Asahi Group Holdings Ltd · TSE:2502
Asahi — Investor Presentation (May 2018)
17 slides from Asahi's investor presentation, May 2018
Slide 1: Western Europe Business: We are Asahi Europe
Western Europe Business We are Asahi Europe May 2018 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 2: Our Vision
Our Vision Asahi Europe will become a global premium beer powerhouse 1 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 3: How will we achieve our vision?
How will we achieve our vision? どのようにしてビジョンを実現するか？ By leveraging our strengths and existing success models 自らの強みとこれまでの成功モデルを活かす + applying a challenger mindset to everything we do あらゆることに対しチャレンジャーマインドセットを発揮する 2 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 4: How will we deliver our growth plans?
How will we deliver our growth plans? どのようにして成長を実現させるか？ Growth Engines Rockets • Full potential mindset and • Focus on global cities with high strategies premium consumption マインドセットと戦略の潜在能力を最大化 プレミアム商品の消費力がある世界的都市へ注力 • Opportunity-led portfolios and • Global brand-led portfolios and unified brand pl
Slide 5: Org chart
Org chart 4 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 6: What will be our competitive advantages?
What will be our competitive advantages? 我々の競争優位性は？ People 人材 Capable and committed individuals who balance strategy and execution 戦略策定と戦略遂行力のバランスがあり、能力が高く、コミットした人材 Brand Portfolio ブランドポートフォリオ A differentiated, world-class brand portfolio 差別化された世界レベルのブランドポートフォリオ 5 Copyright © ASAHI GROUP HOLDINGS. A
Slide 7: Presentation format
Presentation format Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 8: What will be our competitive advantages?
What will be our competitive advantages? 我々の競争優位性は？ People 人材 Capable and committed individuals who balance strategy and execution 戦略策定と戦略遂行力のバランスがあり、能力が高く、コミットした人材 Brand Portfolio ブランドポートフォリオ A differentiated, world-class brand portfolio 差別化された世界レベルのブランドポートフォリオ Insights インサイト Great insights transla
Slide 9: How will we unleash our Challenger Mindset?
How will we unleash our Challenger Mindset? どのようにして我々のチャレンジャーマインドセットを発揮するのか？ • Setting aspirational objectives チームとして目指せるレベルの高い目標を設定する • Owning the performance 実行への責任を持つ • Focusing on what really matters 本当に重要なことへ注力する 8 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 10: Growth Engines
Growth Engines ※Growth Enginesは、イタリア、オランダ、イギリスの3ヵ国 Driving strong and sustainable performance: 強力で持続的な成果を生みだしていく • Drive top-line growth 売上成長を目指す • Capture new opportunities through innovation イノベーションを通じて新たな機会を捉える • Optimize fixed costs 固定費を最適化する • Enhance capabilities 能力を向上させる 9 Copyright © ASAHI G
Slide 11: Positioning "Rockets"
Positioning “Rockets” ※Rocketsは、イタリア、オランダ、イギリス以外の国・エリア For disproportional long-term success: 長期的な桁外れの成長基盤の実現に向けて • Repatriate markets 自社販売網の再構築 • Build partnerships パートナーシップを構築する • Sell a portfolio ポートフォリオを活用する • Develop capabilities 能力を開発する 10 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 12: Market overview – United Kingdom
Market overview – United Kingdom 2017 Total 4,458 ‘000KL ＣＡＧＲ （2012-2017） Asahi Total Market Share 4％ -0.2％ Super Premium +8.6％ 19％ Premium +0.8％ 26％ Mainstream -2.6％ 53％ Discount -7.7％ 2％ 11 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 13: Market overview - Italy
Market overview - Italy ＣＡＧＲ 2017 Total 1,780 ‘000KL （2012-2017） Asahi Total Market Share 19% +1.1％ Super Premium +3.8％ 26％ Premium -2.1％ 24％ Mainstream +2.8％ 37％ Discount -1.6％ 13％ 12 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 14: Market overview - Netherlands
Market overview - Netherlands 2017 Total 1,222 ‘000KL ＣＡＧＲ Asahi Total Market Share 14% （2012-2017） +0.1％ Super Premium +4.7％ 6％ Premium +2.9％ 19％ -0.2％ Mainstream 54％ Discount -2.6％ 21％ 13 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 15: Financials
Financials Guidelines for the next 3+ years 3年程度先を見据えたガイドライン Revenue：Average annual growth rate in the high single digits 売上収益：1桁台後半の年平均成長率 Core operating profit：Average annual growth of +/- 10% 事業利益：10％前後の年平均成長率 2017 Results and 2018 Forecast (excluding foreign exchange impacts associated with conv
Slide 16: We are Asahi Europe … and the future is ours!
We are Asahi Europe … and the future is ours! Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 17: Information in this material is not intended to solicit sale or purchase of shares
Information in this material is not intended to solicit sale or purchase of shares in Asahi Group Holdings. The views, estimates and other information expressed in this document are based on the company's judgment at the time of publication, and no guarantees are provided regarding the accuracy of s
Asahi Group Holdings — Investor Presentation (May 2018) on 6ix