UB Final
UB Final
UB Final
BREWERIES
UB Group Investor Presentation
LIMITED
UBL’s Products
§ Kingfisher Premium
§ Kingfisher Strong
§ UB export lager
§ London Pilsner
§ UB Premium Ice
MABL Products
§ Sandpiper Lager
§ Zingaro Beer
§ Kalyani Black Label
Kingfisher
§ Flagship brand of United Breweries Ltd.
§ Kingfisher Blue
q A new premium offering targeted at young, trendy consumers who seek zest and
excitement from life.
q Has been launched in select markets and will be extended across the country over
the next few months
q It has been extremely well received by the consumers and already outsells
international; new entrants
§
§ Kingfisher Bohemia
q ‘Anytime Anywhere' wines which complement any type of cuisine.
q South African wine available in a Red White and Rose variants. It is already the
market leader among the premium wines across the country
§
§ Kingfisher Ultra (KF Ultra)
q KF Ultra redefines premium beer segment in India.
q Launched in mid September 2009.
q Tagline “The Emperor of Good Times”.
Production
Mfg Network.
Global Market Scenario
•MARKET SIZE
•
vA 133 billion lt. Global Market
vGlobal Growth: An average 10%
• growth for last 10 yrs
vIndian contribution: 1.2% of Global Sales
vIndian Consumption: 3% of Global
Consumption
vIndia: 2 lt./capita consumption
•
v
•MARKET STRUCTURE
•
vHenieken, Carlsberg, Anheuser Busch,
InBev,
• Budweiser, Fosters, SAB, Kingfisher(UBG)
v
v
•
Indian Market Scenario
Market Size
(R
s.C
rore
)
S
ales
S
alesGrowth
Expenses
Balance Sheet Statement
(Rs. Crore)
SOURCESOFFUNDS
Owner'sFund
EquityShareCapital
ShareApplicationMone
Cash Flow Statement
(Rs. Crore)
•
•
Current Ratio
Debt to Capital
Interest Coverage Ratio
Inventory Turnover Ratio
Debtor Turnover Ratio
Fixed Asset Turnover Ratio
EPS
DPS
RONW
Stock Performance in the past
Breweries Industry & Government
Policies
§ Until 1989, licensing policies were restricted
§ In June 2007, 100% of FDI investment was allowed.
§ Post 2007, liquor manufacturing no longer needs a
licenses.
§ State specific Manufacturing Licenses: Mandatory
§ State specific Sales: Cross Sales prohibited by law
§ Obtaining Licenses: Lengthy& expensive
§ Different State-wise structure:
o Excise Duty
o Import and Export Levies
§
§
§
Challenges