Sipef

Sipef (SIP) investor relations material

Sipef Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.

Q2 2026 earnings summary13 Aug, 2026

Executive summary

Total sales reached USD 570 million in FY2025, with over 440,000 tonnes of CPO and 52,000 tonnes of bananas produced.
Strong operational momentum in H1 2026, with CPO production up 6.9% and banana production up 9.4% year-over-year, driven by maturing plantations in Indonesia and Papua New Guinea.
Revenue rose 23% to USD 308 million, and recurring net result (share of the Group) increased to USD 64.1 million.
Free cash flow reached USD 32.3 million, boosting net cash position to USD 124.5 million by end of June.
100% RSPO compliance and ongoing sustainability commitments, including community engagement and premium market targeting.

Financial highlights

Gross margin for palm increased to USD 125.5 million (up USD 16.8 million year-over-year), and bananas to USD 5.7 million (up USD 1.7 million).
Operating result rose to USD 99.0 million from USD 84.6 million year-over-year.
Gross profit: USD 132 million, up 16.6% year-over-year.
Profit for the period (recurring) was USD 67.0 million, up from USD 60.8 million; non-recurring profit was USD 62.9 million.
Free cash flow for H1 2026 was USD 32.3 million, down from USD 38.5 million year-over-year.

Outlook and guidance

Group palm oil production expected to reach 470,000 tonnes and bananas 55,000 tonnes for 2026.
Recurring result for 2026 anticipated to exceed 2025's record, supported by higher production and favorable prices.
High-price environment for vegetable oils anticipated to continue, with El Niño likely impacting Q4 2026 and 2027.
70% of projected palm oil volume sold at USD 1,007/tonne; PNG at 93% sold at USD 1,200/tonne.
CAPEX for 2026 expected between USD 100–120 million, fully financed from operating cash flow.

Impact of Indonesia's Danantara export model?

Bengkulu PK crushing plant strategic role

Banana segment logistics at Port of Abidjan

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