National Foods Limited Investor Briefing Presentation October 2026

Key takeaways

• Consolidated revenue for FY26 grew 14% year-on-year to PKR 74,283 million compared to PKR 65,144 million in FY25.
• Consolidated sales tonnage increased by 8% to 109,524 KGs '000 in FY26 from 101,001 KGs '000 in FY25.
• Consolidated gross profit rose 20% to PKR 19,447 million, with gross margins expanding by 1.9 percentage points to 38%.
• Consolidated operating profit increased by 62% to PKR 6,108 million in FY26 from PKR 3,768 million in FY25.
• Consolidated net profit after tax from continuing operations exceeded 100% growth to PKR 5,917 million, bringing continuing EPS to PKR 25.78.
• Total consolidated net profit, including discontinued operations, reached PKR 25,975 million with a total EPS of PKR 111.42, benefiting from the divestment of A-1 Bags & Supplies Inc.
• Unconsolidated net profit for Pakistan operations rose 78% to PKR 5,655 million with an EPS of PKR 24.26.
• Working capital days in Pakistan improved significantly, dropping to 65 days in FY26 compared to 78 days in FY25.
• Finance costs decreased by 24% to PKR 966 million in FY26 due to leaner working capital and sub-KIBOR facilities.
• The company completed 25 new product launches in FY26, including Chicken Powder which generated over PKR 130 million in its launch year.
• Capital expenditure is planned for ketchup packaging capacity and recipe and ketchup quality upgrades.
• Management aims to deploy A-1 divestment proceeds (net PKR 20.9 billion) into international growth above return hurdles while addressing Shariah compliance gaps regarding treasury investments.