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Pitch Book Sample - Food Sector

The document discusses the investment research firm Aranca, highlighting its services, management, and industry expertise, particularly in the food and beverage sector. It provides an overview of the Asia-Pacific food and beverage industry, including market valuation, growth forecasts, and key trends within this sector. Additionally, it lists potential investment targets and profiles selected companies in the food industry.

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Discussions Material – ABC & Co. MONTH DD, 20XX
Potential Targets in Food Sector • Aranca – Overview • Situation Overview – Asia-Pacific Food & Beverage Industry • Potential Targets – Short Profiles Key Discussion Points ABC & CO. 2
Aranca OVERVIEW ABC & CO. 3
Aranca – Company Overview ABC & CO. 4 Company Overview Key Management • Founded in UK in 2003, Aranca is a provider of customized investment research, business research, valuation services and intellectual property research services • The company research solutions includes: • Investment Research: Provides customized, equity research outsourcing, financial research outsourcing, economic research outsourcing and analytical support • Business Research: Provides customized research solutions on markets, competition, customers, supply chain, innovation and technology trends • Valuation and Advisory Services: Provides defensible valuations and fairness opinions for tax compliance and financial reporting (US GAAP/IFRS) • Intellectual Property Research: Provides intellectual property research, analytics, valuation and out- licensing support services • Company’s clientele includes Fortune 500 corporations, large financial institutions like investment banks, hedge funds, PE/VC firms, brokers, and startup firms • The company has global presence including in the US, Europe and Middle East, and a state-of-the-art delivery center in Mumbai, India Hemendra Aran Founder & CEO • Served at Infosys where he worked with global corporations such as Goldman Sachs, Reebok and Thomson Electronics • Alumnus of London Business School (MBA), Haas School of Business, University of California, Berkeley and Indian Institute of Technology (Madras) Madhusudan Rajagopalan Director, India Operations • Served as a management consultant with Accenture where he handled strategy and business performance improvement assignments • Alumnus of the Indian Institute of Management, Bangalore and IIT Madras (B.Tech) Neeraj Bhardwaj Director, Business Development • Over 10 years of experience in financial services, outsourcing and consulting • Founded a business process outsourcing company after serving as Bank Analyst at with the Bank of England • Holds a Bachelors in Finance from the London School of Economics and an MBA from London Business School Source: Company Website
Aranca – Experience & Coverage ABC & CO. 5 Sector Experience Across Regions Coverage Source: Company Website Sector / Industry North America Latin America Western Europe Eastern & Central Europe Middle East & Africa Asia Pacific Aerospace & Defense • • • • Automobiles & Components • • • • Banking • • • • • • Capital Goods • • • • • Chemicals • • • • Construction & Engineering • • • • Diversified Financials • • • • • • Energy Equipment & Services • • • • • Food Beverage & Tobacco • • • • Health Care Equipment & Services • • • • Hotels Restaurants & Leisure • • • • • • Household & Personal Products • • • • Household Durables • • • • Insurance • • • • • IT Software & Services • • • • Media • • • Metals & Mining • • • • • • Oil & Gas • • • • • • Paper & Forest Products • • • • Pharmaceuticals • • • • • Real Estate • • • • • • Retailing • • • • • • Semiconductors & Equipment • • • Telecommunication Services • • • • • • Textiles, Apparel & Luxury Goods • • • • Transportation & Logistics • • • • • • North America 34% Asia Pacific 16% Middle East & Africa 18% Europe 18% Latin America 14% Coverage by Geography Large Cap 32% Mid Cap 46% Small Cap 22% Coverage by Market Cap
Aranca – Assignments Handled ABC & CO. 6 Selected Assignments Handled Source: Company Website Case Studies Private Equity / Venture Capital Firms Identification and profiling of companies in target sectors with specific technology capabilities PE – VC Research Identifying investment opportunities in the global Toll Road theme Investment Banking Analytics Identifying potential acquisition targets in the bakery segment in Europe Enterprises Profiling and short-listing suitable acquisition candidates in the chemicals sector PE – VC Research Dedicated analyst support – preparation of sector and thematic report, PPM documents and monthly newsletters Equity Research Investment screening of stocks based on fundamental parameters – quantitative & qualitative
