Annual Report & Accounts 2006

Financial Statements

Ten Year Record

The table below summarises the last ten years' results, cash flows and balance sheets. Figures for 2006 and 2005 are prepared under IFRS. Figures for 2004 and earlier years are the UK GAAP comparatives adjusted to show gross rental income on a proportional basis. FRS21 became effective in 2006 under UKGAAP and has been applied retrospectively to 2004 and earlier years. This standard requires proposed dividends not approved by the balance sheet date to be excluded from the balance sheet.

  IFRS   UK GAAP
Revenue and capital returns 2006
£m
2005
£m5
  2004
£m
2003
£m
2002
£m
2001
£m
2000
£m
1999
£m
1998
£m
1997
£m
Gross rental income1 751 630   566 552 514 476 444 376 351 320
Underlying profit 228 181   149 147 128 121 112 109 82 80
Dividends paid 84 77   67 65 61 58 54 51 45 37
                       
Growth in net assets2 31.9% 15.5%   12.7% (6.7%) 3.8% 13.7% 8.9% 6.0% 36.3% 22.8%
Total return 33.2% 16.4%   13.0% 7.4% 4.2% 14.1% 9.4% 6.0% 24.2% 13.3%
Total return – pre exceptional 34.6% 18.8%   13.0% 7.4% 4.2% 15.6% 9.4% 7.4% 24.2% 13.3%
                       
Summarised cash flow statements                      
Net cash inflow from operating activities 455 464   381 374 382 380 432 345 308 259
Cash outflow from dividends, interest and taxation (359) (339)   (218) (279) (283) (351) (280) (190) (192) (185)
Cash inflow (outflow) from capital expenditure, investments, acquisitions and disposals 994 (526)   (186) (271) (153) 82 (765) (559) (230) (183)
Equity dividends paid (84) (77)   (67) (65) (61) (57) (92) (45) (37)
Cash inflow (outflow) from management of liquid resources and financing (1,025) 459   137 267 108 (79) 673 439 152 169
                       
Increase (decrease) in cash6 (19) (19)   47 26 (7) (25) (32) 35 (7) 23
                       
Summarised balance sheets                      
Total properties at valuation1,3 14,414 12,507   10,639 9,646 9,300 8,860 8,210 6,628 5,828 5,087
Net debt1 (6,717) (6,563)   (5,397) (4,993) (4,632) (4,453) (4,369) (3,122) (2,618) (2,684)
Other assets & liabilities1 105 (31)   (157) (142) 167 251 255 255 338 200
EPRA NAV/Fully diluted adjusted net assets 7,802 5,913   5,085 4,511 4,835 4,658 4,096 3,761 3,548 2,603
Net asset value per share 1486p 1128p   975p 867p 811p 781p 687p 631p 598p 483p
Memorandum                      
– Dividends declared in the year 17.0p 15.7p   14.5p 13.4p 12.4p 11.5p 10.9p 10.3p 9.8p 9.0p
– Dividends paid in the year 16.1p 14.9p   13.7p 12.7p 11.7p 11.1p 10.5p 10.0p 9.2p 8.7p
                       
Earnings per share – IFRS underlying7 36p 27p                  
Earnings per share (pre-exceptional) – UK GAAP 7       34.5p 27.1p 30.2p 26.3p 24.8p 20.6p 21.4p 16.4p
Earnings per share – IFRS 4,7 240p 126p                  
Earnings per share – UK GAAP 4,7       34.5p 27.1p 30.2p 11.8p 24.8p 10.1p 21.4p 16.4p

1 Including share of funds and joint ventures.
2 Represents movement in diluted EPRA NAV, for 2006, and adjusted diluted net assets pre 2006.
3 Including surplus over book value of trading and development properties.
4 Including exceptional finance costs in 1999 £68m, 2001 £84m, 2005 £180m and 2006 £122m.
5 Restated for IFRS. The UK GAAP accounts shows gross rental income of £547m and underlying profit of £175m.
6 Represents movement in cash and cash equivalents under IFRS and movements in cash under UK GAAP.
7 Diluted earnings per share.

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