Ilkka-Yhtymä Oyj's Interim Report for Q3/2013

Ilkka-Yhtymä Oyj      Interim Report 4 November 2013, at 3:00pm

ILKKA-YHTYMÄ OYJ'S INTERIM REPORT FOR Q3/2013

JANUARY-SEPTEMBER 2013
- Net sales: EUR 33.2 million (EUR 34.3 million), down 3.2%
- Operating profit from the Group's own operations, excluding Alma Media
Corporation and the other associated companies, amounted to EUR 4.2 million
(EUR 4.3 million), down 3.3% 
- Operating margin of the Group's own operations, excluding Alma Media
Corporation and the other associated companies, was 12.5 (12.6). 
- The holding in the associated company Alma Media Corporation was written down
by EUR 27 million. The write-down has no impact on cash flow. 
- Reported operating loss was EUR 17.9 million (operating profit EUR 9.7
million for January-September 2012) and reported operating margin -54 (28.3). 
- Consolidated earnings per share including earnings of the associated
companies and excluding the write-down EUR 0.32 (EUR 0.28) 
- Reported earnings per share EUR -0.73 (EUR 0.28)
- Equity ratio (43.2%) remained good (55.9% Q3/2012)

JULY-SEPTEMBER 2013
- Net sales: EUR 10.6 million (EUR 10.8 million), down 1.6%
- Operating profit from the Group's own operations, excluding Alma Media
Corporation and the other associated companies, amounted to EUR 1.8 million
(EUR 1.4 million), up 25.6% 
- Operating margin of the Group's own operations, excluding Alma Media
Corporation and the other associated companies, was 16.6 (13.0). 
- Following the EUR 27 million non-recurring write-down on the holding in the
associated company Alma Media Corporation, the Group's reported operating loss
was EUR 24 million (operating profit EUR 3.8 million for July-September 2012)
and reported operating margin -226.3 (34.8). 
- Consolidated earnings per share including earnings of the associated
companies and excluding the write-down EUR 0.09 (EUR 0.11) 
- Reported earnings per share EUR -0.96 (EUR 0.11)

BUSINESS ENVIRONMENT

According to the Economic Survey of the Ministry of Finance released on 16
September 2013, Finnish GDP will contract by 0.5% in 2013 and begin to grow in
2014. 

In media monitored by TNS Ad Intelligence, advertising decreased by 4.8% in
September and 9.2% in January-September compared to the corresponding period
last year. In January-September, advertising in traditional newspapers fell by
16.2%. 

NET SALES AND PROFIT PERFORMANCE

The Group's consolidated net sales for January-September showed a 3.2% decline
compared to the corresponding period of the previous year. Net sales came to
EUR 33.2 million (EUR 34.3 million). External net sales from the publishing
business fell by 6.0%. Advertising revenues fell by 10.6% and circulation
revenues fell by 1.2%. The decline in the net sales of the publishing business
was caused by the weakening of the advertising market due to the economic
conditions and competition. External net sales from the printing business
increased by 16.5%. Circulation income accounted for 44% of consolidated net
sales, while advertising income and printing income represented 41% and 15%,
respectively. 

For Q3, net sales decreased by 1.6% and totalled EUR 10.6 million (EUR 10.8
million). External net sales from the publishing business fell by 3.6%.
Advertising revenues fell by 4.8%, and circulation revenues fell by 3.0%.
External net sales from the printing business increased by 14.7%. Circulation
income accounted for 46% of consolidated net sales in July-September, while
advertising income and printing income represented 41% and 13%, respectively. 

Other operating income in January-September totalled EUR 0.3 million (EUR 0.3
million) and in July-September EUR 0.1 million (EUR 0.1 million). 

Operating expenses for January-September amounted to EUR 29.3 million (EUR 30.3
million), down by 3.3% year on year. For July-September, operating expenses
amounted to EUR 9.0 million (EUR 9.5 million), down 5.7%. For
January-September, expenses arising from materials and services increased by
2.8%. Personnel expenses decreased by 3.6%. In cooperation with employees,
voluntary cost savings measures were agreed in May 2013, corresponding to
approximately one week of holiday pay leave in 2013. Other operating costs
decreased by 3.3%. Depreciation contracted by 30.4%. 

