Pt Malindo Feedmill Tbk · IDX:MAIN
Pt Malindo Feedmill Tbk — Q1 2026 Earnings Presentation
52 slides from Pt Malindo Feedmill Tbk's earnings presentation, April 2026
Slide 1: Management Presentation Q1 FY2026 Financial Results
MANAGEMENT PRESENTATION Q1 FY2026 Financial Results 1
Slide 2: Malindo at a Glance
MALINDO AT A GLANCE 2 2
Slide 3: What We Do, Who We Are, Why We Do It
What We Do? We provide the best quality protein to people by producing variety of quality poultry Who We Are? products and processed food Why We Do It? A modern food company Poultry is a great source of protein originated from a fully integrated consumed by most of the populations. poultry producer
Slide 4: Proven track records, always with progress, since 1997
Proven track records, always with progress, since 1997 1997 2000 2003 2006 2007 2008 Established Established Expanded to East Publicly listed Established entity in ▪ Issued Bonds PT Malindo PT Bibit Java by acquiring in Indonesia Stock Broiler Chicken ▪ Built Banten feedmill Feedmill Indonesia feedm
Slide 5: Proven track records, always with progress, since 1997 (Cont'd)
Proven track records, always with progress, since 1997 (Cont’d) 2022 2023 2024 Commenced operations of its ▪ Obtained export license ▪ The company continues to export quality products slaughterhouse in July 2022 from Singapore Food to Singapore and Japan Agency to sell frozen and ▪ Additional corn d
Slide 6: Operates across Indonesia, caters nationwide market needs
Operates across Indonesia, caters nationwide market needs 6
Slide 7: Comprises of 4 solid and stable business segments
Comprises of 4 (four) solid and stable business segments 46% 15% 36% 3% Animal Feed Chicken Breeding Broiler Chicken Processed Food ❖ Core Line of Business ❖ Produces & markets broiler ❖ Produces & markets chicken ❖ Produces & markets various ❖ 5 feed mills across & commercial layer chicken broilers
Slide 8: Project - Lampung Feedmill Plant
PROJECT - LAMPUNG FEEDMILL PLANT Lampung Feedmill plant with capacity 300,000 MT/year is targeted for completion in Q2 2026 and expected to commence operations in Q3 2026. 8
Slide 9: Clean Energy & Sustainability
🌿 ESG · CLEAN ENERGY Malindo's Commitment to Clean Energy & Sustainability PT. MALINDO FEEDMILL TBK · SOLAR PV SYSTEM · REDUCING CARBON FOOTPRINT
Slide 10: Reducing Carbon Footprint
1,259,371 ☀ 1,049.04 kWp ⚡ kWh 📍 CIKANDE, BANTEN Solar System Installed Annual Solar-Generated Electricity SOLAR PV SYSTEM 🌿 850 tonnes 🌳 38,631 trees Reducing Annual CO₂ Reduction Equivalent Trees Cleansing the Air Annually Carbon Footprint PT Malindo Feedmill Tbk has installed a Solar PV…
Slide 11: Cleaner Energy for a Greener Future
1,100,121 ☀ 837.00 kWp ⚡ kWh Solar System Installed Annual Solar-Generated Electricity 📍 SUBANG, JAWA BARAT SOLAR PV SYSTEM 🌿 742 tonnes 🌳 33,746 trees Annual CO₂ Reduction Equivalent Trees Cleansing the Air Annually Cleaner Energy for a Greener Future The Solar PV System at the Subang, West…
Slide 12: Vision, Mission & Values
Vision, Mission & Values truly represent Corporate Identity VISION MISSION To be the leading poultry To optimize our potential to company in its chosen market enhance the value for our segment shareholders and other stakeholders GOOD INTEGRITY TEAMWORK CORPORATE VALUES CUSTOMER COMMITMENT SATISFACTI
Slide 13: Experienced management team with global standards
Experienced management team with global standards Koh Bock Swi Lau Chia Nguang Tan Lai Kai Yongkie Handaya Brian M. O’Connor (Raymond Koh) President Commissioner Commissioner Independent Commissioner Independent Commissioner Independent Commissioner Year of Poultry Year of Poultry Year of Manufactur
Slide 14: Experienced management team with global standards
