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
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