Heineken Malaysia Bhd. · MYX:HEIM
Heineken Malaysia Bhd — H1 2023 Earnings Presentation
18 slides from Heineken Malaysia Bhd's earnings presentation, Aug 15, 2023
Slide 1: Heineken Malaysia Berhad Financial Results (1H 2023)
Heineken Malaysia Berhad Financial Results (1H 2023) Media & Analyst Briefing | 15 August 2023 6pm-7pm Speakers: Roland Bala, Managing Director Karsten Folkerts, Finance Director 1
Slide 2: 1H 2023: Rising Cost of Living
1H 2023: Rising Cost of Living Softening Consumer Sentiment Global uncertainties, including supply chain disruptions and inflationary pressures, persist. Increasing cost of living dampening consumer spending. Consumer confidence wavering due to uncertain economic landscape. 2
Slide 3: Consumer Sentiments Index Q2, 2023 Extended Downtrend
Consumer Sentiments Index Q2, 2023 Extended Downtrend Source: Malaysian Institute of Economic Research Consumer sentiments have decreased markedly quarter-on- quarter to 90.8 (a drop of 8.4 points), albeit a slight improvement year-on- year from 86.0. - Consumer sentiment drops - Current finances wo
Slide 4: Heineken® - the World's No. 1 International Premium Beer
Heineken® - the World’s No. 1 International Premium Beer Key campaigns in 1H 2023 Heineken® Ghosted Bar • Heineken® encouraged consumers to practice work- life balance by hosting activations at bars, encouraging Malaysians to clock out on time and socialise with their friends. • Won 1 Bronze Lion at
Slide 5: Tiger Beer – Malaysia's No. 1 Beer
Tiger Beer – Malaysia’s No. 1 Beer Key campaigns in 1H 2023 Tiger CNY Festive Campaign • In addition to exciting CNY festive promotions, Tiger collaborated with local artists to with an exciting campaign across all channels, bridging physical and digital. Tiger Den • Tiger rolled out the immersive T
Slide 6: Guinness – The World's No. 1 Stout
Guinness – The World’s No. 1 Stout Key campaigns in 1H 2023 Guinness St. Patrick’s Festival • Guinness brought fans together to celebrate their loved ones – their true lucky charms – with a series of activations at participating bars and pubs. Guinness Harvest Festival • Guinness celebrated with its
Slide 7: Edelweiss – the Premium Wheat Beer Born in the Alps
Edelweiss – the Premium Wheat Beer Born in the Alps Key campaigns in 1H 2023 Edelweiss Weekend Unwind • A fun-filled experience that encouraged guests to take a break from their demanding schedules to embrace the simple joys of life. • Fans could explore and immerse themselves in various activities
Slide 8: HEINEKEN Malaysia's Star Academy
HEINEKEN Malaysia’s Star Academy Key campaigns in 1H 2023 2023 Star Academy National Championship and Regional Training Programme • With a mission to elevate and equip bartenders, the yearly Star Academy programme trained participating bartenders across Malaysia to deliver quality pints of Heineken®
Slide 9: Brew A Better World
Brew A Better World 1H 2023 Sustainability Updates Net Zero Carbon • Carbon emissions in production reduced by 67% vs 2018 baseline • Solar PV onsite installation in progress Towards Healthy Watersheds • Marginally higher water consumption in 1H 2023 (3.5 hl/hl) vs the target due to temporary reduce
Slide 10: 1H 2023 Financial Highlights
Lower sales attributed to weak 1H 2023 Financial Highlights consumer sentiment driven by rising cost of living and currency Profit volatility. Revenue Before Tax Net Profit The Group had a strong base in Q2, 2022 as the market had an Q2 2023 vs - 12% - 7% + 5% upsurge in sales (Revenue +84% Q2 2022
Slide 11: Proposed Dividend: 40 sen
Proposed Dividend Single Tier Dividend Payout Interim Dividend representing 60.3% (Payable in November 2023) 40 sen of 1H 2023 Profit After Tax per stock unit Comparison: 1H 2022 40 sen per stock unit 11
Slide 12: Outlook
Outlook Consumer sentiment remains weak due to challenging macro economic factors. We will stay agile to the volatile business environment and continue to focus on our EverGreen strategy to future-proof our business. We will continue to drive efficiency through cost optimisation across the organisat
Slide 13: Welcome Carmen Chua!
WELCOME CARMEN CHUA! Independent Non-Executive Director Malaysian │ Age 40 Bachelor of Science in Economics with First Class Honours London School of Economics and Political Science, United Kingdom ▪ Chief Executive Officer of ONE IFC Sdn Bhd, the developer of St. Regis Hotel and Residences Kuala Lu
Slide 14: Welcome Erin Atan!
WELCOME ERIN ATAN! Non-Independent Non-Executive Director Singaporean │ Age 49 Bachelor of Arts University of South Australia ▪ Erin Sakinah Atan is the Regional Corporate Affairs Director of HEINEKEN Asia Pacific Pte Ltd (APAC). She is also a member of the APAC Regional Leadership Team and the HEIN
Slide 15: Welcome Jimmy Ding!
WELCOME JIMMY DING! Sales Director Malaysian │ Age 49 Bachelor’s Degree in Business Administration (Major in Marketing) Universiti Utara Malaysia Within HEINEKEN: ▪ Joined HEINEKEN Malaysia since March 2020 as National Sales Manager responsible for Field Force Management, Route to Consumer and Distr
Slide 16: Welcome Niko Van Cauwenberge!
WELCOME NIKO VAN CAUWENBERGE! Supply Chain Director Belgian │ Age 47 Master’s Degree in Biochemistry (Specializing in Brewing) University of Ghent, Belgium • Prior to his appointment to HEINEKEN Malaysia, he was Supply Chain Director HEINEKEN Mozambique since February 2019, where he built the new su
Slide 17: Drive Superior Growth, Fund the Growth, Raise the Bar
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 18: HEINEKEN
HEINEKEN
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