AmBev Reports Second Quarter 2008 Results
August 14 2008 - 1:00AM
PR Newswire (US)
SAO PAULO, Brazil, Aug. 14 /PRNewswire-FirstCall/ -- Companhia de
Bebidas das Americas - AmBev (BOVESPA: AMBV4, AMBV3; and NYSE: ABV,
ABVc), announces today its results for the second quarter 2008 (Q2
2008). The following financial and operating information, unless
otherwise indicated, is presented in nominal Reais and prepared in
accordance with Brazilian GAAP and should be read in conjunction
with our quarterly financial information for the three month period
ending June 30, 2008. Our press release segregates the impact of
organic changes from those arising from changes in scope or
currency translation. Scopes represent the impact of acquisitions
and divestitures and the start-up or termination of activities.
Comparisons, unless otherwise stated, refer to the second quarter
of 2007 (Q2 2007). Values in this release may not add up due to
rounding. OPERATING AND FINANCIAL HIGHLIGHTS Brazil's volumes
recover while Quinsa and North America continue their strong
performances. Volume growth: Total volumes increased organically by
4.8% during Q2 2008. Brazilian Beer and CSD volumes recovered from
a weak first quarter to post organic growth of 3.8% and 2.5%,
respectively, although consumer spend continues to be under
pressure from food inflation. Our operations in Quinsa delivered
double-digit organic volume growth of 13.3%. North America volumes
were flat with poor weather leading to a weaker Canadian industry.
Market Share improvement: We continue to make progress on market
share. Argentina and Canada delivered market share growth for the
quarter year over year while in Brazil, our average market share
for the quarter was 67.3% for Beer and 17.4% for CSD, flat and 60
bps higher than second quarter 2007, respectively. Top line growth:
Net sales increased organically by 8.3% during Q2 2008. Net
revenues per hectoliter (+3.3%) were impacted positively by price
increases, our continued focus on revenue management best practices
and the development of the premium segment in all of our major
markets. Cost of Goods Sold and SG&A: COGS per hectoliter
increased 3.3% in the quarter due to higher commodity prices such
as barley and corn, partly offset by gains arising from sugar
hedges and currency appreciation. SG&A (excluding depreciation
and amortization) increased organically by 6.0% during Q2 2008, due
to: (i) labor cost increases in Argentina and (ii) general
inflation, partly offset by positive phasings in North America.
EBITDA and EBITDA Margin: Our EBITDA reached R$1,978.7 million
during Q2 2008, which represents an organic increase of 10.1%. Our
EBITDA margin in the second quarter increased by 80 bps to 41.7%.
Payout and Financial Discipline: During the second quarter we paid
dividends and interest on own capital totaling R$1,065.9 million
and share buybacks amounting to R$ 95.6 million. Financial
Highlights - AmBev Consolidated % As % R$ million 2Q07 2Q08
Reported Organic Total Volumes 31,214.4 32,777.1 5.0 % 4.8 % Beer
22,535.1 23,683.7 5.1 % 4.8 % CSD and Nanc 8,679.3 9,093.3 4.8 %
4.8 % Net Sales 4,525.1 4,739.4 4.7 % 8.3 % Gross Profit 2,963.9
3,104.4 4.7 % 8.3 % Gross Margin 65.5 % 65.5 % bps bps EBITDA
1,842.4 1,978.7 7.4 % 10.1 % EBITDA margin 40.7 % 41.7 % 100 bps 80
bps Net Income 448.7 402.1 -10.4 % No. of shares outstanding
(million) 623.0 613.7 -1.5 % EPS (R$/shares) 0.72 0.66 -9.0 % EPS
excl. goodwill amortization (R$/shares) 1.39 1.47 5.9 % Financial
Highlights - AmBev Consolidated % As % R$ million YTD 07 YTD 08
Reported Organic Total Volumes 66,058.3 68,561.9 3.8 % 3.0 % Beer
47,352.8 49,241.5 4.0 % 2.9 % CSD and Nanc 18,705.4 19,320.4 3.3 %
3.1 % Net Sales 9,180.1 9,587.2 4.4 % 7.7 % Gross Profit 6,069.2
6,307.4 3.9 % 7.1 % Gross Margin 66.1 % 65.8 % -30 bps -20 bps
EBITDA 3,885.0 4,052.8 4.3 % 7.4 % EBITDA margin 42.3 % 42.3 % bps
bps Net Income 1,094.6 1,145.9 4.7 % No. of shares outstanding
(million) 623.0 613.7 -1.5 % EPS (R$/shares) 1.76 1.87 6.3 % EPS
excl. goodwill amortization (R$/shares) 3.06 3.48 13.8 % Note: Per
share calculation is based on outstanding shares (total existing
shares excluding shares held in treasury). The full release is
available at http://www.ambev-ir.com/ DATASOURCE: AmBev CONTACT:
Myriam Bado of AmBev, +55 11 21 22 1414 Web site:
http://www.ambev.com.br/ http://www.ambev-ir.com/
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