AmBev Reports First Quarter 2008 Results
08 May 2008 - 3:47PM
PR Newswire (US)
SAO PAULO, Brazil, May 8 /PRNewswire-FirstCall/ -- Companhia de
Bebidas das Amdricas - AmBev [BOVESPA: AMBV4, AMBV3; and NYSE: ABV,
ABVc], announces today its results for the first quarter 2008 (Q1
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 March 31, 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 first quarter of
2007 (Q1 2007). Values in this release may not add up due to
rounding. OPERATING AND FINANCIAL HIGHLIGHTS Strong performances by
Quinsa and North America not enough to offset weakness in the
Brazilian beverage industry. Volume growth: Total volumes increased
organically by 1.4% during Q1 2008. Our operations in Quinsa
delivered organic volume growth of 9.9% and North America reported
good volume growth of 8.0% including the Lakeport acquisition, with
volumes increasing organically by 0.8% against Q1 2007. However,
Brazilian Beer and CSD operations faced volume decline in the
quarter due to a slow down in the beverage industry driven by
unexpected and unusually cold and wet weather, an early Carnival
and a sharp increase in core food prices impacting consumer spend.
Market Share improvement: We gained market share in our main
operations as both Quinsa in Argentina and North America delivered
market share growth for the quarter year over year. In Brazil, our
average market share for the quarter was 67.8% for Beer and 17.7%
for CSD, 20 bps and 40 bps higher than first quarter 2007,
respectively. Top line growth: Net sales increased organically by
7.1% during Q1 2008. Net revenues per hectoliter (+5.6%) were
impacted positively by price increases in Brazil at the end of 2007
and the start of 2008, 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 7.8% in the quarter due to higher commodity
prices such as barley and corn and a less favorable fixed cost
absorption. Gains arising from sugar and currency appreciation
partly offset these increases. SG&A (excluding depreciation and
amortization) increased organically by 8.8% during Q1 2008, due to:
(i) the timing of marketing investments in Brazil; (ii) growth in
our Brazilian direct distribution network; (iii) labor cost
increases in Argentina; and (iv) general inflation. EBITDA and
EBITDA Margin: Our EBITDA reached R$2,074.1 million during Q1 2008,
which represents an organic increase of 4.9%. Our EBITDA margin in
the first quarter was 42.8%. Payout and Financial Discipline: Share
buybacks in the quarter amounted to R$514.7 million. Financial
Highlights - AmBev Consolidated % As % R$ million 1Q07 1Q08
Reported Organic Total Volumes 34,843.8 35,784.8 2.7% 1.4% Beer
24,817.7 25,557.7 3.0% 1.2% CSD and Nanc 10,026.1 10,227.1 2.0%
1.7% Net Sales 4,655.0 4,847.8 4.1% 7.1% Gross Profit 3,105.2
3,202.9 3.1% 6.0% Gross Margin 66.7% 66.1% -60 bps -70 bps EBITDA
2,042.6 2,074.1 1.5% 4.9% EBITDA margin 43.9% 42.8% -110 bps -90
bps Net Income 645.9 743.8 15.2% No. of shares outstanding
(million) 629.6 611.6 -2.9% EPS (R$/shares) 1.03 1.22 18.6% EPS
excl. goodwill amortization (R$/shares) 1.66 2.02 22.1% Financial
Highlights - AmBev Consolidated % As % R$ million YTD 07 YTD 08
Reported Organic Total Volumes 34,843.8 35,784.8 2.7% 1.4% Beer
24,817.7 25,557.7 3.0% 1.2% CSD and Nanc 10,026.1 10,227.1 2.0%
1.7% Net Sales 4,655.0 4,847.8 4.1% 7.1% Gross Profit 3,105.2
3,202.9 3.1% 6.0% Gross Margin 66.7% 66.1% -60 bps -70 bps EBITDA
2,042.6 2,074.1 1.5% 4.9% EBITDA margin 43.9% 42.8% -110 bps -90
bps Net Income 645.9 743.8 15.2% No. of shares outstanding
(million) 629.6 611.6 -2.9% EPS (R$/shares) 1.03 1.22 18.6% EPS
excl. goodwill amortization (R$/shares) 1.66 2.02 22.1% 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: Companhia de
Bebidas das Americas CONTACT: Mike Findlay of Companhia de Bebidas
das Amdricas, +5511 8389 0681, Web site: http://www.ambev.com.br/
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