Monde Nissin Corp (OTCPK:MNDDF)

Q2 2025 Monde Nissin Corp Earnings Call Transcript

Aug 6, 2025 / 08:00 AM GMT

Release Date Price: $0.1649

Transcript

Key Points

Positve

Monde Nissin Corp (PHS:MONDE) reported a 3.8% year-on-year increase in consolidated revenue for Q2 2025, with a 3.3% increase in the first half.
The company's APAC branded food and beverage business, which makes up 84% of the top line, grew by 5% year-on-year in Q2.
The meat alternative segment showed positive progress, particularly in the UK retail market, with a 42% growth in UK corn snacking.
Monde Nissin Corp (PHS:MONDE) achieved a positive EBITDA for the meat alternative business, indicating a turnaround in this segment.
The company has implemented pricing and cost-saving initiatives to address gross margin pressures, expecting improvements in the second half of the year.

Negative

Gross profit declined by 3.4% in Q2 due to high commodity costs, particularly palm and coconut oil, leading to a 240 basis point drop in gross margin.
Core net income decreased by 18.5% due to unfavorable foreign exchange movements and the decline in gross profit.
The coconut oil price surge, driven by supply issues and increased demand, has significantly impacted costs, with no viable hedging options available.
The noodle segment experienced a slowdown, particularly in the soupy noodle category, which saw a 13% volume decline in Q1, though it improved to a 1.8% decline in Q2.
The company faces challenges in the meat alternative segment, with volume declines persisting despite a slowdown in sales value decline.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MONDE.PS - Monde Nissin Corp
Q2 2025 Monde Nissin Corp Earnings Call
Aug 06, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Monison's first half 2025 earnings call. I am Mike Pasca, head of investor relations.

On today's call with me are Henry So Sano, Chief Executive Officer.

Jessie Tail, Chief Financial Officer.

And from the quarantine, we have David Fleischel, Chief Executive Officer, and Nick Cooper, Chief Financial Officer.

By now, everyone should have access to their earnings press release and presentation. These are all posted earlier today on the PSE edge website. This information can also be found in the investor section on Mainnison's website.

And finally, before we begin, please note that the financial information being presented is un audited, and during the course of

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