Investor Presentation FY 2010
Tyres and the Internet
PC & LT Replacement Tyres Europe: > € 10 billion
SA
52
Rest
21
other
EE+CE
60
NA
69
255
World
WE 220
Germany: very good 2010, uncertain outlook for 2011
60
DE
50
59
40
Western
Europe
30
UK
20
ES
27
Asia
239
15
10
IT
FR
24
26
in million tyres
Source: Datamonitor, Continental, Michelin, own estimates
Europeans are increasingly online...
adults online in
% of total
46
34
76
82
76
57
72
60
44
Desk Research GfK Austria, January 2011
0
total
99 2000 01 02 03 04
Source: BRV (car replacement tyres)
and buy their tyres online.
summer
+10.1% 0.0%
+3.3%
-12.7%-1.3%
winter
in million tyres
05 06
07 08 09 10 11*
* estimates as of March 2011
86
think about buying online (ADAC, 18-39)
30.8%
29.6%
27.8%
think about buying online (ADAC, all)
15.8% 16.5%
15.0%
bought tyres on the Internet (ADAC, 18-39)
9.2%
7.9%
6.4%
bought tyres on the Internet (BRV,GFK)
4.8%
4.8%
4.0%
3.2%
3.7%
bought tyres on the Internet (ADAC all)
05 06
07
08 09 10
Source: ADAC (new methodology vs. 2009), BRV, GFK
Investor Presentation FY 2010
Hanover, 23 March 2011
At a glance
Business Model
Profit & Loss
Balance Sheet
Outlook
DELTICOM
8
AktiengesellschaftView entire presentation