China seminar - Slide presentation - 28 September 2000 - SABMiller

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Investment History Investment Date of Investment Percentage Interest Effective Ownership Capacity 2000 (in '000 hlsh for Peak 2000) Clear Beer Shenyang Snowflake 1994 44% Shenyang Winery 1996 44% 4 400 Dalian 1996 49% 1 800 Jilin 1998 44% 2 400 Mianyang 1997 49% 1 500 Tianjin 1999 45% 1 500 Anshan 2000 44% 800 Wang Hua 2000 39% 500 Non Beer Purified Water 1996 49% 1 800 Soymilk 1998 49% 200
Brands Beer consumption by leading brands 1996-99 000's 1996 1997 1998 1999 168,847 188,592 196,950 204,622 1 Yanjing Beijing Janjing Beer Group 5,710 7,030 7,780 8,600 2 Zhujiang Zhujiang Brewery Group 2,562 3,505 4,616 7,146 3 Snowflake CREB 3,015 2,978 3,199 4,695 4 Tsingtao Tsingtao 3,185 3,897 3,700 4,500 5 Blue Sword Sichuan Blue Sword Brewing Company 1,300 1,599 2,553 4,280 6 Gold Star Henan Gold Star Brewery 1,500 1,650 2,200 4,084 7 Harbin Harbin Brewery 1,600 2,529 3,154 4,027 8 Chongqing Chongqing Brewery 2,381 2,724 3,478 3,510 9 Jinglongquan Golden Lion (Chocolate Products) Malaysia 1,613 2,226 3,129 3,058 10 Xingyingge Danone Asia 2,200 2,500 3,000 2,918 11 Shenquan 12 Pabst Blue Ribbon 13 Sankong 14 Haomen 15 Qianjiang 16 Kingway 17 Baoji 18 Zhonglou 19 Liquan 20 Amber Anhui Shenquan Brewery 1,100 2,255 2,528 2,575 Noble China / Blue Ribbon China Group 2,330 2,274 2,337 2,575 Shandong Sankong Brewery 1,469 1,641 1,714 2,215 Danone Asia 1,500 1,830 2,480 2,202 Qianjiang Brewery 2,440 2,354 2,306 2,000 Guangdong Brewery Holdings Ltd 1,253 1,370 1,838 2,000 Shaaxi Western Brewing Group 1,400 1,620 1,791 1,850 Zuanhua Beer Co Ltd 980 1,500 1,621 1,700 Liquan Beer Co Ltd 630 900 1,427 1,550 Guangdong Brewery Holdings Ltd 1,360 1,478 1,431 1,500 Total Volume Top 20 Brands 39,528 47,860 56,282 66,985 Total Share Top 20 Brands 23.40% 25.40% 28.60% 32.70%
Page 1 and 2:
China Graham Mackay SAB Chief Execu
Page 3 and 4:
Agenda for today 2.30pm 3.00pm 3.30
Page 5 and 6:
Strategy Update ! South Africa ! Em
Page 7 and 8:
Key Questions ! Value ! Permanence
Page 9 and 10:
“Imponderables” ! Core competen
Page 11 and 12:
Partners & Partnership ! Unique str
Page 13 and 14:
Strategic choices ! Second tier reg
Page 15 and 16:
Graham Mackay Q&A
Page 17 and 18:
China Resources The PRC State Govt
Page 19 and 20:
Joint venture between CRE & SAB ! W
Page 21 and 22:
Ning Gaoning Q&A
Page 23 and 24:
∪ ∪ Ni hao!
Page 25 and 26:
Introduction ! ma - neutral - Quest
Page 27 and 28:
China team in Shenyang ! Technical
Page 29 and 30:
Six Regions of China Russia Russia
Page 31 and 32:
What is different about China? ! Re
Page 33 and 34:
Source: EIU Further highlights…..
Page 35 and 36:
History of beer consumption 250 200
Page 37 and 38:
Per capita consumption- litres/cap
Page 39 and 40: Competitor Locations Pakistan Kazak
Page 41 and 42: Government involvement ! Simple tax
Page 43 and 44: China Chris Barrow SABI Asia MD & C
Page 45 and 46: Key differentiators ! South African
Page 47 and 48: Geographic focus ! High per capita
Page 49 and 50: Geographic focus ! High per capita
Page 51 and 52: Market Segmentation and Growth Shar
Page 53 and 54: Costs and margin focus ! Low cost o
Page 55 and 56: SAB approach ! Top executive involv
Page 57 and 58: CREB structure ! Joint management a
Page 59 and 60: Going forward... ! Continued consol
Page 61 and 62: Chris Barrow Q&A
Page 63 and 64: Per capita consumption 1995 1996 19
Page 65 and 66: Partnership with SAB ! Extensive in
Page 67 and 68: Operational Challenges ! Characteri
Page 69 and 70: Wang Qun Q&A
Page 71 and 72: CREB Locations 2000 Wang Hua 1994 S
Page 73 and 74: Price of beer, relative to other co
Page 75 and 76: …particularly compared to other b
Page 77 and 78: Taxation Supportive tax regime ! VA
Page 79 and 80: Case Study SHENYANG
Page 81 and 82: Improving Margins 25 25% 20 20% 15
Page 83 and 84: Our spend on marketing has been inc
Page 85 and 86: ..leading to positive EVA by year 3
Page 87 and 88: Conclusion ! Portfolio of businesse
Page 89: Supplementary Slides
Page 93 and 94: From Mount Kilimanjaro….
Page 95 and 96: First Impressions ! Although the ma
Page 97 and 98: Our ambition Become the brewer of c
Page 99 and 100: Andre Parker Q&A
Page 101 and 102: Where to from here? ! Pricing envir
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China seminar - Slide presentation - 28 September 2000 - SABMiller

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