百威亞太(01876.HK)：第一季度收入達到14.61億美元
格隆匯5月8日丨百威亞太(01876.HK)發佈公吿，截至2025年3月31日止三個月，銷量達到19,741十萬公升啤酒，受集團在中國的業務佈局影響，總銷量於2025年第一季度減少6.1%，但被韓國的強勁表現所部分抵銷。收入達到14.61億美元，受中國的不利區域和渠道組合影響，2025年第一季度的收入減少7.5%，每百升收入則減少1.5%。正常化除息税折舊攤銷前盈利為4.85億美元，受營運去槓桿化及商業投資增加所影響，正常化除息税折舊攤銷前盈利減少11.2%。正常化除息税折舊攤銷前盈利率減少140個基點至33.2%。百威亞太股權持有人應占正常化溢利由2024年第一季度的2.97億美元減少至2025年第一季度的2.35億美元。百威亞太股權持有人應占溢利由2024年第一季度的2.87億美元減少至2025年第一季度的2.34億美元。正常化每股盈利為1.78美分。
2025年第一季度，集團在亞太地區的區域佈局部分抵銷了中國業務持續面臨的挑戰。受到主要運營地區和即飲渠道持續疲弱的影響，加上集團的庫存管理措施佔了約四分之一中國銷量跌幅，使得中國業務面臨阻力。在韓國，集團實現了雙位數的除息税折舊攤銷前盈利增長和利潤率擴張。在印度，集團再次實現了高端和超高端產品的銷量和收入增長。
首席執行官及聯席主席程衍俊表示：“儘管我們的中國市場表現因主要業務地區和渠道持續受行業表現放緩而影響，但我們依然看到在當地提升業務表現的機會，輔以在韓國延續強勁的表現。身為首席執行官，我將着重於確保我們能夠果斷應對不斷變化的市況，並以嚴格的紀律執行策略，從而掌握增長機會。我們始終聚焦於自身能夠掌控的環節－致勝的品牌組合、強大的營銷渠道，以及具韌性且靈活的團隊－相信我們有能力應對當前市場環境，推動可持續並可獲利的增長。”
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