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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.
SM Investments
SM Investments (SM) investor relations material
SM Investments Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2026
Executive summary
9M 2026 consolidated revenue was P506.8B, up 5% YoY; earnings were P70.2B, up 9%, with steady Q3 results supported by resilient consumer demand in Retail and Malls.
Earnings remained diversified across Retail, Banking, Property and portfolio investments, helping withstand external volatility.
Financial highlights
Retail 9M revenue rose 5.4% to P335.3B; EBIT increased 12.4% to P20.8B, and net income grew 7.2% to P13.1B.
SM Retail revenue grew 5.4% to P335.3B; SSSG was 2.9%, while EBIT margin improved to 6.4% from 6.0%.
Portfolio assets were P1,844.8B, up 2% vs. FY 2025; net debt-to-total equity was 31:69.
Outlook and guidance
Positive Q4 outlook maintained, with continued caution around macroeconomic uncertainties.
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Latest events from SM Investments
- Net income rose 7.7% to P45.9B on P339.2B revenue, with strong segment and margin gains.SM
Q2 2026 - Net income attributable to owners grew 10% to PHP40.2bn on PHP301.4bn revenues, led by banking and property.SMQ2 2024
- Solid 6M 2024 growth, nationwide expansion, and sustainability drive mark a robust outlook.SMInvestor presentation
- Net income grew 9% to P60.9B on P462.5B revenue, led by banking and property gains.SMQ3 2024
- 9M 2024 net income rose 9% as retail, property, and banking segments expanded nationwide.SMInvestor presentation
- Net income attributable to owners grew 9.0% to PHP 20.1B on PHP 152.0B revenues, with special dividends declared.SMQ1 2025
- Net income rose 5.9% to P42.6B on P319.2B revenue, with robust segment growth.SMQ2 2025
- Net income grew 5.8% to P64.4B on P482.3B revenue, driven by retail, property, and banking.SMQ3 2025
- Net income rose 7.3% to PHP 21.5B on PHP 159.4B revenue, with a 31% dividend increase.SMQ1 2026
Next SM Investments earnings date
Q4 20262 Mar, 2027
SM Investments
Next SM Investments earnings date
Q4 20262 Mar, 2027
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