Ayala Corporation (AC) Investor presentation summary

Portfolio overview

• Portfolio anchored by core units in property, banking, telecom, and energy, with emerging businesses in healthcare, logistics, and mobility.

• Market cap of $6.3B, with significant stakes in AyalaLand (52.1%), BPI (45.2%), Globe (30.7%), and ACEN (57.9%).

• Strategic investments and divestments over 190 years have driven long-term shareholder value.

2024 performance highlights

• Record core net income of P45bn and surpassed P50bn value realization target.

• BPI achieved all-time high NIAT of P62bn, AyalaLand led industry revenue and NIAT growth, ACEN reached 6.98GW renewable capacity.

• GCash became the country's first pentacorn, contributing 12% to Globe's NIBT.

• ACMobility became the #1 NEV player with 82% market share and 5x volume growth vs industry.

Financial position and capital allocation

• Maintained robust balance sheet with net debt/equity at 0.81 and average cost of debt at 5.33%.

• Group CAPEX up 3% to P230B in 2025, focusing on property, energy, mobility, and logistics.

• Parent CAPEX at P31B, with major investments in ACEN, ACMobility, and logistics expansion.