DPR – Rubber segment is expected to be positive thanks to the supply shortage and the impact of oil prices in Q1/2026
• Business results in Q1/2026 are estimated to grow strongly: DPR is expected to record revenue of VND 228 billion (+13% YoY) and NPAT-MI of VND 85 billion (+30% YoY) with the expectation of contributing from the high-profit margin tree liquidation segment.• The outlook for selling prices remains at a high base: production in the low season, rubber selling price is expected to be anchored at 52 million VND/ton (+3% QoQ) thanks to the resonance of the increase in world oil prices and the prolonged global supply deficit.
• Medium-term growth drivers from industrial park real estate: The Bac Dong Phu expansion project is accelerating the approval of the 1/2000 planning, expecting to start contributing rental revenue from the beginning of 2027 and become a new profit pillar for DPR.
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