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Assets Transferred to Olam Agri
In addition to the edible oil refinery in Mozambique, several other key industrial and commodity assets were shifted to Olam Agri to consolidate its "food, feed, and fibre" portfolio:
Olam Group
Olam Group
+3
Sugar Milling Assets (India): Transferred from ROG to Olam Agri in 2023.
Grains & Oilseeds: Includes major global sourcing and processing operations.
Rice & Cotton: Core commodity businesses moved into this segment.
Animal Feed & Protein: Operations in Nigeria and Senegal.
Rubber & Wood Products: Integrated into the Agri-industrial services.
Olam Group
Olam Group
In addition to the edible oil refinery in Mozambique, several other key industrial and commodity assets were shifted to Olam Agri to consolidate its "food, feed, and fibre" portfolio:
Olam Group
Olam Group
+3
Sugar Milling Assets (India): Transferred from ROG to Olam Agri in 2023.
Grains & Oilseeds: Includes major global sourcing and processing operations.
Rice & Cotton: Core commodity businesses moved into this segment.
Animal Feed & Protein: Operations in Nigeria and Senegal.
Rubber & Wood Products: Integrated into the Agri-industrial services.
Olam Group
Olam Group
Where did the S$2.8 billion go?
The S$2.8 billion represents the Invested Capital?the total money put into those businesses over years. The reason the BV is now only S$175 million is due to:
Asset Transfers: Profitable businesses (like the edible oil processing in Mozambique) were transferred from ROG to Olam Agri or ofi to prepare them for sale or IPO.. ----- GoogleAI
The S$2.8 billion represents the Invested Capital?the total money put into those businesses over years. The reason the BV is now only S$175 million is due to:
Asset Transfers: Profitable businesses (like the edible oil processing in Mozambique) were transferred from ROG to Olam Agri or ofi to prepare them for sale or IPO.. ----- GoogleAI
Understand some of the companies in ROG were actually in-house supporting AGRI operation , like the recent shut down Jiva , Arise is providing port service to products of AGRI , in bound and nout bound .
OLAM sold Arise and Mindspring at above BV , so not that bad as we assume ?
OLAM sold Arise and Mindspring at above BV , so not that bad as we assume ?
We base on yje revised BV , with the AGRI USD2.58B , the BV should be slightly more than S$10b , so the NTA per share should be around S$2.70. OFI ipo should revise the NTA even higher > correct me if I am wrong , thanks .
Simply, it is not good stock to invest?
alexvar ( Date: 29-Apr-2026 17:43) Posted:
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yep, too many problems and too much debt in OGH (previously Remaining Olam Group).
shitty assets, too much debt, bad host countries such as Gabon and Russia.
it' s pity Olaim sold its best profit-generating Olam Agri to bail out the debts of its cash-losing OGH (previously Remaining Olam Group) biz.
dydd.
shitty assets, too much debt, bad host countries such as Gabon and Russia.
it' s pity Olaim sold its best profit-generating Olam Agri to bail out the debts of its cash-losing OGH (previously Remaining Olam Group) biz.
dydd.
Seem like Olam in deep shit. Since it' s stink, better stay clear. But, why still got buyers and Temasek stay put?
alexvar ( Date: 29-Apr-2026 16:53) Posted:
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Basically, Olaim is using the Olam Agri sale proceeds to close down huge debts of its useless money-losing businesses in africa and russia.
What a disgrace!
How did Temasek let Olaim invest in those risky countries & risky assets ?!
because of these OGH (ROG) debts, they have to sell the solid Olam Agri biz.
dydd
What a disgrace!
How did Temasek let Olaim invest in those risky countries & risky assets ?!
because of these OGH (ROG) debts, they have to sell the solid Olam Agri biz.
dydd
alexvar ( Date: 29-Apr-2026 16:44) Posted:
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big questions:
1) how much sustainable Free cash flow & dividends OFI can produce after Olam Agri and OGH (previously Remaining Olam Group)?
2) OGH (previously Remaining Olam Group):
OGH: S$175 million equity
Collectively, OGH consisting of Olam Palm Gabon, Olam Rubber Gabon,
Rusmolco, Caraway, ARISE P& L, Mantra, Gabon Fertiliser Project, together with Mindsprint
and Terrascope, has a total invested capital of approximately S$2.8 billion as at end-2025.
OGH has huge debts, and shitty assets such as in Russia and Gabon?