Situation Overview ASIA-PACIFIC FOOD & BEVERAGE INDUSTRY ABC & CO. 7
$174.0 $1.4 $112.2 $15.0 $21.8 $52.0 $44.7 $12.7 $11.5 $141.8 $24.6 $19.1 $47.5 $18.1 Alcoholic Drinks Baby Food Beer Bottled Water Confectionery Dairy Products Frozen Food Functional Drinks Juices Meat, Fish & Poultry Milk Savory Snacks Spirits Wine 2009 Market Size F&B – Industry Overview ABC & CO. 8 Industry Overview Asia-Pacific F&B Market • The global food and beverage (F&B) industry was valued at $5.7 trillion in 2008 and is expected to increase to more than $7 trillion by 2014, at a CAGR of 3.5% • The global food products industry, which consists of agricultural products and packaged foods, generated revenues of $3.2 trillion in 2008 and is expected to increase at a CAGR of 4.6% to $4 trillion by 2013 • The global beverage industry, which consists of soft drinks, beers, ciders, spirits and wines, was valued at $1.4 trillion in 2008 and is expected to rise at a CAGR of 2.6% to $1.6 trillion by 2013 • The share of Asia Pacific region in the global F&B industry's value is projected to increase from 31.5% in 2011 to 34.2% by 2015 • The developing countries in Asia Pacific region including India, China and Indonesia are likely to drive the sales of processed food in Asia • India’s F&B market was valued at $182 billion in 2007-08 while the food processing sector alone was worth $72 billion in 2008 • China’s food processing sector is valued at $50 billion in 2008 ($ in billions) Source: IMAP, ASSOCHAM-TechSci study, and Datamonitor
Industry Value Chain • This industry is involved in the production and collection of raw agricultural commodities such as rice, wheat and corn • Food processing is an integral part of the value chain and involves the processing of raw food commodities into forms that can be easily distributed and sold to consumers. This division is further divided into the following: • Food, Major Diversified • Beverages, Alcoholic & Non- Alcoholic • Confectioners • This is the final stage of the F&B value chain and entails the distribution of finished or near-finished food products to consumers. This industry includes: • Grocers/Supermarkets • Restaurants • Casual & Upscale Restaurants Farming Processing Distribution F&B – Industry Trends ABC & CO. 9 Source: IMAP Key Trends • Asia-Pacific is emerging as a major contributor of raw materials to the F&B industry • Food purchases are shifting from staple foods rich in carbohydrates to more expensive foods such as meat and dairy products • China, Russia and India have increased their production capacities • China increased its wheat production capacity by 26% in 2003-07 • Russia raised its capacity by 45% • At present, approximately 58% of produced food is consumed by developing countries • This is expected to climb to 72% by 2050 supported by the fact that 37% of the world’s population currently lives in China and India • Demand for cereals is expected to rise from the current 2.1 billion tonnes to more than 3 billion tonnes by 2050 • Demand for meat production is likely to grow by 200 million tonnes to 470 million tonnes over the same period
$697.4 $353.2 $324.7 $178.4 $84.5 $26.2 $1,032.8 $452.7 $386.7 $212.8 $101.9 $30.5 China India Russia Indonesia South Korea Malaysia China India Russia Indonesia South Korea Malaysia 2012 2017 Food Beverage F&B – Geographic Overview ABC & CO. 10 Asia-Pacific – Opportunities & Risk Factors Source: Linklaters Asia-Pacific – Major Countries F&B Market ($ in billions) Countries China India Russia Indonesia South Korea Malaysia Market Size Market Growth in Real Terms Market Growth in % Terms Production Base Potential Highest Opportunity Lowest Opportunity Growth Forecast Risk Sovereign Risk Corruption Risk F&B Investment Restrictiveness Quality of Investor Protection Highest Risk Lowest Risk RiskFactors Opportunity Factors
Potential Targets SHORT PROFILES ABC & CO. 11
Potential Targets ABC & CO. 12 Company Business Overview Engages in the manufacture and sale of snack confectionary, bakery food and cereal food. Operates in two business segments • Food Manufacture and Sale segment manufactures and sells potato series snacks, bakery foods and prepared food bread, among others • Others segment is engaged in the operation of logistics, planning, production and dispatching of sales promotion tools Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Calbee, Inc. Founded: 1949 HQ: Tokyo, Japan CEO: Akira Matsumoto (JPY in millions) Stock Price (11/1/13) ¥2,502.00 Market Cap ¥330,073 LTM P/E 31.6x LTM P/Sales 1.8x • A meat products provider offering high-temperature meat products, low-temperature