate swaps.

A present value calculation is used to determine the fair value of the non-current credits. Observable capital market rates on active markets are used as input parameters and increased by Repowerʼs observable credit risk. Credits in euros are converted to Swiss francs at the closing rate.

7 Assets and liabilities held for sale

Tangible assets with a carrying value of TCHF 8,321 held for sale at 31 December 2016 relate to the Morteratsch hydropower plant in the Market Switzerland segment.

In the first half of 2017, the Morteratsch hydropower plant was sold to the joint venture Kraftwerk Morteratsch AG. Gains on disposal of TCHF 501 were disclosed under other operating income in the Market Switzerland segment.

8 Segment reporting

 

Market Switzerland

Market Italy

Other segments and activities and consolidation

Group

CHF thousands

 

 

 

 

 

 

 

 

 

1.1.-30.06.2017

 

 

 

 

 

 

 

 

 

Net sales from energy sales - third parties

276,518

583,002

-

859,520

Net sales from energy sales between segments

15,944

15,266

–31,210

-

Income from held for trading positions - third parties

8,535

19,455

-

27,990

Income from held for trading positions between segments

–5,171

5,181

–10

-

Net sales

295,826

622,904

–31,220

887,510

 

 

 

 

 

Income before interest and taxes (EBIT)

–2,109

23,086

–679

20,298

 

 

 

 

 

Financial income

 

 

 

4,921

Financial expenses

 

 

 

–13,381

Share of results of associates

 

 

 

–1,687

Income before taxes

 

 

 

10,151

On 30 June 2017 the non-current assets are allocated to the segments as follows:

 

Market Switzerland

Market Italy

Other segments and activities and consolidation

Group

CHF thousands

 

 

 

 

 

 

 

 

 

1.1.-30.06.2017

 

 

 

 

 

 

 

 

 

Tangible assets

584,357

139,585

21,493

745,435

Intangible assets

2,647

4,322

587

7,556

Investments in associates and partner plants

17,360

3,487

-

20,847

Total non-current assets

604,364

147,394

22,080

773,838

 

Market Switzerland

Market Italy

Other segments and activities and consolidation

Group

CHF thousands

 

 

 

 

 

 

 

 

 

1.1.-30.06.2016

 

 

 

 

 

 

 

 

 

Net sales from energy sales - third parties

233,666

572,185

65,843

871,694

Net sales from energy sales between segments

30,928

12,532

–43,460

-

Income from held for trading positions - third parties

1,211

–22,411

–10

–21,210

Income from held for trading positions between segments

–1,948

1,953

–5

-

Net sales

263,857

564,259

22,368

850,484

 

 

 

 

 

Income before interest and taxes (EBIT)

12,799

28,144

4,522

45,465

 

 

 

 

 

Financial income

 

 

 

2,824

Financial expenses

 

 

 

–19,860

Share of results of associates

 

 

 

–1,676

Income before taxes

 

 

 

26,753

9 Additional disclosures

Repower placed two green bonds (Schuldscheindarlehen), issue date 23 January 2017, totalling TCHF 53,635 (TEUR 50,000), with terms of 7 and 8 years respectively.

The shareholders have granted Repartner Produktions AG a loan as part of a plant-based energy supply agreement involving the supply of around 240 GWh per year, starting 1 January 2017, from the electricity generated by the Klosters, Schlappin and Küblis plants. TCHF 51,600 flowed to Repower from a consolidated point of view. The terms of the loan stipulate repayment on a straight-line basis over 69 years at a nominal interest rate of 0.25 per cent. The fair value (present value of expected future cash flows) of the loan is TCHF 33,601. The interest rate advantage, amounting to TCHF 17,999, was classified as a hidden contribution which was taken into account as a capital increase in non-controlling interests.

Profits from the sale/liquidation of group companies comprise proceeds of TCHF 10,056 from the sale of Morteratsch power plant to Kraftwerk Morteratsch AG and a payment on account of TCHF 4,612 received on an adjustment in the purchase price for Repowerʼs high-voltage grid, which was transferred to Swissgrid in 2013. The payment on account received was classified as a liability.

Acquisitions of tangible and intangible assets totalled TCHF 8,322 in the first half of 2017. These mainly relate to investments in various grid installations, power plants, hardware and software.

10 Contingent liabilities and warranty liabilities

The Repower Group is involved in various legal disputes arising from its day-to-day business operations. However, as things stand at present these are not expected to give rise to any significant risks and costs for the group. The Executive Board has made the requisite provisions based on currently available information and estimates. There are no other contingent liabilities or guarantees.

11 Estimation uncertainty

Management makes estimates and assumptions in line with IFRS accounting rules that affect the assets, liabilities, income and expenses of the reported figures and how they are presented. The actual values may deviate from the estimated values.

12 Events occurring after the balance sheet date

The interim consolidated financial statements were approved by the Board of Directors on 21 August 2017.

Since 30 June 2017 there have been no other events which require disclosure.