- Bumitama Agri is expected to post a stronger sequential 3Q25, with production expected to recover strongly y-o-y off 3Q24’s low base. Robust cash flow generation will support higher shareholder returns.
Expect FFB to recover sharply y-o-y from 3Q24’s production disappointment.
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- The strong surge in results was driven by a sharp production recovery, as FFB production from both its nucleus and plasma estates rose 12.1% and 11.6% respectively.
- According to management, 3Q25 production output would similarly see a sharp rebound from 3Q24’s low base where FFB previously fell 24.8% y-o-y.
3Q25 core net profit to rise 17-23% q-o-q.
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- Sequentially, we forecast 3Q25 core earnings coming in at Rp900b-950b, with key drivers including higher seasonal FFB output in line with the peak production cycle, as well as better ASPs, with CPO spot prices averaging RM4,270/tonne as compared with RM4,055/tonne in 2Q25.
Production and cost base.
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