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📈 Overall outlook for ComfortDelGro
Base case for 2026:
Base case for 2026:
- Stable earnings growth (~5 ~ 8%)
- Strong dividends
- Expansion overseas
- Slow growth in Singapore taxi segment
Need oil to run taxi fleet. Down! Unless weekend things change in Middle East
📈 Overall outlook for ComfortDelGro
Base case for 2026:
- Stable earnings growth (~5&ndash 8%)
- Strong dividends
- Expansion overseas
- Slow growth in Singapore taxi segment
👉 Analysts generally rate the stock &ldquo BUY / ADD&rdquo with target ~S$1.70.
Comfortdelgro profitability is well hedged aganist increase in oil price. They mentioned in one of the AGM that their contract are indexed.
The problem is broader uncertaintiy and decline across the board dragging down CDG share prices.
Market seems to seriously underestimate the impact of the war for now- probably due to western media manipulating the news and trump admin putting up a strong front.
The problem is broader uncertaintiy and decline across the board dragging down CDG share prices.
Market seems to seriously underestimate the impact of the war for now- probably due to western media manipulating the news and trump admin putting up a strong front.
If the rise in fuel prices is sustained the taxis should increase their prices. This is how a normal business functions.
Then if the government does not want this to happen then they should be providing a fuel subsidy.
Then if the government does not want this to happen then they should be providing a fuel subsidy.
I agree 
JurongW ( Date: 05-Mar-2026 15:38) Posted:
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A good & practical proposal.
No reason why the management would mind if their good performance can be reflected by a strong share price.
No reason why the management would mind if their good performance can be reflected by a strong share price.
alanchee ( Date: 06-Mar-2026 15:14) Posted:
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They should pay out special dividend say 2 cents, about $44M+, in addition to the final to reward SH. Cash balance $860+ M so no issue on cashflow. Instead of 100% payout ratio, better tell investors that every now snd then there will be such rewards, subject to performance. SBS declared special div and price shot up slthough revenue and net profits drop, ircc.
JurongW ( Date: 05-Mar-2026 15:38) Posted:
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Market seem to be in very normal trading. The effect to oil looks to be very exaggerated for now.
Joelton ( Date: 06-Mar-2026 10:33) Posted:
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ComfortDelGro' s largest shareholder Silchester raises stake to 7.05% after buying 4 mil shares at $1.4629 each
Silchester International Investors, the largest shareholder of ComfortDelGro, has on March 4 paid $5.85 million to increase its stake by 4 million.
At this price, Silchester is paying an average of $1.4629 each.
The asset manager now owns nearly 152.74 million shares, equivalent to 7.05% of the company. It held 6.86% previously.
On Feb 27, ComfortDelGro has reported record revenue of $5.06 billion for the FY2025 ended Dec 31, 2025, 13% higher y-o-y. This also marks the first time the group&rsquo s topline has crossed the $5 billion mark. Earnings also rose by 9.4% y-o-y to $230.3 million.
The board has proposed a final dividend of 4.59 cents per share, bringing its total dividend for FY2025 to 8.5 cents per share, or 80% of its patmi.
No worries,still got little bull , haha 
erik_ryan ( Date: 06-Mar-2026 00:11) Posted:
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Soon Gov going to announce higher fares due to escalating oil prices.
To help the transport companies to cushion its impact on higher costs.
To help the transport companies to cushion its impact on higher costs.
On Feb 27, ComfortDelGro has reported record revenue of $5.06 billion for the FY2025 ended Dec 31, 2025, 13% higher y-o-y. This also marks the first time the group topline has crossed the $5 billion mark. Earnings also rose by 9.4% y-o-y to $230.3 million.
The board has proposed a final dividend of 4.59 cents per share, bringing its total dividend for FY2025 to 8.5 cents per share, or 80% of its patmi
The board has proposed a final dividend of 4.59 cents per share, bringing its total dividend for FY2025 to 8.5 cents per share, or 80% of its patmi
The bear is already here.
Going to take a while for the market to truly disgest the full implication of this war.
Going to take a while for the market to truly disgest the full implication of this war.
