TSH remains optimistic amid uncertain CPO outlook, geopolitical risks


PETALING JAYA: Despite external headwinds, TSH Resources Bhd remains positive on its long-term growth prospects, underpinned by robust operating cash flow and a healthy balance sheet.

The group said it will continue to progress its new planting programmes and drive operational efficiency, yield enhancement and sustainability initiatives to support sustainable financial performance.

Releasing its results for the first quarter ended March (1Q26) yesterday, TSH saw its net profit more than halve year-on-year (y-o-y) to RM21.3mil, as revenue also fell 25.5% to RM205.2mil.

The group attributed the lower earnings and profitability primarily to a decrease of RM65.3mil in revenue from its Palm Products segment, higher operating loss from its Others segment and higher loss contribution from joint ventures, although these were partially offset by a higher contribution from an associate.

Compared sequentially with 4Q25, net profit was also lower by 26.9% from RM29.1mil, while turnover also decreased 19.3% from RM254.4mil.

TSH said the softer quarter-on-quarter performance was mainly due to lower revenue from its Palm Products segment, because of lower sales volumes and lower average selling prices of both crude palm oil (CPO) and palm kernel during the quarter.

The group said the CPO outlook remains influenced by a range of global factors, including the relative price movements of competing oils, developments in biofuel mandates, trade policies and currency movements, which may affect demand patterns, cost structures and margins.

“While CPO prices in the near term are expected to remain supported by elevated energy costs amid the ongoing US–Iran conflict, the trajectory ahead will depend on the evolution of geopolitical developments.

“Weather-related risks, including the rising probability of an El Niño event, remain a source of upside risk to outlook,” said TSH.

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