Sembcorp Ind - The power of dividend. XD 21 August for interim dividend of 11 cents. Paydate 4th Sept. Plenty of cash on hands.
Chart wise, bullish mode.
She had managed to clear 5.75 and closed higher at 5.83 coupled with high volume this is rather positive. She may rise up to test 6-6.03. A nice breakout with ease, we may see her rising up further towards 6.20 than 6.58. Pls dyodd.
Lai ah, jiak bak chor mee. Not bad from fairprice Kopitiam.
The price has retreated from 2.58 to 2.38, looks like boat is back. 4 cents interim dividend, XD 1st September. Final , estimate another 6 cents plus 2 cents special. Yield is about 5% at 2.38.
Lai ah, jiak! 1 Michelin star Fish soup from Hougang Mall.
12 August 2026:
Food Empire posts record 1H2026 results amid global uncertainties; increases interim dividend
• 1H2026 revenue and NPAT reaches all-time high, demonstrating resilience of diversified international operations despite geopolitical volatility.
• On track to deliver sixth consecutive record full-year performance, barring unforeseen circumstances.
• Declares interim dividend of 4.0 Singapore cents per ordinary share in 1H2026, up from 3.0Singapore cents per ordinary share in 1H2025.
In 1H2026, the Group’s revenue rose 15.0% to US$315.1 million, outperforming the corresponding six months in 2025 (“1H2025”) when sales of US$274.1 million were recorded. In tandem with the strong topline performance, net profit after tax (“NPAT”) jumped 12.2% to US$35.3 million from normalised NPAT of US$31.5 million in 1H2025.
Revenue grew to S$2.56 billion, a 5.7% year-on-year increase, supported by continued growth in theGroup’s international Public Transport portfolio.
• PATMI was S$85.1 million; Public Transport segment operating profit rose, backed by long-termcontracts and improved margins from renewed London bus contracts, offset by continued earningspressure in the point-to-point business.
• Interim dividend maintained at 3.91 cents per share, underpinned by strong operating cash flows and a growing base of contracted and recurring earnings; annualised yield of approximately 6.2%.
Revenue in the Public Transport segment increased to S$1.72 billion from S$1.57 billion, supported by contractual indexation, renewed bus contracts in London, and new Victoria contracts in Australia. Public
Transport accounted for approximately 67% of Group revenue in 1H2026, strengthening its long-term andrecurring earnings base. Operating profit for the segment rose to S$79.7 million from S$76.5 million in thecorresponding period last year, driven by improved margins from London bus contracts.
With an expanding portfolio of contracted transport services across Singapore, the UK and Europe, and
Australia, Public Transport continues to provide resilient earnings for the Group. More than 97% of the
Group’s Public Transport contracts have tenures of over five years and with over a third of them extendingbeyond 10 years, providing long-term visibility over future revenue and cashflow. Supported by proven operating capabilities, the Group continues to pursue selective opportunities to expand its portfolio of
contracted earnings across existing and new markets.
Group revenue for the first six months increased by 5.3% to $785.6 million.
• Group operating costs increased by 5.6% to $751.6 million.
• Group operating profit decreased by 0.3% to $34 million.
• Net profit attributable to shareholders decreased by 5.6% to $29.4 million.
• A tax-exempt one-tier interim dividend of 8.45 cents per share and a tax-exempt one-tier special dividend of 15.97 cents per share have been declared.
Together, the total dividend for 1H2026 amounts to 24.42 cents per ordinary share, representing a payout ratio of 260%, in line with the Group's policy of a payout ratio of at least 50%.
Outlook
Bus operations revenue will drop with the expiry of the Tampines Bus Package from
July 2026 and Serangoon-Eunos Bus Package from June 2027. This is expected to be partially mitigated by the growth in rail operations revenue in line with the steady growth in ridership and fare adjustment implemented in December 2025.
Revenue from commercial services will decline following the expiry of bus packages.
The tight labour market, elevated energy prices, and inflation remain a challenge.
Hence, the Group maintains a cautious outlook for the rest of the financial year
Finally, some buying activities spotted today! She is up 22 cents to 5.81. Hurray. Forecasting a better 2nd Half 2026 rightfully share price should be trending higher. Plus better prospects for the future growth. She may rise up to test 6.03. Pls dyodd.
SEMBCORP REPORTS UNDERLYING NET PROFIT OF S$369 MILLION,
STRENGTHENS EARNINGS PLATFORM WITH ALINTA
- Interim dividend of 11.0 cents per share, an increase from 9.0 cents per
share in 1H2025, reflecting confidence in the Group’s future performance
- Stronger performance expected in 2H2026, supported by Alinta, improved
Singapore earnings prospects and higher land sales.
2H2026 OUTLOOK
Sembcorp expects a stronger 2H2026 performance, supported by contributions from
Alinta, improved earnings from its Gas and Related Services business, and higher
land sales from the Integrated Urban Solutions segment. The Renewables business
is expected to continue facing seasonal and tariff-related headwinds, although
contributions from new installed capacity are expected to partially offset these impacts.
Supported by its diversified portfolio and growing base of recurring cash flows, the
Group expects 2H2026 underlying net profit to exceed that of 1H2026.
Food Empire posts record 1H2026 results amid global uncertainties; increases interim dividend
• 1H2026 revenue and NPAT reaches all-time high, demonstrating resilience of diversified international operations despite geopolitical volatility.
• On track to deliver sixth consecutive record full-year performance, barring unforeseen circumstances.
• Declares interim dividend of 4.0 Singapore cents per ordinary share in 1H2026, up from 3.0Singapore cents per ordinary share in 1H2025.
In 1H2026, the Group’s revenue rose 15.0% to US$315.1 million, outperforming the corresponding six months in 2025 (“1H2025”) when sales of US$274.1 million were recorded. In tandem with the strong topline performance, net profit after tax (“NPAT”) jumped 12.2% to US$35.3 million from normalised NPAT of US$31.5 million in 1H2025.
