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AEP Plantations (AEP) investor relations material
AEP Plantations Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M 2026 production strengthened, with own FFB output up 13.3% and CPO output up 17.9% YoY; full-year performance expected to benefit from continued recovery and Pinago.
Board remained confident of meeting full-year 2026 market expectations.
Financial highlights
Net cash after borrowings was $99.0m at 30 September 2026, versus $232.3m at 31 December 2025.
Shareholder returns during 9M 2026 totaled $33.2m: $16.8m in dividends and $16.4m in share buybacks.
Outlook and guidance
Continued production recovery and Pinago’s contribution are expected to support FY 2026 performance.
Selective brownfield opportunities remain under consideration, subject to disciplined investment and sustainability criteria.
- Revenue up 8.3% and profit before tax up 5.1%, boosted by Pinago acquisition and higher output.AEP
H1 2026 - Production dipped but external sourcing and prices held firm; outlook for 2026 remains positive.AEP
Trading update - Record revenue, profit, and dividend growth in 2025, with strong cash and ESG progress.AEP
H2 2025 - Production and prices rose in 2025, supporting growth and a positive outlook.AEP
Trading update - Revenue and profit surged on higher CPO prices, with strong cash and new buyback boosting outlook.AEP
H1 2025 - Production fell but higher CPO prices and full subsidiary ownership support future prospects.AEP
Trading Update - Profit after tax up 15.8% to $27.9m despite 4% revenue decline, supported by cost savings.AEP
H1 2024 - EPS up 37%, dividend raised, and strong cash position support growth and sustainability.AEP
H2 2024 - Robust production growth and policy support drive a positive outlook for CPO in 2025.AEP
Trading Update
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