Revenue distribution by sectors:

• Palm oil and related products: approx. 80%
• Finished products: approx. 15%
• Real estate and others: approx. 5%

TOP 3 markets and their percentage shares:

• Malaysia: approx. 35%
• Indonesia: approx. 25%
• China: approx. 20%

Kuala Lumpur Kepong Berhad (KLK) generates the majority of its revenue from palm oil production, which is typical for companies in this sector. The Malaysian market is the largest single market, followed by Indonesia and China, which are also significant consumers of palm oil products. These markets are crucial for the company as they are both geographically close and have a high demand for palm oil products.

Production sites of Kuala Lumpur Kepong Berhad (KLK):

• Malaysia
• Indonesia
• Liberia

Kuala Lumpur Kepong Berhad (KLK) is a significant company in the palm oil industry and has its production facilities mainly in Malaysia and Indonesia. These two countries are leading in palm oil production worldwide, which KLK strategically utilizes to maximize its production capacities.

In addition, KLK has also made investments in Liberia to expand its presence in West Africa. This geographical diversification enables the company to benefit from different climatic and economic conditions, contributing to the stability and efficiency of its production.

Revenue Growth: Estimated 8% annually (2025)

Strategic Focus Areas:

1. Diversification of Business Fields
2. Sustainable Palm Oil Production
3. Expansion into New Markets

Kuala Lumpur Kepong Berhad (KLK) pursues a strategy focusing on diversification and sustainability. The company plans to expand its business fields beyond traditional palm oil production to minimize risks and tap into new revenue sources.

Another focus is on sustainable palm oil production. KLK is investing in technologies and practices to reduce environmental impact while increasing efficiency. This is intended not only to decrease the ecological footprint but also to cater to the demand from environmentally conscious customers.

Additionally, KLK aims to expand into new geographical markets to strengthen its global presence. This strategy is intended to make the company more resilient to regional market volatilities and to open up new growth opportunities.

Main Imported Raw Materials:

• Palm oil
• Rubber
• Chemicals for processing

Main Import Countries:

• Indonesia
• Thailand
• China

Kuala Lumpur Kepong Berhad (KLK) is heavily involved in palm oil production and imports raw materials needed for further processing and refining. Indonesia is an important partner as it is one of the largest palm oil producers globally. Thailand also supplies significant amounts of rubber, another important raw material for KLK. Chemicals required for the processing and refining of palm oil and other products are often imported from China, as the country is a major producer of industrial chemicals.

Market share in palm oil production: approx. 5% (2024, estimate) EBITDA margin: 18% (2024, estimate) Return on Equity (ROE): 12% (2024, estimate)

Kuala Lumpur Kepong Berhad (KLK) is one of the leading companies in palm oil production and has secured a significant competitive advantage through its vertically integrated business models. This enables the company to reduce costs and improve efficiency throughout the value chain.

Another advantage of KLK is its geographical diversification, allowing the company to benefit from different markets and spread risks. Its strong presence in Southeast Asia, combined with strategic investments in sustainable practices, strengthens its position in an increasingly environmentally conscious market environment.

Additionally, KLK benefits from its long-standing experience and expertise in the industry, leading to stable financial performance and solid capital returns. These are crucial factors that help the company stand out from competitors and remain successful in the long term.

Institutional Investor Share: approximately 52% (2025, estimated based on historical data)

Insider Buys/Sells: No significant changes in the last 12 months (2025, estimated)

The institutional investor share in Kuala Lumpur Kepong Berhad is around 52%. This demonstrates a strong confidence from institutional investors in the company, which is often seen as a positive signal for stability and growth potential.

Regarding insider buys and sells, there have been no significant changes in the past year. This could indicate that the management and other insiders are satisfied with the current company strategy and performance. A lack of insider sells can also be interpreted as a sign that insiders expect a stable or rising stock price.

Market Share Kuala Lumpur Kepong Berhad (KLK): 7% (2025, estimated)

Top 5 Competitors and Their Market Shares:

1. Sime Darby Plantation Berhad: 12%
2. IOI Corporation Berhad: 10%
3. Wilmar International Limited: 9%
4. Kuala Lumpur Kepong Berhad (KLK): 7%
5. Genting Plantations Berhad: 6%

Kuala Lumpur Kepong Berhad (KLK) is a significant player in the palm oil production and processing sector. KLK's market share is around 7%, making it one of the larger players in the industry. Sime Darby Plantation Berhad leads the market with a 12% share, followed by IOI Corporation Berhad and Wilmar International Limited.

KLK's moat mainly consists of its long-standing experience, vertically integrated supply chain, and strong presence in strategically important markets. These factors enable KLK to operate efficiently and reduce costs.

However, some competitors, such as Sime Darby Plantation Berhad, may have a stronger moat due to their larger production capacities and diversified business fields. Sime Darby also benefits from a broader geographical presence and a diversified product portfolio, giving them a competitive advantage.

Overall, KLK has a solid moat, but they need to continuously invest in innovation and expansion to keep pace with the industry's leading companies.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Dividend Yield: 4.0% (2024)

Kuala Lumpur Kepong Berhad (KLK) recorded a solid revenue growth of 8.5% in 2024, driven by strong demand in its core business segments, particularly in palm oil production. The 6.2% profit growth indicates that the company was able to effectively manage its costs and maintain its margins.

The 4.0% dividend yield is attractive to investors interested in stable income streams. KLK has a long history of dividend payouts, reflecting a stable financial foundation and shareholder-friendly policy.

Additionally, the company has invested in sustainable practices to meet increasing environmental requirements, which could have long-term positive effects on its corporate reputation and market position.

Overall, KLK appears to be a solid investment opportunity, especially for investors interested in long-term growth and stable dividends.

Dividend Yield: 3.5% (2025)
Dividend History: Continuous payout for over 10 years

Kuala Lumpur Kepong Berhad (KLK) is known for its reliable dividend policy. The company has consistently paid out dividends in recent years, indicating a stable financial foundation and solid business development.

The dividend yield of 3.5% in 2025 shows that KLK offers its shareholders an attractive return. The continuous payout for more than a decade underscores the reliability of the dividend policy and the company's confidence in its long-term earnings power.