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  • Beiersdorf Equity Story FY 2023

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    ennuvijaykumar
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    This document provides an equity story and financial highlights for Beiersdorf for 2022. Some key points: - Beiersdorf's consumer segment accounted for 81% of sales and grew 10.5% in 2022, while its tesa segment made up 19% of sales and grew 8.8%. - Beiersdorf outperformed the market in 2022 with 10.2% organic group sales growth. - The company executed its strategy with excellence in 2022, with a focus on digital transformation and skin care. Nivea achieved strong balanced growth across regions and categories. - Beiersdorf provided guidance for 2023, noting volatility remains high but it will focus on sustainability, display

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    Beiersdorf Brand Sales

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    Beiersdorf-Equity-Story-FY-2023

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    This document provides an equity story and financial highlights for Beiersdorf for 2022. Some key points: - Beiersdorf's consumer segment accounted for 81% of sales and grew 10.5% in 2022, while its tesa segment made up 19% of sales and grew 8.8%. - Beiersdorf outperformed the market in 2022 with 10.2% organic group sales growth. - The company executed its strategy with excellence in 2022, with a focus on digital transformation and skin care. Nivea achieved strong balanced growth across regions and categories. - Beiersdorf provided guidance for 2023, noting volatility remains high but it will focus on sustainability, display

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    © All Rights Reserved
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    7 views22 pages

    Beiersdorf Equity Story FY 2023

    Uploaded by

    ennuvijaykumar
    This document provides an equity story and financial highlights for Beiersdorf for 2022. Some key points: - Beiersdorf's consumer segment accounted for 81% of sales and grew 10.5% in 2022, while its tesa segment made up 19% of sales and grew 8.8%. - Beiersdorf outperformed the market in 2022 with 10.2% organic group sales growth. - The company executed its strategy with excellence in 2022, with a focus on digital transformation and skin care. Nivea achieved strong balanced growth across regions and categories. - Beiersdorf provided guidance for 2023, noting volatility remains high but it will focus on sustainability, display

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 22

    EQUITY STORY

    CONSUMER TESA

    FY 2022: 7,131 MIO. €/ 81% 1,668 MIO. €/ 19%

    Page 2 Equity Story | Beiersdorf


    FINANCIAL HIGHLIGHTS 2022

    STRONGEST Consumer tesa Group


    Sales
    GROWTH IN Growth +10.5% +8.8% +10.2%
    THE LAST 20 EBIT 12.3% 16.7% 13.2%
    YEARS Margin (+20bps) (-20bps) (+20bps)
    Organic sales growth; EBIT excl. special factors

    Page 3 Equity Story | Beiersdorf


    REVIEW 2022

    EXECUTING OUR
    STRATEGY WITH
    EXCELLENCE

    DIGITAL
    TRANSFORMATION

    SKIN CARE

    STRONG COMPETITIVE
    FOUNDATIONS
    SUSTAINABLE WHITE SPOT
    INCREASED POTENTIAL
    PRODUCTIVITY GROWTH

    Page 4 Equity Story | Beiersdorf


    REVIEW 2022

    OUTPERFORMING THE MARKET IN 2022

    +23.9%

    +13.1%
    +9.6% Consumer
    +1.9% +10.5% +8.8%

    Group

    +10.2%
    Organic sales growth
    Page 5 Equity Story | Beiersdorf
    REVIEW 2022 - WIN WITH SKIN CARE

    NIVEA
    STRONG, BALANCED
    GROWTH

    Core Business &


    Superior Innovations

    Volume & Pricing


    +9.6%
    All Regions SALES GROWTH

    All Categories
    Organic sales growth
    Page 6 Equity Story | Beiersdorf
    REVIEW 2022 - WIN WITH SKIN CARE

    NIVEA
    REFOCUS LEADS
    GROWTH IN JAPAN

    Local & global Only successful Reaching younger


    through Joint Venture international Skin Care target groups
    with Kao Group brand in mass channel

    Page 7 Equity Story | Beiersdorf


    REVIEW 2022 – WIN WITH SKINCARE

    DERMA
    REACHED MAJOR MILESTONE
    EARLIER THAN PLANNED

    >1bn EUR of Sales


    Double-digit growth in all regions:

    +31% +15% +43% +32% +13%


    North Asia Latin Middle Europe
    America America East &
    Africa

    +44%
    China

    Organic sales growth; Nominal sales


    Page 8 Equity Story | Beiersdorf
    REVIEW 2022 – WIN WITH SKIN CARE

    LA PRAIRIE
    READY FOR THE
    REOPENING IN CHINA

    Growing Diversifying First signs of


    the footprint channels recovery

    Page 9 Equity Story | Beiersdorf


    2023
    EXPLORING
    NEW
    OPPORTUNITIES

    REVIEW 2022 - WIN WITH SKIN CARE


    2022
    CHANTECAILLE SUCCESSFUL
    INTEGRATION
    ON TRACK TO
    SUCCEED
    Page 10 Equity Story | Beiersdorf
    REVIEW 2022 - DIGITAL

