Investor Relations Highlights slide image

Investor Relations Highlights

OEM Exports Revenue 9M Revenue Growth 21% -2% Consolidated OEM Exports USD 2000 1500 1000 Monthly Skipjack Tuna Prices with 3-month delay OEM Performance Drivers 500 Jun-19 Sep-19 Dec-19 Mar-20 Jun-20 Current Skipjack Tuna Price per Ton* Tuna OEM volumes affected by (1) reallocation of capacity to branded and (2) weak foodservice demand globally Flattish revenues also driven by pass-on of softer commodity prices and stronger peso OEM business still a consistent profit driver Sluggish tuna OEM top line partially offset by accelerating demand for coconut • Strong offtake for high-value coconut products as consumers worldwide prioritize health and wellness; Capacity expansion ongoing *Source: http://investor.thaiunion.com/raw_material.html 35
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