Del Monte Pacific Limited · SGX:D03
Del Monte Pacific — 2Q FY2026 Earnings Presentation
20 slides from Del Monte Pacific's earnings presentation, Dec 10, 2025
Slide 1: 2Q FY2026 Presentation
2Q FY2026 Presentation 10 December 2025 1
Slide 2: Disclaimer
DISCLAIMER ▪ This presentation may contain statements regarding the business of Del Monte Pacific Limited and its subsidiaries (the “Company”) that are of a forward-looking nature and are therefore based on management’s assumptions about future developments. Such forward- looking statements are typi
Slide 3: Contents
CONTENTS • 2Q FY2026 Results (1 August to 31 October 2025) • 1H FY2026 Results (1 May to 31 October 2025) • Market Updates • Sustainability • Strategic Priorities & Outlook This presentation should be read in conjunction with the press release and Management Discussion and Analysis (MD&A) posted on
Slide 4: 2Q FY2026 Financial Highlights
2Q FY2026 FINANCIAL HIGHLIGHTS • DMPL sustained its growth trajectory in 2Q FY2026 • Sales of US$234.9m, up 10%, on higher sales in the Philippines and international markets • Net profit jumped to US$16.8m from US$2.3m driven by improved sales and margins As announced earlier, effective 1 May 2025,
Slide 5: 2Q FY2026 Results
2Q FY2026 RESULTS 2Q 2Q In US$m Chg (%) Comments FY2026 FY2025 Higher sales in the Philippines and Turnover 234.9 213.7 +9.9 international markets Higher volume, better pricing, lower cannery cost from improved pineapple recovery and and lower plantation cost due to higher yield. Gross profit 80.4 5
Slide 6: 1H FY2026 Results
1H FY2026 RESULTS 1H 1H In US$m Chg (%) Comments FY2026 FY2025 Higher sales in the Philippines and Turnover 438.6 394.1 +11.3 international markets Higher volume, better pricing, lower cannery cost from improved pineapple recovery and and lower plantation cost due to higher yield. Gross profit 146.6
Slide 7: 2Q FY2026 Philippines
2Q FY2026 PHILIPPINES DMPL sales: US$234.9m, +10% Philippine sales: US$121.7m, +9% in peso terms and +7% in US$ terms • Continued growth in the Philippines on higher volume and improved pricing. • Strong demand for packaged pineapple, and the expanded year-round use of mixed fruits led the Philippin
Slide 8: Philippine Market Share
PHILIPPINE MARKET SHARE Leadership market shares with notable increases in Mixed Fruit and Spaghetti Sauce 42.3% +1.3pts 81.8% +4.0pts 95.0% +1.2pts RTD Juices ex foil pouches (#1) Canned Mixed Fruit (#1) Packaged Pineapple (#1) Category: -3.0% Category: -3.4% Category: +5.7% 83.6% -1.2pts 42.9% +2.
Slide 9: Philippines - Fruits
PHILIPPINES - FRUITS Packaged Pineapple New Product “Superfruit” campaign highlighting health Sustained awareness and trial programmes benefits of pineapple in everyday dishes for new Del Monte Halo-Halo Mix Sustained digital and In-store bundling Product sampling Special displays regional TV placem
Slide 10: Philippines - Beverage
PHILIPPINES - BEVERAGE New Campaign: Del Monte Hitting the Gen Z Breaktime Fiber Enriched with Del Monte Fruity Zing • Digital campaign advocating Gut Health, • Advocating refreshing breaks with Pinoy Big Brother encouraging the nightly cleansing habit Teens • Led by known Filipino foodies • Breakti
Slide 11: Philippines - Culinary
PHILIPPINES - CULINARY Launched Del Monte Trip to Disney promotion for Spaghetti Sauce that rewards 100 lucky households with all-expense-paid trips for 4 to HK Disneyland with purchase of Disney-themed spaghetti packs DISNEY PARTY PACKS Spaghetti Sauce 900g + Spaghetti Pasta 700g DISNEY MULTIPACKS
Slide 12: Philippines – Dairy & Snacks
PHILIPPINES – DAIRY & SNACKS Del Monte Mr. Milk Rainbow Campaign in full swing Rebranding & launch of new packaging First-ever airing on TV coupled with influencer design to improve shelf visibility and appeal activation online In-store sampling and merchandising Collaboration with Foodie influencer
Slide 13: 2Q FY2026 International
2Q FY2026 INTERNATIONAL • Sales in the international markets grew by 7% to US$90.6m. • Higher volume of fresh pineapple, NFC juice and frozen pineapple. ✓ Fresh: spearheaded the growth with a 23% increase from continued higher sales of the S&W Deluxe Pineapple variety improving sales mix, coupled wi
Slide 14: International – Fresh Market Share
INTERNATIONAL – FRESH MARKET SHARE Sustained market leadership in North Asia to 51% China leadership expanded to 72% 80% China, 72% 70% 60% North Asia 51% 50% 40% Korea 39% 30% 20% Japan 25% 10% 0% CY'21 CY'22 CY'23 CY'24 YTD OCT CY'25 Japan China Korea North Asia Source: CY2021 – 2023 Imports Data
Slide 15: S&W Fresh
S&W FRESH S&W, through its partner distributor Eachtake, launched special promotions in 2 cities in China – Weifang and Zhengzhou – with SWeet Baby Pineapple Plushie! This limited time offer celebrates the “100 years of S&W Pineapple Farm”, the birthplace of S&W Deluxe Pineapple, and were most liked
Slide 16: S&W Fresh
S&W FRESH S&W participated in Asia Fruit Logistica held in Hong Kong in September 2025. The event gave an excellent opportunity to hold strategic engagement with existing customers from China, South Korea, Japan and Middle East, and explore new opportunities with new customers and stakeholders. The
Slide 17: S&W Processed
S&W PROCESSED S&W Pineapple Slices and S&W Fiesta Fruit Cocktail were featured in various promotional items of McDonalds in Hong Kong. A special collab drink McDonalds x Chiikawa Kyoho Grape Soda added with Fruit Cocktail and new menu items – Ebi Burger with Pineapple and Cajun McCrispy with Pineapp
Slide 18: S&W Beyond Fresh
S&W BEYOND FRESH IQF Pineapple Rings of S&W are now sold in several stores of Hema all over China. Through its partner distributor Hainan Hongxujin International, the product is sold in convenient packs, bringing in the icy and refreshing goodness of sweet MD2 Pineapple! 18
Slide 19: Sustainability
SUSTAINABILITY Recognition Waste Management Del Monte Foundation Centennial Event S&W was recently DMPI’s Extended The Del Monte ~500 participants from recognised as “Supplier Producer Responsibility Foundation spearheaded different plantation sites of the Year” of Goodme, (EPR) programme the Sinuda
Slide 20: Strategic Priorities and Outlook
STRATEGIC PRIORITIES AND OUTLOOK • DMPL remains focused on protecting and growing the Asian operations to drive long-term growth and profitability. DMPL’s subsidiary, Del Monte Philippines, Inc., continues to perform well with resilient consumer demand, supported by a strong and stable supply chain.