Pt Chandra Asri Pacific Tbk · IDX:TPIA
Pt Chandra Asri Pacific Tbk — Chandra Asri Pacific — Investor Presentation (2024)
33 slides from Pt Chandra Asri Pacific Tbk's investor presentation, Jul 13, 2024
Slide 1: Company Overview
COMPANY OVERVIEW Chandra Asri – Your Growth Partner Classified as Confidential
Slide 2: Table of Contents
Table of Contents 1 Company Profile 2 Chemical Business 3 Infrastructure Business Chandra Asri Pacific 2
Slide 3: Company Profile
Company Profile Chandra Asri Group at a Glance Classified as Confidential
Slide 4: Transformed into a chemical and infrastructure solutions company since 2023
Chandra Asri has transformed into a chemical and infrastructure solutions Company since 2023 Before After NAME NAME PT Chandra Asri Petrochemical Tbk PT Chandra Asri Pacific Tbk VISION VISION Indonesia’s Leading and Preferred Indonesia’s leading chemical and Petrochemical Company infrastructure solu
Slide 5: About Us
About Us Chandra Asri (or “CA”) is the Indonesia’s leading chemical and infrastructure solutions company. Currently, having the largest integrated petrochemical complex in Indonesia and operates the country’s only Naphtha Cracker, Styrene Monomer, Butadiene, MTBE and Butene-1 plants, supported by co
Slide 6: Chandra Asri Group at a Glance
Company Profile Chandra Asri Group at a Glance CHEMICAL INFRASTRUCTURE ▪ Strategic Vital National Object ▪ Strengthening Chandra Asri’s business ▪ Market Leadership in highly attractive franchise through expansion into core Indonesia and SEA petrochemical market infrastructure facilities, via a dedi
Slide 7: Chandra Asri's Corporate Structure
Chandra Asri’s Corporate Structure The Siam Cement Thai Oil Prajogo Pangestu Public Company Limited Public Company Limited 71.19% 100% 99.99% SCG Chemicals Public PT TOP Investment Marigold Resources PT Barito Pacific Tbk Prajogo Pangestu Others Company Limited Indonesia Pte. Ltd. 34.63% 30.57% 15%
Slide 8: Key Assets Strategically Located in Cilegon
Key Assets Strategically-Located in Cilegon, the leading industrial area in Java N BASF Indonesia Trinseo Materials Styrene Monomer Plant Sulfindo Adi Usaha EDC, VCM Redeco Petrolin Utama Gajah Tunggal Tbk -SBR Infrastructure Assets Polychem Indonesia Tbk ▪ Water treatment Merak ▪ Power plant ▪ Tank
Slide 9: Chandra Asri as the Growth Partner of Choice
Chandra Asri as the Growth Partner of Choice Solid track record of growth through partnerships with world-class institutions 1 ▪ CA’s shareholder (46.34%) ▪ Pefindo Rating: idA+ ▪ Indonesia based conglomerate ▪ Available land for CAP’s 1 with diversified businesses expansion 2 ▪ CA’s shareholder (30
Slide 10: Solid Track Record of Delivering Sustainable & Profitable Growth
Solid Track Record of Delivering Sustainable & Profitable Growth Future Expansion New PE, CAP2[1] Cracker Merger with SSBR PP Expansion & TPI & BD Plant Cracker operation, MTBE and expansion, 9,850 9,850 Acquisition Increase PE Operation Expansion BD Butene-1 Furnace of SMI Capacity expansion revamp
Slide 11: Highlight of Chandra Asri's Achievements in 2023 (1/2)
Highlight of Chandra Asri’s Achievements in 2023 (1/2) Strategic steps through business diversification in the chemical and infrastructure sectors to enhance Chandra Asri Group's business performance. Acquisition of Krakatau Steel’s Subsidiaries: 70% Action Together with INA, Exploring the Establish
Slide 12: Highlight of Chandra Asri's Achievements in 2023 (2/2)
