PCG Positioned for Growth Amid Global Fertilizer Shortage
PCG's Fertilizer and Methanol division is benefiting from a supply disruption in the Middle East, with projected net profits of RM1.5 billion in 2026. The company maintains operational efficiency and a disciplined capital allocation strategy, vital for navigating current market volatility.

Petronas Chemicals Group Berhad (PCG) is expected to achieve RM1.5 billion in net profit for 2026, reversing prior losses due to a surge in global Urea and Methanol prices caused by Middle East supply disruptions. Despite a net loss of RM2.14 billion in FY2025, PCG's disciplined capital allocation and commitment to shareholder returns, including a 4 sen dividend, reflect confidence in recovery.
With high plant utilization at 92% and an EBITDA improvement of over RM400 million year-to-date, PCG is positioned as a low-cost producer in a volatile market. The acquisition of Perstorp enhances its specialty chemicals portfolio, insulating it from cyclicality. Market valuation is currently RM5.37, with upward target revisions anticipated as the fertilizer super-cycle unfolds.




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