Pernod Ricard SA · EURONEXT:RI
Pernod Ricard SA — Investor Presentation (May 2009)
27 slides from Pernod Ricard SA's investor presentation, May 2009
Slide 1: The Absolut Company
KETIL CEO, TheERIKSEN Absolut Company
Slide 2: Overview
OVERVIEW - Introduction - Business at acquisition - The strategic challenge - Integration - Business status - Future outlook
Slide 3: Introduction
INTRODUCTION
Slide 4: 30 Years of Success
30 YEARS OF SUCCEHS§s Hii) MT 3 ¢. J P pain # ome " buthe eae The Absolut Compary Di Pamod Risard
Slide 5: Absolut Sales 1979 - 2008
ABSOLUT SALES 1979 - 2008 Millions of litres Source: ABSOLUT
Slide 6: Business at Acquisition
BUSINESS AT ACQUISITION The Absolut Compary OL Pamod Risard
Slide 7: In an Absolut World 1.0
IN AN ABSOLUT WORLD 1.0 5% The Absolut Compary Pamod Risard
Slide 8: Strong Innovation Pipeline
STRONG INNOVATION PIPELINE RUBY RED |ACVOL. (20 PROOF] 750 RL, SO%ALE/VOL, (109 PROOF) 1 uTER IMPORTED The Absolut Compary Pemaod Ricard
Slide 9: Absolut US Depletions 2004 - 2007
ABSOLUT US DEPLETIONS 2004 -2007 Rolling 12-Month Depletions (‘000 9-litre Cases) 2004 2005 2006 2007 Source: ABSOLUT
Slide 10: The Strategic Challenge
THE STRATEGIC CHALLENGE The Absolut Compary OL Pemod Ricard
Slide 11: A Complete, Premium Quality Portfolio
A COMPLETE, PREMIUM QUALITY PORTFOLIO
Slide 12: Distribution Network - Before Pernod Ricard
DISTRIBUTION NETWORK Before Pernod Ricard Route-to-market Above par On par Below par
Slide 13: Distribution Network - With Pernod Ricard
DISTRIBUTION NETWORK With Pernod Ricard Route-to-market Above par On par Below par
Slide 14: Integration
INTEGRATION
Slide 15: Organization
Z 2 fa < = Z <x O co O The Absolut Compary Pemod Ricard
Slide 16: Brand Immersion
5% The Absolut Compary Pamod Risard
Slide 17: Brand Transition
BRAND TRANSITION The Absolut Compary OL Pamod Risard
Slide 18: Financial Deliverables
FINANCIAL DELIVERABLES 5% The Absolut Compary Pamod Risard
Slide 19: Business Status
Le, ERS The Absolut Company Parred Rice. ned Riccrd BUSINESS STATUS oni
Slide 20: Market Share Development
MARKET SHARE DEVELOPMENT +2 5 ,1% % 2 9,6 + -3,2 % +10,3% +4,5% +4 ,4% ,2% +1 5 +17,4 % % +6,3 Source: AC Nielsen (March 2009, rolling 12-month)
Slide 21: Growth Potential in New Economies
GROWTH POTENTIAL IN NEW ECONOMIES
Slide 22: Future Outlook
Le, ERS The Absolut Company Parred Rice. ned Riccrd FUTURE OUTLOOK oni
Slide 23: The Vodka Category
THE VODKA CATEGORY TOP INTERNATIONAL SPIRIT CATEGORIES 2007 GLOBAL MARKET GROWTH Million 9 l cases Value growth CAGR, 2001-2007 Source: IWSR 2007
Slide 24: Total global vodka volume 2007
Total global vodka volume 2007 The four biggest markets represent 79% of the global vodka consumption 518 M9l cases (+1% CAGR 04-07) Source: IWSR 2007
Slide 25: Total global premium vodka volume 2007
Total global premium vodka volume 2007 The ten biggest markets represent 75% of the global premium vodka consumption 23 M9l cases (+10% CAGR 04-07) Source: IWSR 2007
Slide 26: High Growth Vodka Markets in Percentage
HIGH GROWTH VODKA MARKETS IN PERCENTAGE Over 500 k9L cases in CAGR% Source: IWSR 2007
Slide 27: Thank You
THANK YOU j a. gain yu N wich ft alte mn procteuced ul. the, 40% ALC./VOL. (80 PROOF) 750 MI. IMPORTED 5% The Absolut Compary Pamod Risard