meat products, fresh meat and frozen meat • Also offers technical consulting services, logistics services and chemical products • Mainly operates its businesses within domestic markets Henan Shuanghui Invt & Dev. Co Ltd Founded: 1988 HQ: Henan, China Chairman: Wan Long Engages in production and distribution of dairy products and mixed feedstuffs • Major products include liquid milk products, including milk, dairy drinks, milk and dairy drinks for children; milk powder and milk products, including milk powder for infants, milk powder for adults, soybean powder and dairy snacks, as well as cold drink products and mixed feedstuffs, among others Inner Mongolia Yili Founded: 1993 HQ: Mongolia, China Chairman: Pan Gang A rice miller and Basmati Rice exporter. Operates in two segments: • Agri segment engages in agri commodities, such as rice, cotton, seed, bran and bran oil • Energy segment is engaged in power generation from wind turbine and husk based power plant Offers number of brands to its customers, such as India Gate, Doon, Nur Jahan, Indian Farm, Bemisal, Aarati, Unity, Lotus, Taj Mahal Tilla, Shubh Mangal, Necklace and Lion KRBL Ltd. Founded: 1988 HQ: Delhi, India MD: Anil Kumar Mittal (JPY in millions) Revenue ¥183,666 Gross Margin % 43.9% EBITDA % 12.8% LTM EPS ¥87.43 (CNY in millions) Stock Price (11/4/13) ¥45.28 Market Cap ¥101,205 LTM P/E 29.5x LTM P/Sales 2.4x (CNY in millions) Revenue ¥43,148 Gross Margin % 19.1% EBITDA % 10.7% LTM EPS ¥2.13 (CNY in millions) Stock Price (11/4/13) ¥39.56 Market Cap ¥80,695 LTM P/E 27.1x LTM P/Sales 1.8x (CNY in millions) Revenue ¥44,831 Gross Margin % 30.0% EBITDA % 5.9% LTM EPS ¥1.51 (INR in millions) Stock Price (11/3/13) ₹ 29.65 Market Cap ₹ 6,993 LTM P/E 4.9x LTM P/Sales 0.3x (INR in millions) Revenue ₹ 22,628 Operating Margin % 37.0% Net Margin % 0.5% LTM EPS ₹ 5.37 (Public)
Potential Targets ABC & CO. 13 Company Business Overview Engages in the food manufacturing business • Products portfolio consists of pies under the brand names of Choco Pie, Fresh Pie and Haute; snacks under the brand names of POCHACHIP, Cornchip HOT, Oh! Gamja, SWINGCHIP, Toonies and others; biscuits under the brand names of Gosomi, Choco Chip Cookie, Digesta, Bebe, O'Tato and others, and chocolates under the brand names of Mini Pole, Eggmon, Choco Boy, To You, Hotbreak Chocobar and others, as well as candies and gums Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Orion Corp Founded: 1956 HQ: Seoul, South Korea CEO: Sang Woo Kim Engages in the manufacturing and marketing of cocoa ingredients and consumer chocolate confectionery products and investment holding. Operating segments include: • Branded Consumer Division engages in the manufacture and marketing of chocolate confectionery products • Cocoa Ingredients Division, engages in the manufacture and marketing of a range of speciality cocoa butter, liquor and powder Petra Foods Ltd. Founded: 1984 HQ: Singapore CEO: Chuang Tiong Choon "John" • An integrated oilseed solvent extraction and edible oil refining company • Engages in processing of oil-seeds and refining of crude oil for edible use • Produces oil meal, food products from soya and value added products from downstream and upstream processing • Manufactures edible oils, vanaspati, bakery fats and soya foods Ruchi Soya Industries Founded: 1986 HQ: Mumbai, India MD: Dinesh Shahra Specializes in the production and distribution of instant noodles, beverages and baked goods. Operates in following segments: • Instant noodles segment provides bowl noodles, packet noodles and fried crispy noodles with pickled series, and Lu Xiang series • Beverages segment provides diluted juices, carbonated drinks, ready-to-drink tea, bottled water, fruit juice drinks, and milk tea • Instant food segment provides sandwich crackers, muffins, egg rolls and leisure puffed food made of potatoes Tingyi Cayman Islands Holding Corp Founded: 1991 HQ: Tianjin, China CEO: Wei Ing-Chou (SGD in millions) Stock Price (11/5/13) $3.48 Market Cap $2,151 LTM P/E 32.1x LTM P/Sales 2.4x (SGD in millions) Revenue $733 Gross Margin % 24.2% EBITDA % 13.2% LTM EPS $0.02 (INR in millions) Stock Price (11/5/13) ₹ 34.15 Market Cap ₹ 11,875 LTM P/E 4.2x EV/EBITDA 1.1x (INR in millions) Revenue ₹ 298,710 EBITDA % 3.5% Net Margin % 0.9% LTM EPS ₹ 8.19 (HKD in millions) Stock Price (11/4/13) $22.20 Market Cap $126,461 LTM P/E 44.5x LTM P/Sales 1.6x (HKD in millions) Revenue $78,062 Gross Margin % 29.9% EBITDA % 10.8% LTM EPS $0.51 (KRW in millions) Stock Price (11/5/13) ₩1,009,000 Market Cap ₩6,154,792 LTM P/E 38.9x LTM P/Sales 2.5x (KRW in millions) Revenue ₩1,844,649 Gross Margin % 41.9% EBITDA % 14.4% LTM EPS ₩26,479 (Public)
