SD Guthrie Bhd stock (MYL5285OO001): 35.8% Q4 profit drop on lower CPO prices

SD Guthrie Bhd reported a 35.8% decline in net profit to RM496 million for Q4 2025, pressured by falling crude palm oil prices, according to recent financial disclosures.

SD Guthrie Bhd (MYL5285OO001), a major Malaysian palm oil producer, posted a 35.8% drop in net profit to RM496 million for the fourth quarter of 2025, impacted by lower crude palm oil (CPO) prices. The results highlight ongoing challenges in the plantation sector amid volatile commodity markets. This development is relevant for US investors tracking exposure to Southeast Asian agribusiness through global commodity plays.

The stock traded at levels reflecting sector pressures on Bursa Malaysia as of early 2026, according to iSaham as of 05/2026. Lower CPO prices weighed heavily on financials, a common theme for palm oil peers.

As of: 12.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: SD Guthrie Bhd
• Sector/industry: Plantations / Palm Oil
• Headquarters/country: Malaysia
• Core markets: Asia, global commodities
• Key revenue drivers: Crude palm oil, plantations
• Home exchange/listing venue: Bursa Malaysia (SDG)
• Trading currency: MYR

SD Guthrie Bhd: core business model

SD Guthrie Bhd operates extensive oil palm plantations and milling operations primarily in Malaysia and Indonesia. The company cultivates fresh fruit bunches, processes them into crude palm oil and palm kernel oil, and engages in trading. This vertically integrated model supports steady revenue from commodity sales, with plantations forming the backbone.

Established as a key player in the agribusiness sector, SD Guthrie manages thousands of hectares under sustainable practices aligned with industry standards. Its operations cater to global demand for edible oils used in food, cosmetics, and biofuels, providing US investors indirect exposure to palm oil price cycles.

Main revenue and product drivers for SD Guthrie Bhd

Crude palm oil sales dominate revenue, supplemented by palm kernel products and downstream refining. In Q4 2025, lower CPO prices led to the 35.8% net profit decline to RM496 million, as reported in financial feeds from iSaham as of 05/2026. Production volumes and yield improvements partially offset price weakness.

Palm oil's role in global supply chains underscores SD Guthrie's position, with exports reaching markets including China and India. For US investors, the company's sensitivity to CPO benchmarks like those on the Bursa Malaysia Derivatives Exchange ties it to broader commodity trends.

Industry trends and competitive position

The palm oil sector faces headwinds from fluctuating CPO prices, sustainability regulations, and competition from soy and sunflower oils. SD Guthrie competes with giants like Sime Darby and IOI Corporation, leveraging scale in plantation acreage. Recent price softness reflects ample global supply and subdued demand.

Sustainability certifications enhance SD Guthrie's appeal amid ESG scrutiny, positioning it well for premium markets. US investors may note the sector's linkage to biofuel mandates and food inflation dynamics.

Conclusion

SD Guthrie Bhd's Q4 2025 results reflect palm oil market volatility, with profits down amid lower CPO prices. The company's strong plantation assets and global reach provide resilience, though commodity dependence persists. US investors monitoring agribusiness should watch CPO trends and sustainability updates for context on this Bursa-listed name.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.