Biodiesel Policy Delays And Tax Holiday Expiry May Restrain Margins Yet Support Long-Term Recovery

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

16 Dec 25

Updated

26 Jun 26

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Not Invested

Shared on 26 Jun 26

Fair value Decreased 11%

DNL: Dividend And Special Payouts Will Support A Rerating Narrative

D&L Industries lines up both a regular dividend and an extra payout, with key board and payment dates close together. Analysts also tweak their growth and profit expectations, cutting their value estimate while using a lower required return—setting up a debate on whether steady cash returns can change how the market views the stock.

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Fair Value vs Share Price

₱4.1

vs ₱3.4914.9% undervalued

10.1%

Revenue growth

4.4%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Average dividend payer with acceptable track record.

Market cap₱24.9b

PB1.1x

Estimated Growth10.5%

Dividend Yield6.1%

Full analysis

CEO & management

Alvin Lao

CEO

9.2yrs

CEO Tenure

Provides products for food ingredients, oleochemicals for personal and home care use, raw materials for plastic products, and aerosol products in the Philippines, Asia, Europe, Oceania, Africa, and the United States.