Reported Earnings • May 14
Full year 2025 earnings released: EPS: ₱0.14 (vs ₱0.15 in FY 2024) Full year 2025 results: EPS: ₱0.14 (down from ₱0.15 in FY 2024). Revenue: ₱1.41b (flat on FY 2024). Net income: ₱359.4m (down 2.0% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 15
Third quarter 2025 earnings released: EPS: ₱0.063 (vs ₱0.069 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.063 (down from ₱0.069 in 3Q 2024). Revenue: ₱602.1m (down 3.4% from 3Q 2024). Net income: ₱156.7m (down 8.8% from 3Q 2024). Profit margin: 26% (down from 28% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Nov 07
Upcoming dividend of ₱0.03 per share Eligible shareholders must have bought the stock before 14 November 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Filipino dividend payers (6.6%). In line with average of industry peers (3.1%). Declared Dividend • Oct 17
Dividend increased to ₱0.03 Dividend of ₱0.03 is 50% higher than last year. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. 공시 • Oct 16
Haus Talk, Inc. announces Annual dividend, payable on December 10, 2025 Haus Talk, Inc. announced Annual dividend of PHP 0.0300 per share payable on December 10, 2025, ex-date on November 14, 2025 and record date on November 17, 2025. Reported Earnings • Aug 15
Second quarter 2025 earnings released: EPS: ₱0.037 (vs ₱0.034 in 2Q 2024) Second quarter 2025 results: EPS: ₱0.037 (up from ₱0.034 in 2Q 2024). Revenue: ₱371.0m (down 3.7% from 2Q 2024). Net income: ₱93.7m (up 9.1% from 2Q 2024). Profit margin: 25% (up from 22% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. 공시 • May 13
Haus Talk, Inc., Annual General Meeting, Jul 30, 2025 Haus Talk, Inc., Annual General Meeting, Jul 30, 2025, at 14:00 W. Australia Standard Time. Reported Earnings • Apr 17
Full year 2024 earnings released: EPS: ₱0.15 (vs ₱0.097 in FY 2023) Full year 2024 results: EPS: ₱0.15 (up from ₱0.097 in FY 2023). Revenue: ₱1.41b (up 38% from FY 2023). Net income: ₱366.8m (up 51% from FY 2023). Profit margin: 26% (up from 24% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 13
Third quarter 2024 earnings released: EPS: ₱0.069 (vs ₱0.026 in 3Q 2023) Third quarter 2024 results: EPS: ₱0.069 (up from ₱0.026 in 3Q 2023). Revenue: ₱624.1m (up 112% from 3Q 2023). Net income: ₱171.9m (up 168% from 3Q 2023). Profit margin: 28% (up from 22% in 3Q 2023). The increase in margin was driven by higher revenue. Upcoming Dividend • Oct 31
Upcoming dividend of ₱0.02 per share Eligible shareholders must have bought the stock before 07 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Filipino dividend payers (6.3%). In line with average of industry peers (2.0%). New Risk • Oct 15
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₱2.73b market cap, or US$47.2m). Declared Dividend • Oct 11
Dividend increased to ₱0.02 Dividend of ₱0.02 is 81% higher than last year. Ex-date: 7th November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. 공시 • Oct 10
Haus Talk, Inc. Announces Cash Dividend, Payable on December 2, 2024 Haus Talk, Inc. at its board meeting held on October 9, 2024 approved declaration of a cash dividend in the total amount of PHP 50,000,000.00, equivalent to PHP 0.02 per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2023, to be made available to all stockholders of record as of November 8, 2024 and payable on December 2, 2024. Reported Earnings • Aug 15
Second quarter 2024 earnings released: EPS: ₱0.034 (vs ₱0.018 in 2Q 2023) Second quarter 2024 results: EPS: ₱0.034 (up from ₱0.018 in 2Q 2023). Revenue: ₱385.4m (up 84% from 2Q 2023). Net income: ₱85.9m (up 93% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. 공시 • May 26
Haus Talk, Inc., Annual General Meeting, Sep 25, 2024 Haus Talk, Inc., Annual General Meeting, Sep 25, 2024. New Risk • May 16
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (₱2.53b market cap, or US$43.9m). Reported Earnings • May 02
Full year 2023 earnings released: EPS: ₱0.097 (vs ₱0.055 in FY 2022) Full year 2023 results: EPS: ₱0.097 (up from ₱0.055 in FY 2022). Revenue: ₱1.05b (up 66% from FY 2022). Net income: ₱242.6m (up 76% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Reported Earnings • Nov 19
Third quarter 2023 earnings released: EPS: ₱0.026 (vs ₱0.011 in 3Q 2022) Third quarter 2023 results: EPS: ₱0.026 (up from ₱0.011 in 3Q 2022). Revenue: ₱293.8m (up 60% from 3Q 2022). Net income: ₱64.1m (up 140% from 3Q 2022). Profit margin: 22% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. 공시 • Oct 17
