KL Kepong stock settles gas dispute with limited earnings impact

Published on 10/07/2026 at 06:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

KL Kepong stock traded at MYR 21.16 on October 7, 2026, down 0.75 percent in Bursa Malaysia trading. The latest quarter posted MYR 7.054 billion in revenue and a MYR 1.344 billion loss.

KL Kepong, MYL2445OO004, Illustration mit AI erstellt.

KL Kepong (ISIN MYL2445OO004) was trading at MYR 21.16 on Bursa Malaysia on October 7, 2026, down MYR 0.16 or 0.75 percent from the prior close. The company has also resolved an Indonesian gas supply arbitration dispute, while its latest quarter showed MYR 7.054 billion in revenue and a MYR 1.344 billion net loss.

Gas dispute reaches settlement

According to The Edge Malaysia on October 3, 2026, KL Kepong said its Indonesian subsidiary PT Perindustrian Sawit Synergi had received an arbitral award linked to the termination of a gas supply agreement. The parties reached a consensual commercial resolution, and KL Kepong said the outcome was not expected to materially affect earnings, net assets or gearing for the fiscal year ended September 30, 2026.

The underlying claim was MYR 158.73 million under a take-or-pay clause. The terms of the settlement were not disclosed, but the filing said it did not represent an admission of liability or wrongdoing by either party.

Quarterly loss changes the picture

KL Kepong's latest reported quarter ended June 30, 2026. Investing.com lists revenue of MYR 7.054 billion, up from MYR 6.550 billion in the previous quarter, while net income moved from MYR 294.05 million to a MYR 1.344 billion loss. The latest quarter's EPS was negative MYR 1.21, compared with positive MYR 0.26 in the preceding quarter.

The earnings comparison matters because the revenue increase did not translate into profit. The reported loss also makes commodity prices, plantation yields and cost control central to the next results cycle.

Analysts see recovery potential

A consensus published by Investing.com is Buy from 17 analysts, with 8 Buy, 9 Hold and 0 Sell ratings. The average 12-month target is MYR 24.74, with a high of MYR 31 and a low of MYR 20.15; the target lies 16.92 percent above the MYR 21.16 price.

The Star reported on October 6, 2026 that Kenanga Research maintained an Outperform call on KL Kepong with a MYR 25.80 target. The same report highlighted drought, haze and sustainability pressure across Malaysian plantation companies, making operating conditions a counterweight to the consensus valuation.

InvestPane lists November 25, 2026 as KL Kepong's next earnings date in its company calendar, providing the next scheduled checkpoint for the loss and plantation outlook.

KL Kepong stock stays below yearly high

KL Kepong stock was last at MYR 21.16 on Bursa Malaysia at 11:48 a.m. MYT on October 7, 2026. The price was 8.72 percent below its 52-week high of MYR 23.18 and above the 52-week low of MYR 18.60.