Anheuser-Busch InBev SA/NV · EURONEXT:ABI

Anheuser-Busch InBev SA/NV — SABMiller — Consumer Analyst Group of Europe (CAGE) Conference 2011

21 slides from Anheuser-Busch InBev SA/NV's conference presentation, Mar 29, 2011

  1. Slide 1: SABMiller plc Consumer Analyst Group of Europe - CAGE

    SABMiller plc Consumer analyst group of Europe - CAGE London 29 March 2011

  2. Slide 2: Forward looking statements

    Forward looking statements This presentation includes ‘forward-looking statements’ with respect to certain of SABMiller plc’s plans, current goals and expectations relating to its future financial condition, performance and results. These statements contain the words “anticipate”, “believe”, “intend

  3. Slide 3: One of the world's leading brewers

    One of the world’s leading brewers Key country market shares Russia 5% Czech 47% Poland 42% North Italy 20% America 29% Romania 33% China 21% India 26% Colombia 98% Peru 91% Tanzania 72% Mozambique 98% South Africa 88% © SABMiller plc 2011 CAGE March 2011 3

  4. Slide 4: SABMiller is a leading global beverage company

    SABMiller is a leading global beverage company… geographic perspective World’s 2nd largest brewer # 1 or 2 position in > 90% of markets 5 year revenue and EBITA CAGR of 13% Leading local brands, orientated towards building the category The leading Coke bottler in Africa Volumes2* Revenue EBITA** 17%

  5. Slide 5: … with superior consumer income growth

    … with superior consumer income growth Growth in Real Personal Disposable Income (Average 2011-2015) 10% China 8.4% 8% Tanzania South 6.4% 6% Colombia Romania Africa & Peru Russia 4.7% 4.3% 4.5% 4.0% Czech 4% USA Rep. Poland 2.2% 2.2% 2% 1.5% 0% 1 Sources: EIU/BMI data © SABMiller plc 2011 CAGE Marc

  6. Slide 6: Creating a balanced and attractive global spread of businesses

    Four strategic priorities Creating a balanced and Developing strong, attractive relevant brand portfolios global spread of businesses that win in the local market Constantly raising the profitability Leveraging our skills and of local businesses, global scale sustainably © SABMiller plc 2011 CAGE Ma

  7. Slide 7: Attractive global spread of businesses

    Attractive global spread of businesses Balanced but growth-oriented footprint South North America C&E Europe Latin America Africa Asia Africa Forecast GDP growth 2.5% 3.8% 3.8% 4.8% 4.8% 5.2% 2010-15 (CAGR%) Forecast PCC growth 0.4% 0.8% 2.2% 1.8% 1.6% 2.8% 2010-15 (CAGR%) PCC (litres) 77 60 71 38 7

  8. Slide 8: Constantly raising the profitability of local businesses sustainably

    Constantly raising the profitability of local businesses sustainably Delivering strong growth over the last 6 years Organic lager volume, revenue and EBITA growth Organic Lager Volume and Revenue Growth 200 CAGR F’04-11 H1 MAT 190 10.6% 180 170 8.1% 160 150 140 130 3.6% 120 110 100 F'04 F'05 F'06 F'

  9. Slide 9: Leveraging our skills and global scale

    Leveraging our skills and global scale Business capability programme Capability investments include… These capabilities will allow us to… Standardising support processes, Sustain our top-line growth and competitive manufacturing, front office systems position Centralising specialist functions Enhanc

  10. Slide 10: Strong, relevant brand portfolios that win in the local market

    Strong, relevant brand portfolios that win in the local market Expanding the beer category Aspiration (Who I want to be) Cider-like malt based flavoured Winding Up beers – CCE, South Africa & LatAm Upscale Status Quality 19% Rumba 13.2% 11% Allure 17% Traditional, probably older Bonding Experimental

  11. Slide 11: Portfolio Development

    Portfolio Development Attracting consumers to the beer category through affordability and aspiration International Price index: 300+ premium spirits Imported beer Price index: 150-300 Local Price index: 110-140 Premium Lager core SABMiller focus Mainstream Lager Price index: 100 Affordable Lager & S

  12. Slide 12: Portfolio Development

    Portfolio Development Beer category development opportunity in emerging markets… Example: Chinese commercial alcohol volume and market shares (pure alcohol) 45,000 40,000 35,000 HL'000 of pure alcohol 30,000 25,000 20,000 15,000 10,000 46% 47% 47% 45% 46% 5,000 38% 40% 42% 22% 25% 29% 32% 35% 18% -

  13. Slide 13: Portfolio Development

    Portfolio Development Beer category development opportunity in emerging markets… 100% estimated estimated estimated informal informal informal estimated alcohol alcohol alcohol informal Share of alcohol alcohol indicative estimates estimated informal alcohol 0% North America SABM LatAm C & E Europe

  14. Slide 14: Strong portfolio of leading local brands

    Strong, relevant brand portfolios that win in the local market Strong portfolio of leading local brands Country Brand Rank Deep local heritage with leading consumer equity Poland Tyskie, Zubr 1,2 Czech Gambrinus 1 Leading market shares Romania Timisoreana 1 Constant renewal Italy Peroni 1 South Afri

  15. Slide 15: Development and leadership of local premium segment

    Strong, relevant brand portfolios that win in the local market Development and leadership of local premium segment North America Europe 2.9% 3.4%* 27% 28% Asia 7% 17% Latin America Africa 5% 9% South Africa 19% 25% 6% 8% F’07 F’10 local premium % of portfolio * North America is MillerCoors pro-forma

  16. Slide 16: Profitable revenue management

    Strong, relevant brand portfolios that win in the local market Profitable revenue management Overall category pricing Example: Trade terms management in Czech Republic – Maximizing long-term value From To Brand / pack / channel / region price Transactional Strategic architecture Pay for importance P

  17. Slide 17: Superior channel management and execution

    Strong, relevant brand portfolios that win in the local market Superior channel management and execution Building Execution Excellence at Retail (BEER): investment in field technology and capability MillerCoors category captaincy benefits distributors and retailers: – +2.5% volume out-performance; r

  18. Slide 18: Superior channel management and execution

    Strong, relevant brand portfolios that win in the local market Superior channel management and execution Tailored service packages for each class of trade using all the levers of customer service showing good results in South Africa: – Gaps between recommended selling price and average selling price

  19. Slide 19: Superior channel management and execution

    Strong, relevant brand portfolios that win in the local market Superior channel management and execution Price Index Key Traditional off Night On and off- Price segment SNOW variant accounts premise outlets premise Superior A B C D E F G H I J K L M N O P Super Premium Crystal Draft 750 Premium Draf

  20. Slide 20: …sustainably

    …sustainably Sustainable development for our stakeholders and our business 1. Discouraging irresponsible drinking 2. Making more beer, but using less water 3. Reducing our energy and carbon footprint 4. Packaging re-use and recycling 5. Working towards zero-waste operations 6. Encouraging enterprise

  21. Slide 21: Q&A

    Q&A © SABMiller plc 2011 CAGE March 2011 21

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