Bumitama Agri - UOB Kay Hian 2026-01-16: Attractive Entry Point Backed By Appealing Yields

• Bumitama Agri (SGX:P8Z) is scheduled to release its 4Q25 earnings on 27 February (see Earnings Calendar). We expect bumper results on a q-o-q basis, with net profit rising 44% q-o-q to Rp865b.
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On track to hit production growth target of 5% for 2025.

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2026 outlook.

• For 2026, we expect Bumitama Agri’s earnings base to remain relatively stable supported by volume expansion, as we believe its internal FFB growth trajectory of 5% would sustain on favourable weather conditions while we see opportunities to raise its external FFB milling output further (9M25: +32% y-o-y). This should help mitigate the downside in CPO prices and margins subsequent to Indonesia’s recent decision to postpone its B50 biodiesel mandate while also raising export levies by 2.5%.

Attractive dividend yields to support share price.

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Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Previous report by UOB:
2025-11-14 Bumitama Agri - 3Q25 Results In Line; Stronger 4Q25 Expected.

Price targets by 4 other brokers at Bumitama Agri Target Prices.

Listing of research reports at Bumitama Agri Analyst Reports.

Relevant links:
Bumitama Agri Share Price History,
Bumitama Agri Announcements,
Bumitama Agri Dividend Payout Dates & Corporate Actions,
Bumitama Agri News