Fraser & Neave Holdings Bhd. · MYX:F&N
Fraser & Neave Holdings Bhd — 1H FY2021 Earnings Presentation
32 slides from Fraser & Neave Holdings Bhd's earnings presentation, Dec 31, 2024
Slide 1: Presentation by Chief Executive Officer
PRESENTATION BY CHIEF EXECUTIVE OFFICER
Slide 2: Important notice
FRASER & NEAVE HOLDINGS BHD Important notice Certain statements in this Presentation constitute “forward-looking statements”, including forward-looking financial information. Such forward looking statements and financial information involve known and unknown risks, uncertainties and other factors wh
Slide 3: 1H FY2021 F&NHB Group Financial Performance
1H FY2021 F&NHB GROUP FINANCIAL PERFORMANCE
Slide 4: Stronger First Half Amidst COVID-19 Containment Measures
FRASER & NEAVE HOLDINGS BHD Stronger First Half Amidst COVID-19 Containment Measures “ Revenue Operating profit Stronger Q2 FY2021 RM2,175.0 mil RM294.7 mil performance, 2.8% 2.2% driven both by domestic Profit before tax ("PBT") PBT margin sales and exports as well as maiden RM298.3 mil 13.7% contr
Slide 5: F&B Malaysia
FRASER & NEAVE HOLDINGS BHD F&B Malaysia • 13.0% growth for Q2 FY2021 amidst subdued festive celebrations. • Built on our adaptive route-to-market execution and channel strategies to reach out to consumers and meet their expectations. 2Q 2021 v 2Q 2020 • Amidst subdued Chinese New Year festivities d
Slide 6: F&B Thailand
FRASER & NEAVE HOLDINGS BHD F&B Thailand • Supported the trade with value offers and attractive promotions to help hawkers, café and restaurant operators to quickly restart their business activity as economic activities begin to pick up. 2Q 2021 v 2Q 2020 • Revenue grew by 4.3% (+3.8% in THB Terms)
Slide 7: Group Export revenue remained strong, fuelled by Middle East and Africa
Group Export revenue remained strong (+5.7%) fuelled by growth in the Middle East and Africa markets despite COVID-19 uncertainties Revenue from Halal Markets contributed close to RM100m (35% of exports from Malaysia) for 1H FY2021 • Exports ex-Malaysia: + 6.9% vs 1H FY2020 • Exports ex-Thailand: +
Slide 8: Our New Halal Food Pillar - Introduction on Sri Nona
OUR NEW HALAL FOOD PILLAR - INTRODUCTION ON SRI NONA
Slide 9: Nona brand is to spearhead our expansion into Halal Food category
FRASER & NEAVE HOLDINGS BHD Nona brand is to spearhead our expansion into Halal Food category Market Leading Brands Award Winning SKU Healthy Choice No. 1 Rice Cake Producer Oyster Sauce in Malaysia Meets the Nutritional Guidelines set by Health Promotion Board (SG) as Healthier Choice (Lower in Sod
Slide 10: FRASER & NEAVE HOLDINGS BHD
*Malaysia Institute of Food Technology
Slide 11: Golden Award in MIFT Award (2019 Product Innovation)
Golden Award in MIFT Award (2019 Product Innovation for itsFRASER Ketupat PalasHOLDINGS & NEAVE Pulut Hitam) BHD
Slide 12: Meets Nutritional Guidelines as Healthier Choice (Lower in Sodium)
FRASER Meets Nutritional Guidelines set by Health Promotion Board (SG) as Healthier & NEAVE Choice HOLDINGS (Lower BHD in Sodium)
Slide 13: Innovative Cooking Sauces and Sachets that understand local tastes
Innovative Cooking Sauces and Sachets that understand localFRASER tastes& NEAVE HOLDINGS BHD
Slide 14: Interim Dividend
INTERIM DIVIDEND
Slide 15: Interim Dividend Maintained at 27 sen/share
FRASER & NEAVE HOLDINGS BHD Interim Dividend Maintained at 27 sen/share (2020: 27 sen/share) 31 Mar 30 Sep 4 • Takes into account Group’s capital Change position, working capital requirements 2021 2020 and capital expenditure investments. Total equity 1 2,821.2 2,690.4 4.9% • Entitlement date : 20 M
Slide 16: 1H FY2021 Highlights
1H FY2021 HIGHLIGHTS
Slide 17: What's New in FY2021?
