Pt Japfa Comfeed Indonesia Tbk Class A · IDX:JPFA
Pt Japfa Comfeed Indonesia Tbk Class A — Q1 2026 Earnings Presentation
24 slides from Pt Japfa Comfeed Indonesia Tbk Class A's earnings presentation, 2026
Slide 1: Investor Presentation 1Q2026
PT JAPFA COMFEED INDONESIA Tbk INVESTOR PRESENTATION 1Q2026 Pertumbuhan Berkelanjutan Melalui Inovasi dan Efisiensi Driving Sustainable Growth through Innovation and Efficiency
Slide 2: Index
Index Company Overview Key Investment Highlights Financial and Operational Highlights
Slide 3: Company Overview
Company Overview Se, Clin
Slide 4: Vertically Integrated Business Model
Company Overview Core competencies across the value chain POULTRY AQUACULTURE BEEF CATTLE UPSTREAM ANIMAL FEED VERTICALLY INTEGRATED BUSINESS MODEL PRODUCTION UPSTREAM BREEDING MIDSTREAM COMMERCIAL FARMING DOWNSTREAM PROCESSING DOWNSTREAM CONSUMER PRODUCTS 3
Slide 5: Industrialized approach drives operational and financial benefits
Industrialized approach drives operational and financial benefits A Scale B Technology and Genetics – 2nd largest feed and DOC producer in Indonesia with – Exclusive relationship with Aviagen (on broilers) for significant scale across the value chain: the sourcing of grandparent stock with superior
Slide 6: Japfa: Well positioned for long-term growth
Japfa: Well positioned for long-term growth Poultry leader in Indonesia − Aquaculture is primarily a feed business with some − 2nd largest poultry feed producer in farming overlay Indonesia − Protein diversification − Core business and stable segment of strategy for varying the value chain consumer
Slide 7: Growing responsibly
Growing responsibly Japfa’s animal protein business in Indonesia showed strong sales growth in the 2010 – 2014 period driven by strong poultry demand, which then stagnated in the 2014 – 2015 period. After the down-cycle, Japfa’s poultry business resumed growth in 2016 New and non-essential Capex
Slide 8: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS
Slide 9: Investment highlights
Investment highlights 1 Attractive industry dynamics driven by strong structural growth in protein consumption 2 Leading integrated poultry national champion with nationwide footprint 3 Core feed business offers stable profitability 4 Industrialised Business Model: Leading Market Positions 5 Experie
Slide 10: Attractive industry dynamics driven by strong structural growth in protein consumption
1 Attractive industry dynamics driven by strong structural growth in protein consumption Poultry meat consumption has increased in tandem Poultry Meat Consumption per capita in Asia with GDP in Indonesia (kg per capita – 2025) 9 Malaysia 32.9 2022 2023 Consumption per capita/ kg 2021 2016 2020 2024
Slide 11: Well-established market leader in the Indonesian animal protein sector
Well-established market leader in the Indonesian animal 2 protein sector Nationwide footprint with presence in all major islands Logistical feat given that Indonesia is an archipelago; serves as a barrier to entry and helps defend the Company’s market position Wide geographical reach offers unpa
Slide 12: Poultry Feed: Stable Base Margin
3 PT Japfa Tbk Poultry Feed: Stable Base Margin Cost-of-living pressures 400 16% Covid Impact 350 14% LTM OPM Poultry Feed 12% 300 Price Change3 10% 250 8% 200 6% 150 4% 100 2% 50 0% Jun-18 Sep-22 Sep-25 Sep-17 Sep-18 Sep-19 Sep-20 Sep-21 Sep-23 Sep-24 Jun-17 Dec-17 Dec-18 Jun-19 Dec-19 Jun-20 Dec-2
Slide 13: Segmental Trends: PT Japfa Tbk (Poultry)
