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First Pacific

First Pacific Company Limited is a Hong Kong-based and with principal investments and operations located in , primarily focused on consumer food products, , , and natural resources in emerging Asian economies. Founded in May 1981 as First Pacific Finance Limited, a small provider with initial capital of HK$7 million (approximately ), the company has evolved into a diversified listed on the under stock code 142 and traded as American Depositary Receipts (ADRs) under the symbol FPAFY. Incorporated in in May 1988 as a limited liability company, it maintains its head office in Central, Hong Kong, and emphasizes value-oriented investments in undervalued assets while adhering to environmental, social, and governance (ESG) standards. The company's portfolio is anchored by several flagship investments that drive its performance across key sectors. In consumer food products, First Pacific holds a 50.1% economic interest in PT Indofood Sukses Makmur Tbk ("Indofood"), Indonesia's largest food company and a major producer of instant noodles under the Indomie brand, alongside interests in Indofood CBP Sukses Makmur Tbk (40.3%) and PT Indofood Fritolay Makmur (40.3%). In telecommunications, it owns a 25.6% stake in PLDT Inc., the leading provider in the Philippines, serving millions of mobile, broadband, and enterprise customers. The infrastructure segment features a 49.9% interest in Metro Pacific Investments Corporation (MPIC), a major Philippine conglomerate involved in toll roads, water utilities, hospitals, and logistics, including recent expansions like a 22.9% acquisition in PT Jasamarga Trans Jawa Tol in 2024. In natural resources, First Pacific's holdings include a 31.2% stake in Philex Mining Corporation, one of the ' largest copper-gold producers, and a 34.8% interest in PXP Energy Corporation, focused on oil and gas exploration. Additionally, through FPM Power Limited, the company invests in infrastructure, such as the 830 MW PacificLight plant in , a liquefied natural gas (LNG)-fired facility providing sustainable electricity to the grid; in January 2025, PacificLight was awarded rights to build a new 600 MW hydrogen-ready combined cycle gas turbine plant on , scheduled to commence operations in 2029. Led by Chairman Anthoni Salim, who also heads the and has overseen the company's strategic direction since its early days, First Pacific reported record-high earnings for the fifth consecutive year in the first half of 2025, with recurring profit up 11% to over US$375 million, reflecting resilient performance amid economic challenges in its core markets.

Overview

Founding and Operations

First Pacific was incorporated on May 6, 1981, as Overseas Union Finance Limited, a deposit-taking financial services company (also known as a finance house) in Hong Kong, with an initial capital of HK$7 million (equivalent to approximately US$0.9 million). The company commenced operations with a staff of six in a modest 50-square-meter office located in Central, Hong Kong. Over the ensuing decades, it underwent a strategic evolution from its roots as a small finance house into an investment holding company, concentrating its operations on long-term investments in the Asia-Pacific region, particularly in telecommunications, consumer products (such as food manufacturing), and infrastructure sectors. This shift positioned First Pacific as a diversified holding entity emphasizing value creation through strategic stakes in established businesses across these industries. The company's headquarters remain in , at 24/F, Two Exchange Square, 8 Connaught Place. First Pacific has been publicly listed on the Main Board of The of Hong Kong Limited (SEHK: 142) since September 12, 1988. As of December 31, 2024, First Pacific reported total assets of US$28.7 billion, reflecting its scale as a regional player. It functions as a key vehicle aligned with the Salim Group, which holds a significant ownership stake and guides its emphasis on sustainable, long-term growth in markets; this connection traces back to founder Liem Sioe Liong's broader interests.

