Fraser & Neave Ltd. · SGX:F99
Fraser & Neave — 1H FY2025 Earnings Presentation
54 slides from Fraser & Neave's earnings presentation, 2025
Slide 1: Financial Results Briefing First Half FY2025
FINANCIAL RESULTS BRIEFING First Half FY2025
Slide 2: Welcome: CEO Presentation
FRASER & NEAVE HOLDINGS BHD. WELCOME ANALYST & MEDIA BRIEFING 1H FY2025 CEO PRESENTATION LIM YEW HOE
Slide 3: Important Information
FRASER & NEAVE HOLDINGS BHD. IMPORTANT INFORMATION Certain statements in this Presentation constitute “forward-looking statements”, including forward-looking financial information. Such forward looking statements and financial information involve known and unknown risks, uncertainties and other fact
Slide 4: Group Financial Highlights
FRASER & NEAVE HOLDINGS BHD. REVENUE OPERATING PROFIT PROFIT PROFIT BEFORE TAX AFTER TAX RM RM RM RM 2,723.9 MILLION 434.8 MILLION 430.1 MILLION 310.4 MILLION 1.4% 4.3% 4.9% 7.6% EARNINGS PER NET ASSET PER EFFECTIVE TAX RATE GEARING RATIO SHARE (BASIC) SHARE RM 27.8% 84.5 sen 10.30 20.1% 1H FY2025 -
Slide 5: Key Drivers
FRASER & NEAVE HOLDINGS BHD. KEY DRIVERS Diversified Brand Portfolio, Lower Supply Chain Exports Businesses, Input Costs Savings Geographical Presence Global Weak AgriValley uncertainties sentiments start-up losses
Slide 6: 1H FY2025 Financial Highlights: F&NHB Group
FRASER & NEAVE HOLDINGS BHD. 1H FY2025 FINANCIAL HIGHLIGHTS F&NHB GROUP GROUP GROUP REVENUE OPERATING PROFIT RM Million RM Million Growth % 4.3 (1.4) 1.4 Growth % 16.1 (7.6) 4.3 2,723.9 434.8 2,685.3 REVENUE OPERATING PROFIT RM RM 416.8 2.72 BILLION 434.8 MILLION 1,389.7 1,352.4 1,332.9 1,334.1 243.
Slide 7: Profit after tax (PAT)
FRASER & NEAVE HOLDINGS BHD. Profit after tax (PAT) RM Million Growth % -7.6% 17 16 2 9 6 2 19 25 336 310 PAT FY2024 Business-as-usual Integrated dairy Net forex gain One-off non- HIgher net interest Higher tax on higher Tax impact from full Withholding tax on PAT FY2025 PBIT farm start-up-costs ope
Slide 8: F&B Malaysia Operational Highlights
FRASER & NEAVE HOLDINGS BHD. OPERATIONAL F&B MALAYSIA HIGHLIGHTS: F&B MALAYSIA F&B MALAYSIA REVENUE OPERATING PROFIT RM Million RM Million Growth % 0.9 (0.8) 0.0 Growth % 21.8 (21.1) (0.8) 174.7 176.1 1,550.3 1,551.0 101.4 92.9 762.6 769.3 787.7 781.6 83.3 73.3 Q1 Q2 1H Q1 Q2 1H FY2024 FY2025 FY2024
Slide 9: F&B Indochina Operational Highlights
FRASER & NEAVE HOLDINGS BHD. OPERATIONAL F&B INDOCHINA HIGHLIGHTS: F&B INDOCHINA F&B INDOCHINA REVENUE OPERATING PROFIT RM Million RM Million Growth % 9.2 3.7 6.5 Growth % 12.1 (1.3) 5.4 THB THB Growth % MYR 8.9 (2.2) 3.4 Growth % MYR 5.9 2.9 4.5 253.6 1,171.2 242.7 1,132.9 619.6 133.3 569.1 563.8 1
Slide 10: F&B Malaysia Marketing Highlights
FRASER & NEAVE HOLDINGS BHD. MARKETING HIGHLIGHTS F&B MALAYSIA
Slide 11: 100PLUS continues to support local athletes and sporting events
FRASER & NEAVE HOLDINGS BHD. 100PLUS continues to support local athletes and sporting events
Slide 12: Exciting F&N Magnolia Contest for Lucky Winners
FRASER & NEAVE HOLDINGS BHD. Exciting F&N Magnolia Contest for 100 Lucky Winners Zhi Ling (NSM Certified Nutritionist) IG: 183k Followers ER%: 4.7% Nana Hamzan Auntie Purple Arwind Kumar Joey Khor (Dietition) Jorise Lee IG: 849k TT: 1.1mil IG: 436k TT: 267.4k IG: 274k ER%: 3.18% ER%: 3.37% ER%: 10.1
Slide 13: est COLA's Fresh Makeover
FRASER & NEAVE HOLDINGS BHD. est COLA's Fresh Makeover Embrace the Local Flavour with Brown Sugar!
