Coca-cola Hbc Ag · LSE:CCH
Coca-cola Hbc — Investor Presentation (July 2025)
27 slides from Coca-cola Hbc's investor presentation, Jul 15, 2025
Slide 1: Bitesize Investor Series: Nigeria
Bitesize Investor series Nigeria Deep foundations, long-term growth Coca-Cola HBC 15 July 2025
Slide 2: Introduction and strategic context
Coca-Cola HBC Bitesize July 2025 Introduction and strategic context Naya Kalogeraki Chief Operating Officer 2
Slide 3: Our diversified footprint across Europe and Africa underpins our growth ambitions
Coca-Cola HBC Bitesize July 2025 Our diversified footprint across Europe and Africa underpins our growth ambitions Established 22% 33% 33% Profitable revenue creator of volume of revenue of EBIT Developing 16% 22% 19% Driver of volume & price / mix growth of volume of revenue of EBIT Emerging 62% 45
Slide 4: Why Nigeria?
Coca-Cola HBC Bitesize July 2025 Why Nigeria? Where it all began Where we are now The opportunity ahead A.G. Leventis founded the 15% No 1 in • Largest population in Africa of Nigerian Bottling Company (NBC) of Group Sparkling ~230m3 in Lagos in 1951 volumes1 54% Share of Sparkling2 • Culturally div
Slide 5: Our winning formula for success in emerging markets
Coca-Cola HBC Bitesize July 2025 Our winning formula for success in emerging markets Nigeria: Our strategy and investing for growth and consistently delivering mindset in EMs set us apart • Joint system investment of over 5-year volume growth €1.5bn in Nigeria in last 10 years CAGR1 10% • Local kn
Slide 6: Nigeria: Deep foundations, long-term growth
Coca-Cola HBC Bitesize October 2024 Nigeria Deep foundations, long-term growth Goran Sladic General Manager, Nigeria Dayo Adefulu Trade Marketing Director, Nigeria 6
Slide 7: The Nigeria story in three chapters
Coca-Cola HBC Bitesize July 2025 The Nigeria story in three chapters 01 Driving growth in an attractive market 02 Winning with our bespoke capabilities 03 Unlocking future value 7
Slide 8: The Nigeria story in three chapters
Coca-Cola HBC Bitesize July 2025 The Nigeria story in three chapters 01 Driving growth in an attractive market 02 Winning with our bespoke capabilities 03 Unlocking future value 8
Slide 9: A unique market which gives us abundant opportunities to grow
Coca-Cola HBC Bitesize July 2025 A unique market which gives us abundant opportunities to grow Ethnically diverse Culturally rich Digital first Entrepreneurially >300 tribes #3 fastest growing 73% internet access3 forward 500+ languages music genre1 $1.2t digital SMEs 50% of GDP6 #2 film industry2 p
Slide 10: Attractive demographics with a significant opportunity to drive consumer recruitment
Coca-Cola HBC Bitesize July 2025 Attractive demographics with a significant opportunity to drive consumer recruitment Economically diverse Attractive industry Young, growing Low Sparkling volume outlook population1 consumer base2 Per Capita Consumption (PCC)3 17yrs 70% Affluent urban: avg age under
Slide 11: Leveraging our 24/7 portfolio to win in Nigeria
Coca-Cola HBC Bitesize July 2025 Leveraging our 24/7 portfolio to win in Nigeria Sparkling Energy Juices Premium Spirits +11% +97% +12% +44% 5Y volume CAGR 5Y volume CAGR 5Y volume CAGR 5Y volume CAGR Core driver of Growth engine Locally relevant Driver of mixability growth premium offer and premium
Slide 12: Recruiting GenZ consumers through Coke Studio
Coca-Cola HBC Bitesize July 2025 Recruiting GenZ consumers through Coke Studio 3 global artists with 10m consumers reached >400m bottles sold 18m combined followers 1 through live experiences with artist labels ASAKE Driving transactions in a meaningful way +1m Weekly+ consumers in 20242 1. Instagra
Slide 13: Leveraging football partnerships to drive growth in Predator
