San Miguel Food & Beverage, Inc. · PSE:FB
San Miguel Food & Beverage — H1 2023 Earnings Presentation
16 slides from San Miguel Food & Beverage's earnings presentation, Aug 8, 2023
Slide 1: SEC Form 17-C Current Report
8/9/23, 9:13 AM Material Information/Transactions C06121-2023 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) Aug 8, 2023 2. SEC Identification Numbe
Slide 2: PSE Disclosure Form 4-30 - Material Information/Transactions
8/9/23, 9:13 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 Materials
Slide 3: Analysts' Briefing: 2023 First Semester Results
SAN MIGUEL CORPORATION Analysts' Briefing 2 0 2 3 F I R S T S E M E S T E R R E S U LT S AUGUST 8, 2023
Slide 4: San Miguel Corporation
San Miguel Corporation First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 685,229 711,416 -4% INCOME FROM 69,921 66,727 5% OPERATIONS NET INCOME 23,325 19,805 18% EBITDA 100,141 91,205 10%
Slide 5: San Miguel Food and Beverage, Inc.
San Miguel Food and Beverage, Inc. First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 184,587 172,122 7% INCOME FROM 22,987 26,567 -13% OPERATIONS NET INCOME 18,809 18,758 0% 3
Slide 6: San Miguel Brewery Inc.
San Miguel Brewery Inc. (a Division of San Miguel Food and Beverage, Inc.) First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 74,119 64,985 14% INCOME FROM 16,429 14,726 12% OPERATIONS NET INCOME 13,469 10,656 26% 4
Slide 7: Ginebra San Miguel Inc.
Ginebra San Miguel Inc. (a Division of San Miguel Food and Beverage, Inc.) First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 25,406 23,148 10% INCOME FROM 3,376 3,271 3% OPERATIONS NET INCOME 4,077 2,483 64% 5
Slide 8: San Miguel Foods
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 85,065 83,993 1% INCOME FROM 3,216 8,610 -63% OPERATIONS NET INCOME 1,691 6,052 -72% 6
Slide 9: San Miguel Foods: First Semester 2023
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) First Semester 2023 1 Feeds and veterinary medicine 2 Poultry and fresh meats 7
Slide 10: San Miguel Packaging Group
San Miguel Packaging Group First Semester 2023 8
Slide 11: San Miguel Global Power Holdings Corp.
San Miguel Global Power Holdings Corp. First Semester 2023 (IN MILLION PESOS) 1H2023 1H2022 CHANGE% NET SALES 84,770 102,581 -17% INCOME FROM 14,751 13,664 8% OPERATIONS NET INCOME (LOSS) 5,909 (1,880) 414% 9
Slide 12: Petron Corp.
Petron Corp. First Semester 2023 10
Slide 13: SMC Infrastructure
SMC Infrastructure First Semester 2023 11
Slide 14: San Miguel Equity Investment Inc. – Cement Business
San Miguel Equity Investment Inc. – Cement Business First Semester 2023 12
Slide 15: SMC Financial Position
SMC Financial Position First Semester 2023 (In Bil Php) As of June 2023 As of December 2022 Total Assets 2,367 2,392 Cash 262 318 Interest-bearing debt 1,338 1,356 Current Ratio 1.21x 1.21x Total Liabilities to Equity Ratio 2.74x 2.74x Interest-bearing Debt to Equity Ratio 2.11x 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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