Universal Robina Management

Management criteria checks 2/4

Universal Robina's CEO is Irwin Lee, appointed in May 2018, has a tenure of 6.67 years. directly owns 0.023% of the company’s shares, worth ₱38.82M. The average tenure of the management team and the board of directors is 4 years and 6.7 years respectively.

Key information

Irwin Lee

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	6.7yrs
CEO ownership	0.02%
Management average tenure	4yrs
Board average tenure	6.7yrs

Recent management updates

Recent updates

CEO

Irwin Lee (59 yo)

6.7yrs

Tenure

₱750,000

Compensation

Mr. Irwin C. Lee is Director, President and Chief Executive Officer at Universal Robina Corp. since May 14, 2018. Prior to joining URC, he was the Chief Executive Officer of Rustan Supercenters, Inc. and a...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Irwin Lee	CEO, President & Director	6.7yrs	₱750.00k	0.023% ₱ 38.8m
Patrick Henry Go	Executive VP & Director	no data	₱700.00k	0.0021% ₱ 3.5m
Evelyn Chua-Ng	Chief Financial Officer	2.3yrs	no data	0.00048% ₱ 801.5k
Francisco Del Mundo	Chief Investments	2.3yrs	no data	0.000090% ₱ 150.3k
Karen Therese Salgado	Chief Information Officer	4.3yrs	no data	no data
Jose Miguel Manalang	Director of Strategy & Investor Relations	4yrs	no data	0.00033% ₱ 551.0k
Rhodora Lao	Corporate Controller and Chief Compliance & Risk Officer	3.8yrs	no data	no data
Elvin Michael Cruz	Corporate Legal Counsel	3.7yrs	no data	no data
Anna Milagros David	Chief Marketing Officer & MD of URC International	5.2yrs	no data	0.0069% ₱ 11.5m
Elisa Abalajon	Chief Human Resources Officer & Agile Transformation Lead	4.4yrs	no data	no data
Vincent Henry Go	Managing Director of Agro-Industrial Group (AIG) & Food Services	no data	no data	no data
Renato Cabati	Managing Director of Sugar & Renewables (SURE)	no data	no data	no data

4.0yrs

Average Tenure

52.5yo

Average Age

Experienced Management: URC's management team is considered experienced (4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Irwin Lee	CEO, President & Director	6.7yrs	₱750.00k	0.023% ₱ 38.8m
Patrick Henry Go	Executive VP & Director	25yrs	₱700.00k	0.0021% ₱ 3.5m
Lance Gokongwei	Chairman of the Board	6.7yrs	₱700.00k	0.042% ₱ 70.9m
Johnson Robert Go	Non-Executive Director	19.7yrs	₱700.00k	0% ₱ 0
James Gokongwei	Chairman Emeritus	6.7yrs	₱800.00k	0.065% ₱ 108.6m
Cesar A. Purisima	Independent Director	6.7yrs	₱900.00k	0% ₱ 0
Antonio Jose Periquet	Independent Director	3.7yrs	₱200.00k	0.023% ₱ 38.8m
Pascual Guerzon	Member of the Advisory Board	6.7yrs	no data	no data
Rizalina Mantaring	Independent Director	4.4yrs	₱900.00k	0.00073% ₱ 1.2m
Christine Marie Angco	Lead Independent Director	4.4yrs	₱850.00k	0% ₱ 0

6.7yrs

Average Tenure

61yo

Average Age

Experienced Board: URC's board of directors are considered experienced (6.7 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/08 22:05
End of Day Share Price	2025/01/08 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Universal Robina Corporation is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Philip Felix	BofA Global Research
Paola Lopez	CGS International
Lance Soledad	CGS International

Universal Robina Management

Management criteria checks 2/4

Key information

Recent management updates

Insider recently bought ₱2.0m worth of stock

Insider recently bought ₱760k worth of stock

Insider recently bought ₱2.6m worth of stock

Insider recently bought ₱1.0m worth of stock

Chairman Emeritus recently bought ₱3.0m worth of stock

Chairman Emeritus recently bought ₱22m worth of stock

Recent updates

Price target decreased by 7.9% to ₱108

Insider recently bought ₱2.0m worth of stock

Insider recently bought ₱760k worth of stock

Price target decreased by 7.4% to ₱119

Insider recently bought ₱2.6m worth of stock

Now 24% undervalued after recent price drop

Third quarter 2024 earnings released: EPS: ₱0.64 (vs ₱1.41 in 3Q 2023)

