Asia Siyaka Commodities Plc

ASIY.N0000Fairly valued

Services & Logistics · Miscellaneous Commercial Services

Asia Siyaka Commodities PLC is a market intermediary in Sri Lanka’s tea industry that operates as a licensed broker for tea, rubber and other commodities and ranks among the top four tea brokers in the country by volume and value.

ASIY shares are up 42.7% over the past year and last closed at Rs 13.70 on Sep 30, 2026.

Rs 13.70
+0.00%
Price history
+42.71%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+22.9+50.8-19.1+0.0-6.9+4.5-22.1+27.5+0.7+0.0+0.0+0.0
2025+4.6-5.9-4.7-1.6+13.3+0.0+7.4+28.8+3.2+5.2+0.0-5.9
2024-2.4+2.5+2.4+4.8+6.8-8.5+0.0-4.7+9.8+2.2+2.2+38.3
2023+4.9-2.3-4.8-2.5+2.6+0.0+12.5-8.9+4.9-2.3-2.4+0.0
2022+9.1-8.3-39.4+10.0+40.9-9.7+35.7+15.8+29.5-12.3-10.0-8.9
2021-12.1-6.9-7.4+4.0+0.0+0.0+30.8-5.9+0.0+3.1+3.0-2.9
2020-4.0-4.2-21.7+0.0+0.0+23.8+7.7+3.6+6.9+6.5+3.0-2.9
2019+10.0-4.5-9.5+0.0+0.0+0.0+15.8+0.0+4.5+0.0+17.4-7.4
2018+0.0-4.0-8.3+9.1-4.2-17.4+0.0+5.3+10.0-4.5+0.0-4.8
2017-8.3+0.0-9.1+15.0+4.3+4.2+8.0-3.7+15.4-6.7-10.7+0.0
2016-7.1+0.0-7.7+16.7-3.6+0.0+0.0-11.1+0.0-4.2+0.0+4.3
2015+0.0+3.0-5.9+0.0+0.0+0.0+6.3+2.9-14.3-3.3-3.4+0.0
2014+3.2-6.3+0.0+13.3+0.0+2.9-5.7+3.0+5.9-5.6-2.9+0.0
2013-18.0-26.8-6.7+0.0+3.6-20.7+0.0+4.3+29.2+3.2+0.0-3.1
2012+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0+0.0-22.2-28.6+0.0
Average+0.2-0.9-10.1+5.3+4.4-1.5+6.9+4.1+7.5-2.9-2.3+0.5
ASPI average+3.1-2.7-4.7+2.0+0.2+0.8+3.1+2.2+3.2-0.1+1.0+3.0
Median+0.0-4.1-7.5+4.0+0.0+0.0+6.8+3.0+5.4-2.8+0.0-1.5
% up43%21%7%54%46%29%57%57%79%36%29%14%
P/E
12.9
P/B
2.02
EPS
Rs 1.06
Div Yield
3.43%
Market Cap
Rs 3.6B
Beta
0.89
ROE
16.2%
Op Margin
22.0% (+13.8pp)

Fundamentals

LineFY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Revenue
Rs 4.8B
+307.1%
Rs 1.2B
-8.3%
Rs 1.3B
-1.3%
Rs 1.3B
+81.6%
Rs 711.6M
+10.0%
Rs 647.2M
-9.3%
Rs 713.2M
-7.5%
Rs 770.7M
-1.8%
Operating profit
Rs 561.1M
+31.0%
Rs 428.4M
-20.6%
Rs 539.7M
-17.2%
Rs 651.8M
+171.5%
Rs 240.1M
+425.5%
Rs 45.7M
-77.1%
Rs 199.1M
-32.8%
Rs 296.2M
-2.0%
Net profit
Rs 179.1M
-15.1%
Rs 211.0M
+0.9%
Rs 209.2M
-17.4%
Rs 253.1M
+112.4%
Rs 119.2M
turned profitable
Rs -4.2M
fell into loss
Rs 16.9M
-85.1%
Rs 113.1M
+15.9%
EPS
0.83
+2.5%
0.81
+1.3%
0.80
-17.5%
0.97
+110.9%
0.46
-0.02
0.06
-86.1%
0.43
+13.2%

Compared with the same period a year earlier.

Per-share figures are as reported, not adjusted for splits.

Recent dividends

  • 2026 · finalRs 0.24
  • 2026Rs 0.23
  • 2025 · finalRs 0.23
  • 2025 · first interimRs 0.22
  • 2024 · finalRs 0.25
  • 2024 · first interimRs 0.20
  • 2023 · second interimRs 0.35
  • 2023 · first interimRs 0.35
Peer comparison2 peers in Services & Logistics
JKL.N0000
Rs 73.00
P/E
39.7
P/B
1.12
ROE
2.81%
Yield
3.88%
ASIY.N0000 · this company
Rs 13.70
P/E
12.9
P/B
2.02
ROE
16.17%
Yield
3.43%
Rs 10.50
P/E
14.2
P/B
3.09
ROE
21.42%
Yield
10.48%
Sector median · 7 companies
P/E 14.9P/B 3.03Yield 3.43%

About Asia Siyaka Commodities Plc

Asia Siyaka Commodities PLC is a market intermediary in Sri Lanka’s tea industry that operates as a licensed broker for tea, rubber and other commodities and ranks among the top four tea brokers in the country by volume and value. The company provides brokerage services for traditional and non-traditional produce and supports buyers and sellers through auction participation and market access. The group also offers integrated services along the tea value chain including warehousing, logistics, client financing, research and advisory. It owns and operates a Leeds-certified “Green” tea auction logistics centre and state-of-the-art warehousing facilities, and manages over 24% of all teas stored for the Colombo Tea Auction. Key group entities named in the report include Asia Siyaka Warehousing (Pvt) Ltd and Siyaka Produce Brokers (Pvt) Ltd; the group also holds an interest in Agrione Solutions (Pvt) Ltd, described as an agro-products business. The company trades rubber and a range of non-traditional commodities such as spices and desiccated coconut and provides research, advisory and working capital solutions to clients across the plantation supply chain.

