Wilmar International Faces Headwinds From Rising Commodity Prices -- Market Talk

Dow Jones05-04 15:47

0747 GMT - Wilmar International is likely to face weaker demand and margins through the rest of 2026, given rising commodity prices, Nomura analysts say in a note. Higher commodity prices could weaken demand in the Singapore-listed agribusiness group's key markets, including India and Africa, as higher costs are passed on to customers. Wilmar's margins will also be weighed down by the higher logistics, freight, and packaging costs, the analysts add. Nomura maintains a neutral rating on the stock, but raises the target price to S$3.50 from S$3.20 as it rolls over its valuation to 2026. Shares are last up 2.8% at S$3.71.(amanda.lee@wsj.com)

(END) Dow Jones Newswires

May 04, 2026 03:47 ET (07:47 GMT)

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Higher commodity prices could weaken demand in the Singapore-listed agribusiness group's key markets, including India and Africa, as higher costs are passed on to customers. Wilmar's margins will also be weighed down by the higher logistics, freight, and packaging costs, the analysts add. Nomura maintains a neutral rating on the stock, but raises the target price to S$3.50 from S$3.20 as it rolls over its valuation to 2026. 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