Jeronimo Martins, Sgps S.a. · EURONEXT:JMT
Jeronimo Martins, Sgps — Jerónimo Martins — Investor Day (November 2013)
22 slides from Jeronimo Martins, Sgps's investor day presentation, Nov 28, 2013
Slide 1: Investor Day 2013
INVESTOR ~~ DAY 2013 NOVEMBER 28 OPORTO PORTUGAL OQ JERONIMO MARTINS ies \
Slide 2: Group Strategic Vision
Group Strategic Vision INVESTOR DAY 2013
Slide 3: Group Strategic Vision: A Food Company
GROUP STRATEGIC VISION We have always been… We are… We will increasingly be… A FOOD COMPANY
Slide 4: What will JM be by the end of 2016?
What will JM be by the end of 2016? In Eastern Europe In Latin America
Slide 5: Biedronka as main company and growth engine in Poland
A Group that will continue to have Biedronka as its main Company, its growth engine still with potential to grow in POLAND mainly in the proximity segment
Slide 6: Enhancing value in Portugal in a difficult context
A Group that will be enhancing value in PORTUGAL, in a difficult context
Slide 7: Massive roll-out of chosen format in Colombia
A Group that will be massively rolling-out the chosen format and business model in COLOMBIA
Slide 8: Slide 8
Slide 9: Zoom in Poland 2016
ZOOM IN POLAND 2016 Capturing the whole potential of the proximity market • Biedronka as a €12 bn Company in sales* • The undisputed leader in a market still with room to grow • A much more urban company, with adjusted assortment (rural vs. urban) • The most competitive player, leveraging its cost l
Slide 10: Slide 10
Slide 11: Zoom in Portugal 2016
ZOOM IN PORTUGAL 2016 Enhancing Value Creation • A retail Company – Pingo Doce – with reinforced market share and improved efficiency • The non-cash&carry wholesale market being targeted by Recheio (Eg. Food Service) • Recheio building on acquired expertise in selected international markets • Develo
Slide 12: Slide 12
Slide 13: Zoom in Colombia 2016
ZOOM IN COLOMBIA 2016 Acceleration Expansion • Ara - a Company engaged in a massive roll-out of a tested neighborhood format and offer • Operating in at least 3 regions • Understanding the importance of regional specificities • A Company leveraging on a built-from-scratch supply chain
Slide 14: JM in 2016
JM in 2016 A handful of reasons to believe it will be so
Slide 15: A handful of reasons to believe this will be so
JM IN 2016 A handful of reasons to believe this will be so! 1. Our Team 2. Our Drive for Delivery 3. Our Competence to Grow 4. Our Flexibility to Adjust to the Market 5. Our Financial Strength
Slide 16: Reason 1: Our Team
A HANDFUL OF REASONS TO BELIEVE THIS WILL BE SO 1. Our Team We have an experienced and solid Team that was able to cope with the growth effort. In the last three years*, we had: 54,000 recruitments (more than 15 thousand new jobs) 94,000 internal work transfers and promotions Induction of 435
Slide 17: Reason 2: Our Drive for Delivery
A HANDFUL OF REASONS TO BELIEVE THIS WILL BE SO 2. Our Drive for delivery We have proved it in the past… With our internationalization in 1995 With our turnaround in 2002 With the Plus’ stores integration both in Poland and in Portugal in 2008 With the merger of the retail operations in Port
Slide 18: Reason 3: Our Competence to Grow
A HANDFUL OF REASONS TO BELIEVE THIS WILL BE SO 3. Our Competence to Grow We have the skills and competencies to expand fast. In the last 3 years*: We opened more than 720 stores We remodeled more than 360 stores We converted more than 1,700 Biedronka’ stores to the “fresh focus” format * From
Slide 19: Reason 4: Our Flexibility to Adjust to the Market
A HANDFUL OF REASONS TO BELIEVE THIS WILL BE SO 4. Our Flexibility to Adjust to the Market Our commercial dynamics, supported by a strong execution by our Operations, led, in the last 3 years*, to: An average annual sales growth of more than 14% Market share increases in all business areas (Bied
Slide 20: Reason 5: Our Financial Strength
A HANDFUL OF REASONS TO BELIEVE THIS WILL BE SO 5. Our Financial Strength We focus on cash generation and on preserving a strong balance sheet not to mortgage our future. In the last three years*: Net debt decreased c. 350 million euro Gearing (Net Debt vs. Equity) decreased from 63% to 21% * Fr
Slide 21: Disclaimer
Disclaimer Statements in this presentation that are forward-looking statements are based on current expectations of future events and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. The risks and uncertai
Slide 22: Investor Day 2013
INVESTOR ~~ DAY 201: 28 NOVEMBRO PORTO PORTUGAL JQ JERONIMO MARTINS -iew