Rcl Foods Limited · JSE:RCL
Rcl Foods — Fact Sheet (September 2026)
12 slides from Rcl Foods's fact sheet, September 2026
Slide 1: 2026 Fact Sheet Supporting Results for the Year Ended June 2026
2026 FACT SHEET SUPPORTING RESULTS FOR THE YEAR ENDED JUNE 2026
Slide 2: RCL FOODS in Context
RCL FOODS IN CONTEXT CONSUMER FINANCIAL SOCIAL HEALTHCARE INFRASTRUCTURE INDUSTRIAL OTHER PRODUCTS SERVICES IMPACT INVESTMENTS Fact sheet supporting results for the year ended June 2026 2
Slide 3: Performance
PERFORMANCE CONTINUING OPERATIONS REVENUE* (Rbn) UNDERLYING EBITDA (Rm) 25.5 24.7 24.5 2 390.6 23.0 2 216.1 2 184.7 19.9 1 906.6 1 892.6 1 388.0 13.2 12.9 12.5 11.6 1 151.6 1 185.8 1 080.6 10.0 1 025.3 2022 2023 2024 2025 2026 2022 2023 2024 2025 2026 INTERIM FULL YEAR INTERIM FULL YEAR *Revenue fro
Slide 4: Our Brands in Revenue
OUR BRANDS IN REVENUE A NUMBER OF SOUTH AFRICA’S MUCH-LOVED BRANDS ARE PRODUCED BY RCL FOODS R1 billion + R400 - R1 R100 - R400 ≤ R100 million billion million million Fact sheet supporting results for the year ended June 2026 4
Slide 5: Market Context
MARKET CONTEXT Market Inflation (%) and Volume Growth (%) Food Volume Growth % Trend July 2024 to June 2026 Inflation Volume growth (%) (%) TOTAL 10.0% 8.9% INDUSTRY BASKET 7.3% 7.7% 12MM 3MM 12MM 3MM 8.0% JUNE 26 JUNE 26 JUNE 26 JUNE 26 5.4% 6.0% 5.0% 4.5% 4.1% 4.0% 3.3% 2.4% Food (0.4) (1.4) 1.4 (
Slide 6: Market Share
MARKET SHARE Volume share % for the period 6MM June 26 12MM June 26 12mm June 25 Source Bobtail (Economy and mainstream retail dry dog) 25.9 28.2 31.1 Circana* Catmor (Economy retail dry cat) 36.2 43.9 56.9 Circana Feline Cuisine (Premium retail dry cat) 16.5 24.5 33.8 Circana Canine Cuisine (Premiu
Slide 7: Select Market Prices
SELECT MARKET PRICES RAND/USD (R/$) SAFEX WHEAT PRICE (R/Ton) 21 7 500 20 2025 2026 2025 2026 AVG Price AVG Price 7 000 AVG Price AVG Price -2.4% -6.9% 19 R18.16 R16.90 R6 108 R5 962 18 6 500 17 6 000 16 5 500 15 14 5 000 13 4 500 SAFEX SUNFLOWER PRICE (R/Ton) NO.11 WORLD SUGAR PRICE (RAW SUGAR) (c/
Slide 8: RCL FOODS Segments: Groceries
RCL FOODS SEGMENTS GROCERIES WHERE WE OPERATE: The Groceries business unit consists of a portfolio of leading South African brands spanning staples to top end offerings across a range of food and animal product categories. It is made up of the Culinary, Pet Food and Beverages operating units. CULINA
Slide 9: RCL FOODS Segments: Baking
RCL FOODS SEGMENTS BAKING WHERE WE OPERATE: The Baking business unit is made up of the Bread, Buns & Rolls, Milling, Pieman’s and Speciality operating units. BREAD, BUNS & ROLLS Bread, buns and rolls – the fourth largest bread brand nationally and produces a range of baked goods under Sunbake, Sunsh
Slide 10: RCL FOODS Segments: Baking (Pies and Milling)
RCL FOODS SEGMENTS BAKING WHERE WE OPERATE: PIES Pieman’s – produces a range of products including foiled pies, rolls, pastries and Pieman’s pockets MILLING Milling – produces flour and a range of maize meal products at its flour mill - the largest single site flour mill in Southern Africa SOUTH AFR
Slide 11: RCL FOODS Segments: Sugar
RCL FOODS SEGMENTS SUGAR WHERE WE OPERATE: The Sugar business unit is made up of the Sugar and Molatek operating units. SUGAR Sugar – produces a range of sugar products under the leading sugar brand Selati ANIMAL FEED Molatek – produces molasses-based feed for ruminants SOUTH AFRICA Fact sheet suppo
Slide 12: Thank you
RCL FOODS LIMITED Thank you