Revenue distribution by sectors:

• Pet food: 40%
• Agricultural products: 35%
• Food processing: 25%

TOP 3 markets and their percentage shares:

• Thailand: 50%
• China: 20%
• Vietnam: 15%

Charoen Pokphand Foods Public Company Limited generates the majority of its revenue from the pet food sector, followed by agricultural products and food processing. The domestic market in Thailand remains the largest revenue contributor, followed by China and Vietnam, which also make significant contributions. These markets are crucial for the company as they offer both strong demand and growth opportunities.

Production Sites: Thailand, Vietnam, China, India, Philippines, Russia, Turkey, USA

Charoen Pokphand Foods Public Company Limited (CPF) is a multinational company with a diversified production base. The main production facilities are located in Thailand, where the company originated. In addition, CPF has expanded its production capacities in several other countries to meet local demand and utilize export opportunities.

In Asia, Vietnam, China, India, and the Philippines are significant locations for production. These countries offer strategic advantages in terms of raw material availability and cost-effective labor. In Europe and Asia, CPF has also established production sites in Russia and Turkey.

In the USA, CPF has also built production capacities to better serve the North American market. This international presence enables CPF to flexibly respond to market changes and efficiently distribute its products worldwide.

Revenue Growth: Estimated 8-10% annually (2025 forecast)
Investments in Sustainable Agriculture: $1.5 billion USD by 2025

Charoen Pokphand Foods Public Company Limited (CPF) pursues a growth strategy that is strongly focused on sustainability and international expansion. The company plans to expand its presence in emerging markets, particularly in Asia and Africa, to capitalize on the increasing demand for proteins.

A key element of the strategy is investing in sustainable agriculture and technologies to improve efficiency and reduce the ecological footprint. CPF is committed to investing approximately $1.5 billion USD in projects promoting sustainable practices by 2025.

In addition, CPF is focusing on developing new product lines that align with changing consumer preferences, such as plant-based protein alternatives. These strategic measures are intended to enable the company to increase both revenue growth and market share in the coming years.

Main Imported Raw Materials: Soybeans, Corn, Fishmeal

Countries of Origin:

• Soybeans: USA, Brazil
• Corn: Argentina, Brazil
• Fishmeal: Peru, Chile

Charoen Pokphand Foods Public Company Limited (CPF) is heavily reliant on the import of raw materials needed for animal feed production. Soybeans and corn are essential components for feed manufacturing, and CPF primarily sources these from the USA, Brazil, and Argentina. These countries are leading in the production and export of these agricultural commodities.

Fishmeal, another important ingredient, is predominantly imported from Peru and Chile. These countries are known for their fishing industry and the production of high-quality fishmeal used in aquaculture and animal nutrition.

The dependence on imported raw materials makes CPF vulnerable to global market price fluctuations and trade conditions, which can impact production costs and ultimately profit margins.

Market share in Thailand: approx. 20% (estimated for 2025)
International presence: Active in over 20 countries
R&D investments: 3% of revenue (2024)

Charoen Pokphand Foods Public Company Limited (CPF) has a significant competitive advantage based on several factors. Firstly, its high market share in Thailand, one of the largest markets for agricultural and food products in Southeast Asia, secures the company a stable source of income and a strong market position.

Secondly, its international presence in over 20 countries enables CPF to benefit from global market opportunities and minimize risks through geographic diversification. This international expansion strengthens the brand and increases economies of scale.

Thirdly, the continuous investments in research and development, accounting for about 3% of revenue, demonstrate the company's commitment to innovation and efficiency enhancement. This helps in developing new products and optimizing production processes, ultimately increasing competitiveness in the long term.

Overall, CPF positions itself as a leading company in the agricultural and food industry with a solid competitive advantage through its strong market position, international reach, and innovation capabilities.

Institutional Investor Share: Approximately 45% (estimated for 2025 based on historical data and trends)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

Charoen Pokphand Foods Public Company Limited has traditionally had a significant share of institutional investors, indicating trust in the management and long-term growth strategy. The institutional investor share typically ranges around 40-50%, which also seems realistic for 2025.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting a stable assessment of the company's value by management and other insiders. Such transactions are often seen as indicators of the company's future development, with the absence of transactions possibly indicating a neutral to positive assessment.

Market share of Charoen Pokphand Foods (CPF): Estimated 12% (2025)

Top competitors and their market shares:

1. Tyson Foods: Estimated 15% (2025)
2. JBS S.A.: Estimated 14% (2025)
3. WH Group: Estimated 10% (2025)
4. BRF S.A.: Estimated 9% (2025)
5. Hormel Foods: Estimated 8% (2025)

Charoen Pokphand Foods Public Company Limited (CPF) is a significant player in the global food and agriculture sector, particularly in Asia. CPF's market share is estimated at around 12%, making it one of the leading providers in the industry.

CPF's "moat" mainly consists of its vertically integrated supply chain, which allows the company to control costs and ensure the quality of its products. Additionally, CPF benefits from a strong brand presence in Asia and a wide range of products, ranging from animal feed to processed foods.

Compared to its competitors, CPF has a solid, but not insurmountable moat. Companies like Tyson Foods and JBS S.A. also have strong market positions, especially in the USA and South America, and benefit from significant economies of scale and global distribution networks. These companies may have a stronger moat in certain markets or product categories.

Overall, CPF has a significant advantage in its regional dominance and integrated business strategy, but they must continue to invest in innovation and expansion to strengthen their moat against global giants.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Asia: 12% (2024)

Charoen Pokphand Foods Public Company Limited (CPF) shows solid revenue and profit growth, indicating strong operational performance and efficient cost control. The company benefits from its leading market position in Asia and its diversification into various food categories.

Strategic expansion into new markets and investments in sustainable production methods strengthen long-term growth prospects. Additionally, CPF has been consistently investing in research and development in recent years to bring innovative products to the market, further enhancing competitiveness.

Given these factors, CPF's stock could present an attractive investment opportunity, especially for investors focusing on long-term growth and market stability. However, it is advisable to consider macroeconomic conditions and potential risks in the food industry before making a final investment decision.

Dividend Yield: 3.5% (2024) Dividend History: Consistent payout over the last 5 years

Charoen Pokphand Foods Public Company Limited (CPF) has pursued a consistent dividend policy in recent years. The dividend yield was approximately 3.5% in 2024, which can be considered moderate compared to industry standards.

The reliability of the payout is supported by CPF's stable business development and strong market position. The company has been paying dividends continuously over the past five years, indicating a solid financial foundation and sustainable profitability. Analysts expect that CPF will continue to be able to pay dividends in the coming years, provided that no unforeseen economic challenges arise.