The share of the associated companies' result for January-September was EUR
-22.1 million following the write-down (EUR 5.4 million in January-September
2012). A EUR 27 million write-down has been recorded on the holding in the
associated company Alma Media Corporation as a result of an impairment test.
The write-down has no impact on cash flow. 

For January-September, operating profit from the Group's own operations,
excluding Alma Media Corporation and the other associated companies, amounted
to EUR 4.2 million (EUR 4.3 million), representing 12.5% (12.6%) of net sales.
Consolidated operating profit including earnings of the associated companies
and excluding the EUR 27 million write-down was EUR 9.1 million (EUR 9.7
million). Reported operating loss was EUR 17.9 million (operating profit EUR
9.7 million in January-September 2012). Reported operating margin was -54
(28.3). Operating profit from publishing fell by EUR 0.4 million, and operating
profit from printing grew by EUR 0.2 million. 

For July-September, the share of the associated companies' result was EUR -25.8
million following the write-down (EUR 2.4 million in July-September 2012). For
July-September, operating profit from the Group's own operations, excluding
Alma Media Corporation and the other associated companies, amounted to EUR 1.8
million (EUR 1.4 million), representing 16.6% (13.0%) of net sales.
Consolidated operating profit including earnings of the associated companies
and excluding the EUR 27 million write-down was EUR 3.0 million (EUR 3.8
million). Reported operating loss was EUR 24 million (operating profit EUR 3.8
million in July-September 2012). Reported operating margin was -226.3 (34.8).
For the third quarter, operating profit from publishing grew by EUR 0.2
million, and operating profit from printing grew by EUR 0.05 million. 

Net financial income for January-September amounted to EUR 0.04 million (net
financial expenses in the corresponding period of the previous year EUR 2.1
million). Net gain/loss on shares held for trading was EUR 0.1 million (EUR
-0.2 million). Interest expenses excluding the fair value change in derivatives
hedging them totalled EUR 1.3 million (EUR 1.7 million). In order to hedge
against interest rate risk, in 2010 the company transformed some of its
floating-rate liabilities into fixed-rate liabilities, by means of interest
rate swaps. Given that the Group does not apply hedge accounting, unrealised
changes in the market value of the interest rate swaps are recognised through
profit or loss. In January-September 2013, the market value of these interest
rate swaps grew by EUR 0.7 million (in January-September 2012, the market value
fell by EUR 0.9 million). 

Net financial expenses for July-September amounted to EUR 0.3 million (EUR 0.7
million). Net gain/loss on shares held for trading was EUR 0.1 million (EUR 0.1
million). Interest expenses excluding the fair value change in derivatives
hedging them totalled EUR 0.4 million (EUR 0.5 million). In July-September
2013, the market value of interest rate swaps grew by EUR 0.05 million (in
July-September 2012, the market value fell by EUR 0.2 million). 

Profit before tax for January-September including earnings of the associated
companies and excluding the EUR 27 million write-down was EUR 9.1 million (EUR
7.6 million) and reported loss before tax was EUR 17.9 million (profit before
tax EUR 7.6 million for January-September 2012). Direct taxes amounted to EUR
0.9 million (EUR 0.4 million). Consolidated profit for the period including
earnings of the associated companies and excluding the write-down was EUR 8.2
million (EUR 7.2 million) and reported loss was EUR 18.8 million (profit EUR
7.2 million for January-September 2012). Q3 profit including earnings of the
associated companies and excluding the write-down was EUR 2.3 million (EUR 2.9
million) and reported loss was EUR 24.7 million (profit EUR 2.9 million for
July-September 2012). 

BALANCE SHEET AND FINANCING

The consolidated balance sheet total came to EUR 138.4 million (EUR 185.9
million), with EUR 57.9 million (EUR 101.5 million) of equity. A EUR 27 million
write-down has been recorded on the holding in the associated company Alma
Media Corporation as a result of an impairment test. The write-down has no
impact on cash flow. On the reporting date of 30 September 2013, the balance
sheet value of the holding in the associated company, Alma Media Corporation,
was EUR 103.5 million following the write-down and the market value of the
shares was EUR 71.3 million. 

