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Git it , Thanks.
Alignment ( Date: 01-Mar-2026 18:44) Posted:
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They had a results presentation starting at 1030am on Friday. Some people attend in person, and there is also a webcast.
eddyeddy ( Date: 28-Feb-2026 21:47) Posted:
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Pls enlighten how to participate in this Q&A , I hope to join in , in the next one . Thanks .
Alignment ( Date: 28-Feb-2026 17:06) Posted:
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Many thanks 🙏
Alignment ( Date: 28-Feb-2026 17:06) Posted:
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ECOWAS is like the EU, a regional grouping not a single country.
It was explained that the requirement for a competition filing to be made to this regional entity was only recently introduced, hence why SALIC only recently made this filing. In fact the Olam Agri deal is one of the first transactions that has been filed under this new requirement.
It was explained that the requirement for a competition filing to be made to this regional entity was only recently introduced, hence why SALIC only recently made this filing. In fact the Olam Agri deal is one of the first transactions that has been filed under this new requirement.
eddyeddy ( Date: 28-Feb-2026 15:36) Posted:
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Hi Alignment, Sorry , miss that . Pls share why was the delay of that filling ? Thanks
Alignment ( Date: 28-Feb-2026 11:03) Posted:
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Olam H2 earnings jump 213.4% as continuing operations improve final dividend withheld amid restructuring
The group has obtained approvals from all jurisdictions &ndash save for one &ndash for the sale of its 44.58% stake in Olam Agri
[SINGAPORE] Olam Group : VC2 -7.58% on Friday (Feb 27) posted a 213.4 per cent jump in net profit to S$120.3 million for its second half ended Dec 31, 2025, up from S$38.4 million a year earlier.
This came as losses from the group&rsquo s continuing operations narrowed to S$7.1 million, from S$130.4 million in H2 in its 2024 financial year.
Group revenue came in at S$33.7 billion, up 15.2 per cent year on year (yoy). This, Olam Group said, was driven by &ldquo strong volume and revenue growth in Olam Agri&rdquo .
Earnings per share stood at S$0.0278, up from S$0.0058 in H2 FY2024.
No final dividend was recommended for FY2025, versus a final dividend of S$0.03 per share a year earlier. An interim dividend of S$0.02 per share was paid out in August 2025.
&ldquo In view of the ongoing execution of the updated reorganisation plan and pending completion of the sale of Olam Agri to Salic (Saudi Agricultural and Livestock Investment Company), the board deems it prudent to conserve cash at this time to ensure operational resilience,&rdquo the group explained.
For FY2025, Olam Group&rsquo s net profit surged 419.3 per cent to S$444.1 million, from S$86.4 million the year before. Revenue, meanwhile, was up 19.3 per cent yoy at S$67 billion.
Top-line growth during the year was driven by the &ldquo pass-through of increased input prices&rdquo , particularly for cocoa, coffee and edible oils, the group said.
What&rsquo s next?
Olam Group has obtained approvals from all jurisdictions &ndash save for one &ndash for the sale of its 44.58 per cent stake in Olam Agri to the Saudis. The deal was first announced in February 2025.
Firmer palm oil prices lift SGX agri stocks ahead of H2 results, but Indonesia risks cloud outlook
The agribusiness hopes to obtain the final jurisdiction&rsquo s approval by the end of March, said co-founder and chief executive officer Sunny Verghese at an earnings briefing on Friday.
Separately, Verghese added that Olam Group expects the &ldquo completion and receipt of proceeds&rdquo from the sale of its remaining 32.4 per cent stake in port operator Arise P& L &ldquo sometime towards the end of April&rdquo .
The divestment of Arise P& L is part of the group&rsquo s multi-year restructuring plan to &ldquo unlock shareholder value&rdquo through the divestment and monetisation of all of its remaining assets.
The group said it intends to progressively distribute net proceeds to shareholders through special dividends.
Olam Group sold or wound down three businesses under the remaining group in FY2025, leaving it with seven.
&ldquo The primary objective (for the remaining Olam Group) is to continue to look for the right long-term owners of (its) seven businesses, while concurrently ensuring that these businesses continue to improve operational performance,&rdquo said Verghese.