Experienced management team with global standards Tan Sri Lau Dato’ Seri Abdul Tuang Nguang Lau Joo Kiang Rewin Hanrahan Lau Joo Hwa Lau Joo Keat Rudy Hartono Husin Azim Bin Mohd Zabidi President Director Director Director Director Director Director Director Year of Poultry Year of Poultry Year of P
Slide 15: MAIN shares profile as a publicly listed company
MAIN shares profile as a publicly listed company Shares Information MAIN Subsidiaries ▪ 1997: Established in Jakarta Bibit Indonesia - 99.89% ▪ 2006: Publicly listed in IDX Parent stock DOC Chicken Farm Leong Ayamsatu Primadona - 99.98% DOC and broiler chicken farm Shares info as of 31.03.2026 Mitra
Slide 16: MAIN's progressive financial growth over the past years
MAIN’s progressive financial growth over the past years Well managed business with prudent financial management Our vertically integrated business model has a strong value creation to our top line and to the improvement in profitability 16
Slide 17: Why We Enter into The Business
Why We Enter into The Business 17
Slide 18: Key Economic Outlook in Indonesia (2026)
Key Economic Outlook in Indonesia (2026) ✔ Gradual GDP Stabilization Indonesia’s GDP ✔ Easing Cost Pressures Feed input costs growth is expected to stabilize in the ~5.0% (e.g., corn, soybean meal) are stabilizing, range, supported by improving domestic helping to support margin recovery across acti
Slide 19: Poultry Meat Consumption: Growing in Tandem with GDP
Poultry Meat Consumption: Growing in Tandem with GDP Poultry Meat Consumption per capita Indonesia’s poultry consumption continues to grow in in Asia (in 2026) line with rising income levels, with GDP per capita reaching ~US$5.3k in 2026 and consumption estimated at ~12–13 kg per capita, reinforcing
Slide 20: Key Investment Drivers in Asian Poultry Markets (2024–2030)
Key Investment Drivers in Asian Poultry Markets (2024–2030) 1. Fastest-Growing Poultry Markets Globally ✔ South & Southeast Asia projected to grow 30% by 2030, or 4–5% annually, recovering from the pandemic slowdown ✔ India, Indonesia, and Pakistan will contribute 60% of this growth ✔ Poultry demand
Slide 21: Strong Growth in Value-Added Markets (FY2026 Update)
Strong Growth in Value-Added Markets (FY2026 Update) 1. Structural Shift Toward Value-Added Consumption Continues ✔ Rising income levels (Indonesia GDP per capita ~US$5.3k in 2026) continue to drive transition from wet markets → modern retail & foodservice ✔ Shift from fresh cuts → processed, brande
Slide 22: What data reveals about Indonesia
What data reveals about Indonesia: Indonesia’s economy in 2026 remains stable at ~5% growth, supported by resilient domestic demand and controlled inflation, but with limited near-term acceleration. USD/IDR Exchange Rate (2026 Q1) 16,864 With prudent monetary policy, Indonesian Rupiah’s exchange rat
Slide 23: What research reveals about Poultry in Indonesia
What research reveals about Poultry in Indonesia: Most preferred source of protein and most available & affordable ones Significance Availability Affordability Prospects Poultry is a major source of Most of region in Indonesia Meat other than Poultry, Indonesia is expected to play animal protein for
Slide 24: Poultry on downstream side: Positive prospects with rising markets
Poultry on downstream side: Positive prospects with rising markets along the years Source: Indonesia Frozen Food Market Size and Forecast by Type; https://www.hexaresearch.com New target market: 68 million youths in Those conditions create demand for easy 0 0 Indonesia (10-24 years) seek for ready-t
Slide 25: How we see our markets
How we see our markets … We are among the top 5 integrated players and well-positioned in the market supported by our strategic locations 25
Slide 26: Why are we in poultry business?
