Corporate Presentation May 2012

Page 1

A"WORLD(CLASS"PLAYER" CORPORATE"PRESENTATION" MAY"2012"


VIÑA&CONCHA&Y&TORO&

1883!FOUNDATION" OF"VIÑA"CONCHA"Y"TORO"IN"PIRQUE"

129"YEARS&OF&HISTORY! CHILE’S"LEADING"WINE"PRODUCER"

PUBLIC&COMPANY&SINCE& 1933:& MAIN&OWNERSHIP&IN&TWO&FAMILIES&WITH& A&LONG9TERM&VISION&AND&PASSION&FOR& WINE.& 3"


VIÑA&CONCHA&Y&TORO&

"

1994" FIRST"WINERY"IN"THE"WORLD" " TO"TRADE"IN"THE"NYSE"

1997" JOINT"VENTURE"BETWEEN" CONCHA"Y"TORO"AND"BARON" PHILIPPE"DE"ROTHSCHILD"

2000" BRAND"BUILDING"&" STRENGTHENING"GLOBAL"REACH" 4"


VIÑA&CONCHA&Y&TORO&

2010" MANCHESTER&UNITED&& PARTNERSHIP&

2011"

&ACQUISITION&IN&CALIFORNIA&OF& FETZER&VINEYARDS& 5"


VIÑA"CONCHA"Y"TORO:" LEADING"THE"GROWTH" OF"THE"CHILEAN"WINE" INDUSTRY"


CONCHA&Y&TORO:&CONSOLIDATED&SALES& SUSTAINED"GROWTH" (US$"MILLION)" "

& % 18

AVE

"GRO L A NU N A " E RAG

303& 172& 182&

224&

2001&

2003&

2002&

2004&

354&

2005&

TE" A R " WTH

735& 590&

872&

643&

528&

404&

2006&

2007&

2008&

2009&

2010&

2011& 7"


CONCHA&Y&TORO:&CONSOLIDATED&SALES& SUSTAINED"GROWTH"

(VOLUME:"IN"MILLION"9(LITER"CASES)" "

& E" T A % R 10 OWTH" AVE

E RAG

"GR L A U "ANN

18.5& 11.9& 13.8&

2001&

19.1&

29.2& 26.6&

29.7&

28.1&

25.7&

21.4&

15.9&

2002& 2003& 2004& 2005& 2006& 2007&

2008&

2009&

2010&

2011& 8"


WHAT"EXPLAINS"THIS"GROWTH?"

»" VIÑA&CONCHA&Y&TORO&HAS&DEVELOPED&A&SUCCESSFUL& BUSINESS&MODEL&WITH&A&STRATEGY&FOCUSED&ON:& • "QUALITY" • "BRAND"BUILDING" • "EXPORT"DRIVEN"

9"


QUALITY"


VINEYARDS&PLANTED&IN&CHILE& THE"GREATEST"DIVERSITY"OF"INDUSTRY"

Valleys"""

9"

Vineyards"

50"

Varieties"

25"

11"


TOTAL&PLANTED&AREA&

"

(In$hectares)$

"

Chile

8,802

Argentina

1,134

USA Total

453 10,389 12"


MAIN&WINERIES:&VINEYARD&AREA&PLANTED& 2ND"AMONG"WINERIES"WITH"LARGEST"VINEYARD"AREA"PLANTED"

$(HECTARES)$

"

0"

2,000"

4,000"

6,000"

8,000"

Treasury&Wine&Estates&

CONCHA&Y&TORO&&

10,389"

(CHI/ARG/USA)"

(USA)"

Pernod&Ricard&& (FR/AUS/ARG)"

Constellation"" (USA/AUS/NZ/CAD)"

"

11,031"

(AUS/USA/NZ/IT)"

E&J&Gallo&&

10,000" 12,000" 14,000"

8,100" 8,000" 7,247" Source:$Companies$Fact$Sheet,$Web$Page$Information,$Annual$Reports,$SEC$Filings$$

13"


&PRODUCTIVE&CAPACITY&&(CHILE)& Productive"cellars"""""""

15"

Vini[ication"and"cellar"capacity"

357"mm"liters"

Barrels"

43,000"

Bottling"plants"

4"

14"


