Dekel Agri-Vision Plc (LSE:DKL), the AIM-quoted agricultural processor operating in Ivory Coast, has continued to publish monthly production updates, with the August 2026 release showing lower crude palm oil output in the seasonal trough but a solid rise in cashew activity.

What the company does

Dekel processes agricultural products in Ivory Coast. Its main activities are producing crude palm oil and palm kernel oil from its mill operations, and processing raw cashew nuts. The monthly announcements give production and sales volumes together with average selling prices, which makes the Business unusually transparent for a small AIM company.

Latest developments

In the August 2026 update, crude palm oil production fell 10.3% year on year to 702 tonnes, which LSE:DKL attributed to the seasonal low period. Crude palm oil sales Volume declined 25.7% to 642 tonnes, while the price was stable at 945 euros per tonne. Palm kernel oil production jumped 114.5% to 178 tonnes, and its price rose 10.3% to 1,334 euros per tonne.

Cashew was firmer. Raw cashew nuts processed rose 16.3% to 681 tonnes, cashew production increased 66.6% and sales volume rose 113.7%. Early September data pointed to improved palm oil output.

Earlier in 2026, LSE:DKL reported a solid start to the year as crude palm oil rebounded, with a first quarter production update on 10 April, an April update on 11 May and a February update published in March, reflecting a steady monthly reporting rhythm.

Financial picture

The monthly updates do not give profit figures, so the financial picture is inferred from volumes and prices. A crude palm oil price of 945 euros per tonne and palm kernel oil at 1,334 euros per tonne suggest stable to improving unit values, and the sharp rise in cashew sales volume indicates that processing capacity is being used. Fewer tonnes of crude palm oil were sold than produced in the month, which may reflect timing of shipments.

Sector and index context

Dekel (LSE:DKL) is one of the few agricultural processors on the FTSE AIM All Share Index. Palm oil output follows a seasonal pattern, with low periods and peaks, and prices are linked to global vegetable oil markets. Cashew processing in West Africa is part of a broader effort to retain more value in producing countries rather than exporting raw nuts, which gives processors a potential structural tailwind but also exposes them to raw nut pricing and competition for supply.

Key risks

Commodity prices and currency movements affect earnings, and harvest volumes depend on weather and tree yields. Operating in Ivory Coast brings country-specific political, logistical and regulatory considerations. Seasonal swings can make monthly figures noisy, and the sale of products in euros while costs may be in local currency creates foreign exchange effects. Plant reliability and access to financing also matter for a small processor.

What to watch next

Shareholders will follow the September and later monthly updates to see whether palm oil output recovers as indicated, whether cashew volumes keep growing and whether prices hold. The interim and full-year results will reveal profitability and the balance sheet, and any news on capacity expansion or financing would be significant.