This survey is made up of two sections. The first contains analysis of 136 Italian companies operating in the wine industry, which in 2014 turned over more than €25m, whose financial statements have been aggregated for the 2010-2014 period. These companies are wine industry specialists, often operating across several regions. Companies which generate their turnover chiefly through the sale of other products, despite also managing wine-making activities of significant size nationally, have been excluded from the analysis. Where available, preference has been given to consolidated data. The aggregate consists of 42 co-operatives (including seven limited companies controlled by one or more co-operatives), 87 Italian-owned and seven non-Italian-owned limited companies. In 2014 the aggregate generated turnover of €6.2bn, with a degree of representativeness estimated at 59.4% of the total production (which in 2014 was estimated at around €10.5bn) and 61.6% of the total exports (€5.1bn). The earnings/financial data have been supplemented with interviews of the companies covered to obtain preliminary indications regarding the 2015 pre-closing figures, estimated sales for 2016 and certain aspects of their commercial structure. The second section in turn contains two parts. The first analyses the 2005-2014 aggregate of the 14 largest international listed companies with turnover in excess of €150m, which in 2014 generated €10.8bn in revenues. The second part illustrates the performance of the Mediobanca global share price index of listed wine-makers between 2001 and mid-March 2016. The index features 42 companies whose shares are traded on 20 stock markets, and whose market capitalization at the reference date totalled €42.8bn.
The survey is available for download.
Mediobanca global wine industry share price index
ISSN 1825 - 1250
This is an index compiled by Mediobanca in 2004 covering companies operating in the wine industry and listed on stock markets worldwide. The index time series (with a base date of 1st January 2001) is available for download, along with its methodology and with the slides used in a presentation given at the University of Florence on 2 December 2004.
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The most recent edition of the survey came out on 07 April 2016. The leading Italian daily newspapers published comments and reviews on it the following day.
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L. Baldi, M. Peri, D. Vandone, Is wine a financial parachute?, W.P. 2010-01, Dipartimento di Scienze Economiche Aziendali e Statistiche, Università degli Studi di Milano.
Wine industry survey
Global wine industry share price index
Presentations and conferences