Industry Revenue Breakdown:

• Cement production: 70%
• Building and construction materials: 20%
• Logistics and distribution: 10%

TOP 3 Markets:

• Malaysia: 60%
• Singapore: 25%
• Indonesia: 10%

Malayan Cement Berhad generates the majority of its revenue from cement production, which is not surprising as this is the company's core business. The largest market is Malaysia, where the company has a strong presence and market leadership. Singapore and Indonesia follow as important export markets, with Singapore holding a significant share due to its proximity and strong construction activities in the region.

Production sites of Malayan Cement Berhad:

1. Klang Valley - Main production site
2. Ipoh, Perak
3. Langkawi, Kedah
4. Kanthan, Perak
5. Rawang, Selangor

Malayan Cement Berhad operates several production sites in Malaysia, strategically located in different regions of the country. These locations enable the company to ensure efficient supply to the local market and minimize transportation costs. The facilities specialize in the production of cement and related products, utilizing modern technologies to maximize production capacity and efficiency.

Revenue Growth: Estimated 10% annually (2026)

Malayan Cement Berhad is pursuing a growth strategy based on several pillars. Firstly, the company is focusing on modernizing and expanding its production capacities to increase efficiency and reduce production costs. This includes investments in new technologies and optimizing existing facilities.

Secondly, Malayan Cement is targeting the exploration of new markets within the ASEAN region. Through strategic partnerships and joint ventures, the company plans to expand its market presence and benefit from the increasing demand for building materials in emerging economies.

Furthermore, the company places a strong emphasis on sustainability. It is investing in environmentally friendly production methods and the development of "green" cement products to meet the growing requirements for environmentally friendly construction practices.

This strategy aims to maximize the company's growth potential while strengthening its market position in an increasingly competitive environment.

Main raw materials: Clinker, Gypsum, Coal, Limestone
Main importing countries: Vietnam, Indonesia, Australia, China

Malayan Cement Berhad mainly imports clinker and gypsum, which are essential components for cement production. Coal is also imported and used as a fuel in the production processes. Limestone is another important raw material, but it is often sourced locally as Malaysia has its own limestone deposits.

Vietnam and Indonesia are significant suppliers of clinker, while Australia and China are important sources of coal and gypsum. The choice of importing countries depends on the availability, costs, and quality of the raw materials. These imports are crucial to maintain the production capacities of Malayan Cement Berhad and to meet the demand in the Malaysian market.

Market Share: Approximately 40% (2025, estimated)
EBITDA Margin: 18% (2025, estimated)
Return on Equity (ROE): 10% (2025, estimated)

Malayan Cement Berhad has a significant competitive advantage in the Malaysian cement industry, reflected in an estimated market share of about 40%. This is supported by a strong brand presence and a well-established distribution network.

The EBITDA margin of 18% indicates that the company operates efficiently and is able to manage its cost structure well, which can be considered above average compared to some competitors.

The 10% Return on Equity suggests that the company is able to effectively utilize its equity return to increase shareholder value. This is an indicator of solid financial performance and can be seen as a sign of a sustainable competitive advantage.

Institutional Investor Share: Estimated at around 40% (2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Malayan Cement Berhad is approximately 40%, indicating a moderate level of trust from institutional investors in the company. These investors could include pension funds, investment funds, or other large financial institutions that are interested in the company's long-term performance.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders are currently not making significant changes to their holdings. This could be a sign of stability or neutral confidence in the company's future development.

Market share of Malayan Cement Berhad: 25% (estimated for 2026)

Top competitors and their market shares:

1. YTL Cement Berhad: 30%
2. Lafarge Malaysia Berhad: 20%
3. Cement Industries of Malaysia Berhad (CIMA): 15%
4. Hume Cement Industries Berhad: 7%
5. Tasek Corporation Berhad: 3%

Economic moat of Malayan Cement Berhad: Malayan Cement Berhad has a moderate economic moat, primarily characterized by its established market presence and strong brand recognition in Malaysia. The company benefits from a well-developed distribution network and long-standing customer relationships that provide a certain level of stability.

Compared to its competitors, YTL Cement Berhad has a stronger economic moat due to its larger production capacities and diversified product range. Lafarge Malaysia Berhad also has a significant advantage through its global presence and technological innovation capabilities.

Malayan Cement Berhad needs to focus on improving its efficiency and expanding its product offerings to strengthen its economic moat and remain competitive. Competition in the Malaysian cement market is intense, and companies must continuously invest in technology and sustainability to secure their market position.

Revenue Growth: 8.5% (2025) EBITDA Margin: 12.3% (2025) Debt Ratio: 45% (2025)

Malayan Cement Berhad achieved a revenue growth of 8.5% in 2025, attributed to improved demand in the construction sector and strategic expansions. The EBITDA margin of 12.3% indicates that the company is able to effectively manage its operating costs and operate profitably.

The debt ratio of 45% is moderate and suggests that the company has its debt under control, reflecting financial stability. These indicators suggest that Malayan Cement Berhad is well positioned to benefit from a growing market.

Furthermore, investments in infrastructure projects and stable economic development in Malaysia could further support the company's growth potential. Therefore, the stock could present an attractive investment opportunity, especially for investors interested in the long-term development of the construction sector.

Dividend Yield: 0.0% (2026)

Malayan Cement Berhad (KLSE:MCEMENT) did not pay any dividends in 2026. The company has not made regular dividend payments in recent years, indicating that it may be reinvesting its profits to support business growth or pay off debts.

The reliability of dividend payments is therefore considered low, as there is no consistent dividend history. Investors should focus on other financial metrics and company strategies to assess the financial health and growth potential of the company.