Haus Talk, Inc. Announces Cash Dividend, Payable On December 5, 2023 of HAUS TALK, INC announced that at the meeting of the Board of Directors held on October 16, 2023, the Board approved the declaration of a cash dividend in the total amount of Twenty Seven Million Six Hundred Eighty-Eight Thousand Seven Hundred Thirty-Three Pesos and Forty Centavos (PHP 27,688,733.40), equivalent to One Centavo (PHP 0.01) per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2022, to be made available to all stockholders of record as of November 8, 2023 and payable on December 5, 2023. Reported Earnings • Aug 15
Second quarter 2023 earnings released: EPS: ₱0.018 (vs ₱0.016 in 2Q 2022) Second quarter 2023 results: EPS: ₱0.018 (up from ₱0.016 in 2Q 2022). Revenue: ₱232.0m (up 20% from 2Q 2022). Net income: ₱43.5m (up 11% from 2Q 2022). Profit margin: 19% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Recent Insider Transactions • Jun 22
President recently bought ₱425k worth of stock On the 20th of June, Maria Madlambayan bought around 500k shares on-market at roughly ₱0.85 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Maria has been a buyer over the last 12 months, purchasing a net total of ₱2.0m worth in shares. Reported Earnings • May 03
Full year 2022 earnings released: EPS: ₱0.055 (vs ₱0.049 in FY 2021) Full year 2022 results: EPS: ₱0.055 (up from ₱0.049 in FY 2021). Revenue: ₱635.5m (up 45% from FY 2021). Net income: ₱138.1m (up 42% from FY 2021). Profit margin: 22% (in line with FY 2021). Recent Insider Transactions • Feb 14
Key Executive recently bought ₱521k worth of stock On the 10th of February, Terence Restituto Madlambayan bought around 501k shares on-market at roughly ₱1.04 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Terence Restituto has been a buyer over the last 12 months, purchasing a net total of ₱1.6m worth in shares. Recent Insider Transactions • Jan 29
President recently bought ₱520k worth of stock On the 26th of January, Maria Madlambayan bought around 500k shares on-market at roughly ₱1.04 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Maria's only on-market trade for the last 12 months. Reported Earnings • Nov 22
Third quarter 2022 earnings released: EPS: ₱0.011 (vs ₱0.02 in 3Q 2021) Third quarter 2022 results: EPS: ₱0.011 (down from ₱0.02 in 3Q 2021). Revenue: ₱183.3m (up 4.4% from 3Q 2021). Net income: ₱26.7m (down 34% from 3Q 2021). Profit margin: 15% (down from 23% in 3Q 2021). The decrease in margin was driven by higher expenses. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. 공시 • Aug 23
Haus Talk, Inc. Announces Adoption of A Dividend Policy The Board of Directors of HAUS TALK, INC. approved on August 23, 2022, the adoption of a dividend policy. Under the dividend policy, the Corporation shall maintain an annual dividend payout ratio of at least 20% of the Corporation's recurring net income for the preceding calendar year. The Board of Directors shall have the authority to declare dividends subject to the requirements of applicable laws and regulations and the absence of circumstances which may restrict their declaration and payment. Reported Earnings • Aug 18
Second quarter 2022 earnings released: EPS: ₱0.016 (vs ₱0.008 in 2Q 2021) Second quarter 2022 results: EPS: ₱0.016 (up from ₱0.008 in 2Q 2021). Revenue: ₱193.6m (up 118% from 2Q 2021). Net income: ₱39.4m (up 145% from 2Q 2021). Profit margin: 20% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Reported Earnings • May 19
Full year 2021 earnings released: EPS: ₱0.049 (vs ₱0.025 in FY 2020) Full year 2021 results: EPS: ₱0.049 (up from ₱0.025 in FY 2020). Revenue: ₱441.3m (up 52% from FY 2020). Net income: ₱97.4m (up 93% from FY 2020). Profit margin: 22% (up from 17% in FY 2020). The increase in margin was driven by higher revenue. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment improved over the past week After last week's 17% share price gain to ₱1.04, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 13x in the Real Estate industry in Philippines. 공시 • Jan 18
Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million. Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million.
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 350,000,000
Price\Range: PHP 1.5
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 150,000,000
Price\Range: PHP 1.5 Board Change • Jan 17
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 
