百威亚太2023 中期报告

50®®®®®®4726,000 1876Anheuser-Busch InBev600 http://www.budweiserapac.com/ch 241434356465 2022 2023 2 BEES 202325% Sustainalytics2023 20232.03201732.1%10RE1002022 20236 3020226 3020232022 6 20231 •220239.4% 20%20232022 •20232023 20239.4%4.2%14.0%10.7%32.0%20222023 •2023 20239.5%14.9%4.9%202311.1%30.2% 20236 3024 202311.0%19.6% 202311.2%20.2%8.0%20.3% 202310.2%16.6%5.8%15.8% 202325%202320% 202322.0% 20239.4%15.4%5.5%17.2%2023 B2BBEES220645% 70 20232.4%7.1%4.8%29.5% 20233.0%1.9%1.1%15.9% 2023202320224202220234 13.57% 20232023 2023CassCoolCass Lemon SqueezeCass 20236 3020226 30 20239.4%2 (i)(ii)(iii)(iv)(v)(vi) 5 14.0%6.2%20234.2% 202315.9% 13.3%5.8%20233.7% 202262520235757 2023 4 202310.7%9332.0% ••• 20231142023 20232232022238 20236 3065520236 30500408 202320226 202320227 20236 30202212 312,4102,458 • • 20226272023762 2023470202239674 2023 20236 30 20236 30202212 312.2 2023 20236 30202212 3117 20221.520231.820236 302,143 20232022202218 2023 Barrett BeimdiekKatherine (Katie) Nelson Jose Jamel 34 35632410 13.51B(1) 20236 30 2023 EBITDA 1. (a) 20199 9202011 2520235 817 (b) (a)(b) (c) (d) 23,000,00020236 3022,127,861 (d) (g) 202358 (e) 2023414 2. (e) (a) (f) (b) (i) (ii) (c) (iii) (e) (f) (a) (i) (b) (ii) (f) (c) (iii) (g) (i) 20235 8 (ii) 20234 14 (d) (iii) 3. (e) (g) (b) 202358 2023414 (c) 4. (f) (d) (i) (ii) (a) (iii) (ii) (d) (g) 20235 8 (iii) 20234 14 (g) 20235 8 (e) 5. (a) 20234 14 (f) (b) (i) (c) 20236 30 — (1)201912 428.3420203 2521.7020205 1823.20 (2)20236 30 (1) (2) (4)202012 1420213120211213202212 14 (5)201912 9202032520205182020624202162320226 22 (6)20203 22020624202131202162320223120226 22 (7)20203 22020624202162320223120226 22 (8)201912 92020325202051820206242021623202262220236 21 (9)202012 14202112132022622202212 14 (10)20203 220206242021312021623202231202262220236 21 (11)20203 220206242021623202231202262220236 21 (12) (13)20236 30 (1)(2)20203 220213120223 1(3)20203 220223 1(4)20203 220213120223120233 6(5)20203 220223120233 6(6)20236 30 = A — B — C A=10%10%2023581,324,339,700B =C =1,196,884,26020231 19.04%1,195,052,55020236 309.02% 129,287,15020236 300.98% 20236 30XVXV78352 (i) (1)15,289,89811,196,827549,945 (1)747,23375,926 (1)Ambev 431,730 XV511 12Ambev13Ambev20206 420217 2230920236 30Ambev1% 20236 302022630XV(i)XV78 (ii)352(ii) 20236 30XV23336 InBevInternational Inc.Anheuser-BuschNorth AmericanHoldingLLC100%Anheuser-BuschNorth American HoldingLLCAnheuser-Busch InBev USA, LLCAnheuser-BuschInBev Worldwide,Inc.Anheuser-BuschCompanies, LLC100% Anheuser-Busch Americas HoldingsLLCAnheuser-BuschNorth LLCAnheuser-BuschCommercialStrategyHoldings,LLCAnheuser-BuschAmericaInvestments,LLC 100%61.5%11.4%27.1% (1) AmbrewS.à.R.L.100%AmbrewS.à.R.L.AnheuserBusch Europe Ltd.100%AnheuserBuschEurope Ltd.ABInBev UK Finance CompanyLimited100% (2)(a)2023 BRCEPSEPS Participations(i)200752(ii)20236 30(iii)2014416596/2014(iv)20236 3028,651,85099,999133,846,5781.44%0.01%6.74%2023630 Ambrew S.à.R.L.InBev Belgium BV99.99%0.01% ABISouthern Holdings LimitedAnheuser-BuschInBev Worldwide,Inc.Anheuser-BuschCompanies,LLCAnheuser-BuschAmericasHoldings LLC100%ABISouthernHoldingsLimitedAnheuser-BuschInBevWorldwide,Inc.Anheuser-Busch Companies, LLCAnheuser-BuschAmericasHoldingsLLC21.65%27.5%50.85%24.29%36.5%39.21%Anheuser-BuschCompanies,LLCAnheuser-Busch LLC100%Anheuser-BuschLLCAnheuser-BuschNorth LLC100%Anheuser-BuschNorthLLCAnheuser-BuschCommercial Strategy Holdings, LLC100% InBevBelgium BVABInBev Nederland HoldingB.V.67.62%32.38%ABInBev UKFinanceCompany LimitedInBevBelgiumBVABInBev NederlandHoldingB.V.ABIUKHolding1 Limited26.51%9.33%4.46%59.70%ABIUKHolding1 LimitedABIUK Holding 2LimitedABISAB Group HoldingLimitedAB InBev Holdings LimitedABI Southern Holdings LimitedInBev International Inc.100% Stichting20075 2620193 13663,074,83233.37%20236 30 Stichting StichtingFondsB a i l l e tL a t o u r S CF o n d sVoorzitterVerhelst SRL (b)Fonds (c)Stichting StichtingFondsBailletLatourSPRLFondsBailletLatour SCFondsVoorzitterVerhelst SRL20075 220193 135,485,4156,997,6650.28%0.35%20236 30Fonds (i)20075 2(ii)2023630(iii)20144 16596/2014(iv)2023630 Fonds Baillet LatourSCFonds Voorzitter VerhelstS R LR a y v a xE P SE P SParticipationsOlia2 AGBRCStichting42.20%2023630 S t i c h t i n gE P SE P SP a r t i c i p a t i o n sS . à . R . L .B R CR a y v a xS o c i é t é d ’Investissements SARayvax202363050,0002023BRCEPS/EPSParticipationsStichtingStichting2023StichtingBRCEPSEPSParticipations FondsFondsB a i l l e tL a t o u r S CF o n d sVoorzitterVerhelst SRLStichting 2023EPSEPSParticipationsBRCRayvaxStichting JorgePaulo LemannSantaErikaBRC2.38%ManiroBRC16.69%InparInvestmentFundCedar TradeBRC3.31%ManiroBRC22.38%Olia2 Olia2AG0.013%Carlos Alberto da Veiga SicupiraSantaHeloisaBRC0.86%SantaMarcelinaBRC9.03%CCCHHS HoldingSFI ManagementBRC1.51%CarlosAlbertodaVeiga SicupiraB