Potential Targets ABC & CO. 14 Company Business Overview A food manufacturing company. Operates in following major divisions: • Seafood division is engages in the purchase, processing and sale of seafoods in domestic and overseas markets • Instant Noodles division provides cup and bag noodles • Low Temperature Food division manufactures/sells steamed & roasted buckwheat noodles and commercial cocking products • Prepared Food division manufactures/sells of sterile packaged rice Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Toyo Suisan Kaisha Ltd Founded: 1953 HQ: Tokyo, Japan Chairman: Tadasu Tsutsumi A food product company involved in a range of food-related businesses, including the manufacture and distribution of branded consumer foods. Operates in following major divisions: • Branded consumer foods segment manufactures and distributes salty snacks, chocolates, candies, biscuits, and bakery products • Agro-industrial products segment engages in hog & poultry farming, producing animal feeds and animal health products Commodity food segment engages in sugar milling &refining Universal Robina Corp Founded: 1954 HQ: Manila, Philippines President: Lance Y Gokongwei Engages in manufacturing, distribution and sale of rice crackers, dairy products and beverages, snack foods and other products. Segments: • Manufacturing & sale of Rice crackers, including sugar coated crackers • Dairy products and beverages, including flavored milk, yogurt drinks • Snack foods, including candies, popsicles and jellies, and ball cakes Want China Holdings Ltd Founded: 2007 HQ: Shanghai, China CEO: Tsai Eng-Meng Operates in following major segments: • Palm and laurics: Merchandising & processing of palm oil & laurics • Oilseeds and grains: Merchandising and processing of edible oils, oilseeds and grains • Consumer products: Packaging & sales of consumer pack edible oils, rice, flour and grains • Plantation and palm oil mills: Oil palm cultivation and milling • Milling: Milling of sugarcane to produce raw sugar and by-products Wilmar International Founded: 1991 HQ: Singapore CEO: Kuok Khoon Hong (JPY in millions) Stock Price (11/5/13) ¥2,958.00 Market Cap ¥336,524 LTM P/E 14.3x LTM P/Sales 0.9x (JPY in millions) Revenue ¥362,546 Gross Margin % 37.8% EBITDA % 10.6% LTM EPS ¥212.13 (PHP in millions) Stock Price (11/5/13) 126.10 Market Cap 277,487 LTM P/E 26.5x LTM P/Sales 3.5x (PHP in millions) Revenue 78,486 Gross Margin % 28.2% EBITDA % 15.6% LTM EPS 4.81 (HKD in millions) Stock Price (11/4/13) $11.96 Market Cap $158,685 LTM P/E 32.5x LTM P/Sales 5.7x (HKD in millions) Revenue $27,791 Gross Margin % 41.4% EBITDA % 25.1% LTM EPS $0.37 (SGD in millions) Stock Price (11/4/13) $3.41 Market Cap $22,093 LTM P/E 12.6x LTM P/Sales 1.8x (SGD in millions) Revenue $12,274 Gross Margin % 8.5% EBITDA % 5.1% LTM EPS $0.22 (Public)
Potential Targets ABC & CO. 15 Company Business Overview Manufactures & supplies food & beverage products • Product lines include dairy drinks, bottled water, carbonated drinks, bottled tea, juices, canned food, medicine and health care products, infant food, and snacks • Designs, manufactures, and sells fashionable kids wear for newborns and children up to fourteen years of age • Also owns and operates a boutique shopping mall Source: Company Website and Bloomberg Businessweek Key Products/Brands Hangzhou Wahaha Group Founded: 1987 HQ: Zhejiang, China Founder: Qinghou Zong Operates as a wholesaler in the food industry • Merchandizing portfolio includes dried foods; chilled foods, such as dairy products, yogurt, and desserts; and a line of frozen food products for professional and consumer markets • Offers retail support services, which include provision of an informational common tool for sales promotion, a trading area analysis tool, and a sales promotion magazine Nippon Access, Inc. Founded: 1952 HQ: Tokyo, Japan CEO: Shigeharu Tanaka Manufactures, markets, and sells biscuits and confectioneries • Offers glucose, milk, sweet and salted cream, wafer crème, cumin seed, and cheese biscuits; toffees and hard-boiled candies in chocolate, mint, cola, and tropical fruit flavors; and snacks, including chips and wafers Parle Products Ltd. Founded: 1929 HQ: Mumbai, India Owners: Chauhan family Engages in the manufacture and sale of beverage and food products. The company three main areas of operation: • Producing alcoholic beverages (including MIDORI melon-flavored liqueur) • Producing health food and supplement and non-alcoholic beverages • Running restaurant, fitness, and floral operations Suntory Holdings Ltd. Founded: 1899 HQ: Osaka, Japan Chairman: Nobutada Saji (Private)

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Pitch Book Sample - Food Sector

