Pernod Ricard SA · EURONEXT:RI
Pernod Ricard SA — Asia Conference 2011
25 slides from Pernod Ricard SA's conference presentation, Mar 21, 2011
Slide 1: Asia Conference
ASIA CONFERENCE March 21st, 2011
Slide 2: Asia is a dynamic market place with strong prospects
Asia is a dynamic market place with strong prospects 2 Large, young and growing population Good economic prospects Population GDP 3.9B +1% F2010 vs 2009 +5.4% CAGR 2010-2012F Young adults (18 – 29yo) Middle Class 20% of total +1% F2011 vs 2010 525M in 2009 + 1.2B by 2020 Spending to triple by 2020 P
Slide 3: Asia is a dynamic market place with strong prospects
Asia is a dynamic market place with strong prospects 3 Growing Western Style Wines & Spirits but still small percentage of total alcohol Unit: 9L case Growth: 2010F vs 2009 Western Style Wines & Spirits 432M (*22%) Growth +6% Wines & Spirits 2.0B All Alcohol Growth +4% 8.5B Imported Wines & Spirits
Slide 4: Asia is the key driver of Pernod Ricard growth
Asia is the key driver of Pernod Ricard growth 4 Asia & RoW vs Total Pernod Ricard Asia Net sales Operating profit Index 100 in 05/06 200 23% 28% Net Sales 2005/06 190 180 Operating Profit 72% 77% 170 160 150 140 130 2009/10 32% 32% 120 68% 68% 110 100 05/06 06/07 07/08 08/09 09/10 Asia & RoW Rest o
Slide 5: Asia is the key driver of Pernod Ricard growth
Asia is the key driver of Pernod Ricard growth 5 Asia & RoW vs Total Pernod Ricard Asia Net sales Operating profit Index 100 in 09/10 H1 09/10 H1 10/11 30% 29% H1 09/10 153 70% 71% 138 100 100 H1 10/11 34% 35% 66% 65% Net Sales Operating Profit Asia & RoW Rest of Group Asia represented nearly 80% of
Slide 6: Pernod Ricard is the leading International Wines & Spirits player in Asia
6 Pernod Ricard is the leading International Wines & Spirits player in Asia • Expanding market share ahead of competitors • The best coverage – Largest owned and managed distribution network – 14 affiliates – Leading position in largest markets • The best portfolio – Only player combining Scotch, Co
Slide 7: Expanding market share ahead of competitors
Expanding market share ahead of competitors 7 Volume market share Western Style Spirits 12% Pernod Ricard 9% International Competitor 1 International Competitor 2 4% 3% 1% 1% 05/06 09/10 Source: Pernod Ricard Market Estimate, Feb 2011
Slide 8: Largest owned and managed distribution network
Largest owned and managed distribution network 8 14 Affiliates Seoul Tokyo Shanghai Delhi + Dubai Hong Kong Taipei Manila Bangkok HCMC Kuala Lumpur April 2011 Singapore Jakarta
Slide 9: Leading position in China
Largest owned and managed distribution network 9 Leading position in the 2 key strategic markets China and India CHINA 2nd largest Pernod Ricard Market Market Position: No. 1 Index 100 in 05/06 Index 100 in 09/10 450 H1 09/10 H1 10/11 163 Market Share Net Sales Volume 05/06 09/10 400 145 Imported Sp
Slide 10: Leading position in India
Largest owned and managed distribution network 10 Leading position in the 2 key strategic markets China and India INDIA 5th largest Pernod Ricard Market Market Position: No. 1 Index 100 in 05/06 Index 100 in 09/10 H1 09/10 H1 10/11 160 350 Market Share 148 Volume 05/06 09/10 Net Sales Operating Segm
Slide 11: Upcoming leader in Vietnam
Largest owned and managed distribution network 11 Upcoming leader in a new potential market Set up of Pernod Ricard Vietnam (April 2011) VIETNAM Market Position: No. 2 Index 100 in 05/06 Index 100 in 09/10 400 H1 09/10 H1 10/11 Market Share 184 187 Volume 05/06 09/10 Imported Spirits 350 Net Sales O
Slide 12: The best portfolio: strong position in key categories
The best portfolio 12 Strong position in key categories Scotch Whisky Super Premium+1 Cognac Market Share 05/06 09/10 Market Share 05/06 09/10 Pernod Ricard 46% 43% Martell 22% 36% International International Brand 40% 42% 46% 41% Competitor 1 Competitor 1 International International Brand 0% 2% 20%
Slide 13: Indisputable leader in Prestige
