Stock Track | Delfi Plummets 3.30% Intraday on Compressed Margins from High Cocoa Price Contracts

Stock Track

06/10

Delfi's stock plummeted 3.30% during intraday trading on Wednesday, reflecting investor concerns over the company's current financial performance.

The Singapore-listed confectionery maker's first-quarter gross margin has narrowed due to its forward-purchasing strategy, which means it is still absorbing contracts executed when cocoa prices peaked in 2024-2025. This has created significant headwinds for the company's profitability in the near term.

Analysts note that the compressed margin reflects these specific cost pressures rather than any decline in Delfi's underlying competitiveness. While the Indonesian rupiah's current weakness is also a factor, it is milder than in 2025. UOB Kay Hian analysts retain a buy rating on the stock with a S$1.68 target price, expecting the gross margin to recover in the second half of the year as these headwinds ease.

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