Wilmar International (F34) Q3 2026 TU earnings summary

Executive summary

• 3Q2026 net profit was $281.0m; excluding the $712.3m Indonesia government compensation expense in 3Q2025, profit declined 22.9% YoY from $364.6m.

• 9M2026 net profit was $889.9m versus $247.3m; core net profit was $908.8m versus $940.9m.

Financial highlights

• 3Q revenue was $21.66b, up 13.6% YoY; EBITDA was $982.0m versus $426.0m, up 130.5%.

• 9M revenue was $60.22b, up 15.9% YoY; EBITDA was $3.20b, up 31.7%.

Outlook and guidance

• Operating conditions are expected to remain challenging, but core business performance is expected to be resilient; performance for the rest of 2026 is expected to be satisfactory.

• Diversified operations, cost management and operational efficiency underpin cautious optimism.