First Pacific Co. Ltd. · HKEX:142

First Pacific — Shareholder Meeting (May 2014)

11 slides from First Pacific's shareholder meeting presentation, May 28, 2014

  1. Slide 1: First Pacific AGM Presentation, May 28, 2014

    Copyright © First Pacific Company Limited May 28, 2014. All rights reserved.

  2. Slide 2: Rights Issue, Additional Investments and Value of Assets

    Rights Issue Value of Assets (USD mln) On 10 July 2013, First Pacific completed a rights offering on the 10,000 basis of one rights share for every eight existing shares at a price 8,025 of HK$8.1 (US$1.04) per rights share. The offering raised over 8,000 US$500 million (before expenses) to finance

  3. Slide 3: Financial results for the year ended December 31, 2013

    For the year ended December 31 2013 2012 Change (US$m) (Restated) Recurring profit 327.1 358.0 -8.6% Profit contribution from operations 467.2 460.8 +1.4% Foreign exchange and derivative (losses)/gains (56.3) 1.8 - Non-recurring losses (34.5) (6.4) +439.1% Profit attributable to owners of the parent

  4. Slide 4: Recurring Profit, Contribution and Dividend Income

     Recurring Profit US$327.1 mln -8.6% Contribution & Recurring Profit (US$ mln) 600  Reported Profit US$235.3 mln -33.4%  Contribution US$467.2 mln +1.4% 400 200 Contribution (US$ mln) 0 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2012 2012 Change -200 PLDT 209.9 195.0 +7.6% PLDT Philex

  5. Slide 5: PLDT Earnings Highlights

    Earnings Highlights Revenues & Core Income (USD mln) 5,000  1Q 2014 revenues rise 3% to ₱41.2 billion as 3,796 3,847 surging data revenues offset decline in legacy 4,000 3,338 3,467 3,561 2,954 3,197 revenue sources 3,000 2,201 2,446  Core income up 2% to ₱9.8 billion on 2,000 stronger service rev

  6. Slide 6: MPIC 1Q 2014 Earnings Highlights

    1Q 2014 Earnings Highlights Revenues & Core Income (USD mln) 800  Core income rose 15% in Peso terms to ₱2.24 724 700 661 billion vs. ₱1.95 billion on contribution growth by all four operating sectors 600 510  Toll roads boosted by higher vehicle entries, higher 500 412 shareholding in Manila Nort

  7. Slide 7: Indofood 1Q 2014 Earnings

    1Q 2014 Earnings Revenues & Core Income (USD mln)  Revenues up 27% to Rp16.4 trillion vs. Rp12.9 trillion on higher 7,000 1,400 sales in nearly every business, inclusion of China Minzhong and 6,000 5,476 1,200 launch of beverage sales 5,174 5,330 5,000 4,228 1,000  Core income rose 24% in Rupiah t

  8. Slide 8: Philex 1Q 2014 Earnings Highlights

    1Q 2014 Earnings Highlights Revenues & Core Income (USD mln)  Revenues triples to $64.8 million on increase of 400 373 operating days to 90 from 24 a year earlier, offsetting 266 297 sharply lower gold and copper prices 300 245 218 217 189  Core income nearly doubles to $6.2 million as a 200 129 r

  9. Slide 9: Goodman Fielder: Turnaround and Growth Story

    Turnaround and Growth Story Historical Earnings (USD mln)  Goodman Fielder Board unanimously backs A$0.70 offer by 3,000 2,410 2,531 2,591 First Pacific and Wilmar, valuing the company at US$1.29 2,500 2,333 2,273 2,079 billion, or US$1.82 billion enterprise valuation including debt 2,000 1,911  D

  10. Slide 10: First Pacific and Investee Company Goals

    First Pacific Goals  Utilizing funds raised in 2013, conclude an acquisition offering a strong return  Guide all investee companies to continued earnings growth  Fully integrate new investments into the Group’s portfolio  Support Philex to obtain a permanent lifting of the suspension order on Pa

  11. Slide 11: First Pacific Company Limited contact details

    First Pacific Company Limited 24th Floor, Two Exchange Square 8 Connaught Place, Central Hong Kong Tel: +852 2842 4374 [email protected] www.firstpacific.com

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