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Philippine Seven (SEVN) investor relations material
Philippine Seven PSE STAR: Investor Days 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership and organizational updates
Leadership transition completed with Richard Lee as President and Victor Paterno as Chairman since July 2025.
Recognized globally for operational excellence and industry leadership.
Majority ownership remains with President Chain Store, with significant foreign and family holdings.
Strategic growth and expansion
Aggressive expansion with 182 new stores in H1 2026, targeting over 500 new stores and surpassing 5,000 by year-end.
Focused on underpenetrated regions, especially Visayas and Mindanao, supported by 28 distribution centers.
PHP 5.5 billion CapEx budget, mainly funded internally, with forward buying to mitigate supply chain risks.
Financial performance and shareholder returns
Systemwide sales up 15.1% to PHP 55B in H1 2026; operating revenue up 15% to PHP 53.5B.
Net income grew 3.8% to PHP 1.84B, with operating income up 8% despite higher interest and utility costs.
Maintained a 46% dividend payout ratio, totaling PHP 1.66B, with plans to sustain 40-50% payout.
- Q2 2026 net income rose 3.3% as robust sales offset higher costs and margin pressure.SEVN
Q2 2026 - Q1 2026 net income up 4.7% to ₱628.8M, with robust sales and continued store expansion.SEVN
Q1 2026 - 2025 revenue up 7.2% to P95.06B, net income down 5.5% to P3.60B, store count at 4,491.SEVN
Q4 2025 - Q3 net income dropped 26.2% YoY, but store network and gross margins expanded.SEVN
Q3 2025 - Q2 2025 net income rose 4.6% YoY, with strong sales, margin gains, and rapid store growth.SEVN
Q2 2025 - Aggressive expansion, strong H1 growth, and innovation drive performance amid leadership change.SEVN
PSE STAR (Strengthening Access and Reach): Investor Day - Double-digit sales and profit growth, record expansion, and industry-leading returns.SEVN
Q3 2024 - Net income up 14% in H1 2024, sales rose 18.6%, and 178 new stores were opened.SEVN
Q2 2024 - Sales grew 4.8% but net income dropped 6% as store network and investments expanded.SEVN
Q1 2025
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