Business description: Diageo plc

Diageo plc is one of the world leaders in the production and marketing of alcoholic drinks. The group's products are marketed under the Smirnoff, Johnnie Walker, Baileys, Captain Morgan, Jose Cuervo, Tanqueray brands, etc. Net sales break down by family of products as follows:

- spirits (79.3%);

- beer (16.1%);

- ready-to-drink beverage (3.5%) ;

- other (1.1%).

Net sales are distributed geographically as follows: Europe (23.8%), North America (39.4%), Asia-Pacific (18%), Latin America and the Caribbean (9.1%), Africa (9.1%) and others (0.6%).

Number of employees: 29,632

Sales by Activity: Diageo plc

Fiscal Period: June 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (USD) 2025 (USD)

North America

520.9Cr 609.5Cr 675.8Cr 790.8Cr 797.3Cr

Europe

- 321.2Cr 356.9Cr 480.4Cr 482.1Cr

Asia Pacific

248.8Cr 288.4Cr 320Cr 381.7Cr 363.5Cr

Latin America and Caribbean

104.6Cr 152.5Cr 179.9Cr 183.9Cr 184.7Cr

Africa

141.2Cr 168.2Cr 169.9Cr 177.8Cr 183.4Cr

Europe and Turkey

255.8Cr - - - -

Corporate and Other

2Cr 5.4Cr 8.8Cr 12Cr 14Cr

Eliminate Inter-Segment Sales

-153.7Cr -201Cr -307.3Cr -355.1Cr -

Supply Chain and Procurement (SC&P)

153.7Cr 201Cr 307.3Cr 355.1Cr -

Geographical breakdown of sales: Diageo plc

Fiscal Period: June 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (USD) 2025 (USD)

Rest of World

880.9Cr 1.07TCr 1.17TCr 1.38TCr 1.36TCr

United States

544.1Cr 632.7Cr 697.2Cr 804.1Cr 813.8Cr

India

301.1Cr 321.9Cr 275.1Cr 324.7Cr 323.3Cr

Great Britain

182.2Cr 214.2Cr 213.8Cr 284.9Cr 298.9Cr

Netherlands

7Cr 8.9Cr - - -

Executive Committee: Diageo plc

Manager TitleAgeSince
Chief Executive Officer 61 01/01/2026
Chief Executive Officer 60 16/07/2025
General Counsel 52 01/06/2025
Investor Relations Contact - -
Corporate Officer/Principal - 29/09/2023

Composition of the Board of Directors: Diageo plc

Director TitleAgeSince
Director/Board Member 67 04/04/2018
Director/Board Member 52 30/06/2020
Chairman 66 05/02/2025
Director/Board Member 57 02/10/2020
Director/Board Member 64 01/01/2021
Director/Board Member 55 01/06/2022
Director/Board Member 64 05/08/2024
Director/Board Member 60 01/09/2024
Director/Board Member 52 01/06/2025
Director/Board Member 68 01/11/2025

Shareholders: Diageo plc

NameEquities%Valuation
Capital Research & Management Co. (Global Investors)
5.431 %
12,09,24,600 5.431 % 2 226 M p
Massachusetts Financial Services Co.
5.011 %
11,15,60,606 5.011 % 2 054 M p
Artisan Partners LP
3.124 %
6,95,50,296 3.124 % 1 280 M p
The Vanguard Group, Inc.
2.961 %
6,59,36,021 2.961 % 1 214 M p
BlackRock Investment Management (UK) Ltd.
2.862 %
6,37,13,822 2.862 % 1 173 M p
NameEquities%Valuation
Caixa DTVM SA
0.000009 %
3,600 0.000009 % 14 794 p
E2M Investimentos Ltda.
0.000004 %
1,500 0.000004 % 6 164 p
NameEquities%Valuation
Fidelity Management & Research Co. LLC
1.204 %
67,03,640 1.204 % 499 M p
Merrill Lynch International
0.5049 %
28,10,176 0.5049 % 209 M p
BMO Nesbitt Burns Securities Ltd.
0.3811 %
21,21,214 0.3811 % 158 M p
Eaton Vance Management
0.3498 %
19,47,245 0.3498 % 145 M p
Orbis Investment Management Ltd.
0.3121 %
17,37,346 0.3121 % 129 M p

Holdings: Diageo plc

NameEquities%Valuation
40,64,47,245 55.88% 5 224 M $
51,40,03,331 65% 993 M $
24,72,91,361 80.4% 359 M $
5,20,000 26% 54 M $
3,16,370 1.92% 4 M $

Company details: Diageo plc

Diageo Plc

16 Great Marlborough Street

W1F 7HS, London

+44 20 7947 9100

http://www.diageo.com
address Diageo plc(DGE)

Group companies: Diageo plc

NameCategory and Sector
Miscellaneous Commercial Services
Other Consumer Services
Food Distributors
Food Distributors
Food Distributors

Other Distillers & Wineries

Change 5d. change 1-year change 3-years change Capi.($)
-0.67%+2.75%-27.42%-59.89% 4.5TCr
+0.03%+3.56%-26.96%-68.46% 1.98TCr
-2.57%+6.33%-14.62%-55.19% 1.35TCr
-1.16%-3.41%-14.14%-34.11% 850.45Cr
-0.52%-0.91%+21.97%-26.87% 404.89Cr
+3.53%+5.23%+20.49%+161.76% 403.83Cr
-0.25%+0.25%-8.73%-77.42% 244.46Cr
+2.76%+1.22%+54.16%+73.38% 211.26Cr
-1.86%+19.00%+56.68% - 150.2Cr
0.00%+1.52%+48.02%+63.17% 128.73Cr
Average -0.08%+5.55%+10.95%-2.63% 1.02TCr
Weighted average by Cap. -0.60%+6.26%-16.36%-44.60%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
23
Last Close Price
20.22USD
Average target price
26.11USD
Spread / Average Target
+29.14%

Quarterly revenue - Rate of surprise