Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
Focus Lumber Berhad is a Malaysia-based manufacturer of wood products. The Company operates through two segments: Manufacturing and Electricity. The Manufacturing segment is engaged in the manufacturing and sale of plywood, veneer, and laminated veneer lumber (LVL). The Electricity segment is engaged in the generation and sale of electricity. Its plywood products are used in various industries such as the recreational vehicle (RV), home decorating, construction, and furniture industries. The Company’s LVL products are used in the construction industry for structural integrity, production of furniture, housing materials, and value-added products. The Company produces thin panel plywood with a thickness level below 6 millimeters (mm) which is capable of further processing by laminate factories. It offers veneer products in various thickness levels ranging from 0.60mm to 3.6mm. It also produces thick panel plywood ranging from 6mm to 18mm.
PETALING JAYA: Focus Lumber Bhd has deferred the commencement of harvesting activities under its Industrial Tree Planting Agreement with Rakyat Berjaya Sdn Bhd to the first quarter of 2027 (1Q27) from 3Q26 previously.
PETALING JAYA: Focus Lumber Bhd has deferred the commencement of harvesting activities under its Industrial Tree Planting Agreement (ITPA) with Rakyat Berjaya Sdn Bhd (RBSB) to the first quarter of 2027, from the third quarter of 2026 previously.
Notable filings
Over the week of March 3 to 7, notable filings on shareholding changes of Bursa Malaysia-listed companies included those at banking outfit RHB Bank Bhd (KL:RHBBANK).
Pension fund Kumpulan Wang Persaraan (Diperbadankan) or KWAP ceas...
https://youtu.be/9cH5KKEOfck?si=jWwGvT_SHmbtQJ2X
Focus Lumber Berhad: Analyzing the RM31.7 Million Revenue Surge and US RV Demand @YZFinanceMY
Focus Lumber (5197) is back in the profit zone! 🪵📈
Focus Lumber Berhad just released its Q2 2026 results, and the "Plywood Story" has taken a major turn. After a challenging 2025, the Group has officially reported a turnaround to profitability.
Here is what every retail investor needs to know:
✅ The Big Numbers:
• Revenue: Doubled year-over-year to RM31.75 million (+101.2%).
• Profit After Tax: A turnaround to RM0.27 million, compared to a RM4.97 million loss in the same quarter last year.
• Cash Position: Strong financial health with RM48.17 million in cash and zero borrowings.
🤔 What Drove the Turnaround?
The recovery was fueled by higher sales volumes and better average selling prices (ASP) in US Dollars. Management also benefited from lower log prices and the absence of the heavy inventory write-downs that hurt them in 2025.
⚠️ The New Headwinds:
While the turnaround is positive, the road ahead looks "challenging":
1. US Demand Cooling: The US Recreational Vehicle (RV) industry—a key market—has seen its 2026 shipment forecast revised downward by 8.2%.
2. New 10% Tariff: A fresh 10% US tariff under Section 301 took effect on 24 July 2026, targeting Malaysian exports.
3. Port Congestion: Ongoing bottlenecks at the Sepanggar Bay Container Port in Sabah continue to delay shipments and revenue recognition.
The Bottom Line:
Focus Lumber has proven it can return to profit when volumes and prices align, but with new US trade policies and a moderating RV market, the next few quarters will be a test of their operational efficiency and strategic pricing
Focus Lumber got solid cash flow and zero debt, but with those new US tariffs and cooling RV demand, you better watch if their margins can tahan for the long haul.