24.05.2012
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Investor Relations > Financial Reports > 2nd Quarter 2009/10 > Financial Statements > Notes on the Consolidated Statement of Financial Position
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  • 2nd Quarter 2009/10
  • Economic Situation
  • Divisions
  • Prospects
  • Further Information
  • Financial Statements
    • Accounting Principles
    • Discontinued Operations
    • Notes on the Consolidated Profit and Loss Statement
    • Condensed Statement of Comprehensive Income of the TUI Group
    • Notes on the Consolidated Statement of Financial Position
    • Changes in Equity
    • Contingent Liabilities
    • Other Financial Commitments
    • Notes on the Consolidated Cash Flow Statement
    • Segment Indicators
    • Related Parties
    • Major Transactions after the Balance Sheet Date
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Notes on the Consolidated Statement of Financial Position

The changes in the consolidated statement of financial position as against 30 September 2009 primarily reflected the seasonality of the tourism business.

The rise in goodwill mainly resulted from the translation of goodwill not carried in the TUI Group’s functional currency into Euros.

Moreover, the refinancing agreement concluded in December 2009 between the shareholders of the container shipping line caused shifts in non-current assets. Under the agreement on the refinancing of Container Shipping, TUI AG converted part of its non-current receivables against Container Shipping into hybrid capital.

Assets held for sale

€ million 31 Mar 2010 30 Sep 2009
Discontinued Operation ’Magic Life’ 142.7 151.5
Administrative buildings Ballindamm and Rosenstraße in Hamburg 101.9 101.9
’Jet4You’ 29.4 18.8
’Canada Mainstream’ – 78.0
Other assets 32.7 55.5
Total 306.7 405.7

Liabilities related to assets held for sale

€ million 31 Mar 2010 30 Sep 2009
Discontinued Operation ’Magic Life’ 118.5 122.5
’Jet4You’ 28.5 23.7
’Canada Mainstream’ – 34.0
Total 147.0 180.2

Non-current financial liabilities increased by a total of €155.8m to €3,330.9m. The floating rate notes repayable in December 2010 had to be reclassified to current liabilities at the amount of the liabilities still outstanding (nominal value €490.0m) upon repurchase in the first half of 2009/10 (nominal value €60.0m). In addition, three bonds worth a total of €150.0m, planned to be redeemed in December 2010, now had to be carried as current financial liabilities. In October and November 2009, TUI Travel PLC and TUI AG each issued convertible bonds. Following deduction of the charge for the conversion right, these bonds had to be recognised as non-current financial liabilities at €491.3m as at 31 March 2010. Facilities newly raised by TUI Travel under the revolving syndicated credit facility were recognised at an amount of €421.4m as at 31 March 2010.

Current liabilities rose by €680.0m to €1,219.7m, primarily due to the reclassification from non-current liabilities.

Financial Position of the TUI Group


€ million
31 Mar 2010
 
30 Sep 2009
restated
1 Oct 2008
restated
Assets      
Goodwill 2,801.6 2,715.8 2,856.0
Other intangible assets 912.3 887.9 883.7
Investment property 70.0 76.7 87.1
Property, plant and equipment 2,425.7 2,373.6 2,648.9
Companies measured at equity 1,605.2 1,184.0 446.3
Financial assets available-for-sale 613.4 103.0 117.1
Trade accounts receivables and other receivables 858.7 1,369.0 423.4
Derivative financial instruments 79.7 111.4 78.3
Deferred income tax claims 351.5 277.9 182.1
Non-current assets 9,718.1 9,099.3 7,722.9
       
Inventories 106.7 81.5 81.1
Financial assets available-for-sale – 2.0 11.4
Trade accounts receivables and other receivables 2,127.6 2,125.7 2,075.9
Derivative financial instruments 264.5 338.1 219.3
Current income tax receivables 99.2 21.2 42.3
Cash and cash equivalents 1,158.7 1,452.0 2,793.4
Assets held for sale 306.7 405.7 4,805.8
Current assets 4,063.4 4,426.2 10,029.2
  13,781.5 13,525.5 17,752.1
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€ million
31 Mar 2010
 
30 Sep 2009
restated
1 Oct 2008
restated
Equity and liabilities      
Subscribed capital 643.0 642.8 642.3
Capital reserves 913.5 871.3 2,471.9
Revenue reserves 43.9 230.0 - 812.7
Hybrid capital 294.8 294.8 294.8
Equity before minority interests 1,895.2 2,038.9 2,596.3
Minority interests 358.4 324.4 321.5
Equity 2,253.6 2,363.3 2,917.8
       
Pension provisions and similar obligations 857.3 838.6 573.6
Current income tax provisions 177.6 169.5 157.7
Deferred income tax provisions 172.9 181.3 273.0
Other provisions 521.5 500.0 524.5
Non-current provisions 1,729.3 1,689.4 1,528.8
Financial liabilities 3,330.9 3,175.1 4,258.2
Derivative financial instruments 10.5 78.7 95.5
Other liabilities 87.5 92.1 95.0
Non-current liabilities 3,428.9 3,345.9 4,448.7
Non-current provisions and liabilities 5,158.2 5,035.3 5,977.5
       
Pension provisions and similar obligations 26.8 29.8 34.5
Current income tax provisions 68.9 85.9 154.1
Other provisions 327.4 415.2 384.6
Current provisions 423.1 530.9 573.2
Financial liabilities 1,219.7 539.7 810.5
Trade accounts payable 1,744.9 2,577.4 2,770.9
Derivative financial instruments 176.2 363.4 284.2
Other liabilities 2,658.8 1,935.3 2,428.7
Current liabilities 5,799.6 5,415.8 6,294.3
Liabilities related to assets held for sale 147.0 180.2 1,989.3
Current provisions and liabilities 6,369.7 6,126.9 8,856.8
  13,781.5 13,525.5 17,752.1
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