Corporate Governance

First Pacific operates as an headquartered in , with its principal investments in consumer food products, , infrastructure, and natural resources across emerging Asian markets. Its subsidiaries and joint ventures, such as PT Indofood Sukses Makmur Tbk and Metro Pacific Investments Corporation, are managed autonomously, while the parent company provides strategic direction, oversight of business plans, and performance targets. The company adheres to the (HKEX) Main Board Listing Rules and the Code as specified in Appendix C1, having developed an internal Code of Practices in alignment with these requirements. The comprises 10 members, including five independent non-executive directors, three non-executive directors, and two executive directors, and convenes at least five times annually to oversee strategic and governance matters. Supporting the board are specialized committees, such as the and Committee, Committee, Committee, Committee, and Finance Committee, each with defined memberships and responsibilities. First Pacific emphasizes ethical standards through its , Anti-Bribery and Corruption Policy, and Policy, maintaining a zero-tolerance stance on with no reported incidents in 2024 and mandatory training for employees. is embedded in the governance framework via the and Committee, which utilizes a matrix to evaluate and mitigate key risks, including (ESG) factors as well as cybersecurity threats, through semi-annual reviews. forms a core component, with annual ESG reports prepared in compliance with the HKEX ESG Reporting Code, (GRI) Standards, and principles, undergoing external assurance by firms such as and SGS. A significant governance milestone for First Pacific was its inclusion in the in July 1996, reflecting its growing prominence in the market at the time. The Salim family, holding a substantial stake through Anthoni Salim's approximately 45% interest, exerts influence on key strategic decisions.

History

Establishment and Early Expansion (1981–1990)

First Pacific was founded in 1981 in as First Pacific Finance Limited, a company established by Indonesian businessman Liem Sioe Liong, the founder of the conglomerate. The company targeted regional investment opportunities in the , leveraging the era's expanding financial markets to build a portfolio centered on banking and finance. This founding aligned with 's economic boom in the , during which the territory's GDP grew at an average annual rate of over 7 percent, driven by robust expansion in and . In 1982, First Pacific made its first major banking acquisition by purchasing The Bank, a San Francisco-based institution with significant assets, for approximately $56 million. Under First Pacific's ownership, turned profitable by 1983 after addressing prior losses, reflecting the company's strategy to revitalize underperforming financial assets amid the U.S. banking sector's recovery. The acquisition exemplified First Pacific's early expansion into international banking, capitalizing on Hong Kong's role as a gateway for Asian capital into global markets. First Pacific sold in 1988 to Security Pacific Corporation, realizing a profit from the turnaround. The company continued its banking focus in 1987 by acquiring Hong Nin Bank Limited, a Hong Kong-based savings institution, which strengthened its local presence in the territory's burgeoning financial sector. This takeover was part of First Pacific's efforts to consolidate operations in , where deregulated banking and low taxes fueled a surge in deposits and lending during the decade. By 1989, First Pacific diversified slightly into pharmaceuticals through an investment in Darya-Varia Laboratoria, Indonesia's second-largest drug distributor, marking an initial foray beyond pure finance while maintaining ties to regional opportunities. These moves positioned First Pacific as a nimble player in the 1980s Asian financial landscape.

Restructuring During Asian Financial Crisis (1991–2000)

As the Asian financial crisis unfolded in 1997, First Pacific faced significant pressure from a sharp decline in its , which dropped by 63% that year, prompting urgent measures to stabilize its finances. The company initiated a comprehensive restructuring program, including substantial asset sales totaling approximately US$2 billion, aimed at reducing and generating for strategic investments. This was part of a broader US$2 billion disposal and US$1 billion investment program announced in early 1998, which helped alleviate financial strain amid regional currency devaluations and economic contraction. A key component of the asset sales was the divestiture of non-core holdings, such as Tech Pacific, its technology distribution arm, sold in 1997 to Hagemeyer for US$250 million, along with Pacific Link and the consumer finance unit of First Pacific Bank. These transactions, completed in the latter half of 1997 and early 1998, provided critical cash inflows to fund debt repayment and pivot toward more resilient sectors. Additionally, in 1998, First Pacific recorded non-cash asset impairment provisions of US$1.7 billion to align its with post-crisis valuations, further supporting operational stability without immediate liquidity impacts. Preceding the crisis, First Pacific achieved a notable milestone in June 1996 when it was added to the , enhancing its market visibility and investor appeal in . To capitalize on the crisis-induced opportunities, the company made pivotal acquisitions in and consumer goods. In November 1998, First Pacific acquired a controlling 17.5% stake in Philippine Long Distance Telephone Company (PLDT) for US$749 million, marking its entry into the telecommunications sector. Simultaneously, in 1999, First Pacific acquired a 40% stake in Sukses Makmur, Indonesia's leading instant noodle producer, for US$650 million, following the termination of a prior joint acquisition agreement with , diversifying into stable consumer food and markets. These moves, finalized amid economic turmoil, positioned First Pacific for recovery by focusing on less vulnerable to cyclical downturns.

