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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Delfi Limited
Delfi Limited (P34) investor relations material
Delfi Limited Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary19 May, 2026
Executive summary
Achieved strong 1Q 2026 performance with Net Sales of US$159.1 million, up 6.2% year-over-year, driven by Own Brands growth despite macroeconomic pressures from the Middle East conflict.
Own Brands sales rose 19.6% year-over-year, led by Indonesia and supported by robust growth in Malaysia and the Philippines.
Agency Brands sales declined due to a strategic account termination, but would have grown 30.4% year-over-year on a comparable basis.
Financial highlights
Net Sales increased 6.2% year-over-year to US$159.1 million; Indonesia sales up 2.5%, Regional Markets up 13.3%.
Gross Profit Margin declined 140 bps year-over-year to 26.6% due to weaker Indonesian Rupiah and higher cocoa costs.
EBITDA slightly decreased to US$16.8 million from US$17.0 million in 1Q 2025.
Net cash from operations reached US$28.7 million; free cash flow was US$24.9 million, down from US$34.4 million in 1Q 2025.
Cash balance rose by US$25.9 million to US$93.8 million at end-March 2026.
Outlook and guidance
Cocoa market volatility and ongoing Middle East conflict expected to pressure operating costs and currencies.
Proactive supply chain management and increased inventory of essential raw materials to mitigate risks.
Continued investment in core brands and product innovation to reinforce market leadership.
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Latest events from Delfi Limited
- Revenue and profit fell on currency weakness and lower Own Brands sales, but cash flow improved.P34
Q2 202413 Apr 2026 - Sales and margins declined, but cash flow improved amid ongoing macroeconomic challenges.P34Q3 202413 Apr 2026
- Net sales and profit declined in FY2024, but operational cash flow and market share improved.P34Q4 202413 Apr 2026
- Resilient sales and strong cash flow offset margin pressures amid industry headwinds.P34Q1 202513 Apr 2026
- Flat revenue, lower profit, and strong cash flow amid high costs and industry headwinds.P34Q2 202513 Apr 2026
- Net sales and cash flow rose, but margins fell amid currency and market headwinds.P34Q3 202513 Apr 2026
- FY2025 saw resilient Own Brands growth and strong cash flow despite flat sales and margin pressure.P34Q4 202513 Apr 2026
Next Delfi Limited earnings date
Q2 20267 Aug, 2026
Delfi Limited
Next Delfi Limited earnings date
Q2 20267 Aug, 2026
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