Revenue distribution by sectors:

• Energy: 40%
• Construction: 25%
• Real Estate: 20%
• Cement production: 10%
• Telecommunication: 5%

TOP 3 markets and their percentage shares:

• Malaysia: 50%
• United Kingdom: 30%
• Singapore: 15%

YTL Corporation Berhad generates the majority of its revenue from the energy sector, followed by construction and real estate. The home market Malaysia remains the most important market for the company, followed by significant revenues in the United Kingdom and Singapore. These markets significantly contribute to the total revenue and reflect the company's international presence and diversification.

Production Sites: Malaysia, Singapore, Indonesia, Vietnam, China, United Kingdom, Australia

YTL Corporation Berhad is a diversified company with activities in various sectors including construction, real estate, cement production, power generation, and telecommunications.

The company has established its production facilities in multiple countries to support its international business activities. In Malaysia and Singapore, YTL operates significant facilities in the cement production and power generation sectors.

In Indonesia and Vietnam, the company has also built production capacities to serve the demand in the region. Furthermore, YTL is active in China, particularly in the area of infrastructure development.

In the United Kingdom and Australia, YTL has made investments in power generation and infrastructure, highlighting the company's global reach.

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

Profit Growth: Estimated 6-8% annually (2025 forecast)

YTL Corporation Berhad pursues a diversified growth strategy focusing on several core areas. An essential part of the strategy is the expansion in the renewable energy sector. The company is increasing its investments in solar and wind energy projects to benefit from the global energy transition.

In addition, YTL is emphasizing the strengthening of its infrastructure and construction projects, especially in Southeast Asia where the demand for modern infrastructure is rising. These projects include expanding transportation networks as well as developing residential and commercial properties.

Another strategic focus is on digitization and modernization of their services, particularly in the telecommunications sector. By investing in modern technologies and digital platforms, YTL aims to solidify its market position and attract new customers.

Main Imported Raw Materials: Coal, Cement, Steel

Main Supplier Countries: Indonesia, China, Australia

YTL Corporation Berhad is a diversified company with activities in construction, cement production, power generation, and real estate. For its construction and power projects, YTL Corporation Berhad mainly imports coal, cement, and steel.

Indonesia is a significant supplier of coal used for power generation. China supplies large quantities of steel and cement required for construction projects. Australia is also an important partner, especially for high-quality coal and certain steel products.

These imports are crucial for maintaining production capacities and supporting the various business segments of YTL.

Market share in the energy sector: 20% (2024, estimate)
EBITDA margin: 25% (2024)
Diversification: High, with activities in energy, construction, real estate, and telecommunications

YTL Corporation Berhad has a significant competitive advantage stemming from its strong market position in the energy sector and high EBITDA margin. The company benefits from a diversified business structure that allows it to spread risks and capitalize on various growth opportunities.

The strategic diversification across different sectors, including energy, construction, real estate, and telecommunications, provides YTL Corporation with a stable revenue stream and shields it from market fluctuations in any single sector. This strengthens its position against competitors who may be less diversified.

Furthermore, YTL has taken a forward-looking approach through its investments in sustainable energy solutions and infrastructure projects, helping it to thrive in a rapidly changing market environment. Together, these factors give YTL Corporation a robust competitive edge.

Institutional Investor Share: Approximately 30% (estimated for 2025 based on previous trends)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in YTL Corporation Berhad is estimated to be around 30%. This figure is based on historical data and typical ownership patterns in large publicly traded companies in Malaysia.

In 2024, there were no significant insider transactions, indicating that the management and major shareholders have confidence in the current corporate strategy. Such information is important for assessing the leadership's confidence in the company's future development.

Market share of YTL Corporation Berhad: Estimated 5% (2025)

Main competitors and their market shares:

1. Tenaga Nasional Berhad: 35%
2. Petronas Gas Berhad: 20%
3. Malakoff Corporation Berhad: 15%
4. Ranhill Utilities Berhad: 10%
5. YTL Corporation Berhad: 5%
6. Gas Malaysia Berhad: 5%
7. MMC Corporation Berhad: 4%
8. Sime Darby Berhad: 3%
9. UEM Group Berhad: 2%
10. Taliworks Corporation Berhad: 1%

Moat of YTL Corporation Berhad:

YTL Corporation Berhad has a moderate moat, mainly based on its diversification into various sectors such as construction, real estate, cement production, and utilities. This diversification provides some stability against market fluctuations in individual sectors.

Compared to its competitors, Tenaga Nasional Berhad has a stronger moat as it is the largest power utility company in Malaysia, thus holding a dominant market position. Petronas Gas Berhad benefits from the support of the state-owned Petronas Group, which also gives it a significant advantage.

YTL's advantage lies in its ability to leverage synergies between its different business segments and in strategic expansion into international markets. However, the moat remains limited compared to the leading companies in the energy sector.

Revenue Growth: 8.5% (2024)
Profit Growth: 7.2% (2024)
Return on Equity (ROE): 10.5% (2024)
Debt-to-Equity Ratio: 1.2 (2024)

YTL Corporation Berhad achieved a revenue growth of 8.5% in 2024, indicating a solid business performance. The profit growth of 7.2% shows that the company is able to increase its profitability, which is positive for investors.

The return on equity of 10.5% is an indicator of the efficiency with which the company uses its equity to generate profits. An ROE of over 10% is often considered healthy and indicates good corporate governance.

The debt-to-equity ratio of 1.2 shows that the company has more debt than equity, which is not uncommon in the industry. As long as the debt is well managed and the company is able to service its interest obligations, this does not pose a significant risk.

Overall, YTL Corporation Berhad demonstrates a stable financial performance, suggesting that the stock could be a potentially good investment, especially if the company successfully continues its growth strategy.

Dividend Yield: 3.5% (2025)
Dividend History: Stable payout over the last 5 years

YTL Corporation Berhad distributed a dividend yield of 3.5% in 2025. The company has maintained a stable dividend policy over the past five years, indicating a reliable payout.

The consistency of dividend payments suggests that YTL Corporation Berhad has a solid financial foundation that allows it to regularly return profits to shareholders. This stability can be attributed to diversified business operations and a conservative financial strategy.