Above, the Al Ain bottled water factory which can produce up to 72,000 bottles of water an hour, up from 5,000 to 10,000 previously. Delores Johnson / The National
Above, the Al Ain bottled water factory which can produce up to 72,000 bottles of water an hour, up from 5,000 to 10,000 previously. Delores Johnson / The National

Agthia targets move into Saudi Arabia as part of expansion bid



Agthia, the maker of Al Ain bottled water and Agrivita animal feed, has set its sights on entering the Saudi market this year.

The kingdom is the only country in the GCC where Agthia has no presence.

“We need to be in Saudi Arabia,” said Fasahat Beg, the executive vice president of the consumer business division at Agthia. “We were a half-billion dollar company in 2014 and we intend to be a billion-dollar company by 2020. We have a sizeable war chest for acquisitions. We are cash-rich, and we are actively looking for targets.”

He said the entry into Saudi Arabia might not necessarily be through an acquisition. It could be via a distribution agreement or joint venture, and Agthia was looking at what model might suit it the best.

“Agthia is implementing a new strategy which envisions a wider geographical footprint and expansion of production facilities,” said Asjad Yahya, a research analyst at Shuaa Capital. “Moving into Saudi Arabia makes total sense because of the size of the country and the geographical proximity.”

Mr Yahya said that Agthia’s plan to be a US$1bn company by 2020 is an ambitious target. “But it is achievable as it will see organic growth in the UAE alongside other acquisitions and expansions in other target markets, such as KSA and Egypt.”

The Abu Dhabi-listed com­pany also said that it planned to invest Dh500 million in manufacturing plants and warehousing across the UAE over the next three years as it bids to improve its market share in categories where it has a presence.

The group is following a new strategy that markets the parent company alongside its products, so its Capri Sun fruit drinks will carry Agthia branding as will Al Ain Water and Yoplait fruit yogurts. It bought a Turkish mineral water source in 2011 and developed the brand Alpin, in Turkey.

Alpin is now available to buy in the UAE unhindered by government price controls because it is an imported water brand.

The company said that as a large part of its water business was linked to distribution, the low oil price has helped the group as diesel prices have fallen as a result.

Retailers of Agthia products have experienced a slackening in real spending in the last quarter, but shopkeepers have reported that customers are now buying in bulk and staying with brands that they trust.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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