Pt Gunung Raja Paksi Tbk · IDX:GGRP
Pt Gunung Raja Paksi Tbk — Investor Presentation (December 2022)
33 slides from Pt Gunung Raja Paksi Tbk's investor presentation, Dec 15, 2022
Slide 1: PT Gunung Raja Paksi Tbk Public Expose
Member of PT Gunung Raja Paksi Tbk Public Expose 15 December 2022 gunungrajapaksi.com
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by PT Gunung Raja Paksi Tbk (“Company” or “GRP”) and consists of written materials/slides for a presentation concerning GRP. By reviewing/attending this presentation, you agree to be bound by the following considerations: No representation or warranty (
Slide 3: 2022 Public Expose
2022 Public Expose GRP at Glance Operational & Financial Highlight ESG Update Market & Business Outlook gunungrajapaksi.com 3
Slide 4: GRP at Glance
GRP at Glance gunungrajapaksi.com 4
Slide 5: PT Gunung Raja Paksi Tbk.
PT Gunung Raja Paksi Tbk. The largest private steel companies in Indonesia 2.2 40+ 10% 50+ MTPA steel production capacity Countries Exported Steel market share* years become a Leader and its derivatives in Indonesia of integrated stell producer 20+ and manufacturer Specialized Products 4000+ Dedicat
Slide 6: Milestone
Milestone GRP become the first steel company in indonesia and one of the PT Gunung Naga Mas first in Asia to purchase changed its name to PT GRP Started producing a Ground Breaking of Blast GRP became Indonesia quality carbon credits Gunung Raja Paksi Hot Rolled Steel Plate in CSC (Coil Service Furn
Slide 7: Our Vision, Our Mission
OUR VISION Establish GRP as the most competitive and become valuable benchmark for large private steel company in Indonesia. OUR MISSION Ensure stakeholders and customers satisfaction through innovation, efficiency, productivity, quality products, and services as well as company social responsibilit
Slide 8: Management Team with a Proven Track: Board of Commissioners
Management Team with a Proven Track Board of Commisioner Budi Raharjo Legowo Ir. Ardiansyah Parman Ir. Slamet Budi Hartadji President Commissioner Independent Commissioner Independent Commissioner CFO of PT Pertamina Bina Medika IHC Chairman of the National Consumer President Commissioner of PT TRIM
Slide 9: Management Team with a Proven Track: Board of Directors
Management Team with a Proven Track Board of Director Abednedju Giovano Biplab Kumar Dutta Fedaus Roymond Warani Sangkaeng President Director Director Director Director HR Director PT Gunung Raja Operation Director PT Gunung Senior Regulatory & External Deputy CFO PT Gunung Raja Paksi (2019 - 2020)
Slide 10: Shareholder Composition
Shareholder Composition Affiliated Company 13.87% Public 9.70% Affiliated Shareholder Limiwaty Lie 19.37% Kamaruddin 17.09% Chairuddin 16.71% Suliana Taniwan 8.06% Margareth Leroy Lie 7.60% Fihahati Taniwan 7.60% Djamaluddin Tanoto 0.00% gunungrajapaksi.com 10
Slide 11: Contribution of GRP in developing the country
High Quality Steel to Build Nation Well-known project Product portfolio that continues to grow and adapt to market needs. Contribution of GRP in developing the country Pabrik Pemurnian Alumina Well Harvest HBEAM WIDE FLANGE/IWF WELDED BEAM HONEYBCOMB CELL FORM KING CROSS QUEEN CROSS TBEAM KCIC Jakar
Slide 12: GRP 2022 Update
GRP 2022 Update GRP has penetrated the foreign steel market, New GRP inaugurated the Rp 1 trillion Light Section Mill Zealand. (LSM) machine Dr. (H.C.) H. Zulkifli Hasan, S.E., M.M., Minister of The inauguration is GRP's commitment to meet domestic Trade for the Republic of Indonesia released export
Slide 13: GRP 2022 Update
GRP 2022 Update GRP signed a MoU with Jusung Engineering Co Ltd, a Korean company. Cooperation between the two companies to win national strategic projects Karian-Serpong Regional Drinking Water Supply Projects, these projects worth around USD310 million. GRP signed a MoU with Jusung Engineering Co.