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    Discussions Material –ABC & Co. MONTH DD, 20XX
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    Potential Targets in Food Sector •Aranca – Overview • Situation Overview – Asia-Pacific Food & Beverage Industry • Potential Targets – Short Profiles Key Discussion Points ABC & CO. 2
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    Aranca – CompanyOverview ABC & CO. 4 Company Overview Key Management • Founded in UK in 2003, Aranca is a provider of customized investment research, business research, valuation services and intellectual property research services • The company research solutions includes: • Investment Research: Provides customized, equity research outsourcing, financial research outsourcing, economic research outsourcing and analytical support • Business Research: Provides customized research solutions on markets, competition, customers, supply chain, innovation and technology trends • Valuation and Advisory Services: Provides defensible valuations and fairness opinions for tax compliance and financial reporting (US GAAP/IFRS) • Intellectual Property Research: Provides intellectual property research, analytics, valuation and out- licensing support services • Company’s clientele includes Fortune 500 corporations, large financial institutions like investment banks, hedge funds, PE/VC firms, brokers, and startup firms • The company has global presence including in the US, Europe and Middle East, and a state-of-the-art delivery center in Mumbai, India Hemendra Aran Founder & CEO • Served at Infosys where he worked with global corporations such as Goldman Sachs, Reebok and Thomson Electronics • Alumnus of London Business School (MBA), Haas School of Business, University of California, Berkeley and Indian Institute of Technology (Madras) Madhusudan Rajagopalan Director, India Operations • Served as a management consultant with Accenture where he handled strategy and business performance improvement assignments • Alumnus of the Indian Institute of Management, Bangalore and IIT Madras (B.Tech) Neeraj Bhardwaj Director, Business Development • Over 10 years of experience in financial services, outsourcing and consulting • Founded a business process outsourcing company after serving as Bank Analyst at with the Bank of England • Holds a Bachelors in Finance from the London School of Economics and an MBA from London Business School Source: Company Website
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    Aranca – Experience& Coverage ABC & CO. 5 Sector Experience Across Regions Coverage Source: Company Website Sector / Industry North America Latin America Western Europe Eastern & Central Europe Middle East & Africa Asia Pacific Aerospace & Defense • • • • Automobiles & Components • • • • Banking • • • • • • Capital Goods • • • • • Chemicals • • • • Construction & Engineering • • • • Diversified Financials • • • • • • Energy Equipment & Services • • • • • Food Beverage & Tobacco • • • • Health Care Equipment & Services • • • • Hotels Restaurants & Leisure • • • • • • Household & Personal Products • • • • Household Durables • • • • Insurance • • • • • IT Software & Services • • • • Media • • • Metals & Mining • • • • • • Oil & Gas • • • • • • Paper & Forest Products • • • • Pharmaceuticals • • • • • Real Estate • • • • • • Retailing • • • • • • Semiconductors & Equipment • • • Telecommunication Services • • • • • • Textiles, Apparel & Luxury Goods • • • • Transportation & Logistics • • • • • • North America 34% Asia Pacific 16% Middle East & Africa 18% Europe 18% Latin America 14% Coverage by Geography Large Cap 32% Mid Cap 46% Small Cap 22% Coverage by Market Cap
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    Aranca – AssignmentsHandled ABC & CO. 6 Selected Assignments Handled Source: Company Website Case Studies Private Equity / Venture Capital Firms Identification and profiling of companies in target sectors with specific technology capabilities PE – VC Research Identifying investment opportunities in the global Toll Road theme Investment Banking Analytics Identifying potential acquisition targets in the bakery segment in Europe Enterprises Profiling and short-listing suitable acquisition candidates in the chemicals sector PE – VC Research Dedicated analyst support – preparation of sector and thematic report, PPM documents and monthly newsletters Equity Research Investment screening of stocks based on fundamental parameters – quantitative & qualitative
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    Situation Overview ASIA-PACIFIC FOOD& BEVERAGE INDUSTRY ABC & CO. 7
