SD Guthrie stock gets a 21 year solar power deal
Published on 10/05/2026 at 11:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
SD Guthrie Berhad (ISIN MYL5285OO001) was trading at MYR 6.100 on Bursa Malaysia on October 2, 2026 at 9:31 a.m. MYT, up 0.83 percent from MYR 6.050. The fresh operating story is a 680 MWac solar project linked to a 21-year renewable power contract for data centers, as The Star reported on October 1, 2026.
680 MWac project expands earnings mix
The project is being developed through G3nerasi Kinta, in which SD Guthrie holds an indirect 33.5 percent stake alongside Gentari Renewables and Gamuda. The contract gives the renewable energy business a long-duration income stream alongside the plantation and land-development operations.
The Star reported that Phillip Capital Research expects RM159 million of annual revenue attributable to SD Guthrie's joint-venture interest. The same report said a proposed RM418.5 million land disposal could generate a RM373.4 million net gain when completed in the second quarter of fiscal year 2027.
Q2 profit rises 95 percent
SD Guthrie's Q2 FY2026 net profit reached RM987 million, up 95 percent year over year, while revenue declined 4 percent to RM4,943 million. For the first half, net profit rose 44 percent to RM1,547 million and revenue fell 4 percent to RM9,633 million, according to Quartr in its Q2 FY2026 summary dated September 21, 2026.
The earnings mix matters because the revenue decline came with higher profit. Q2 PBIT rose 63 percent to RM1,313 million, while basic earnings per share increased 96 percent to 14.3 sen, showing the contribution from industrial development and downstream operations.
Analysts keep a positive stance
Consensus cited by The Edge Malaysia on October 5, 2026 comprised 17 buy calls and three hold calls, with a 12-month target price of RM7.68. The same source linked SD Guthrie's outlook to Indonesian land-regulation uncertainty, making execution and the final rules important counter-factors for the plantation portfolio.
On October 2, the stock's MYR 6.100 price stood MYR 0.900 below its 52-week high of MYR 7.000 and MYR 0.920 above its 52-week low of MYR 5.180. Market capitalization was MYR 41.84 billion and volume was 5.48 million shares.
SD Guthrie stock holds above MYR 6
SD Guthrie stock was last at MYR 6.100 on Bursa Malaysia on October 2, 2026 at 9:31 a.m. MYT. The next dated shareholder checkpoint is October 20, 2026, when the interim dividend goes ex-date, according to The Edge Malaysia.
SD Guthrie stock facts
- Company: SD Guthrie Berhad
- ISIN: MYL5285OO001
- Ticker: 5285
- Trading venue: Bursa Malaysia
- Price (as of October 2, 2026, 9:31 a.m. MYT): MYR 6.100
- Market capitalization: MYR 41.84 billion (as of October 2, 2026)
- 52-week range: MYR 5.180-7.000 (as of October 2, 2026)
- Sector / Industry: Process Industries / Agricultural Commodities and Milling
Upcoming dates for SD Guthrie stock
- October 20, 2026: Interim dividend ex-date
