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Del Monte Pacific Limited (SG:D03)
SGX:D03
Singapore Market
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Del Monte Pacific (D03) AI Stock Analysis

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SG:D03

Del Monte Pacific

(SGX:D03)

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Neutral 57 (OpenAI - Gpt-5.6Sol)
Rating:57Neutral
Price Target:
S$0.07
▲(15.00% Upside)
Action:Reiterated
Date:09/10/26
The score is held back primarily by financial risk from a weak capital structure (negative equity and high debt) despite improved TTM profitability and positive cash flow. Technicals also remain soft with the stock trading below major moving averages and a negative MACD. Valuation is a key offset, supported by a very low P/E.
Positive Factors
Branded packaged-food portfolio
A portfolio of branded, shelf-stable and ready-to-eat foods can support repeat purchases across retail, foodservice and distribution channels. Recognized product lines and broad consumer availability provide a durable platform for pricing, product extensions and recurring demand over the next several quarters.
Negative Factors
Persistent negative equity and high debt
Persistent negative equity materially reduces financial flexibility and leaves the company more exposed to refinancing and solvency pressures. Debt that exceeds the asset base can constrain investment, increase sensitivity to operating setbacks and limit management’s ability to absorb weaker trading conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Branded packaged-food portfolio
A portfolio of branded, shelf-stable and ready-to-eat foods can support repeat purchases across retail, foodservice and distribution channels. Recognized product lines and broad consumer availability provide a durable platform for pricing, product extensions and recurring demand over the next several quarters.
Read all positive factors

Del Monte Pacific (D03) vs. iShares MSCI Singapore ETF (EWS)

Del Monte Pacific Business Overview & Revenue Model

Company Description
Del Monte Pacific Limited serves as an investment holding company, primarily involved in the production, processing, marketing, and distribution of a diverse range of food, beverage, and associated consumer goods. Its operational footprint spans t...
How the Company Makes Money
Del Monte Pacific makes money primarily by selling branded consumer packaged foods through retail, foodservice, and distribution channels. Its revenue model is centered on (1) branded product sales—selling packaged, shelf-stable and ready-to-eat f...

Del Monte Pacific Earnings Call Summary

Earnings Call Date:Dec 10, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Dec 16, 2026
Earnings Call Sentiment Positive
The earnings call highlighted strong revenue and margin growth, significant increases in EBITDA and net profit, and effective debt reduction. However, there are concerns about cash flow, the impact of the economic slowdown in the Philippines, and a potentially weaker second half. The overall outlook remains positive with strong performance in several key areas.
Positive Updates
Revenue Growth
Revenue grew by 10% in the second quarter, with domestic business increasing by 9.3% and international business by 6.6%. Fresh segment saw a 22.5% growth.
Negative Updates
Cash Flow from Operations
Cash flow from operations was slightly lower than last year, impacted by inventory buildup ahead of the peak season.
Read all updates
Q2-2026 Updates
Negative
Revenue Growth
Revenue grew by 10% in the second quarter, with domestic business increasing by 9.3% and international business by 6.6%. Fresh segment saw a 22.5% growth.
Read all positive updates
Company Guidance
During the Del Monte Pacific results briefing for the second quarter and first half of fiscal year 2026, several key metrics were highlighted. Revenue for the second quarter grew by 10%, with domestic business increasing by 9.3% in local currency and international growth at 6.6%, driven by a 22.5% rise in fresh exports. The company achieved a margin improvement of 660 basis points, reaching 34.2%, supported by increased volume, better pricing, and reduced costs. EBITDA rose by 39.2% to $51.5 million, while net profit increased by $14.5 million compared to the previous year. Net debt decreased by approximately $50 million, resulting in a net debt to EBITDA ratio of 6.1x, which is 2.2x better. Cash flow from operations was robust at $85.9 million for the quarter, despite a slight decline due to inventory buildup. For the first half, turnover rose by 11.3%, with international business also growing by 6.5%. Gross profit and EBITDA showed strong improvements, with EBITDA at $90.7 million, contributing to a significant net profit increase of $22.3 million. The company continues to focus on strategic capital structure improvements, including the potential sale of noncore assets, while maintaining strong interest from investors despite market volatility.

