Investor Presentation December 2011 - United Breweries Limited

More documents

Recommendations

Info

Two key reasons High prices & low availability AFFORDABILITY • Highest duty in the world • Duty not set according to alcohol content • Expensive alcoholic beverage AVAILABILITY • 65,000 licensed outlets across the country • 1 per 18,000 people • In China: 1 per 300 people Beer is not the alcoholic beverage of the common man
Affordability Beer prices in India are very high An Indian has to work up to 7x as long to afford a beer Minutes work for a beer India is the only BRIC where a beer is more expensive than a Big Mac Beer relative to Big Mac India 51 India 1.1x Brazil 18 Brazil 0.5x Russia 8 Russia 0.5x China 7 China 0.2x 0 20 40 60 0.0x 0.5x 1.0x 1.5x
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: Today’s beer consumption is very
Page 11 and 12: Source: Company estimates. Percenta
Page 13 and 14: Per Capita Beer consumption Source:
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

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?