Pt Chandra Asri Pacific Tbk · IDX:TPIA
Pt Chandra Asri Pacific Tbk — Chandra Asri Pacific — Merger or Acquisition (May 2024)
9 slides from Pt Chandra Asri Pacific Tbk's merger presentation, May 2024
Slide 1: Company Disclosure: Acquisition of Shell Energy and Chemicals Park Singapore
Company Disclosure Company Presentation to Analysts and Investors Acquisition of Shell Energy and Chemicals Park Singapore May 2024
Slide 2: Key messages
Shell Energy and Chemicals Park Singapore (SECP) comprises of a refinery with processing capacity of 237,000 barrels per day of crude oil, a 1.1 million metric ton per annum Introduction ethylene cracker on Pulau Bukom, and downstream chemical to SECP assets on Jurong Island, Singapore. SECP is a fu
Slide 3: SECP is Shell's integrated refining and chemical asset in Singapore
1. SECP is Shell’s integrated refining and chemical asset located in Pulau Bukom and Jurong Island in Singapore Asset snapshot Plant overview Pulau Bukom Shell Jurong Island chemical plants Subsea pipeline Refinery Ethylene Cracker / ECC Bukom jetty Shell Pulau 237 kbd 1.1 Mtpa Bukom integrated Crud
Slide 4: SECP covers a fully integrated asset with ~8-10 $Bn p.a. revenue
1. SECP covers a fully integrated asset with a ~8 – 10 $Bn p.a. revenue Fully integrated value chain to Highly strategic "hub" location Experienced team with history produce an array of fuel and with established petrochemicals of strong operations and HSSE chemical products ecosystem and strong trac
Slide 5: Chandra Asri is poised to benefit significantly from the transaction
2. Chandra Asri is poised to benefit significantly from the transaction Total production volume from Chandra Asri assets, ‘000 ton ~5X Revenue Growth projected from 2024 - 2026 106.7% p.a. 18,073 900 CA: ∆400 KT EDC: ∆500 KT Chemicals: 6.4% 3.2% p.a. p.a. C2: Δ1100 KT 8,501 SM: Δ1040 KT 7.4% p.a. PE
Slide 6: Glencore is one of the world's leading natural resources companies
2. Glencore is a one of the world’s leading natural resources companies Glencore at a Glance (2023)1 Glencore at a Glance (2023 Figures)1 Market cap (LSE-listed US US$218Bn US$17Bn $71.5 Bn (31 Mar 2024) Revenue Adj. EBITDA Industrial Marketing 645 mbbl 535 mbbl 77% 23% Crude Oil Sold Oil Products S
Slide 7: Chandra Asri and Glencore capabilities to support SECP feedstock and offtake
2. Chandra Asri and Glencore have the capabilities to support SECP’s feedstock and offtake needs, as well as unlock new synergies Bukom (refinery + ethylene cracker complex) Jurong Island complex (SJI) Overview of SECP asset’s post-bid supply and offtake structure Key takeaways Crude feedstock: Glen
Slide 8: Chandra Asri is uniquely positioned to capture additional value from SECP
3. Chandra Asri is uniquely positioned to capture additional value from SECP due to its natural advantages Supports Chandra Asri’s growth while capturing operational synergies Aligned with strategy of expanding capacity, products through vertical integration & advantaged feedstock; Potential ope
Slide 9: Chandra Asri
(@ Chandra Asri
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