DUTCH LADY MILK INDUSTRIES BHD

KLSE (MYR): DLADY (3026)

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Last Price

36.32

Today's Change

-0.48 (1.30%)

Day's Change

35.90 - 36.38

Trading Volume

39,700

Overview

Market Cap

2,325 Million

NOSH

64 Million

Avg Volume (4 weeks)

44,200

4 Weeks Range

33.00 - 38.72

4 Weeks Price Volatility (%)

58.04%

52 Weeks Range

20.22 - 38.72

52 Weeks Price Volatility (%)

87.03%

Previous Close

36.80

Open

36.20

Bid

36.10 x 100

Ask

36.36 x 800

Day's Range

35.90 - 36.38

Trading Volume

39,700

Financial Highlight

Latest Quarter | Ann. Date

31-Mar-2024 [#1] | 29-May-2024

Next QR | Est. Ann. Date

30-Jun-2024 | 24-Aug-2024

T4Q P/E | EY

25.68 | 3.89%

T4Q DY | Payout %

0.00% | 0.00%

T4Q NAPS | P/NAPS

7.25 | 5.01

T4Q NP Margin | ROE

6.24% | 19.51%

Market Buzz
Company Profile

Sector: CONSUMER PRODUCTS & SERVICES

Sector: CONSUMER PRODUCTS & SERVICES

Subsector: FOOD& BEVERAGES

Subsector: FOOD& BEVERAGES

Description:

Dutch Lady Milk Industries is a Malaysia-based company that produces and distributes dairy products. The company?s products include infant formula milk, growing-up milk, ultra-high-temperature processing milk, pasteurised milk, sterilised milk, family powdered milk, low-fat and zero-fat drinking yoghurt, and fruit juice drink. The products are packaged and marketed in various formats under the brand Dutch Lady. The company primarily operates domestically, but it distributes some of its products to surrounding countries in Asia and Oceania. Dutch Lady Milk Industries is owned by Royal FrieslandCampina.

Discussions
10 people like this. Showing 50 of 1,604 comments

pang72

$34.26 up 54c...
Mana itu shooooohai... Japanese old lady dompeilee...
Come out la.. Don't hide

1 month ago

pang72

No points hiding...
YTL group and dlady up like no tomorrow

1 month ago

pang72

Oooppp... I know you appear 3 years once..
Because your stocks will lose for 3 years almost everyone..

After 3 years, dlady 60 and YTL $10 lol...

1 month ago

pang72

34.22..
Thecuseless dompeilee hide at YTL...
Don't dare to come here... Hahaha..


Anywhere, my holding at dlady and YTL continue to earn big money..
It grows very well everytime reverse indicator dompeilee attack the stock...

Be stronger and stronger...

1 month ago

pang72

I am waiting the Japanese old lady here...
Why still not appear but in YTL only?

1 month ago

pang72

dompeilee

🤣YTL sour grapes pang72 forced to drink sourmilk as it plunges below his cost...Sendai, YTL, DLady..triple proof of his reverse indicator prowess!

5 days ago


THIS JAPANESE REVERSE INDICATOR DOMPEILEE ARE 100% CUN..
I CAN'T USE ANY OTHER METHOD BESUDE JAPANESE REVERSE INDICATOR TO BUY STOCK:)

1 month ago

pang72

SENDAI, ytl and dlady up like no tmr once indicator appeared

1 month ago

pang72

Dompeilee didn't come here to revert to green today?
Jealous to my earning....

It is not good like this...

Come la...

1 month ago

pang72

I will not go to the stock dompeilee buy lo..
Because all need to stuck for 5 to 10 years..

Funny lady...

1 month ago

CharlieM

Stop spamming please..

1 month ago

ttt

please exchange phone numbers and keep your disputes private.