Interest-bearing liabilities totalled EUR 68.1 million (EUR 71.3 million). The
equity ratio was 43.2 per cent (55.9%), and shareholders' equity per share was
EUR 2.25 (EUR 3.96). The increase in financial assets for January-September
totalled EUR 1.2 million (in January-September 2012, the decrease in financial
assets EUR 8.5 million), with liquid assets at the end of the period totalling
EUR 3.4 million (Q3/2012: EUR 2.4 million). 

Cash flow from operations for the period came to EUR 8.1 million (EUR 7.0
million). This includes EUR 5.9 million (EUR -2.0 million) from the Group's own
operations as well as EUR 2.2 million (EUR 9.0 million) of dividend income from
Alma Media Corporation. Due to VAT changes, 2012 subscription fees for the
Group's provincial newspapers were exceptionally invoiced in the amount of EUR
6.6 million in December 2011. Cash flow from investments totalled EUR -0.7
million (EUR -0.2 million). 

SHARE PERFORMANCE

The Series I shares of Ilkka-Yhtymä Oyj were listed on the Helsinki Stock
Exchange in 1981 and have remained listed ever since. The Series II shares have
been listed since their issue in 1988, and on 10 June 2002 they were
transferred from the I List of the Helsinki Stock Exchange to the Main List. At
present, the Series II shares of Ilkka-Yhtymä Oyj are listed on the NASDAQ OMX
Helsinki List, in the Consumer Services sector, the company's market value
being classified as Mid Cap. The Series I shares are listed on the Pre List. 

In January-September, 39,197 series-I shares of Ilkka-Yhtymä Oyj were traded,
accounting for 0.9 per cent of the total number of series-I shares. The total
value of the shares traded was EUR 0.2 million. In total, 1,365,917 series-II
shares were traded, corresponding to 6.4 per cent of the total number of series
II shares. The total value of the shares traded was EUR 4.9 million. The lowest
price at which series-I shares of Ilkka-Yhtymä Oyj were traded during the
period under review was EUR 4.36, and the highest per-share price was EUR 7.95.
The lowest price at which series-II shares were traded was EUR 2.76 and the
highest EUR 5.19. The market value of the share capital at the closing rate for
the reporting period was EUR 92.3 million. 

RISKS AND RISK MANAGEMENT

In the current economic climate, major uncertainties are associated with the
predictability of both net sales and operating profit. Ilkka-Yhtymä's most
significant short-term risks are related to the development of media
advertising, in particular, as well as circulation and printing volumes, which
affect the industry in general. Other risks associated with the Group's own
operations and its holding in associated company Alma Media Corporation are
described in more detail in the Annual Report 2012. 

The Group's major financial risks include credit risk of the Group's operative
business, the risk associated with the price of shares held for trading,
liquidity risk and the risk of changes in market interest rates applied to the
loan portfolio. In order to hedge against interest rate risk, on 21 December
2010 the company transformed some of its floating-rate liabilities to a fixed
rate, by means of interest rate swaps. Given that the Group does not apply
hedge accounting, changes in the market value of the interest rate swap are
recognised through profit and loss. Other financial risks are discussed in more
detail in the 2012 Annual Report. 


CORPORATE GOVERNANCE AND THE ANNUAL GENERAL MEETING

On 18 April 2013, the Annual General Meeting (AGM) of Ilkka-Yhtymä Oyj approved
the financial statements, discharged the members of the Supervisory Board and
the Board of Directors and the Managing Director from liability and decided
that a per-share dividend of EUR 0.15 be paid for the year 2012. 

The number of members on the Supervisory Board for 2013 was confirmed to be 25.
Of the Supervisory Board members whose term had come to an end, the following
were re-elected for the term ending in 2017: Markku Akonniemi (Töysä), Juhani
Hautamäki (Ylivieska), Heikki Järvi-Laturi (Teuva), Petri Latva-Rasku (Tampere)
ja Marja Vettenranta (Laihia). The employee representatives Terhi Ekola (Vaasa)
and Niina Vuolio (Seinäjoki) were elected as new members of the Supervisory
Board. 

At the Annual General Meeting it was decided to maintain the payments made to
the Chairman of the Supervisory Board and the board members at their current
level: the Chairman will receive a retainer of EUR 1,500 per month and a fee of
EUR 400 per meeting, and the board members will be paid a fee of EUR 400 per
meeting attended. The board members' travel expenses are reimbursed in
accordance with the current maximum level specified by the tax authorities. 

