Jardine Matheson

Jardine Matheson disclosed that its Indonesian mining subsidiaries paid a total of 728.09 million USD to the Indonesian state in 2025. The amount comprises 452.02 million USD in taxes, 268.39 million USD in royalties and 7.69 million USD in fees. The largest single payments came from the Kapuas project (274.39 million USD) and the Martabe project (177.41 million USD); the contract mining business contributed 261.02 million USD in tax payments. The disclosure was made in accordance with UK rules on payments to governments. » Więcej na de.investing.com

Jardine Matheson reported an adjusted net profit of $1.68bn for 2025 (+11%) and raised its dividend to $2.35 per share, but missed Q4 expectations on profit and revenue by a wide margin. The company accelerated capital recycling ($4.8bn) and shifted the parent from net debt to a net-cash position. Strategically, Jardine is moving more toward an investment company model, anchoring TSR as a key metric, increasing portfolio simplification, special dividends and share buybacks, but sees risks from slowdowns in China and Indonesia as well as competitive and currency pressures. » Więcej na de.investing.com

Jardine Matheson reported Q4 2025 EPS of $1.96 versus a forecast of $4.02 (−51.24%) and revenue of $17.14 billion versus an expected $18.24 billion (−6.03%). Despite the quarterly disappointment, adjusted net profit for 2025 rose 11% to $1.7 billion, supported by strategic realignments and capital reallocations totaling $4.8 billion. The company emphasizes the shift to an investment-oriented model, sees 2026 EPS of $5.54, and the stock was unchanged after the release at $56.33. » Więcej na de.investing.com

Jardine Matheson shifted to a long-term engaged-investor strategy and completed a $4.2 billion privatization of Mandarin Oriental, acquiring the remaining 11.96% stake. The group sold key property assets, including Mandarin Oriental’s One Causeway Bay floors and stakes in Marina Bay Financial Centre and MCL Land, generating significant proceeds. Management changes include the appointment of Lincoln Pan as CEO, and the dealmaking nearly doubled Jardines’ share price and lifted the Keswick family fortune to $4.6 billion. » Więcej na forbes.com

Jardine Matheson has set the payout rate for Mandarin Oriental shareholders who elected GBP at £2.05 per share. The arrangement applies to shareholders registered in the Jersey branch register or to depositary interests held through CREST in the UK. The move follows completion of the takeover of the remaining 11.96% stake and the subsequent delisting in London, Bermuda and Singapore under a scheme of arrangement governed by Bermuda law. » Więcej na de.investing.com