British American Tobacco (Malaysia) Bhd reported its first quarterly net loss since establishing its current corporate structure in 1999.

The company recorded a net loss of RM35.15 million for the first quarter ended March 31, 2026.

This compares to a net profit of RM23.27 million in the prior-year period.

Revenue nearly halved during the quarter.

Higher operating costs drove the loss.

These costs stemmed from retail display ban compliance and a new operational model rollout.

Operating expenses rose 74.7% year-on-year.

This increase included restructuring-related costs.

The illicit cigarette trade pressured the legal tobacco market.

This illicit trade accounted for 56.7% of total industry volume.

The trade eroded the company's market share and industry dynamics.

Legal combustible volumes for the company fell 4.5% during the quarter.