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    $174.0 $1.4 $112.2 $15.0 $21.8 $52.0 $44.7 $12.7 $11.5 $141.8 $24.6 $19.1 $47.5 $18.1 Alcoholic Drinks Baby Food Beer BottledWater Confectionery Dairy Products Frozen Food Functional Drinks Juices Meat, Fish & Poultry Milk Savory Snacks Spirits Wine 2009 Market Size F&B – Industry Overview ABC & CO. 8 Industry Overview Asia-Pacific F&B Market • The global food and beverage (F&B) industry was valued at $5.7 trillion in 2008 and is expected to increase to more than $7 trillion by 2014, at a CAGR of 3.5% • The global food products industry, which consists of agricultural products and packaged foods, generated revenues of $3.2 trillion in 2008 and is expected to increase at a CAGR of 4.6% to $4 trillion by 2013 • The global beverage industry, which consists of soft drinks, beers, ciders, spirits and wines, was valued at $1.4 trillion in 2008 and is expected to rise at a CAGR of 2.6% to $1.6 trillion by 2013 • The share of Asia Pacific region in the global F&B industry's value is projected to increase from 31.5% in 2011 to 34.2% by 2015 • The developing countries in Asia Pacific region including India, China and Indonesia are likely to drive the sales of processed food in Asia • India’s F&B market was valued at $182 billion in 2007-08 while the food processing sector alone was worth $72 billion in 2008 • China’s food processing sector is valued at $50 billion in 2008 ($ in billions) Source: IMAP, ASSOCHAM-TechSci study, and Datamonitor
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    Industry Value Chain •This industry is involved in the production and collection of raw agricultural commodities such as rice, wheat and corn • Food processing is an integral part of the value chain and involves the processing of raw food commodities into forms that can be easily distributed and sold to consumers. This division is further divided into the following: • Food, Major Diversified • Beverages, Alcoholic & Non- Alcoholic • Confectioners • This is the final stage of the F&B value chain and entails the distribution of finished or near-finished food products to consumers. This industry includes: • Grocers/Supermarkets • Restaurants • Casual & Upscale Restaurants Farming Processing Distribution F&B – Industry Trends ABC & CO. 9 Source: IMAP Key Trends • Asia-Pacific is emerging as a major contributor of raw materials to the F&B industry • Food purchases are shifting from staple foods rich in carbohydrates to more expensive foods such as meat and dairy products • China, Russia and India have increased their production capacities • China increased its wheat production capacity by 26% in 2003-07 • Russia raised its capacity by 45% • At present, approximately 58% of produced food is consumed by developing countries • This is expected to climb to 72% by 2050 supported by the fact that 37% of the world’s population currently lives in China and India • Demand for cereals is expected to rise from the current 2.1 billion tonnes to more than 3 billion tonnes by 2050 • Demand for meat production is likely to grow by 200 million tonnes to 470 million tonnes over the same period
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    $697.4 $353.2 $324.7 $178.4 $84.5 $26.2 $1,032.8 $452.7 $386.7 $212.8 $101.9 $30.5 China IndiaRussia Indonesia South Korea Malaysia China India Russia Indonesia South Korea Malaysia 2012 2017 Food Beverage F&B – Geographic Overview ABC & CO. 10 Asia-Pacific – Opportunities & Risk Factors Source: Linklaters Asia-Pacific – Major Countries F&B Market ($ in billions) Countries China India Russia Indonesia South Korea Malaysia Market Size Market Growth in Real Terms Market Growth in % Terms Production Base Potential Highest Opportunity Lowest Opportunity Growth Forecast Risk Sovereign Risk Corruption Risk F&B Investment Restrictiveness Quality of Investor Protection Highest Risk Lowest Risk RiskFactors Opportunity Factors
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    Potential Targets ABC &CO. 12 Company Business Overview Engages in the manufacture and sale of snack confectionary, bakery food and cereal food. Operates in two business segments • Food Manufacture and Sale segment manufactures and sells potato series snacks, bakery foods and prepared food bread, among others • Others segment is engaged in the operation of logistics, planning, production and dispatching of sales promotion tools Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Calbee, Inc. Founded: 1949 HQ: Tokyo, Japan CEO: Akira Matsumoto (JPY in millions) Stock Price (11/1/13) ¥2,502.00 Market Cap ¥330,073 LTM P/E 31.6x LTM P/Sales 1.8x • A meat products provider offering high-temperature meat products, low-temperature meat products, fresh meat and frozen meat • Also offers technical consulting services, logistics