Ddc Enterprise Limited · AMEX:DDC
Ddc Enterprise — H1 2026 Earnings Presentation
17 slides from Ddc Enterprise's earnings presentation, September 2026
Slide 1: 1H26 Supplemental Investor Presentation
N Y S E A m er i c a n : D D C 1H26 Supplemental Investor Presentation September 2026
Slide 2: Disclaimer
A PPE ND IX Disclaimer This document (“Document”) is being provided to recipients solely for use by potential investors for information purpose and it is not intended to form the basis of any investment decision or any decision in relation to a transaction involving DDC Enterprise Limited (the “Comp
Slide 3: 1H2026 at a Glance
R E S U L TS 1H2026 at a Glance Consolidated results for the six months ended June 30, 2026, and treasury position as noted. RE VE N U E G RO S S PRO F I T G RO S S M AR GI N A DJ U S T E D E BI T DA $20.2M $6.1M 30.4% $1.2M up 29% YoY as reported up 17.5% YoY as reported down 300 bps YoY consolidat
Slide 4: Revenue and Gross Profit
R E S U L TS Revenue and Gross Profit Six months ended June 30 · US$ millions R E VE N U E G R OW T H $20.2M +29.0% $15.6M → $20.2M $15.6M G R O S S P R O F I T G R O WT H +17.5% $5.2M → $6.1M $6.1M $5.2M G R O S S M AR GI N 1H2025 1H2026 −300 bps Revenue Gross profit to 30.4% Percentage changes as
Slide 5: From Revenue to Adjusted EBITDA
R E S U L TS From Revenue to Adjusted EBITDA 1H2026 consolidated · US$ millions POSITIVE OPERA TING LEVERA GE The food business scaled 29% while $20.2M consolidated Adjusted EBITDA turned positive for the period. Revenue $20.2M $6.1M Gross profit $6.1M Gross margin 30.4% $1.2M Adjusted EBITDA $1.2M
Slide 6: 1H2026 Operational and Financial Highlights
R E S U L TS 1H2026 Operational and Financial Highlights OPERA TION AL RE VE N U E · U S $ M I L LI ON S Core Asian-food revenue grew 29% as retail penetration and distribution expanded. $20.2M Channel mix shifted toward higher-volume formats, supporting scale while $15.6M moderating gross margin. R
Slide 7: Treasury and Capital Allocation KPIs
T R E AS U R Y Treasury and Capital Allocation KPIs TR E AS UR Y P OS ITIO N B IT CO IN H OL DI N G S DI G IT A L A S S E T CA RRY I N G V A LU E G RO WT H S I N C E DE C . 20 2 5 2,899 BTC $161.9M +145% as of the presentation date as of June 30, 2026 growth in holdings C AP ITA L R E TU R N P R O G
Slide 8: Capital Allocation Priorities
T R E AS U R Y Capital Allocation Priorities Priorities in order: fund the operating business first, then deploy surplus capital. 01 02 03 04 Scale the core business Protect liquidity Evaluate Bitcoin purchases Repurchase selectively Broaden retail penetration and Preserve working capital for food-
Slide 9: AI Operating Platform for Treasury Intelligence
P L A T F OR M AI Operating Platform for Treasury Intelligence A governed, AI-driven operating system built to support management judgment. IN T ELL IGE NC E Unifies treasury positions, flows and relevant market signals through the DDC Treasury Graph. D EC ISI ON QUA L ITY Structures analysis, timin
Slide 10: Dishing Up Bitcoin
B RA ND Dishing Up Bitcoin The world’s first Bitcoin cooking show. WH Y T HI S FO R MAT TR AVELS Visual storytelling Personal narratives Iconic guests Food preparation creates natural cinematic moments Guests share their personal journeys, making Featuring leaders shaping the Bitcoin ecosystem that
Slide 11: Dishing Up Bitcoin: Season One
B RA ND Dishing Up Bitcoin: Season One EP I SO DES TO BE R ELEAS ED 12 R UN TI M E P ER EP IS ODE ~20 min ES TI MA TED GU EST R EAC H 10M+ M AI N M EDI A 11
Slide 12: Appendix
Appendix As of December 31,2025 (Audited) and June 30, 2026 (Unaudited) consolidated financial statements and non-GAAP reconciliation 12
Slide 13: Consolidated Statement of Operations
A PPE ND IX Consolidated Statement of Operations Unaudited · six months ended June 30 · RMB and US$ 2025 2026 2026 2025 2026 2026 RMB RMB US$ RMB RMB US$ Product revenues 111,909,938 136,747,757 20,154,126 Net income/(loss) attributable to ordinary 37,133,644 (260,644,187) (38,414,200) Cost of produ
Slide 14: Consolidated Balance Sheet
A PPE ND IX Consolidated Balance Sheet As of December 31,2025 (Audited) and June 30, 2026 (Unaudited) RMB and US$ Dec 31, 2025 Jun 30, 2026 Jun 30, 2026 Dec 31, 2025 Jun 30, 2026 Jun 30, 2026 RMB RMB US$ RMB RMB US$ ASSETS LIABILITIES Current assets Current liabilities Cash and cash equivalents 21,1
Slide 15: Consolidated Balance Sheet — Equity
A PPE ND IX Consolidated Balance Sheet — Equity Continued · as of December 31,2025 (Audited) and June 30, 2026 (Unaudited) · RMB and US$ Dec 31, 2025 Jun 30, 2026 Jun 30, 2026 RMB RMB US$ Shareholders’ equity Class A ordinary shares¹ 65,584,619 126,326,916 18,618,284 Class B ordinary shares² 196,479
Slide 16: Consolidated Adjusted EBITDA Reconciliation
A PPE ND IX Consolidated Adjusted EBITDA Reconciliation Unaudited · six months ended June 30 · RMB and US$ Use of non-GAAP financial measures. Adjusted EBITDA is a non-GAAP financial measure. DDC defines Adjusted EBITDA as net income/(loss) excluding interest expense, interest income, income tax exp
Slide 17: Thank You
Thank You NY SE A me ri ca n: D DC LinkedIn X 17