Post-Crisis Growth and Diversification (2001–Present)

Following the Asian Financial Crisis, First Pacific undertook significant divestitures in the early 2000s to streamline its portfolio amid regulatory scrutiny and market challenges, including the sale of its wholly-owned subsidiary First Pacific Bank to in November 2000 for approximately HK$3.27 billion, which allowed the company to reduce debt and refocus on core Asian investments. Similarly, in December 2001, First Pacific divested its 89.5% stake in pharmaceutical distributor Darya-Varia Laboratoria to Far East Drug, a unit of United Laboratories, for US$35 million, citing strategic refocusing and debt repayment as key motivations. These moves marked a pivotal shift toward a more diversified, investment-oriented structure, building on foundational acquisitions like from the crisis era. In the 2000s, First Pacific expanded its presence in Philippine through the establishment of Metro Pacific Investments Corporation (MPIC) in 2006 as a dedicated investment vehicle, enabling targeted growth in utilities, toll roads, and power sectors. MPIC's listing on the that year facilitated capital raising for infrastructure projects, including distribution via and toll road operations under Metro Pacific Tollways Corporation (MPTC), positioning First Pacific as a key player in Southeast Asian public-private partnerships. During the 2010s, First Pacific deepened its integration with , its flagship holding, by leveraging synergies in network expansion and digital services to drive sector growth. This period saw PLDT's data center arm, ePLDT (later rebranded as ), achieve significant expansion, with revenues from data center operations growing over 50% in some years due to increased co-location demand and BPO support, solidifying First Pacific's stake in the region's digital infrastructure boom. In 2024, MPTC, a subsidiary of MPIC, acquired a 22.9% effective stake in PT Jasamarga Trans Jawa Tol, Indonesia's largest operator spanning 13 concessions across , as part of a deal valued at approximately $1 billion to enhance regional connectivity and support First Pacific's infrastructure diversification. By 2025, key milestones underscored ongoing growth, including PLDT's inauguration of the VITRO Sta. Rosa in , —the country's first AI-ready hyperscale facility with 50MW capacity designed for and GPU workloads. Additionally, in January, PacificLight Power—a under First Pacific's Meralco PowerGen Corporation—received the award from Singapore's Energy Market Authority to develop a 600MW hydrogen-ready combined cycle plant on , set for operation by 2029 to advance sustainable energy transitions.

Leadership

Key Executives

Anthoni Salim (born October 25, 1949) has served as Chairman of First Pacific since June 2003, succeeding the company's co-founder Liem Sioe Liong (also known as ) in leading the firm's strategic direction while maintaining strong ties to the broader conglomerate. Salim holds a diploma from Ewell County Technical College in , England, and concurrently serves as President and CEO of the , as well as President Director of key affiliates like PT Indofood Sukses Makmur Tbk. His tenure has emphasized diversified investments across consumer goods and infrastructure, leveraging the 's Indonesian roots to support First Pacific's regional expansion. Manuel V. Pangilinan (born July 14, 1946) has been the Managing Director and Chief Executive Officer of First Pacific since 2003, a role he assumed after co-founding the company in 1981; he holds a BA in Economics from and an MBA from the . Pangilinan oversees the company's Philippine-centric operations, particularly through major holdings in Inc. and Corporation (MPIC), where he drives strategic growth in and . A key achievement under his leadership includes spearheading 's , integrating AI, , and initiatives to enhance connectivity and position the firm as a "mega utility" for essential services. The executive team is complemented by other senior leaders with expertise in and operations. Joseph H.P. Ng, aged 62, has been and Associate since August 2022, having joined First Pacific in 1988 with an MBA and Professional Diploma in Accountancy from ; his background includes progressive roles within the company, focusing on capital and . Christopher H. Young, aged 67, serves as since August 2017, bringing a MA in Economics from University and prior experience as the company's from 2015 to 2022, along with advisory work at PricewaterhouseCoopers. These executives, with their combined decades of experience in and telecommunications, support Pangilinan's vision for sustainable growth across First Pacific's portfolio.

