AsemconnectVietnam - PetroVietnam CaMau Fertilizer Joint Stock Company (PVCFC, stock code DCM) held a meeting with investors to share the business picture in the first 6 months of the year and reveal its long-term development strategy.

In the context of urea prices remaining high, the NPK market is fiercely competitive, exchange rates fluctuate strongly and input costs fluctuate, PVCFC still demonstrates its ability to adapt flexibly and operate effectively. The enterprise has taken advantage of the opportunity from the downward trend in oil prices to optimize costs, while maintaining stable production activities thanks to favorable weather conditions and input gas sources guaranteed by the Vietnam National Energy and Industry Group (Petrovietnam). The application of 5% output VAT on fertilizers from July 1, 2025 is also expected to create more equal competition, opening up new growth space for enterprises.
The estimated results for the first 6 months of 2025 show PVCFC's relentless efforts. Specifically, the total production output is more than 636 thousand tons of various fertilizers (56% of the plan, up 6% over the same period in 2024), the total consumption output is estimated at more than 841 thousand tons of fertilizers (61% of the plan, up 24% over the same period). Total consolidated revenue is estimated at VND9,591 billion (exceeding 69% of the plan, up 37% over the same period in 2024), pre-tax profit is VND1,047 billion (21% of the plan 9469/NQ-PVN, up 5% over the same period in 2024). The enterprise owns hundreds of distribution systems covering the whole country and Cambodia. PVCFC is increasingly affirming the superior competitiveness of the Ca Mau Fertilizer brand by maintaining its leading position in many key markets with a urea market share of 72% in the Southwest, 35% in the Southeast - Central Highlands and 40% in Cambodia.
Export continues to be a highlight of PVCFC with products present in more than 20 countries, including demanding markets such as Australia and New Zealand. In the first 6 months of the year, export output reached 208 thousand tons, bringing in VND2,067 billion - accounting for 23% of total revenue. Notably, it achieved "Level One" certification for bulk fertilizer in Australia, and became the supplier licensed to sell urea at the highest price in this market. Also in 2025, PVCFC officially opened a Representative Office in Phnom Penh, marking the milestone of 10 years of presence in Cambodia.
In addition to a diverse product range, ranging from single fertilizers, mixed fertilizers, to organic and inorganic fertilizers, microorganisms, etc., PVCFC continues to promote research and product development in a sustainable direction. One of the outstanding products is Polyphosphate technology NPK with a nitrogen content of up to 22%, suitable for many types of crops and soils.
In the period of 2026-2030, PVCFC identifies a long-term development strategy focusing on three main pillars: (1) Diversifying and developing products and services in the fertilizer sector; (2) Investing, producing and trading in the industrial gas and fertilizer-related chemicals sector; (3) Investing, producing and trading in the post-harvest processing sector.
Although the overall industry picture is still volatile, PVCFC's maintenance of a 20% dividend rate and a well-planned long-term strategy have demonstrated the company's strong internal strength, great efforts, determination and well-planned strategy.
According to the plan, PVCFC will hold the 2025 Annual General Meeting of Shareholders (AGM) on the morning of June 16, 2025 at the Company's headquarters (Ca Mau City) in a combined form: in-person meetings and online meetings, while applying electronic voting to increase convenience and transparency for shareholders from afar.
N.Nga
Source: VITIC/Tinnhanhchungkhoan