Slide 1: Q2 CY2026 Unaudited Results Investor Briefing
Q2 CY2026 Unaudited Results Investor Briefing August 6, 2026 4:00 PM
Slide 2: Contact Us
Contact Us Universal Robina Corporation
Slide 3: Disclaimer
Disclaimer This presentation contains certain forward-looking statements with respect to the financial condition, results of operations and business of Universal Robina Corporation (URC) and plans and objectives of the management of URC. Such forward looking statements involve known and unknown risk
Slide 4: H1 2026 Results Highlights
H1 2026 RESULTS HIGHLIGHTS Revenues +4% Led by Branded Businesses* +8%, Flour +13% Operating Profit Flat Led by Branded Businesses* +5%, Flour 2x Core Net Income to Parent +3% * Branded businesses include BCF PH, BCF International, and Animal Nutrition and Health
Slide 5: 2026 Key Focus Areas
2026 KEY FOCUS AREAS • Accelerate volume growth and market share BCF Philippines • Improve segment profitability • Sustain growth and market share BCF International • Scale Munchy’s and build new legs Animal Nutrition and • Pet Food expansion, build and grow Cat Health • Focus on profit recovery and
Slide 6: Q2 2026 Financial Highlights
Q2 2026 FINANCIAL HIGHLIGHTS SALES EBIT CORE NET INCOME In billion pesos In billion pesos TO PARENT In billion pesos flat 4% 3% 2% 9.4 9.4 10% 2% 89.3 6.5 6.7 85.9 4.0 4.0 2.6 2.9 40.6 41.5 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 Q2 Q2 H1 H1 Q2 Q2 H1 H1 Q2 Q2 H1 H1 • Consolidated
Slide 7: BCF Philippines
BCF PHILIPPINES Resilient Growth with Better Profit Momentum 6% • Sales rose 3% to ₱20.1 billion, led by Bakery and Powdered Beverages. 3% • Other categories were broadly flat as consumers adjusted to industry- 42.1 SALES 39.6 wide price increases. In billion pesos 19.5 20.1 2025 2026 2025 2026 Q2 Q
Slide 8: BCF Philippines – Category Market Share
BCF PHILIPPINES – Category Market Share Snacks RTD Tea* Noodles Market Share Market Share Market Share P3M YOY P3M YOY P3M YOY 7/7 categories Candies Market Share P3M YOY Biscuits Market Share P3M YOY Coffee Market Share P3M YOY growing faster than market Chocolates* Market Share P3M YOY NOTE: P3M i
Slide 9: BCF International
BCF INTERNATIONAL Margin Stability amid Market Headwinds flat • Sales declined 2% in constant currency (+8% in PHP), as weakness in Thailand and Global Exports offset improving trends elsewhere 2% • Vietnam continued to recover, though Q2 growth was tempered by a SALES 19.6 19.5 higher base, as last
Slide 10: Animal Nutrition and Health
ANIMAL NUTRITION AND HEALTH Investing in Recovery, Building Growth 21% • Sales grew 20% to ₱3.9 billion, driven by sustained momentum in hog feeds and featherlines 20% 7.7 • Pet food performance was mixed, with cat food sustaining high-double- SALES 6.3 digit growth, while dog food remained pressure
Slide 11: Commodities
COMMODITIES Navigating Sugar Volatility, Scaling Flour Growth 8% • Commodities sales declined 11% to ₱8.2 billion, driven by lower Sugar volumes and softer raw and refined sugar prices • Flour sales grew 8%, supported by additional capacity and improving SALES 11% 21.7 20.1 efficiency as the Sariaya
Slide 12: Cash Flow and Financial Ratios
CASH FLOW AND FINANCIAL RATIOS Cash Flow In billion pesos Regular Dividend In pesos per share 1st half 2nd half 12.6 4.20 4.40 (4.5) (3.0) (0.4) 13.2 5% (1.3) 2.20 2.30 11.2 (1.4) 2.00 2.10 CY 2025 CY 2026 Cash, EBITDA Dividend CAPEX Payment Working Others Cash, end-2025 of Loans Capital 30 Jun 2026
Slide 13: Executive Summary
Executive Summary • URC delivered steady growth with Q2 +2% and H1 +4%, despite the disruptions from the Middle East conflict. • Growth was led by our branded businesses in BCF Philippines and ANH, supported by resilient core demand and brand investment. • Earnings quality continued to improve, with
Slide 14: 2026 Outlook
2026 Outlook • Mid-single digit, volume-driven revenue growth in 2026 • Branded businesses expected to post high-single digit growth Top-line • Commodities revenue is expected to decline due to softer sugar prices • EBIT growth is expected to strengthen in 2H, outpacing topline growth, supported by
Slide 15: Thank you!
Thank you!
Slide 16: Income Statement
Income Statement 2026 H1 2025 H1 (Php Millions) YoY (Unaudited) (Unaudited) NET SALES 89,339 85,886 4% Cost of Sales -64,559 -62,371 4% GROSS PROFIT 24,780 23,515 5% Operating Expense -15,390 -14,094 9% OPERATING INCOME 9,390 9,422 0% Equity in net income of JVs -20 -52 NA Finance cost – net -545 -6
Slide 17: Balance Sheet
Balance Sheet 2026 H1 CY 2025 (Php Millions) (Unaudited) (Audited) Cash & cash equivalents 13,715 11,724 (including Financial assets at FVPL and FVOCI) Other current assets 66,836 65,997 Property, plant, and equipment 71,804 70,605 Other noncurrent assets 34,498 34,723 TOTAL ASSETS 186,853 183,049 C
Slide 18: Divisional Financials (Continuing Operations)
Divisional Financials (Continuing Operations) SALES EBIT EBIT MARGIN (Php Millions) 2026 H1 2025 H1 YoY 2026 H1 2025 H1 YoY 2026 H1 2025 H1 YoY Branded Consumer Foods 61,576 57,813 7% 7,991 7,635 5% 13.0% 13.2% (23) Philippines 42,080 39,597 6% 5,060 5,021 1% 12.0% 12.7% (66) International 19,496 18
Slide 19: Market Shares
Market Shares Philippines Thailand MARKET MARKET CATEGORY* #1 #2 #3 CATEGORY #1 #2 #3 SHARE SHARE Snacks 32.0% URC 25.7% 6.6% Biscuits 14.8% URC 11.7% 8.6% Candies 25.0% URC 16.3% 12.6% Wafers 17.9% 23.5% URC 7.5% Chocolates** 15.8% URC 14.6% 9.3% Vietnam Biscuits*** 13.9% 29.3% 26.8% URC MARKET Tot
Slide 20: Universal
Universal Robina Years of N TEA °REWED & BOTTLED seas"