SUSTAINED&INVESTMENT&OVER&TIME& 2011"RECORD"INVESTMENT:"US$"268"MILLION" "(US$"MILLION)"

268&

72& 64&

60& 37&

FETZER&ACQUISITION&&&&&&&& US$&238&MILLION&

65& 50&

60&

50&

37&

2005"

2006"

2007"

2008"

2009"

2010"

2011"

2012"E"

(Figures$in$pesos$converted$to$US$dollars$with$the$year–end$exchange$rate)$ 15"


BRAND"" BUILDING"


STRONG&PORTFOLIO&OF&WINES& BROAD"PORTFOLIO"OF"PRODUCTS""WITH"THE"" CONCHA"Y"TORO"ENDORSEMENT."UNIQUE"IN"THE"INDUSTRY."

ICON" £65"/"£65"/"£40" USD135"/"USD"120"/"USD"85"

%""of"sales"by"value"

ULTRA"PREMIUM" £18,99"/"£12,99"("15,99" USD"40"/"USD"45"("25"

6.4%&

SUPER"PREMIUM" £12,99"/"£11,99"" USD"19.99"/"USD"14.99

PREMIUM"

VARIETALS"

£8,99"/"£7,49"("9,99"" USD"13"/"USD"10"

£5,99"/""£4,99"("5,49"

31.3%&

62.3%&

USD"7"/"USD"5("6"

17"


BRAND&BUILDING& •  DEVELOPMENT"OF"A"STRONG"BASE""AT"THE"PREMIUM"LEVEL:" CASILLERO"DEL"DIABLO" " • " BRAND"BUILDING"WITH"PRIORITY"ON"FOCUS"BRANDS:" CASILLERO"DEL"DIABLO" " MARQUES"DE"CASA"CONCHA" DON"MELCHOR" " •  ENHANCEMENT"OF"THE"PREMIUM"LEVEL""

"

18"


BRAND&BUILDING&

SUCCESSFUL"POSITIONING" OF"A"GLOBAL"BRAND"IN" THE"PREMIUM"CATEGORY" 19"


GLOBAL&WINE&BRAND& SALES"2001:&" "

619,000&cases&

SALES"2011:""" " CHANGE:""""""

3,114,000&cases&&

+5&times"

20" 20"


GLOBAL&WINE&BRAND&

21" 21"


GLOBAL&WINE&BRAND&

22" 22"


QUALITY&AND&CONSISTENCY&

Cabernet"Sauvignon"2010" Finest"Value"Cabernet"on"the"planet" Matthew"Jukes,"Daily"Mail,"UK" February$2012" "

Malbec"2009" 90"pts." Robert"Parker’s"Wine"Advocate" May$2010$

"

Chardonnay"2009" Gold"Medal" Decanter" May$2011"

23" 23"


BRAND&BUILDING& GROWING"IN"IMAGE"AND"INCREASING"INTERNATIONAL" RECOGNITION"OF"THE"CONCHA"Y"TORO"PORTFOLIO"

ICONOS" USD135"/"USD"120"/"USD"85" £65"/"£65"/"£40"

ULTRA"PREMIUM" USD"40"/"USD"45"("25" £18,99"/"£12,99"("15,99"

SUPER"PREMIUM" USD"19.99"/"USD"14.99"" £12,99"/"£11,99"

%""de"ventas"por"valor"

6.4%&

PREMIUM"

VARIETALS"

USD"13"/"USD"10"" £8,99"/"£7,49"("9,99"

USD"7"/"USD"5("6" £5,99"/""£4,99"("5,49"

31.3%&

62,3%&

24"


ICON&CARMENERE&9&LAUNCHED&IN&2006&&

THE"HIGHEST"RATINGS"EVER"FOR"A"CHILEAN"WINE$

97"pts" VINTAGE"2003"&"2005

96"pts" VINTAGE"2007

95"pts" VINTAGE"2008

ROBERT$PARKER$$THE$WINE$ADVOCATE$ 25"


DON&MELCHOR:&ICON&WINE&

BEST&EXPRESSION&OF&THE&CABERNET& SAUVIGNON&FROM&PUENTE&ALTO&

200592011& SALES&VALUE&GROWTH&:&&&&& & & &" +27%

94+pts" VINTAGE"2007" ROBERT$PARKER$$THE$WINE$ADVOCATE$ $ FEBRUARY$2012 $ 26" 26"


