Del Monte Pacific Limited · SGX:D03
Del Monte Pacific — FY2026 Earnings Presentation
21 slides from Del Monte Pacific's earnings presentation, Jun 25, 2026
Slide 1: 4Q FY2026 Presentation
4Q FY2026 Presentation 25 June 2026 1
Slide 2: Disclaimer
DISCLAIMER ▪ This presentation may contain statements regarding the business of Del Monte Pacific Limited and its subsidiaries (the “Company”) that are of a forward-looking nature and are therefore based on management’s assumptions about future developments. Such forward- looking statements are typi
Slide 3: Contents
CONTENTS • 4Q FY2026 Results (1 February 2026 to 30 April 2026) • FY2026 Results (1 May 2025 to 30 April 2026) • Market Updates • Sustainability • Strategic Priorities & Outlook • Capital Structure This presentation should be read in conjunction with the Management Discussion and Analysis (MD&A) pos
Slide 4: 4Q FY2026 Financial Highlights
4Q FY2026 FINANCIAL HIGHLIGHTS • DMPL sustained its growth trajectory in 4Q FY2026 • Sales of US$213.7m, up 11%, on higher sales in the international markets and the Philippines • Net profit rose 3.5x to US$10.1m from US$2.9m (excluding the U.S. write-down and gain from India share swap last year) o
Slide 5: 4Q FY2026 Results – Continuing Operations
4Q FY2026 RESULTS – CONTINUING OPERATIONS 4Q 4Q In US$m Chg (%) Comments FY2026 FY2025 Turnover 213.7 191.9 +11.4 Higher sales in international markets and the Philippines Higher volume, better pricing and improved mix which Gross profit 71.3 57.0 +25.2 offset higher logistics cost from higher fuel
Slide 6: FY2026 Results – Continuing Operations
FY2026 RESULTS – CONTINUING OPERATIONS In US$m FY2026 FY2025 Chg (%) Comments Turnover 896.1 789.5 +13.5 Higher sales in international markets and the Philippines Higher volume, pricing actions to offset inflation, lower Gross profit 297.7 224.0 +32.9 product cost and improved mix from increased exp
Slide 7: 4Q and FY2026 Philippines
4Q AND FY2026 PHILIPPINES 4Q FY2026 DMPL sales: US$213.7m, +11% Philippine sales: US$75.1m, +6% in peso terms and +4% US$ terms • Continued growth in the Philippines on higher volume and improved pricing • Higher sales of beverage, culinary, dairy and snacks • Launched its newest Tipco variant – Tip
Slide 8: Philippine Market Share – FY2026
PHILIPPINE MARKET SHARE – FY2026 Leadership market shares with increases in Spaghetti Sauce and Packaged Pineapple 41.2% -0.6pt 77.6% -0.3pt 95.3% +1.0pt RTD Juices ex foil pouches (#1) Canned Mixed Fruit (#1) Packaged Pineapple (#1) Category: +1.1% Category: +7.8% Category: +6.9% 83.7% -0.8pt 40.4%
Slide 9: Philippines - Beverage
PHILIPPINES - BEVERAGE Del Monte Juice Drinks: Tipco 100% Juices: Owning summer with real fruit goodness Tipco ABC supports the natural beauty through meaningful partnerships • Del Monte Juice Drinks refreshed summer with delicious real fruit goodness that brings both • Newest Tipco variant – Tipco
Slide 10: Philippines - Fruits
PHILIPPINES - FRUITS Del Monte Halo-Halo Mix Capitalised on the summer months by engaging online influencers to promote Del Monte Halo-Halo Mix for family enjoyment at home 10
Slide 11: 4Q and FY2026 International
4Q AND FY2026 INTERNATIONAL 4Q FY2026 • Sales in the international markets grew by 17% to US$118.4m • Higher volume of fresh pineapple, packaged products, NFC juice and frozen pineapple • Fresh pineapple maintained its strong momentum, growing by 18%, on continued higher sales of the S&W Deluxe Pine
Slide 12: International – Fresh Market Share
INTERNATIONAL – FRESH MARKET SHARE North Asia leadership expanded 3 ppts to 55% 80% China 73% 70% 60% North Asia 55% 50% Korea 47% 40% 30% 20% Japan 26% 10% 0% CY'22 CY'23 CY'24 CY'25 1Q CY'26 Source: CY2021 – 2023 Imports Data from Asiafruit Congress Statistical Handbook CY2024-1Q 2026 from Customs
Slide 13: S&W Fresh - China
S&W FRESH - CHINA Goodfarmer, S&W’s partner distributor of S&W Deluxe Fresh Pineapple, launched Pineapple Festival from end March to early May 2026 in 218 supermarkets and 27 wholesale markets, reaching out to consumers in 60 key cities across China. 13
Slide 14: S&W Fresh - China
S&W FRESH - CHINA Good me, China’s No. 1 Fresh Fruit Tea chain with over 14,500 shops, launched a new refreshing fruit drink – the Pineapple – Apple Mixed Juice. This new drink features our S&W Fresh Pineapple as a key ingredient for its aroma and enticing golden color! 14
Slide 15: S&W Fresh - China
S&W FRESH - CHINA Yum China (the parent company of Pizza Hut and KFC) entered into the burger business with V-Burger, in China. The new concept offers an upgraded burger experience and features S&W Deluxe Fresh Pineapple as one of its banner ingredients. It has 130 stores, with another 170 stores se
Slide 16: S&W Fresh - Japan
S&W FRESH - JAPAN S&W Fresh Pineapples have entered all 243 Seiyu Stores in Japan. The products include Whole Pineapple, Fresh Cut (plastic box, cut in store) and Stand Packs (2 sizes). 7 Eleven: S&W, together with Yamazaki, introduced a new and bigger size of Fresh- cut Pineapple. The bigger 230g p
Slide 17: S&W Processed - Japan
S&W PROCESSED - JAPAN S&W Japan Ltd, together with J Gerber Ltd., participated in FABEX, one of the largest fairs in Japan covering a wide range of food products catering to the food industry. The event, held from April 15 to 17, hosted over 1,000 exhibitors and attracted more than 60,000 attendees
Slide 18: S&W Processed - Indonesia
S&W PROCESSED - INDONESIA S&W Real Mayonnaise was launched in several stores in Indonesia. This new product was a project developed by S&W’s partner distributor, PT Kapitan, and produced in their own factory in Surabaya. Brastagi Cemara Asri Brastagi Rantau Prapat Brastagi Cambridge 18
Slide 19: Sustainability
SUSTAINABILITY Renewable Energy EPR Program Del Monte Foundation Recognition • In FY2026, Del Monte • DMPI recycled 51% of • The Del Monte Del Monte Philippines has Philippines (DMPI) its plastic packaging Foundation been awarded the Best solar power in the waste in CY2025 in collaborated with the E
Slide 20: Strategic Priorities and Outlook
STRATEGIC PRIORITIES AND OUTLOOK • Following a strong FY2026 performance, the Group expects the business to achieve profitability in FY2027 although it may experience volatility from the impact of the US-Iran war • DMPL’s immediate key priorities include: Commodity sourcing and costs: Recent US-Iran
Slide 21: Capital Structure
CAPITAL STRUCTURE In line with the Capital and Financial Recovery Plan submitted to the SGX/PSE on 2 June 2026: • DMPL will continue to pursue an integrated restructuring framework involving its principal creditors and stakeholders, designed to systematically deleverage DMPI while preserving its ope