Hong Kong · Delayed Price · Currency is HKD First Pacific Company Earnings Call Transcripts
Fiscal Year 2026
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The conference highlighted strong multi-year earnings and dividend growth, with Indofood, MPIC, and PLDT as key profit drivers. Maya's rapid expansion and upcoming IPO, new infrastructure projects, and a progressive dividend policy support a positive outlook.
Fiscal Year 2025
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Gross asset value reached $5.3 billion with record profits and dividends, driven by Indofood and MPIC. Outlook for 2026 is positive but tempered by geopolitical and interest rate uncertainties. Dividend payout ratio remains high, with ongoing asset optimization initiatives.
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Core holdings in food, infrastructure, telecom, and energy across Southeast Asia continue to deliver record earnings and progressive dividends, with strong growth expected from new projects, fintech expansion, and upcoming IPOs. Key assets like Indofood, MPIC, and Maya drive future upside.
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Recurring profit hit a record high, up 11% year-over-year, with strong contributions from Indofood, MPIC, and PLDT. Dividend income remains robust, and new projects like the 670 MW Singapore power plant and Maynilad IPO support a positive outlook.
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The conference detailed four years of record profits and dividends, a focus on emerging Asia, and strong growth across core holdings in food, infrastructure, telecom, and resources. Analysts value the company well above book, and a progressive dividend policy is set to continue.
Fiscal Year 2024
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Record recurring profit and shareholder distributions were achieved in 2024, driven by strong performances across Indofood, Metro Pacific, and PLDT. Outlook remains positive with continued growth expected, while capital allocation focuses on funding new projects and maintaining liquidity.
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Record recurring profit and EPS were achieved, driven by Indofood and MPIC, with strong segment growth across food, infrastructure, and telecoms. Outlook remains positive, supported by robust financials, prudent capital allocation, and expansion in renewables.