    ECOM: GROWING TWICE


    AS FAST AS OFFLINE

    E-Commerce
    share at

    11.6%
    +17%
    Up from
    2022
    ~5%
    in FY 2019
    GROWTH

    Incl. Chantecaille
    Page 11 Equity Story | Beiersdorf
    REVIEW 2022 - DIGITAL

    PRECISION MARKETING
    ACHIEVE SAME RETURN ON INVESTMENT
    BY MORE EFFICIENT SPENDING
    ELIMINATE MEDIA WASTE

    2€ 1€-1.5€
    Digital Working Digital Working
    Media Spend Media Spend
    in 2019 in 2022

    INCREASE MEDIA RELEVANCE

    Page 12 Equity Story | Beiersdorf


    REVIEW 2022 – WHITE SPOTS

    WHITE SPOTS: LEVERAGING THE LATAM SUCCESS


    LATIN IMPLEMENTING
    AMERICA SUCCESS DRIVERS
    Focus on Skin Care
    +29% Building brand value
    vs 2021 Accelerating E-Commerce

    +60%
    vs 2019

    AFRICA,
    INDIA &
    Organic sales growth INDONESIA
    Page 13 Equity Story | Beiersdorf
    REVIEW 2022 – WHITE SPOTS

    WHITE SPOTS: TAPPING INDONESIA’S


    GROWTH POTENTIAL

    HUGE CONSUMER
    POTENTIAL DRIVEN BY:
    20%
    4th fastest Beiersdorf acquired
    growing population remaining 20% stake
    in last 5 years of JV in Indonesia

    One of the largest and


    fastest growing
    Skin Care markets

    100%
    €1.6 bn Skincare market
    with 8.2% CAGR since 2017

    Source: Euromonitor Passport


    Page 14 Equity Story | Beiersdorf
    REVIEW 2022 – WHITE SPOTS

    WHITE SPOTS
    INVESTING IN NEW
    TECHNOLOGIES
    THROUGH VENTURE Strengthening
    CAPITAL our expertise in
    the field of acne
    treatment & skin
    microbiome
    research

    Page 15 Equity Story | Beiersdorf


    REVIEW 2022 – CARE BEYOND SKIN

    SUSTAINABILITY
    SIGNIFICANT PROGRESS ON 17%
    absolute reduction of
    OUR TRANSFORMATION global CO2 emissions
    vs. base year 2018

    More climate-
    friendly
    formula &
    packaging
    Page 16 Equity Story | Beiersdorf
    REVIEW 2022 - CARE BEYOND SKIN

    SUSTAINABILITY
    AAA RATING
    REWARDS OUR
    EFFORTS

    Only 13
    companies
    worldwide
    have achieved
    the “AAA”
    rating
    Page 17 Equity Story | Beiersdorf
    KEY FIGURES 2022 – TESA

    STRONG DEMAND
    FUELS SECOND
    HALF GROWTH

    FY 2022: +8.8% 16.7%


    Sales growth EBIT
    Organic sales growth; EBIT excluding special factors
    Page 18 Equity Story | Beiersdorf
    Industry KEY TOPICS 2023 – TESA

    Display Solutions FOCUS ON


    SUSTAINABILITY
    AND DISPLAY
    TECHNOLOGY

    Consumer
    Sustainable Packaging

    Page 19 Equity Story | Beiersdorf


    GUIDANCE &
    OUTLOOK
    ORGANIZATIONAL SET-UP
    MACRO OUTLOOK Move to new headquarters |
    Expanding production capabilities
    Volatility remains high in 2023 |
    China reopening
    USE OF CAPITAL
    S-Biomedic | Indonesia
    Coppertone and Chantecaille

    OUTLOOK 2023

    STRATEGIC
    OUTLOOK
    Page 21 Equity Story | Beiersdorf
    OUTLOOK 2023

    GUIDANCE
    FY 2023 Consumer
    Mid-single-digit organic sales growth
    EBIT margin +50bps vs previous year

    tesa
    Mid-single-digit organic sales growth
    EBIT margin slightly below previous year’s level

    Total Group
    Mid-single-digit organic sales growth
    EBIT margin slightly above previous year’s level

    2022 data for reference:


    Consumer EBIT 12.3%
    tesa EBIT 16.7%
    Group EBIT 13.2%

    EBIT excl. special factors


    Page 22 Equity Story | Beiersdorf

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