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    CO   FR0000125585

CASINO, GUICHARD-PERRACHON

(CO)
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Casino Guichard Perrachon : Investor presentation september 2021

09/07/2021 | 11:52am EDT

Investor presentation

-

September 2021

Casino at a glance

Key business highlights

  • Multi-format,multi-banner and multi-channel retailer
  • Over 120 years of history
  • Primary focus on France and Latin America food retail
  • Leverages its asset base to create new and innovative businesses

GreenYellow - solar energy and energy efficiency services relevanC and ScaleMax - data solutions and data centres

  • 205,769 employees as of December 2020
  • Key financials:

€31,912m 2020A net sales

€2,742m 2020A Consolidated EBITDA (margin: 8.6%)

10,794 stores in France and Latam as of December 2020

Omni-channel offering

  • Traditional food retail
  • E-commercefood retail
  • E-commercenon-food retail
  • New businesses - solar energy, data solutions, data centres

Leading market positions

#2

#4

#2

Convenience²

Supermarkets²

E-commerce³

Modern

Modern

#1

Grocery

#1

Grocery

Retail²

Retail²

2020A Net Sales and EBITDA contribution by division and format

Consolidated net sales

Group Consolidated EBITDA

France Retail sales by format

€31,912m

€2,742m

€15,219m

Latam Retail

France Retail

Hypermarkets

46%

France Retail

25%

Convenience stores

48%

53%

& Others

Latam Retail

55%¹

42%

E-commerce

E-commerce

Supermarkets

20%

6%

5%

Source: Company information; Euromonitor International, Retailing 2020 Edition

1 Includes Monoprix, Franprix, and Convenience & other; 2 Sourced from Euromonitor International, Retailing 2021 edition, as per relevant market segment, GBO market share, Retail value RSP excl. sales tax, EUR fixed exchange rate, 2020 estimates are based on partial-year information; 3 Sourced from Kantar,

"e-Kommerce" report

Investor presentation / September 2021

2

A leader in French and Latam food retail, with high-growthe-commerce operations

France Retail

Latin America

E-commerce

Food

retail and food e-commerce

Brazil food retail

Cdiscount

Key highlights

  • Leading French food retail player, operating 8,059 stores¹
  • - leading premium urban banner

Pioneer of food e-commercewith Ocado Partnership (first fully automated warehouse in France) and exclusivity on Amazon portal (through Amazon Monoprix Partnership)

Value-added organic offer for urban consumers with

  • Wide range of other successful formats with convenience stores, supermarkets and hypermarkets

New businesses

  • GreenYellow: one-stop shop for energy savings and solar energy
  • relevanC: monetization of customer data
  • Scalemax: new player in the data centres market

Other activities and assets

  • Real estate: valuation of €1.2bn²
  • 20% stake in Mercialys
  • €2.1bn stake3,4 in Brazil's listed leader in food retail GPA (€0.5bn3) and cash & carry leader Assai (€1.6bn4)
  • Network of 1,058 stores¹
  • Active across multiple store formats incl. hypermarkets, supermarkets, hard discount and convenience
  • Present in the attractive cash & carry segment via recently spun-off Assai

Other Latam food retail

  • Leading food retail player in Colombia and Uruguay, with presence in Argentina
    2,123 stores operated in Argentina, Uruguay & Colombia¹
  • Present in hypermarkets, supermarkets, convenience and discount store formats
  • A Leading non-food ecommerce retailer in France with #2 market position
  • 2020A Gross Merchandise Volume of €4,207m
  • More than 20m unique website visitors per month on average in 2020
  • Growing marketplace business - 43.6% contribution in FY2020 - considered as a major profitability driver
  • Wide array of ancillary services offered to consumers, such as financial, energy and travel

Source: Company information

1 As of 30 June 2021; 2 Excluding transfer duties; 3 Based on GPA's share price as of September 3, 2021 and Casino's stake in GPA of c.41%; 4 share price as of September 3, 2021 and Casino's stake in Assai of c.41%

Investor presentation / September 2021

Based on Assai's

3

Casino Group

key credit strengths

4

Key credit strengths

1

Leading position in the French food retail market through structurally well-positioned

formats, attractive consumer offering, best-in-class food E-commerce and digitalisation

2

Best-in-classnon-foodE-commerce platform

3

Track-record of growth and value creation from new businesses

4

High-growth operations in attractive Latin American markets

5

Rated best-in-class for ESG commitments

6

Strong focus on cash flow generation and de-leveraging in France

Investor presentation / September 2021

5

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Casino Guichard Perrachon SA published this content on 07 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 07 September 2021 15:51:06 UTC.


© Publicnow 2021
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Financials
Sales 2021 30 569 M 35 562 M 35 562 M
Net income 2021 277 M 322 M 322 M
Net Debt 2021 9 300 M 10 819 M 10 819 M
P/E ratio 2021 8,48x
Yield 2021 2,61%
Capitalization 2 325 M 2 707 M 2 705 M
EV / Sales 2021 0,38x
EV / Sales 2022 0,35x
Nbr of Employees 202 955
Free-Float 47,0%
Chart CASINO, GUICHARD-PERRACHON
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Casino, Guichard-Perrachon Technical Analysis Chart | CO | FR0000125585 | MarketScreener
Technical analysis trends CASINO, GUICHARD-PERRACHON
Short TermMid-TermLong Term
TrendsBearishBearishBearish
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus HOLD
Number of Analysts 12
Last Close Price 21,54 €
Average target price 27,80 €
Spread / Average Target 29,1%
EPS Revisions
Managers and Directors
Jean-Charles Henri Naouri Chairman & Chief Executive Officer
David Lubek Chef Financial Officer
Julia Perroni Deputy Director-Finance
Julien Lagubeau Chief Operating Officer
Frédéric Saint-Geours Lead Independent Director
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