1. Fundamental Analysis & Explosive Growth (Q1 2026)
- Net Profit Surged Sharply: CPIN booked a net profit of Rp 2.58 trillion in Q1 2026, soaring about 67.7% YoY compared to Rp 1.54 trillion in Q1 2025.
- Margin Improvement: First-quarter revenue reached Rp 19.95 trillion, with Net Profit Margin (NPM) impressively rising to 12.9%. This demonstrates the company’s ability to control raw material costs and raise the average selling price of animal feed and DOC (day-old chicks).
2. Corporate Action: Jumbo Dividend Sentiment (June 2026)
- Fantastic Dividend Distribution: The Annual General Meeting of Shareholders (AGMS) on May 20, 2026, approved a dividend payout of Rp 2.95 trillion, equivalent to Rp 180 per share (payout ratio around 51%–52% of 2025 net profit).
- Attractive Dividend Yield: With the latest closing price at Rp 4,270, CPIN’s dividend yield is around 4.2%. This is considered premium for a poultry issuer that usually retains earnings for plant expansion.
- Key Dates to Note:
- Cum Dividend (Regular & Negotiation Market): June 2, 2026
- Ex Dividend: June 3, 2026
- Cash Payment: June 12, 2026
3. Regional & Global Issues (Poultry & Raw Materials)
- Normalization of Global Feed Commodity Prices: Globally, corn and soybean meal prices are relatively more stable compared to the extreme spikes two years ago. This significantly eases CPIN’s cost of goods sold, as feed accounts for nearly 70% of their cost structure.
- Regional Affiliation (CP Thailand Group): As part of the Charoen Pokphand Thailand conglomerate (Jiaravanon family), CPIN’s logistics efficiency and regional supply chain are far superior compared to smaller domestic competitors.
Fair Value : 4530
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