Masan Group Corporation · HOSE:MSN
Masan — October 2025 Earnings Presentation
6 slides from Masan's earnings presentation, Nov 13, 2025
Slide 1: WinCommerce: Business Results Update for Oct 2025
WinCommerce: Business Results Update for Oct 2025 11/2025 1
Slide 2: WinCommerce's Business Results in October
WinCommerce’s Business Results in October Net revenue (VNDbn & YoY %) New store opening (“NSO”) in October (vs. Sep) ▲24.7% 3,458 153 2,774 790 ▲10.7% (Minimart Urban) 37 758 stores, 1,735 stores, ▼1 store(s) ▲12 store(s) 713 (Supermarket) 871 ▲47.0% 4,357 stores 593 (Minimart Rural) ▲65 NSO 995 ▲15
Slide 3: Total Number of WCM Stores Nationwide
Total Number of WCM Stores Nationwide Store density1 as of October 2025 Northern region 2,269 ▲253 Store count NSO in the First 10 Months of 2025 Central region 0 store <50 stores 1,028 ▲261 Hoàng Sa Archipelago 51 – 499 stores >500 stores Store count NSO in the First 10 Months of 2025 Southern regi
Slide 4: WCM 2025 Business Plan Progress Tracking
WCM 2025 Business Plan Progress Tracking Business plan 2025 First 10 months of 2025 October 2025 Status Base – High case (10M2025) WCM NSO 400 – 700 5291 65 On track Revenue 8% - 12% 17.4% 24.7% Outperform Performance Highlights: ▪ Net revenue in the first 10 months of 2025 reached VND 31.9 trillion
Slide 5: Disclaimer
Disclaimer This Presentation has been prepared by Masan Group Corporation and/or its affiliated companies (collectively, “MSN”; together with any officer, director, employee, advisor or agent of MSN, collectively, the “Preparers”) for the purpose of setting out certain information in respect of MSN’
Slide 6: Thank you
Thank you 6