San Miguel Food & Beverage, Inc. · PSE:FB
San Miguel Food & Beverage — H1 2022 Earnings Presentation
15 slides from San Miguel Food & Beverage's earnings presentation, Aug 4, 2022
Slide 1: SEC Form 17-C Current Report
8/8/22, 12:55 PM [Amend-1]Material Information/Transactions C05991-2022 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, 2022 2. SEC Identifica
Slide 2: PSE Disclosure Form 4-30 - Material Information/Transactions
8/8/22, 12:55 PM [Amend-1]Material Information/Transactions and are disseminated solely for purposes of information. Any questions on the data contained herein should be addressed directly to the Corporate Information Officer of the disclosing party. San Miguel Food and Beverage, Inc. FB PSE Disclos
Slide 3: Analysts' Briefing: 2022 First Semester Results
SAN MIGUEL SAN MIGUEL PETRON CORPORATION Analysts' Briefing 2022 FIRST SEMESTER RESULTS AUGUST 4, 2022
Slide 4: San Miguel Corporation First Semester 2022
San Miguel Corporation First Semester 2022 (IN MILLION 1H2022 1H2021 CHANGE% PESOS) NET SALES 711,416 410,124 73% INCOME FROM 85,858 61,016 41% OPERATIONS NET INCOME 19,805 29,570 -33% NET INCOME excluding Forex 32,489 26,098 24% and CREATE Law EBITDA 91,205 80,660 13% 2
Slide 5: San Miguel Food and Beverage, Inc.
San Miguel Food and Beverage, Inc. First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 172,122 146,791 17% INCOME FROM 26,567 23,042 15% OPERATIONS NET INCOME 18,758 17,363 8% 3
Slide 6: San Miguel Brewery Inc.
San Miguel Brewery Inc. (a Division of San Miguel Food and Beverage, Inc.) First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 64,985 54,332 20% INCOME FROM 14,726 12,077 22% OPERATIONS NET INCOME 10,656 9,507 12% 4
Slide 7: Ginebra San Miguel Inc.
Ginebra San Miguel Inc. (a Division of San Miguel Food and Beverage, Inc.) First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 23,148 20,228 14% INCOME FROM 3,271 2,614 25% OPERATIONS NET INCOME 2,483 2,087 19% 5
Slide 8: San Miguel Foods
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 83,993 72,236 16% INCOME FROM 8,610 8,359 3% OPERATIONS NET INCOME 6,052 6,178 -2% 6
Slide 9: San Miguel Foods First Semester 2022
San Miguel Foods (a Division of San Miguel Food and Beverage, Inc.) First Semester 2022 7
Slide 10: San Miguel Packaging Group
San Miguel Packaging Group First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 16,080 14,617 10% INCOME FROM 959 614 56% OPERATIONS 8
Slide 11: SMC Global Power Holdings Corp.
SMC Global Power Holdings Corp. First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 102,580 60,279 70% INCOME FROM 12,763 17,158 -26% OPERATIONS NET INCOME (1,880) 12,219 -115% 9
Slide 12: Petron Corp.
Petron Corp. First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 398,517 174,131 129% INCOME FROM 16,016 8,948 79% OPERATIONS NET INCOME 7,706 3,873 99% 10
Slide 13: SMC Infrastructure
SMC Infrastructure First Semester 2022 (IN MILLION PESOS) 1H2022 1H2021 CHANGE% NET SALES 13,425 8,485 58% INCOME FROM 6,018 2,319 160% OPERATIONS 11
Slide 14: SMC Financial Position
SMC Financial Position First Semester 2022 (In Bil Php) As of June 2022 As of December 2021 Total Assets 2,222 2,052 Cash 303 300 Interest-bearing debt 1,123 1,005 3.49x 3.39x 2.01x 2.25x 1.47x 1.36x 1.65x 1.23x 1.07x 0.90x Current Ratio Total Liabilities to Equity Interest-bearing Debt to EBITDA-to
Slide 15: Thank you!
Thank you! SMCInvestorRelations@sanmiguel.com.ph 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 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 p o w e r. c o m . p h
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