Beer market of Russia 2018
- General market picture
- Foreign trade setting records
- Demography as challenge to branding
- Aged consumer
- Declining of youth brands
- Nostalgia on trend
- DIOT feels at home
- 5.0 Original is the new face of import
- Positions of Market Leaders
- Carlsberg Group
- AB InBev Efes
- AB InBev
Ukrainian beer market 2018
- Better than yesterday
- Performance by value
- Positions of Ukrainian brewers
The beer market dynamics in Russia is approaching zero, yet major brewers are divided into those who developed considerably in 2017 and those who considerably reduced their volumes. For instance, company Efes has managed to substantially extend their sales due to restrained pricing policy and activity in the modern trade. Heineken has also demonstrated an excellent performance promoted by significant increase of advertisement budgets launching a non-alcohol sort of the title brand and unusual activity in the economy market segment. Carlsberg and AB InBev have been focusing on margins and lost a market share of their inexpensive brands. Serious dependence on PET package and mass enthusiasm about Zhigulevskoe have negatively impacted the most of big regional brewers, that have been for the first time pressed by the leaders in the key sales channels, especially in Volga and Central regions. In the small business there has been a noticeable slowdown in appearing of new restaurant breweries, yet the number of craft breweries has been growing rapidly. In 2018, the beer market is likely to grow a little, while the share of AB InBev Efes may decrease due to the integration. ...
“Catalogue of Russian Beer Producers 2018” includes 1070 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft microbreweries.The catalogue includes 32 large breweries, 75 regional breweries, 693 industrial mini- and microbreweries as well as 270 restaurant breweries. ...
India. United Breweries: Higher costs a worry, but outlook strong
The rising trend in the cost relative to sales would affect its bottomline in the near term even though the overall long-term outlook is positive, given the company's strong branding and increasing youth market in the country. In the past six months, the maker of Kingfisher beer did see an impressive growth in its topline, but it failed to curtail rising operating costs.
Its sales from operations rose by 26% year-on-year to Rs 733.2 crore during the half year ended September 2011. Operating costs, including raw material expenses, salaries, and fuel costs, rose even faster by 29% thereby impacting operating profitability. Its operating margin fell by 280 bps to 11.3% during the period.
While the overall cost pressure in the economy is cooling off as reflected from the falling rate of increase in the wholesale price index of late, economists feel it may take a while for prices to fall further and stabilise at those levels. Until then, companies, including UB, are likely to report lower profitability.
Another concern is rising interest costs, following higher borrowings. Loan funds went up by 13%in a year to Rs 641 crore in the September 2011. Though small in proportion, interest outgo as a percentage of sales inched up by 50 bps to 2.5% during the six months to September. As a result, net profit for the period fell by 7% notwithstanding the double-digit growth in sales. Higher costs are likely to impact its performance even though sales may grow.
Beer sales are expected to be buoyant, given the rising disposable income and higher propensity towards beer consumption. In addition, UB has been able to grow faster than the sector growth in the past. According to some estimates, its mild beer segment grew twice as fast as the overall growth of the segment last fiscal. This will offer some support to the stock in the coming months.
27 Дек. 2011