Major Shareholders and Board

First Pacific Company Limited is controlled by the , an , primarily through the substantial shareholding of its key figure, Anthoni , who holds approximately 45.25% of the company's as of December 31, 2024. This stake, comprising 1,925,474,957 shares, underscores the family's dominant influence on strategic decisions. The remaining ownership is distributed among institutional investors and the , with the company listed on the (HKSE: 142). Notable institutional holders include Brandes Investment Partners LP, which owns about 7.002% or 297,949,579 shares, alongside smaller stakes from entities like Total International Stock at around 0.78%. The represents roughly 55% of the total 4.25 billion outstanding shares, enabling broader market participation while maintaining the Group's control. The consists of 10 members, blending family representatives, executives, and independent experts to guide the company's investment strategy across . Anthoni serves as Non-executive Chairman, providing oversight from the controlling perspective. Executive Directors include Manuel V. Pangilinan as Managing Director and , and Christopher H. Young. Non-executive Directors comprise Axton , representing family interests, and Benny S. Santoso. The majority are Independent Non-executive Directors, including Prof. Edward K.Y. Chen, GBS, CBE, JP; Margaret Leung Ko May Yee, , JP; Philip Fan Yan Hok; Madeleine Lee Suh Shin; and Blair Chilton Pickerell, ensuring balanced governance with expertise in , , and . This composition, updated as of June 18, 2025, supports the executive team's reporting on operational and investment matters. Key board committees handle specialized oversight functions to align with corporate objectives. The Audit and Risk Management Committee, chaired by Madeleine Lee Suh Shin, includes Prof. Edward K.Y. Chen and Margaret Leung Ko May Yee, focusing on financial reporting and risk assessment. The Remuneration Committee, chaired by Prof. Edward K.Y. Chen, comprises Anthoni Salim and Philip Fan Yan Hok, responsible for executive compensation policies. The Nomination Committee, chaired by Philip Fan Yan Hok with members Anthoni Salim, Manuel V. Pangilinan, Prof. Edward K.Y. Chen, and Madeleine Lee Suh Shin, manages director appointments and board succession to maintain diversity and independence. These committees, established under Hong Kong listing rules, enhance transparency and accountability in the company's governance framework.

