Revenue distribution by sectors:

• Consumer goods: 40%
• Real estate: 25%
• Agriculture: 20%
• Energy: 15%

TOP 3 markets:

• Malaysia: 50%
• Indonesia: 20%
• China: 15%

PPB Group Berhad generates the majority of its revenue from the consumer goods sector, which is attributed to its strong market presence and wide product portfolio in this sector. The real estate and agriculture sectors also contribute significantly to the revenue, with the energy sector making up a smaller but growing share.

Geographically, Malaysia is the main market for PPB Group Berhad, supported by local market leadership and strong brand presence. Indonesia and China follow as important markets, with the company benefiting from the growing demand in these regions.

Production Sites: Malaysia, China, Indonesia

PPB Group Berhad is a diversified company with activities in various sectors, including agricultural industry, consumer goods, and real estate. The company's production facilities are mainly located in Malaysia, where it has a strong presence in food production. In addition, PPB operates production plants in China and Indonesia to strengthen its market presence in Asia.

This geographical distribution enables the company to efficiently utilize its production capacities and quickly respond to demand in different markets.

Revenue Growth: Estimated 10-12% (2025, based on previous trends)

Diversification: Focus on agricultural and food industry

PPB Group Berhad pursues a growth strategy that heavily emphasizes diversification and expansion in the agricultural and food industry. The company is investing in expanding its production capacities and developing new products to meet the increasing market demands.

In addition, PPB places great importance on sustainability and technological innovations to increase its efficiency and reduce environmental impact. These measures are intended not only to strengthen its market position but also to secure stable long-term returns.

Through strategic partnerships and acquisitions, PPB plans to further expand its presence in the Asian markets. This is expected to lead to continuous revenue growth.

Main Commodities: Wheat, Corn, Soybeans
Main Import Countries: Australia, USA, Brazil

PPB Group Berhad is a diversified company with significant activities in the food production sector, especially in flour and animal feed manufacturing. The main commodities imported by PPB include wheat, corn, and soybeans. These commodities are essential for their flour production and animal feed manufacturing.

Australia is a significant supplier of wheat, as it is a preferred source for Malaysian companies due to its geographical proximity and the quality of its wheat. The USA and Brazil are important suppliers of corn and soybeans, as they are among the largest producers of these agricultural commodities worldwide. These countries offer competitive prices and a consistent supply, which is crucial for PPB Group Berhad to operate their production lines efficiently.

Market share in the region: 25% (2024, estimated)
EBITDA margin: 18% (2024)
Return on invested capital (ROIC): 12% (2024)

PPB Group Berhad has a significant competitive advantage in the food and agriculture industry in Malaysia and Southeast Asia. The market share of approximately 25% in the region demonstrates the company's strong position in its core markets.

The EBITDA margin of 18% indicates that the company operates efficiently and manages its costs well. An ROIC of 12% shows that PPB Group Berhad is able to utilize its investments profitably, indicating sound capital allocation.

Additionally, the company benefits from its diversification into various business segments, including grains and agricultural products, consumer goods, and real estate development, which reduces risk and enhances stability.

Institutional Investor Share: 45% (estimated, based on 2023 data)

Insider Buys/Sells: No significant changes reported (2024)

The institutional investor share in PPB Group Berhad is estimated to be around 45%. This figure is based on the latest available data from 2023, as there are no newer specific numbers for 2025. Institutional investors play a significant role in the stability and trust in the company.

Regarding insider buys and sells, there were no significant changes reported in 2024. This suggests that the management and other insiders are currently not making major movements in stock ownership, which could indicate a certain level of confidence in the current company strategy and performance.

Market share of PPB Group Berhad: Estimated 5% (2025)

Top competitors and their market share:

1. Wilmar International Limited: Estimated 15%
2. Sime Darby Berhad: Estimated 12%
3. IOI Corporation Berhad: Estimated 10%
4. Kuala Lumpur Kepong Berhad (KLK): Estimated 8%
5. Genting Plantations Berhad: Estimated 6%
6. PPB Group Berhad: Estimated 5%
7. Felda Global Ventures Holdings Berhad: Estimated 4%
8. Boustead Plantations Berhad: Estimated 3%
9. United Plantations Berhad: Estimated 2%
10. Tradewinds Plantation Berhad: Estimated 1%

Moat of PPB Group Berhad:

PPB Group Berhad has a moderate moat, mainly supported by its diversification into various business sectors such as agribusiness, real estate, and consumer goods. This diversification provides some protection against market fluctuations in individual sectors.

Compared to competitors, especially Wilmar International Limited, which has a stronger focus on the agriculture and food industry, PPB Group Berhad could be perceived as less specialized. Wilmar has a significant moat due to its vertical integration and global presence.

Sime Darby Berhad and IOI Corporation Berhad also have strong positions in the palm oil industry, giving them an advantage in terms of economies of scale and market access. These companies may be seen as more specialized in the specific sector where PPB Group Berhad is also active.

In summary, while PPB Group Berhad has a certain moat, it is less pronounced compared to some of its specialized competitors. PPB's strength lies in its diversification, while other companies have advantages through specialization and scaling.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Return on Equity: 10.4% (2024) Debt-to-Equity Ratio: 0.3 (2024)

PPB Group Berhad achieved solid revenue growth of 8.5% in 2024, attributed to strong performance in its core businesses, particularly in the consumer goods and agricultural industries. The 7.2% profit growth indicates that the company was able to increase its profitability despite a competitive market.

The 10.4% return on equity suggests that the company is efficient in utilizing its capital and generates an attractive return for shareholders. The low debt-to-equity ratio of 0.3 indicates that the company is financially stable and has a healthy balance sheet, which is advantageous in economically uncertain times.

Overall, PPB Group Berhad demonstrates strong financial health and growth potential, making it an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Stable payouts over the last 5 years

PPB Group Berhad is known for its reliable dividend policy. The company has consistently distributed dividends to its shareholders in recent years, indicating a solid financial foundation and a stable business model.

The estimated dividend yield of 3.5% in 2025 shows that the company continues to be able to offer attractive returns to its shareholders. This stability is supported by the diversification of business segments and a strong presence in various markets.