Saigon Beer Alcohol Beverage Corp. · HOSE:SAB

Saigon Beer Alcohol Beverage — H1 2026 Earnings Presentation

11 slides from Saigon Beer Alcohol Beverage's earnings presentation, August 2026

  1. Slide 1: IR Presentation Q2&1H2026 Results

    IR PRESENTATION Q2&1H2026 RESULTS August 2026

  2. Slide 2: Disclaimer: Forward-Looking Statements

    DISCLAIMER F O R WA R D - L O O K I N G S TAT E M E N T S  The following presentation may contain forward-looking statements by the Management of Saigon Beer- Alcohol-Beverage Corporation (“SABECO"), relating to financials or other trends for future periods compared to the results of previous perio

  3. Slide 3: Key Highlights

    Ss. KEY HIGHLIGHTS SABECO

  4. Slide 4: 2Q26 & 1H26 Performance

    2Q26 & 1H26 Performance Net Sales Profit After Tax 6% 1% 21% (*) 1% 2Q25 2Q26 1H25 1H26 2Q25 2Q26 1H25 1H26 (*) Excluding the initial recognition of loss from remeasurement of the investment in Binh Tay Beer Group , PAT would be 17% higher than LY.

  5. Slide 5: 2Q26 & 1H26 Financial Ratios

    2Q26 & 1H26 Financial Ratios EBIT Margin EBITDA Margin -1% +2.2% -0.7% +2.6% 25.7% 24.7% 25.6% 23.2% 23.4% 23.1% 22.4% 20.6% 2Q25 2Q26 1H25 1H26 2Q25 2Q26 1H25 1H26

  6. Slide 6: Financials

    Ss. FINANCIALS SABECO

  7. Slide 7: Income Statement Q2 2026

    INCOME STATEMENT Q2 2026 Net Sales Profit After Tax Commentary +1%  Net sales was higher than LY thanks to the price increase impact taken in July 2025, April and May 2026 Commentary  Profit after tax was lower year-on- year, mainly due to higher SG&A 2Q26 expenses, increased selling expenses, 2Q2

  8. Slide 8: Income Statement YTD June 2026

    INCOME STATEMENT YTD JUNE 2026 Net Sales Profit After Tax (*) Commentary +6%  Net sales was higher than LY thanks to the increase in volume, coupled with the price increase taken in July 2025, Commentary April and May 2026. +21%  Profit after tax was higher than LY mainly driven by improved gross

  9. Slide 9: Balance Sheet as of June 30, 2026

    BALANCE SHEET AS OF JUNE 30, 2026 Current Assets Liabilities Commentary +7% Commentary +6.2%  Current assets was increased mainly due  Liabilities increased due to higher to higher short-term investment. dividend payable and accrued trade promotion expenses. 1/1/2026 30/06/2026 1/1/2026 30/06/2026

  10. Slide 10: Cash Flow YTD June 2026

    CASH FLOW YTD JUNE 2026 Unit: Billion VND YTD 2026 YTD 2025 Variance (%) Cash and cash equivalents at the beginning 4,017 4,478 -10% Cash flows from Operating activities 1,476 2,183 -32% Investing activities 854 2,816 -70% Financing activities (2,703) (2,974) 9% Cash and cash equivalents at the end

  11. Slide 11: Thank you

    Thank you

Saigon Beer-Alcohol-Beverage Corporation (SABECO) — H1 2026 Earnings Presentation on 6ix