Universal Entertainment (6425) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
14 Oct, 2026VIP 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.
Latest events from Universal Entertainment
- 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