Investor Presentaiton
NAC
NICKEL ASIA CORP.
FINANCIAL HIGHLIGHTS (1Q'23 VS 1Q'22)
-
Revenue (PHP bn)
"
28.0
■Sale of ore
■Services and others
17.9
21.8
27.4
"
6.5
9.5
EBITDA (PHP bn)
14.4
14.3
D
D
D
B
Net Income (PHP bn)
7.8
7.9
all…. all…....u.
2019
2020
3.8
3.6
2021 2022 1Q23 1Q22
-
2.2
2.2
4.1
2.7
0.97
1.05
2019
2020 2021
2022
1Q23 1Q22
2019
2020 2021
2022 1Q'23 1Q'22
2019
2020
2021
2022
1Q2023
1Q2022
EBITDA margin
Net income margin
Ave. Ni LME price per pound (US$)
Average price in
US$/WMT
36%
43%
53%
51%
54%
60%
15%
19%
29%
28%
24%
29%
6.32
6.25
8.39
11.21
11.79
11.91
Ore Exports
23.52
33.99
40.40
39.39
50.37
47.48
HPAL Deliveries
8.19
8.33
12.03
18.72
18.84
19.58
Ore Exports
16.94%
25.18%
24.11%
18.02%
21.11%
19.69%
Effective Ni Pay factor¹
HPAL Deliveries
8.21%
8.33%
8.81%
9.63%
10.65%
9.48%
Dividend Yield²
2.4%
10.8%
8.2%
7.2%
N/A
N/A
32%
152%
151%
79%
N/A
N/A
Cash dividend payout ratio of PY earnings
Source: Company Data
Ni Pay factor is the ratio of revenue to LME price for each unit of contained nickel sold.
Dividend yield is computed as dividend per share divided by average NIKL price per share
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