Industry revenues:

• Palm oil production: approx. 70%
• Coconut products: approx. 20%
• Other agricultural products: approx. 10%

TOP 3 markets:

• Malaysia: approx. 35%
• Indonesia: approx. 30%
• India: approx. 15%

United Plantations Berhad generates the majority of its revenues from palm oil production, which is typical for companies in this industry. The market in Malaysia is the largest, followed by Indonesia, due to the geographical proximity and high demand in these countries. India represents a significant market as it is one of the largest importers of palm oil worldwide.

Production Sites:

• Malaysia
• Indonesia

United Plantations Berhad mainly produces its products in Malaysia and Indonesia. These two countries offer ideal climatic conditions for the cultivation of oil palms, which is the company's main activity. The plantations in Malaysia and Indonesia are strategically positioned to benefit from the fertile soils and favorable infrastructure.

Revenue Growth: Estimated 8-10% annually (2025 forecast)

Focus on Sustainability: Increasing sustainable palm oil production

Diversification: Investments in new markets and products

United Plantations Berhad pursues a strategy that is strongly focused on sustainability and efficiency. The company is committed to increasing its palm oil production through sustainable practices to meet the growing demands of consumers and regulatory requirements. This includes investments in technologies to improve crop yields and reduce the ecological footprint.

Furthermore, United Plantations is focusing on diversification by investing in new markets and products. This could involve expanding into adjacent agricultural products or entering new geographical markets. This strategy aims to make the company more resilient to market fluctuations and to open up new growth opportunities.

Main Imported Raw Materials: Fertilizers, Seeds, Machinery

Main Supplier Countries: China, Indonesia, Malaysia

United Plantations Berhad, a leading company in palm oil production, mainly imports fertilizers, seeds, and machinery to support its agricultural activities. The fertilizers and machinery are mostly imported from China, known for its cost-effective production. Seeds are often sourced from Indonesia, which is also a significant player in the palm oil sector and offers high-quality seeds.

These imports are crucial to ensure the efficiency and productivity of the plantations. Through strategic sourcing from these countries, United Plantations Berhad can benefit from competitive prices and high quality.

Market share: 5% (estimated, 2025)
EBITDA margin: 30% (2024)
Return on Equity (ROE): 18% (2024)

United Plantations Berhad has a significant competitive advantage in the palm oil industry, highlighted by its high EBITDA margin of 30%. This margin indicates efficient operations and cost control, allowing the company to remain profitable even in a volatile market environment.

The 18% Return on Equity demonstrates the company's ability to provide attractive returns to its shareholders, indicating effective use of equity. This strengthens investor confidence and supports long-term competitiveness.

In addition, United Plantations Berhad benefits from a vertically integrated supply chain and sustainable cultivation methods, which reduce production costs and facilitate access to markets with high sustainability requirements. These factors help solidify the company's competitive advantage.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2024)

The institutional investor share in United Plantations Berhad is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term performance.

In 2024, there were no significant insider transactions, which could indicate a stable assessment of the company's value by management. Such information is important for evaluating the executives' confidence in the company's future development.

Market share of United Plantations Berhad: 5.2% (2025, estimated)

Top competitors and their market shares:

1. Sime Darby Plantation Berhad: 15.0%
2. IOI Corporation Berhad: 12.5%
3. Kuala Lumpur Kepong Berhad: 10.8%
4. FGV Holdings Berhad: 9.3%
5. Genting Plantations Berhad: 7.0%
6. United Plantations Berhad: 5.2%
7. Boustead Plantations Berhad: 4.5%
8. TSH Resources Berhad: 3.8%
9. Sarawak Oil Palms Berhad: 3.0%
10. IJM Plantations Berhad: 2.9%

Moat of United Plantations Berhad:

United Plantations Berhad has a moderate moat, primarily characterized by its efficient production methods and sustainable cultivation practices. The company is known for its high standards in palm oil production and has earned a reputation for quality and sustainability. This can be considered a certain moat, as implementing environmentally friendly practices is becoming increasingly important in the industry.

However, compared to larger competitors like Sime Darby Plantation and IOI Corporation, which have more extensive resources and a broader global network, the moat of United Plantations is less pronounced. These larger companies often benefit from economies of scale and a stronger global presence, giving them a competitive advantage.

Overall, United Plantations Berhad has a solid, but not outstanding moat compared to its larger competitors. Sustainability and efficiency are their main advantages, while other companies may excel through size and market presence.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Dividend Yield: 4.5% (2024)

United Plantations Berhad recorded a solid revenue growth of 8.5% in 2024, attributed to strong demand for their palm oil products and efficient production increase. The profit growth of 10.2% highlights the company's ability to optimize its cost structure and improve profitability.

The dividend yield of 4.5% is attractive to investors seeking stable returns. United Plantations has a long history of dividend payments, indicating a solid financial foundation and reliable cash flow generation.

Additionally, the company has invested in sustainable cultivation methods and technologies to reduce its ecological footprint and remain competitive in the long term. These strategic initiatives could further strengthen the company in an industry that is increasingly focused on sustainability.

Overall, the financial performance and strategic direction suggest that United Plantations Berhad could be an attractive investment opportunity for investors interested in long-term growth and stable dividends.

Dividend Yield: 4.2% (estimated for 2025)
Dividend History: Steady payouts over the last 5 years

United Plantations Berhad is known for its reliable dividend payments. The company has consistently distributed dividends in recent years, indicating a solid financial foundation and stable earnings.

The estimated dividend yield of 4.2% in 2025 is competitive compared to other companies in the industry. This reliability in payouts is supported by United Plantations Berhad's strong business model and efficient operations management. Analysts expect the company to continue its dividend policy in the coming years.