We Think Nestlé (Malaysia) Berhad's (KLSE:NESTLE) Profit Is Only A Baseline For What They Can Achieve
Apr 06
Have your own idea? Try our Stock Screener
Malaysian (KLSE) Consumer Staples Sector Analysis
UpdatedApr 23, 2026
DataAggregated Company Financials
Companies118
- 7D0.4%
- 3M-1.4%
- 1Y15.2%
- YTD0.5%
Over the last 7 days, the Consumer Staples industry has remained flat, although notably 99 Speed Mart Retail Holdings Berhad gained 3.5%. As for the the longer term, the industry is up 16% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the Malaysian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Apr 2026 | RM 300.3b | RM 201.8b | RM 11.7b | 12.3x | 25.7x | 1.5x |
| Sat, 21 Mar 2026 | RM 296.2b | RM 203.1b | RM 11.7b | 11.6x | 25.3x | 1.5x |
| Mon, 16 Feb 2026 | RM 303.3b | RM 202.3b | RM 16.1b | 13.4x | 18.8x | 1.5x |
| Wed, 14 Jan 2026 | RM 308.3b | RM 200.2b | RM 16.1b | 13.6x | 19.2x | 1.5x |
| Fri, 12 Dec 2025 | RM 292.6b | RM 200.0b | RM 16.1b | 13.6x | 18.2x | 1.5x |
| Sun, 09 Nov 2025 | RM 287.7b | RM 196.3b | RM 16.3b | 13.5x | 17.6x | 1.5x |
| Tue, 07 Oct 2025 | RM 276.8b | RM 196.0b | RM 16.1b | 13.8x | 17.2x | 1.4x |
| Thu, 04 Sep 2025 | RM 264.2b | RM 196.0b | RM 16.0b | 13x | 16.5x | 1.3x |
| Sat, 02 Aug 2025 | RM 262.5b | RM 214.0b | RM 16.1b | 13.1x | 16.3x | 1.2x |
| Mon, 30 Jun 2025 | RM 261.1b | RM 213.6b | RM 16.0b | 12.3x | 16.3x | 1.2x |
| Wed, 28 May 2025 | RM 266.6b | RM 209.0b | RM 16.1b | 13x | 16.6x | 1.3x |
| Fri, 25 Apr 2025 | RM 257.5b | RM 204.6b | RM 15.5b | 11.9x | 16.6x | 1.3x |
| Sun, 23 Mar 2025 | RM 254.2b | RM 205.8b | RM 15.4b | 12.9x | 16.5x | 1.2x |
| Tue, 18 Feb 2025 | RM 264.9b | RM 200.5b | RM 14.5b | 13.6x | 18.3x | 1.3x |
| Thu, 16 Jan 2025 | RM 264.6b | RM 199.0b | RM 14.4b | 13.2x | 18.4x | 1.3x |
| Sat, 14 Dec 2024 | RM 275.6b | RM 198.9b | RM 14.4b | 13.8x | 19.1x | 1.4x |
| Mon, 11 Nov 2024 | RM 274.9b | RM 194.6b | RM 14.5b | 15x | 19x | 1.4x |
| Wed, 09 Oct 2024 | RM 271.9b | RM 194.9b | RM 14.5b | 14.3x | 18.8x | 1.4x |
| Fri, 06 Sep 2024 | RM 249.3b | RM 185.7b | RM 14.0b | 14.3x | 17.8x | 1.3x |
| Sun, 04 Aug 2024 | RM 250.8b | RM 181.9b | RM 13.0b | 15.2x | 19.3x | 1.4x |
| Tue, 02 Jul 2024 | RM 249.3b | RM 180.7b | RM 12.8b | 15.2x | 19.5x | 1.4x |
| Thu, 30 May 2024 | RM 254.2b | RM 180.1b | RM 12.1b | 16.4x | 21x | 1.4x |
| Sat, 27 Apr 2024 | RM 255.5b | RM 179.4b | RM 11.9b | 15.2x | 21.4x | 1.4x |
| Mon, 25 Mar 2024 | RM 248.0b | RM 180.4b | RM 11.9b | 14.8x | 20.9x | 1.4x |
| Wed, 21 Feb 2024 | RM 247.5b | RM 183.7b | RM 12.6b | 14.6x | 19.7x | 1.3x |
| Fri, 19 Jan 2024 | RM 245.3b | RM 183.7b | RM 12.7b | 13.7x | 19.3x | 1.3x |
| Sun, 17 Dec 2023 | RM 242.4b | RM 183.9b | RM 12.7b | 13.9x | 19.1x | 1.3x |
| Tue, 14 Nov 2023 | RM 241.0b | RM 188.2b | RM 12.6b | 14.3x | 19.1x | 1.3x |
| Thu, 12 Oct 2023 | RM 239.6b | RM 188.0b | RM 12.6b | 14.3x | 19x | 1.3x |
| Sat, 09 Sep 2023 | RM 242.2b | RM 188.4b | RM 12.6b | 14.2x | 19.2x | 1.3x |
| Mon, 07 Aug 2023 | RM 248.1b | RM 198.6b | RM 15.5b | 13.1x | 16x | 1.2x |
| Wed, 05 Jul 2023 | RM 241.9b | RM 198.4b | RM 15.6b | 12.6x | 15.5x | 1.2x |
| Fri, 02 Jun 2023 | RM 240.1b | RM 201.5b | RM 15.7b | 12.8x | 15.3x | 1.2x |
| Sun, 30 Apr 2023 | RM 244.0b | RM 202.8b | RM 18.0b | 11.9x | 13.5x | 1.2x |
Price to Earnings Ratio
13.5x
Current Industry PE
- Investors are optimistic on the Malaysian Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.7x which is higher than its 3-year average PE of 18.5x.
- The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 13% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Malaysian Consumer Staples sector?
| MY Market | 1.42% | |
| Consumer Staples | 0.42% | |
| Tobacco | 4.71% | |
| Household Products | 2.70% | |
| Food and Staples Retail | 2.61% | |
| Personal Products | 1.98% | |
| Beverage | 1.60% | |
| Food | -0.17% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 33.5x.
- Analysts are expecting annual earnings growth of 13.8%, which is higher than its past year's earnings decline of 7.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 26% over the next 5 years.
- However this is lower than its past earnings growth rate of 55% per year.
- In contrast, the Tobacco industry is expected to see its earnings decline by 4.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QL QL Resources Berhad | RM 3.87 | 2.1% +RM 292.0m | -19.0% | PE32.8x | |
| FFB Farm Fresh Berhad | RM 2.46 | 4.2% +RM 188.4m | 36.7% | PE35.6x | |
| SOP Sarawak Oil Palms Berhad | RM 4.76 | 4.2% +RM 170.7m | 61.4% | PE9.6x | |
| AEON Aeon (M) Bhd | RM 1.19 | 7.2% +RM 112.3m | -16.2% | PE12.5x | |
| BAT British American Tobacco (Malaysia) Berhad | RM 6.10 | 6.1% +RM 99.9m | -3.0% | PE8.6x |