OUTSTANDING&CONSISTENCY&

200592011& SALES&VALUE&GROWTH&:&&&&&

+95%

91"pts" CABERNET"SAUVIGNON"2009! Editors’"Choice" “Chile,"The"best"wines"for"every"occasion”" Wine"Enthusiast" February"2012"

91"pts" CARMENERE"2009! Robert"Parker""The"Wine"Advocate" February"2012"

27"


PREMIUM&SEGMENT&GROWTH& EXPORTS""BREAKDOWN"BY"MARKET"SEGMENT""

VOLUME&& (000&CASES)& 2005& ULTRA"&"SUPER" PREMIUM"

2011&

%&OF&SEGMENT&& OVER&TOTAL&SALES& 2005&

2011&

131&

320&

1.1%&

1.7%&

PREMIUM"

1,948&

3,985&

16.5%&

20.7%&

PREMIUM"AND"ABOVE"

2,079&

4,305&

17.6%&

22.3%&

VARIETAL"&"ENTRY" LEVEL"

9,711&

14,973&

82.4%&

77.7%& 28"


EXPORT" DRIVEN"


TOTAL&EXPORTS&–&CHILE&&&ARGENTINA& INCLUDE"EXPORTS"FROM"CHILE"&"ARGENTINA" (IN"US$"MILLION)"

& % 15 404&

250&

2005"

453&

577& 544& 483&

295&

2006"

2007"

2008"

2009"

2010"

2011" 30"


TOTAL&EXPORTS&–&CHILE&&&ARGENTINA& INCLUDE"EXPORTS"FROM"CHILE"&"ARGENTINA" (IN"MILLION"9(LITER"CASES)"

9%&

AGE AVER

"GR L A U "ANN

16.3& 11.8&

2005"

ATE" R " H OW T

17.6&

18.9&

20.5&

20.0&

2010"

2011"

12.9&

2006"

2007"

2008"

2009"

31"


AVERAGE&EXPORT&PRICE& AVERAGE"EXPORT"PRICE" (US$"/"CASE)"

32"


EXPORTS&BY&GEOGRAPHIC&AREA& VOLUMEN"GROWTH"BY"REGION"2005(2011" " " IN&THOUSAND&CASES&

2005&

2011&

AS&%&OF&TOTAL&

2005&

2011&

EUROPE"

5,918&

9,732&

50.2%&

48.5%&

USA"

2,669&

3,258&

22.6%&

16.3%&

540&

875&

4.6%&

4.4%&

2,035&

3,857&

17.3%&

19.2%&

573&

1,832&

4.9%&

9.1%&

AFRICA"

54&

493&

0.5%&

2.5%&

TOTAL"

11,790&

20,046&

100.0%&

100.0%&

CANADA" LATIN"AMERICA" ASIA"

33"


STRONG&DISTRIBUTION&NETWORK& EXTENSIVE"NETWORK"OF"INDEPENDENT"DISTRIBUTORS" DEVELOPMENT"OF"OWN"DISTRIBUTION"OFFICES"

UK$ NORDICS$ BRAZIL$

Concha"y"Toro"UK"(Since$2001)$ "

Concha"y"Toro"Nordics"(Sweden,$Finland$&$Norway$–$Since$2009)$ VCT"Brasil"(Since$2008)$

ASIA$

VCT"Asia"(Since$March$2010)$

USA$

Excelsior"Wine"Company"(Since$august"2011)"

MEXICO$

VCT"&"DG"México"(Operating$in$Wirst$quarter$2012)$

AFRICA$

VCT"Africa"&"Middle"East"(Operating$in$Wirst$quarter$2012)$

CANADA$

Concha"y"Toro"Canada"(Operating$in$Wirst$quarter$2012)$ 34"


STRONG&DISTRIBUTION&NETWORK&

135"COUNTRIES" " "

Productive"Operation" Distribution"Subsidiary" Commercial"of[ices"

35"


COMMERCIAL&INTEGRATION& SALES"VOLUME"UNDER"OWN"DISTRIBUTION" Cases&

%&over&total&holding&sales&

Chile"