services and chemical products • Mainly operates its businesses within domestic markets Henan Shuanghui Invt & Dev. Co Ltd Founded: 1988 HQ: Henan, China Chairman: Wan Long Engages in production and distribution of dairy products and mixed feedstuffs • Major products include liquid milk products, including milk, dairy drinks, milk and dairy drinks for children; milk powder and milk products, including milk powder for infants, milk powder for adults, soybean powder and dairy snacks, as well as cold drink products and mixed feedstuffs, among others Inner Mongolia Yili Founded: 1993 HQ: Mongolia, China Chairman: Pan Gang A rice miller and Basmati Rice exporter. Operates in two segments: • Agri segment engages in agri commodities, such as rice, cotton, seed, bran and bran oil • Energy segment is engaged in power generation from wind turbine and husk based power plant Offers number of brands to its customers, such as India Gate, Doon, Nur Jahan, Indian Farm, Bemisal, Aarati, Unity, Lotus, Taj Mahal Tilla, Shubh Mangal, Necklace and Lion KRBL Ltd. Founded: 1988 HQ: Delhi, India MD: Anil Kumar Mittal (JPY in millions) Revenue ¥183,666 Gross Margin % 43.9% EBITDA % 12.8% LTM EPS ¥87.43 (CNY in millions) Stock Price (11/4/13) ¥45.28 Market Cap ¥101,205 LTM P/E 29.5x LTM P/Sales 2.4x (CNY in millions) Revenue ¥43,148 Gross Margin % 19.1% EBITDA % 10.7% LTM EPS ¥2.13 (CNY in millions) Stock Price (11/4/13) ¥39.56 Market Cap ¥80,695 LTM P/E 27.1x LTM P/Sales 1.8x (CNY in millions) Revenue ¥44,831 Gross Margin % 30.0% EBITDA % 5.9% LTM EPS ¥1.51 (INR in millions) Stock Price (11/3/13) ₹ 29.65 Market Cap ₹ 6,993 LTM P/E 4.9x LTM P/Sales 0.3x (INR in millions) Revenue ₹ 22,628 Operating Margin % 37.0% Net Margin % 0.5% LTM EPS ₹ 5.37 (Public)
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    Potential Targets ABC &CO. 13 Company Business Overview Engages in the food manufacturing business • Products portfolio consists of pies under the brand names of Choco Pie, Fresh Pie and Haute; snacks under the brand names of POCHACHIP, Cornchip HOT, Oh! Gamja, SWINGCHIP, Toonies and others; biscuits under the brand names of Gosomi, Choco Chip Cookie, Digesta, Bebe, O'Tato and others, and chocolates under the brand names of Mini Pole, Eggmon, Choco Boy, To You, Hotbreak Chocobar and others, as well as candies and gums Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Orion Corp Founded: 1956 HQ: Seoul, South Korea CEO: Sang Woo Kim Engages in the manufacturing and marketing of cocoa ingredients and consumer chocolate confectionery products and investment holding. Operating segments include: • Branded Consumer Division engages in the manufacture and marketing of chocolate confectionery products • Cocoa Ingredients Division, engages in the manufacture and marketing of a range of speciality cocoa butter, liquor and powder Petra Foods Ltd. Founded: 1984 HQ: Singapore CEO: Chuang Tiong Choon "John" • An integrated oilseed solvent extraction and edible oil refining company • Engages in processing of oil-seeds and refining of crude oil for edible use • Produces oil meal, food products from soya and value added products from downstream and upstream processing • Manufactures edible oils, vanaspati, bakery fats and soya foods Ruchi Soya Industries Founded: 1986 HQ: Mumbai, India MD: Dinesh Shahra Specializes in the production and distribution of instant noodles, beverages and baked goods. Operates in following segments: • Instant noodles segment provides bowl noodles, packet noodles and fried crispy noodles with pickled series, and Lu Xiang series • Beverages segment provides diluted juices, carbonated drinks, ready-to-drink tea, bottled water, fruit juice drinks, and milk tea • Instant food segment provides sandwich crackers, muffins, egg rolls and leisure puffed food made of potatoes Tingyi Cayman Islands Holding Corp Founded: 1991 HQ: Tianjin, China CEO: Wei Ing-Chou (SGD in millions) Stock Price (11/5/13) $3.48 Market Cap $2,151 LTM P/E 32.1x LTM P/Sales 2.4x (SGD in millions) Revenue $733 Gross Margin % 24.2% EBITDA % 13.2% LTM EPS $0.02 (INR in millions) Stock Price (11/5/13) ₹ 34.15 Market Cap ₹ 11,875 LTM P/E 4.2x EV/EBITDA 1.1x (INR in millions) Revenue ₹ 298,710 EBITDA % 3.5% Net Margin % 0.9% LTM EPS ₹ 8.19 (HKD in millions) Stock Price (11/4/13) $22.20 Market Cap $126,461 LTM P/E 44.5x LTM P/Sales 1.6x (HKD in millions) Revenue $78,062 Gross Margin % 29.9% EBITDA % 10.8% LTM EPS $0.51 (KRW in millions) Stock Price (11/5/13) ₩1,009,000 Market Cap ₩6,154,792 LTM P/E 38.9x LTM P/Sales 2.5x (KRW in millions) Revenue ₩1,844,649 Gross Margin % 41.9% EBITDA % 14.4% LTM EPS ₩26,479 (Public)