Why are we in poultry business? INDONESIA IS A LAND OF OPPORTUNITIES Attractive market due to its potential in consumptions, huge markets for poultry, good 01 for business, even after pandemic INDONESIA’S POULTRY WILL HAVE A GROWING ROLE Poultry is a major source of animal protein for almost 90% of
Slide 27: Our Business Model: Delivering Strategy into Actions
Our Business Model Delivering Strategy into Actions 27
Slide 28: We drive our business through a vertically integrated business model
We drive our business through a vertically integrated business model UPSTREAM Core business in the Company’s value chain Animal Feed Production -Top revenue contributors Animal Feed Production -Top 3 players in animal feed industry share -Large scale feedmills with progressive capacity -Best feed pr
Slide 29: Our Business Strategy compels best in executions
Our Business Strategy compels best in executions Business Value Creation Good Cost Management High Quality Products Best-in-Class Process • Well Managed Product Cost • Good Cost of Quality • Best Poultry Feed • Process Excellence Well Managed • Well Maintained Indirect Cost • Best Farm Practice • Hi
Slide 30: Our business processes adhere to best practice models
Our business processes adhere to best practice models Animal Feed Business Process Breeding Farm Business Process High High Quality Quality Processed Fried Food Chicken 30
Slide 31: Operating Performance
Operating Performance Effective Strategy with Efficient & Prudent Execution 31
Slide 32: Revenue Contribution
Strengthening Profitability Through Cost Discipline and Efficiency Gains Preserve margins through tighter cost management and efficient capital deployment 3M 2026 VS 3M 2025 Maintain top line and bottom line with Profit and Loss 1 stable segment contribution • Increased Y-O-Y revenue of +16.6 during
Slide 33: Profitability Performance
Profitability Performance - Profit & Loss Statements Q-o-Q Comparative Figures - Revenues Net Profit EBITDA EBIT 33
Slide 34: Q1 FY2026 Financial Positions
Q1 FY2026 Financial Positions - Y-o-Y Comparative Figures - Total Assets Net Gearing Ratio x Capex Net Interest-Bearing Debt 34
Slide 35: Sunny Chick - New Evolution
Sunny Chick - New Evolution Completing the Poultry Value Chain 35
Slide 36: Sunny Chick
SUNNY CHICK "There is no love sincerer than the love of food" SC Sunny Chick is committed to bringing SUNNY the highest quality food to its customers at affordable prices. CHICK 3 pcs chicken starting from Rp 24,000 PT. MALINDO FEEDMILL TBK · SUNNY'CHICK · QUALITY FOOD AT AFFORDABLE PRICES
Slide 37: Discounts Across All Platforms
EXCLUSIVE DEALS Discounts Across All Platforms UP TO UP TO UP TO 60% 55% 70% GrabFood Qpon TikTok ✦ Available on 5 major delivery platforms ✦ Multiple branches across Jakarta & Jabodetabek ✦ Rated 4.7–5.0 ⭐ by customers on GrabFood & ShopeeFood PT. MALINDO FEEDMILL TBK · SUNNY CHICK · QUALITY FOOD A
Slide 38: Platform Partnership
DIGITAL REACH Platform Partnership Sunny Chick is in close collaboration with GrabFood, one of the largest ride-hailing app providers in Indonesia, as well as ShopeeFood and GoFood, to further extend its customer reach. Up to 30% Off Up to 30% Off Up to 60% Off Up to 70% Off Up to 55% Off GrabFood S
Slide 39: Product Launch
SUNNY CHICK NEW PRODUCT LAUNCH Cheezy Fried Chicken IDR 13,000 Chicken N' Cheese IDR 12,000 Continue to generate value by product innovation · PT. Malindo Feedmill Tbk
