wilmar international

Asean’s biodiesel push fuels palm oil rally, but will SGX-listed players gain?

Higher crude palm oil prices support upstream plantation earnings, but could be a double-edged sword for integrated operators: analysts

Despite the recent earnings drop, RHB raised its net profit forecasts for Wilmar by 5.7%, 8.4% and 7% for the financial years 2026 to 2028, respectively.
HOT STOCK

Wilmar shares fall 5.7% as hedging losses from Iran war weigh on results

Q1 profit down 22.8% at US$265 million; company cites temporary unrealised mark-to-market losses from hedging

Wilmar said revenue for the quarter grew 21.9% to US$19.8 billion from US$16.2 billion in the year-ago period.

Wilmar posts 22.8% fall in Q1 net profit to US$265.6 million amid volatile commodity prices

Operating conditions for year depend on developments in global trade policies, says company

Workers at Wilmar International's plantation in Sabah, Malaysia. The group’s exposure to the Middle East is not significant.

Wilmar sees limited impact from Middle East conflict, cites indirect cost pressures

It says the ‘certain indirect impact’ takes the forms of higher freight, insurance and fertiliser costs

Wilmar's H2 revenue is up 3% year on year at US$37.5 billion.

Wilmar posts 38.3% H2 earnings surge, trims dividend; 2026 to ‘remain challenging’

Its total payout per share of S$0.14 is down slightly from S$0.16 a year earlier

Analysts say agri industry tailwinds should extend the strong momentum from H1, though policy risks and company specific-challenges cloud the outlook.

Firmer palm oil prices lift SGX agri stocks ahead of H2 results, but Indonesia risks cloud outlook

Market watchers expect the strong streak from earlier in FY2025 to continue, but individual companies face potential downside risks

A Chinese court's recent ruling on Wilmar's alleged contract fraud heightens the company's reputational risk, says analyst Nirgunan Tiruchelvam.
BROKERS’ TAKE

Aletheia Capital downgrades Wilmar to ‘sell’, cuts target to S$2.50 on legal woes

China contributes more than half of the agribusiness group’s earnings