Slide 1: Masan Consumer 1Q2026 Community Day
Masan Consumer (HoSE: MCH) 1Q2026 Community Day 6 May 2026
Slide 2: Vietnam's macro remained robust, though FMCG growth continued to lag
Vietnam's macro remained robust, though FMCG growth continued to lag, recovering only to mid-single-digit 7.8%vs. 8.0% 4.3%vs. 1.7% in 2025 in 2025 1Q2026 1Q2026 1 FMCG Growth 2 Vietnam GDP Growth Source: (1) GSO; (2) Nielsen 2
Slide 3: MCH delivered double-digit YoY growth, and on-track to exceed high-case guidance
MCH delivered double-digit YoY growth, and on-track to exceed high-case guidance 13.1% 11.7% 11.5% 1Q Revenue increased to 1Q EBITDA increased to 1Q NPAT Pre -MI increased to VND8,472 billion VND2,142 billion VND1,800 billion equivalent to 21.2% margin 3
Slide 4: Growth was broad-based across channels
Growth was broad-based across channels 11.0% 25.3% 81.2% 3.0x 11.3% OPM: ~25% OPM: ~20% 1 General Trade Modern Trade HORECA E -commerce Global Business Source: 1. Excluding innovation products 4
Slide 5: GT revenue has returned to a growth trajectory
GT revenue has returned to a growth trajectory 8,000 ▲ 11.2% ▲ 11.0% ▼ 0.5% 6,000 ▼ 9.9% ▼ 19.3% 4,000 2,000 1Q2025 2Q2025 3Q2025 4Q2025 1Q2026 GT Revenue YoY Growth 5
Slide 6: Retail Supreme has delivered measurable results
Retail Supreme has delivered measurable results Before RS 1Q2026 1 2Q2026 Coverage 230K 430 K 600K (#ASO 2) ▲ 90% YoY ▲ 2.6x Penetration 29K 33 K 65K (# ASO with 6+ categories & ▲ 2.0x ▲ 2.2x SKU/Order) 4.7 5.4 6.2 Perfect Store s 28K 4 0K 70K (# ASO) Speed to Market 4 weeks - 50K 2 weeks - 70K 2 we
Slide 7: Seasonings and Convenience Foods continued growth, HPC surged by 30%+ YoY
Seasonings and Convenience Foods continued its growth trajectory, HPC surged by 30%+ YoY Convenience Bottled Home and 1Q2026 Seasonings Foods Beverages Personal Care Coffee Revenue Growth (YoY change, 17.1% 13.9% -2.8% 34.2% 9.0% contribution) 37% 30% 14% 7% 6% Gross Margin (%, 55.3% 40.2% 50.1% 40.
Slide 8: MCH is a company of "superiority"
MCH is a company of “superiority” Superior Product Superior Brand Building Sustainable double - digit growth Superior Distribution Superior Financial Discipline 8
Slide 9: Seasonings: Uplift Fish Sauce value and expand product portfolio
Seasonings: Uplift Fish Sauce value and expand product portfolio Superior Product Superior Brand Building Superior Distribution 1H2026 Indicative Results Premiumization Reinforce Brand Equity Retail Supreme CHIN -SU: “Lifestyle” 300K ASO Fish Sauce 30%+ YoY Revenue Growth ~85 % volume -led 300K ASO
Slide 10: HPC: Retail Supreme's expanding footprint drove distribution gains for Chanté and Homey
HPC: Retail Supreme’s expanding footprint drove meaningful distribution gains for Chanté and Homey Superior Product Superior Brand Building Superior Distribution 1H2026 Indicative Results Reinforce Brand Equity Retail Supreme Chanté: “Elegant” 100K 30%+ ASO YoY Revenue Growth 60 % volume -led Big su
Slide 11: Convenience Foods: Omachi leads the shift of accelerating premiumization trend
Convenience Foods: Omachi leads the shift of accelerating premiumization trend Superior Product Superior Brand Building Superior Distribution 1H2026 Indicative Results Premiumization Brand equity: “Innovative” Retail Supreme Own strategic occasion: Flagship innovation launch Spring 300K ASO Total Om
Slide 12: Convenience Foods: Kokomi successfully repositioned into a new growth segment
Convenience Foods: Kokomi successfully repositioned into a new growth segment Superior Product Superior Brand Building Superior Distribution 1H2026 Indicative Results Expand intro adjacencies Brand Equity: “Excitement” Retail Supreme Brand reposition Kokomi – Hybrid snacking 300K ASO Target younger
Slide 13: Bottled Beverages still wait for rebound from 2Q2026
Bottled Beverages still wait for rebound from 2Q2026 Superior Product Superior Brand Building Superior Distribution 1H2026 Indicative Results Global Technology + Local Personalization Retail Supreme Insights Create and own new occasions 2-3 Always -on media and engagement new innovations YTG 300K AS
Slide 14: 2026 business plan progress tracking
2026 business plan progress tracking Revenue growth EBITDA growth NPAT Pre -MI growth (YoY) (YoY) (YoY) Actual 1Q2026 13.1% 11.7% 11.5% Indicative 1H2026 20%+ 12%+ 12%+ ~10% 2 -year CAGR FY2026 Guidance 11% - 15% 9% - 14% 10% - 15% Selective pass Protect margin Consumer Proactive input cost Inflatio
Slide 15: Disclaimer
Disclaimer This Presentation has been prepared by Masan Consumer Corporation and/or its affiliated companies (collectively, “MCH” ; together with any officer, director, employee, advisor or agent of MCH, collectively, the “Preparers”) for the purpose of setting out certain information in respect of