TSH Resources Berhad Quarterly Production Report: Detailed Analysis & Investor Highlights

Overview

TSH Resources Berhad has released its production figures for the quarter ended 31 December 2025, providing a comprehensive breakdown across its core plantation and timber segments. This report contains crucial data that investors and shareholders should carefully consider, as several metrics have shown significant changes that may impact future earnings and share price performance.

Key Production Highlights

• Crude Palm Oil (CPO):
  • Current Quarter Output: 49,747 MT
  • Immediate Preceding Quarter: 52,622 MT (-5.46% decline)
  • Year-on-Year (YoY) Change: -2.77% compared to Q4 2024
  • Cumulative Year-to-Date: 207,142 MT (+4.02% YoY)
• Fresh Fruit Bunches (FFB):
  • Current Quarter Output: 184,554 MT
  • Immediate Preceding Quarter: 202,510 MT (-8.87% decline)
  • Year-on-Year (YoY) Change: -11.44% compared to Q4 2024
  • Cumulative Year-to-Date: 790,225 MT (-0.60% YoY)
• Palm Kernel:
  • Current Quarter Output: 10,178 MT
  • Immediate Preceding Quarter: 10,433 MT (-2.44% decline)
  • Year-on-Year (YoY) Change: -3.14% compared to Q4 2024
  • Cumulative Year-to-Date: 42,082 MT (+0.26% YoY)
• Rubber:
  • Current Quarter Output: 208,272 kg
  • Immediate Preceding Quarter: 188,953 kg (+10.22% increase)
  • Year-on-Year (YoY) Change: -11.33% compared to Q4 2024
  • Cumulative Year-to-Date: 743,866 kg (+12.43% YoY)
• Timber – Log Production:
  • Current Quarter Output: 8,570 cubic metres
  • Immediate Preceding Quarter: 8,153 cubic metres (+5.11% increase)
  • Year-on-Year (YoY) Change: +79.48% compared to Q4 2024
  • Cumulative Year-to-Date: 26,861 cubic metres (+24.74% YoY)

Investor Insights & Price-Sensitive Highlights

• Decline in Palm Oil & FFB Production: Both CPO and FFB production have dropped sharply on a quarterly and annual basis. This could signal operational challenges, adverse weather, or other disruptions. As palm oil is a major contributor to TSH’s revenue, these declines may negatively impact upcoming financial results and potentially pressure share prices.
• Rubber Segment Performance: The rubber division has shown a strong recovery quarter-on-quarter (+10.22%) and significant growth year-to-date (+12.43%). This outperformance may partially offset weaker palm oil figures and could be a positive for the group’s diversification efforts.
• Timber Segment Growth: Log production has surged both quarter-on-quarter (+5.11%) and especially year-on-year (+79.48%). Year-to-date figures are also up 24.74%. This segment’s strong expansion may support earnings and provide a buffer against plantation volatility.
• Price Sensitivity: Investors should closely monitor further announcements, especially regarding the reasons for the downturn in palm oil and FFB volumes. Any confirmation of structural issues, weather disruptions, or market demand shifts could be material and impact share price performance.

Conclusion

The latest quarterly report from TSH Resources Berhad reveals a mixed operational performance. While there are notable declines in palm oil and FFB production which may raise concerns and exert downward pressure on the share price, the significant growth in rubber and timber segments offers some diversification benefits. Investors should watch for management commentary and future updates to better gauge the outlook, especially for the plantation segment.

Disclaimer

This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a qualified financial advisor before making any investment decisions. The information provided is based on publicly released data as of the date stated and may be subject to change.

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