Heineken Malaysia Bhd. · MYX:HEIM
Heineken Malaysia Bhd — FY2022 Earnings Presentation
16 slides from Heineken Malaysia Bhd's earnings presentation, Feb 24, 2023
Slide 1: Heineken Malaysia Berhad Financial Results (Full Year 2022)
Heineken Malaysia Berhad Financial Results (Full Year 2022) Media & Analyst Briefing | 24 February 2023 6pm-7pm Speakers: Roland Bala, Managing Director Karsten Folkerts, Finance Director 1
Slide 2: Full Year 2022: From Reopening to Recovery
Full Year 2022: From Reopening to Recovery Emerging from the Storm From 1 Apr 2022, Malaysia began transitioning to the endemic phase. Reopening of international borders and revival of tourism aiding recovery of Food & Beverage sector. Transition to Supply Chain disruptions & Government’s Negative L
Slide 3: Consumer Sentiments Index Q4, 2022
Consumer Sentiments Index Q4, 2022 Consumers maintain Source: Malaysian Institute of Economic Research cautiously positive sentiment in 2022 • Present finances unchanged for most • Improvement in jobs, income expectation • Inflation worries continue to soften • Declining spending plans 3
Slide 4: 2022 Highlights
2022 HIGHLIGHTS 4
Slide 5: Heineken® - the World's No. 1 International Premium Beer
Heineken® - the World’s No. 1 International Premium Beer Key campaigns in 2022 Heineken® Refresh Your Music • World famous electropop duo The Chainsmokers headlined major concert in Genting Highlands Heineken® Hotel Takeover • Immersive music, art, wellness and culinary experiences across two weeken
Slide 6: Tiger Beer – Malaysia's No. 1 Beer
Tiger Beer – Malaysia’s No. 1 Beer Key campaigns in 2022 Tiger CNY: The Year We ROAR Together • Exciting CNY festive promotions with an exciting campaign across all channels, bridging physical and digital. Tiger Street Food Festival • Two-weekend-long festival bringing together the best of Malaysian
Slide 7: Guinness – The World's No. 1 Stout
Guinness – The World’s No. 1 Stout Key campaigns in 2022 Guinness St. Patrick’s Festival • Guinness rewarded fans who get the gang back together with exciting activities in conjunction with the St. Patrick’s celebration. House of Guinness • Revolutionary consumer experience for fans to discover the
Slide 8: Edelweiss – the Premium Wheat Beer Born in the Alps
Edelweiss – the Premium Wheat Beer Born in the Alps Key campaigns in 2022 Chalet Edelweiss • A unique experience that transports guests from the heat of the tropics to the sweeping horizons of the alps, right here in Malaysia. • Consumers immersed themselves in the true nature of Edelweiss and were
Slide 9: Every Hour is Happy Hour with Star Bar, a new feature on Drinkies
Every Hour is Happy Hour with Star Bar, a new feature on Drinkies HEINEKEN Malaysia Star Bar • With over 90 outlets available as HEINEKEN Malaysia Star Bar partners, consumers can purchase vouchers via Star Bar on the Drinkies app and redeem their favourite beers at any Star Bar outlet of their choi
Slide 10: Sustainability Highlights
Sustainability Highlights Net Zero Carbon Emissions • CO2 emissions in production reduced by 49% vs 2018 baseline • Transitioned to 100% renewable electricity via the Malaysian Renewable Electricity Certificate (mREC) programme since March 2022. • On-site renewable electricity generation (Solar PV)
Slide 11: Full Year 2022 Financial Highlights
Full Year 2022 Financial Highlights Increase in sales volume following the reopening of international Profit borders, increased on-trade Revenue Before Tax Net Profit consumption, as well as a positive mix impact from premium portfolio growth. Q4 2022 vs + 14% + 24% + 9% Lower comparison vs 2021 as
Slide 12: Comparison against pre-pandemic levels
Comparison against pre-pandemic levels The Group’s Full Year 2022 performance has accelerated above 2019 levels. Profit The Group remains Revenue Before Tax Net Profit cautious due to: • Ongoing supply Full Year 2022 vs + 23% + 45% + 32% disruptions Full Year 2019 from RM2.32 billion from RM412 mill
Slide 13: Proposed Dividend
Proposed Dividend Single Tier Final Dividend Single Tier (Subject to approval of the Interim Dividend shareholders at the forthcoming Dividend Payout (Paid in November 2022) AGM – to be paid in July 2023) representing 40 sen 98 sen 101% per stock unit per stock unit of Full Year 2022 Profit After Ta
Slide 14: 2023 Outlook
2023 Outlook The business environment in 2023 is expected to remain volatile and challenging given continued pressure from: • rising cost of living and the impact on consumer sentiment • global supply chain disruptions due to geopolitical conflicts • recessionary pressures from leading economies We
Slide 15: EverGreen strategy pillars
FUND THE RAISE THE BAR ON BECOME THE BEST UNLOCK THE FULL DRIVE SUPERIOR GROWTH SUSTAINABILITY & CONNECTED POTENTIAL OF OUR GROWTH RESPONSIBILITY BREWER PEOPLE With consumer Cost & Value to drive Deliver on our ambition Accelerate digital & Promote a high- centricity, shape & lead efficiency, enabli
Slide 16: HEINEKEN
HEINEKEN
Heineken Malaysia Berhad — FY2022 Earnings Presentation on 6ix