- Bumitama Agri (SGX:P8Z) reported a 22.5% y-o-y increase in 1Q26 revenue to IDR5.6t.
- CPO revenue was 22% higher y-o-y at IDR4.8t, as sales volume jumped 25% on continued inventory drawdown, while average selling prices (ASP) stayed firm, nudging down 2% to IDR14,300 per kg. Likewise,
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Robust financial performance despite a seasonally low cycle.
- Gross profit and EBITDA were 39.5% higher at IDR1.5t and IDR1.4t, respectively, translating to a 3.1 percentage point (ppt) expansion in EBITDA margin to 25.1%, while PATMI increased 49.2% to IDR740b. On a q-o-q basis, Bumitama Agri’s financial metrics registered a dip, but this is because 4Q25 was a high crop cycle.
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Dividends galore.
- Bumitama Agri has further enhanced its dividend policy ratio for the second time within the past year, raising its payout ratio from 40-60% to 60-75%.
- Our current FY26 Bumitama Agri's dividends forecast is based on an assumed 60% payout ratio, and implies a dividend yield of 5.4% per the last close price of S$1.82 as at 12 May 2026. This increases to 6.8% if the payout ratio is maximised at 75%.
- Bumitama Agri’s average forward 12-month dividend yield hovers at around 4.7% for the past decade. This should provide further support for Bumitama Agri's share price, notwithstanding the year-to-date rally.
A favourable set-up,
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