Ernst & Young Oy, Authorised Public Accountants, was elected as the auditor,
with Authorised Public Accountant, M.Sc.(Econ.) Harri Pärssinen as the
principal auditor. It was decided that the auditors would be reimbursed per the
invoice. 

The AGM authorised the Board of Directors to decide upon a donation to be put
toward charitable causes or similar, totalling, at maximum, EUR 50,000, as well
as to decide upon the recipients, purposes of use, schedules and other terms of
these donations. 

On 6 May 2013, the Supervisory Board re-elected Sari Mutka, whose term had come
to an end, to the Board of Directors of Ilkka-Yhtymä Oyj. Lasse Hautala will
continue as chairman of the Supervisory Board, while Perttu Rinta will continue
as vice-chairman. At its membership meeting, the Board of Directors re-elected
Seppo Paatelainen as its chairman, while Timo Aukia will continue as
vice-chairman. 


OUTLOOK FOR 2013

In the current economic climate, forecasting net sales in the media sector and,
in particular, media advertising spending involves major uncertainties. Due to
consumer caution, VAT on circulation revenues and media competition,
newspapers' circulation revenues will decrease in 2013. Printing business
volumes have declined permanently in Finland and the prospects for growth in
the sector are weak. 

Advertising in Finland has been weaker than expected, particularly in the first
quarter. 

The net sales of Ilkka-Yhtymä Group are estimated to decline slightly from the
2012 level. 

Group operating profit from Ilkka-Yhtymä's own operations, and operating profit
as a percentage of net sales, excluding the share of Alma Media's and other
associated companies' results, are expected to decline from the 2012 level. In
addition, the year's results will depend on interest-rate trends, the price
performance of securities investments, and changes in the value of the
associated companies. 

The associated company Alma Media Corporation (Group ownership 29.79%) will
have a significant impact on Group operating profit and profit. 


SUMMARY OF FINANCIAL STATEMENTS AND NOTES

DRAFTING PRINCIPLES

Ilkka-Yhtymä Group's interim report has been prepared in compliance with the
recognition and measurement principles of IFRS, but not in compliance with all
IAS 34 requirements. 

The interim report has been prepared according to the same principles as the
2012 financial statements. New or revised IFRS standards and IFRIC
interpretations that become effective in 2013 have also been complied with, as
specified in the 2012 financial statements. These changes have not affected the
reported figures. The principles and formulae for the calculation of the
indicators, presented on page 61 of the 2012 annual report, remain unchanged. 

The figures in the interim report have been presented unaudited.


CONSOLIDATED INCOME STATEMENT



(EUR 1,000)              7-9/    7-9/  Change     1-9/     1-9/  Change    1-12/
                         2013    2012       %     2013     2012       %     2012
NET SALES              10 614  10 785      -2   33 186   34 281      -3   46 158
Change in                   2     -18     112        8        6      35         
 inventories of                                                                 
 finished and                                                                   
 unfinished products                                                            
Other operating           102     133     -24      296      342     -14      437
 income                                                                         
Materials and          -3 460  -3 429       1  -10 823  -10 527       3  -13 980
 services                                                                       
Employee benefits      -3 782  -4 057      -7  -12 746  -13 215      -4  -17 824
Depreciation             -525    -732     -28   -1 559   -2 239     -30   -2 918
Other operating        -1 188  -1 277      -7   -4 200   -4 345      -3   -5 966
 costs                                                                          
Share of associated   -25 784   2 353   -1196  -22 064    5 405    -508  -16 774
 companies' profit                                                              
 *)                                                                             
OPERATING PROFIT/     -24 022   3 757    -739  -17 904    9 708    -284  -10 868
 LOSS                                                                           
Financial income and     -284    -686      59       38   -2 126     102   -2 550
 expenses                                                                       
PROFIT/ LOSS BEFORE   -24 306   3 071    -891  -17 866    7 582    -336  -13 418
 TAX                                                                            
Income tax               -362    -174     108     -893     -384     133     -669
PROFIT/ LOSS FOR THE  -24 668   2 897    -951  -18 759    7 198    -361  -14 087
 PERIOD UNDER REVIEW                                                            
Earnings per share,     -0.96    0.11    -951    -0.73     0.28    -361    -0.55
 undiluted (EUR)**)                                                             
The undiluted share    25 665  25 665           25 665   25 665           25 665
 average (to the                                                                
 nearest                                                                        
 thousand)**)                                                                   




*) Includes non-recurring write-down on the holding in the associated company
Alma Media Corporation, 1-12/2012: EUR 22 million, 1-9/2013: EUR 27 million. 

