Asahi Group Holdings Ltd · TSE:2502
Asahi — Investor Presentation (May 2018)
18 slides from Asahi's investor presentation, May 2018
Slide 1: Central Europe Business
Central Europe Business May 2018 2018年5月 Copyright © ASAHI GROUP HOLDINGS. All rights reserved.
Slide 2: ABEG at a glance
ABEG at a glance Poland #1 Kompania Piwowarska Population 38.4 m Market size 37 mhl Market share 35% #1 PCC 99 l Czech Plzeňský Prazdroj Bialystok #1 Population 10.6 m Poznan Romania Market size 14 mhl Ursus Breweries Market share 48% Population 19.8 m PCC 143 l Market size 18 mhl Market share 37% P
Slide 3: Performance thus far
Performance thus far これまでの業績 From FY2017 Financial Results Presentation (Feb15, 2018) ◆ 2017 Results (Apr. – Dec.) 2017年実績（4-12月） • Volume and Net Sales growth in all markets except Poland ポーランドを除いた全市場で売上数量、売上収益が前年を上回る • Poland impacted by wet summer weather and negative elasticity associated with l
Slide 4: Czech Republic
Czech Republic • The premium player over-indexing in all the premium segments and channels 全てのプレミアムカテゴリー／チャネルにおいて、好調なプレミアムブランドを展開 • Developing “better” solutions across the category for all shoppers and consumers カテゴリーを横断した、顧客への「プラスα」の価値提案 • Continuing to invest in beer and hospitality culture by gr
Slide 5: Poland
Poland • The Market leader by volume and value 数量、売上ともに市場シェアNo.1 • Undisputed leader in Mainstream with increased focus in growth in premium and super-premium メインストリームにおける確固たるNo.1ポジションに加え、スーパープレミアム、プレミアムカテゴリーでの成長に注力 • Increasing NPR/hl by strengthening of key brands in the portfolio and disproportio
Slide 6: Romania
Romania • Clear leader in all segments with the exception of Super-Premium スーパープレミアムを除く、全てのカテゴリーで確固たるNo.1ポジション • Recent focus on Revenue Management has resulted in the doubling of margin and Value Share leadership also in the On Trade 近年の売上収益管理への注力により利益率が倍増したことに加え、業務用市場では、価値競争でのリーダーシップを発揮 • Increasi
Slide 7: What we stand for
What we stand for 存在意義 ◆ Our Purpose 組織の目的 To inspire better drinking experiences through brewing Kando moments ◆ 3 key strategic priorities ３つの重要な戦略 Premiumize Scale our Simplify our scale premiumization to intensify プレミアム化への転換 プレミアム化の促進 拡大するための絞り込み 6 Copyright © ASAHI GROUP HOLDINGS. All rights re
Slide 8: Premiumise our scale: major trends in Central Europe
Premiumise our scale プレミアム化への転換 ◆ 3 major trends to address in Central Europe 中東欧事業における主要な3つの対処すべきトレンド Craft is a desired Well being; eating & Consumers search for approach by all drinking well have emotional connections Consumers become standard with brands あらゆる消費者が、「クラフト（手作り感）」を望む 健康で安全な生活：健康な飲食が標
Slide 9: Premiumise our scale: craft is a mindset and a spectrum
Premiumise our scale プレミアム化への転換 ◆ Craft is a mindset and a spectrum, not an extreme 「クラフト」は習慣であり、一過性のものではない • Seeking to deliver beer culture and craft experience for all あらゆる人にビール文化やクラフト体験を届ける • Czech: Brewmaster’s choice, relaunch of Gambrinus & Radegast lagers 醸造者のおすすめ、『Gambrinus』『Radegast lagers
Slide 10: Premiumise our scale: Czech segment expansion
Premiumise our scale プレミアム化への転換 ◆ Czech segment expansion チェコブランドの拡大展開 • Expansion of Czech brands globally チェコブランドのグローバル展開 • Super-premium proposition of Pilsner Urquell exclusively from the source 『Pilsner Urquell』のスーパープレミアムブランドとして確立された地位 • Kozel adds scale with a differentiated growth model 新たな成長
Slide 11: Premiumise our scale: well-being is now everywhere
Premiumise our scale プレミアム化への転換 ◆ Well-being is now everywhere 健康で安全な生活は、今では至るところに • The NAB opportunity goes well beyond “negative choice” ノンアルコールビール商品の成長機会は、「買わない選択」の流れをはるかに上回っている • We have been innovating the subcategory around CE: 中東欧において、様々なカテゴリーを創出している • Birell Botanicals range in Czech and Sl
Slide 12: Premiumise our scale: Asahi Super Dry around CE
Premiumise our scale プレミアム化への転換 ◆ Asahi Super Dry around CE 中東欧での『Asahi Super Dry』 • Asahi Super Dry (brewed in Padova, Italy) will be launched in all CE markets over time 中東欧市場における『Asahi Super Dry』（イタリア・パドバ産）の発売 • Our first launch (full mix) has been Hungary in March and will act as a pilot for the
Slide 13: Scale our premiumisation
Scale our premiumisation プレミアム化の促進 ◆ Europe and Asia beyond CE 中東欧からヨーロッパ・アジアへ • Aiming to lead the fast-growing Czech segment in Europe and Asia with Kozel and Pilsner Urquell. ヨーロッパ・アジアで『Kozel』『Pilsner Urquell』により成長するチェコブランドの拡大 • 22 markets across 5 time zones around Europe focusing on Germany, Ru
Slide 14: Simplify to intensify
Simplify to intensify 拡大するための絞り込み • Headquarters moved from Zug to Prague in July 2017 2017年7月に本社をZugからプラハに移転 • Vast majority of headquarter staff are local talent resulting in fewer Expats 本社スタッフの大半は、現地人材 • ISM (Integrated Spend Management): updated approach to ZBB initiated across the region and e
Slide 15: People make it happen
People make it happen マネジメントチーム • Representatives of over 20 nationalities in ABE Group markets 中東欧事業の展開地域には、20か国を超える国籍のメンバー • Country level leadership teams have a strong local component balanced by international talent, with more than 50% of board members being locals 各国の経営陣は、国際的な人材と50%を超える現地人材でバラ
Slide 16: Looking forward
Looking forward 今後の環境 Growth Opportunities Headwinds 想定リスク 成長の機会 • Growth of premium segment across the • Competitive landscape intensifying 競争環境の激化 region and positive macro-economics 中東欧事業の展開地域におけるプレミアム化の進展と好調なマクロ経済 • Channel drift from on-trade to off-trade • Disproportionate growth in NAB in Cze
Slide 17: In conclusion
In conclusion • Scale is good, premium scale is better. We have both in our domestic markets 我々は、母国市場において、規模と高いプレミアム構成比を持ち合わせている • There is untapped potential for both our Czech origin Global Brands – Pilsner Urquell and Kozel チェコのグローバルブランド『Pilsner Urquell』『Kozel』には、まだまだ潜在的な市場がある • Top line growth c
Slide 18: Information in this material is not intended to solicit sale or purchase of shares
Information in this material is not intended to solicit sale or purchase of shares in Asahi Group Holdings. The views, estimates and other information expressed in this document are based on the company's judgment at the time of publication, and no guarantees are provided regarding the accuracy of s
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