Slide 14: GRP 2022 Update
GRP 2022 Update GRP signed a MoU with Fortescue Future ESG Strategy Handbook Launching Industries (FFI) GRP launched the Environmental, Social and MoU with Fortescue Future Industries (FFI) exploring Governance Strategy Guidebook for ESG collaboration in use cases of green hydrogen and green (Enviro
Slide 15: GRP Social Responsibility
GRP Social Responsibility Penyerahan Hewan Qurban Idul Adha 2021 Iron donation to the JAYAJAYAKARTA KODAM for donation and break fast with orphans the construction of the museum Plant donation to environmental activists Donations of Sports Facilities to SDN Sukadanau gunungrajapaksi.com 15
Slide 16: GRP Social Responsibility
GRP Social Responsibility Penyerahan Hewan Qurban Idul Adha 2021 Eid gifts for local residents Traffic tool donation Plant donation to Jami’ Assa’adah Mosque 2022 Idul Adha Donation gunungrajapaksi.com 16
Slide 17: Operational & Financial Highlight
Operational & Financial Highlight gunungrajapaksi.com 17
Slide 18: Operational Highlight
Operational Highlight Distributor Manufacturer of downstream products Others (including fabricator) As of September 2022, GRP achieved $723 million in revenue (44% YoY) with steel sheet segment contributing 69%. Revenue Revenue based on segment ~77% ~18% ~5% Steel bar Steel sheet 35% …and we continu
Slide 19: Financial Highlight
Financial Highlight GRP recorded Gross Profit, EBITDA and Net Profit; $73 million (3% YoY), $103 million (17% YoY), and $49 million (22% YoY) respectively. w Gross Profit & Gross Profit Margin EBITDA1 & EBITDA Margin Net Profit & Net Profit Margin e i Gross Profit EBITDA v r Net Profit Gross Profit
Slide 20: Financial Highlight
Financial Highlight Looking at the charts, The Company have a healthy financial position showing strong capability to fulfill its obligation. Third quarter 2022 net debt is still below its EBITDA at 0.92x Debt to Equity Ratio2 (x) Total Net Debt1/ EBITDA4 Interest Coverage (EBITDA/Int Exp3) 18.00x 3
Slide 21: Operational Highlight
Operational Highlight Inline with growing financial performance as of Q3 2022, GRP’s production of high quality steel increase 36% yoy; supporting the Company’s sales volume increase by 23%, with increase not only locally but also in international markets. Crude Steel Production Volume1 Production V
Slide 22: Summary Financial & Operational Performance
Summary Financial & Operational Performance Key takeaways from GRP Performance • Production growth; sales volume growth; gross profit increased. • Revenue increased 43.9%; EBITDA and net profit increased 17.4% and 22.4% respectively. • Liquidity improving to 1.44x as current asset grows higher than
Slide 23: ESG Updates
ESG Updates gunungrajapaksi.com 23
Slide 24: Sustainability Roadmap
Sustainability Roadmap gunungrajapaksi.com 24
Slide 25: Five Core ESG Pillars
Five Core ESG Pillars GRP aim deliver GRP’s commitment to driving profitability whilst generating positive impact to our people and planet. GRP’s Sustainability Framework RESPONSIBLE ENVIRONMENTAL ENERGY TRANSITION CONTRIBUTING TO NURTURING TALENT PROCUREMENT AND SOCIAL AND LOW-CARBON RESPONSIBLE CO
Slide 26: Transforming to Low Carbon Steel Making
Transforming to Low Carbon Steel Making Green Fuel Green power Resource Steelmaking Switching Sourcing Efficiency Transformation Improvement Adoption of low carbon GRP will gradually reduce GRP will explore on how to GRP has already started alternatives ironmaking / the use of coal in its invest in
Slide 27: Business & Market Outlook
Business & Market Outlook gunungrajapaksi.com 27
Slide 28: Key Driver & Restraint in Global Steel Industry
Key Driver & Restraint in Global Steel Industry Global steel consumption is on course to recover by 1% to 1.81bn tonnes, despite high inflation High Energy Cost Demand recovery Russia's invasion of Ukraine will affect steel demand (mostly in the energy sector due to According to world steel, the sup
Slide 29: Steel demand outlook for Indonesia
Steel demand outlook for Indonesia Infrastructure Sector will continue to push the steel demand in the country Indonesia Finished Steel Demand 22 4% Steel consumption in 2023 is expected to register a growth of 3.5% Y-o-Y driven by government’s New Capital City 20 (IKN) development project which is
Slide 30: Recover Together Recover Stronger
Recover Together Recover Stronger IKN projects The Infrastructure Budget will be directed to support the increase in the provision of basic services, increase productivity through connectivity and mobility infrastructure, development of energy and food infrastructure that is affordable, reliable and
Slide 31: Closing Remarks
Closing Remarks gunungrajapaksi.com 31
Slide 32: Positive Economic Growth balanced with Sustainable Operations
Positive Economic Growth balanced with Sustainable Operations 1 2 3 4 Sustainable Economic Infrastructure Focus to achieve our vision “Establish GRP as the most Continues commitment Growth Development Remains a competitive and become toward ESG & Sustainable Priority valuable benchmark for Value Cre
Slide 33: Thank you
Thank you gunungrajapaksi.com 33
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