Dinar standard ds100_2013

1

Presented at:

July 9th, 2013

By, Rafi-uddin Shikoh, CEO

Growth Strategy Research & Advisory

* OIC: Organization of Islamic Cooperation – 57 member countries

2 © 2011 DinarStandard, Strategy Insights, Inc.



• The Business Landscape of Muslim

Countries – As profiled by the 9th Annual -2012

DS100 Ranking of Top 100 Companies of the OIC member countries

• Importance of large enterprises

• 3 Areas of leadership opportunities



OIC* Economies: US$ 9.9 trill GDP, ’11


OIC* Economies: Intra-OIC Targets – 25%

Islamic Finance: US$ 1.5 trillion

in Assets

Halal Lifestyle: US$ 2+ trillion

‘Halal’ consumer market



Country/ Company GDP/ Revenue ($

billion/ 2012)

Indonesia $ 895

Turkey $ 783

Saudi Arabia $ 657

Royal Dutch Shell $ 484

Iran $ 484

Exxon Mobil $ 453

Wal-Mart Stores $ 447

BP $ 386

Sinopec Group $ 375

United Arab Emirates $ 362

China N.P $ 352

Malaysia $ 307

Nigeria $ 273

State Grid $ 259

Egypt $ 255

Chevron $ 246

ConocoPhillips $ 237

Toyota Motor $ 235

Total $ 232

Pakistan $ 231

companies are

large enough to be a top 20 OIC

country by GDP!

11


OIC: 15% of population under-nourished (Compared to 13% global)*

OIC: 0.52 Education dev. Index vs. 0.61 global average* Employment


Purpose: Recognize domestic

companies of the OIC* member

countries; provide a benchmark

perspective on the trend and growth

of the corporate landscape



• By revenue last EOY

• OIC domestic (majority owned)

• Public listed, private and government owned also included (for whom data available publicly or derived)

• Sovereign Wealth Funds NOT included

Disclaimer: The DS100 is compiled to benchmark the business profile of the OIC member countries corporations. It is not meant to be an investment advice and includes data compiled based on publicly available sources. DinarStandard cannot accept any responsibility for information that is inaccurate or out-of-date, nor can it accept responsibility for any ramifications that this may have for users of this website.


Company had 20% of Europe's color TV

market share

The largest instant Noodles manufacturer

in the world

Has line of chocolates and biscuits marketed in 95 countries. Owns

Godiva

One of the world’s largest

palm oil producer

Has achieved 125+ patents

The fastest growing brands of the DS100

– Hint: Travel


Note: all logos properties of respective companies


NAME Rank COUNTRY

EOY 2011 Revenue

(USD million) Growth Primary Ownership

Saudi Arabian Oil Co. (Saudi Aramco) 1 Saudi Arabia $ 365,204 58.2% Government

National Iranian Oil Company 2 Iran $ 110,000 9.8% Government

Kuwait Petroleum Corp. 3 Kuwait $ 104,637 26.8% Government

Petroliam Nasional Bhd. (Petronas) 4 Malaysia $ 79,652 23.6% Government

Qatar Petroleum 5 Qatar $ 79,423 53.8% Government

Abu Dhabi National Oil Co. 6 UAE $ 71,670 53.1% Government

South Oil Company (SOC) 7 Iraq $ 68,640 66.9% Government

PT Pertamina (Persero) 8 Indonesia $ 64,756 36.5% Government

Sonatrach 9 Algeria $ 58,793 23.5% Government

Saudi Basic Industries Co. (SABIC) 10 Saudi Arabia $ 50,634 25.0% Listed



3

4

5

8

8

9

13

14

14

22

Cap Goods

Consumer Cyclical

Util

Food & Agriculture

Transportation

Basic Materials

Services

Diversified

Finance

Energy

Top Sectors by # of Companies on the list

36.3%

35.7%

34.3%


Total Revenues

$ 1,757 bill

ion

YOY Growth

28% (Fortune 100

grew 13% same period) $3.57

($76 billion Fortune 100)

bill

ion

(Represents 13% of Fortune 100)

Minimum threshold to be on DS100

Listed 57

Government 31

Private 12

Ownership type


1 1 1 1 1 1 1 1

2 3 3 3

4 5

8 9

10 11

15 19

Oman Algeria

Azerbaijan Brunei

Libya Pakistan

Syria Iraq

Nigeria Morocco

Kazakhstan Qatar Egypt

Kuwait Iran UAE

Indonesia Saudi Arabia

Malaysia Turkey

NAME Rank

EOY 2011

Revenue (USD) Growth Ownership Sector

Saudi Aramco 1 $ 365,204 58.2% Government Energy

SABIC 10 $ 50,634 25.0% Listed Basic Materials

Saudi Telecom Company 16 $ 14,842 7.5% Listed Services

Petro Rabigh 20 $ 14,231 14.0% Listed Energy

Saudi Electric Company 35 $ 7,540 9.3% Listed Utilities

Savola Group 38 $ 6,719 19.8% Listed Food Processing

Saudi Arabian Airlines 55 $ 5,671 7.0% Government Transportation

Etihad Etisalat (Mobily) 61 $ 5,346 25.2% Listed Services

Tasnee (NIC) 63 $ 5,240 22.9% Listed Basic Materials

Consolidated Contractors Int’nl 84 $ 4,376 -0.1% Private Capital Goods

National Commercial Bank 98 $ 3,663 3.8% Government Finance


Samba Financial Group Riyad Bank Kingdom Holding Co. Abdul Latif Jameel Group

Al Rajhi Banking and Investment Corp. Saudi Oger Company Ltd. Dallah Albaraka Group Saudi Binladin Group

