D&L Industries could get a long runway from rising biodiesel use, new production sites coming online, and a shift toward more export sales that tend to be more profitable. The key question is whether raw material costs, policy changes, and debt pressures stay tame enough for those tailwinds to show up in everyday results.Read more

₱6.6

45.9% undervalued

AnalystHighTarget's

Fair Value

Revenue

16.31% p.a.

Profit Margin

4.51%

Future PE

17.13x

Price in 2029

₱9.19

D&L Industries

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

D&L Industries’ near-term rebound may hinge on things it can’t fully control, like when the government raises biodiesel blending rules and when key input costs finally cool down. The story also flags that fading tax perks and heavy borrowing could eat into profits even if demand stays healthy.Read more

₱4.1

12.9% undervalued

AnalystLowTarget's

Fair Value

Revenue

10.13% p.a.

Profit Margin

4.43%

Future PE

12.81x

Price in 2029

₱5.72

D&L Industries

Batangas Plant Normalization To Improve Operations And Export Capacity

Key Takeaways The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins. Export and interest rate trends, combined with strategic investments, position D&L for future revenue and earnings growth.Read more

₱7

49.0% undervalued

AnalystConsensusTarget's

Fair Value

Revenue

7.35% p.a.

Profit Margin

6.99%

Future PE

17.74x

Price in 2028

₱10.37

Trending Discussion

No trending discussion available.

Snowflake Analysis

Adequate balance sheet average dividend payer.

2 Risks

2 Rewards

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D&L Industries, Inc. Key Details

Last Reported Earnings

Jun 30, 2026

Next Reporting Earnings

Nov 04, 2026

: 0.38
: 12.95%
: 4.85%
: 105.0%

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About DNL

Founded: 1963
Employees: 1522
CEO: Alvin Lao
WebsiteView website: dnl.com.ph

D&L Industries, Inc. 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. It operates through Food Ingredients; Colorants and Plastics Additives; Oleochemicals, Resins and Powder Coatings; and Consumer Products Original Design Manufacturer (ODM) segments. The Food Ingredients segment offers a line of industrial fats and oils, food ingredients, specialty fats and oils, and culinary and other specialty food ingredients to food manufacturers and quick-service restaurant chains; and food safety solutions, such as cleaning and sanitation agents. Its Colorants and Plastic Additives segment provides line of pigment blends, color and additive master batches, and engineered polymers, which add properties, such as precise coloring, reduced friction, increased resistance, and plastics degradation for use in consumer goods, appliances, and outdoor furniture. The Oleochemicals, Resins and Powder Coatings segment offers coconut methyl ester/coco-biodiesel, other oleochemicals, and chemicals derived from vegetable oils; resins, such as polystyrene, acrylic emulsions, and polyester; and a line of powder coatings. Its Consumer Products ODM segment provides aerosol cans and components, insect control, industrial maintenance chemicals, home and personal care, and other products; and contract aerosol filling and compounding services. D&L Industries, Inc. was founded in 1963 and is headquartered in Quezon City, the Philippines. D&L Industries, Inc. is a subsidiary of Jadel Holdings Co., Inc.