7,235,479"""

24.4%"

Argentina"

"""678,503"

""2.3%"

United"Kingdom"

5,073,222"

17.1"%"

""""""958,010""

""3.2"%"

Brazil"

""""603,561"

"2.0"%"

USA"

4,819,941"

16.3%"

Asia"(VCT"SINGAPORE)"

""""""31,518"

""0.1%"

19,400,235&

65.4%&

Nordics"

Total&

36"


DOMESTIC" MARKET"


DOMESTIC&MARKET& MARKET"SHARE"IN"VOLUME"(%)"

&

2005&

2006&

2007&

2008&

2009&

2010&

2011&

Concha"y"Toro" "

27.1"

28.6"

30.0"

29.7"

31.5"

30.7"

30.4"

Santa"Rita"

24.4"

25.5"

27.9"

28.7"

28.9"

29.4"

29.1"

San"Pedro"(" Tarapacรก"

21.7"

21.9"

21.8"

23.0"

22.5"

24.4"

24.6"

Santa"Carolina"

3.2"

3.1"

2.3"

2.0"

1.8"

1.8"

1.7"

Others"

23.6"

20.9"

18.0"

16.6"

15.3"

13.7"

14.2" Source:$Nielsen$

38"


DOMESTIC&MARKET&–&SALES&&

IN"VOLUME""

IN"VALUE""

(In"thousands"liters)" 77,291

71,742 74,235

70,435

63,261

(Ch$"Million)"

65,119 50,467

2006

2007

2008

2009

2010

2011

2006

53,221 50,184 53,705

2007

2008

2009

59,100

2010

61,998

2011

39"


DOMESTIC&MARKET&–&PREMIUM&GROWTH& PREMIUM"SEGMENT"SALES"IN"MILLIONS"OF"PESOS"

12,508& 10,346& 8,743& 7,638& 6,543&

2006"

7,004&

&

Year&

2007"

2008"

2009"

2010"

2011"

%& Premium/& Total&&vol.&

%& Premium/& Total&Value&

2006"

3.1%"

13.0%"

2007"

2.7%"

13.2%"

2008"

3.1%"

15.2%"

2009"

3.5%"

16.3%"

2010"

4.1%"

17.5%"

2011"

5.2%"

20.2%" 40"


WORLD(CLASS" COMPANY"

VINEXPO"2011,"FRANCE."


RECOGNIZED&BY&THE&INDUSTRY& FOR"THE"SECOND"CONSECUTIVE"YEAR:"

#1&WORLD’S&MOST& ADMIRED&WINE&BRAND&

(April$2012)$

BRAND"

COUNTRY"

1.&

CONCHA&Y&TORO&

CHILE&

2."

Torres"

Spain"

3."

Antinori"

Italy"

4."

Penfolds"

Australia"

5."

Jacob’s"Creek"

Australia"

6."

Kendall"Jackson"

USA"

7."

Michel"Chapoutier"

France"

8."

Guigal"

France"

9."

Vega"Sicilia"

Spain"

10."

Château"Margaux"

France" 42"


GLOBAL&REACH&STRATEGIC&PARTNERSHIP&

PARTNERSHIP"WITH"THE" ENGLISH"CLUB"MANCHESTER" UNITED"

43"


GLOBAL&REACH&STRATEGIC&PARTNERSHIP&

44"


NEW"ORIGINS:"" NEW"GROWTH" DRIVER"


ACQUISITION&OF&FETZER&VINEYARDS& GROWTH&OPPORTUNITIES& FOR&CONCHA&Y&TORO:& •  Adds"a"new"origin"and"opens"the"doors"to" the"productive"market""in"California." •  Strengthens"the"commercial"footprint"

in"the"North"American"market."

• "Where"Concha"y"Toro"has"a"leadership"among" the"imported"brands"(#3)." • "With"the"acquisition"we"add"a"relevant" presence"in"the"domestic"market"(Fetzer"#10)"

•  Opportunity"to"develop"Fetzer"&"Bonterra" in"export"markets"where"Concha"y"Toro" has"a"proven"expertise." 46"


TWO&ATTRACTIVE&BRANDS:&FETZER&&&BONTERRA&

•  Among"the"top"10"best"selling"brands" in"the"US"market." •  Broad"portfolio"of"varieties."" •  Volume"2011:"1,700,000""cases." •  "Off"trade"distribution"focus."" •  "Recognized"California"wine"brand." •  Leader"in"the"development"of" sustainable"practices"over"20"years." •  Sustainable"positioning":"""""""""""""" “Earth(Friendly"Winery”."

