British American Tobacco P.l.c. · LSE:BATS
British American Tobacco P.l.c — Investor Day (2026)
31 slides from British American Tobacco P.l.c's investor day presentation, Sep 29, 2026
Slide 1: Changing Digital Landscape
Changing Digital Landscape Javed Iqbal, Director, Digital & Information
Slide 2: Important Information
Important Information The information contained in this presentation in relation to British American Tobacco p.l.c. (“BAT”) and its subsidiaries has been prepared solely for use at this presentation. The presentation is not directed to, or intended for distribution to or use by, any person or entity
Slide 3: Important Information
Important Information Additional Information All financial statements and financial information provided by or with respect to the U.S. or Reynolds American Inc. (“Reynolds”) are initially prepared on the basis of U.S. GAAP and constitute the primary financial statements or financial records of the
Slide 4: Video – Digital introduction
(Video – Digital introduction) 4
Slide 5: AI: A catalyst for A Better Tomorrow
AI: A catalyst for A Better TomorrowTM DRIVING QUALITY GROWTH Accelerating Innovation & AI Powered Marketing DYNAMIC BUSINESS Transforming How We Work Driving growth, productivity and competitive advantage at BAT 5
Slide 6: Judson Althoff, CEO Microsoft Commercial Business
Judson Althoff CEO Microsoft Commercial Business
Slide 7: Video – Microsoft
a) SAT (Video — Microsoft)
Slide 8: Building the foundations for AI at scale
Building the foundations for AI at scale OPTIMISE GLOBAL LEADER DATA-DRIVEN INVESTMENTS TO REINVEST in CLOUD ADOPTION** ENTERPRISE IN AI BAT in partnership with Pioneered GenAI Lab in Dubai 40% reduction of IDT* run 85% cloud hosting through Microsoft on MS Fabric, International Financial Centre cos
Slide 9: Productivity gains reinvested into transformation initiatives
Productivity gains reinvested into transformation initiatives >2x Evolution of total IT costs Invested in Transformation mainly in: • Data & analytics • AI & automation • Employee digital experience % of IT spend Reinvesting savings into BAT's digital future *Internal estimates for FY 26. 9
Slide 10: Next chapter of BAT: Disrupt, Adopt, Scale
Next chapter of BAT AI: A catalyst for A Better TomorrowTM DISRUPT | ADOPT | SCALE Commercially Cost Value focused conscious driven North star: To be recognised as AI leader in the CPG industry 10
Slide 11: AI: A catalyst for A Better Tomorrow
AI: A catalyst for A Better TomorrowTM DRIVING QUALITY GROWTH Accelerating Innovation & AI Powered Marketing DYNAMIC BUSINESS Transforming How We Work Driving growth, productivity and competitive advantage at BAT 11
Slide 12: Video – AI
a) SAT (Video — Al)
Slide 13: Driving Quality Growth: Accelerating innovation
Driving Quality Growth Accelerating innovation 1 2 3 ACCELERATING ENHANCING EXPANDING PRODUCT FORMULATION SCIENTIFIC DEVELOPMENT DESIGN WITH AI DISCOVERY THROUGH AI 2x success rate From 3 months <90% less time on physical to 30 min* on searching** prototype created* Reducing time-to-market, increasi
Slide 14: Driving Quality Growth: AI powered marketing
Driving Quality Growth AI powered marketing 1 SYNTHETIC CONSUMER AI SEGMENTS Leveraging synthetic segments and advanced analytics to generate richer insights and inform more effective targeting AI-powered growth enablers driving commercial impact 14
Slide 15: Video – Synthetic Consumer Segments
(Video – Synthetic Consumer Segments) 15
Slide 16: Driving Quality Growth: AI powered marketing
Driving Quality Growth AI powered marketing 1 2 SYNTHETIC CONSUMER AI-ENABLED TRADE AI SEGMENTS ASSISTANT An AI- powered coach empowering trade reps with real-time Leveraging synthetic insights to segments and advanced drive smarter, analytics to generate richer more effective insights and inform mo
Slide 17: Driving Quality Growth: AI powered marketing
