- Bumitama Agri (SGX:P8Z) reported 3Q25 net profit of Rp603b (+1% y-o-y, -22% q-o-q), bringing 9M25 net profit to Rp1.87b (+29% y-o-y) and accounting for 70% of both our and market’s full-year forecasts. This is deemed in line, with 4Q25 results expected to come in stronger.
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Key briefing takeaways:
Production on track to meet full-year growth target of 0-5%.
- Management expects internal FFB output to rise further in 4Q25 with peak crop cycle for the year expected during the quarter.
- On a y-o-y basis, Bumitama Agri believes 4Q25 output may come in flattish or slightly lower y-o-y, but nonetheless will result in full-year production reaching its 2025 FFB growth target of up to 5%.
To clear inventory backlog in subsequent quarter.
- - Read this at SGinvestors.io -
Production cost may inch up next year.
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