)
AEP Plantations (AEP) investor relations material
AEP Plantations Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Operational and financial performance
Own FFB production declined by 2.7% to 421,900 mt due to lower yields and replanting activities, partially offset by new output from Pinago Group.
External FFB purchases rose 6.5% to 524,000 mt, with Pinago Group contributing 4.2% of the growth.
CPO production decreased by 1.8% to 173,200 mt, mainly from lower estate output and higher third-party sales.
Average CPO ex-mill price was $859/mt, down 2.2%, while PK price increased 8.1% to $802/mt.
Replanting covered 641 hectares, with a total of 4,800 hectares replanted since 2024.
Strategic initiatives and projects
Pinago Group's May 2026 output included 13,800 mt own FFB and 20,600 mt external FFB.
Construction of the 9th mill at KAP Estate is on track for December 2026 commissioning, with major works over 65% complete.
IPO of Kalimantan subsidiary targeted for Q4 2026, pending market conditions and regulatory approvals.
Regulatory and market environment
Indonesian government plans to centralise commodity exports under DSI, with full implementation by January 2027.
Export policy expected to have minimal impact as all CPO is sold domestically.
Palm oil prices remain supported by domestic demand and potential supply disruptions.
- Record revenue, profit, and dividend growth in 2025, with strong cash and ESG progress.AEP
H2 20254 May 2026 - Production and prices rose in 2025, supporting growth and a positive outlook.AEP
Trading update2 Feb 2026 - Revenue and profit surged on higher CPO prices, with strong cash and new buyback boosting outlook.AEP
H1 20251 Sep 2025 - Production fell but higher CPO prices and full subsidiary ownership support future prospects.AEP
Trading Update13 Jun 2025 - Profit after tax up 15.8% to $27.9m despite 4% revenue decline, supported by cost savings.AEP
H1 202413 Jun 2025 - EPS up 37%, dividend raised, and strong cash position support growth and sustainability.AEP
H2 202410 Jun 2025 - Robust production growth and policy support drive a positive outlook for CPO in 2025.AEP
Trading Update10 Jun 2025 - 2024 profit and EPS rise, dividend up to 51c, but audit delay triggers trading suspension.AEP
Trading Update6 Jun 2025
Next AEP Plantations earnings date
Next AEP Plantations earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)