Del Monte Pacific Limited · SGX:D03
Del Monte Pacific — Q3 FY2026 Earnings Presentation
28 slides from Del Monte Pacific's earnings presentation, Mar 11, 2026
Slide 1: 3Q FY2026 Presentation
3Q FY2026 Presentation 11 March 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 • 3Q FY2026 Results (1 November 2025 to 31 January 2026) • 9M FY2026 Results (1 May 2025 to 31 January 2026) • Market Updates • Sustainability • Strategic Priorities & Outlook This presentation should be read in conjunction with the Management Discussion and Analysis (MD&A) posted on www.sg
Slide 4: 3Q FY2026 Financial Highlights
3Q FY2026 FINANCIAL HIGHLIGHTS • DMPL sustained its growth trajectory in 3Q FY2026 • Sales of US$243.8m, up 20%, on higher sales in the international markets and the Philippines • Net profit jumped to US$10.0m from US$2.5m driven by improved sales and margins • After recognising write-downs of inves
Slide 5: 3Q FY2026 Results
3Q FY2026 RESULTS 3Q 3Q In US$m Chg (%) Comments FY2026 FY2025 Higher sales in international markets and the Turnover 243.8 203.4 +19.8 Philippines Higher volume, better pricing, improved mix Gross profit 79.8 58.3 +36.9 and lower costs (improved pineapple recovery and lower commodity costs) Gross m
Slide 6: 9M FY2026 Results
9M FY2026 RESULTS 9M 9M In US$m Chg (%) Comments FY2026 FY2025 Higher sales in international markets and the Turnover 682.4 597.5 +14.2 Philippines Higher volume, better pricing, improved mix Gross profit 226.3 167.0 +35.5 and lower costs (improved pineapple recovery and lower commodity costs) Gross
Slide 7: 3Q and 9M FY2026 Philippines
3Q AND 9M FY2026 PHILIPPINES 3Q FY2026 DMPL sales: US$243.8m, +20% Philippine sales: US$112.3m, +6% in peso terms and +5% in US$ terms • Continued growth in the Philippines on higher volume and improved pricing • Higher sales of beverage, culinary, dairy and snacks • Del Monte sustained market leade
Slide 8: Philippine Market Share – 9M FY2026
PHILIPPINE MARKET SHARE – 9M FY2026 Leadership market shares with notable increases in Mixed Fruit, Spaghetti Sauce and Packaged Pineapple 42.0% -0.1pt 78.3% +1.7pts 94.8% +1.1pts RTD Juices ex foil pouches (#1) Canned Mixed Fruit (#1) Packaged Pineapple (#1) Category: -1.7% Category: +9.4% Category
Slide 9: Philippine Market Share – 3Q FY2026
PHILIPPINE MARKET SHARE – 3Q FY2026 Leadership market shares with increases in Packaged Pineapple, Mixed Fruit and Spaghetti Sauce 41.5% -2.7pts 76.3% +0.6pt 94.5% +1.1pts RTD Juices ex foil pouches (#1) Canned Mixed Fruit (#1) Packaged Pineapple (#1) Category: +0.8% Category: +19.7% Category: +13.5
Slide 10: Philippines – Centennial
PHILIPPINES – CENTENNIAL NOURISHING A NATION OF GOODNESS Spotlighted our century-long purpose: nourishing generations through our products, our people, responsible stewardship of the land, and stronger communities. Kaayo Film 60s 202M Views 84M Positive Engagements Anthemic film as our campaign cent
Slide 11: Philippines - Centennial
PHILIPPINES - CENTENNIAL Nourishing Goodness Storytelling Partnerships Del Monte’s purpose brought to life through story-first approach from the perspective of credible voices positioned as witnesses to the living core of goodness in Bukidnon, Del Monte’s heartland 8.5M Organic Views 105M User Gener
Slide 12: Philippines - Centennial Partnerships
PHILIPPINES - CENTENNIAL Nourishing More Goodness Partnerships Strategic alliances with purpose-driven brands to nourish goodness, inspire healthier living, deepen connections, and create a better future for today’s generation Uniqlo x Del Monte “Wear the Auro Chocolate x Del Monte Jamba Juice x Del
Slide 13: Philippines - Fruits
PHILIPPINES - FRUITS Packaged Pineapple Mixed Fruits Launched the “Tidbits Twinpack Promo” Additional displays for Fiesta Fruit Cocktail and to encourage increased usage of Today’s Mixed Fruits to leverage on peak Packaged Pineapple during the holidays Christmas season Total Fruits Partnered with De
Slide 14: Philippines - Beverage
PHILIPPINES - BEVERAGE Refresh-Zing Break Time with A new way to “cheers” to the holidays: Del Monte Fruity Zing Del Monte Juice Drinks • Encouraging wholesome, better-for-you holiday celebrations that are still • Advocating refresh-zing breaks among Gen Z vibrant and colourful! with the duo fruit f
Slide 15: Philippines - Culinary