1 month ago

newkidonthebloc

Fully agree with ttt’s comment 👆🏼
The lady does gloat much, the man should just ignore. My two cents 🙏🏼

1 month ago

pang72

OK, everyone... I hear the request.
I will ignore her..
Sorry for spamming the counter..
At least, everyone aware this old lady is annoying :(

1 month ago

dompeilee

Susu rosak -88c hah...
On the other hand, I own 6 of the TOP 8 Gainers (all except SAM & Kobay) AND the TOP Gainer in S'pore, namely Great Eastern today(10 May '24)!
Gainers
SBAGAN

5.57

+0.60

599,600

NESTLE

129.10

+0.60

7,400

KOBAY

2.45

+0.52

18,646,500

KLUANG

5.24

+0.43

178,700

SAM

5.68

+0.31

1,375,600

KUCHAI

2.08

+0.25

1,942,000

MNRB

2.45

+0.22

8,622,400

MANULFE

2.34

+0.21

631,300

1 month ago

rohank71

anyone attending the AGM. Pls keep us posted.

3 weeks ago

BursaMaster121212

Privitisation?

3 weeks ago

CharlieM

AGM is tomorrow 28 May, 10am..

3 weeks ago

CharlieM

Dutch Lady sees three-fold profit surge in 1Q24.
https://www.thestar.com.my/business/business-news/2024/05/27/dutch-lady-sees-three-fold-profit-surge-in-1q24

KUALA LUMPUR: Dutch Lady Milk Industries Bhd(DLMI) remains cautiously optimistic due to the strength of its brands, and the increasing need for and recognition of milk's goodness and nutritional value amongst Malaysians.

“The company will continue to support local dairy farmers, aiming to enhance both the quantity and quality of locally produced fresh milk,” DLMI said in a filing with Bursa Malaysia.

In the first quarter ended March 31 (1Q24), DLMI’s net profit surged to RM26.6mil compared with RM8.5mil in the same quarter last year, translating to an earnings per share of 41.70 sen against 13.30 sen.

Revenue rose 2.4% to RM362.8mil compared to RM354.3mil last year, primarily driven by the carry-over effect of price increases implemented in 2023, as well as a specific price increase on one of the product ranges in 1Q24.

Additionally, DLMI implemented various revenue growth management initiatives focused on enhancing the product and channel mix.

The dairy group said it will continue to focus on optimising costs and cashflow by restructuring to be more efficient, reducing fixed costs to combat inflation and currency challenges, and securing funds for new manufacturing facilities.

“DLMI is employing cash generated from its operations and working capital to fund the property, plant & equipment (PPE) investments into the new production facility at Bandar Enstek.

“In the event of a shortfall in working capital, the company has sufficient committed undrawn overdraft facilities and an inter-company credit facility that can be utilised,” it said.

DLMI noted that the market continues to experience significant volatility due to a range of domestic and international uncertainties. These include fluctuating foreign exchange rates, variable commodity prices, and potential shifts in regulatory frameworks.

“Although prices of global dairy raw materials have reached a point of stability, they remain historically high and are expected to trend upwards towards the second half of the year. Ongoing geopolitical tensions are causing further fluctuations in raw material prices, which could lead to increasing costs for other commodities.

“The volatility of the ringgit, alongside these global and local uncertainties, as well as forthcoming regulatory updates and changes to the tax system, such as the increase in SST rates, present further challenges that may lead to escalated input costs in the near future,” it added.

3 weeks ago

CharlieM

Dutch Lady's 1Q net profit more than triples amid lower dairy raw materials costs, pays 25 sen dividend.
https://theedgemalaysia.com/node/713171

KUALA LUMPUR (May 27): Dutch Lady Milk Industries Bhd (KL:DLADY) said its first quarter net profit more than tripled from a year earlier on higher operating profit on the back of higher revenue and lower dairy raw material costs.

Net profit for the three months ended March 31, 2024 (1QFY2024) was RM26.66 million compared with RM8.52 million over the same period last year, the group said in an exchange filing. Earnings per share rose to 41.7 sen from 13.3 sen.

Dutch Lady said operating profit reached RM36.3 million, up 183.4% from RM12.8 million in 1QFY2023.

