Investor Presentation December 2011 - United Breweries Limited

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A highly regulated market Leveraging the existing framework Excessive State regulation and intervention • Route to market • Economics, need to have a brewery in each state • Pricing India is not homogeneous country • 27 uniquely different states Ban on advertising alcohol • Difficult to build new brands Requires ability to operating in very different structures
Per Capita Beer consumption Source: Canadean (<strong>2011</strong>), World Bank (<strong>2011</strong>), Company forecasts India is at the start of the growth curve Income growth will drive per capita beer consumption 80 60 40 Beer consumption versus income level Brazil Russia Mexico Vietnam Colombia China Demographics will fuel further market growth UBL expects to grow volume at an average annual rate of 15% over the next five years By the end of 2015, India is expected to reach 3 liter per capita 20 Philippines Kenya Nigeria India 0 $0 $5,000 $10,000 $15,000 $20,000 GDP per Capita (in USD, PPP)
Page 1 and 2: IR presentation 2011 Brewing a succ
Page 3 and 4: India and the Beer opportunity
Page 5 and 6: Consumption is set for strong growt
Page 7 and 8: Today’s beer consumption is very
Page 9 and 10: Affordability Beer prices in India
Page 11: Source: Company estimates. Percenta
Page 15 and 16: UBL’s leadership is undisputed Ma
Page 17 and 18: The strength of the Kingfisher Bran
Page 19 and 20: Investing behind the brand Leveragi
Page 21 and 22: Manufacturing network across all ma
Page 23 and 24: Best Route to Market …as well as
Page 25 and 26: UBL has a proven track record
Page 27 and 28: All amount are in Rs bln, for year
Page 29 and 30: In Summary… Indian beer market gr

Investor Presentation December 2011 - United Breweries Limited

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