The best portfolio 13 Indisputable leader in Prestige Prestige - Total Scotch Whisky Cognac 3% 8% Market Share 05/06 09/10 9% Pernod Ricard 42% 55% 34% 41% 51% 32% International 30% 24% Competitor 1 22% International 9% 8% Royal Salute Martell Competitor 2 Ballantine's International Competitor 1 Int
Slide 14: Building Prestige Brands: Asia Duty Free
True expertise in brand building and customer management 14 Building Prestige Brands • Pernod Ricard ASIA DUTY FREE MARTELL BOUTIQUE - Kuala Lumpur Airport Malaysia - Grand Opening 28th Dec 2010 • After Hong Kong Airport in early 2010, the pinnacle in luxury spirits retailing, where consumers not on
Slide 15: Building Prestige Brands: Korea
True expertise in brand building and customer management 15 Building Prestige Brands • Pernod Ricard KOREA ROYAL SALUTE 62 GUN SALUTE launch – Seoul Korea - 30 Sept 2010 • Prestigious event using the latest 3D technology and a targeted media plan to launch this ultimate Royal Salute reference
Slide 16: Building Prestige Brands: Taiwan
True expertise in brand building and customer management 16 Building Prestige Brands • Pernod Ricard TAIWAN MALT & WHISKY GALLERY - Kaohsiung Taiwan - February 2011 • A showcase liquor store in Kaohsiung, Taiwan’s 2nd largest city, dedicated to Pernod Ricard’s whisky portfolio Custom-designed Galler
Slide 17: Innovation: China
True expertise in brand building and customer management 17 Innovation • Pernod Ricard CHINA CHIVAS JAMES & JOHN 360 activation 24 Nov-31 Dec 2010 • Launch of a new Chivas Regal range extension dedicated to trendy Chinese Consumers
Slide 18: Innovation: Korea
True expertise in brand building and customer management 18 Innovation • Pernod Ricard KOREA IMPERIAL 19 QUANTUM launch - 16 Nov 2010 • New design codes coming from the luxury perfume world applied to the new Ultra Prestige reference of Imperial
Slide 19: Innovation: China
True expertise in brand building and customer management 19 Innovation • Pernod Ricard CHINA ABSOLUT 72 TRANSFORMATION - artist Gao u & photographer Chen Man collaboration - July 2010 • Exclusive co-creation with famous Chinese artists appealing to the artists’ community and trend setters
Slide 20: International Sponsorship: Asia
True expertise in brand building and customer management 20 International Sponsorship • Pernod Ricard ASIA BALLANTINE’S CHAMPIONSHIP 2011 pan-regional reach, Blackstones Golf Club – Korea 26-29 April 2011 • Pan Asian activation: (Korea, China, Taiwan, Japan and Asia Duty Free) Now in its fifth year
Slide 21: International Sponsorship: India, China and Gulf
True expertise in brand building and customer management 21 International Sponsorship • Pernod Ricard INDIA, CHINA and GULF ROYAL SALUTE Polo The Royal Salute Maharaja of Jodhpur Golden Jubilee Cup (Jodhpur Dec 2010) The Royal Salute Gold Cup with Liu Shi Lai’s new Polo Club (Shanghai & Beijing 2011
Slide 22: Mega Local events: Thailand
True expertise in brand building and customer management 22 Mega Local events • Pernod Ricard THAILAND ABSOLUT PARC - Bangkok Thailand - 10 Nov-3 Dec 2010 • 24 consecutive day outdoor brand experience, held in the most prominent location in the heart of the city. Phenomenal brand awareness and expos
Slide 23: Delivering successful results
True expertise in brand building and customer management 23 Delivering successful results • Pernod Ricard INDIA 20 M 9LC/ 10 M 9LC ROYAL STAG SOLD IN 2010 - New Delhi - 28 February 2011 • To celebrate this double achievement Patrick Ricard, Pierre Pringuet and Pierre Coppere joined Param Uberoi (Cha
Slide 24: CSR involved
CSR involved 24 Responsible Drinking Respecting the Environment A Leader in Corporate Social Responsibility in 5 key areas Working with Road Traffic Police Seoul , “Water Conservation Project” 2010 India, since 2005 Promoting Entrepreneurship Employee Engagement Sharing Culture “One Rupee Fund” “CSR
Slide 25: Best positioned to leverage Asian growth opportunities
25 is best positioned to leverage Asian growth opportunities