Del Monte Pacific Financial Statement Overview

Summary
Profitability has rebounded on a TTM basis (gross margin ~33.5%, EBIT margin ~16.9%, net margin ~5.8%) and operating/free cash flow are positive (OCF ~156M; FCF ~114M). However, the balance sheet is a major constraint with persistent negative equity and high debt (~1.03B) relative to assets (~0.76B), and cash flow has been historically volatile with TTM FCF down ~25.7%.
Income Statement
66
Positive
Balance Sheet
18
Very Negative
Cash Flow
49
Neutral
BreakdownTTMApr 2026Jul 2025Apr 2024Apr 2023Apr 2022
Income Statement
Total Revenue914.47M896.13M789.46M710.81M2.42B2.34B
Gross Profit306.26M297.65M223.97M172.15M606.99M622.66M
EBITDA334.94M328.27M278.62M273.09M367.89M444.79M
Net Income53.02M48.41M-834.39M-129.16M16.95M100.03M
Balance Sheet
Total Assets760.79M749.44M2.26B3.11B3.14B2.58B
Cash, Cash Equivalents and Short-Term Investments4.00M8.05M11.13M13.12M19.85M23.14M
Total Debt1.03B1.04B1.10B2.39B2.38B1.70B
Total Liabilities1.34B1.34B2.88B2.86B2.75B2.09B
Stockholders Equity-671.48M-683.16M-694.46M129.85M318.82M425.57M
Cash Flow
Free Cash Flow113.65M111.84M276.75M146.79M-312.45M78.08M
Operating Cash Flow156.42M285.96M464.67M334.39M-2.76M280.74M
Investing Cash Flow-14.28M-158.67M-134.19M-181.49M-309.31M-202.85M
Financing Cash Flow-105.93M-120.87M-329.85M-161.98M313.98M-78.48M

Del Monte Pacific Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.06
Price Trends
50DMA
0.07
Negative
100DMA
0.08
Negative
200DMA
0.09
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
54.40
Neutral
STOCH
4.17
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SG:D03, the sentiment is Positive. The current price of 0.06 is below the 20-day moving average (MA) of 0.07, below the 50-day MA of 0.07, and below the 200-day MA of 0.09, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 54.40 is Neutral, neither overbought nor oversold. The STOCH value of 4.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SG:D03.

Del Monte Pacific Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
S$2.04B14.604.55%3.93%-2.52%-6.24%
65
Neutral
S$1.37B16.0819.74%5.48%14.02%146.88%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
57
Neutral
S$136.08M2.00-7.79%0.91%-49.36%
51
Neutral
S$397.68M11.173.07%2.87%-4.09%-53.42%
48
Neutral
S$22.97B12.596.47%4.07%6.32%16.58%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SG:D03
Del Monte Pacific
0.07
-0.03
-27.84%
SG:F99
Fraser & Neave
1.40
-0.02
-1.20%
SG:F34
Wilmar International
3.68
0.89
32.04%
SG:MV4
Mewah International Inc.
0.27
-0.04
-11.96%
SG:Y03
Yeo Hiap Seng Ltd
0.56
-0.04
-6.09%
SG:F03
Food Empire Holdings Limited
2.10
-0.03
-1.22%

Del Monte Pacific Corporate Events

Del Monte Pacific Seeks More Time for FY2026 AGM and Reports
Sep 1, 2026
Del Monte Pacific Limited has informed shareholders that it is in discussions with regulators in Singapore and the Philippines regarding an extension of time to convene its annual general meeting for the financial year ended 30 April 2026. The com...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 10, 2026