Philippine Seven (SEVN) PSE STAR: Investor Days 2026 summary

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.