)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Fraser and Neave
Fraser and Neave (F99) investor relations material
Fraser and Neave Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary7 Aug, 2026
Executive summary
9M2026 revenue fell 6.0% to $1,664.1M, while PBIT rose 13.6% to $266.9M on improved margins; profit after tax increased 4.5% to $177.1M.
Attributable profit before exceptional items rose 10.4% to $130.6M, supported by Vinamilk and a return to profitability in Beer.
Financial highlights
Gross profit increased 0.6% to $551.2M despite lower revenue.
EPS before exceptional items rose 11.1% to 9.0 cents; attributable profit before exceptional items was $130.6M.
Segment performance
Beverages: Soft Drinks continued to grow on festive sales and lower input costs; Beer returned to profitability on improved margins from calibrated price increases.
Dairies: Lower sales, unfavourable mix and F&N AgriValley operating costs weighed on earnings; Vinamilk's stronger contribution and favourable forex translation partly offset the impact.
P&P revenue rose 2%, supported by Education, Print and recurring sustainable-packaging orders; losses narrowed on higher sales and cost discipline.
By geography, Vinamilk's stronger performance and increased stake supported Vietnam earnings; improved Beer profitability supported Myanmar.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Fraser and Neave
- Revenue grew, but PBIT fell as costs pressured margins; PAT included a $27.1M fair value gain.F99
Q1 2023 TU - Revenue grew 5.6%, while PBIT fell 2.1% as costs and FX pressured margins.F99Q3 2023 TU
- PBIT rose 35.4% as broad-based earnings growth offset forex headwinds.F99Q3 2024 TU
- Dairies-led PBIT growth lifted margin to 15.2% despite nearly flat reported revenue.F99Q1 2024 TU
- Revenue grew, but cost and currency pressures cut PBIT; exceptional gains lifted PAT.F99H1 2023
- Dairies-led earnings growth lifted profit despite forex and cost headwinds.F99H2 2023
- F&B-led growth lifted PBIT 53.6% despite foreign-exchange headwinds.F99H1 2024
- F&B growth and P&P’s turnaround drove 19.5% FY2024 PBIT growth.F99H2 2024
- F&B-led growth lifted revenue 16.3% and PBIT 14.0%; gearing fell to 16.6%.F99Q1 2025 TU
- Revenue rose 13.2% as F&B growth offset Vietnam and P&P pressures.F99H1 2025
Next Fraser and Neave earnings date
H2 202616 Nov, 2026
Fraser and Neave
Next Fraser and Neave earnings date
H2 202616 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)