San Miguel Food & Beverage, Inc. · PSE:FB
San Miguel Food & Beverage — 9M 2023 Earnings Presentation
16 slides from San Miguel Food & Beverage's earnings presentation, Nov 13, 2023
Slide 1: SEC Form 17-C Current Report
11/14/23, 8:19 AM Material Information/Transactions C08098-2023 SECURITIES AND EXCHANGE COMMISSION SEC FORM 17-C CURRENT REPORT UNDER SECTION 17 OF THE SECURITIES REGULATION CODE AND SRC RULE 17.2(c) THEREUNDER 1. Date of Report (Date of earliest event reported) Nov 13, 2023 2. SEC Identification Nu
Slide 2: PSE Disclosure Form: Material Information/Transactions
11/14/23, 8:19 AM Material Information/Transactions San Miguel Food and Beverage, Inc. FB PSE Disclosure Form 4-30 - Material Information/Transactions References: SRC Rule 17 (SEC Form 17-C) and Sections 4.1 and 4.4 of the Revised Disclosure Rules Subject of the Disclosure Analysts' Briefing Materia
Slide 3: Analysts' Briefing: 2023 September YTD Results
SAN MIGUEL CORPORATION Analysts' Briefing 2 0 2 3 S E P T E M B E R Y T D R E S U LT S November 13, 2023
Slide 4: San Miguel Corporation September-YTD 2023
San Miguel Corporation September-YTD 2023
Slide 5: San Miguel Food and Beverage, Inc.
San Miguel Food and Beverage, Inc. September-YTD 2023 3
Slide 6: San Miguel Brewery Inc.
San Miguel Brewery Inc. (a Division of San Miguel Food and Beverage, Inc.) September-YTD 2023 4
Slide 7: Ginebra San Miguel Inc.
Ginebra San Miguel Inc. (a Division of San Miguel Food and Beverage, Inc.) September-YTD 2023 5
Slide 8: San Miguel Foods
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) September-YTD 2023 6
Slide 9: San Miguel Foods
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) September-YTD 2023 1 Feeds and veterinary medicine 2 Poultry and fresh meats 7
Slide 10: San Miguel Packaging Group
San Miguel Packaging Group September-YTD 2023 (IN MILLION PESOS) 9M2023 9M2022 CHANGE% NET SALES 27,665 25,262 10% INCOME FROM 1,592 1,334 19% OPERATIONS 8
Slide 11: San Miguel Global Power Holdings Corp.
San Miguel Global Power Holdings Corp. September-YTD 2023 (IN MILLION PESOS) 9M2023 9M2022 CHANGE% NET SALES 125,213 166,147 -25% INCOME FROM 23,337 23,212 1% OPERATIONS NET INCOME (LOSS) 9,088 (2,635) 445% 9
Slide 12: Petron Corp.
Petron Corp. September-YTD 2023 10
Slide 13: SMC Infrastructure
SMC Infrastructure September-YTD 2023 11
Slide 14: San Miguel Equity Investment Inc. – Cement Business
San Miguel Equity Investment Inc. – Cement Business September-YTD 2023 12
Slide 15: SMC Financial Position
SMC Financial Position September-YTD 2023 (In Bil Php) As of September 2023 As of December 2022 Total Assets 2,437 2,392 Cash 265 318 Interest-bearing debt 1,406 1,356 Current Ratio 1.11x 1.21x Total Liabilities to Equity Ratio 2.84x 2.74x Interest-bearing Debt to Equity Ratio 2.21x 2.12x 13
Slide 16: Thank you!
Thank you! SMCInvestorRelations@sanmiguel.com.ph C O R P O R AT E w w w. s a n m i g u e l . c o m . p h w w w. s a n m i g u e l b r e w e r y. c o m . p h WEBSITES w w w. g i n e b r a s a n m i g u e l . c o m . p h w w w. s m f b . c o m . p h w w w. p e t r o n . c o m w w w. s m c g l o b a l
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