Davide Campari-Milano — H1 2011 Earnings Presentation

4 slides from Davide Campari-Milano's earnings presentation, Aug 4, 2011

Slide 1: Half year results ended 30 June 2011 - Conference call
+DOI<HDU5HVXOWV6DJDWLEDDEVWUDFW Conference call 04 August 2011 Half year results ended 30 June 2011 -
Slide 2: Gruppo Campari acquires Sagatiba
Gruppo Campari acquires Sagatiba Key highlights > On August 3, 2011 Campari finalized the acquisition of Sagatiba, the leading and fast growing super premium cachaça in Brazil, which Campari had started to distribute in March 2010 > Acquired business includes the Sagatiba trademarks and related busi
Slide 3: Sagatiba: business overview
Sagatiba: business overview Sagatiba > Founded by Brazilian entrepreneur Marcos de Moraes in 2004, Sagatiba’s portfolio offers consumers a variety of high quality cachaça, including an unaged offering (Pura) and an aged portfolio (Velha and Preciosa) > In terms of sales volumes, Sagatiba achieved 11
Slide 4: Sagatiba: price positioning in Brazilian spirits market
Sagatiba: price positioning in Brazilian spirits market IMPORTS R$ 32 R$ 70 R$ 26 R$ 26 R$ 25 R$ 350 R$ 23 R$ 23 REGULAR CACHACA R$ 13 R$ 22 R$ 10 Imported R$ 5.5 Leading Whisky Leading Vodka R$ 30.0 > Cachaça Leading R$ 20.0 – 29.0 Price per liter. Source: IWSR and other R$ 6.0 – 19.0 R$ 6.0 < PRIC