2002 WAS A CHALLENGING
YEAR FOR SMITHS. AS WELL AS THE WIDELY PUBLICISED DOWNTURN
IN CIVIL AEROSPACE, DEMAND FOR MANY OTHER ENGINEERING PRODUCTS
WAS REDUCED. THESE ADVERSE FACTORS WERE PARTIALLY OFFSET BY
RISING DEFENCE BUDGETS, THE CONTINUING EXPANSION OF HEALTHCARE
DEMAND AND THE DRIVE TO IMPROVE THE SECURITY OF TRANSPORTATION
AND PUBLIC BUILDINGS, PARTICULARLY IN THE UNITED STATES. IT
IS ENCOURAGING THAT, WHILE THE FACTORS THAT HURT THE BUSINESS
THIS YEAR WERE LARGELY SHORT TERM, THOSE THAT WERE OF BENEFIT
ARE LIKELY TO LAST FOR THE LONGER TERM.
In the group's results the most important
number to focus on for 2002 is the £452m of operating
profits on continuing activities, since this allows the most
direct comparison when looking forward to next year and at
last year. The Chief Executive reports on the performance
of these continuing activities in his review.
However, I shall first comment on the
consolidated results of Smiths Group plc, which includes the
discontinued activities, principally the now divested John
Crane-Lips marine seals business. On sales of £3,223m,
including £153m from the discontinued activities, Smiths
earned profits before tax, amortisation and exceptionals of
£405m. After amortisation and exceptionals, the pre-tax
profit was £286m, representing earnings per share of
34.4p, compared with a loss per share of 37.3p last year (largely
due to merger-related exceptionals).
The Board is recommending a final dividend
of 16.75p, bringing the total for the year to 25.5p, an increase
of 2%, and a level of payment that is twice covered by earnings
from the continuing activities before goodwill amortisation
and exceptionals.
One indication of Smiths' financial good
health is the current low level of debt. Very strong cash-flow
and the proceeds of disposals have allowed us to reduce net
debt to a comfortable level for a company of our size. Net
debt is now just 2.3 times free cash-flow.
But our strength is not just financial.
We have a real commitment to responsible social and environmental
behaviour. We shall publish our first corporate social responsibility
report in 2003. In the meantime, details of our current progress
can be found later in this book. Above all, we recognise that
the quality of our employees underpins our capabilities. I
would like to take the opportunity to thank them for their
contribution during this challenging year.
The role of non-executive directors is
more topical than ever. We have a well balanced Board, with
six of the 13 directors being non-executive. I can confidently
say that we non-executives are diligent in the pursuit of
shareholders' interests. I chair the Nominations & Remuneration
Committee. As a team, the non-executives and the executives
work effectively together to ensure the success of the company.
The Chief Executive outlines Smiths'
prospects in his review. As he explains, the underlying strength
of our businesses gives us confidence that we can sustain
the long-term growth of the company.

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