Silchester International Investors LLP increasd its stake in Comfort to 7.05%:
21 Jan 26 - 3,550,000 shares at $1.465
02 Feb 26 - 3,635,000 shares at $1.4725
04 Mar 26 - 4,000,000 shares at $1.4629
Details:
https://links.sgx.com/1.0.0/corporate-announcements/BUBHJ3N030R3S4HY/872779__Form%203%20-%20Silchester%20-%20ComfortDelGro%20-%2020260121.pdf
https://links.sgx.com/1.0.0/corporate-announcements/HS8LYD4P0ED6CMPG/873982__Form%203%20-%20Silchester%20-%20ComfortDelGro%20-%2020260202.pdf
https://links.sgx.com/1.0.0/corporate-announcements/WQMJAOXZH13I1AZR/877522__2026-03-04%20-%20Form%203%20-%20Silchester%20-%20ComfortDelGro.pdf
21 Jan 26 - 3,550,000 shares at $1.465
02 Feb 26 - 3,635,000 shares at $1.4725
04 Mar 26 - 4,000,000 shares at $1.4629
Details:
https://links.sgx.com/1.0.0/corporate-announcements/BUBHJ3N030R3S4HY/872779__Form%203%20-%20Silchester%20-%20ComfortDelGro%20-%2020260121.pdf
https://links.sgx.com/1.0.0/corporate-announcements/HS8LYD4P0ED6CMPG/873982__Form%203%20-%20Silchester%20-%20ComfortDelGro%20-%2020260202.pdf
https://links.sgx.com/1.0.0/corporate-announcements/WQMJAOXZH13I1AZR/877522__2026-03-04%20-%20Form%203%20-%20Silchester%20-%20ComfortDelGro.pdf
Hmm why then US is evacuating its citizens now.
beng1102 ( Date: 05-Mar-2026 16:30) Posted:
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Iran could soon running out of missile. https://www.wsj.com/livecoverage/iran-us-israel-conflict-2026/card/western-official-estimates-iran-likely-has-just-days-of-missile-strikes-left-hxtmlurjBExbMGu5eHxj
investshare ( Date: 04-Mar-2026 20:41) Posted:
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Management has demonstrated care for drivers welfare.
They should also prioritize shareholders interests by targeting at least a 20% increase in annual profits, which would drive a substantial rise in the share price.
They should also prioritize shareholders interests by targeting at least a 20% increase in annual profits, which would drive a substantial rise in the share price.
Winnertakeall ( Date: 05-Mar-2026 15:04) Posted:
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ComfortDelGro to partially absorb higher fuel costs at its petrol pumps
It will also deploy fuel subsidies to ease the financial pressure on its drivers in the wake of higher pump prices amid the Iran war
https://www.businesstimes.com.sg/companies-markets/transport-logistics/comfortdelgro-partially-absorb-higher-fuel-costs-its-petrol-pumps
It will also deploy fuel subsidies to ease the financial pressure on its drivers in the wake of higher pump prices amid the Iran war
https://www.businesstimes.com.sg/companies-markets/transport-logistics/comfortdelgro-partially-absorb-higher-fuel-costs-its-petrol-pumps
Phillip Capital - Worsening decline in taxi fleet
FY25 revenue/PATMI were within expectations at 101%/97% of our FY25e forecast. Underlying net profit in 4Q25 declined 2% YoY to S$56mn. Taxi operating earnings declined 20% YoY to S$28.8mn.
The taxi fleet in Singapore is shrinking at a faster pace. 4Q25 taxi fleet declined 8.7% YoY, double the 4.1% fall in 4Q24. Taxi rental is a high-margin segment. There are no indications that the contraction will stabilise as competition for drivers intensifies.
We lower our FY26e earnings by 11% to S$215mn. Our DCF target price is lowered to S$1.50, and ACCUMULATE recommendation is maintained. Earnings will be supported by continued London bus repricing, improvement in Australian driver shortages, and Manchester bus and Stockholm rail contracts. However, the loss of bus packages and a fall in the Singapore taxi fleet will be major pressure points on earnings. Comforts pay an attractive dividend yield of 6%.
The taxi fleet in Singapore is shrinking at a faster pace. 4Q25 taxi fleet declined 8.7% YoY, double the 4.1% fall in 4Q24. Taxi rental is a high-margin segment. There are no indications that the contraction will stabilise as competition for drivers intensifies.
We lower our FY26e earnings by 11% to S$215mn. Our DCF target price is lowered to S$1.50, and ACCUMULATE recommendation is maintained. Earnings will be supported by continued London bus repricing, improvement in Australian driver shortages, and Manchester bus and Stockholm rail contracts. However, the loss of bus packages and a fall in the Singapore taxi fleet will be major pressure points on earnings. Comforts pay an attractive dividend yield of 6%.