Coca-Cola HBC Bitesize July 2025 Leveraging football partnerships to drive growth in Predator Global football partnership with While also driving grassroots engagement Chelsea FC within Nigeria Accelerating volume and leadership +150% #1 Predator market globally 2 4Y volume CAGR 1 5 years post launc
Slide 14: The Nigeria story in three chapters
Coca-Cola HBC Bitesize July 2025 The Nigeria story in three chapters 01 Driving growth in an attractive market 02 Winning with our bespoke capabilities 03 Unlocking future value 14
Slide 15: Track record of navigating a diverse emerging market
Coca-Cola HBC Bitesize July 2025 Track record of navigating a diverse emerging market Nigeria has not c70% Naira depreciation 2024 vs 20222 25% headline inflation been without rate average 2022-241 Lack of hard currency and challenges… bank note crisis …but we have a track record of Volume growth of
Slide 16: CCH bespoke capabilities enable us to win in the market
Coca-Cola HBC Bitesize July 2025 CCH bespoke capabilities enable us to win in the market 16
Slide 17: Our bespoke capabilities are purpose-built to win in Nigeria
Coca-Cola HBC Bitesize July 2025 Our bespoke capabilities are purpose-built to win in Nigeria RGM RTM Digital Commerce DIA • Dynamic pricing: • Fragmented market, • Customer Portal • Leveraging Segmented 16 pricing actions in with 1m outlets – 47% of total volume Execution to maximise 2023 and 2024
Slide 18: DIA is driving recruitment and premiumisation with enhanced segmentation
Coca-Cola HBC Bitesize July 2025 DIA is driving recruitment and premiumisation with enhanced consumer and customer segmentation 18
Slide 19: Leveraging this new approach to drive growth
Coca-Cola HBC Bitesize July 2025 Leveraging this new approach to drive growth • Linking consumer and customer datasets to Encouraging initial results in test outlets personalise consumer communications • Enhancing existing salesforce tools to drive change 7% higher volumes per outlet • Sizeable and
Slide 20: Culture and capabilities in action
Coca-Cola HBC Bitesize July 2025 Culture and capabilities in action 20
Slide 21: The Nigeria story in three chapters
Coca-Cola HBC Bitesize July 2025 The Nigeria story in three chapters 01 Driving growth in an attractive market 02 Winning with our bespoke capabilities 03 Unlocking future value 21
Slide 22: Confidence in the mid-term in Nigeria
Coca-Cola HBC Bitesize October 2024 Confidence in the mid-term in Nigeria • Double-digit organic revenue growth • Margin improvement
Slide 23: We continue to see future profitable growth opportunities
Coca-Cola HBC Bitesize July 2025 We continue to see future profitable growth opportunities Unlocking PCC Winning in the market Investing in the future potential • Scale consumer and customer • Investment of €1bn by The • Consumer recruitment segmentation Coca-Cola Company system over the next 5 year
Slide 24: Committed to investing in a sustainable future in Nigeria
Coca-Cola HBC Bitesize July 2025 Committed to investing in a sustainable future in Nigeria A fully owned profitable business model COLLECTION RECYCLING SOCIAL Feedstock ownership rPET cheaper than vPET Social impact created 2025: first HUB in Lagos went live 13,000 MT >1000 capacity per year new job
Slide 25: The Nigeria story in three chapters
Coca-Cola HBC Bitesize July 2025 The Nigeria story in three chapters 01 Driving growth in an attractive market 02 Winning with our bespoke capabilities 03 Unlocking future value 25
Slide 26: Bitesize Q & A
Bitesize Investor series Q& A 26
Slide 27: Forward-looking statement
Coca-Cola HBC Bitesize July 2025 Forward-looking statement This document contains forward-looking statements that involve risks and uncertainties. These statements may generally, but not always, be identified by the use of words such as ‘believe’, ‘outlook’, ‘guidance’, ‘intend’, ‘expect’, ‘anticipa