Q3 2025 Monde Nissin Corp Earnings Call Transcript
Key Points
- Monde Nissin Corp (MNDDF) achieved a 3.8% year-on-year growth in consolidated revenue for Q3 2025, with a 4% growth in the AAC branded food and beverage segment.
- The company maintained its market leadership position in core categories, with a 40 basis point increase in market share to 67.6%.
- The meat alternative segment showed significant improvement, with a 5.5% increase in gross margin for Q3, driven by transformation programs and supply chain improvements.
- Monde Nissin Corp (MNDDF) declared a 17% increase in dividends, reflecting strong cash flow and financial health.
- The company reported a record high in domestic sales for October, surpassing previous records by more than 50 million pesos, indicating strong market demand.
- Gross margin for the AAC branded food and beverage segment declined by 360 basis points in Q3 due to high prices for edible oils, particularly coconut oil.
- The noodle segment experienced a decline, with intensified competition and a shift in consumer preference towards premium products impacting market share.
- The beverage category saw a slowdown, with declines in yogurt drink and cultured milk sales due to aggressive growth of lower-priced ready-to-drink categories.
- Despite improvements, the meat alternative segment still faces challenges with low single-digit volume declines, indicating ongoing market difficulties.
- The company remains cautious about the uncertainties in the fourth quarter, with fluctuating material prices and potential impacts on gross margin recovery.
Good afternoon and welcome to Maya Nissen's 3rd quarter 2025 earnings call. I am Mike Pasca, head of investor relations.
On today's call with me are Henry Sossanto, Chief Executive Officer.
Jesse 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 today's press release and earnings presentation. These are all available on the PSE edge website. This information can also be found in the investors section on Madanison's website.
And finally, before we begin, please note that the financial information being presented is unauuddied, and during the course of this call, management may make forward-looking statements based upon current assumptions and expectations. These are these are not guarantees of future performance, and I encourage everyone to read the disclaimer in today's presentation.
Now I'd like to turn the call over to Henry to discuss our business
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