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《藍籌業績》百威亞太(01876.HK)全年純利9.13億美元跌3.9% 末期息增至3.78美仙
阿思達克 03-02 08:14
百威亞太(01876.HK)公布截至去年12月底止全年業績,營業額64.78億美元(下同),按年跌4.6%。純利9.13億元,按年跌3.9%;每股盈利6.91仙。派末期息3.78仙,上年同期派3.02仙。 期內正常化溢利按年跌12.3%至8.59億元。正常化除息稅折舊攤銷前盈利按呈報基準計跌9.7%。總銷量增加0.7%至88.49億公升。每百升收入下降5.2%,主要由於匯率影響。 中國市場方面,由於疫情限制措施對公司渠道及地域組合造成較為劇烈之影響,銷量下跌3%,業績落後於公司預計的行業水平。市場份額下跌44點子。正常化除息稅折舊攤銷前盈利下降11.7%,主要是營收下降及營運去槓桿部分被靈活的成本管理及商業投資優化所抵銷。百威及高端產品組合的銷量均錄得雙位數增長。期內分銷從2021年的184個城市擴大至201個城市,並計劃到2025年底擴大至超過250個城市。 至於南韓方面,期內銷量實現高個位數增長。得益於收入管理措施的實行,收入實現中雙位數增長及每百升收入實現高個位數增長。在營收恢復的推動下,除息稅折舊攤銷前盈利錄得強勁的雙位數增長,同時經營槓桿驅動利潤率上升。總市場份額擴大150點子,高於疫情前水平。 印度方面,隨著行業已恢復至高於疫情前水平,於去年第四季及去年度的表現領先同業。印度在銷量方面已成為百威品牌全球五大市場之一。高端及超高端收入按年增加近一倍。 公司展望,在中國市場而言,估計到2月底公司業務範圍中的餐館及夜場渠道幾乎全部重新開放。鑑於目前的復甦態勢,對今年第一季過渡季度後的2023年業務恢復情況保持樂觀。
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