FRASER & NEAVE HOLDINGS BHD WHAT’S NEW IN FY2021? F&N ICE MOUNTAIN MINERAL WATER (6L) EST COLA F&N BROWN SUGAR BANDUNG TEAPOT SCM TEAPOT (500g Pouch) SQUEEZE TUBE F&N SPARKLING (STRAWBERRY) GOLD COIN JUARA
Slide 18: Program "Keberkatan Plus Plus"
FRASER & NEAVE HOLDINGS BHD PROGRAM “KEBERKATAN PLUS PLUS” DISTRIBUTING RM1 MILLION WORTH OF PRODUCTS AND DAILY ESSENTIALS TO 20,000 BENEFICIARIES NATIONWIDE, INCLUDING B40 FAMILIES AND 100 UNDERPRIVILEDGED HOMES
Slide 19: Malaysian Recycling Alliance (MAREA)
FRASER & NEAVE HOLDINGS BHD F&NHB teamed up with 9 other key industry leaders in the FMCG sector to establish the Malaysian Recycling Alliance (MAREA). MAREA launched to improve collection and recycling of post- consumer packaging in Malaysia. Visit www.marea.com.my for more info.
Slide 20: Our Latest Awards & Recognition
FRASER & NEAVE HOLDINGS BHD OUR LATEST AWARDS & RECOGNITION PRIME MINISTER’S SILVER AWARD FOR SILVER AWARD FOR BEST INDUSTRY AWARD BEST SUSTAINABILITY EXCELLENCE IN EVENT 2020 REPORTING MARKETING (VIRTUAL) F&N DAIRIES THAILAND FRASER & NEAVE HOLDINGS BHD F&N TEH TARIK SILVER AWARD FOR 9TH GOLD FOR T
Slide 21: Strong Recognition Towards Our Environmental Stewardship
STRONG RECOGNITION TOWARDS PRIME MINISTER’S OUR ENVIRONMENTAL STEWARDSHIP HIBISCUS AWARD 2019/20 A premier environmental award for business and industry in Malaysia endorsed by the Ministry of Environment and Water, which recognises the achievement of top industry players in their efforts towards en
Slide 22: Investing for the Future
INVESTING FOR THE FUTURE
Slide 23: Integrated Warehouse, Shah Alam Plant, Malaysia
FRASER & NEAVE HOLDINGS BHD Integrated Warehouse Shah Alam Plant, Malaysia In progress [Target completion: End of Year 2021] • Integrated warehouse building with Automatic Storage & Retrieval System (ASRS) with capacity to store over 50,000 pallets • Able to maximise storage efficiency, reduce opera
Slide 24: Production Plant for Drinking Water & Warehouse, Kota Kinabalu
FRASER & NEAVE HOLDINGS BHD Production Plant for Drinking Water & Warehouse Kota Kinabalu Industrial Park, Malaysia In Progress [Target completion: End of Year 2021] Photo taken on 15 March 2020 • The investment signals our entry into drinking water business in Sabah • Cost savings by in-sourcing of
Slide 25: New Regional Distribution Centre, Rojana, Thailand
FRASER & NEAVE HOLDINGS BHD New Regional Distribution Centre (“RDC”) Rojana, Thailand In Progress [Target Completion: In Year 2021] • New 20,000 square metres RDC in Rojana, Thailand, equipped with RM57.4 million ASRS. • Fully integrated distribution centre with an enterprise resource planning syste
Slide 26: Solar Photovoltaic (PV) System
FRASER & NEAVE HOLDINGS BHD Solar Photovoltaic (PV) System 3 plants in Malaysia (Shah Alam, Pulau Indah, Bentong) In progress [Target completion: By end of year 2021] • Part of RM30 mil commitment over two years into renewable energy programmes and projects that contribute to energy efficiency and c
Slide 27: Keeping Our People Safe
KEEPING OUR PEOPLE SAFE
Slide 28: Safeguarding the Health & Well-being of Our People
FRASER & NEAVE HOLDINGS BHD Safeguarding the Health & Well-being of Our People Preventive & protective Strict SOPs & restricted Flexible working Help employees to improve measures to safeguard movements at our premises arrangement to ensure their productivity in our employees to ensure proper busine
Slide 29: Outlook and Going Forward
OUTLOOK AND GOING FORWARD
Slide 30: Outlook
FRASER & NEAVE HOLDINGS BHD OUTLOOK • Remain cautious of the local and global uncertainties as the COVID-19 pandemic situation remains fluid and uncertain. • Commodity prices are on an uptrend and expected to rise further. • Continue to develop our rich portfolio of brands and geographical presence,
Slide 31: Input costs are on an uptrend and expected to rise further
FRASER & NEAVE HOLDINGS BHD Input costs are on an uptrend and expected to rise further
Slide 32: Thank You
THANK YOU
Fraser & Neave Holdings — 1H FY2021 Earnings Presentation on 6ix