Current Investments

Telecommunications

First Pacific holds an economic interest of approximately 25.6% in Inc., the largest fully integrated company in the . This stake, first acquired in 1998, positions as a cornerstone of First Pacific's portfolio in the sector. provides a comprehensive range of services, including mobile communications through its subsidiary , broadband internet via Home, and enterprise solutions tailored for businesses. As of June 2025, and its affiliate served over 59 million mobile subscribers, underscoring 's dominant market position in wireless services. Key assets bolstering PLDT's infrastructure include the VITRO data center division, which operates AI-ready facilities to support growing digital demands. A flagship development was the inauguration of the VITRO Sta. Rosa data center in April 2025, marking the Philippines' first hyperscale, GPU-powered site with 50MW capacity on a five-hectare campus in Laguna. Complementing this are PLDT's extensive fiber optic networks, which have seen significant expansions in 2025, such as the Asia Direct Cable becoming ready-for-service in the first quarter, boosting international capacity by over 100Tbps to enhance connectivity for hyperscalers and multinational enterprises. Fiber infrastructure now drives 97% of PLDT Home's revenues, with fiber-only service income rising 7% year-on-year to ₱29.5 billion in the first half of 2025, reflecting robust consumer broadband adoption. In 2025, advanced its innovations through events like Tech Week PH, a multi-city initiative by Enterprise held in Davao, Cebu, and to showcase , big data analytics, and digital infrastructure solutions for regional businesses. The company also accelerated 5G deployments, introducing Mobile Private Networks for industries to enable and high-reliability connectivity, while emphasizing the synergy between and to redefine services. These efforts target both consumer growth in high-speed mobile and broadband, as well as enterprise expansion in digital services like cloud modernization and satellite integration with . PLDT remains First Pacific's dominant revenue contributor, with its share of recurring profit reaching in the first half of 2025, a 1% increase from the prior year, driven by strong demand in consumer and segments. This performance highlights PLDT's role in fueling First Pacific's overall growth, accounting for a significant portion of the group's recurring profit for the period.

Consumer Food and Nutrition

First Pacific holds a of approximately 50.1% in PT Indofood Sukses Makmur Tbk (), Indonesia's largest processed food company, through its subsidiary First Pacific Limited. This investment, acquired during the 1998 Asian financial crisis, positions First Pacific as a key stakeholder in one of Southeast Asia's dominant consumer staples firms. Indofood operates across the entire , from and raw material production to branded consumer products, enabling efficient control over supply and distribution. Indofood's consumer branded products division, managed through its subsidiary PT Indofood CBP Sukses Makmur Tbk, focuses on instant noodles, dairy, snacks, and beverages, serving diverse nutritional needs. The flagship Indomie instant noodle brand leads the global market, recognized as the most chosen instant noodle worldwide based on consumer reach points in the 2024 Kantar Brand Footprint Report, with over 72.9% market share in Indonesia. Complementary offerings include dairy products like Indomilk and Cap Enaak, which provide fortified milk options for children and families, and snacks such as Chitato potato chips and Qtela cassava-based varieties, emphasizing accessible, everyday nutrition. The company's integrated operations span in —producing , flour, and other staples—to and retail distribution, ensuring product freshness and cost efficiency across and export markets in over 80 countries. prioritizes nutrition through initiatives like the Posyandu program, which promotes balanced diets and combats stunting in communities, while integrating via responsible sourcing policies that diversify suppliers and reduce environmental impact in and . As a market leader in Southeast Asia's consumer staples sector, Indofood commands strong pricing power and , particularly in and , driving resilient demand amid economic fluctuations. Its diversified portfolio and have solidified its position as Indonesia's premier food producer, contributing significantly to First Pacific's portfolio stability.