The group said quarterly revenue rose 2.39% year-on-year to RM362.77 million from RM354.31 million, primarily driven by carry-over effect of price increases implemented in 2023, as well as specific price increase on one of the product ranges in 1QFY2024.

Additionally, the group said it implemented various revenue growth management initiatives focused on enhancing the product and channel mix.

On a quarter-on-quarter basis, Dutch Lady’s net profit rose 16.79% from RM22.83 million in 4QFY2023, while revenue slipped 0.48% from RM364.53 million due to a changing mix of products sold and seasonal promotional costs.

The group announced an interim dividend of 25 sen per share, unchanged from 1QFY2023, with June 11 as the ex-date and June 20 as payment date.

Moving forward, Dutch Lady said it will continue to focus on optimising costs and cash flow, while planning to lower its fixed cost base and secure internal financing for building and transitioning to new manufacturing facilities.

"The outlook for Dutch Lady remains cautiously optimistic due to the strength of our brands and the increasing need for and recognition of the goodness and nutritional value of milk amongst Malaysians. The company will continue to support local dairy farmers, aiming to enhance both the quantity and quality of locally produced fresh milk," it said.

Shares in Dutch Lady closed 76 sen or 2.3% higher at RM33.76 on Monday, valuing the group at RM2.16 billion. The counter has gained 40.67% year-to-date.

3 weeks ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Latest quarter Revenue 363m. Earnings 27m

Q3 2015. Revenue 250m. Earnings 49m (peak qtrly earning)
O

3 weeks ago

ttt

u think la how to find business with 20% margin. it wont be sustainable because everyone will be attracted to that business. There is Farm fresh now.. of course there is bound to be competition.

3 weeks ago

ttt

@Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

no point comparing with old times. Thats already 9 years ago

3 weeks ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Latest quarter Revenue 363m. Earnings 27m NPM 7.4%

Q3 2015. Revenue 250m. Earnings 49m (peak qtrly earning) NPM 19.6%
>>>

Why I continue to like this stock ....
When NPM expanded by 1% from 7.4% to 8.4%, its earnings increased disproportionately by 13.5%.
Faham tak!

3 weeks ago

CharlieM

If it can break 38, next resistance is 45..

3 weeks ago

CharlieM

https://www.nst.com.my/amp/business/corporate/2024/05/1057193/dutch-lady-inaugurates-new-rm540mil-manufacturing-facility-bandar

BANDAR ENSTEK, Negri Sembilan: Dutch Lady Milk Industries Bhd (DLMI) has today inaugurated its new RM540 million state-of-the-art manufacturing hub here.

Deploying eight production lanes, the Halal manufacturing facility is integrated with Industry 4.0 technology to meet Malaysian and regional demand for the long-term.

DlMI said the new manufacturing hub with export capacity will introduce new skills relevant to the new generation of Malaysians to spur new opportunities for growth in terms of innovation, improved efficiencies and overall sustainability.

"We will be operational by this year, after several years of hard work together with relevant stakeholders to bring this project to fruition," DLMI managing director Ramjeet Kaur Virik said.


The Yang Di-Pertuan Besar of Negri Sembilan Tuanku Muhriz Tuanku Munawir officially inaugurated DLMI@Enstek.

Also present were the state's senior executive councillor Datuk Seri Jalaluddin Alias (representing Menteri Besar Datuk Seri Aminuddin Harun) and ambassador of the Netherlands to Malaysia Jacques Werner.

FrieslandCampina, the main shareholder in DLMI, was represented by chief executive officer Jan Derck van Karnebeek.

Ramjeet noted that this important milestone in the company's history is made possible by collaborating with the federal and state government.

They included agencies such as the Malaysian Investment Development Authority, Invest Negri Sembilan and Negri Sembilan Islamic Religious Affairs Department.

DLMI said the significant investment is a strong commitment towards building long-term public-private partnerships to help improve Malaysia's dairy sector particularly in raw milk production as well as combat the triple burden of malnutrition in different segments of society.

