Retail revenue: 55% (2025)
Commercial sector revenue: 30% (2025)
International business revenue: 15% (2025)

TOP 3 markets:

1. Malaysia: 70%
2. Singapore: 15%
3. Thailand: 10%

PETRONAS Dagangan Berhad generates the majority of its revenue from retail, particularly through the sale of fuels and lubricants to end consumers. The commercial sector, which includes sales to industrial and commercial customers, also contributes significantly to revenue. The international business, although smaller, is growing steadily and provides diversification opportunities.

The Malaysian market remains the dominant market for PETRONAS Dagangan Berhad, attributed to its strong brand presence and dense network of gas stations. Singapore and Thailand are important international markets being strengthened through strategic partnerships and expansion initiatives.

Production Sites: Malaysia

PETRONAS Dagangan Berhad, a subsidiary of PETRONAS, primarily produces and distributes its products in Malaysia. The company operates refineries and production facilities in the country, which are used for the manufacturing of petroleum products and petrochemicals. This strategic location enables PETRONAS Dagangan Berhad to efficiently serve local demand while also taking advantage of export opportunities.

Current Growth Strategy: Diversification and Sustainability

PETRONAS Dagangan Berhad is pursuing a growth strategy that is strongly focused on diversification and sustainability. The company plans to expand its presence in the renewable energy sector to capitalize on the global decarbonization trend. This includes investments in solar energy and other clean technologies.

Additionally, PETRONAS Dagangan Berhad is focusing on expanding its offerings in non-fuel-related services, such as convenience stores and digital payment services, to unlock additional revenue streams and reduce dependence on traditional fuel business.

The strategy also includes optimizing existing infrastructure and improving operational efficiency to increase profitability and ensure competitiveness in the market.

Main raw materials: Crude oil, processed petroleum products
Countries of origin: Saudi Arabia, United Arab Emirates, Singapore

PETRONAS Dagangan Berhad mainly imports crude oil and processed petroleum products needed for processing and distribution in Malaysia. Saudi Arabia and the United Arab Emirates are significant suppliers of crude oil, while Singapore is an important trading partner for processed petroleum products.

These imports are crucial to meet the demand in the Malaysian market and ensure supply security. Malaysia's strategic location enables PETRONAS Dagangan Berhad to benefit from the trade routes in Southeast Asia.

Market share: 30% in the Malaysian fuel market (2024) EBIT margin: 5.8% (2024) Return on Equity (ROE): 15.2% (2024)

PETRONAS Dagangan Berhad (PETDAG) has a significant competitive advantage in the Malaysian fuel market, reflected in a market share of approximately 30%. This is supported by the company's strong brand awareness and extensive distribution network.

The EBIT margin of 5.8% indicates that PETDAG is able to operate efficiently and control costs, making it competitive compared to other players in the industry. An ROE of 15.2% also suggests effective use of equity, strengthening investor confidence and highlighting the company's financial health.

PETDAG's competitive advantage is further enhanced by its close connection to the parent company PETRONAS and its resources, providing the company with access to cost-effective raw materials and technological innovations.

Institutional Investor Share: approximately 60% (estimated for 2025 based on historical data and trends)

Insider Buys/Sells: No significant transactions known in 2025

The institutional investor share in PETRONAS Dagangan Berhad typically stands at around 60%, indicating the trust of large investment funds and institutional investors in the company. These investors value the company's stable market position and growth potential.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders did not make significant changes to their holdings. This could be seen as a sign of stability and confidence in the company's future development.

Market share of PETRONAS Dagangan Berhad: approximately 30% (2025, estimated)

Main competitors and their market shares:

1. Shell Malaysia Trading Sdn Bhd: approximately 25%
2. Petron Malaysia Refining & Marketing Bhd: approximately 20%
3. Chevron Malaysia Limited: approximately 15%
4. BHPetrol (Boustead Petroleum Marketing Sdn Bhd): approximately 5%
5. Caltex Malaysia: approximately 5%

PETRONAS Dagangan Berhad is the leading provider in the Malaysian market for petroleum products with an estimated market share of about 30%. The main advantage of PETRONAS lies in its strong brand recognition and comprehensive infrastructure supported by its parent company PETRONAS. This enables efficient supply and broad access to resources.

The moat of PETRONAS Dagangan Berhad is significant as the company benefits from the vertical integration and extensive resources of the state-owned parent company. These factors provide a competitive advantage in terms of costs and supply security.

In comparison, companies like Shell and Chevron also have strong brands and global networks that help them remain competitive. However, their local presence and infrastructure are more limited compared to PETRONAS, giving PETRONAS an advantage in the domestic market.

Revenue Growth: 8% (2024) Profit Growth: 5% (2024) Dividend Yield: 4.5% (2024)

PETRONAS Dagangan Berhad recorded a revenue growth of 8% in 2024, attributed to a recovery in demand for petroleum products and strategic expansion into new markets. Profit growth was at 5%, driven by increased operating costs and volatile commodity prices.

The dividend yield of 4.5% is attractive for income investors, especially in a low-interest environment. The company has a solid dividend history and demonstrates a commitment to rewarding its shareholders.

Long-term, PETRONAS Dagangan Berhad could benefit from diversifying into renewable energies and a stronger focus on sustainability. These strategic initiatives could further enhance growth potential and mitigate the risk of fluctuations in the traditional oil and gas business.

Overall, the stock could be of interest to investors seeking stable dividends and moderate growth potential.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Stable payout over the last 5 years

PETRONAS Dagangan Berhad has regularly paid dividends in recent years. The dividend yield is estimated to be around 4.5% for 2025, which is considered attractive compared to other companies in the industry.

The company has a solid dividend history, indicating a reliable payout. Over the past five years, dividends have been paid consistently, reflecting a stable financial foundation and strong operational performance. Analysts expect that PETRONAS Dagangan Berhad will continue to be able to pay stable dividends in the future, barring any significant negative economic developments.