百威亞太(01876.HK)：2021財年收入增加14.9%至67.88億美元
格隆匯2月24日丨百威亞太(01876.HK)發佈2021財政年度業績報吿，2021財政年度，總銷量全年增加8.3%至878,780萬公升啤酒，並於第四季加速增長至8.6%，助力於所有主要市場於第四季均實現市場份額增長；收入增加14.9%至67.88億美元，按呈報基準計增加21.5%，每百升收入增加6.1%，按呈報基準計增長12.1%，原因是正面的包裝和品牌組合帶動所有主要市場的高端及以上產品銷售皆錄得雙位數增長；正常化除息税折舊攤銷前盈利增加27.3%。在銷售收入增長及經營效率提高下，正常化除息税折舊攤銷前盈利率上升308個基點至31.5%。
2021財政年度，百威亞太股權持有人應占正常化溢利由2020財政年度的5.57億美元增加至9.80億美元，按呈報基準計增加75.9%，原因是正常化除息税折舊攤銷前盈利增加，加上融資成本淨額減少所致。百威亞太股權持有人應占溢利由2020財政年度的5.14億美元增加84.8%至9.50億美元；正常化每股盈利增加至7.41美分，每股基本及攤薄盈利增加至7.19美分，按呈報基準計增加84.8%。董事會建議公司將向股東派發每股末期股息3.02美分。
公吿表示，2021財政年度，銷量增加8.3%，集團的表現持續領先同業，尤其在中國和韓國。在高端化戰略下，各主要市場每百升收入皆有增長，達6.1%。銷售收入強勁增長14.9%，加上成本效益舉措，帶動正常化除息税折舊攤銷前盈利於2021財政年度增加27.3%，除息税折舊攤銷前盈利率擴大308個基點。
中國方面，2021財政年度的收入和正常化除息税折舊攤銷前盈利分別較2020財政年度增加18.0%及28.7%，且均高於疫情前水平。市場份額於2021財政年度擴大80個基點，並較2019財政年度擴大24個基點。超高端及高端品牌組合均於2021財政年度實現雙位數增長。
韓國方面，雖然COVID限制導致在該市場面對渠道組合方面的挑戰，但在全國銷售的全新凱獅和HANMAC兩大創新產品帶動下，2021財政年度市場份額大幅增長129個基點。加上百威及福佳表現出色，高端組合亦錄得雙位數增長。印度方面，銷量及收入相對2020財政年度實現雙位數增長。在百威的帶動下，高端及超高端組合錄得雙位數增長，市場份額亦強勁增長。2021財政年度的正常化除息税折舊攤銷前盈利高於疫情前水平。
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