As part of FrieslandCampina in the Netherlands, Ramjeet emphasised that the DLMI@Enstek will be a critical hub in FrieslandCampina's global supply chain network and concurrently demonstrate the company's confidence in Malaysia's present and future economic opportunities.

"DLMI@Enstek is our strong commitment to nation-building and at the same time, rapidly embracing the latest food technologies on par with global best practices," she added.

The facility is also expected to increase Negri Sembilan's competitiveness as a magnet for new investments and further help create new spin-off economic benefits to the local economy.

The company's strong Dutch dairy expertise link further cements its leadership role in the country.

Van Karnebeek said the facility will enable DLMI to continue producing high-quality dairy products for Malaysians and the region.

He added that FrieslandCampina has consistently aided and supported Malaysian dairy farmers with the latest techniques and technology in cooperation with the government.

"Our dairy heritage and know-how continues to support Malaysian dairy farmers in learning new methods to help improve the quality and quantity of local raw milk production and contribute to the food security of Malaysia," he said.

The inauguration of DLMI@Enstek was held in conjunction with World Milk Day which falls on June 1, with this year's focus being on celebrating the goodness of dairy in providing better nutrition such as protein and calcium for the world


https://www.nst.com.my/amp/business/corporate/2024/05/1057193/dutch-lady-inaugurates-new-rm540mil-manufacturing-facility-bandar

3 weeks ago

CharlieM

Dutch Lady RM540mil Factory Set To Begin Ops.
https://www.thestar.com.my/business/business-news/2024/05/31/dutch-lady-rm540mil-factory-set-to-begin-ops

Friday, 31 May 2024
SEREMBAN: Dutch Lady Milk Industries Bhd’s (DLMI) state-of-the-art RM540mil manufacturing facility here is set to be fully operational by July, says its managing director Ramjeet Kaur Virik.

The plant, located on a 13.2ha site at the Bandar Enstek halal hub and which is thrice the size of its present facility in Petaling Jaya, will also double the existing production capacity once it is fully commissioned.

“I am delighted to announce that we will be operational by this year after several years of hard work together with the relevant stakeholders to bring the project to fruition.

“DLMI@Enstek is our strong commitment to nation building and at the same time, rapidly embracing the latest food technologies on par with global best practises,” she said at the official opening of the facility by the Yang di-Pertuan Besar of Negri Sembilan Tuanku Muhriz Tuanku Munawir.

Its inauguration was also held in conjunction with World Milk Day, which falls on June 1.

DLMI, which is the country’s leading dairy company, started operations in Malaysia in 1963 following the opening of its plant in Petaling Jaya.

Ramjeet said three lines were already fully operational at the new plant and the remaining ones would be commissioned next month.

“The construction under phase one has been completed and most of our employees are already here, with the last batch moving in by next month.

“Once we have stabilised and all goes live, we will decommission the Petaling Jaya facility in the third quarter of this year,” she said, adding that the new manufacturing facility was integrated with Industry 4.0 technology to meet Malaysian and regional demand.

Ramjeet said although the new plant has doubled the capacity compared to the one in Petaling Jaya, there is sufficient land at DLMI@Enstek for future expansion.

“We also have extra land next to the current main building, so actually we can have four times the capacity we have in Petaling Jaya if there is higher demand in the future,” she said, adding that DLMI is the largest purchaser of local fresh milk, as it sources 55% of its supply from local farmers.

Ramjeet said DLMI’s significant investment in Negri Sembilan was its commitment towards building long-term public-private partnerships to help improve Malaysia’s dairy sector, particularly in raw milk production as well as to combat the triple burden of malnutrition in different segments of society.

Ramjeet said with new technologies and processes, DLIM @Enstek is poised to become Malaysia’s first smart-dairy factory with innovations from the lowest to the highest levels.

She said DLMI, which had been exporting its products to a few countries, may also look for new markets once it is able to increase production capacity.

