Added to YB: 2026-09-14
Pitch date: 2026-08-27
P8Z.SI [neutral]
Bumitama Agri Ltd.
Author Info
Whiteout Capital is a software engineer and private investor publishing independent research focused on global microcaps. Sign up for the newsletter.
Company Info
Bumitama Agri Ltd., an investment holding company, engages in the production and trading of crude palm oil (CPO) and palm kernel (PK) in Indonesia.
Market Cap
SGD 48.9T
Pitch Price
N/A
Price Target
N/A
Dividend
4.61%
EV/EBITDA
7.85
P/E
14.52
EV/Sales
2.30
Sector
Food Products
Category
growth
Traverse #1 - Starting Singapore Exchange: #'s-C - Bumitama Agri Ltd.
P8Z.SI (quick overview): Bumitama Agri is a well-run, roughly 185,000-hectare Indonesian palm-oil producer with nearly 30% gross margins; a rough estimate suggests Indonesia’s 50% biofuel mandate could lift earnings 20-30%. However, CPO prices are near multi-year highs, the company cannot control mandate policy, and its 15.3-year average palm age points to substantial replanting needs, while post-deleveraging capital allocation remains unclear beyond higher dividends and operational improvements.
Read full article (1 min)