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Showing posts with the label $RFM

Joey Con’s RFM dilemma: reinvest for growth or pay out more?

On the surface, RFM still looks like the sort of company income investors are meant to love. In 2025, the group lifted revenue to ₱22.33 billion , up 3% from 2024, while operating income rose 8% to about ₱1.89 billion , net income climbed 14% to ₱1.62 billion , and EBITDA improved to about ₱2.69 billion . Liquidity also appeared comfortable, with the current ratio improving to 1.32x from 1.27x . At the parent-company level—the level that matters most for dividend declarations—sales rose to ₱15.23 billion , while net income increased to ₱1.75 billion and earnings per share improved to ₱0.52 from ₱0.46 . The board has rewarded shareholders accordingly. RFM declared ₱1.5 billion in cash dividends in 2025 , up from ₱1.3 billion in 2024 and ₱850 million in 2023 , maintaining a pattern of regular payouts through the year. At the parent-company level, that amounted to a payout of roughly 85%–86% of net income ; on some consolidated summaries in the annual report, the effective payout looke...