Investor Presentaiton
Market Overview
Additional growth driven by mobile technology
The QSR industry stands to benefit in this age of digitisation
1 Rapid growth in internet penetration in Indonesia
Online QSR delivery on the rise
% of population connected to the internet
+32% of the population
connected online over the past 10
25%
22%
years
17%
15% 15%
12%
11%
8%
7%
32%
40%
QSR sales through online channels² in US$m
2008A 2009A 2010A 2011A 2012A 2013A 2014A 2015A 2016A 2017A 2018A
Source: World Bank
2
Proliferation of disruptive business services
Online payment providers
Food delivery aggregators
סכ
GOT FOOD
POWERED BY GO JEK
GO PAY RU
KU
DANA Wallet
MOLWallet
foodpanda
GrabFood
Cash On The Go
klik-eat
PayPal GrabPay
Notes:
1
Food and drink sales which are delivered to the consumer by an employee of the outlet or by a third party
2
QSR orders made via internet / e-commerce
BURGER
KING
2013A-2023E
CAGR:
26%
201
167
139
115
94
76
59
44
19
24
32
2013A 2014A 2015A 2016A 2017A 2018A 2019E 2020E 2021E 2022E 2023E
Source: Euromonitor
Platform take rates are one of the lowest
Average platform take rates
23%
22%
18%
15%
15%
10%
6%
Source: Euromonitor
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