D&O profits weighed down by EV market slowdown


PETALING JAYA: A bleak near-term outlook is seen for D&O Green Technologies Bhd, prompting MBSB Research to downgrade the stock to a “sell” with a lower target price of 39 sen from 43 sen.

The research house said the group faces mounting challenges in financial year 2026 (FY26), largely driven by a weak global automotive sector, which is a key demand driver for its ilght emitting diode products.

“We anticipate challenging automotive market conditions to have an impact on the group’s wellbeing this year,” it said, noting that demand softness in Europe and China could weigh heavily on the company’s earnings.

Revenue pressure is expected to persist as both regions continue to show signs of strain.

In China, while electric vehicle (EV) demand remains relatively resilient, intense competition among domestic players has led to pricing pressure and shorter product cycles.

“We view that this could translate to shorter payback periods for the group,” the research house noted.

Meanwhile, Europe’s automotive market remains subdued, with car sales in early 2026 contracting from the previous year.

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