Q2 2020 Earnings Presentation
Disclaimer
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Spe
ed
of
reco
very
fro
m C
oV
ID-1
9
“Recovering Economy”Virus contained but sector damage; lower LT trend growth
2
1 3
4
“Resurgent Economy”Virus contained; strong growth rebound
“Late recovery”Virus recurrence; Return to trend growth. Strong world
rebound
“Economy in Recession”Virus recurrence; Slow LT Growth. Muted world recovery
• Moderate GDP growth
• Oil Prices Recover Slightly
• Sluggish Consumer Demand
• Market Impact of Crisis
• Prolonged GDP Stagnation
• Consumer Income Severe Impact
• High Unemployment, Fewer Expats
• Lower Consumer Demand
• GCC Exports Limited/Banned
• World Supply Systems Constrained
• Strong GDP Growth
• Oil Prices at Pre CoVid-19 Level
• Strong Consumer Confidence
• Strong Product Demand
• Disposable Income High
• Strong Product Demand
• Prolonged Stagnation
• Shift to Staple Foods and Value for Money
Products
• Supply Chain Interruptions
• Widespread Business Failures
• Sales Channel Shifts
• Resize Business
• Reduce Inventories. Lower Capex
• Adapt Product Portfolio
• M&A Opportunities
• Develop Home Delivery
Economics Almarai
GDP
TIME
GDP
TIME
• Strong Growth in Revenue and Market Share
• Reputation Enhanced
• Some M&A Opportunities
• Search and Drive Opportunities for Further
Market Leadership
• Quick-start Journey towards Leaner
organisation
• Fuel for new Strategy
AlmaraiEconomics
GDP
TIME
Economics Almarai Economics Almarai
• Resize Business
• Liquidity Focus Cost & credit control
• Adapt Product Portfolio
• Rebalance Supply Chain: Cost vs Security
• Industry consolidation. M&A opportunities.
• Develop home delivery and online orders
GDP
TIME
• Review Entire Business Model
• Resize Business / Op. Structure
• Supply Chain Changes
• Liquidity / Financing Structure
• Assess New Market Structure
• Competitor Exits / Industry Cons.
• Gov’t Intervention/Protectionism
• Consumer Purchase Power/Pricing
• Sales Channel Shift
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Q & A
Q2 2020 Earnings Presentation Almarai®
Q2 2020 Earnings Presentation
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Q2 2020 Earnings Presentation