Retail-Fuel & Commercial — PDB Executive Intelligence

Retail Volumes

12.0bn L+2.4% YoY

1,109 stations

Commercial Volumes

5.1bn L+4.5% YoY

Aviation + Marine led

FY25 Revenue

RM 38.3B+6.1% YoY

Retail 70% · Comm 30%

Mesra Ancillary Rev

RM 1.42B+9% YoY

850 refreshed outlets

Top Win — AirAsia SAF

12M L/yrAwarded Dec '25

FY26-FY28 off-take

Intelligence Node · AI-09

Weekly AI Briefing

Retail fuel volumes hit 12.0bn litres (+2.4% YoY) and Commercial 5.1bn litres (+4.5% YoY) — SAF, aviation and marine bunker are the fastest-growing lines, with Mesra ancillary up 9%.

Retail Fuels generated ~RM 26.8B of group revenue, anchored by 1,109 stations and PRIMAX 95/97 + Dynamic Diesel. Commercial generated ~RM 11.5B across aviation (SAF + Jet A-1), marine bunker, lubricants and industrial diesel.

Major commercial wins: AirAsia 2026 SAF off-take (12M L/yr), MISC marine bunker renewal (5-year), Tenaga industrial diesel framework. The MOPS crack widening is the biggest near-term margin item.

Sources · Internal ERP + Bloomberg + AI scrape

Anomaly feed

MOPS crack widening

Singapore 92R margin compression of RM 0.04/L over 30 days

Critical

External

Retail volume softness — Klang Valley

20 stations underperforming forecast by >7% in Q4

Warning

Internal

Marine bunker price competition

Singapore-based suppliers undercutting Westport by US$ 8/MT

Warning

External

Group revenue by fiscal year (RM B) — FY2021 → FY2027F

ActualForecastAI augmented

Recommended actions

01
Activate Mesra Bonus push at 20 weak stations
Reverse Klang Valley volume softness with loyalty offers
+18M L/Q recovery
02
Re-price marine bunker to defend Westport
Singapore undercutting threatens 9% volume
Protects RM 140M revenue
03
Lock 2026 aviation SAF + Jet A-1 framework
MAS contract up for renewal Q2
Secures RM 1.8B commercial revenue

External signals

MY road-fuel demand

+2.6%

Q/Q, MoF

KLIA pax (12mo)

+18%

MAVCOM

Marine bunker (SG)

-RM 8/MT

vs PDB

RON95 retail price

RM 2.05/L

Subsidised

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Retail throughput, BUDI95 conversion, fleet and SAF pipeline.

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