Highlight of Chandra Asri’s Achievements in 2023 (2/2) A Subsidiary of Chandra Asri Group Secures a US$194m investment from EGCO Group “ Chandra Asri has secured a $194 million investment from the Electric Generating Public Company Limited or EGCO Group ("EGCO"), an independent energy producer in Th
Slide 13: ESG Framework
ESG Framework Continuous focus to weave ESG into strategic, financial and operational decisions Resource use and Environmental Management Energy Transition and Low Carbon Solution Social and Community Engagement Product Stewardship OHS and Human Right Nurture our People (Human Capital Development) S
Slide 14: ESG Excellence: Acclaimed Recognition (1/2)
ESG Excellence: Acclaimed Recognition for Sustainable Impact (1/2) Strong ESG rating by renowned rating agency and inclusion in prominent index validates sustainable commitment Top 3 of the Commodity Chemical Sub-Industry ESG IDX’s ESG Leaders Index Risk Rating In September 2023, Chandra Asri succes
Slide 15: ESG Excellence: Acclaimed Recognition (2/2)
ESG Excellence: Acclaimed Recognition for Sustainable Impact (2/2) Chandra Asri Wins ASEAN Award for Innovative Plastic Waste Solutions Received the Plastic Waste Circularity Award at 2023 ASEAN Business Awards Chandra Asri received an ASEAN level award for the Company's high commitment in providing
Slide 16: Digital Transformation
Digital Transformation Recent achievement of Chandra Asri Group in Digital Transformation to enhance efficiency, productivity, customer service and competitiveness National Lighthouse Industry 4.0 award by the Ministry of Industry Chandra Asri has been recognized with the National Lighthouse Industr
Slide 17: Chandra Asri's Strategic Priorities
Chandra Asri’s Strategic Priorities Performance underpinned by Chandra Asri’s strong track record of execution RESILIENT PROJECT SUSTAINABLE CORE EXCELLENCE PATHWAYS Expand portfolio in chemical Prepare for the upcoming Maintain industry leadership & infrastructure businesses FID of CA-EDC Plant as
Slide 18: Chemical Business
Chemical Business Chandra Asri Group is the Indonesia's leading chemical and infrastructure solutions company Classified as Confidential
Slide 19: Integrated Production of Diverse Products
Integrated Production of Diverse Products Chandra Asri’s products encompass across a wide range of consumer products value chains and its leading position & strategic location enhance its competitiveness Capacity(KT/A) Capacity (KTA) Capacity Naphtha (KTA) Polyethylene (736) ◼ Naphtha Ethylene (900)
Slide 20: Petrochemical Producers in Indonesia
Petrochemical Producers in Indonesia Capacity ('000 tons per year) s Others Total Ethylene 900 - - - - - - - 900 Propylene 490 - 625 - - - - - 1,115 LLDPE 400 200 - - - - - - 600 HDPE 336 250 - - - - - - 586 Polypropylene 590 - 45 300 - - - - 935 Ethylene Dichloride - - - - 1,140 420 - - 1,560 Vinyl
Slide 21: Country's Market Leader for Its Product Portfolio
Chandra Asri is the Country’s Market Leader for Its Product Portfolio Focus is domestic market as Indonesia is still a net importer for petrochemical products Largest Petrochemical Company in Indonesia[1] Olefins Polyethylene Polypropylene Styrene Monomer Pertamina 2% CA CA LCT CA CA Pertamina 46% 3
Slide 22: Well-Positioned to Benefit from Indonesian Macroeconomic Growth
Well-Positioned to Benefit from Attractive Indonesian Macroeconomic Growth and Consumption Trends GDP Growth CAGR (2023-2027F) Polyethylene Consumption per Capita 6.8% 50 North America Consumption per Capita (Kg) 6.2% 6.0% 5.1% 40 4.6% Northeast Asia 3.9% 30 3.0% Rising 2.5% 1.9% 20 Europe Southeast
Slide 23: Strong Demand Growth for Petrochemical Products in Indonesia