Slide 40: Cheezy Fried Chicken
NEW PRODUCT SUNNY CHICK Cheezy Fried Chicken Irresistibly Cheesy!! GEPREK STARTS Crispy smashed chicken with melted cheese FROM IDR CRISPY BAKAAR Perfectly grilled, full of cheesy aroma 13,000 Available on: GrabFood · GoFood · ShopeeFood @sunnychick.id
Slide 41: Chicken N' Cheese
NEW PRODUCT SUNNY CHICK Chicken N' Cheese CHAMPION! Crispy chicken smothered in rich cheese sauce. A bold new flavor that wins every time STARTING FROM IDR 12,000 Available on : GrabFood · GoFood · ShopeeFood
Slide 42: Food Truck Documentation Q1
HIGHLIGHT Food Truck Documentation 10 Event Locations Q1 2026
Slide 43: Event Location
EVENT LOCATION 28 Jan 2026 17 Jan 2026 Feb 2026 Feb 2026 HUT BPPOM UI BIO FEST KEMENTAN KOI FEST Jakarta Pusat Depok
Slide 44: Event Location (Cont'd)
EVENT LOCATION (Cont’d) 15 Feb 2026 11 Mar 2026 Mar 2026 Marketing Gallery TVRI Bazaar
Slide 45: Food Truck
FOOD TRUCK ON THE ROAD ✦ HIGHLIGHTS Gelora Bung Karno Big Bang Jiexpo Samudra Ancol Night Market Queue High Footfall Event Direct Consumer Reach Keep innovating and develop new products as a way to differentiate our products from competitors
Slide 46: Partnership with third party ride-hailing app – continued
Partnership with third party ride-hailing app – continued Its downstream processed food division also works closely with Grab, Shopee, Gomart and Blibli to promote its SunnyGold products to greater public. Shopee GoMart Blibli GrabMart 46
Slide 47: Export Milestones — Q1 2026
GOING GLOBAL Export Milestones — Q1 2026 Qatar January 2026 Singapore February 2026 Japan March 2026 Exported processed food products to Qatar, Expanded into Singapore with a shipment of Launched export of processed chicken products partnering with LuLu Hypermarket — the first Malindo Food…
Slide 48: Qatar
INAUGURAL EXPORT MILESTONE Qatar Processed Food Export PT Malindo Food Delight PT Malindo Food Delight made its inaugural export of processed food products to Qatar in January 2026, marking a significant milestone in the company's global expansion strategy. JANUARY 2026 QATAR PT. MALINDO FEEDMILL
Slide 49: Singapore · February 2026
EXPORT MILESTONE Singapore · February 2026 ABOUT THIS EXPORT PT Malindo Food Delight successfully shipped its processed food products to Singapore in February 2026, further strengthening its presence in the Southeast Asian market. Destination: Singapore Month: February 2026 Entity: PT Malindo…
Slide 50: Japan
EXPORT MILESTONE Japan Processed Chicken Export Export Shipment Departure — Jakarta, 3 March 2026 PT Malindo Food Delight Export Launch Ceremony — Ministry of Agriculture (Mr. Amran Sulaiman) In collaboration with the Ministry of Agriculture (Mr. Amran Sulaiman), PT Malindo Food Delight launched the
Slide 51: Follow Us on Instagram
STAY CONNECTED Follow Us on Instagram 📷 @malindofeedmilltbk What you'll find on our page: ✦ Latest company news & activities ✦ Export achievements & milestones ✦ Events, celebrations & partnerships ✦ Corporate social responsibility updates PT. MALINDO FEEDMILL TBK · DIGITAL COMMUNICATIONS · 2026
Slide 52: Thank you
PT Malindo Feedmill Tbk www.malindofeedmill.com Jl. RS Fatmawati No. 15 Komplek Golden Plaza Blok G No. 17 – 22 Jakarta Selatan, 12420 Sunny Gold Thank you Phone: +62-21 766 1727 @sunnygoldid Fax: +62-21 766 1728 mail: ir@malindofeedmill.co.id @sunnygoldid 52