D&L Industries Inc (PHS:DNL)

Q1 2026 D&L Industries Inc Earnings Call Transcript

May 5, 2026 / 12:00 AM GMT

Release Date Price: ₱3.58 (+0.28%)

Transcript

Key Points

Positve

D&L Industries Inc (DLNDY) reported a 5% year-on-year increase in net income for Q1 2026.
Gross profit margins improved by 0.7% compared to the previous year, with high-margin specialty products seeing a 2.8% increase.
The Batangas plant has been profitable for six consecutive months, contributing positively to net income.
Free cash flow turned positive due to lower working capital requirements and reduced capital expenditures.
The company experienced improvements in return on equity, return on invested capital, and net gearing.

Negative

Overall revenue declined due to lower volumes and reduced prices for some raw materials.
Export revenues fell significantly, impacted by geopolitical tensions in the Middle East and changes in tariff regimes.
The food business segment saw a notable decline in volume, attributed to higher food prices and reduced consumer traffic.
Commodity segment margins decreased to 5%, affected by rapid price increases and market disruptions.
The company faces challenges in securing raw material supplies due to force majeure declarations by suppliers, impacting future inventory levels.

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

DNL.PS - D&L Industries Inc
Q1 2026 D&L Industries Inc Earnings Call
May 06, 2026 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, everyone. Good morning. Welcome to the first quarter 2026 briefing of D&L Industries.

To discuss the results, here with us today is Mr. Avon Lau, President and CEO.

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Unidentified_2 [2]
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Morning, everyone.

Welcome to the first quarter results discussion for D&L. So we'll jump straight into it.

So for the first quarter, we have net income increasing by 5% year on year.

And compared to the fourth quarter of last year, net income was up by 12%.

So what we saw was that our margins were better.

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