Strong Demand Growth for Petrochemical Products in Indonesia End Market Total Demand Growth (2023 – 2037F CAGR) ▪ Plastic Films ▪ Containers Polyethylene ▪ Bottles 2.9% PE ▪ Plastic Bags 5.0% ▪ Packaging ▪ Films & Sheets ▪ Fibers & 2.9% Polypropylene PP Filaments ▪ Toys 5.2% ▪ Automotive Parts ROW I
Slide 24: Expansion to Serve Region's Caustic Soda & EDC Short Market
Expansion to Serve Region’s Caustic Soda & EDC Short Market World-scale CA-EDC plant, one aimed to support the nickel downstream value chain – a critical component for the growing electric vehicle industry Chandra Asri through its wholly-owned subsidiary, Chandra Asri Alkali (“CAA”), is Caustic Soda
Slide 25: Chandra Asri Invites Investors to Build CA-EDC Plant
Chandra Asri Invites Investors to Build CA-EDC Plant Establishing a world-scale Chlor-Alkali & Ethylene Dichloride (CA-EDC) Plant The development of the CA-EDC plant is meant to meet the local and regional needs in Indonesia and the Southeast Asia region. This investment will reduce Indonesia's impo
Slide 26: Infrastructure Business
Infrastructure Business Chandra Asri Group is the Indonesia's leading chemical and infrastructure solutions company Classified as Confidential
Slide 27: Core Infrastructure as New Growth Engine
Core Infrastructure as New Growth Engine of Chandra Asri Twin pillars of organic expansions and programmatic M&A strategy to support sustainable profitability CDI Overview ENERGY WATER JETTY & TANK FARM ▪ PT Chandra Daya Investasi (“CDI”) is an infrastructure investment arm of Chandra Asri to operat
Slide 28: Chandra Daya Investasi Highlights
Chandra Daya Investasi Highlights CDI – a leading infrastructure platform, which unlocks the ability to achieve stable cashflows, with growth from asset optimisation and future expansion, along with domestic and global reputable partners Integrated infrastructure providers in the fastest growing Sta
Slide 29: Programmatic M&A Strategy Framework
Chandra Asri’s Programmatic M&A Strategy Framework Clear capital discipline under a clear framework C CHEMICALS CILEGON Aiming to support development of Chandra Asri as Strategically located in Cilegon, Chandra Asri’s home base Indonesia’s leading and preferred chemical for the past 30 years with pr
Slide 30: Industry Overview – Water Sector
Industry Overview – Water Sector Indonesia industrial water demand has grown at 5% CAGR since 2013 and is expected to continue growing at 4% rate by 2030 Industrial Water Market Condition Indonesia Industrial Water Demand Forecast, m3/s ▪ Industrial water demand will reach around 28m3/s, growing at
Slide 31: Industry Overview – Energy Sector
Industry Overview – Energy Sector Since 2019, Indonesia’s overall electricity demand has grown rapidly, and is projected to grow by 5% CAGR moving forward Indonesia Industrial Electricity Demand, TWh CAGR, % Household Industry 2019-2021 | 2021-2030 Business Social Government Offices Street lights 39
Slide 32: Industry Overview – Tank Sector
Industry Overview – Tank Sector Indonesia’s import growth fuels third-party business expansion alongside growing domestic production, which includes Chandra Asri’s CA-EDC plant Indonesia Demand Growth 2019-2029 (CAGR %) vs Import Growth ∆ 2019-2029, KT 35 \\ Acrylonitrile Acrylic Acid Demand CAGR 20
Slide 33: Thank you
Thank you Feel free to reach out to us should you have any questions Head Office Address: Contact: PT Chandra Asri Pacific Tbk Investor Relations Wisma Barito Pacific Tower A, 7th Floor Email: investor-relations@capcx.com Jl. Let. Jend. S. Parman Kav. 62-63 Tel: +62 21 530 7950 Jakarta 11410 Fax: +6