Documente Academic
Documente Profesional
Documente Cultură
1 Investment Highlights
2 Financial Overview
3 Store Network
4 Business Updates
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Brand Legacy of over 40 years
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1 #1 Full Service Pizza Chain and #1 Restaurant Chain
Full-service pizza chain market is dominated by Shakeys
Pizza
World famous thin crust and hand tossed pizzas with
20 different choices
Pasta
Hearty and healthy pasta with a wide range of sauces
and toppings paired with garlic bread
Starters
Ranging from fries, mojos, squid rings, chips and
chicken
Wholesome combos
Combination of different signature products offered by
Shakeys
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2 Strong and well established brand
Beautiful and distinct store environment
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2 Strong and well established brand
Ownership and control of the brand
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3 Proven and scalable business model
Multiple sales channels provide convenience and flexibility
Short payback Simple business model and strong discipline lead to typical
period payback period of 3-4 years
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4 Experienced management team
With a vision to be the LEADING and PREFERRED pizza restaurant
Manuel Del Barrio, Vice-President & Chief Financial Officer (Age: 52)
Previously the Assistant Vice-President for Finance of Century Pacific Food Inc. (CNPF) and Pacific Meat, Inc.
Worked in accounting positions at several leading companies
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Financial overview
40 40
1,500
1,500 1,196 30
1,186 30
1,000 31 1,000 864
20 20
23 500 20
500 10 17 10
Mns %0 - Mns
- %0
2015 2016* 2015 2016*
Net Income
Gross Profit
1,500 50
Favourable commodity prices and 45
lower input costs 1,200 40
35
Purchasing synergies with the 900
40%
30
Century Pacific Group 669 25
Alignment of depreciation policy with 600 480 20
15
industry standards 300 10
9 11 5
- 0
%
Mns 2015 2016*
*figures based on recurring financials as of FY2016 15
Key Balance Sheet Metrics
34% Above industry ROE despite
27% increase in equity base due to
Return on Equity
corporate restructuring and
using average equity
initial public offering
2015 2016
Temporary increase in
1.20 Current Liabilities due to
Current Ratio (x) notice to prepay 1.0 Bn of
1.08 acquisition leverage
5 20 204
New Stores in Target # of New Target Store
Q1 2017 Stores in 2017 Count end 2017
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Historical Growth in Store Network
10%
184
153 167
133 136 140 73
64 70
55 55 60
89 97 111
78 81 80
Company-owned Franchise
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In-Mall
Visayas
Stores
9%
71
Mindanao Strip Mall
Stores
4%
12
International Delco
0% Stores
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Flexibility in Formats
Store Breakdown by Format Multiple store formats allow for flexibility in
as of FY 2016 expanding and targeting different markets
55% Mall
Standalone
39%
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Stock Price Performance
As of 04/20/2017
Current Price PHP 13.98
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This document is highly confidential and being given solely for your information and for your use and may not be, or any portion thereof, shared, copied, reproduced or
redistributed to any other person in any manner.
The statements contained in this document speak only as of the date which they are made, and the Company expressly disclaims any obligation or undertaking to
supplement, amend or disseminate any updates or revisions to any statements contained herein to reflect any change in events, conditions or circumstances on which any
such statements are based. By preparing this presentation, none of the Company, its management, and their respective advisers undertakes any obligation to provide the
recipient with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in any such information which
may become apparent.
This presentation contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in
good faith and, in their opinion, reasonable. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual
results, financial condition, performance, or achievements of the Company or industry results, to differ materially from the results, financial condition, performance or
achievements expressed or implied by such forward-looking statements. Given these risks, uncertainties and other factors, recipients of this document are cautioned not to
place undue reliance on these forward-looking statements.
Any reference herein to "the Company" shall mean, collectively, Shakeys Pizza Asia Ventures Inc. and its subsidiaries.
+632-839-0156
investorrelations@shakeys.biz
www.shakeyspizza.ph
http://edge.pse.com.ph/companyInformation/form.do?cmpy_id=664
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