&

47"


TWO&ATTRACTIVE&BRANDS:&FETZER&&&BONTERRA&

#1"in"sales"in"the"organic"category"

Pioneer"in"organic"vineyard"plantation" since"1987."

Volume"2011:"340,000"cases"

Attractive"growth:"13%"on"average"for"" 2006(2011."

Price"point:"USD"15.99""/"$13.99"

48"


STRENGTHENING&THE&PREMIUM&SEGMENT&

&&FETZER’S&SALES&MIX&

"

Mix"By"Volume"

SUPER"&"ULTRA""""""""""""""""""""""""""""""""""""""""""""""""""" PREMIUM" 15%" " &&PREMIUM& 78%" & ""BLEND"&"GENERIC" 8%" " &&&TOTAL&&

"Case"9L"(000)"

"US$"(000)"

Price"USD/Case"

254""

20,368""

80.1""

1,346""

58,723""

43.6"

130""

2,836""

21.8""

100%" ""1,730"" 81,928"" $ Fetzer$volume$considers$the$9]month$period$since$the$April$15,$acquisition.$$$

47.4""

49"


2011&FINANCIAL&RESULT&& (US$"MILLION)" 2010

2011

Var.&%

720

814

13%

Volume"(million"cases)

30

30

1%

Revenue"per"case"(us$)

24

27

12%

466

540

16%

Gross"Margin

35.4%

33.7%

1.8"pts.

SG"&"A"/"Sales

23.3%

24.0%

0.7"pts.

115

114

(1%

16.0%

14.0%

2.0pts.

Other"income"by"function

13

43

243%

Income"Taxes

19

25

34%

Net"Income

81

97

20%

147

421

186%

Avg."Interest"Rate

3.97%

3.62%

35bp

Debt/Equity

21.8%

57.9%

Revenue

Cost"of"Sales

EBITDA EBITDA"margin

Financial"Debt

(Figures$in$Chilean$pesos,$presented$in$US$$with$year]end$exchange$rate:$Ch$/US$:$519.2)$

50"


2011&RESULT& MAIN&EFFECTS&IMPACTING&RESULTS:& 1.&EXCHANGE&RATE&IMPACT&(Average"exchange"rates)"

2010&

2011&

VAR.&%&

Ch$/US$"

510.4"

483.4"

(5.3%"

Ch$/EURO"

676.6"

672.4"

(0.6%"

Ch$/GBP"

788.0"

774.8"

(1.7%"

51"


$"0" Mar(12"

Jan(12"

Nov(11"

Sep(11"

Jul(11"

May(11"

Mar(11"

Jan(11"

Nov(10"

Sep(10"

Jul(10"

May(10"

Mar(10"

Jan(10"

Nov(09"

Sep(09"

Jul(09"

May(09"

Mar(09"

Jan(09"

Nov(08"

Sep(08"

Jul(08"

May(08"

Mar(08"

Jan(08"

Nov(07"

Sep(07"

Jul(07"

May(07"

Mar(07"

Jan(07"

Ch&$&/&Liter&

2011&RESULT& MAIN&EFFECTS&IMPACTING&RESULTS:& 2.&HIGHER&WINE&COST&

Average&Bulk&Wine&price&(&Ch$/Liter)&

$"600"

$"500"

$"400"

$"300"

$"200"

$"100" Trend"Price"

Bulk"Cabernet"Industry"

52"


2011&RESULT& MAIN&EFFECTS&IMPACTING&RESULTS:& 3.&PRICE&EFFECT"

HIGHER"AVERAGE"PRICE:" AVERAGE"EXPORT"PRICE"

US$28.8/case"""»"""+8,6%" DOMESTIC"PRICE"

Ch$952/liter"""»"""+13,5%" 53"


A"WORLD(CLASS"PLAYER"" CORPORATE"PRESENTATION" MAY"2012"


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