Keepers Holdings. Inc · PSE:KEEPR
Keepers — The Keepers Holdings — Q1 2023 Earnings Presentation
15 slides from Keepers's earnings presentation, May 2023
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Slide 2: First Quarter 2023 Results Investor Presentation
The Keepers Holdings, Inc. First Quarter 2023 Results Investor Presentation May 2023
Slide 3: Disclaimer
These presentations and/or other documents have been written and presented by The Keepers Holdings Inc. (KEEPR). KEEPR is solely responsible for the accuracy and completeness of the contents of such presentations and/or other documents. Third parties, other than KEEPR, do not have any responsibility
Slide 4: Opening Remarks
The Keepers Holdings 7 Opening Remarks
Slide 5: Company Overview
The Keepers Holdings 7 Company Overview
Slide 6: Company Overview: Keepers Group
Company Overview: Keepers Group Cosco Capital, Inc. (Lucio Co & Family) 78% The Keepers Holdings, Inc. 100% 100% 100% 100% 50% Fertuna Premier Wine and Meritus Prime Bodegas Williams Montosco, Inc. Spirits, Inc. Distribution, Inc. and Humbert SA Distributions, Inc. 30% Pernod Ricard Philippines LEGE
Slide 7: Key Investment Highlights
Key Investment Highlights Leading market position in the imported spirits distribution segment in the 1 Philippines. High potential for rapid growth in the imported spirits segment on the back of an 2 expansive and well-curated product portfolio. 3 Well-positioned to capture the premiumization consu
Slide 8: Market Leader in the imported spirits distribution segment in Philippines
1 Market Leader in the imported spirits distribution segment in Philippines1 KEEPR has established market leadership in all leading categories of the imported spirits segment1. #1 Non-Cognac Brandy #1 #2 Blended Scotch #1 #2 Malt Scotch #1 #2 US Whiskey #1 Soju #2 Cognac #1 #2 Vodka #1 Gin #2 Rum #1
Slide 9: Well-positioned to capture the premiumization consumer trend in the Philippines
Well-positioned to capture the premiumization consumer trend 3 in the Philippines The spirits segment is undergoing shifts in consumer preferences in favor of higher-quality, premium offerings – a phenomenon that the Group has and will continue to capitalize on to gain ground against local competito
Slide 10: Extensive and long-standing relationships with brand owners who are global market leaders
Extensive and long-standing relationships with brand owners who 4 are global market leaders The Company’s strategic structure ensures a cultural fit with the brand owners and faithfulness to the intricacies of the branding of each product. OVER Constellation Brands 20 YEARS Campari OVER 10 YEARS LES
Slide 11: Financial Highlights
KOONUNGA HILL " Financial Highlights 11
Slide 12: Financial Highlights – 1Q 2023
Financial Highlights – 1Q 2023 (In PHP millions) Revenues Gross Profit and Margin 13,957 +33.6% +34.8% 3,474 11,035 2,939 26.6% 26.8% 27.1% 24.9% 2,169 2,897 582 785 FY2021 FY2022 Q12022 Q12023 FY2021 FY2022 Q12022 Q12023 GP GP Margin EBITDA and Margin Net Profit and Margin +30.1% 2,235 +26.5% 2,647
Slide 13: Cash Dividends History
Cash Dividends History Record Date • Jan 10, 2022 – Php 0.024/share 30% payout of prior year’s NI • Jan 10, 2023 – Php 0.054/share 50% payout of prior year’s NI 13
Slide 14: The Keepers Holdings
The Keepers Holdings FEVER-TREE FEVER-TRES FEVER-T REE 14
Slide 15: Thank You!
Thank You! THIS PRESENTATION HAS BEEN PREPARED BY THE COMPANY WITH PRINCIPAL OFFICE ADDRESS AT NO. 900 ROMUALDEZ ST. PACO, MANILA. 15