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Edge12 Dec 2025
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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
First Pacific Company (142) investor relations material
First Pacific Company Deutsche Bank ADR Virtual Investor Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Deutsche Bank ADR Virtual Investor Conference 2025 summary4 Nov, 2025
Key business highlights
Core holdings include Indofood, Metro Pacific Investments, PLDT, and PacificLight Power, spanning food, infrastructure, telecom, and energy sectors in Southeast Asia.
Asset base is geographically diversified: over half in the Philippines, 38% in Indonesia, and 7% in Singapore.
Focus on defensive, essential industries with majority or significant stakes to ensure operational influence and stable cash flows.
Progressive dividend policy aims for annual increases, with 2024 marking a record per-share distribution.
Recurring profit has reached record highs for four consecutive years, with strong first-half 2025 growth.
Financial performance and capital structure
Dividend income hit a record in 2023, boosted by new contributions from Singapore's PLP.
Gross debt stands at $1.4 billion, with a balanced mix of fixed and floating rates; $200 million due in January 2025 already refinanced.
Investment-grade credit ratings from S&P and Moody's support favorable borrowing terms.
Market capitalization is $3.5 billion, with a price-to-earnings ratio under 5, indicating potential value.
Capital allocation is primarily at the subsidiary level, with major CapEx in Indofood, toll roads, and Meralco.
Portfolio company updates
Indofood continues to post record revenues, with noodles as the main revenue driver and strong EBIT margins despite commodity price volatility.
Metro Pacific Investments was privatized in 2023 to focus on long-term growth; key assets include Meralco, toll roads, and Maynilad, with the latter's IPO scheduled soon.
PLDT maintains steady earnings and a high payout ratio, with additional upside from its fintech arm, Maya.
PacificLight Power in Singapore is expanding with a new hydrogen-ready plant expected online in 2029.
MPIC valuation discrepancy impact on NAV?
Maya IPO strategy and timeline
First Pacific's direct capital allocation focus
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Next First Pacific Company earnings date
H2 202527 Mar, 2026
Next First Pacific Company earnings date
H2 202527 Mar, 2026
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Frequently asked questions
First Pacific Company Limited is a Hong Kong-based investment management and holding company with a focus on businesses in Southeast Asia. The company’s investments span various sectors, including telecommunications, consumer food products, infrastructure, and natural resources. Its key holdings include interests in companies such as PLDT Inc. (telecommunications), Indofood (consumer food products), and Metro Pacific Investments (infrastructure). First Pacific aims to support the growth and development of its portfolio companies through strategic oversight and regional expertise. The company is headquartered in Hong Kong, and its shares are listed on the Hong Kong Stock Exchange.
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