Pt Erajaya Swasembada Tbk · IDX:ERAA
Pt Erajaya Swasembada Tbk — H1 2026 Earnings Presentation
24 slides from Pt Erajaya Swasembada Tbk's earnings presentation, 2026
Slide 1: Company Update 1H 2026 Financial Statements
Company Update 1H 2026 Financial Statements PT Erajaya Swasembada Tbk | IDX: ERAA PT Sinar Eka Selaras Tbk | IDX: ERAL Investor Relations
Slide 2: Forward-Looking Statement
Forward-Looking Statement This presentation may contain forward-looking statements, including expectations, projections, and future plans. These statements are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied. We advise participant
Slide 3: Key Investment Highlights
Key Investment Highlights • Drive market share gains in core businesses through productivity improvements • Expand the portfolio of businesses and brands across digital, lifestyle, and food & nourishment • Enhance omni-channel capabilities and CRM integration to deliver a seamless and best in class
Slide 4: Erajaya Group At A Glance
Erajaya Group At A Glance (as of 1H2026) 3 Growth Verticals 30 years - Erajaya Digital - Erajaya Active Lifestyle 30+ Operation (Est. 1996) - Erajaya Food and Nourishment World Class Brands 2,500+ Stores Across Indonesia, Singapore, Malaysia IDR 76T Annual Sales (FY’25) 22,000+ 18.4M Employment Eras
Slide 5: Operational Review
‘Heranyekita = Group of Companies
Slide 6: Erajaya Digital is the Biggest Single Entity for Handset Business
Erajaya Digital is the Biggest Single Entity for Handset Business DOMESTIC: 1,920 Stores INTERNATIONAL: 240 Stores Erajaya Owned Retail Brand Store Erajaya Owned Retail Brand Store Gadget Multibrand Store Gadget Multibrand Store Apple Authorized Reseller Apple Premium Partner CE Multi Brand Store Re
Slide 7: Erajaya Active Lifestyle (ERAL IJ) Higher Margin Growth Engine
Erajaya Active Lifestyle (ERAL IJ) Higher Margin Growth Engine SMART ACTIVE LIFESTYLE Store Network Nationwide ERAL is the retail lifestyle business vertical that focuses on products 17% 17% 23% 23% 27% 20% such as smart technologies, athleisure, and lifestyle. To add 5 – 6 new brands per year sel
Slide 8: Diversified Business Portfolio Into Higher Margin Businesses
Diversified Business Portfolio Into Higher Margin Businesses Erajaya Food & Nourishment - Focus on F&B and groceries business. Total Number of Stores as of 1H 2026 90 stores Retail Brand Our Strategy To expand our retail footprint across Indonesia as part of our long-term growth strategy. To continu
Slide 9: Eraspace: Integrated Omni-channel Infrastructure
Eraspace: Integrated Omni-channel Infrastructure Eraspace membership demographic are 79% below 40 years old, which is most attractive and are providing the Company with higher LTV.. Total Registered Members Avg. Transaction Value INTEGRATED E-COMMERCE PLATFORM MARKETPLACE through website & mobile ap
Slide 10: Number of Stores by Verticals
Number of Stores by Verticals Total 173 Net New Stores Opening in 1H2026 FY 2025 1H 2026 FY 2025 1H 2026 • Erajaya Digital: Total stores increased from 1,808 to 1,920. bringing total Net 1,104 115 Stores Add to 112 stores, this Erafone Urban Republic 1,102 112 generated by 191 openings and 79 145 86
Slide 11: SSSG
SSSG 1H2026 SSSG booked at 4.1% 1H2026 SSSG booked at 8.8% ERAA’s 2Q26 SSSG reflected the expected impact of a high comparison base, ERAL posted June 2026 SSSG of -0.5% YoY, bringing 2Q26 SSSG to a in line with Management’s expectations. June 2026 SSSG came in at -11.6% relatively stable -0.7% YoY.
