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Kencana Agri Limited (SG:BNE)
SGX:BNE
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Kencana Agri Limited (BNE) AI Stock Analysis

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SG:BNE

Kencana Agri Limited

(SGX:BNE)

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Neutral 60 (OpenAI - 5.2)
Rating:60Neutral
Price Target:
S$0.45
▲(61.43% Upside)
Action:Reiterated
Date:07/01/26
The score is driven primarily by improving financial performance (earnings recovery and positive cash generation) but constrained by balance-sheet leverage and business volatility. Technicals are mixed-to-weak in the near term (below 20/50-day averages). Valuation is a major positive, supported by a very low P/E and a ~3.49% dividend yield.
Positive Factors
Integrated palm-oil value chain
Owning and operating both upstream plantations and milling/processing gives durable vertical integration. This structure helps capture more margin across the chain, provides operational flexibility to allocate outputs, and reduces reliance on third-party processors over multi-quarter cycles.
Negative Factors
Elevated financial leverage
A debt-to-equity ratio near 2.7x leaves limited financial flexibility and increases refinancing and interest-rate risk. High leverage heightens vulnerability to commodity price swings and weaker cash flows, constraining the company's ability to invest or weather prolonged downcycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated palm-oil value chain
Owning and operating both upstream plantations and milling/processing gives durable vertical integration. This structure helps capture more margin across the chain, provides operational flexibility to allocate outputs, and reduces reliance on third-party processors over multi-quarter cycles.
Read all positive factors

Kencana Agri Limited (BNE) vs. iShares MSCI Singapore ETF (EWS)

Kencana Agri Limited Business Overview & Revenue Model

Company Description
Kencana Agri Limited, encompassing its various subsidiaries, operates as an integrated plantation enterprise with activities spanning Indonesia, Malaysia, and other international markets. Its core business involves cultivating oil palms and proces...
How the Company Makes Money
Kencana Agri Limited makes money mainly by producing and selling palm oil-related commodities. Its key revenue streams typically include: (1) Upstream plantation operations: generating value from harvesting oil palm fresh fruit bunches (FFB) from ...

Kencana Agri Limited Financial Statement Overview

Summary
Earnings and margins recovered strongly in 2024–2025 with solid operating and free cash flow, but the balance sheet remains a key risk due to still-elevated leverage (debt-to-equity ~2.7x). Revenue and cash flow volatility also reduce confidence in durability through down-cycles.
Income Statement
72
Positive
Balance Sheet
43
Neutral
Cash Flow
64
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue245.44M201.73M153.73M136.37M152.54M128.45M
Gross Profit77.51M56.35M43.34M26.42M43.59M41.16M
EBITDA81.54M56.89M53.81M30.45M35.49M58.30M
Net Income27.87M18.73M11.94M-283.00K2.62M16.80M
Balance Sheet
Total Assets290.32M263.42M288.31M293.26M299.56M334.22M
Cash, Cash Equivalents and Short-Term Investments14.91M26.96M9.39M3.89M2.87M3.38M
Total Debt1.99M156.25M192.36M188.50M195.47M231.31M
Total Liabilities239.69M206.57M247.39M262.68M269.02M303.46M
Stockholders Equity50.63M56.85M40.92M30.58M30.53M30.77M
Cash Flow
Free Cash Flow49.48M34.29M14.26M22.28M44.04M34.04M
Operating Cash Flow64.85M46.28M28.79M40.33M54.36M39.69M
Investing Cash Flow-16.87M-11.77M-14.16M-12.45M-9.45M-2.60M
Financing Cash Flow-34.17M-26.38M-8.47M-27.22M-44.84M-37.80M

Kencana Agri Limited Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.28
Price Trends
50DMA
0.49
Negative
100DMA
0.44
Positive
200DMA
0.35
Positive
Market Momentum
MACD
-0.01
Negative
RSI
45.29
Neutral
STOCH
25.13
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SG:BNE, the sentiment is Positive. The current price of 0.28 is below the 20-day moving average (MA) of 0.44, below the 50-day MA of 0.49, and below the 200-day MA of 0.35, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 45.29 is Neutral, neither overbought nor oversold. The STOCH value of 25.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SG:BNE.

Kencana Agri Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
S$3.03B14.4413.70%6.82%12.24%15.30%
70
Outperform
S$495.55M20.385.15%2.67%23.98%6.22%
65
Neutral
S$23.22B20.134.29%4.55%2.17%17.64%
64
Neutral
S$5.32B17.8415.27%5.19%56.13%41.05%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
60
Neutral
S$126.28M7.4638.65%26.44%52.17%
56
Neutral
S$3.36B8.709.59%2.87%16.06%7.31%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SG:BNE
Kencana Agri Limited
0.44
0.36
417.65%
SG:EB5
First Resources (Singapore)
3.40
1.98
139.10%
SG:E5H
Golden Agri-Resources
0.27
0.02
9.05%
SG:F34
Wilmar International
3.72
0.89
31.26%
SG:P8Z
Bumitama Agri Ltd.
1.75
1.05
149.29%
SG:5JS
Indofood Agri Resources Ltd.
0.36
0.06
19.93%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 01, 2026