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FTFTROF

First Resources Limited

$FTROF·$3.5B·Agricultural Farm Products·Consumer Defensive
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Mentions · last 7 days
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X counts updated 2d ago
FTFTROF
$FTROFFirst Resources Limited
——0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

First Resources Limited is an investment holding company deeply involved in the global palm oil sector, with operations spanning Singapore, Indonesia, Europe, China, and other international markets. The company's activities are organized into two primary divisions: Plantations and Palm Oil Mills, and Refinery and Processing. Its comprehensive operations encompass the cultivation and management of oil palms, the harvesting and milling of fresh fruit bunches (FFB) into crude palm oil (CPO) and palm kernel (PK), and the subsequent transformation of CPO and PK into a diverse array of downstream palm-based products. These specialized products include biodiesel, palm kernel oil, palm kernel expeller, as well as refined, bleached, and deodorized (RBD) olein and RBD stearin. In addition to its core palm oil business, First Resources also maintains interests in rubber plantation activities. It oversees a significant land portfolio, managing 212,208 hectares of oil palm plantations and 6,321 hectares dedicated to rubber. Established in 1992 and headquartered in Singapore, First Resources Limited functions as a subsidiary of Eight Capital Inc.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural Farm Products sits in its cycle right now — and what that implies for $FTROF.

Agricultural Farm Products · Consumer Defensive

No material change from last week — ADM's stock dropped despite a broadly positive market, reflecting concerns about grain and oilseed crush margin sustainability as global supply uncertainty..

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+9.9%YTD
+5.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.14$0.04+249.3%
Q4 2025Feb 27, 2026$0.13$0.04+197.6%
Q2 2025Aug 13, 2025$0.10——
Q1 2025May 15, 2025$0.04$0.040.0%
Next earningsThu, Mar 4·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY25$336.9M+47.4%41.1%31.0%$0.05$-42.9M
Q1 FY25$336.9M+47.4%41.1%31.0%$0.05$-42.9M
Q4 FY24$290.8M+9.4%45.5%33.3%$0.05$31.6M
Q3 FY24$290.8M+9.4%45.5%33.3%$0.05$31.6M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.4B – $2.0B$0.26$0.20 – $0.307
FY27$1.8B$1.5B – $2.0B$0.27$0.20 – $0.317
FY28$1.8B$1.4B – $1.9B$0.26$0.20 – $0.303
FY29$1.4B$1.1B – $1.6B$0.25$0.19 – $0.293

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 407.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.β-0.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

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