Insider recently bought ₱1.0m worth of stock

Now 20% undervalued after recent price drop

Upcoming dividend of ₱1.90 per share

First half dividend of ₱1.90 announced

Second quarter 2024 earnings released: EPS: ₱1.39 (vs ₱1.50 in 2Q 2023)

Universal Robina Corporation Approves Cash Dividend, Payable on September 25, 2024

First quarter 2024 earnings released: EPS: ₱1.90 (vs ₱1.57 in 1Q 2023)

Now 29% overvalued

Chairman Emeritus recently bought ₱3.0m worth of stock

Full year 2023 earnings: EPS and revenues miss analyst expectations

Upcoming dividend of ₱1.90 per share

Chairman Emeritus recently bought ₱22m worth of stock

Universal Robina Corporation, Annual General Meeting, Jun 03, 2024

Universal Robina Corporation Approves Cash Dividend, Payable on May 9, 2024

Now 20% undervalued after recent price drop

Now 21% undervalued

Third quarter 2023 earnings released: EPS: ₱1.41 (vs ₱1.44 in 3Q 2022)

Insider recently bought ₱1.2m worth of stock

New minor risk - Dividend sustainability

Upcoming dividend of ₱2.12 per share at 1.3% yield

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Universal Robina Corporation Approves Special Cash Dividend, Payable on September 27, 2023

CEO, President & Director recently bought ₱13m worth of stock

Full year 2022 earnings released: EPS: ₱6.39 (vs ₱5.47 in FY 2021)

Upcoming dividend of ₱1.50 per share at 1.1% yield

Less than half of directors are independent

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Universal Robina Corporation to Report Nine Months, 2022 Results on Nov 04, 2022

Now 20% undervalued after recent price drop

Universal Robina Corporation Announces Management Changes, Effective October 1, 2022

Now 20% undervalued

Now 18% undervalued

CEO, President & Director recently bought ₱13m worth of stock

Chairman Emeritus recently bought ₱7.6m worth of stock

Second quarter 2022 earnings released: EPS: ₱1.25 (vs ₱2.18 in 2Q 2021)

Universal Robina Corporation to Report First Half, 2022 Results on Jul 29, 2022

Now 20% undervalued after recent price drop

Investor sentiment improved over the past week

Now 20% undervalued after recent price drop

Now 23% undervalued after recent price drop

First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Universal Robina Corporation Announces Reconstitution of the Corporate Governance Committee

Less than half of directors are independent

Full year 2021 earnings: EPS and revenues miss analyst expectations

Upcoming dividend of ₱3.45 per share

Chairman Emeritus recently bought ₱23m worth of stock

Now 21% undervalued after recent price drop

Universal Robina Corporation Approves Special Cash Dividend, Payable on April 29, 2022

Universal Robina Corporation to Report Fiscal Year 2021 Results on Mar 04, 2022

Chairman Emeritus recently bought ₱6.0m worth of stock

Chairman Emeritus recently bought ₱41m worth of stock

Chairman Emeritus recently bought ₱13m worth of stock

Chairman Emeritus recently bought ₱2.6m worth of stock

Universal Robina Corporation (PSE:URC) entered into an agreement to acquire Crunchy Foods Sdn. Bhd for approximately MYR 1.9 billion.

Third quarter 2021 earnings released: EPS ₱1.12 (vs ₱0.89 in 3Q 2020)

Less than half of directors are independent

Insider recently bought ₱106k worth of stock

Upcoming dividend of ₱1.80 per share

Second quarter 2021 earnings released: EPS ₱2.29 (vs ₱1.61 in 2Q 2020)

CEO, President & Director recently bought ₱13m worth of stock

Upcoming dividend of ₱1.50 per share

First quarter 2021 earnings released: EPS ₱1.36 (vs ₱0.90 in 1Q 2020)