Slide 1: SIPEF 2021 Peer review
SIPEF 2021 Peer review The Connection to the world of Sustainable Tropical Agriculture 1
Slide 2: Disclaimer
Peer review Disclaimer The information contained in this section is provided for your general information only and is not designed nor intended to offer anything more than information only. The information with respect to the companies included in the Peer Review was retrieved from publicly availabl
Slide 3: Principle assumptions
Peer review Principle assumptions • Benchmark of main industrial competitors • Age profile based on own ageing interpretation • Market capitalization is calculated based on the average exchange rate & average share price of the year • Benchmark based on own CPO productions of competitors: Tons CPO o
Slide 4: Own planted Oil Palm Hectares in KHa (2021)
Peer review Own planted Oil Palm Hectares in KHa (2021) Sime Darby 580 Golden Agri-Resources 423 Felda Global Ventures 336 Kuala Lumpur Kepong 275 Salim Ivomas Pratama 251 Wilmar International 230 Astra Agro Lestari 214 First Resources 179 IOI Corporation 177 Genting Plantations 139 Triputra Agro Pe
Slide 5: Age Profile: Average age planted hectares (2021)
Peer review Age Profile: Average age planted hectares (2021) London Sumatra Indon 18,0 Salim Ivomas Pratama 17,0 R.E.A. Holdings 16,5 Golden Agri-Resources 16,0 Astra Agro Lestari 15,8 Felda Global Ventures 14,3 IOI Corporation 13,5 Anglo Eastern Plantations 13,0 Sampoerna Agro 13,0 First Resources
Slide 6: FFB Yield – MT/ha (2021)
Peer review FFB Yield – MT/ha (2021) United plantations 27,5 Socfinasia 22,5 SIPEF 21,6 Golden Agri-Resources 21,5 Kuala Lumpur Kepong 21,4 MP Evans 21,1 IOI Corporation 20,8 R.E.A. Holdings 20,7 Triputra Agro Persada 20,3 Anglo Eastern Plantations 19,8 Wilmar International 19,6 Plantation Bumitama
Slide 7: Extraction rate from FFB to CPO (2021)
Peer review Extraction rate from FFB to CPO (2021) SIPEF 24,0% MP Evans 23,3% DSNG 23,0% Triputra Agro Persada 23,0% Socfinasia 23,0% First Resources 22,7% Socfinaf 22,6% Bumitama 22,6% R.E.A. Holdings 22,4% London Sumatra Indon 22,3% Eagle High Plantations 22,2% Plantation Sampoerna Agro 21,9% Inte
Slide 8: CPO Yield – MT/ha (2021)
Peer review CPO Yield – MT/ha (2021) United plantations 5,99 Socfinasia 5,18 SIPEF 5,17 MP Evans 4,92 Triputra Agro Persada 4,67 Kuala Lumpur Kepong 4,66 R.E.A. Holdings 4,64 Golden Agri-Resources 4,60 IOI Corporation 4,44 DSNG 4,27 Bumitama 4,20 Plantation Anglo Eastern Plantations 4,06 Integrated
Slide 9: Market Cap in MUSD (2021)
Peer review Market Cap in MUSD (2021) Sime Darby 7.114 IOI Corporation 6.579 Kuala Lumpur Kepong 5.783 Genting Plantations 2.296 Golden Agri-Resources 2.154 First Resources 1.754 United plantations 1.401 Astra Agro Lestari 1.307 Felda Global Ventures 1.213 Triputra Agro Persada 923 Bumitama 644 Plan
Slide 10: Dividend Yields (based on average market cap 2021)
Peer review Dividend Yields (based on average market cap 2021) Socfinasia 9,7% United plantations 8,2% Bumitama 7,5% Sampoerna Agro 7,2% Golden Agri-Resources 7,0% Felda Global Ventures 5,8% Sime Darby 4,8% MP Evans 4,7% Astra Agro Lestari 4,7% Kuala Lumpur Kepong 4,5% First Resources 4,2% Plantatio
Slide 11: Price Earning Ratio (based on average market cap 2021)
Peer review Price Earning Ratio (based on average market cap 2021) Genting Plantations 22,0 IOI Corporation 19,4 Sime Darby 13,0 Triputra Agro Persada 11,4 United plantations 11,2 First Resources 10,9 Kuala Lumpur Kepong 10,6 Astra Agro Lestari 9,5 London Sumatra Indon 8,6 Plantation DSNG 8,2 Integr
Slide 12: Net financial position/Equity Ratio (2021)
Peer review Net financial position/Equity Ratio (2021) Eagle High Plantations 346,7% R.E.A. Holdings 73,8% DSNG 63,2% Socfinaf 59,4% Sampoerna Agro 58,9% Golden Agri-Resources 51,1% Bumitama 33,1% Sime Darby 32,7% Felda Global Ventures 31,8% Salim Ivomas Pratama 30,4% Plantation IOI Corporation 28,5
Slide 13: Debt to Equity Ratio (2021)
Peer review Debt to Equity Ratio (2021) Eagle High Plantations 351,7% R.E.A. Holdings 92,9% Socfinaf 73,8% Sampoerna Agro 69,7% DSNG 69,5% Golden Agri-Resources 61,3% Felda Global Ventures 60,1% Salim Ivomas Pratama 49,2% IOI Corporation 48,1% Genting Plantations 47,7% Triputra Agro Persada 42,9% Pl
Slide 14: The Connection to the world of Sustainable Tropical Agriculture
The Connection to the world of Sustainable Tropical Agriculture 14