Revenue distribution by sectors:

• Beverages: 85%
• Alcoholic beverages: 10%
• Other: 5%

TOP 3 markets and their shares:

• Vietnam: 70%
• Southeast Asia (excluding Vietnam): 20%
• Europe: 10%

Saigon Beer - Alcohol - Beverage Corporation (SAB) generates the majority of its revenue from the beverage industry, with a clear focus on alcoholic beverages. Vietnam remains the dominant market, attributed to its strong brand presence and high domestic consumption.

Expansion into the Southeast Asian market also shows significant results, as the demand for Vietnamese beers in the region is growing. Europe represents a smaller but still important market served through the export of premium products.

Production Sites: Several breweries in Vietnam, including Ho Chi Minh City, Hanoi, and Binh Duong.

Saigon Beer - Alcohol - Beverage Corporation (SAB) is one of the largest beer producers in Vietnam. The company operates multiple breweries throughout the country, with the main production facilities located in Ho Chi Minh City, Hanoi, and Binh Duong. This strategic distribution allows SAB to efficiently meet demand in various regions of Vietnam while optimizing logistics costs.

Revenue Growth: Estimated 8-10% annually (2026 forecast)
Market Expansion: Penetration of new markets in Southeast Asia (2026)
Product Innovation: Launch of new non-alcoholic products (2025-2026)

Saigon Beer - Alcohol - Beverage Corporation (SAB) is focusing on a strategy that includes both geographical expansion and product diversification. The company plans to strengthen its presence in Southeast Asia to benefit from the growing demand in these markets. This includes opening new distribution centers and collaborating with local partners.

In addition, SAB is investing in the development of new products, especially in the area of non-alcoholic beverages, to meet changing consumer preferences. This strategy is intended not only to secure revenue growth but also to strengthen SAB's market position in an increasingly competitive environment.

By combining expansion and innovation, SAB aims to increase its market share and secure long-term growth.

Imported Raw Materials:

• Malt
• Hops
• Packaging materials

Main Import Countries:

• Australia (Malt)
• Germany (Hops)
• China (Packaging materials)

Saigon Beer - Alcohol - Beverage Corporation (SAB) relies heavily on the quality of its raw materials to ensure the high standards of its beer production. Malt is mainly imported from Australia, as the country is known for its high-quality grain products. Hops, another crucial component, are sourced from Germany, famous for its excellent hop quality. Packaging materials, especially glass and aluminum, are often imported from China, as it is cost-effective and provides logistical advantages due to its proximity to Vietnam.

Market share in Vietnam: 40% (2025)
Revenue growth: 8% (2025)
EBITDA margin: 20% (2025)

Saigon Beer - Alcohol - Beverage Corporation (SAB) holds a significant market share of about 40% in Vietnam, indicating strong brand awareness and a wide range of products. This gives the company a significant competitive advantage over smaller local and international competitors.

The 8% revenue growth in 2025 shows that SAB is able to continue expanding despite a saturated market and intense competition. The 20% EBITDA margin underscores the operational efficiency and the company's ability to control costs and remain profitable.

In addition, SAB benefits from a well-established distribution network and a strong presence in various sales channels, facilitating access to consumers. Together, these factors strengthen SAB's competitive advantage in the Vietnamese beverage industry.

Institutional Investor Share: Estimated at around 60% (2026)

Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Saigon Beer - Alcohol - Beverage Corporation is approximately 60%. This indicates a strong interest from institutional investors in the company, reflecting confidence in its long-term performance and stability.

No significant insider transactions were reported for the year 2026. This could suggest that the company's executives and insiders do not currently anticipate significant changes in the company's value, or that they are satisfied with the current valuation.

Market share of Saigon Beer - Alcohol - Beverage Corporation (SAB): 35% (estimated for 2026)

Main competitors and their market shares:

1. Heineken Vietnam: 25%
2. Habeco (Hanoi Beer Alcohol and Beverage Joint Stock Corporation): 15%
3. Carlsberg Vietnam: 10%
4. ThaiBev (through subsidiaries): 8%
5. Local and smaller breweries: 7%

Saigon Beer - Alcohol - Beverage Corporation (SAB) holds a significant market share of approximately 35% and is the market leader in Vietnam. The largest competitor, Heineken Vietnam, follows with a market share of 25%. These two companies dominate the Vietnamese beer market.

SAB's moat mainly consists of its strong brand recognition and deep roots in Vietnamese culture. SAB benefits from a wide distribution network and a loyal customer base, allowing the company to maintain its market leadership.

In comparison, Heineken Vietnam has a strong international brand reputation and benefits from global marketing strategies and synergies. This poses a serious competition, especially in urban areas and among younger consumers.

Habeco and Carlsberg Vietnam also have strong regional presence, but their influence is more limited compared to SAB and Heineken. ThaiBev has strengthened its presence through strategic acquisitions, but its moat is not as pronounced as that of the market leaders.

Overall, SAB has a significant advantage due to its local market knowledge and brand strength, but the competition, especially from international brands, remains strong and could challenge the moat in the future.

Revenue Growth: 8% (2025) Profit Growth: 10% (2025) Market Share in Vietnam: 40% (2025)

Saigon Beer - Alcohol - Beverage Corporation (SAB) has experienced solid revenue and profit growth in recent years. In 2025, revenue increased by 8%, while profit grew by 10%. These growth rates indicate strong operational performance.

The company holds a significant market share of 40% in Vietnam, highlighting its leading position in the industry. This market position provides SAB with a competitive advantage, especially in a growing market like Vietnam, where the consumption of alcoholic beverages is steadily increasing.

Additionally, SAB is investing in expanding its production capacities and introducing new products to meet changing consumer preferences. These strategic initiatives could further support future growth.

Overall, the combination of a strong market share, continuous growth, and strategic investments suggests that SAB represents an attractive investment opportunity, regardless of short-term fluctuations in the stock price.

Dividend Yield: 4.5% (2025)

Dividend History: Continuous payout over the last 5 years

Saigon Beer - Alcohol - Beverage Corporation (SAB) has been paying out a consistent dividend in recent years, indicating a reliable dividend policy. The dividend yield of 4.5% in 2025 shows that the company is offering its shareholders an attractive return.

The reliability of the payout is supported by the company's stable financial performance and strong market position in Vietnam. Historically, SAB has had a solid balance sheet and positive cash flow, highlighting its ability to make continuous dividend payments.