Dfi Retail Group Holdings Limited · SGX:D01
Dfi Retail — Investor Day (June 2026)
10 slides from Dfi Retail's investor day presentation, Jun 16, 2026
Slide 1: Jardine Matheson Investor Day
Jardine Matheson Investor Day DFI Retail Group 16 June 2026
Slide 2: Asia's leading omnichannel retail platform across 12 markets
Asia’s leading omnichannel retail platform across 12 markets Laos Chinese mainland* Taiwan Health & Beauty #1 player in Hong Kong #2 player in Malaysia and Singapore Macau Hong Kong Convenience Thailand #1 player in Hong Kong, Singapore and Macau #1 international player in South China Food #1 player
Slide 3: Multi-format business portfolio
Multi-format business portfolio 7,580 Outlets1 30% 27% 12 Asian markets Health & Beauty Convenience 5 Formats US$8.9B (US$12.0B incl. Maxim’s) Total 2025 revenue2 22M Weekly transactions2 35% 8% 6M yuu members in HK Food Home Furnishings Note: 1. Include associates and joint ventures. 2. Including 1
Slide 4: What we have achieved in the past two years
What we have achieved in the past two years ✓ Divested Yonghui Superstores for ~US$620 million Simplified ❶ portfolio ✓ Divested Robinsons Retail for ~US$280 million ✓ Divested Singapore Food for ~US$95 million ✓ Clear strategic growth and margin expansion priorities ❷ Reset strategy ✓ Strategic res
Slide 5: Where we want to be
Where we want to be Drive organic revenue growth by increasing store sales density across segments and strategically ❶ expanding our network in Health & Beauty and Convenience ❷ Disciplined capital investment in higher-growth and return businesses where we have the right to win c ❸ Build an accretiv
Slide 6: Retail leadership guided by a clear strategic framework
Retail leadership guided by a clear strategic framework Purpose Sustainably serve Asia for generations with everyday moments Strategic pillars Customer First, People Led, Shareholder Driven Strategic deliverables Access to Omnichannel & Lean & Agile Retail Excellence Customers Data Ecosystem Operati
Slide 7: Building a winning customer proposition
Building a winning customer proposition Mindful of wellness Convenience is king Customers willing to spend 35% more on wellness products Convenience is the most important factor for 88% of customers • Expanding store network • Growing share in Wellness strategically with franchise model • Supporting
Slide 8: DFI's strong retail core reinforces our highly accretive DFI Omni Platform
DFI's strong retail core reinforces our highly accretive DFI Omni Platform Holistic data capture from multi-format touchpoints MORE DATA MORE RELEVANCE Seamless customer journeys across Loyalty platform turns data signals into offline and online touchpoints to meet personalised engagement; driving d
Slide 9: Best-in-class mass retailing
Best-in-class mass retailing #1 player across formats in Hong Kong Growing TSR & dividends Expanding presence in growth markets Disciplined capital allocation Omnichannel strength Scale benefits & global standards Data empowered 9
Slide 10: DFI Retail Group financial outlook
DFI Retail Group financial outlook 2026 Medium-term target Subsidiaries Revenue 2.0 – 3.0% organic growth1 2.0 – 3.0% organic growth1 (2025-28 CAGR) Underlying Profit Attributable to US$270 – 300M US$310 – 350M by 2028 Shareholders Up from US$155M in 2023 2025-28 CAGR of 9-13%2 Capex US$200 – 220M 2