X-Point | DPM 22,900 -0.43%: Corporate Meeting 2026

EVENT HIGHLIGHTS
Business outlook: (1) Long-term gas supply to be supplemented from the Su Tu Trang 2B field in the 2027–2028 period; (2) The company is pushing new growth drivers through NPK product diversification and new chemical projects. Risks: pressure to meet Petrovietnam's double-digit growth target, along with volatility in global Urea/NPK prices and China's and India's import-export policies.

BSC'S VIEW

• Monitor: (1) Input gas price movements & progress of the Su Tu Trang 2B field; (2) Global Urea/NPK price trends, China's and India's import-export policies & CBAM tax; (3) Progress of new chemical project rollouts & trading segment performance.