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Del Monte Pacific Limited (DMPLF) Q3 2026 Earnings Call Transcript

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Del Monte Pacific reported Q3 2026 sales of $243.8 million, a 20% year-over-year increase driven by international market growth and a 5% rise in the Philippines, marking sustained momentum. Net profit reached $10 million, up from $2.5 million in the prior period, attributed to stronger sales and improved margins, continuing the upward trend observed in the first half of the fiscal year. The company acknowledged write-downs of investments and discontinued operations, which negatively impacted equity at fiscal 2025’s end, affecting its net debt-to-equity ratio. COO Luis Alejandro outlined strategic priorities and future outlook, emphasizing operational efficiency and market expansion, though specific details were reserved for the Q&A session. The earnings call, held March 11, 2026, featured CFO Parag Sachdeva and COO Alejandro, with Investor Relations moderating questions, signaling transparency in financial disclosures.
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SA Transcripts159K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Del Monte Pacific Limited (DMPLF) Q3 2026 Earnings Call March 11, 2026 6:00 AM EDT Company Participants Ignacio Sison - Chief Corporate OfficerParag Sachdeva - Chief Financial OfficerLuis Alejandro - Chief Operating OfficerJennifer Luy - Senior Manager of Investor Relations Presentation Ignacio SisonChief Corporate Officer Good evening to you all. Thank you for joining Del Monte Pacific's results briefing for the third quarter and 9 months ending January for fiscal year 2026.

Representing Del Monte in this call are Luis Alejandro, COO of Del Monte Pacific and President and COO of Del Monte Philippines; Parag Sachdeva, CFO; and I am Iggy Sison, Chief Corporate Officer of DMPL. Parag will go through 3 slides on the 3 months and 9 months results, and then Cito Alejandro will wrap up with the strategic priorities and outlook, and then we'll proceed to Q&A, which will be moderated by our colleague, Jennifer Luy, okay? So we'll go through the highlights now with Parag Sachdeva. Thank you. Parag SachdevaChief Financial Officer Thanks a lot, Iggy, and good evening to all who are on the call. Pleased to share with you the third quarter and year-to-date month 9 results for Del Monte Pacific. We did sustain a very strong growth trajectory in the third quarter. Our sales at $243.8 million were up 20% on higher sales in the international markets and also Philippines did grow by 5% in U.S. dollar terms. Our net profit at $10 million continued to be in the same trajectory as we had seen in the first half, and it improved from $2.5 million, driven by improved sales and margins. If you consider and recognize write-down of investments and other assets under discontinued operations that resulted in negative equity at the end of fiscal '25, the company's net debt-to-equity ratio is a

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