Coca-cola Icecek A.s. · BIST:CCOLA
Coca-cola Icecek A.s — Investor Day (June 2025)
24 slides from Coca-cola Icecek A.s's investor day presentation, Jun 23, 2025
Slide 1: Anadolu Group CMD Presentation
Anadolu Group CMD Presentation June 23, 2025
Slide 2: Important Disclaimer
Important Disclaimer Coca-Cola İçecek A.Ş. has prepared this document for the sole purpose of providing information which may include forward looking projections and statements about the Company. All opinions and estimates contained in this document constitute Company’s judgement as of the date of t
Slide 3: Karim Yahi, CEO
28 years Total Experience 20 years Experience in the Coca-Cola System Karim Yahi Previous Roles CEO COO - fairlife, US, The Coca-Cola Company 2021-2023 Coca-Cola İçecek Vice President, Strategy - Global, The Coca-Cola Company 2019 - 2021 Vice President, Growth - Latin America, The Coca-Cola Company
Slide 4: This is Us – CCI at a Glance
This is Us – CCI at a Glance Data as of 2024 Kazakhstan Azerbaijan Multinational Operations in Strong Winning Our purpose Uzbekistan Kyrgyzstan beverage diverse set of shareholder brand Create lasting value company countries structure portfolio Türkiye with vast Tajikistan Embed sustainability 1 2 3
Slide 5: Benefiting from a Strong and Stable Shareholder Structure
Benefiting from a Strong and Stable Shareholder Structure AG Anadolu Grubu Holding A.Ş. 43.0% The Coca-Cola Export Corporation 20.1% Anadolu Efes Biracılık ve Malt Sanayi A.Ş. 50.3% Free Float and Other 29.6% Dedicated focus on Corporate Governance standards with one of the highest rating of 9.50 Co
Slide 6: With a Successful Track Record to Become One of the Leading Bottlers
With a Successful Track Record to Become One of the Leading Bottlers 2005 2006-2007 Single Country Central Asia & North Iraq 6
Slide 7: With a Successful Track Record to Become One of the Leading Bottlers
With a Successful Track Record to Become One of the Leading Bottlers 2006-2007 2008 2012 Central Asia & North Iraq Pakistan JV South Iraq 7
Slide 8: With a Successful Track Record to Become One of the Leading Bottlers
With a Successful Track Record to Become One of the Leading Bottlers 2008 2012 2021 Pakistan JV South Iraq Uzbekistan 8
Slide 9: With a Successful Track Record to Become One of the Leading Bottlers
With a Successful Track Record to Become One of the Leading Bottlers 2021 2023 Uzbekistan Pakistan fully owned 9
Slide 10: With a Successful Track Record to Become One of the Leading Bottlers
With a Successful Track Record to Become One of the Leading Bottlers 2023 2024 Pakistan fully owned Bangladesh 10
Slide 11: 2006-2024 Evolution
With a Successful Track Record to Become One of the Leading Bottlers 2006-2024 Evolution* EBITDA Net Sales Transactions Volume CAPEX/NSR Revenue 29% CAGR 27% CAGR 10% CAGR 7% CAGR 9.2% ‘06-’24 average * Without TAS 29 11
Slide 12: We Believe in Who We Are and What We Do
We Believe in Who We Are and What We Do Part of Anadolu Group & Vast Potential of Winning Brand Proven Track Strong Alignment With Our Markets Portfolio Record The Coca-Cola Company Strategy, Execution, Experienced Disciplined Financial Preparedness & People Teams Management Resilience 12
Slide 13: Our Markets Have a Low Penetration of Beverage Industry
United States 1.578 Italy 1.293 Germany 1.216 Mexico 1.163 Bulgaria 1.131 CCI Average CCI Countries Spain 1.130 Belgium 1.113 Saudi Arabia 1.023 Poland 1.018 374 Romania 962 Canada 939 CCI’s Share France 898 Argentina 815 Japan 778 Thailand 766 Chile 748 United Kingdom 744 Kazakhstan 211 723 Austral
Slide 14: 2035 Population Evolution - ~100 Million More People
2035 Population Evolution - ~100 Million More People… 2015 2024 2035 Population Split Age Group Wise CAGR +1.3% +1.4% 0-14 15-29 32% 26% 703 694 685 676 667 2024 658 649 30-49 65+ 640 6% 25% 631 50-65 622 613 11% 605 15-29 0-14 26% 27% 2035 65+ 30-49 8% 26% 2024 2025 2026 2027 2028 2029 2030 2031 20
Slide 15: Rising Wealth in Our Geographies
Rising Wealth in Our Geographies GDP Growth 4.5% > Population 1.4% Relevant Markets Total Consuming Population (CAGR 2035 vs 24) Spain Growth multiplier 1.1x A 1% increase in GDP per capita results in 1.1% increase 0.75x A 1% increase in GDP per capita results in 0.75% CPG spend for Hot Zone increas
Slide 16: Where to Play
Where to Play Adjacent Categories Non-Cores & Geographies Scale Grow the Core Expand New Businesses Accelerate Quality Growth Geographic Expansion eB2B Multi-Category Platform Be the Best in FMCG Execution Launching New Categories in Offer enhanced distribution services Win with our People Commercia
Slide 17: Strategic Priorities to Grow the Core
STRATEGIC PRIORITIES TO GROW THE CORE Win with our Digital for Accelerate Be the Best in Win with People Leadership Quality Growth FMCG Execution Stakeholders Recruitment End-to-End Autonomous Develop Future-Fit Commercial and Conduct a Life Cycle Supply Chain Management Competencies Operational Dat
Slide 18: Strategic Priorities to Expand
STRATEGIC PRIORITIES TO EXPAND Expansion Geographic Expansion Launching New Categories in Commercial Beverages 18
Slide 19: Strategic Priorities to New Businesses
STRATEGIC PRIORITIES TO NEW BUSINESSES New Businesses eB2B Multi-Category Platform Offer enhanced distribution services to external partners 19
Slide 20: Consistent Top Line Growth with Improving Profitability and Positive Cash Generation
Consistent Top Line Growth with Improving Profitability and Positive Cash Generation Amidst Continued Strategic Investments Evolution of Growth, Efficiency and Reinvestment Volume (mn UC) NSR/uc (USD) CAGR +4.9% CAGR +8.7% 2,64 1.577 1.535 2,49 1.501 1.376 2,05 1.184 1,74 1,80 2020 2021 2022 2023 20
Slide 21: Disciplined Financial Management
Disciplined Financial Management Low leverage and strong liquidity maintained Debt & Cash Composition Net Debt/EBITDA Gross Debt Cash Other Other 1,1 USD 14% USD 32% 1,0 51% 50% 0,8 $1.39B $662M 0,6 0,5 TRY 29% TRY EUR 18% 6% 2020 2021 2022 2023 2024 21
Slide 22: Our Vision and Values
Our Vision and Values To be the best FMCG company across our markets Passion Accountability Teamwork Integrity We put our hearts and We act with a high sense We collaborate for our We are open, honest, minds into what we do. of responsibility and hold collective success.. ethical and we trust oursel
Slide 23: The Decade Ahead
The Decade Ahead Digitization and AI to drive business outcomes and improve Our geography will add 100 Million people and purchasing power customer satisfaction: will increase until 2035 Expanding eB2B platform CCINext to accelerate growth and value Implementing AI-enabled end-to-end planning tool t
Slide 24: Thank You
sCCl Thank You ANADOLU GROUP. NY WA % 4 aN AY