Slide 12: Financial Review
E>? erajay ‘wEranyakita Group of Companies Financial Review
Slide 13: ERAA Financial Performance
ERAA Financial Performance Erajaya Group Profit & Loss (Presented in IDR Billion) % 1H YoY 1H YoY 2Q25 2Q26 1H25 1H26 Net Sales Δ (value) Δ (%) Erajaya Group 1H 2026 – P&L Diagram Net Sales 19,164 20,482 35,046 42,895 100.0% 7,849 22.4% Revenue by Vertical, net of eliminations: Gross Profit 2,169 2,
Slide 14: ERAA Segmented Sales Breakdown
ERAA Segmented Sales Breakdown 1H 2026 (Presented in IDR Billion) Sales Contribution by Vertical 42,895 29.5% 35,046 By vertical 1H25 1H26 Digital 74.4% 73.5% Active Lifestyle 5.1% 7.7% 70.5% International Business 16.6% 14.7% Food & Nourishment 3.8% 4.1% 1H25 1H26 Retail Distribution Digital Active
Slide 15: ERAA Key Ratios
ERAA Key Ratios 1H 2026 (Presented in IDR Billion) IDR amounts are in billionse 1H 2025 1H 2026 Δ YoY (%) In days 1H 2025 1H 2026 Δ (days) CAPEX (430) (417) (2.86%) Average Trade Receivable Days 6 6 0 OPEX (2,842) (3,357) 18.12% Average Inventory Days 55 57 2 Inventories 11,724 12,481 6.45% Average
Slide 16: ERAL Financial Performance
ERAL Financial Performance 1H 2026 (Presented in IDR Billion) 2Q25 2Q26 1H25 1H26 % Net 1H YoY 1H YoY ERAL 1H 2026 – P&L Diagram Sales Δ (value) Δ (%) Net Sales 1,243 1,982 2,614 3,685 100.0% 1,071 41.0% Gross Profit 238 349 463 668 18.1% 205 44.4% OPEX (189) (251) (355) (491) (13.3%) (136) 38.3% Op
Slide 17: ERAL Segmented Sales Breakdown
ERAL Segmented Sales Breakdown 1H 2026 (Presented in IDR Billion) Sales Contribution by Segment Sales Per Business Channel (%) 3,685 Retail Distribution 2,614 32% 46% Revenue segment 1H25 1H26 Accessories, IoT and others 66.9% 41.7% Automotive 0.0% 26.3% Fashion apparel 19.0% 20.7% Retail Segment 68
Slide 18: ERAL Key Ratios
ERAL Key Ratios 1H 2026 (Presented in IDR Billion) IDR amounts are in billions 1H 2025 1H 2026 Δ YoY (%) In days 1H 2025 1H 2026 Δ (Days) CAPEX (123) (35) (71.7%) Average Trade Receivable Days 20 12 (7) OPEX (355) (491) 38.3% Average Inventory Days 68 72 4 Inventories 872 1,279 46.6% Average Trade P
Slide 19: Erajaya Group's ESG Commitment
Erajaya Group’s ESG Commitment Environmental · Social · Governance — 30 Years Erajaya Wana Erajaya Sustainable Gadget Vocational Partnership Conservation & Carbon Offsetting . Since 2018 E-Waste Management & Circular Economy· Since Partnering with Ministry of Education, Culture, 2023 Research, and T
Slide 20: Contact Us.
Contact Us. Patrick Adhiatmadja Christy Kusumaatmaja Group Chief Strategy Officer Head of Investor Relations 19
Slide 21: Thank You.
Thank You. Email investor.relations@erajaya.com Website www.erajaya.com Call us +62 21 690 5788 20
Slide 22: Appendix
Ee erajaya ‘wEranyakita Group of Companies Appendix 21
Slide 23: Mobile Phones - Volume & Average Selling Price
Mobile Phones - Volume & Average Selling Price 1H 2026 (Presented in IDR Billion) In 1H26, Erajaya Group recorded smartphone sales volume of Volume Avg. Selling Price (in IDR mio) 5.35 million units, representing a 6.0% YoY increase from 5.05 million units in 1H25. The improvement reflects resilient
Slide 24: GIIAS – GX & L03
GIIAS — GX & L03 50 erajaya 23
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