Del Monte Pacific Limited · SGX:D03
Del Monte Pacific — 1Q FY2026 Earnings Presentation
20 slides from Del Monte Pacific's earnings presentation, Sep 10, 2025
Slide 1: 1Q FY2026 Results
1Q FY2026 Results 10 September 2025 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 • 1Q FY2026 Results (1 May to 31 July 2025) • Market Updates • Sustainability • Strategic Priorities & Outlook This presentation should be read in conjunction with the press release and Management Discussion and Analysis (MD&A) posted on www.sgx.com, https://edge.pse.com.ph and www.delmonte
Slide 4: 1Q FY2026 Financial Highlights
1Q FY2026 FINANCIAL HIGHLIGHTS • DMPL sustained its growth trajectory in 1Q FY2026 • Sales of US$203.7m, up strongly by 13%, on higher sales in the Philippines and international markets • Net profit jumped to US$5.5m from US$0.4m driven by improved sales and margins As announced earlier, effective 1
Slide 5: Strategic Priorities and Outlook
STRATEGIC PRIORITIES AND OUTLOOK • DMPL remains focused on protecting and growing the Asian operations to drive long-term growth and profitability. DMPL’s subsidiary, Del Monte Philippines, Inc., continues to perform well with resilient consumer demand, supported by a strong and stable supply chain.
Slide 6: 1Q FY2026 Results
1Q FY2026 RESULTS 1Q 1Q In US$m Chg (%) Comments FY2026 FY2025 Higher sales in the Philippines and Turnover 203.7 180.4 +12.9 international markets Higher volume, better pricing, lower cannery cost from improved pineapple recovery and and lower plantation cost due to higher yield. Gross profit 66.1
Slide 7: 1Q FY2026 Philippines
1Q FY2026 PHILIPPINES DMPL sales: US$203.7m, +13% Philippine sales: US$88.4m, +10% in peso terms and +15% in USD terms • Continued growth in the Philippines driven by strong demand across beverages, packaged fruits and culinary essentials. • In beverages, we continued to strengthen leadership throug
Slide 8: Philippine Market Share
PHILIPPINE MARKET SHARE Leadership market shares with notable increase in Mixed Fruit, Beverage and Spaghetti Sauce 43.4% +2.7pts 83.3% +4.4pts 94.9% +0.9pt RTD Juices ex foil pouches (#1) Canned Mixed Fruit (#1) Packaged Pineapple (#1) Category: -2.7% Category: -7.4% Category: -0.2% 84.1% -0.9pt 42
Slide 9: Philippines - Fruits
PHILIPPINES - FRUITS Packaged Pineapple New Product Launch of the new “Superfruit” campaign via digital, Awareness and trial activations regional TV, and in-store merchandising, to support the test market launch highlighting health benefits of pineapple in dishes. of the new Del Monte Halo-Halo Mix.
Slide 10: Philippines - Beverage
PHILIPPINES - BEVERAGE Heart Smart: Advocating Back-to-School: Owning Back-to-School: Advocating for heart health breaktime with Fruity Zing youth sports with Fit ‘n Right Green Apple BreakTime TV ad featuring Big Brother winners Youth Sports, Healthy energy with GCE advocacy Palarong Pambansa (Nati
Slide 11: Philippines - Culinary
PHILIPPINES - CULINARY Sustained support for Tomato Sauce and Spaghetti Sauce to drive saliency and consumption in key meal occasions New Tomato Sauce Lyco-nutrients July Nutrition Month Launch of campaign to drive relevance for Del Monte Phils. and Philippine Re-air of successful Del Monte everyday
Slide 12: Philippines - Mr. Milk
PHILIPPINES – MR. MILK Online On ground • Back-to-school supermarket sampling Rainbow Campaign Launch • In-store rainbow merchandising • Digital TV ad aired across top platforms • Store events/activations • Key Opinion Leader partnership with celebrity moms • E-comm back-to-school promotion 12
Slide 13: 1Q FY2026 International
1Q FY2026 INTERNATIONAL • Sales in the international markets grew by 6% to US$97.2m. • Driven by higher fresh pineapple sales in China and Japan, supported by an improved product mix and better pricing. • Premium S&W Deluxe Pineapple continues to grow and now accounts for a higher share of the Compa
Slide 14: International - Fresh Market Share
INTERNATIONAL – FRESH MARKET SHARE Sustained market leadership in North Asia China leadership expanded to 72% Source: CY2021 – 2023 Imports Data from Asiafruit Congress Statistical Handbook CY2024 and YTD June CY2025 from Customs Data of Importing Country 14
Slide 15: S&W Fresh
S&W FRESH S&W was awarded Supplier of the Year by Goodme, China’s biggest fruit tea chain with more than 10,000 stores across the country. The award was received on our behalf by Eachtake, our distributor of S&W fresh pineapples in the market. 15
Slide 16: S&W Fresh
S&W FRESH The Philippine Consulate celebrated Philippines’ 127th Independence Day last June 26 in Shanghai, China. S&W was invited to showcase its pride from the Philippines – the S&W Deluxe Fresh Pineapple, which became the most popular item in the event with its well-loved sweetness. 16
Slide 17: S&W Fresh
S&W FRESH S&W Deluxe Fresh Pineapple was featured and promoted in the recently- held Fresh Market Festival by The Marketplace in Shangrila Mall, Mandaluyong, Philippines. Chef Urim Miguel of Del Monte Culinary Solutions Kitchen performed a cooking demo highlighting S&W Deluxe Fresh Pineapple as an i
Slide 18: S&W Fresh
S&W FRESH S&W, with its partner distributor Goodfarmer, held a “Barbeque Night” to promote S&W Deluxe Fresh Pineapple in barbeque restaurants. The event aims to highlight the versatility of the fruit as a grilled dish itself, as a perfect compliment to grilled meat and other savoury dishes or as a d
Slide 19: Sustainability
SUSTAINABILITY Sustainability Report ESG Metrics Environment Recognition Del Monte Pacific Ltd. • The plantation and “100 Trees for 100 DMPI received one of published its FY2025 beverage plant Years” DMPI the top 5 awards of the Sustainability Report facilities’ solar power Centennial Tree Employers
Slide 20: Strategic Priorities and Outlook
STRATEGIC PRIORITIES AND OUTLOOK • As announced earlier, effective 1 May 2025, the Company’s U.S. business had been deconsolidated from DMPL, as per IFRS 10. • DMPL remains focused on protecting and growing the Asian operations to drive long-term growth and profitability. DMPL’s subsidiary, Del Mont