‘Liquor’ record profits Beer-food drinks, non-alcoholic drinks attract ‘ThaiBev’ wealth

earnings reportThai Beverage Public Company LimitedIn the second quarter (Jan-Mar.’23), the company had sales revenue of 67,396 million baht, an increase of 1,570 million baht, which represents a growth of 2.4% compared to the same period last year, and a net profit of 8,173 million baht, an increase of 120 million baht or a growth of 1.5% compared to the same period last year.

whileAn overview of the first half of the year(Fiscal year Oct. ’22-Mar. ’23 generated revenue from sales of 148,295 million baht, an increase of 5,353 million baht or growth of 3.7%.Net profit 17,781 million baht A 584 million baht “discount”. or thinkdown 3.2% compared to the same period last year

However, the driving factor in sales growth for 6 months comes from 2 important markets. Thailand and Vietnam have recovered economies. The profit “shrink” caused bybeer businessanon-alcoholic beverages(Non-alcoholic) face higher costs of brand and marketing investments, inclrestaurant business Cause the company to manage the portfolio to reduce the cost impact

When sharing income “One hundred thousand million baht” 43.9% liquor, 43.5% beer, 6.4% non-alcoholic beverages, 6.3% food and -0.1% deletion of inactive businesses. “Liquor” produces wealth forever, the share of up to 81.6% Beer 16.1% Non-alcoholic drinks 1.8% Food 0.5%

Ten billion baht profit 81.6% of smoothing spirits

come and seevalue salesDivided by product type 2nd quarter Spirits earned 31,443 million baht, an increase of 7.8%; net profit 5,853 million baht, an increase of 7%; beer sales were 26,502 million baht, a decrease of 7.3%; net profit 1,141 million baht, a decrease of 29.3%; non-alcoholic beverages 4,830 million baht, an increase of 14.6% Net profit 236 million baht, an increase of 19.8% Overview of the first 6 months Liquor generated sales of 65,161 million baht, relatively stable. From the previous year, sales were 65,186 million baht, net profit was 12,839 million baht, an increase of 0.2% Beer sales were 64,343 million baht, an increase of 4% Net profit was 2,532 million baht, a decrease of 29.5%. Sales of non-alcoholic beverages were 9,439 million baht, an increase of 15.1% net profit of 284 million baht, a decrease of 35.2%

while watchingQuantitative salesReflecting the “consumption” of target customers in the second quarter as follows: Spirits sold 171 million litres, down 0.4% from 172 million liters sold in the same period last year Soda 9 million litres, up 9 % Beer sold 497 million litres, down 10.1% from sales of 553 million liters last year Chang’s drinking water and soda were 21 million litres, up 25.9% from the previous year, selling 16 million liters and soft drinks -alcohol, 422 million liters, an increase of 8.4% compared to the previous year, selling 389 million liters of ready-to-drink green tea (O Ishi) Jubjai herbal drinks 84 million liters, an increase of 16.9 %, drinking water 278 million litres, an increase of 5.8%, soft drinks (Es Cola, Sashimi and Hundred Plus) 58 million litres, an increase of 9.3% and other energy drinks Sports drinks, etc.) 2 million litres, an increase of 33%

Volume sales for the second quarter and a half of the year 2023 (financial year October 22-September 23)

Overview of the first 6 months Quantitative sales Spirits were 346 million litres, down 8.5% from 378 million liters sold last year, soda water 23 million litres, up 25.2% from 18 million litres, beer 1,181 million litres, down 2.2% from 1,208 million liters sold , Chang Drinking Water and Soda 47 million litres, an increase of 24.9% from the previous year, selling 37 million litres, while non-alcoholic drinks sold 823 million litres, an increase of 7.7% from the previous year, in sold 763 million liters, divided into ready-to-drink green tea (Oishi), herbal drinks, 164 million liters, an increase of 11.9%, drinking water 543 million liters, an increase of 6.1%, soft drinks ( es, cola, sashimi and a hundred and more) 113 million litres, an increase of 9.6% and others (energy drinks Sports drinks, etc.) over 3 million litres, an increase of 33%

sidefood businessIn the second quarter, sales were 4,672 million baht, an increase of 19.7% and a net profit of 3 million baht, a sharp contraction of 93.9% Overall, 6 months, sales were 9,365 million baht, an increase of 21.8% and a net profit of 82 million baht, a decrease of 51.2%.

forbusiness in foreign markets Sales in the first half of the year were generated at 39,300 million baht, an increase of 6.5% from spirits and beer businesses. Only liquor produced sales growth of 19.8% of the strong Myanmar market becausea grand royal groupIt is number 1 in sales in India. Great Britain and Japan Asean sales grow Including some markets in North Asia As for beer, sales from Saigon grew. Beer-Alcohol-Beverage Corporation (sabeco : SABECO) there is also a strong Chang soda in the Chinese market, etc.