Some KSA companies previously on list:



NAME Rank COUNTRY

2011 Revenue (USD) Growth

Primary Ownership INDUSTRY

Golden Agri-Resources 49 Indonesia $ 5,953 70% Listed Palm Oil

Kuala Lumpur Kepong 100 Malaysia $ 3,576 43% Listed Plantation, oleochemicals, property

IOI Group 65 Malaysia $ 5,217 29% Listed Palm Oil

Felda Holdings Bhd 48 Malaysia $ 5,979 21% Private Agriculture, Forestry, Fishing, and Hunting

Savola Group 38 Saudi Arabia $ 6,719 20% Listed Food Processing

Indofood 75 Indonesia $ 4,665 18% Listed Food Processing

Yildiz Holding/ Ulker 45 Turkey $ 6,255 14% Listed Food Processing

Gudang Garam Tbk PT 87 Indonesia $ 4,310 11% Listed Tobacco



7%

24%

17% 20%

26%

6%

2%

36%

2005 2006 2007 2008 2009 2010 2011 2012

Historical Revenue Growth (DS100 Food & Agriculture Companies, 2005-2012)


1. Global leadership

2. Intra-OIC investments

3. Global Halal Lifestyle Market


CR

ISIS

O

PP

OR

TUN

ITY

Food SME/Ethical Financing

Energy/ Water

Knowledge gap

Health

Management

Agriculture sector Leadership

Sustainable Tech. Leadership .

Education sector Leadership

Healthcare sector Leadership

Management Leadership

Islamic Finance


Zero OIC based companies


50 Most Innovative Global Companies

Innovation gaps: A comparative DinarStandard Study

VS

Top 100+ Companies of the Muslim World


50 Most Innovative Global Companies

a) Corporate culture that discourages “Fear of Failure”

b) Big thinking

c) A corporate culture that encourages “Critical Thinking”

Address “Chronic” gaps in OIC markets’ innovation culture. Develop:

Innovation gaps: A comparative DinarStandard Study

VS




Marketing gaps: A comparative DinarStandard Study

VS

Leading Global Brands



a) Develop Authentic brand soul/ identity

b) Benchmark marketing investment to global leaders

Address major gaps in branding & marketing:

Marketing gaps: A comparative DinarStandard Study

VS

Leading Global Brands


TURKEY

Morocco Pakistan

KSA

Iran

Kazakhstan

Nigeria

Uganda

Tunisia

Source: DinarStandard OIC Clustering Model Analysis - 2011

Hub Node

Ivory

Coast MALAYSIA

Export based Hub & Nodes

Jordan

Egypt

UAE INDONESIA


DS100 Food & Agri Companies Other Emergıng Brands:


Select Industry Sub-sector


© 2011 DinarStandard Research & Advisory



Map OIC Sub-Sector Cluster





Identify Gaps & Needs in Sub-Sector Value Chain

Raw Inputs

Marketing Distrib- ution

Consumer Production/ Operation

Inefficiencies? Offering gaps? Sustainable productivity needs?





Halal Value Chain Alliances

New Growth Markets

Investment Opportunities

Generate sustainable growth opportunities

Identify Gaps & Needs in Sub-Sector Value Chain

Raw Inputs

Marketing Distrib- ution

Consumer Production/ Operation

Inefficiencies? Offering gaps? Sustainable productivity needs?



Media

Online

Services

Education

Hospitality

Other

Pharma

Retail

Consumer

Goods

Halal Food

Retail

Islamic

Finance

Fashion

Tourism

Global

Audience

Faith driven

Global Muslim

Consumer Base

1.6 Billion ppn.

*US$1.8 trillion+

spend

© DinarStandard


May the Top 100 Companies of the OIC member countries:

- Drive profitable business solutions around global social needs

- Incubate breakthrough innovative technologies, processes, business models, customer experiences

- Develop models of responsible business

- Develop global ‘Halal’ lifestyle brands

- Become major part of the Most Respected, Most Ethical, Largest global firms

Ameen.


Growth Strategy Research & Advisory

CONTACT:

Rafi-uddin Shikoh Managing Director DinarStandard 80 Broad Street, 5th Floor, New York City, NY 10004, USA T: 1-347-624-7454 F: 1-201-526-8404 E: [email protected] W: advisory.dinarstandard.com

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