Infrastructure Development

First Pacific's infrastructure investments are primarily channeled through its majority-owned subsidiary, Corporation (MPIC), which was established in 2006 as a holding company focused on essential services in the . MPIC was delisted from the in 2025. MPIC's portfolio emphasizes toll roads, water utilities, and power distribution, supporting the country's through large-scale projects. A key component of MPIC's operations is its toll road business, managed by subsidiary Metro Pacific Tollways Corporation (), the largest expressway operator in the with over 400 kilometers of roads, including the and Cavite-Tagaytay-Batangas Expressway. operates under public-private partnership () frameworks with the Philippine government, enabling efficient management and expansion of vital transport links. In water utilities, MPIC holds a significant stake in , Inc., which provides distribution, sanitation, and sewerage services to over 9 million customers in the west zone of under a 25-year concession agreement extended through PPP arrangements. This subsidiary prioritizes sustainable water management, including initiatives to reduce and enhance supply resilience amid climate challenges. In the power sector, MPIC's investments include a substantial ownership in Manila Electric Company (Meralco), the ' largest electricity distributor serving more than 7 million customers across a 9,685-square-kilometer area, with expansions into generation through subsidiaries like PowerGen Corporation. These assets focus on reliable and delivery, incorporating renewable integration and grid modernization to meet growing demand while aligning with environmental standards. Recent expansions highlight First Pacific's regional ambitions in sustainable infrastructure. In 2024, , in with Singapore's GIC, acquired a 35% stake in PT Jasamarga Transjawa Tol, a 676-kilometer network of 13 s across , , for approximately USD 1 billion, with MPTC holding 24.5% of that interest, marking a major step in connectivity via cross-border PPPs. Additionally, MPTC committed PHP 80 billion (about USD 1.43 billion) to develop a 21-kilometer elevated in , enhancing urban mobility with eco-friendly design elements. In power, First Pacific's affiliate PacificLight Power Pte. Ltd. () was awarded in January 2025 the right to build and operate a 670-megawatt hydrogen-ready combined cycle (CCGT) plant on , —the largest of its kind there—set for commercial operations in 2029, emphasizing low-carbon transition through advanced fuel flexibility. These initiatives underscore First Pacific's commitment to sustainable infrastructure, leveraging PPPs to address environmental risks and promote long-term resilience.

Other Holdings

First Pacific maintains a significant stake in Philex Mining Corporation, holding an effective economic interest of 31.2% as of June 2025, positioning it as a key investor in this major Philippine producer of and concentrates. Philex operates the Padcal mine and is advancing the Silangan copper-gold project, expected to commence initial production by March 2026, which underscores First Pacific's exposure to the extractive mining sector in . This investment contributed approximately $480 million to First Pacific's gross asset value in mid-2025, representing about 8% of its total portfolio. In the energy sector, First Pacific holds a 34.8% effective economic interest in PXP Energy Corporation, focusing on upstream and gas exploration and production in the . PXP's portfolio includes interests in service contracts for offshore and onshore blocks, with ongoing efforts to invest in producing s amid the nearing expiry of the Galoc contract in December 2025. This stake, valued at $22 million in gross asset terms as of June 2025, provides First Pacific with targeted exposure to resources. Beyond natural resources, First Pacific has minor holdings in through its investments in the region, notably an indirect stake in Maya Bank via PLDT's 38% ownership of the platform, which achieved profitability in the first half of 2025. These positions, including opportunities in emerging markets like in the , complement First Pacific's broader portfolio. The strategic rationale for these other holdings emphasizes diversification into natural resources, aiming to balance risks across sectors and capture long-term value from commodity-driven growth in economies. This approach also fosters energy-related synergies with assets, enhancing overall portfolio resilience.

Former Businesses

Banking Ventures

First Pacific's entry into banking was rooted in its 1981 founding as a firm in , initially focused on deposit-taking and investment activities. The company's banking operations expanded rapidly in the through strategic acquisitions aimed at building a presence in both Asian and U.S. markets. In 1982, First Pacific acquired an 80% stake in Bancshares Corp., the for Hibernia Bank, a San Francisco-based institution with 35 branches serving retail and commercial clients in . This marked the company's initial foray into U.S. banking, where Hibernia provided deposit, lending, and payment services primarily to small businesses and individual customers. However, facing intense competition and operational challenges in the deregulated U.S. banking environment, First Pacific divested Hibernia in 1988 to Security Pacific Corp. for an undisclosed amount, allowing the company to refocus resources on its core Asian operations. Concurrently, First Pacific built its banking footprint starting with an investment in Hong Nin Savings Bank in the mid-1980s, a government-linked offering savings and products to local depositors. In 1992, the company acquired Far East Bank, a mid-sized lender with a network of branches in , and merged it with Hong Nin Savings Bank to form First Pacific Bank Limited. The newly created entity was listed on the and operated around 24 branches, providing comprehensive services such as deposits, mortgages, personal s, and corporate financing, alongside commercial banking for . By the late 1990s, First Pacific Bank had grown to manage total assets of approximately HK$22 billion, establishing First Pacific as a notable player in 's competitive financial sector. The Asian financial crisis of 1997–1998, coupled with evolving regulatory requirements from the , prompted a strategic reassessment of First Pacific's banking exposure. In November 2000, the company announced the sale of its in First Pacific Bank Holding Company Limited—the parent of First Pacific Bank—to The Limited for HK$3.50 per share, valuing the transaction at HK$4.368 billion and yielding First Pacific approximately US$231 million in proceeds. This divestiture, completed in early 2001 subject to regulatory approvals, allowed First Pacific to exit banking entirely, repay associated debts, and redirect capital toward higher-growth sectors like telecommunications and consumer products. The move underscored a pivotal shift from direct operations to a pure holding model, enabling greater flexibility in portfolio management amid post-crisis market volatility.