**) There are no factor diluting the figure.

CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME




(EUR 1,000)                  7-9/   7-9/  Chang     1-9/   1-9/  Change    1-12/                2013   2012      e     2013   2012       %     2012
                                              %                                 
PROFIT/ LOSS FOR THE      -24 668  2 897   -951  -18 759  7 198    -361  -14 087
 PERIOD UNDER REVIEW                                                            
OTHER COMPREHENSIVE                                                             
 INCOME:                                                                        
Items that may be                                                               
 reclassified                                                                   
 subsequently to profit                                                         
 or loss:                                                                       
Available-for-sale                    -1               2     -3     184       -3
 assets                                                                         
Share of associated            48     45      7     -106    172    -162      100
 companies' other                                                               
 comprehensive income                                                           
Income tax related to                                 -1      1    -184        1
 components of other                                                            
 comprehensive income                                                           
Other comprehensive            48     44      9     -105    170    -162       98
 income, net of tax                                                             
TOTAL COMPREHENSIVE       -24 620  2 941   -937  -18 864  7 368    -356  -13 989
 INCOME FOR THE PERIOD                                                          





SEGMENT INFORMATION

GROUP NET SALES




(EUR 1,000)                7-9/    7-9/  Change    1-9/    1-9/  Change    1-12/
                           2013    2012       %    2013    2012       %     2012
Publishing                9 268   9 608    -4 %  28 404  30 167    -6 %   40 528
Printing                  3 078   3 144    -2 %  10 091  10 147    -1 %   13 710
Non-allocated               567     534     6 %   1 701   1 602     6 %    2 139
Net sales between        -2 299  -2 502    -8 %  -7 010  -7 635    -8 %  -10 219
 segments                                                                       
Total                    10 614  10 785    -2 %  33 186  34 281    -3 %   46 158



GROUP OPERATING PROFIT/ LOSS 


(EUR 1,000)              7-9/   7-9/  Change     1-9/   1-9/  Change    1-12/
                         2013   2012       %     2013   2012       %     2012
Publishing              1 263  1 044      21    3 256  3 607     -10    5 046
Printing                  408    358      14    1 254  1 012      24    1 379
Associated companies  -25 784  2 353   -1196  -22 064  5 405    -508  -16 774
Non-allocated              92      2    4305     -349   -316     -10     -519
Total                 -24 022  3 757    -739  -17 904  9 708    -284  -10 868






CONSOLIDATED BALANCE SHEET




(EUR 1,000)                                    9/2013   9/2012   Change  12/2012
                                                                      %         
ASSETS                                                                          
NON-CURRENT ASSETS                                                              
Intangible rights                                 857    1 029      -17    1 008
Goodwill                                          314      314               314
Investment properties                             195      245      -20      233
Property, plant and equipment                  11 812   12 039       -2   11 862
Shares in associated companies                104 360  150 665      -31  128 796
Available-for-sale assets                      10 668   10 861       -2   10 723
Other tangible assets                             214      214               214
TOTAL NON-CURRENT ASSETS                      128 421  175 368      -27  153 151
Current assets                                                                  
Inventories                                       549      622      -12      647
Trade and other receivables                     3 698    4 225      -12    2 950
Income tax assets                                 997    1 620      -38      118
Financial assets at fair value                  1 306    1 603      -19    1 695
through profit or loss                                                          
Cash and cash equivalents                       3 434    2 412       42    2 263
TOTAL Current assets                            9 984   10 482       -5    7 673
Total assets                                  138 405  185 850      -26  160 823
SHAREHOLDERS' EQUITY AND LIABILITIES                                            
SHAREHOLDER'S EQUITY                                                            
Share capital                                   6 416    6 416             6 416
Invested unrestricted equity fund and other    48 623   48 621            48 621
 reserves                                                                       
Retained earnings                               2 814   46 505      -94   25 529
SHAREHOLDER'S EQUITY                           57 853  101 542      -43   80 567
NON-CURRENT LIABILITIES                                                         
Deferred tax liability                            152      112       36       23
Non-current interest-bearing liabilities       66 365   70 577       -6   63 954
Non-current interest-free liabilities             102      115      -12      102
NON-CURRENT LIABILITIES                        66 620   70 805       -6   64 079
CURRENT LIABILITIES                                                             
Current interest-bearing liabilities            1 773      695      155    6 633
Accounts payable and other payables            11 219   11 831       -5    9 390
Income tax liability                              941      977       -4      155
CURRENT LIABILITIES                            13 932   13 504        3   16 177
SHAREHOLDERS' EQUITY AND LIABILITIES TOTAL    138 405  185 850      -26  160 823