Olam Group further shared that its food ingredients unit, ofi, is exploring a concurrent listing in Europe and in Singapore &ldquo at an appropriate time, and/or (a) private sale&rdquo .
Shekhar Anantharaman, executive director and chief executive officer of ofi, said the company was &ldquo holding up well for an initial public offering, but remains prepared for all alternatives in the company&rdquo .
Verghese remarked: &ldquo The macro climate condition is something in which you have to be nimble, agile (and) flexible, and have the ability to react very quickly. That will determine how Olam will perform, especially in 2026.&rdquo
Embarassing that Sunny refused to clarify to a direct question which was the outstanding jurisdiction for regulatory approval, even though one can see from publicly available sources that it is ECOWAS.
At least they explained why this was filed so late - it is a new requirement.
At least they explained why this was filed so late - it is a new requirement.
Olam hates us investors. Dropped a bomb today with no dividend and make us cry 
Seems like a fake sell to cause panic to flush off weak holders. Price seems stable and looks like accumulate by BB.
I thought based on 14t jan announcement, they did secure from lender.
They said banks/financing instutitions approval delays.
investment ( Date: 27-Feb-2026 13:43) Posted:
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You sibei bo liao
Goodwill77 ( Date: 27-Feb-2026 13:44) Posted:
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Any idea what causes the ARISE deal delay.
alexvar ( Date: 27-Feb-2026 13:04) Posted:
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If I read correctly, left one more regulatory approval ( last time was two). It is still a good deal, though much delayed, should have some positive outcome when done....dyodd.
ARISE P& L special dividends - April
SALIC deal approval - March/April.
gotta have some patience, so close.
dydd
SALIC deal approval - March/April.
gotta have some patience, so close.
dydd
Alignment ( Date: 27-Feb-2026 11:38) Posted:
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They are liquidating this company.
In that context, given Olam Agri is already being sold for an agreed price the most important questions are 1) what is OFI worth, and 2) what is the value of the remaining Olam assets. It seems to me the results gave positive answers to both - for 1) the decline in OFI invested capital due to the decline in cocoa prices, for 2) the strong operating results.
The share price market reaction so far today reflects the lack of a ordinary dividend. I can understand why, and the reason management just gave on the webcast is in my view a poor one (as is their attempt to imply it should not have been a surprise given their previous comments). I look forward to the day when I no longer have to listen to this management present.
That said, due to 1) and 2) above my estimate for how much a liquidation will realise is actually higher following these results. So I' m happy to get another chance to buy more at a cheaper price today.
In that context, given Olam Agri is already being sold for an agreed price the most important questions are 1) what is OFI worth, and 2) what is the value of the remaining Olam assets. It seems to me the results gave positive answers to both - for 1) the decline in OFI invested capital due to the decline in cocoa prices, for 2) the strong operating results.
The share price market reaction so far today reflects the lack of a ordinary dividend. I can understand why, and the reason management just gave on the webcast is in my view a poor one (as is their attempt to imply it should not have been a surprise given their previous comments). I look forward to the day when I no longer have to listen to this management present.
That said, due to 1) and 2) above my estimate for how much a liquidation will realise is actually higher following these results. So I' m happy to get another chance to buy more at a cheaper price today.
FATABA ( Date: 27-Feb-2026 11:10) Posted:
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The biggest issue w Olam is their debt .....really not sure what it is now ( plus all the outsstanding notes they have issued )
Whatever this sale has to at least partially pay back these loans .....plus need for working cap .
Then w this sale of agri ....what is really left to make $$ ( like killing a cow and remaining one goat only )
Best is to liquidate this company totally and return funds to shareholders. ( which is tough)
DYODD and good luck
Whatever this sale has to at least partially pay back these loans .....plus need for working cap .
Then w this sale of agri ....what is really left to make $$ ( like killing a cow and remaining one goat only )
Best is to liquidate this company totally and return funds to shareholders. ( which is tough)
DYODD and good luck
Alignment ( Date: 27-Feb-2026 09:57) Posted:
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this is really cool!
ROG businesses - monetize & special dividends.
ROG businesses - monetize & special dividends.
Kikikiki ( Date: 27-Feb-2026 10:13) Posted:
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Same as Genting Singapore, so many " cheer leaders" appear and spread speculation of special dividends and then everyone FOMO
and then crashed.
and then crashed.