Golden Agri-resources Ltd · SGX:E5H
Golden Agri-resources — H1 2026 Earnings Presentation
13 slides from Golden Agri-resources's earnings presentation, Aug 14, 2026
Slide 1: First Half 2026 Performance
Golden Agri-Resources First Half 2026 Performance 14 August 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Golden Agri-Resources Ltd. (“GAR” or “Company”) for informational purposes, and may contain projections and forward looking statements that reflect the Company’s current views with respect to future events and financial performance. These views are b
Slide 3: Executive Summary
Executive Summary Robust first half 2026 performance underpinned by integrated business model Segmental EBITDA US$ million 566 556 478 495 246 247 Revenue EBITDA1 Net Profit2 258 282 First-half record high Slightly softer while Increase primarily with stronger market upstream and due to lower cost o
Slide 4: Financial Highlights
Financial Highlights Strong quarter-on-quarter performance contributed to a robust first half 2026 US$ million 1H 2026 1H 2025 YoY 2Q 2026 1Q 2026 QoQ Revenue 6,602 6,152 7% 3,369 3,233 4% Gross Profit 1,034 869 19% 584 450 30% EBITDA1 556 566 -2% 315 241 30% Interest on borrowings -99 -110 -9% -52
Slide 5: Segmental Results - Plantations and Palm Oil Mills
Segmental Results - Plantations and Palm Oil Mills Higher palm product yield and stable EBITDA margin in first half 2026 1H 2026 1H 2025 YoY Revenue (US$ million) 1,157 1,184 -2% 1.32 mn MT EBITDA (US$ million) 309 320 -3% 0.1% EBITDA margin 26.7% 27.1% -0.4% CPO FOB Average Price (US$/MT) 1,178 1
Slide 6: Oil Palm Plantations
Oil Palm Plantations Securing future growth through replanting and innovation Nucleus Age Profile (ha) Mature Area (ha) Planted Area (ha) 9% 15% 531,355 527,240 482,056 479,214 38,889 9% 116,754 116,495 60,560 106,958 107,358 38,670 25% Golden Agri-Resources 375,098 371,856 414,601 410,745 101,274 1
Slide 7: Segmental Results – Palm, Laurics and Others
Segmental Results – Palm, Laurics and Others Resilient first half 2026 downstream performance amidst challenging market environment 1H 2026 1H 2025 YoY Revenue (US$ million) 6,544 6,098 7% Sales Volume (‘000 tonnes) 5,732 5,629 2% EBITDA (US$ million) 247 246 0.3% Golden Agri-Resources EBITDA margin
Slide 8: Financial Position
Financial Position Prudent financial management underpins a strong balance sheet US$ million 30-Jun-26 31-Dec-25 Change Total Assets 11,435 10,665 7% Cash and short-term investments 1,140 1,144 -0.4% Fixed assets1 4,029 3,908 3% Interest bearing debts 3,511 3,249 8% Cash, short-term investments and
Slide 9: Collective for Impact Progress
Collective for Impact Progress Sourcing Responsibly Continued strengthening of our EUDR readiness across both our own mills and third-party partners, reinforcing our position to serve the EU market. More than 50% of GAR-owned milling capacity has achieved EUDR-ready status, alongside several EUD
Slide 10: Business Strategy and Outlook
Business Strategy and Outlook Strategic Focus Fortifying our position as an innovative and leading integrated agribusiness and food player, with a superior at-scale upstream and resilient value-adding downstream businesses Business Outlook Strategic Priorities 1 Yield Intensification 2 Value-Add Enh
Slide 11: Appendix
Appendix Minimal Golden Agri-Resources Presentation Template 10
Slide 12: Plantation Age Profile
Plantation Age Profile Immature Young Prime 1 Prime 2 Old Total hectares (0-3 years) (4-6 years) (7-18 years) (19-25 years) (>25 years) 30 30 June June 2026 2026 Nucleus 38,889 38,670 171,352 101,274 60,560 410,745 9% 9% 42% 25% 15% 100% Plasma 9,137 2,864 30,498 8,125 65,871 116,495 8% 2% 26% 7% 57
Slide 13: Contact information
If you need further information, please contact: Golden Agri-Resources Ltd c/o 108 Pasir Panjang Road #06-00 Golden Agri Plaza Singapore 118535 Tel: +65 6590 0800 Golden Agri-Resources Fax: +65 6590 0887 www.golden-agri.com golden-agri-resources-ltd Richard Fung - Director, Investor Relations @golde
Golden Agri-Resources — H1 2026 Earnings Presentation on 6ix