CONSOLIDATED CASH FLOW STATEMENT




(EUR 1,000)                                               1-9/     1-9/    1-12/
                                                          2013     2012     2012
CASH FLOW FROM OPERATIONS                                                       
Profit/ loss for the period under review               -18 759    7 198  -14 087
Adjustments                                             24 457     -697   22 867
Change in working capital                                1 427   -6 295   -6 732
CASH FLOW FROM OPERATIONS                                7 125      205    2 048
BEFORE FINANCE AND TAXES                                                        
Interest paid                                             -846   -1 009   -2 235
Interest received                                           25       35       46
Dividends received                                       2 337    9 107    9 117
Other financial items                                      344      -41      -53
Direct taxes paid                                         -858   -1 253     -947
CASH FLOW FROM OPERATIONS                                8 127    7 044    7 976
CASH FLOW FROM INVESTMENTS                                                      
Investments in tangible and                             -1 313     -541   -1 083
intangible assets, net                                                          
Other investments, net                                     121     -150      -16
Dividends received from investments                        507      515      529
CASH FLOW FROM INVESTMENTS                                -686     -176     -570
CASH FLOW BEFORE FINANCING ITEMS                         7 441    6 868    7 406
CASH FLOW FROM FINANCING                                                        
Change in current loans                                 -2 452   -3 238   -3 925
Change in non-current loans                                      -1 964   -1 964
Dividends paid and other profit distribution            -3 818  -10 180  -10 180
CASH FLOW FROM FINANCING                                -6 270  -15 382  -16 069
INCREASE (+) OR DECREASE (-)IN FINANCIAL ASSETS          1 171   -8 514   -8 663
Liquid assets at the beginning of the  financial         2 263   10 926   10 926
 period                                                                         
Liquid assets at the end of the financial period         3 434    2 412    2 263





KEY FIGURES




                                                  9/2013      9/2012     12/2012
Earnings/share (EUR)                               -0.73        0.28       -0.55
Shareholders' equity/share (EUR)                    2.25        3.96        3.14
Average number of personnel                          325         339         336
Investments (EUR 1,000) *)                         1 338         806       1 311
Interest-bearing debt (EUR 1,000)                 68 138      71 272      70 587
Equity ratio, %                                     43.2        55.9        50.7
Average number of shares during the           25 665 208  25 665 208  25 665 208
 financial period                                                               
Number of shares at the end on the financial  25 665 208  25 665 208  25 665 208
 period                                                                         




*) Includes investments in tangible and intangible assets and shares in
associated companies and in available-for-sale financial assets. 

Taxes included in the income statement are taxes corresponding to the profit
for the period under review. 


STATEMENT OF CHANGES IN CONSOLIDATED SHAREHOLDERS' EQUITY (EUR 1,000)






Change in             Share    Fair           Invested   Other  Retaine    Total
 shareholders'       capita   value       unrestricted  reserv        d         
 equity 1-9/ 2012         l  reserv        equity fund      es  earning         
                                  e                                   s         
SHAREHOLDERS'         6 416     101             48 498      24   49 401  104 440
 EQUITY 1.1.                                                                    
Comprehensive                    -2                               7 370    7 368
 income for the                                                                 
 period                                                                         
Dividend                                                        -10 266  -10 266
 distribution                                                                   
TOTAL SHAREHOLDERS'   6 416      99             48 498      24   46 505  101 542
 EQUITY 9/ 2012                                                                 