PHILIPPINES - CULINARY Del Monte Disney Campaign in Full Blast • Delivered +12% growth on participating Del Monte Disney-themed promo packs during the holiday season– exceeding media benchmarks and garnering high promo participation rate Out-of-Home Billboards Kitchenomics & Influencers TV & Digital
Slide 16: Philippines – Dairy & Snacks
PHILIPPINES – DAIRY & SNACKS Del Monte Mr. Milk Rainbow campaign in full swing ‘RAINBOW’ digital advertising ‘RAINBOW’ integrated store merchandising School distribution drive MR MILK x DISNEY lunch bag 16
Slide 17: Philippines – Dairy & Snacks
PHILIPPINES – DAIRY & SNACKS Del Monte Potato Crisp Launch of New Flavours 17
Slide 18: 3Q and 9M FY2026 International
3Q AND 9M FY2026 INTERNATIONAL 3Q FY2026 • Sales in the international markets grew by 34% to US$110.8m. • Higher volume of fresh pineapple, packaged products and NFC juice. ✓ Packaged pineapple and juices spearheaded the growth with a 47% increase. ✓ Fresh also maintained its strong momentum, growin
Slide 19: International – Fresh Market Share
INTERNATIONAL – FRESH MARKET SHARE Sustained market leadership in North Asia China leadership expanded 1 ppt to 73% 80% China 73% 70% 60% North Asia 52% 50% 40% Korea 38% 30% 20% Japan 25% 10% 0% CY'21 CY'22 CY'23 CY'24 CY'25 Japan China Korea North Asia Source: CY2021 – 2023 Imports Data from Asiaf
Slide 20: S&W Fresh - China
S&W FRESH - CHINA The China Consumer Innovation Conference 2025 and the Fourth International Quality Festival held its grand opening in Beijing, China last 21 January 2026 with the theme “Innovation Leads to a New Era of Consumption”. In this event, our star product S&W Deluxe Fresh Pineapple won th
Slide 21: S&W Fresh - China
S&W FRESH - CHINA S&W Deluxe Fresh Pineapple received the Superior Taste Award seal of approval for the second time from the International Taste Institute’s jury of world’s best Chefs and Sommeliers. Achieving 3 STARS – the highest rating – given only to exceptional products with a score of above 90
Slide 22: S&W Fresh - Japan
S&W FRESH - JAPAN S&W Fresh Japan launched special Christmas promotion of S&W x Trial Supermarket fresh pineapple in over 368 stores in December. Our market presence continues to grow with additional stores and new products, namely: • S&W Fresh Pineapple entered Seiyu stores (243 stores) starting Ja
Slide 23: S&W Processed - Japan
S&W PROCESSED - JAPAN S&W Beans is now in Taco Bell! The new menu, which launched in December 2025, featured a new ingredient – Black Beans – from S&W. Taco Bell stores are located in metropolitan areas of Tokyo and Osaka. The new menu was endorsed by a famous singer (AiNA THE END) in Japan, current
Slide 24: S&W Processed – Hong Kong
S&W PROCESSED – HONG KONG S&W Pineapple Slices and S&W Fiesta Fruit Cocktail were featured in various promotional items of McDonalds in Hong Kong for Chinese New Year. A special collab drink McDonalds x Hello Kitty Strawberry Yogurt Flavoured Soda added with Fruit Cocktail, and new menu items called
Slide 25: S&W Processed - Indonesia
S&W PROCESSED - INDONESIA S&W, through its partner distributor PT Sukanda Djaya (of PT Diamond Cold Storage Group), launched special promotions in Indonesia for its key SKUs– the S&W Apple Cider Vinegar and S&W Beans. 25 retail bins were installed in several modern trade stores including Frestive, D
Slide 26: Del Monte Pakistan
DEL MONTE PAKISTAN Through its partner distributor Lifonic Brand Private Limited, Del Monte participated in Karachi Food Festival held on 9-11 January 2026. The festival featured a vast array of culinary delights, local food stalls and home-based businesses. The Del Monte stall, which transcended th
Slide 27: Sustainability
SUSTAINABILITY Waste Management EPR Law Del Monte Foundation Centennial Book • DMPI recently visited • DMPI complied with • The Del Monte DMPI launched its Ecoloop (Republic the EPR Law by co- Foundation donated centennial book Cement), one of the processing / recycling books and toys to 100 “Nurtur
Slide 28: Strategic Priorities and Outlook
STRATEGIC PRIORITIES AND OUTLOOK • DMPL remains focused on protecting and growing the Asian operations to drive long-term growth and profitability. DMPL’s subsidiary, Del Monte Philippines, Inc., continues to perform well with resilient consumer demand, supported by a strong and stable supply chain.