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    Potential Targets ABC &CO. 14 Company Business Overview A food manufacturing company. Operates in following major divisions: • Seafood division is engages in the purchase, processing and sale of seafoods in domestic and overseas markets • Instant Noodles division provides cup and bag noodles • Low Temperature Food division manufactures/sells steamed & roasted buckwheat noodles and commercial cocking products • Prepared Food division manufactures/sells of sterile packaged rice Source: Company Website, Reuters, Bloomberg, and Google Finance Financial InfoMarket Info Toyo Suisan Kaisha Ltd Founded: 1953 HQ: Tokyo, Japan Chairman: Tadasu Tsutsumi A food product company involved in a range of food-related businesses, including the manufacture and distribution of branded consumer foods. Operates in following major divisions: • Branded consumer foods segment manufactures and distributes salty snacks, chocolates, candies, biscuits, and bakery products • Agro-industrial products segment engages in hog & poultry farming, producing animal feeds and animal health products Commodity food segment engages in sugar milling &refining Universal Robina Corp Founded: 1954 HQ: Manila, Philippines President: Lance Y Gokongwei Engages in manufacturing, distribution and sale of rice crackers, dairy products and beverages, snack foods and other products. Segments: • Manufacturing & sale of Rice crackers, including sugar coated crackers • Dairy products and beverages, including flavored milk, yogurt drinks • Snack foods, including candies, popsicles and jellies, and ball cakes Want China Holdings Ltd Founded: 2007 HQ: Shanghai, China CEO: Tsai Eng-Meng Operates in following major segments: • Palm and laurics: Merchandising & processing of palm oil & laurics • Oilseeds and grains: Merchandising and processing of edible oils, oilseeds and grains • Consumer products: Packaging & sales of consumer pack edible oils, rice, flour and grains • Plantation and palm oil mills: Oil palm cultivation and milling • Milling: Milling of sugarcane to produce raw sugar and by-products Wilmar International Founded: 1991 HQ: Singapore CEO: Kuok Khoon Hong (JPY in millions) Stock Price (11/5/13) ¥2,958.00 Market Cap ¥336,524 LTM P/E 14.3x LTM P/Sales 0.9x (JPY in millions) Revenue ¥362,546 Gross Margin % 37.8% EBITDA % 10.6% LTM EPS ¥212.13 (PHP in millions) Stock Price (11/5/13) 126.10 Market Cap 277,487 LTM P/E 26.5x LTM P/Sales 3.5x (PHP in millions) Revenue 78,486 Gross Margin % 28.2% EBITDA % 15.6% LTM EPS 4.81 (HKD in millions) Stock Price (11/4/13) $11.96 Market Cap $158,685 LTM P/E 32.5x LTM P/Sales 5.7x (HKD in millions) Revenue $27,791 Gross Margin % 41.4% EBITDA % 25.1% LTM EPS $0.37 (SGD in millions) Stock Price (11/4/13) $3.41 Market Cap $22,093 LTM P/E 12.6x LTM P/Sales 1.8x (SGD in millions) Revenue $12,274 Gross Margin % 8.5% EBITDA % 5.1% LTM EPS $0.22 (Public)
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    Potential Targets ABC &CO. 15 Company Business Overview Manufactures & supplies food & beverage products • Product lines include dairy drinks, bottled water, carbonated drinks, bottled tea, juices, canned food, medicine and health care products, infant food, and snacks • Designs, manufactures, and sells fashionable kids wear for newborns and children up to fourteen years of age • Also owns and operates a boutique shopping mall Source: Company Website and Bloomberg Businessweek Key Products/Brands Hangzhou Wahaha Group Founded: 1987 HQ: Zhejiang, China Founder: Qinghou Zong Operates as a wholesaler in the food industry • Merchandizing portfolio includes dried foods; chilled foods, such as dairy products, yogurt, and desserts; and a line of frozen food products for professional and consumer markets • Offers retail support services, which include provision of an informational common tool for sales promotion, a trading area analysis tool, and a sales promotion magazine Nippon Access, Inc. Founded: 1952 HQ: Tokyo, Japan CEO: Shigeharu Tanaka Manufactures, markets, and sells biscuits and confectioneries • Offers glucose, milk, sweet and salted cream, wafer crème, cumin seed, and cheese biscuits; toffees and hard-boiled candies in chocolate, mint, cola, and tropical fruit flavors; and snacks, including chips and wafers Parle Products Ltd. Founded: 1929 HQ: Mumbai, India Owners: Chauhan family Engages in the manufacture and sale of beverage and food products. The company three main areas of operation: • Producing alcoholic beverages (including MIDORI melon-flavored liqueur) • Producing health food and supplement and non-alcoholic beverages • Running restaurant, fitness, and floral operations Suntory Holdings Ltd. Founded: 1899 HQ: Osaka, Japan Chairman: Nobutada Saji (Private)