Q4 2025 Aboitiz Equity Ventures Inc Earnings Call Transcript
Key Points
- Aboitiz Equity Ventures Inc (ABTZY) achieved a net income after tax of PHP5.2 billion in 2025, marking a 50% increase from the previous year.
- EBITDA for the full year reached PHP9.9 billion, up 27%, supported by sustained volume growth, improved margins, and disciplined cost management.
- Aboitiz Land completed its structural integration, creating a single end-to-end real estate platform, which strengthens competitive edge and positions the company for sustained value creation.
- Aboitiz InfraCapital significantly expanded its operating footprint, with consolidated revenues growing 97% year on year to PHP7.7 billion.
- The group's beneficial EBITDA increased by 13% year on year to PHP72.7 billion, driven by strong performances in the Power and Food and Beverage segments.
- Aboitiz Land's consolidated revenues decreased by 7% year on year, with EBITDA down 3% and net income down 10%.
- Aboitiz InfraCapital recorded a net loss of PHP1.03 billion, largely due to the full-year amortization of the MCIA service concession asset.
- Residential revenues for Aboitiz Land declined 23% to PHP3.45 billion, driven by the tapering of mature project inventory and lower construction-based revenue.
- Despite strong revenue growth, Aboitiz InfraCapital's net income was affected by higher financing costs and operational disruptions such as earthquakes and typhoons.
- Aboitiz Power recognized a PHP13.5 billion partial impairment of goodwill related to its 2016 acquisition of GN Power Marribela, impacting the group's reported net income.
Good afternoon. Welcome to Aboitiz Equity Ventures earnings results briefing for the full year of 2025. My name is Jackie de Jesus, and I will be your moderator for today's call. (Operator Instructions) This -- number three, this briefing will be recorded. By joining this session, you consent to your name, voice, image, and chat comments being recorded for use and dissemination.
For today's call, the CFO of Aboitiz Foods, Po Beng Nang, will kick us off. He will be followed by Rafa Fernandez de Mesa, President and CEO of Aboitiz Land. After him, Cosette Gillao, the President of Aboitiz Infra Capital, will update us with their performance. And then finally, Toto Hilado, the CFO of Aboitiz Equity Ventures, will close us out with the group's consolidated financial performance.
After the presentations, we will open the floor for Q&A. For questions on the earnings results of Union Bank and Aboitiz Power, which were already discussed in separate sessions, we will be addressing those offline after this briefing. With that, let me turn over the floor to Paul Beng.
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