Quantum Foods Holdings Ltd · JSE:QFH
Quantum Foods — H1 2026 Earnings Presentation
16 slides from Quantum Foods's earnings presentation, Mar 31, 2026
Slide 1: Results Presentation
RESULTS PRESENTATION For the six months ended 31 March 2026
Slide 2: Contents
Contents page Business overview 03 A van der Merwe Financial overview 05 A Muller 2 Operational overview 11 A van der Merwe Management focus 14 A van der Merwe
Slide 3: Business overview
3 Business overview A van der Merwe
Slide 4: Salient features
Salient features Revenue HEPS Dividend R409 million R3.43 billion 86.5 cents 22.0 cents Down 5% from HY2025 Up from 74.8 cents in HY2025 Cash flow from operating HY2025: Nil activities 4 • Lower raw material costs • Decline in egg realisation • Foot-and-mouth disease outbreaks • Absence of highly pa
Slide 5: Financial overview
5 Financial overview A Muller
Slide 6: Statement of income
Statement of income For the six months ended 31 March 2026 2026 2025 Rm Rm Revenue 3 426.5 3 600.9 Operating profit* 241.1 204.5 Income from associate 0.3 0.5 Net finance income 3.0 1.1 Profit before income tax 244.4 206.1 Income tax expense (60.7) (56.0) 6 Profit for the period 183.7 150.1 * Operat
Slide 7: Segment results
Segment results Adjusted operating profit* for the six months ended 31 March 2026 2026 2025 Rm Rm Eggs 41.5 71.9 Farming 92.8 79.8 Animal feeds 64.5 54.5 Other African countries 51.5 14.1 Head office costs (18.5) (15.0) Profit for the period 231.7 205.3 7 * Adjusted operating profit excludes items o
Slide 8: Statement of financial position
Statement of financial position As at 31 March 2026 31 Mar 2026 30 Sep 2025 Rm Rm Non-current assets 1 730.4 1 613.9 Non-current assets held for sale – 8.1 Net working capital (excluding lease liabilities) 832.5 958.9 Non-current liabilities (excluding borrowings and lease liabilities) (374.3) (327.
Slide 9: Statement of cash flows
Statement of cash flows For the six months ended 31 March 2026 2026 2025 Rm Rm Cash operating profit 323.9 298.2 Working capital inflow/(outflow) 125.0 (53.0) Income tax paid (40.3) (14.4) Cash flow from operating activities 408.7 230.8 Capital expenditure (152.1) (152.0) Proceeds from sale of asset
Slide 10: Capital expenditure
Capital expenditure YTD Mar 2026 Future Rm Rm South Africa Expansion/efficiency 63.3 88.0 Feed mills 46.0 62.5 Farms 17.3 25.5 Replacement/compliance 43.3 56.1 Other African countries 10 Expansion/efficiency 39.3 219.6 Uganda feed mill 1.3 3.8 Uganda breeder farm 2.5 13.3 Mega eggs expansion 35.5 20
Slide 11: Operational overview
11 Operational overview A van der Merwe
Slide 12: Operational overview
Operational overview Excellent feed operational efficiencies Improved broiler South production performance Rightsizing and diversification of parent layer Malmesbury’s expansion project completed flock completed Stable external contribution Stable day-old pullet volumes Excellent broiler breeder per
Slide 13: Operational overview
Operational overview Excellent commercial layer farm performance Diligent cost management Increase in egg volumes Improved farm efficiencies in rest of Africa business HPAI quarantine lifted in the Western Cape Increase in rest of Africa day-old chick volumes Excellent pack station operational effic
Slide 14: Management focus
14 Management focus A van der Merwe
Slide 15: Management focus
Management focus Increase Malmesbury new factory utilisation Maintain layer farm performance Maintain broiler South efficiencies Bio-security measures Complete Western Cape broiler expansion project Zambia breeder flock performance Secure broiler rearing capacity Zambia layer expansion project 15 In
Slide 16: www.quantumfoods.co.za
www.quantumfoods.co.za
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