Technology and Distribution

In the early 1990s, First Pacific expanded into the technology sector by acquiring a controlling interest in Imagineering , an IT distribution company, which it subsequently renamed Tech Pacific in 1991. This move established Tech Pacific as a key component of First Pacific's and portfolio, focusing on the wholesale of computer hardware, software, and related IT products across the region. By 1994, Tech Pacific had grown rapidly, more than doubling its size and contributing significantly to First Pacific's Asian operations, which accounted for 68% of the company's profits that year. Tech Pacific operated as a regional value-added distributor, serving resellers and end-users in markets including , , and , with an emphasis on partnerships with major vendors like and . Its business model prioritized logistics, inventory management, and to facilitate efficient supply chains for IT products amid the burgeoning demand in the region during the mid-1990s tech boom. Amid the , First Pacific sold Tech Pacific to its associate Hagemeyer NV, a Dutch-based , for US$250 million in October 1997. The proceeds from this transaction, along with subsequent sales including First Pacific's stake in Hagemeyer, formed part of a broader US$2 billion asset disposal program announced in January 1998, which helped reduce the company's debt from US$900 million to US$350 million and funded acquisitions such as controlling stakes in Philippine Long Distance Telephone Company () and PT Indofood Sukses Makmur Tbk. This divestment represented a strategic pivot for First Pacific, shifting away from operational technology distribution and toward higher-value, long-term investments in and consumer food sectors, thereby strengthening its during the economic turmoil.

Pharmaceuticals and Healthcare

In 1989, First Pacific acquired a in PT Darya-Varia Laboratoria Tbk, an Indonesian pharmaceutical company focused on the production and distribution of generic drugs and healthcare products. This move marked an initial foray into the healthcare sector as part of the company's broader expansion strategy beyond its roots. During the 1990s, Darya-Varia operated as a key , engaging in the manufacturing, marketing, and distribution of prescription and over-the-counter medicines across , including generics in areas such as antibiotics, analgesics, and gastro-hepatology treatments. The company leveraged local production facilities to serve pharmacies, clinics, and drugstores, contributing to First Pacific's presence in Southeast Asia's growing pharmaceutical market despite regional economic volatility. By the early 2000s, amid the aftermath of the and mounting debt pressures, First Pacific divested its entire 89.5% stake in Darya-Varia to Drug (BVI) Co. Ltd., an affiliate of Laboratories International Holdings Ltd., for US$35 million in December 2001. This sale allowed the company to streamline operations, repay obligations, and refocus on core sectors like and consumer products. The transaction underscored the challenges of maintaining non-core investments in volatile emerging markets. The involvement with Darya-Varia represented an early diversification effort by First Pacific into pharmaceuticals, highlighting the company's strategy to explore healthcare opportunities in during its expansion phase in the late and .

