PETRONAS Dagangan vs Competitor Ratio Analysis: Managerial Finance Report Assignment 2026

Managerial Finance Assignment: PETRONAS Dagangan Berhad and Competitor Financial Analysis Report

In this Masters Managerial Finance report, students compare PETRONAS Dagangan Berhad with a rival fuel and convenience retailer in Malaysia over three financial years. The work moves from an industry profile (market share, product overlap, leader or challenger status and maturity stage) to ratio analysis across five categories, then to strategic and operational recommendations and a clear statement of limitations.

Task Brief

Obtain the annual reports for PETRONAS DAGANGAN GROUP BHD for 2023 and 2024 and one of its main competitors, for the last THREE years, from its website or other sources.

Task 1: Introductory Report on the Company and its Industry Position

Write an introductory report on the activities of the company and its position in the industry with respect to its competitor. You can include:

• Market footprint
• Similarity of products or services
• Relative size: market leader / challenger / nicher
• Stage of maturity of the company: newly listed, young growth, high growth, mature growth or declining

Task 2: Comparative Financial Performance Analysis (Three Years)

Critically compare and analyse the financial performance of the two companies over the last THREE years. For each category of ratios (profitability, liquidity, working capital management, capital structure and stock market performance), which company has performed better? Overall, which company is better managed? Explain your reasons. Include factors such as:

• Financial management in terms of margins, liquidity, working capital cycle and borrowing
• Stock market reputation

Task 3: Strategic and Operational Issues and Recommendations

Based on your analysis, identify any strategic and operational issues that need to be addressed by the companies and make appropriate recommendations with justifications.

• Strategic matters: diversification of business, level of gearing and management of stakeholders
• Operational matters: distribution networks, cost structure and revenue model (e.g. six capitals)

Task 4: Problems, Limitations and Assumptions

State clearly any problems, limitations and assumptions that you need to make to address the above tasks (for example, lack of internal company information).

Submission Requirements

1. Written in English in an appropriate business/academic style.
2. Focus only on the tasks set in the assignment.
3. Typed on A4 paper in Times New Roman or Arial font 12, with at least 2.5 cm margins, double spaced and pages numbered.
4. Document format: report.
5. A clear title, course, and name or ID number on a cover sheet, with a Harvard bibliography.
6. Research should use reliable, relevant and peer-reviewed sources, and should be extensive.
7. All referencing in Harvard style.