THE CONVIVIALITY PLATFORM STRETCHING GROWTH IN ASIA, FOCUS ON CHINA AND INDIA

PHILIPPE GUETTAT

Chairman & CEO

Pernod Ricard Asia

HERMANCE DE LA BASTIDE

VP Corporate Affairs, S&R Pernod Ricard Asia

RAJESH MISHRA

Chief Operating Officer

Pernod Ricard India

Transform & Accelerate winning strategy driving very strong rebound in Asia The consistency of the Transform & Accelerate strategy to drive profitable

and sustainable growth has culminated in PR Asia growing +14% FYTD Mar 2022

Pernod Ricard India and Pernod Ricard Other North Asia are driving growth, with acceleration in Pernod Ricard Korea

PR SEA

+0%

8%

PR Other North Asia

14% +19%

PR China 41%

+12%

37%

PR India

+19%

Pernod Ricard Asia Organic Net Sales, 9M FY21vs. 9M FY22 in green

Zoom

Pernod Ricard is a strong

on China and

Market Leader

India

in China and India…

China

c.45

India

c.45

  1. Source: IWSR China (Cognac, Whisky excluding Japanese & American, Vodka)
  2. Source: IWSR India (Operating segments)
  • with a strong recovery outperforming pre-Covidpeak

+36%

+22%

Net Sales Total Growth, 9MFY22 vs. 9MFY19

2

Asia Consumer Growth Trends Leveraging Asia consumer trends through

Rise of the Middle Class….

  • generates massive opportunities for recruitment and premiumization

+1.5 bn Asian consumers will enter the Middle Class between 2020 and 2030

Source: Statista

… leading to new

opportunities in

Gen-Z are

terms of channels,

increasingly free

MOCs and products

to have

individual

expression…

60% of Gen-Z

(18-24) in Asia claim

they are willing to

explore new flavors

Source: Just-Drinks

Aspiration for a healthier lifestyle…

  • drives demand for higher quality and more premium products

65% consumers in Asia claim they are

"always or often

influenced by how a product impacts their health"

Source: Just-Drinks

3

Asia Consumer Growth Trends Leveraging Asia consumer trends through

Post- Pandemic lifestyle transformation …

  • opens new opportunities in home consumption and home entertainment

40% of Gen-Z consumers in Singapore claim they make Cocktails at home, inspired by Youtube tutorials

The Female empower- ment trend…

  • creates new opportunities in terms of categories and occasions

+55% female buyers every year for the past 5 years at Sotheby's wine & spirit auctions in HK & China

Hyper- connectivity enabled by technology…

  • multiplies the opportunities to engage with our consumers

Asia is expected to account for 50% of AR/VR revenue worldwide by 2026

Source: Just-Drinks

Source: Jing Daily

Source: Business Standard

4

The Conviviality Platform

Innovation Hub

5

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Pernod Ricard SA published this content on 10 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 10 June 2022 05:31:07 UTC.