Thai Beverage Pcl Ord (TBVPF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

All participants have been placed in resident-only mode. Later we'll conduct a question and answer session and instructions will be given at that time. I will now hand over the floor to the presenters, Ms. Nemphong Anstransi, Ty Bez, Head of Investor Relations, and members of Ty Bez's senior management team. Thank you. Good evening, ladies and gentlemen, and welcome to the Tiberius Financial Resource Conference call for the year end of September 2025. I am Namphoon Aung Sutharangsi, Head of Investor Relations. For the conference call tonight, I will begin with a summary of our full year 2025 results. Then we will open the line for Q&A session with our management team. For the summary of our results, the total sales revenue of the group for the fiscal year and the 30th of September 2025 was 33,286 million baht, a decrease of 2.1% compared to the same period last year. This was due to a decrease in sales revenue across all businesses. Net profit included associated companies, was 31,153 million baht, a decrease of 11.7% compared to the same period last year. This was due to a decrease in net profit of spirits business, non-alcoholic beverage business, food business, and other businesses, partly offset by an increase in net profit of the beer business. the board of directors has proposed a total dividend of 15 581 million baht or 0.62 baht per share representing a 61.4 percent payout ratio this includes an interim dividend of 0.0.15 baht per share that paid in june 2024 sorry in june uh 2025 and at proposed final dividend of 0.47 baht per share For the highlight of our operation, in 2025, the Swiss business recorded 1.8% year-on-year decline in sales revenue to 118,604 million baht. Thus, volume decreased by 3.2%, primarily due to the weaker domestic consumption, while ...