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Universal Entertainment (6425) investor relations material
Universal Entertainment Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.VIP and mass gaming
FY26 Q3 VIP rolling chip volume was PHP29,405m vs PHP40,694m YoY; VIP win was PHP1,147m vs PHP1,459m, with a 3.9% win rate vs 3.6%.
FY26 9M VIP rolling chip volume was PHP127,651m vs PHP146,194m; VIP win was PHP3,586m vs PHP5,523m, with a 2.8% win rate vs 3.8%.
FY26 Q3 mass table drop was PHP9,005m vs PHP8,546m; live table win was PHP2,943m vs PHP2,468m, with a 32.2% win rate vs 28.4%.
FY26 9M mass table drop was PHP23,800m vs PHP26,494m; live table win was PHP7,365m vs PHP7,445m, with a 30.5% win rate vs 27.7%.
FY26 9M mass online table volume was PHP4,909m vs PHP4,821m; online table win was PHP147m vs PHP136m, with a 3.0% win rate vs 2.8%.
Gaming machines
FY26 Q3 gaming machine handle was PHP56,059m vs PHP53,101m YoY; machine win was PHP2,883m vs PHP3,004m, and win rate was 5.1% vs 5.7%.
FY26 9M gaming machine handle was PHP153,174m vs PHP148,127m; machine win was PHP8,463m vs PHP8,776m, and win rate was 5.5% vs 5.9%.
Hotel and visitor trends
FY26 Q3 hotel occupancy was 95.0% vs 86.9% YoY; ADR was PHP9,473 vs PHP9,924, while RevPAR increased to PHP9,000 from PHP8,623.
FY26 9M occupancy was 90.2% vs 85.2%; ADR was PHP9,888 vs PHP10,028, while RevPAR increased to PHP8,917 from PHP8,544.
Property visitors rose to 1,453,393 in FY26 Q3 from 1,300,549, and to 4,332,271 in FY26 9M from 4,109,662.
- Strong Amusement Equipment growth offsets IR Business challenges; outlook remains positive.6425
Q2 2026 - Operating profit rebounded on strong smart Pachislot sales, offsetting resort market headwinds.6425
Q1 2026 - Record net loss from OKADA MANILA impairment; Amusement Equipments up, no dividends planned.6425
Q4 2025 - Amusement Equipments growth offset by Integrated Resort declines; losses persist, outlook revised.6425
Q3 2025 - Significant net loss from forex losses and weak resort results, offset by strong amusement sales.6425
Q2 2025 - Sharp declines in sales and profit led to a net loss of ¥19.5 billion and revised forecasts.6425
Q3 2024 - Sharp profit decline and new financing moves mark a challenging first half of 2024.6425
Q2 2024 - Steep losses and sales declines were reported, but a strong recovery is forecast for 2025.6425
Q1 2025 - Sharp losses in FY2024, but a strong recovery is forecast for the next year.6425
Q4 2024
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