Universal Corporation · NYSE:UVV
Universal — Q2 2027 Earnings Presentation
10 slides from Universal's earnings presentation, Nov 5, 2026
Slide 1: Second Quarter Results Fiscal Year 2027
Second Quarter Results Fiscal Year 2027 Universal Corporation
Slide 2: Presenters
Presenters Wushuang Ma Preston D. Wigner Steven S. Diel Vice President and Treasurer Chairman, President, and Senior Vice President and Chief Executive Officer Chief Financial Officer 2
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Among other things, these statements relate to Univ
Slide 4: Tobacco: Timing Due to Delayed Oversupply Cycle
Tobacco: Timing Due to Delayed Oversupply Cycle H1 FY2027 H2 FY2027 Slower timing of tobacco shipments Results expected to be heavily within the delayed oversupply cycle. weighted to the second half of year. Encouraged by: Customer Commitments Inventory Position Supports confidence in solid second-
Slide 5: Ingredients: Decisive Actions to Meet Market Challenges
Ingredients: Decisive Actions to Meet Market Challenges Align Business and Leadership Around Fruit, Dry, and Taste 1 Solutions 2 Sharpen Commercial Focus 3 Improve Facility Utilization and Operating Efficiency 5
Slide 6: Segment Financial Results Summary
Segment Financial Results Summary Quarter Ended September 30 YTD September 30 (in $ millions, except per share data) 2026 2025 2026 2025 Tobacco Operations Segment: Sales and Other Operating Revenues $534.3 $659.4 $971.5 $1,164.1 Operating Income $43.9 $65.2 $47.4 $100.9 Ingredients Operations Segme
Slide 7: Consolidated Financial Results Summary
Consolidated Financial Results Summary Quarter Ended September 30 YTD September 30 (in $ millions, except per share data) 2026 2025 2026 2025 Sales and Other Operating Revenue $621.8 $754.2 $1,145.6 $1,347.9 Operating Income $42.6 $67.6 $44.9 $101.5 Net Income Attributable to Universal $12.6 $34.2 $
Slide 8: Confidence Through Market Cycles
Confidence Through Market Cycles Well-Positioned to Deliver H2 FY27 Results Customer Commitments Uncommitted Inventories Shipment Timing Remain in line with FY27 sales plan. Within our target range. Heavily weighted to second-half; consistent with historical seasonality. Resilience Gained Through a
Slide 9: Question and Answers
Question and Answers 44» sa eR Universal
Slide 10: Thank You
Thank You 10