Eastroc Beverage (605499.SS): Takeaways from Citi-hosted post-2Q26 investor meeting

Research evidence excerpt

Eastroc Beverage (605499.SS): Takeaways from Citi-hosted post-2Q26 investor meeting

Eastroc Beverage (605499.SS)

31 July 2026 Citi Research

beverages, and sugar-free tea) and those with high-potential (eg. coffee beverages). It will dynamically adjust production

capacity and marketing resources with monthly regional sales data so as to strengthen its “platform” capability of operating

multi-categories. It will maintain a dynamically balanced.

Structure across different categories — All new product developments will emphasize low-sugar attributes, aligning with the

healthy consumption trend while also alleviating the pressure of sugar costs. Leveraging of its strong brand and channel

strength (accumulated from the energy drinks), it will continuously explore new growth categories (ie “4th growth curve”) with

multi-category synergy on its “platform” capability. It will delegate more rights to regional offices and prioritize sales efficiency

across the 4m+ POS. Mgt sees overseas as a growth engine in the mid-term. Overseas markets will be its important growth

drive in next 3-5 years. It has developed localized strategies in markets of Indonesia, Malaysia, Vietnam, and the United

States. It is progressing through a model that combines local talents with the company's own teams.

AI-powered further digitalization — Based on real-time sales data & historical data, the company has used AI algorithms to

improve its sales forecast accuracy to 96%-97%. This will enable its more flexible production (via capacity planning) and save

shipment cost. Its system digitalization is targeted at both cost reduction and marketing resource allocation to enable its

more efficient operation of multi-category platform.