Frieslandcampina Engro Pakistan Limited · PSX:FCEPL
Frieslandcampina Engro Pakistan — FY2025 Earnings Presentation
23 slides from Frieslandcampina Engro Pakistan's earnings presentation, May 6, 2026
Slide 1: Analyst Briefing FY 2025
Analyst Briefing FY 2025 © 2025 FrieslandCampina © 2025 FrieslandCampina
Slide 2: Disclaimer
DISCLAIMER This briefing has been prepared by FrieslandCampina Engro Pakistan Limited (“FCEPL”) solely for information purposes. No representation or warranty express or implied is made thereto, and no reliance should be placed on, the fairness, accuracy, sufficiency, completeness or correctness of
Slide 3: Today's Agenda
TODAY’S AGENDA FrieslandCampina 2025 in Pakistan Performance
Slide 4: FrieslandCampina in Pakistan
FrieslandCampina in Pakistan
Slide 5: Pakistan's market size and changing consumer trends are a positive base for businesses
Pakistan’s market size and changing consumer trends are a positive base for businesses Large Populous Country Growing Youth Population Untapped Rural Market Rising Mobile & Digital Upgrading Lifestyle Choices Penetration 110m Young population spending more on Unique Mobile Lifestyle Connections cate
Slide 6: Milk is an integral part of the Pakistani diet
While milk is an integral part of the Pakistani diet 100% Household penetration Usage in multiple formats with Drinking, Tea, Desserts, Milkshakes, Cream, Yogurt etc. 1.5 Ltrs Per day consumption of milk per household 20% Of household food expense is on Dairy Products Source: Household Panel, Foresi
Slide 7: There is a nutritional gap and also a huge opportunity
There is a nutritional gap And also, a huge opportunity 17.7% WASTED 8% 92% PACKAGED MILK LOOSE MILK 40.2% STUNTED 28.9% UNDERWEIGHT 54% ANEMIA 50% 24bn VIT-D DEFICIENT Litres/Year Malnutrition is a serious issue in Pakistan 4,900bn PKR/Year
Slide 8: Our Purpose
OUR PURPOSE “We will transform the health and wellbeing of Pakistanis now and for generations to come, by nourishing them through unlocking the goodness of milk from grass to glass, as well as by enhancing the livelihood of farmers.”
Slide 9: 2025 Performance
2025 Performance ie FnestandCampina vie Engro Pakistan Limited
Slide 10: Our Performance in 2025: Robust revenue growth
Our Performance in 2025 Highest Ever Market Share Robust revenue ~60% growth
Slide 11: Our Performance in 2025: Cost optimization and solar energy
Our Performance in 2025 Cost optimization Solar energy PKR2.5bn 3.4MW
Slide 12: Our Performance in 2025: Milk production at NARA, OEE
Our Performance in 2025 Milk Production at NARA OEE Ever highest +2.5% vs LY
Slide 13: Our Performance in 2025: Engagement and women in senior management
Our Performance in 2025 Engagement Women in senior scores management 83 40%
Slide 14: Staying Sustainable
Staying Sustainable Farmers Trained Female Farmers Trained Tree Plantation 41,000+ 1,500+ 17,000+ Farmers trained by experts Female Farmers Trained Trees planted across Sindh & Punjab Education Nourishing Pakistan Solar Power Partnered with Indus Resource 150,000+ Students Installed Solar at 2 of ou
Slide 15: Our Campaigns
Our Campaigns
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Slide 18: Omore
Omore
Slide 19: In-store Execution Excellence to Propel Brand Leadership and Shopper Loyalty
In-store Execution Excellence to Propel Brand Leadership and Shopper Loyalty Consistent story-telling by Capturing higher UHT Bigger & Better Displays across dialing-up purity credentials Share of Display Value Added Brands Re-Branded UHT Category Captaincy Creating Relevant Adjacencies New CTA | Ca
Slide 20: Despite Numerous Challenges
Despite Numerous Challenges Strikes in Sindh War tensions with Flash floods caused Sales tax continues caused supply India led to havoc across to impact the disruption – April uncertain business Pakistan – June category 2025 environment – May 2025 2025
Slide 21: Delivering value to the shareholders
Delivering value to the shareholders Sales tax imposition NSR Gross Profit Operating Profit +2.2% +16% (PKR Bn) -2.4% (PKR Bn) vs LY (PKR Bn) vs LY vs LY 17.0 17.4 7.9 107.1 104.5 100.2 15.3 6.8 6.1 12.1 5.3 73.5 8.8 3.4 52.1 6.0 44.2 1.5 2020 2021 2022 2023 2024 2025 2020 2021 2022 2023 2024 2025 2
Slide 22: While being able to propose dividend for our shareholders
While being able to propose Dividend for our Shareholders of PKR 2.7Bn Rs 3.5/share vs Rs 2.8/share LY (25% higher than last year)
Slide 23: Thank You
Thank You Stay Safe Everyone! 24
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