AI analysis

neutral

Asia Siyaka's latest quarter delivered a sharp operating rebound, but margins remained among its weakest June results on record. The valuation is below sector medians, while leverage and weak cash conversion remain important constraints.

Read the full report (Aug 11, 2026) →

News sentiment

Describes news flow, not a forecast
Last 30 days
Positive news flow

5 articles in 30 days: 2 positive, 1 negative, 2 neutral.

24 months positive negative 3-month net
Nov 24: 1 articles, net +1.00Dec 24: 2 articles, net +1.00Jan 25: 1 articles, net +1.00May 25: 3 articles, net +0.33Nov 25: 2 articles, net -0.50Feb 26: 1 articles, net +1.00Apr 26: 1 articles, net -1.00May 26: 1 articles, net -1.00Aug 26: 2 articles, net +0.50Sep 26: 5 articles, net +0.00Oct 24Feb 25Jun 25Oct 25Feb 26Jun 26
Recent news
View all news →
Daily FT·Sep 23, 2026·OtherNegative
Tea exports dip 5% in August

Sri Lanka's tea exports fell about 5% year‑on‑year in the first eight months of 2026 to 166.3 Mnkg, with August shipments at 22.8 Mnkg. Rupee earnings held nearly steady at Rs.305.6bn, but US$ earnings slipped to about $948m amid higher freight and insurance costs and a lower average FOB.

ExportersRupee & ForexTea & Plantation Crops
Daily FT·Sep 17, 2026·Other
High Grown tea crop sinks to 34-year low in Aug.

High Grown tea output fell to 3.1 MnKg in August, the weakest monthly High Grown yield since 1992, as national production declined 3.65% YoY to 19 MnKg due to heavy rain and persistent cloud cover, Asia Siyaka and Forbes & Walker data show.

Tea & Plantation Crops
Daily FT·Sep 3, 2026·Market commentaryPositive
CSE ends marginally up on muted sentiment

Colombo bourse edged up as the ASPI rose 0.03% to 21,325.64 on turnover of over Rs.1.2bn; banks led activity while geopolitical tensions and higher global oil prices weighed on sentiment and foreigners were net sellers of Rs.7.2m.

Fuel & Energy Prices
Daily FT·Sep 2, 2026·Market commentaryPositive
CSE begins month in red, down 0.1%

The Colombo market opened the month lower as the ASPI fell 0.1% to 21,318.31, with turnover above Rs.2.3bn and foreign net outflows of Rs.612.5m. Selling late in the session hit JKH, BREW, DFCC, DIAL and MELS, while CCS and Asia Siyaka rose.

Fuel & Energy Prices
Daily FT·Aug 22, 2026·Other
Tea output dips 1% in July; seven-month crop down 2.6%

Tea production fell 1.05% YoY in July to 21.26 MnKg, and cumulative January-July output dropped 2.62% to 153.14 MnKg, Forbes & Walker Research data show. Asia Siyaka warned a developing El Niño could further pressure production in August-September.

Tea & Plantation Crops
Daily FT·Aug 20, 2026·Market commentary
CSE down 0.29% as Mideast weighs on sentiment

Colombo's ASPI fell 0.29% (62.5 pts) to 21,416.57 as Middle East tensions and rising oil prices dampened sentiment; turnover topped Rs.1.5bn with food, beverage & tobacco accounting for 30% and banks/capital goods contributing heavily. Several counters including SAMP, BREW, CFIN, BUKI, DIAL and SUN were cited.

Fuel & Energy Prices
Daily FT·Aug 14, 2026·Market commentaryPositive
CSE ends on the up

Colombo market closed higher as the ASPI rose 0.56% to 21,539 and the S&P SL20 gained 0.53%, with turnover of Rs.2.77bn and foreign net outflows of Rs.624.5m. Declining T-Bill rates and positive bank results supported buying, with the banking sector leading turnover (38%).

Interest Rates
Daily FT·Aug 12, 2026·Market commentary
CSE edges down, ends four-session rally amid profit taking

The Colombo stock market ended a four-session rally as the ASPI fell 0.07% to 21,402.80 and the S&P SL20 dipped 0.04% to 5,983.14; market turnover was over Rs.1.5bn and foreign investors were net sellers (net outflow Rs.356.2m).

Services & Logistics sector: what is happening

Last 14 days to Sep 30, 2026

Transport and logistics drove services-export growth in August, with transport and logistics receipts up 51.41% year-on-year, while the services PMI showed faster expansion led partly by transportation. Diesel costs remain a key operating-margin risk as the government sought to hold prices steady despite higher global oil. Port and logistics upgrades and trade facilitation were discussed under the export development plan.

Auto-generated from 18 sector news articles over 14 days. Not investment advice.