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Eltek .(ELTK) - 2024 Q4 - Annual Report
ELTKEltek .(ELTK)2025-04-08 11:41

Financial Position - As of December 31, 2024, the company had 17.2millionincashandcashequivalentsandworkingcapitalof17.2 million in cash and cash equivalents and working capital of 25.8 million[32]. - The company raised 10millioninapublicofferinginFebruary2024,whichisbeingusedtoexpandproductioncapabilitiesandforgeneralcorporatepurposes[206].AsofDecember31,2024,thecompanyhadnooutstandingbankdebtand10 million in a public offering in February 2024, which is being used to expand production capabilities and for general corporate purposes[206]. - As of December 31, 2024, the company had no outstanding bank debt and 2.4 million in unused revolving lines of credit[207][208]. - Net cash provided by operating activities was 4.5millionin2024,downfrom4.5 million in 2024, down from 8.9 million in 2023, primarily due to a decrease in pre-tax income[212][213]. - Net cash used in investing activities rose significantly to 15.9millionin2024from15.9 million in 2024 from 3.0 million in both 2023 and 2022, mainly for fixed asset purchases[215]. - Capital expenditures were approximately 9.5millionin2024,comparedto9.5 million in 2024, compared to 2.4 million in 2023, reflecting increased investment in production equipment[218]. - The company expects to finance its 2025 operations through cash flow from operations and cash balances, although liquidity may be affected by external factors such as geopolitical tensions[219]. Revenue and Sales - Revenues decreased by 0.4% to 46.5millionintheyearendedDecember31,2024,from46.5 million in the year ended December 31, 2024, from 46.7 million in 2023, primarily due to operational challenges associated with new equipment installation[188]. - The company generated 15.8millioninsalestononIsraelicustomersin2024,accountingfor3415.8 million in sales to non-Israeli customers in 2024, accounting for 34% of total revenues, compared to 20 million (42.7%) in 2023 and 17.7million(44.617.7 million (44.6%) in 2022[162]. - Defense and aerospace equipment accounted for 65% of the company's PCB production in 2024, up from 50.7% in 2023 and 48.7% in 2022[161]. - The backlog at December 31, 2024, was approximately 23.1 million, up from 18.1millionatDecember31,2023,withexpectationstodelivermostofthisbacklogin2025[171].CostsandExpensesCostofrevenuesincreasedby7.718.1 million at December 31, 2023, with expectations to deliver most of this backlog in 2025[171]. Costs and Expenses - Cost of revenues increased by 7.7% to 36.2 million for the year ended December 31, 2024, from 33.6millionin2023,mainlyduetohigheremployeecompensationcosts[189].Grossprofitdecreasedby2133.6 million in 2023, mainly due to higher employee compensation costs[189]. - Gross profit decreased by 21% to 10.3 million for the year ended December 31, 2024, with gross profit margin dropping to 22.2% from 28.1% in 2023, attributed to increased manufacturing costs and a shift in product mix[190]. - Operating profit fell to 4.4millionin2024from4.4 million in 2024 from 7.3 million in 2023, primarily due to the decrease in gross profit[191]. - Selling, general and administrative expenses were 5.8millionin2024,slightlyupfrom5.8 million in 2024, slightly up from 5.7 million in 2023, maintaining a stable expense ratio[191]. - Research and development expenses were 0.4% of revenues in 2024, up from 0.2% in 2023, reflecting increased investment in innovation[186]. Market and Competition - Competition in the PCB market is intense, with significant pressure from manufacturers in Southeast Asia, which have lower production costs[40]. - The company competes with PCB manufacturers in Asia that have lower production costs, which could limit pricing power and affect financial results[88]. - Rapid changes in the electronics industry and recessionary pressures may lead to intensified price competition and reduced margins, adversely affecting financial results[65]. - The company has a strategy to focus on high-end PCB markets, particularly flex-rigid PCBs, which offer better margins[164]. Risks and Challenges - The company may require additional capital in the future, which may not be available, potentially affecting competitiveness and expansion plans[32]. - The company is dependent on unique machinery that may malfunction, affecting manufacturing activities and financial results[34]. - The company does not currently engage in hedging transactions, exposing it to risks from currency fluctuations[44]. - Political and military instability in Israel may disrupt operations and negatively affect business conditions and share price[41]. - The ongoing Israel-Hamas war may disrupt operations, delay shipments, and harm sales, potentially leading to a material adverse effect on the company's financial results[45]. - Travel advisories and restrictions could impact the ability to receive supplies and materials, adversely affecting timely product manufacturing[46]. - Unfavorable national and global economic conditions may reduce customer demand, leading to longer sales cycles and increased price competition[47]. - The company may face increased costs and resource expenditure due to new tariffs and trade policy uncertainties, particularly with countries like China and Canada[49]. - The Russian invasion of Ukraine has led to sanctions and geopolitical instability, which could disrupt operations and adversely affect financial condition[50]. - Cybersecurity breaches and natural disasters pose significant risks that could disrupt operations and lead to financial losses, with potential impacts on market share[70]. - International operations are subject to regulatory restrictions and economic instability, which may adversely affect sales and profitability[71]. - The company may face significant costs related to potential infringement claims on intellectual property, which could adversely affect its financial condition[94]. - The company relies on trade secrets and non-disclosure agreements for intellectual property protection, as it does not hold any patents[92]. - The company is affected by rising labor costs due to high demand for high-tech personnel in Israel[97]. - The company may be classified as a passive foreign investment company (PFIC), which could impose adverse tax implications for U.S. investors[109]. - The company has faced challenges in obtaining directors' and officers' insurance on reasonable terms, which may impact its ability to retain key personnel[103]. - The company is subject to the Israeli Companies Law, which limits dividend distributions based on profitability and solvency thresholds[112]. - The obligation of personnel to perform military reserve service could disrupt operations if a significant number of employees are called up[124]. - The company has been affected by restrictions on travel and business operations due to heightened unrest, impacting agreements with partners[120]. - Tax benefits provided by the Israeli government may be reduced or eliminated, adversely affecting operating costs and financial results[131]. Investments and Development - The company has received a 40% royalty-bearing participation grant from the Israel Innovation Authority for an 800,000 R&D program aimed at improving production rates, extended until September 2025[64]. - The company invested approximately 15 million in new equipment and facility expansion over the three years ending December 31, 2024, and plans to invest an additional 10millionincapitalexpendituresin2025[140].ThecompanyhasreceivedITARregistrationtopenetratetheU.S.defensemarket,enhancingitspositionintheaerospacesector[164].Thecompanyhasongoingprogramstoupgradeprocessesthroughhighqualitystandardsandemployeetraining[166].Thecompanyinvestedinnewmachineryandequipmentin2024,includinganewsoldermaskapplicationdepartmentandvariousdrillingmachines[155].ShareholderReturnsThecompanydeclaredacashdividendof10 million in capital expenditures in 2025[140]. - The company has received ITAR registration to penetrate the U.S. defense market, enhancing its position in the aerospace sector[164]. - The company has ongoing programs to upgrade processes through high-quality standards and employee training[166]. - The company invested in new machinery and equipment in 2024, including a new solder mask application department and various drilling machines[155]. Shareholder Returns - The company declared a cash dividend of 0.22 per share in November 2023, totaling approximately $1.3 million, paid on December 21, 2023[110]. - The company has experienced significant fluctuations in its ordinary shares' market price and volume, influenced by various external factors[106].