“We belong to FrieslandCampina, which is operating in over 100 countries. And since we are part of its supply chain network, we hope to be able to export to more markets,” she added.

Ramjeet said DLMI@Enstek will also be open to the public where they will be able to learn more about the processes, animal welfare and the dairy industry.

Also present at the event were the Netherlands ambassador to Malaysia Jacques Werner and FrieslandCampina chief executive officer Jan Derck van Karnebeek.

FrieslandCampina is the main shareholder of DLMI.

Karnebeek in his speech said the group was proud of its investments in Malaysia and the new facility will enable DLMI to continue producing high-quality dairy products for Malaysians and the region.

He added that the Netherlands-based FrieslandCampina has consistently aided and supported local dairy farmers with the latest techniques and technology in collaboration with local authorities.

3 weeks ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Last 52 wk price range 20 to 36.

Today, closing price RM 36.

3 weeks ago

CharlieM

New factory will fully operate next month.

“Ramjeet said three lines were already fully operational at the new plant and the remaining ones would be commissioned next month.”

2 weeks ago

CharlieM

Hopefully can break 38 today.
Next resistance 45..

2 weeks ago

Up_down

Uptrend now. Parked part of the funds here and waiting for the new factory in operation.

2 weeks ago

CharlieM

New factory 3 of the 8 production lines already in operation. The rest next month according to the CEO.

The new factory has double capacity from the old one. But we need to wait few QRs to see if the extra capacity is utilized. If it can be fully utilized, logically the revenue could be doubled..

2 weeks ago

Up_down

We will know the utilization of the factory by next year. The old factory would have certainly reached bottleneck judging from the decades without a leap in capacity expansion. Dlady could purchase substantial portion of its finished goods from the related companies for selling locally.

2 weeks ago

CharlieM

The CEO said with the new factory they aspire to be regional manufacturing hub. Currently exporting to Singapore and Brunei, they plan to add more countries. According to the CEO the parent company Royal FrieslandCampina has presence in 100 countries, so there are opportunities.

2 weeks ago

pang72

Alamak! My Dutch lady still the Moss Universal in the world...
Anyone would not agreed beside Japanese lady againt my philosophy?

2 weeks ago

pang72

Next QR coming back $60

2 weeks ago

CharlieM

38 broken.. next resistance 45..

2 weeks ago

pang72

Don't go up so fast..
Japanese lady envy you :)

2 weeks ago

Up_down

Dlady is heading to PER 40x? Haha

2 weeks ago

CharlieM

FFB is currently trading at PE 45

2 weeks ago

Up_down

Don't need to trade PER 45x on par with FFB. It's good enough to trail Nestle PER 44.5x. Lol

2 weeks ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Projected EPS for next year: 140 sen - 160 sen
At today's price of RM 38 per share, its projected PER is 27 to 23.7

Hoperfully, DLady will soon normalise its gross profit margins soon and with its increasing revenues, this will translate into even higher earnings and EPS.

2 weeks ago

CharlieM

PE TTM is 26.4 currently.

2 weeks ago

chopstick

rich peoples dun join this forum K PU CHI here, only those try to act rich only.

2 weeks ago

AlfI3

Ha ha @chopstick, like ur comment of "act" rich....

2 weeks ago

CharlieM

Welcome to the club.. hope your acting is good too..

2 weeks ago

pang72

Why act rich act poor..
Buy stock for investment earning money...
Watang people a lot, invest people very less

1 week ago

pang72

I hv sold my DLady at 37.40 mark my 2999 trades win..
Japanese old lady dompeilee, you can come back to kutuk the stock you like..
I don't haunt you here :)

1 week ago

ttt

when go to RM 120 ?

1 week ago

CharlieM

In 2 years or 6 to 8 QRs..

1 week ago

ttt

@CharlieM not unreasonable time line.. Probably a RM70 by year end is possible.

Puts is squarely on a 40x PE at a RM110m profit , annualised PAT for Q1 of RM27m which I can only expect to improve in the coming quarters.

3 days ago

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