Slide 14: FRASER & NEAVE HOLDINGS BHD.
FRASER & NEAVE HOLDINGS BHD.
Slide 15: Celebrate Prosperity with 100PLUS
FRASER & NEAVE HOLDINGS BHD. Celebrate Prosperity with 100PLUS Cheers to a Prosperous Chinese New Year wang yun quan kai Give Your 100, Open Up to a CNY with Prosperous Vibes Integrating both the Brand Role (Hydration) & extension of 给力100 concept from 2024. CNY 2025 captures the spirit of celebrati
Slide 16: Carnation brings a modern twist to CNY cooking
FRASER & NEAVE HOLDINGS BHD. Carnation brings a modern twist to CNY cooking…
Slide 17: Di Hari Raya Kenangan are best made when shared
FRASER & NEAVE HOLDINGS BHD. Di Hari Raya “Kenangan” are best made when shared
Slide 18: Through Gen Z & Millennials
FRASER & NEAVE HOLDINGS BHD. Through Gen Z & Millennials Adam Alif Satar Iman Alysha Abang Syah @Adam_Shaufy @alifsatar @imanopiee @m_sy4h A Universiti Malaya Advocate of A family-centric lifestyle FoodRider KOL student + avid dancer Geng Subuh Malam Jumaat content creator with a 100PLUS Thematic yo
Slide 19: Celebrate Sahur with SEASONS
FRASER & NEAVE HOLDINGS BHD. Celebrate Sahur with SEASONS… Special Moments and New Ramadan Delights
Slide 20: Best-Selling Flavours in New 380ml Bottles
FRASER & NEAVE HOLDINGS BHD. Best-Selling Flavours in New 380ml Bottles Exclusively at 7-Eleven
Slide 21: Awards and Recognition
FRASER & NEAVE HOLDINGS BHD. Putra Brand Awards 2024 Putra Aria Brand Awards 2024 100PLUS wins GOLD in the Non-Alcoholic F&N Carbonated Soft Drinks wins GOLD in Beverage (NAB) category NAB category Awards and Recognition 2024 Graduates' Choice Award (GCA) HR Excellence Awards 2024 1st Runner-Up in o
Slide 22: F&B Thailand Marketing Highlights
FRASER & NEAVE HOLDINGS BHD. MARKETING HIGHLIGHTS F&B THAILAND
Slide 23: TEAPOT appeals to Operators
FRASER & NEAVE HOLDINGS BHD. TEAPOT appeals to Operators Driving Success with Dedicated Campaign Support! Ramadan
Slide 24: Carnation boosts demand
FRASER & NEAVE HOLDINGS BHD. Carnation boosts demand… Empowering Consumers and Operators with Strategic Campaigns. (KOLs)
Slide 25: New Nutriwell range entices consumers
FRASER & NEAVE HOLDINGS BHD. New Nutriwell range entices consumers…
Slide 26: Proposed Interim Dividend
FRASER & NEAVE HOLDINGS BHD. PROPOSED INTERIM DIVIDEND 30 SEN PER SHARE As at Audited 31 MAR 2025 30 SEP 2024 Change TOTAL EQUITY 3,777.6 3,576.0 5.6% INTERIM DIVIDEND (RM’mil) PER SHARE TOTAL DEBT 757.6 761.0 0.4% (RM’mil) 30.0 CASH & CASH EQUIVALENTS 976.1 1,134.9 14.0% (RM’mil) PER SHARE DIVIDEN
Slide 27: Investing for the Future
INVESTING FOR THE FUTURE
Slide 28: Penang beverages plant
FRASER & NEAVE HOLDINGS BHD. Penang beverages plant Carbonated soft drinks and drinking water catered to the northern Peninsular Malaysia markets… to better serve the local markets, and reduce the carbon footprint compared to servicing from the Shah Alam main plant scheduled to be commissioned by Au
Slide 29: Dairy Manufacturing Plant in Cambodia
FRASER & NEAVE HOLDINGS BHD. Dairy Manufacturing Plant in Cambodia On on track for commercial start in early 2026
Slide 30: F&N AgriValley
F&N AgriValley CEO office F&N Agrivalley
Slide 31: When It All Began… June 2023
FRASER & NEAVE HOLDINGS BHD. When It All Began… June 2023
Slide 32: A Vision For Malaysia's Dairy Industry
FRASER & NEAVE HOLDINGS BHD. A Vision For Malaysia’s Dairy Industry
Slide 33: Integrated Dairy Farm To Be Developed In Phases
FRASER & NEAVE HOLDINGS BHD. Integrated Dairy Farm To Be Developed In Phases. Our Contribution To Food Security Comes In 3 Forms… Phase 1 CAPEX RM2 bil Total RM3+ bil Phase 1: 100 million litres and ultimately reaching 200 million litres of fresh milk yearly with 20,000 milking cows Each female / mi
Slide 34: 2,000 Acres Of Old, Neglected and Non-productive Trees
FRASER & NEAVE HOLDINGS BHD. … It was 2,000 Acres Of Old, Neglected and Non-productive Trees…
Slide 35: We Are Changing The Landscape…
FRASER & NEAVE HOLDINGS BHD. We Are Changing The Landscape… 35
