Aramex’s international express business revenues grew by 20 per cent to Dh457m during the quarter. Silvia Razgova / The National
Aramex’s international express business revenues grew by 20 per cent to Dh457m during the quarter. Silvia Razgova / The National

Incentive scheme provisions take a toll on Aramex results



Aramex profit fell 5 per cent in the first quarter, after the delivery and logistics firm increased provisions for its company incentive scheme.

Net income came in at Dh91.8 million for the three months to the end of March, compared with Dh96.9m during the same period last year, below analyst estimates.

Aramex said the drop was because of a Dh13.3m additional provision “related to the company’s incentive scheme”, giving no further details.

Revenues rose 7 per cent to Dh1.1 billion from Dh1bn, again fractionally below an average of estimates collected by Bloomberg.

Aramex said currency fluctuations in key markets including Egypt took their toll on revenues, particularly affecting the company’s freight forwarding business. The company said revenue growth on a flat exchange rate basis would have come in at 13 per cent.

Aramex’s international express business revenues grew by 20 per cent to Dh457m during the quarter, driven by the “rob­ust” performance of cross-border e-commerce, and continues to be the main driver of growth. The company’s e-commerce deliveries grew 30 per cent during 2016.

Domestic Express business grew by 5 per cent to Dh243m during the quarter, with Asia-Pacific contributing significantly. Asian revenues across all business lines grew by 60 per cent year-on-year.

“International Express was the key driver of growth in the first quarter and will continue to drive Aramex’s business strategy and expansion plans,” said the Aramex chief executive Hussein Hachem. “We are confident about carrying the same positive momentum into the second quarter of 2017.”

The Middle East and Africa accounted for 61 per cent of first-quarter revenues. However, revenue across the region fell 4 per cent year-on-year, with the company stating that it was “cautious” on the GCC outlook.

Mr Hachem said Aramex would continue to “actively look” for further acquisitions and partnerships in key markets.

jeverington@thenational.ae

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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Engine: 2.0-litre 4-cylinder turbo

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1. Kylian Mbappe - to Real Madrid in 2017/18 - €180 million (Dh770.4m - if a deal goes through)
2. Paul Pogba - to Manchester United in 2016/17 - €105m
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