OGH Total assets S$2.8 billion
OGH equity: S$175 million
OGH Total liabilities: staggering debts of S$2.6 BILLION
OGH LEVERAGE (total assets / total equity): 16X
OMG, OGH is a major indebted mess!
dydd
1) how much sustainable Free cash flow & dividends OFI can produce after Olam Agri and OGH (previously Remaining Olam Group)?
2) OGH (previously Remaining Olam Group):
OGH: S$175 million equity
Collectively, OGH consisting of Olam Palm Gabon, Olam Rubber Gabon,
Rusmolco, Caraway, ARISE P& L, Mantra, Gabon Fertiliser Project, together with Mindsprint
and Terrascope, has a total invested capital of approximately S$2.8 billion as at end-2025.
OGH has huge debts, and shitty assets such as in Russia and Gabon?
OGH Total assets S$2.8 billion
OGH equity: S$175 million
OGH Total liabilities: staggering debts of S$2.6 BILLION
OGH LEVERAGE (total assets / total equity): 16X
OMG, OGH is a major indebted mess!
dydd
Accumulate Olam 1.02 - 1.03
Thanks Kiki, can we assume the total liability of the ROG is usd2B ?
Kikikiki ( Date: 29-Apr-2026 09:36) Posted:
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He was referring to the perpetual bonds (perps), not perks.
chances of tranche two early purchase is high at 2027 as well, as there is a 6% interest IRR compounded if they delay and opt for 3 years at 2029. just hope the management execute the whole restructure nicely together with ofi ipo listing. for now it is a waiting game
One investor in AGM of Olam yesterday asked the CEO ， what is the " perks " of ROG , What exactly is this "perks" ? Hope some friends can help to enlighten , thanks.
Olam Group completes 44.58% stake sale in Olam Agri to SALIC for US$1.88 bil
In a bourse filing on April 27, Olam Group says that it has completed the sale of a 44.58% stake in Olam Agri to the Saudi Agriculture & Livestock Investment Company (SALIC) which will now own 80.01% of Olam Agri.
SALIC is paying around US$1.88 ($2.4) billion for the stake, valuing Olam Agri at US$4 billion.
Olam Group retains a put option to sell its remaining 19.99% stake in Olam Agri to SALIC on the third anniversary of the completion of the current transaction at the base consideration of approximately US$799.6 million and additional option consideration plus a 6% IRR, providing certainty complete divestment of Olam Agri. SALIC also retains a call option to acquire the remaining 19.99% stake on or before the third anniversary at the same consideration.
Olam Group deputy chairman Yap Chee Keong says that the deal is a &ldquo major step forward&rdquo in delivering the company&rsquo s reorganisation plan. &ldquo It realises significant value and will enable right-sizing of the capital structure of the Group,&rdquo says Yap. &ldquo We will continue to focus on the responsible divestment and monetisation of the businesses in OGH [Olam Group Holdco, previously known as Rest of Olam Group], and execute growth initiatives to enable ofi [Olam Food Ingredients] to realise its full potential value.&rdquo
Sunny Verghese, co-founder and CEO of Olam Agri, says, &ldquo The completion of SALIC&rsquo s acquisition of Olam Agri is a transformative step forward to accelerate Olam Agri&rsquo s growth and strengthen our position as a leading global agri-business and integrated food security leader.
&ldquo With SALIC as a strategically aligned, committed long-term partner and food security leader, we can build on our historical track record of strong performance to further accelerate and scale our ambitions for profitable growth and value creation.&rdquo
What happened to Olam again? Trump got shot or Trump order another shot? Who didn' t start the fire?
The big question is, besides the special dividends from selling OGH assets, to what extent will we see special dividends from OFI before an eventual sale/IPO from winding down the working capital with weaker cocoa/coffee prices. The CFO said we would see this effect in 2H26, so based on that we could see something from this in the FY26 results.
For starters that US$500m equity injection into OFI to sustain the working capital in June 2025 can be reversed. Thats 17 cents already. And the positive working capital base OFI is running now is much bigger than that, and may not be needed if prices stay where they are.
For starters that US$500m equity injection into OFI to sustain the working capital in June 2025 can be reversed. Thats 17 cents already. And the positive working capital base OFI is running now is much bigger than that, and may not be needed if prices stay where they are.
CEO cannot give a gauge too. My guesstimate is around 20-40cents special dividend if all 10 assets are sold.. Currently they have completed 4,the other 6 assets can only sell in stages.. might takes another 1-2years?be patient
Newbie85 ( Date: 28-Apr-2026 08:28) Posted:
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Any idea how much is the special dividend!?!