Slide 36: After 30 Months Of Planning… F&N AgriValley
FRASER & NEAVE HOLDINGS BHD. After 30 Months Of Planning…. F&N AgriValley
Slide 37: Now, ready to host our new Negeri Sembilan family
FRASER & NEAVE HOLDINGS BHD. 2 x 80 Bail Milking Dairy Packaging Feed Storage and TMR Now, ready to host our new Parlour Factory System Ready Negeri Sembilan family Delivery Barn Cow Barn Bio-digester & Manure Treatment 50 Bail Milking 1-10 & Biogas Generator Parlour
Slide 38: Trial Batch
FRASER & NEAVE HOLDINGS BHD. Trial • 165 Holstein heifers • More than 70 healthy calves to date Batch • Daily milk output from the cows averages at 20L/d/cow
Slide 39: All Machinery Well Tested For The Bigger Batch
FRASER & NEAVE HOLDINGS BHD. All Machinery Well Tested For The Bigger Batch…
Slide 40: Video
FRASER & NEAVE HOLDINGS BHD. video
Slide 41: Breaking the Myth: Holstein Pure Breeds Thrive in Malaysia's Climate
FRASER & NEAVE HOLDINGS BHD. More than 15L/day Breaking the Myth: Holstein Pure Breeds Thrive in Malaysia's ? Climate, Producing Over 20L/Day…
Slide 42: Creating a Home Away from Home
FRASER & NEAVE HOLDINGS BHD. Creating a Home Away from Home Advanced Climate Control for Holsteins with State-of-the-Art Facilities
Slide 43: They're Settling Well Now…
FRASER & NEAVE HOLDINGS BHD. They’re Settling Well Now… The Humidity and Temperature in Gemas Dairy 34.00 100.00 94.86 32.86 32.00 90.00 30.00 81.51 80.45 81.11 80.00 78.31 77.99 28.00 70.53 70.00 26.00 • Following close monitoring, we 60.00 can see that Gemas has stable 24.00 temperature and humidi
Slide 44: Our Barn With Spraying Cooling System
FRASER & NEAVE HOLDINGS BHD. Our Barn With Spraying Cooling System Promise A Very Comfortable Stay… • We use THI changes to describe heat stress in cows, but whether a cow is stressed depends on its body temperature • Spraying water and blowing fans, which lower a cow’s body temperature through evap
Slide 45: Holsteins Flourish in Malaysia
FRASER & NEAVE HOLDINGS BHD. Holsteins Flourish in Malaysia Advanced Barn Facilities Ensure Comfort in Hot and Humid Climate 45
Slide 46: What lies ahead…
FRASER & NEAVE HOLDINGS BHD. What lies ahead…
Slide 47: Developments continue…
FRASER & NEAVE HOLDINGS BHD. Developments continue…
Slide 48: Crop plan progression from cut & fill to corn production
FRASER & NEAVE HOLDINGS BHD. Crop plan progression from cut & fill to corn production… Primary Lime Fertilizer Secondary Strip Corp Irrigation Cultivation Application Application Cultivation Tilling Planting
Slide 49: Gemas Dairy Farm Set to Begin Commercial Run
FRASER & NEAVE HOLDINGS BHD. On Track to Success: Gemas Dairy Farm Set to Begin Commercial Run… Commercial batch will start calving from June Spread over 4 months (target 30 births per day). Fresh milk from trial batch already started to be phased into Magnolia and packed in Pulau Indah. Gemas facto
Slide 50: Unified Support
FRASER & NEAVE HOLDINGS BHD. Unified Support Authorities Back Gemas Dairy Farm Project to Ensure Success! NEGERI SEMBILAN NS INVEST TAMPIN DISTRICT, DEPARTMENT OF CHILEAN MINISTRY OF FINANCE, MALAYSIAN INVESTMENT STATE GOVERNMENT GEMAS VERTERINAR SERVICES, EMBASSY MALAYSIA DEVELOPMENT AUTHORITY MALA
Slide 51: Building a Healthier Future
FRASER & NEAVE HOLDINGS BHD. Building a Healthier Future Successfully Supporting Over 85,000 Students in Southern Peninsular Malaysia with our School Milk Programme # School 1,436 # Student F&NHB partners MOE for School Milk Programme 85,414
Slide 52: Outlook
OUTLOOK combine (1).psd
Slide 53: Outlook
FRASER & NEAVE HOLDINGS BHD. Evolving Outlook regulatory landscape • The Group will proactively monitor and manage risks while maintaining financial discipline. Uncertain • The Group will continue to capture value from existing global businesses while building future growth pillars. economic outlook
Slide 54: Thank You
Thank You Visit us at www.fn.com.my
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