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Dutch Lady
Dutch Lady FY25 Review: Strong Performance; FY26 will be Full Year of New Plant Operation
Dutch Lady Hits Record High Yearly and Quarterly Revenue but Profit dragged by Tax provisions. Outlook remains positive as FY2026 will see the full benefits of their 6-year CAPEX being realized. Middle East crisis is expected to raise costs, but near-term supplies remain secured and manageable. Cost impact may be seen in 2H2026, but the situation is still fluid.
![[Audio] Dutch Lady FY25Q3 Result: More accurate profits are starting to be reported](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/6eaa03ad-6882-46a6-8369-b364131fbce0/image.png)
[Audio] Dutch Lady FY25Q3 Result: More accurate profits are starting to be reported
Operating Profit rises over 20% as one-off transition costs taper off. It is likely for there to be no more one-off costs as the distribution center, which is the final phase of the development, has been fully completed in July. Another 25sen dividend is declared, bringing full year dividends to 50sen as usual.
Dutch Lady Milk: 60-year-old factory replaced with brand new integrated facility; Takeaways from the AGM and Investor Day
Dutch Lady just completed RM600 mil CAPEX over the last 6 years to build and relocate to their new plant, which has double the production capacity of their former plant, with potential to double it again if the need arises. Hints at resuming higher dividend payout as no more major CAPEX is planned in the near future.