Driving Quality Growth AI powered marketing SYNTHETIC CONSUMER AI-ENABLED TRADE TRANSFORMING CONTENT AI SEGMENTS ASSISTANT AT SCALE THROUGH AI An AI- powered coach empowering trade reps with real-time Leveraging synthetic insights to ‘Create once, adapt segments and advanced drive smarter, everywher
Slide 18: Driving Quality Growth: AI powered marketing
Driving Quality Growth AI powered marketing 1 2 3 SYNTHETIC CONSUMER AI-ENABLED TRADE TRANSFORMING CONTENT AI SEGMENTS ASSISTANT AT SCALE THROUGH AI Concept testing from More quality time and 7x more assets with 4 weeks to 1 day* insights driven 90% reduction in engagement with agency hours*** custo
Slide 19: AI: A catalyst for A Better Tomorrow
AI: A catalyst for A Better TomorrowTM DRIVING QUALITY GROWTH Accelerating Innovation & AI Powered Marketing DYNAMIC BUSINESS Transforming How We Work Driving growth, productivity and competitive advantage at BAT 19
Slide 20: Video – ChatBAT
a) SAT (Video — ChatBAT)
Slide 21: Dynamic business: Transforming how we work
Dynamic business Transforming how we work BAT AI ECOSYSTEM TO EXPLORE & ADOPT AI TOOLS, AGENTS, AND CAPABILITIES Copilot Pro Learn AI Embedding AI into Enterprise-wide trainings everyday work for the and targeted AI Super entire organisation Users' program Building an AI champion Enabling employees
Slide 22: Dynamic business: Transforming how we work
Dynamic business Transforming how we work FASTEST ADOPTION OF ANY TRAINING PROGRAM IN BAT Training for all Enterprise AI Super Users Program 2026* 140k visits to ChatBAT on Day 1 150 AI Super Users taken through 10k training registrations 9k hours spent on AI Pioneers training Agent training capacit
Slide 23: Forward looking: Next wave of AI projects
Forward looking Next wave of AI project 1 2 3 AI EMBEDDED IN 4 AI ENABLED COST OF ACCELERATED R&D U.S. HORIZON 2030 INTEGRATED BUSINESS GOODS SOLD BY AI ENABLERS BY AI PLANNING & OPTIMISATION Phase 2 Commercial Performance MANAGEMENT Platform Compressing time-to- Real-time insights Breakthrough Unif
Slide 24: Forward looking: In parallel, improving resilience
Forward looking Next wave of AI project AI EMBEDDED IN ACCELERATED R&D AI ENABLED COST OF ds US HORIZON ‘30 INTEGRATED BUSINESS BY AI GOODS SOLD ENABLERS BY AI PLANNING & Phase 2 OPTIMISATION Commercial Performance MANAGEMENT Platform & Compressing time-to- In parallel, improving resilience Unified,
Slide 25: Julie Sweet, Chair and CEO, Accenture
b | \ = } A | if | hy a | 4 Julie Sweet Chair and CEO, Accenture
Slide 26: Video – Accenture
a) SAT (Video — Accenture)
Slide 27: AI: A catalyst for A Better Tomorrow
AI: A catalyst for A Better TomorrowTM DRIVING QUALITY GROWTH Accelerating Innovation & AI Powered Marketing DYNAMIC BUSINESS Transforming How We Work Driving growth, productivity and competitive advantage at BAT 27
Slide 28: We look forward to hosting you in the digital demonstration
We look forward to hosting you in the digital demonstration Meet the team showcasing BAT's AI & data capabilities live Wilmer Peres Ahu Suzer Luis Yamada Irene Hu Head of Head of Digital Business Head of GEN AI Group Head of Finance Technology Solutions Solutions, AME Operations & DBS 28
Slide 29: Appendices
Appendices capitis Markets ag 2026)
Slide 30: Appendix: Non-GAAP financial measures
Appendix Unless otherwise stated, absolute financials are presented at constant rates of exchange, growth in financial metrics is presented at constant rates of exchange and share data is presented versus full prior year. A1: Non-GAAP financial measures Adjusting (Adj.) Adjusting items represent cer
Slide 31: Glossary
Glossary ADC: Average Daily Consumption SKU: Stock Keeping Unit ANC: Adult Nicotine Consumer SPLY: Same Period Last Year APFO: Adjusted profit from operations THR: Tobacco Harm Reduction ARR: Annual Recurring Revenue VIV: Vapour Weighted Industry Volume AWAP: Above weighted average price VFM: Value
British American Tobacco p.l.c. — Investor Day (2026) on 6ix