Intelligence Node · AI-09
Weekly AI Briefing
FY2025 closed at RM 38.3B revenue and RM 1.50B PBT (+18% YoY) — but USD product-purchase exposure to PETRONAS and import terminals is creating fresh FX risk into FY26.
Group revenue grew from RM 36.1B in FY2024 to RM 38.3B in FY2025 (+6.1%), PBT up 18.1% to RM 1.50B. PAT was RM 1.14B (EPS 114.5 sen). Net cash position held at RM 1.6B with zero net gearing — typical PDB balance-sheet strength.
USD product-purchase exposure runs at ~USD 1.9B/quarter; only 28% is naturally offset by USD aviation/marine receivables. Lifting hedge ratio to 55% costs ~RM 12M in forward points and caps a potential RM 180M FX hit if MYR weakens past 4.85.
Sources · Internal ERP + Bloomberg + AI scrape