Bumitama Agri

Broker's Calls

Indonesian gov't unlikely to back down on B40 mandate, RHB keeps ‘overweight’ on plantation sector

Biodiesel mandate is still the main growth driver of consumption in 2024 and 2025.

Broker's Calls

OCBC keeps 'hold' on Bumitama Agri but with a higher fair value of 91.5 cents

With a forward yield of more than 6%, Bumitama Agri is shaping up to be a dividend play
Bumitama triumphs in operational excellence - THE EDGE SINGAPORE

Billion Dollar Club 2024

Bumitama triumphs in operational excellence

Bumitama remains consistent and meticulous in both its operational and financial management, on top of the elevated palm oil price.
Bumitama Agri makes leap from Centurion to BDC; Sheng Siong named for weighted ROE - THE EDGE SINGAPORE

Billion Dollar Club 2024

Bumitama Agri makes leap from Centurion to BDC; Sheng Siong named for weighted ROE

Bumitama Agri has improved from just one Centurion award last year to this year’s sector winner in its BDC category

Broker's Calls

RHB raises CPO price assumptions, upgrades Bumitama to ‘buy’

Overall, the analysts expect prices to stay higher in 1H2025, trading at RM4,400 to RM4,800 per tonne before moderating in 2H2025.

Broker's Calls

RHB maintains 'neutral' on plantation sector, updates ESG scores

While RHB has kept the target prices for most of the planters unchanged, the analysts have trimmed Wilmar’s target price to $3.30.
Bumitama posted decent start to the year on higher sales volume, OIR maintains ‘buy’ - THE EDGE SINGAPORE

Broker's Calls

Bumitama posted decent start to the year despite forex headwinds: analysts

The short-term supply appears constrained while the B40 mandate supports mid to long-term demand, the analyst says.

Results

Bumitama Agri’s 1QFY2024 net profit fell 23% y-o-y to IDR328.38 mil on the back of higher-for-longer rates

Revenue for the quarter grew 8% y-o-y to IDR3.87 trillion, driven by higher CPO sales.

Broker's Calls

OCBC raises fair value for Bumitama Agri to 78.5 cents on well-supported palm oil prices

Bumitama, with a consensus yield estimate of 6%, is increasingly seen as a yield play as well
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