JTI reports strong 2012 results. Volume and earnings growth underpin robust performance

Japan Tobacco International (JTI) business results for 2012 and October-December 2012


Highlights

January-December 2012 (net change versus prior year).

  • Full year adjusted EBITDA grew 9.1%, or 22.5% at constant rates of exchange, exceeding our forecast.

  • Core revenue increased 5.4%, as a result of strong pricing and total shipment volume growth. At constant rates of exchange, core revenue grew 12.6% and core revenue per thousand cigarettes increased 9.7%.

  • GFB shipment volume grew 4.8%. This was driven by growth in all clusters and in particular in Russia, Turkey, Kazakhstan, Ukraine and other CIS+ markets.

  • Total shipment volume grew 2.5% due to GFB shipment volume growth despite an overall challenging business environment. In Europe our total shipment volume grew 2.5%.

 October-December 2012 (net change versus prior year)

  • Core revenue increased 8.0%, as a result of strong pricing and GFB shipment volume growth. At constant rates of exchange, core revenue grew 14.1% and core revenue per thousand cigarettes increased 11.3%.

  • GFB shipment volume grew 4.0% driven by Turkey, Russia and other CIS+ markets where our strong brand equity continues to generate strong results.

  • Total shipment volume increased 2.4% due to GFB shipment volume growth.

  • Year-on-year market share, including cigarettes and fine cut, grew in France, Italy, Spain, Taiwan, Turkey and UK.

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