Universal Robina's solid topline growth, earnings in line despite commodity pressures
From AB Capital's The Opening Bell: Three Moves
Event
URC delivered steady FY2025 revenue growth, with sales rising 4% YoY to P168.0 billion, broadly in line with AB Capital expectations.
View
Branded Consumer Foods Corp. Philippines remained the main growth driver, supported by strong demand across snacks, coffee, and bakery.
Catalyst
BCF International delivered improving profitability, supported by stronger ASEAN performance and margin expansion to 14.3% (+71bps YoY).
Action
The Commodities segment posted mixed results, with FY sales up 4% YoY but 4Q revenues declining 11% YoY due to weaker sugar ASPs and the temporary shutdown of the Bais facility.
Disclaimer: The information, analyses, and views contained herein is based on sources which we, AB Capital Securities, believe are reliable, but is not guaranteed by us and is not to be considered all inclusive. It is not to be construed as an offer or solicitation of an offer to sell or buy the securities herein mentioned. AB Capital Securities and its Directors and Officers and/or members of their families may have a position in the securities herein mentioned and may make purchases and/or sales of the securities from time to time in the open-market and otherwise.
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