Sasini Plc · NSEKE:SASN
Sasini — Shareholder Meeting (March 2026)
22 slides from Sasini's shareholder meeting presentation, Mar 5, 2026
Slide 1: Deeply Rooted in Sustainable Agribusiness
DEEPLY ROOTED IN SUSTAINABLE AGRIBUSINESS S A S I N I P L C 7 4 TH A N N U A L G E N E R A L M E E T I N G www.sasini.co.ke
Slide 2: Our Background
Our Background Sasini PLC is Kenya’s leading Agribusiness. The company is listed at the Nairobi Securities Exchange. The financial year runs from October to September. Number of years of continuous operation in Kenya. 2 SASINI PLC ANNUAL GENERAL MEETING 2026
Slide 3: What We Do
What We Do NORTH AMERICA EUROPE Our markets are both local and global across Africa, Asia, Europe, and North America. ASIA KENYA Principal Activities Growing, processing, Growing, processing, Growing, processing, Growing, processing, Value addition and sale of marketing, and selling of packing and e
Slide 4: Who We Are
Who We Are OUR MISSION To focus on innovative and efficient business practices, quality products & commitment to all our stakeholders. OUR VISION Approximately 1952 2,258 To be the leading sustainable agribusiness Year Founded employees in Africa. OUR VALUES We strive to conduct our business with int
Slide 5: Our Strategic Pillars
Our Strategic Pillars DIVERSIFICATION INNOVATION Actively pursue Use innovation & diversification to expand technology to drive our revenue & profit base. efficiency & contain costs. MERGERS & GEOGRAPHIC ACQUISITIONS EXPANSION Be deliberate in using M+A Support organic growth activity & opportunities t
Slide 6: Our Continued SDG Focus
Our Continued SDG Focus Help employees, their families and our local communities reduce poverty and access better, more accessible health systems. Protect, restore, and Ensure access to Promote sustainable, promote sustainable modern, sustainable inclusive economic use of our environment energy for
Slide 7: The Year at a Glance
THE YEAR AT A GLANCE SASINI PLC ANNUAL GENERAL MEETING 2026 7
Slide 8: Executive Summary
Executive Summary In the fiscal year ended 30th September 2025, Sasini PLC delivered a significant financial turnaround, returning to profitability after reporting a substantial loss in the prior year. This performance reflects strategic focus on core agricultural trading operations, commodity price bene
Slide 9: High-Level Financial Performance Summary
High-Level Financial Performance Summary Metric (KShs ’000) 2025 2024 Variance (%) Turnover 8,440,492 6,893,826 +22.4% Operating Profit / (Loss) 35,538 (374,909) +109.5% Profit After Tax 188,008 (562,869) +133.4% Dividend per share (KShs) NIL NIL Key Highlights Revenue increased to Profit after tax of
Slide 10: Five-Year Financial Trend Analysis
Five-Year Financial Trend Analysis Metric FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 Revenue (KES B) 5.39 7.35 5.72 6.89 8.44 Revenue Growth 30.2% 36.3% (22.2%) 20.4% 22.5% Operating Profit (KES M) 438.0 1,094 622.6 (374.9) 35.5 PAT (KES M) 573.2 1,168 542.5 (562.9) 188.0 Ratios Dividend Per Share (KES)
Slide 11: Trends & Observations
Trends & Observations Exceptional revenue increase Dip in revenue due to and elevated profitability cyclical commodity in 2022. pricing pressures in 2023. Performance restored top-line Significant operating and growth in 2025, indicating net loss in 2024 due to strong operational resilience various fa
Slide 12: Segment Performance
SEGMENT PERFORMANCE 12 SASINI PLC ANNUAL GENERAL MEETING 2026
Slide 13: Coffee Segment and Tea Segment
Coffee Segment · Primary driver of the turnaround, delivering record profits despite lower estate output. · Exceptional price realization from our private treaties. Strategic Execution: Focus on consistent quality and "niche" marketing. Trading unit achieved its highest-ever profit, capitalizing on a
Slide 14: Macadamia and Avocado Segment
Macadamia and Avocado Segment · Recovery yield of 15.66%, processing 1,334,302 Kgs of Nuts in Shell (NIS). · Limited shipments limited to 10 containers (down from 15) drivn by localized NIS shortage and the collapse of the U.S consumer market. · Price realization improved to $11.33/Kg (KShs 1,465/Kg
Slide 15: Financial Health & Performance Ratios (2021–2025)
SASINI PLC AND SUBSIDIARIES FINANCIAL HEALTH & PERFORMANCE RATIOS (2021–2025) RATIO 2021 2022 2023 2024 2025 Trend Analysis Return on Equity (ROE) 4.4% 8.6% 4.0% (3.2%) 0.9% Rebound from 2024 lows. Current Ratio (Liquidity) 1.8x 1.9x 2.1x 1.8x 3.5x Highest liquidity in 5 years. Debt-to-Equity (Geari
Slide 16: Financial Position & Liquidity; Global and Local Economic Impact
· Cash and equivalents remained stable, supporting working capital requirements. · Dividend Policy reflects a prudent stance on liquidity preservation and capital allocation amid ongoing volatility. · Balance sheet strength is underpinned by ongoing asset optimisation and Financial Position & Liquidi
Slide 17: Our Awards
O U R 20 25 · Financial Reporting (FiRe) Awards 2025: 1st runners up in the Manufacturing Category. · WeConnect International 2025 Awards : Awarded Regional Impact Award-Africa. · 2025/2026 East African Community (EAC) Regional Quality Awards : Exporter of the Year, Agro-processing - Large Enterpris
Slide 18: Capital Allocation, ESG, and Future Outlook
CAPITAL ALLOCATION ESG, and Future Outlook SASINI PLC ANNUAL GENERAL MEETING 2026 17
Slide 19: A Massive Value Realization; ESG and Sustainability Commitments
Strategic Divestment: A Massive Value Realization The most significant capital allocation event of the year was the strategic decision to sell the Gulmarg Division of Mweiga Estates. The agreed selling price of KShs 7,900 million represents a 109% premium over its carrying value of KShs 3,776.9 milli
Slide 20: Future Outlook and Operational Transparency
Future Outlook and Operational Transparency Sasini closed the year with a stable liquidity position of KShs 665.05 million. Looking ahead, the full implementation of the Sage X3 ERP system will be a game-changer, driving operational transparency, efficient financial reporting, and data-driven decisi
Slide 21: Conclusion
Conclusion FY 2025 marks a meaningful recovery year for Sasini PLC, restoring profitability and setting a foundation for sustainable future performance. The company’s ability to capitalise on favourable commodity pricing while navigating global supply challenges demonstrates disciplined execution. S
Slide 22: Contact details
P.O. BOX 30151-00100, Nairobi Rivaan Centre, Brookside Grove, Muguga Green, Westlands Tel: +254 (20) 334 2166/71/72 Cell: 0722 200 706, 0734 200 706 Email: info@sasini.co.ke | www.sasini.co.ke