Financial Performance

Historical Financials

First Pacific Company Limited, established in as a Hong Kong-based investment , experienced significant early growth driven by its banking investments, which formed a core part of its portfolio through the and early . By 1987, the company's revenue had reached US$1.6 billion, reflecting expansion into financial services including acquisitions like Hibernia Bank in and the development of First Pacific Bank with 27 branches. This momentum continued, with revenue peaking at approximately US$7.03 billion in 1996, supported by attributable profits of US$202 million, as banking and related financial operations contributed substantially to overall earnings prior to the Asian . The severely impacted First Pacific's operations, particularly in , leading to a sharp decline in underlying performance. In 1998, attributable profit before exceptional items fell 75.6 percent to US$40.5 million, reflecting net losses in core operations amid currency devaluations and regional economic turmoil. Recovery was achieved through strategic asset sales, including disposals valued at over US$2 billion, such as stakes in Hagemeyer and other non-core holdings, which generated exceptional gains and reduced net debt by 86.4 percent to US$349 million by mid-1998, enabling the company to report total attributable profit of US$360.5 million for the year. From the through the , First Pacific shifted focus to more stable sectors, achieving steady revenue growth primarily from its stakes in (Philippine ) and (Indonesian consumer foods), which became key profit contributors. Revenue stood at US$1.99 billion in 2005, rising to US$5.68 billion by 2011 and reaching US$7.59 billion in 2019, with total assets expanding to US$21.88 billion by year-end 2019. 's share of profits for First Pacific was US$132.2 million in 2005 and grew to US$126.2 million in 2020, while contributed US$29.6 million in 2005 and US$194.4 million in 2020, underscoring their role in driving recurring earnings amid diversification into infrastructure and consumer sectors. Key financial metrics during this period highlight improving shareholder returns up to 2020, with earnings per share (EPS), dividends, and return on equity (ROE) showing resilience post-crisis. The following table summarizes these trends from 2011 to 2020 (figures in US$ millions unless noted; EPS and dividends in US cents per share):
YearTurnoverProfit Attributable to OwnersEPS (Basic)Dividends per ShareROE (%)
20115,684.1574.014.492.8515.11
20125,990.8353.39.012.7011.43
20136,005.8235.35.662.709.69
20146,841.375.71.762.709.24
20156,437.080.61.891.738.96
20166,779.0103.22.421.738.57
20177,037.9120.92.801.739.47
20187,233.3131.83.041.739.17
20197,585.0-253.9-5.851.739.65
20207,130.5201.64.651.8610.59
EPS peaked at 14.49 cents in 2011 before stabilizing around 2-3 cents annually through 2018, with a dip in 2019 due to non-recurring impairments offset by recovery in 2020. Dividends were maintained consistently, targeting at least 25 percent of recurring profits, while trended between 8-15 percent, reflecting efficient capital utilization from core investments like and .

Recent Developments and Outlook

From 2021 to , First Pacific achieved levels of recurring profit, rising from to , reflecting a of approximately 16%. This growth was driven by strong performances across core segments, including a 25% increase in MPIC's contribution to US$199.4 million in , supported by the infrastructure arm's core income reaching a ₱23.6 billion, up 21% year-on-year. Indofood's contribution surged 17% to US$333.3 million, while added US$148.5 million, up 4%. In the first half of 2025, First Pacific reported recurring profit of US$375.4 million, a 11% increase from US$339.1 million in the prior-year period, marking another record interim result. Segment contributions highlighted infrastructure's strength, with MPIC delivering US$131.1 million, alongside at US$168.6 million and at US$75.3 million. The company declared an interim dividend of HK$0.13 per share, up 1 HK cent from the previous year, aligning with its progressive that targets annual increases based on a 25-30% payout ratio of core earnings. Revenue from , primarily through , accounted for over 60% of the group's total, underscoring its dominant role, while food via and infrastructure through MPIC provided diversified support. Looking ahead, First Pacific anticipates expansion in data centers via PLDT's and AI-ready initiatives, power projects including Meralco's 1,500 MW renewable target by 2030 and PLP's 670 MW hydrogen-ready plant, and Indonesian toll roads through MPTC's US$1 billion Transjawa investment with GIC. However, prospects face risks from geopolitical tensions in , which could exacerbate currency volatility in and IDR, alongside rising financing costs.

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