Real Estate Development: 40%
Investment Properties: 35%
Hospitality: 25%

TOP 3 Markets:
Singapore: 45%
Australia: 30%
Thailand: 15%

Frasers Property Limited mainly generates its revenue from three sectors: real estate development, investment properties, and the hospitality sector. The largest share of revenue comes from real estate development, followed by investment properties and the hospitality sector.

Geographically, Singapore is the most important market for Frasers Property, followed by Australia and Thailand. These markets contribute the largest portion to the company's total revenue and are crucial for its strategic direction and future growth.

Production Sites: Singapore, Australia, Thailand, Vietnam, China

Frasers Property Limited is an internationally active real estate company headquartered in Singapore. The company operates in multiple countries and develops as well as manages real estate projects in various regions. Production and development activities mainly focus on Asia-Pacific, especially in the countries mentioned above. Frasers Property is known for its residential, commercial, and industrial real estate projects.

Strategic Growth Focus:

• Diversification of Real Estate Portfolios
• Sustainable Development Projects
• Expansion into Emerging Markets

Frasers Property Limited pursues a strategy focusing on diversification and sustainability. The company plans to further diversify its real estate portfolios to minimize risks and unlock new growth opportunities. This includes expanding both commercial and residential properties in various geographical regions.

Another key focus is on sustainable development projects. Frasers Property invests in environmentally friendly construction methods and technologies to reduce the ecological footprint and meet the increasing demands for sustainable real estate.

Additionally, the company aims to expand into emerging markets to benefit from growth opportunities there. This includes both organic growth and strategic acquisitions to strengthen market presence.

Main raw materials: Steel, concrete, wood, glass

Countries of origin:

• Steel: China, South Korea
• Concrete: Local suppliers (Singapore), Malaysia
• Wood: Indonesia, Malaysia
• Glass: China, Japan

Frasers Property Limited is a significant real estate company that imports a variety of raw materials for its construction projects. Steel and glass are mainly sourced from China and South Korea, as these countries are leading in the production and export of these materials. Concrete is often imported locally or from nearby countries like Malaysia to minimize transportation costs. Wood is predominantly imported from Indonesia and Malaysia, as these countries have abundant wood resources and are geographically well located.

These import strategies enable Frasers Property to optimize costs and secure high-quality materials for their construction projects.

Market share in Singapore: 12% (2024, estimated)
EBITDA margin: 28% (2024)
Real estate portfolio value: 40 billion SGD (2024)

Frasers Property Limited has a significant competitive advantage, especially in the Asia-Pacific region, with a strong focus on Singapore. The company benefits from a diversified real estate portfolio that includes residential, commercial, and industrial properties. This diversification allows Frasers to better cushion market fluctuations and secure stable sources of income.

Another competitive advantage is the high EBITDA margin of 28%, which indicates efficient cost management and strong operational performance. This enables the company to remain profitable even in economically challenging times.

The company continuously invests in sustainable construction projects and innovative technologies, increasing its attractiveness to environmentally conscious investors and tenants. These strategic initiatives strengthen the market position of Frasers Property Limited and contribute to a sustainable competitive advantage.

Institutional Investor Share: approx. 60% (2025, estimated) Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

Frasers Property Limited has a strong presence of institutional investors, holding about 60% of the shares. This demonstrates the confidence of institutional investors in the company's long-term strategy and stability.

In 2025, there were no significant insider transactions, indicating a stable internal assessment of the company's development. This can be seen as a sign that management has confidence in the current strategic direction.

Market share of Frasers Property Limited: Estimated 3-5% (2025)

Major competitors and their market shares:

1. CapitaLand Group: 10-12%
2. City Developments Limited: 8-10%
3. UOL Group Limited: 6-8%
4. Keppel Land: 5-7%
5. Frasers Property Limited: 3-5%
6. Mapletree Investments: 3-5%
7. GuocoLand Limited: 2-4%
8. Wing Tai Holdings: 2-3%
9. Bukit Sembawang Estates: 1-2%
10. Ho Bee Land: 1-2%

Moat of Frasers Property Limited:

Frasers Property Limited has a moderate moat, mainly characterized by its diversified real estate development and management across various geographical markets. The company has a strong presence in Asia, Australia, and Europe, providing it with a certain level of stability and risk diversification. Additionally, it benefits from its established brand and a wide portfolio of real estate projects.

Compared to its competitors like CapitaLand Group and City Developments Limited, which have larger financial resources and a more extensive global presence, the moat of Frasers Property is less pronounced. These competitors often have the advantage of a stronger market position and greater scalability, allowing them to operate more efficiently and undertake larger projects.

In summary, while Frasers Property Limited has some competitive advantages, it lags behind some of its larger competitors in terms of market share and moat.

Revenue Growth: 8% (2024) Profit Growth: 6% (2024) Real Estate Portfolio Appreciation: 5% (2024)

Frasers Property Limited achieved solid revenue growth of 8% in 2024, attributed to strong demand in core markets and successful real estate developments. The 6% profit growth highlights efficiency in cost control and the ability to remain profitable despite economic challenges.

The company has appreciated its real estate portfolio by 5%, indicating strategic investments and positive market developments in the regions where it operates. This appreciation is an indicator of the company's long-term stability and growth potential.

Additionally, Frasers Property Limited has invested in sustainable development projects, which could not only secure future cash flow but also enhance the company's image in terms of environmental responsibility. These strategic steps could position the company advantageously in the coming years.

Overall, Frasers Property Limited demonstrates positive trends in its financial metrics and strategic initiatives, making it a potentially attractive investment for long-term oriented investors.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Steady payout over the last five years

Frasers Property Limited has been paying a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield for 2025 is around 4.5%, which is competitive compared to other real estate companies.

The company has a solid financial foundation and a diversified real estate strategy that contributes to the stability of dividends. Analysts expect Frasers Property Limited to maintain a consistent dividend policy in the coming years as long as there are no significant market changes.