Remy Cointreau Sa · EURONEXT:RCO

Remy Cointreau Sa — H1 2018/19 Earnings Presentation

17 slides from Remy Cointreau Sa's earnings presentation, Oct 19, 2018

  1. Slide 1: Sales for the First Half 2018/19

    Sales for the First Half 2018/19 ending 30 September 2018 19.10.2018

  2. Slide 2: H1 2018/19 Sales: Key Messages

    H1 2018/19 Sales : Key Messages • ‒ • ‒ • ‒ ‒ ‒ ‒ ‒ ‒ • 19.10.2018 2

  3. Slide 3: H1 2018/19 Sales Analysis

    H1 2018/19 Sales Analysis 19.10.2018 3

  4. Slide 4: Currency Impact on H1 2018/19 Sales

    Currency Impact on H1 2018/19 Sales €m CZK +0.6 CNY -0.8 RUB HKD -1.9 -2.1 USD -8.8 19.10.2018 4

  5. Slide 5: 12M sales trend showing steady acceleration

    12M sales trend showing steady acceleration 1H18/19: +7.7% FY16/17: +4.7% (RC Brands: +7.4%) FY17/18: +7.2% (RC Brands: +9.2%) (RC Brands: +8.9%) 18% 16% 14% 12% 10% 8% +7.6% 6% 4% 2% 0% -2% 19.10.2018 5

  6. Slide 6: Organic Growth by Region

    H1 2018/19 Organic Growth by Region 19.10.2018 6

  7. Slide 7: Organic Trends by Region (1)

    H1 2018/19 Organic Trends by Region (1) ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ 19.10.2018 7

  8. Slide 8: Organic Trends by Region (2)

    H1 2018/19 Organic Trends by Region (2) ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ 19.10.2018 8

  9. Slide 9: Organic Growth by Region

    H1 2018/19 Organic Growth by Region 15% 10% 5% 0% -5% -10% -15% -20% -25% 19.10.2018 9

  10. Slide 10: House of Rémy Martin (+11.7% OSG in H1)

    House of Rémy Martin (+11.7% OSG in H1) ▪ ▪ ▪ ▪ ▪ ▪ Source: NABCA/Discus Source: NABCA ▪ ▪ 19.10.2018 10

  11. Slide 11: Louis XIII "100 Years" Parties

    LA MAISON REMY MARTIN LOUIS XIII “100 YEARS” PARTIES IS BACK TO LONDON….FOR GOOD! AROUND THE WORLD 19.10.2018 11

  12. Slide 12: Liqueurs & Spirits (+0.8% OSG in H1)

    Liqueurs & Spirits (+0.8% OSG in H1) ▪ ▪ ▪ ▪ ▪ ▪ Source: NABCA/Discus Source: NABCA ▪ 19.10.2018 12

  13. Slide 13: Liqueurs & Spirits (+0.8% OSG in H1)

    Liqueurs & Spirits (+0.8% OSG in H1) ▪ ▪ ▪ Source: NABCA/Discus Source: NABCA ▪ ▪ ▪ 19.10.2018 13

  14. Slide 14: "The Margarita Loves Cointreau"

    “THE MARGARITA LOVES COINTREAU” METAXA AEN CASK No2 CAMPAIGN 19.10.2018 14

  15. Slide 15: Partner Brands (-4.5% OSD in H1)

    Partner Brands (-4.5% OSD in H1) ▪ ▪ ▪ 19.10.2018 15

  16. Slide 16: 2018/19 Outlook Confirmed

    2018/19 Outlook Confirmed ▪ ▪ 19.10.2018 16

  17. Slide 17: Q&A

    Q&A 19.10.2018 17

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