Fraser & Neave Ltd. · SGX:F99

Fraser & Neave — Investor Presentation (August 2013)

15 slides from Fraser & Neave's investor presentation, Aug 27, 2013

  1. Slide 1: Sharpening Our Focus on F&B

    Fraser & Neave, Limited Sharpening Our Focus on F&B 27 August 2013

  2. Slide 2: Content Page

    Content Page 2 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 which may cause the actual resul

  3. Slide 3: Content Page

    Content Page 3 Section Page Section A Overview of F&N 4 Section B Strategies In Place 6 Section C Overview of P&P 15

  4. Slide 4: F&N continues to be a formidable and leading F&B player in ASEAN

    F&N continues to be a formidable and leading F&B player in ASEAN 4 Food & Beverage  # 1 soft drinks brand in Malaysia  # 2 soft drinks brand in Singapore  # 1 in isotonic drinks in Singapore and Malaysia  Market leader in dairy products  #1 pasteurised juice and liquid milk in Singapore  #1 ca

  5. Slide 5: F&N is expected to retain its position among the largest food and beverage companies

    F&N is expected to retain its position among the largest food and beverage companies listed on the SGX-ST 5 LTM Revenue ended 30 June 2013 (S$m) 6,326 2,312 1,010 623 614 556 503 Thai Beverage F&N QAF Petra Foods Del Monte Pacific Super Group Yeo Hiap Seng LTM EBITDA ended 30 June 2013 (S$m) 957 270

  6. Slide 6: Accelerate growth through our F&B strategies

    Accelerate growth through our F&B strategies 6 1 Build on leading brands 6 2 Deliver Focus on shareholder extending reach in value ASEAN Leading ASEAN 5 F&B Player 3 Strong balance Leverage and sheet to pursue build on strategic growth alliances opportunities 4 Sharpen management focus and develop s

  7. Slide 7: Portfolio of powerful regional brands

    1 Portfolio of powerful regional brands 7 Non-Beer Established and Reputable Brand  One of the most established and No. 1 isotonic drink successful brands in ASEAN in Singapore and Malaysia  Long heritage with founding of soft drinks business in 1883  Exciting and extensive portfolio of No. 1 F&B

  8. Slide 8: Dominant position in Myanmar's growing beer market

    1 Dominant position in Myanmar’s growing beer market 8 Beer Others 17% No. 1 (2) Brewer in Myanmar Myanmar Beer 83% market share by  Market leadership volume(1) (%)  Control of direct distributorship  Capacity upgrading completed in FY2012 to seize growth opportunities Significant Beer Market Gro

  9. Slide 9: Harnessing stable cash flows from entrenched market leadership positions in core markets

    1 Harnessing stable cash flows from entrenched market leadership positions in core markets 9 Business Key Brands Region Position (1) Market Volume CAGR 2007-2017F No.1 beverage Malaysia 5.4% player Soft Drinks No.1 in isotonic Singapore segment; No. 2 in 2.9% Singapore Malaysia No.1 canned milk 3.1%

  10. Slide 10: Extend presence and penetrate new markets through partnerships and networks

    2 Extend presence and penetrate new markets through partnerships and networks 10 Accelerate Strategic Expansion Across ASEAN (Indo-China)(3)  Focus on core markets in Myanmar Laos Vietnam ASEAN  Large population of ~600m Cambodia  Tap rising affluence and preference for healthier Thailand Philipp

  11. Slide 11: Considerable untapped growth potential in ASEAN region

    2 Considerable untapped growth potential in ASEAN region 11 Growth Opportunities in ASEAN Non-Alcoholic Beverage(1) Market (2012-2017F) CAGR (2) 242m Indonesia 95m Philippines 70m Thailand 108m Indo-China 29m Malaysia 5m Singapore 48m Myanmar 5.8% 3.2% 3.9% 11.8% 4.7% 1.9% 4.3% 27,048 Denotes Popula

  12. Slide 12: Build on strong alliances with international brands with a focus on ASEAN

    3 Build on strong alliances with international brands with a focus on ASEAN 12 Enhancing Returns Through Value-Added Solutions Partnerships $ $ Extend Distribution Build Brand $ Product Line Expansion Awareness $ Coverage Recent Developments  Import and distribute in Malaysia  Future Development 

  13. Slide 13: Sharpen management focus to drive growth, optimize cost structure and improve profitability

    4 Sharpen management focus to drive growth, optimize cost structure and improve profitability 13 Sharpen Focus and Drive Growth Restructured senior management team brings dedicated focus on growing the F&B business Mr Koh Poh Tiong  Chairman of the F&B Board Committee  Advisor to the F&N Board  F

  14. Slide 14: Proven track record and strong balance sheet

    5 Proven track record and strong balance sheet 14 Strong financial flexibility to undertake inorganic and organic growth opportunities  Net Cash as at 30 June 2013(1): S$903 million  Net Cash per Share (2): S$0.63 5 Year Historical Revenue LTM Revenue ended 30 June 2013 (S$m) CAGR: 3% 2,347 2,312

  15. Slide 15: Established publishing and printing business

    Established publishing and printing business 15 One of the most reputable names in publishing, printing, distribution and retail in the Asia-Pacific Publishing Printing Retail & Distribution  Leading Educational  Provides complete  A leading distributor of books and magazines Publisher in Singapo

Fraser & Neave — Investor Presentation (August 2013) on 6ix