Change in             Share    Fair           Invested   Other  Retaine    Total
 shareholders'       capita   value       unrestricted  reserv        d         
 equity 1-9/ 2013         l  reserv        equity fund      es  earning         
                                  e                                   s         
SHAREHOLDERS'         6 416      99             48 498      24   25 529   80 567
 EQUITY 1.1.                                                                    
Comprehensive                     2                             -18 865  -18 864
 income for the                                                                 
 period                                                                         
Dividend                                                         -3 850   -3 850
 distribution                                                                   
TOTAL SHAREHOLDERS'   6 416     101             48 498      24    2 814   57 853
 EQUITY 9/ 2013                                                                 





GROUP CONTINGENT LIABILITIES




(EUR 1,000)                                             9/2013  9/2012  12/2012
Collateral pledged for own commitments                                         
Mortgages on company assets                              1 245   1 245    1 245
Mortgages on real estate                                 8 801   8 801    8 801
Pledged shares                                          45 795  64 377   65 730
Contingent liabilities on behalf of associated company                         
Guarantees                                               4 059   4 182    4 096






CHANGES IN PROPERTY, PLANT AND EQUIPMENT




(EUR 1,000)                                        1-9/    1-9/   Change   1-12/
                                                   2013    2012        %    2012
Carrying amount at the beginning of the          11 862  13 481      -12  13 481
 financial period                                             
Increase                                          1 199     448      167     838
Depreciation for the financial period            -1 248  -1 890      -34  -2 456
Carrying amount at the end of the financial      11 812  12 039       -2  11 862
 period                                                                         






RELATED PARTY TRANSACTIONS

Ilkka-Yhtymä Group's related parties include associated companies, members of
the Board of Directors, members of the Supervisory Board, the Managing Director
and the Group Executive Team. 

THE FOLLOWING RELATED PARTY TRANSACTIONS WERE CARRIED OUT:




(EUR 1,000)                      9/2013  9/2012  12/2012
Sales of goods and services                             
To associated companies             189     207      288
To other related parties            669     614      823
Purchases of goods and services                         
From associated companies           379     387      463
From other related parties           29       2        5
Trade receivables                                       
From associated companies            22      15       13
From other related parties           73     107       47
Accounts payable                                        
To associated companies              22       8        4




Transactions with related parties are conducted at fair market prices.


EMPLOYEE BENEFITS TO MANAGEMENT




(EUR 1,000)                                      9/2013  9/2012  12/2012
Salaries and other short-term employee benefits     748     710      936




Management comprises the Board of Directors, Supervisory Board, Managing
Director and Group Executive Team. The stated figures based on the cash method
do not differ significantly from those based on the accrual method. 



FAIR VALUE HIERARCHY OF FINANCIAL ASSETS AND FINANCIAL LIABILITIES MEASURED AT
FAIR VALUE 




                                                     Fair value at end of period
(EUR 1,000)                                    9/2013  Level 1  Level 2  Level 3
ASSETS MEASURED AT FAIR VALUE                                                   
Financial assets at fair value through profit   1 306    1 306                  
 or loss                                                                        
Available-for-sale financial assets             9 248             9 248         
TOTAL                                          10 554    1 306    9 248         
LIABILITIES MEASURED AT FAIR VALUE                                              
Interest rate swaps                             1 781             1 781         
TOTAL                                           1 781             1 781         




Available-for-sale assets also include EUR 1,419 thousand for unlisted shares,
which are measured at cost since no reliable fair value was available for them. 

At Level 1 of the hierarchy, fair value is based on quoted prices (unadjusted)
in active markets for identical assets or liabilities. 

At Level 2, the instruments' fair value is based on inputs other than quoted
prices included within Level 1 that are observable for the asset or liability,
either directly (i.e. as prices) or indirectly (i.e. derived from prices). 

At Level 3, the instruments' fair value is based on inputs for the asset or
liability that are not based on observable market data. 


General statement

This report contains certain statements that are estimates based on the
management's best knowledge at the time they were made. For this reason, they
involve a certain amount of inherent risk and uncertainty. The estimates may
change in the event of significant changes in general economic and business
conditions. 



ILKKA-YHTYMÄ OYJ

Board of Directors


Matti Korkiatupa
Managing Director


For more information:
Matti Korkiatupa, Managing Director, Ilkka-Yhtymä Oyj
Tel. +358 (0)500 162 015

DISTRIBUTION
NASDAQ OMX Helsinki
The main media
www.ilkka-yhtyma.fi