Segmental Trends: PT Japfa Tbk (Poultry) Revenue (IDR Billion) Operating Profit (IDR Billion) Operating Profit Margin (%) 6,634 83,499 77,130 5,715 442 17.2% 16.3% 72,574 10,334 15.1% 68,555 372 8,719 1,796 7,902 7,619 3,221 1,589 28,973 2,783 9.3% 10.1% 24,881 26,913 239 1,267 22,424 1,112 417 1,37
Slide 14: Leading Pan-Asian Industrialised Agri-Food Company
4 Leading Pan-Asian Industrialised Agri-Food Company WHAT WE DO WHERE WE ARE WHY WE DO IT We produce quality We employ over 1.7 billion people living protein staples and 37,000 people across in our target markets packaged food that Singapore, Indonesia, More than 20% of the nourish millions of Vietn
Slide 15: Industrialised Business Model: Leading Market Positions
Industrialised Business Model: Leading Market Positions Leading upstream regional market positions DOC Production1 Vietnam 19% #3 Poultry Feed Production1 Myanmar 27% #2 DOC Production1 Myanmar 18% #2 2nd largest Indonesian poultry feed and DOC producer2 Poultry feed production capacity market share
Slide 16: Experienced and tenured management team
5 Experienced and tenured management team Proven track record of guiding the Company through various cycles • Board of Commissioners* Antonius Harwanto Ito Sumardi Djuni Syamsir Siregar Bambang Budi Hendarto Hendrick Kolonas Suryo Sembodo Sanyoto President Vice President Commissioner Commissioner In
Slide 17: Financial and Operational Highlights
FINANCIAL AND OPERATIONAL HIGHLIGHTS
Slide 18: PT Japfa Tbk – Financial Performance
PT Japfa Tbk – Financial Performance Revenue Operating Profit EBITDA PAT IDR Billion IDR Billion IDR Billion IDR Billion 23.6% y-o-y 133.7% y-o-y 105.7% y-o-y 157.7% y-o-y 1Q2026 17,714 2,615 2,948 1,943 1,433 1Q2025 14,332 1,119 754 Strong 1Q2026 performance continues FY2025 momentum Revenue incr
Slide 19: PT Japfa Tbk: Managing Cyclicality
PT Japfa Tbk : Managing Cyclicality Revenue Operating Profit IDR Billion IDR Billion 6,500 6,150 70,000 60,716 60,000 55,801 5,500 5,213 51,176 50,000 4,500 40,000 3,500 2,615 2,500 2,268 30,000 2,264 1,781 1,361 1,535 1,430 20,000 17,714 1,115 1,133 1,119 982 1,500 748 10,000 500 220 (65) - (500) F
Slide 20: Global Environment
Global Environment Challenging times • Geopolitical tensions escalated with the recent war in Middle East. • Renewed trade tensions and geo-political instability are impacting economies worldwide, potentially disrupting supply chains and commodities prices. • Cost-of-living pressures continue to aff
Slide 21: Japfa Sustainability Journey
Japfa Sustainability Journey Participated as a road tester in Japfa Tbk have The standalone Japfa Tbk received an the Social LCA/SLCA Project completed the sustainability report SLL from BNI valued at initiated by the United Nations construction of the 9th Sustainability has been at was issued to ID
Slide 22: Proven financial track record
Proven financial track record Net Revenues Operating Profit EBITDA Net Profit (IDR Billion) (IDR Billion) (IDR Billion) (IDR Billion) 17,714 14,332 2,948 2,615 1,433 1,943 1,119 754 1Q2025 1Q2026 1Q2025 1Q2026 1Q2025 1Q2026 1Q2025 1Q2026 Total Assets Net Debt / Equity (%) CAPEX Total Interest Bearin
Slide 23: Capex
Capex (IDR Billion) 2,391 1,599 932 FY2024 FY2025 1Q2026 22
Slide 24: Thank You
Thank You IMPORTANT NOTICE: This investor presentation is for information only and should not be relied upon to make any investment or divestment decision with respect to securities of the Japfa Group. Shareholders and potential investors are advised to seek independent advice in the making of any i
PT Japfa Comfeed Indonesia — Q1 2026 Earnings Presentation on 6ix