Pt Japfa Comfeed Indonesia Tbk Class A · IDX:JPFA
Pt Japfa Comfeed Indonesia Tbk Class A — Investor Presentation (October 2026)
30 slides from Pt Japfa Comfeed Indonesia Tbk Class A's investor presentation, Oct 22, 2026
Slide 1: Public Expose
PT JAPFA COMFEED INDONESIA Tbk PUBLIC EXPOSE Jakarta, 22 October 2026 Pertumbuhan Berkelanjutan Melalui Inovasi dan Efisiensi Driving Sustainable Growth through Innovation and Efficiency
Slide 2: Daftar Isi
Daftar Isi Company Profile Operational Performance and Financial Highlights Challenges and Strategies Sustainability Divestment of PT Vaksindo Satwa Nusantara
Slide 3: Company Profile
Company Profile
Slide 4: Vision, Mission & Strategy
Vision, Mission & Strategy Vision Strategy Growing Towards The Company optimises its Mutual Prosperity potential through continuous Mission innovation and strengthened synergies across business units to To be the leading dependable enable sustainable growth. provider of affordable protein The Compan
Slide 5: Company Overview
Company Overview Business Description • Founded in 1971, PT Japfa Comfeed Indonesia Tbk (“the Company” or “PT Japfa Tbk”) is a vertically integrated agrifood company, specializing in the entire supply chain from upstream to downstream of poultry and aquaculture • JAPFA Group operates an in-house ani
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 farming overlay • 2nd largest poultry feed producer in Indonesia • Protein diversification strategy for • Core business and stable segment of the varying consumer preferences
Slide 7: Key Highlights
Key Highlights Protein Consumption Growth Indonesia, Asia, and the world offer long-term growth opportunities in protein consumption. Leading Integrated Poultry Industry Extensive nationwide operational network with a strong market position Strong Business Model The integrated end-to-end business mo
Slide 8: Protein Consumption Growth
Protein Consumption Growth Poultry Meat Consumption per-Capita in Asia Poultry Meat Consumption Growth Supported by the Indonesia’s GDP Growth (kg per capita – 2025) 9 Malaysia 32.9 2023 2022 Consumption per – Capita/kg 2021 2016 2020 2024 Vietnam 16.7 8 2019 2017 Filipina 10.5 2015 2018 7 2014 Indo
Slide 9: Growing Responsibly
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
Slide 10: Leading Integrated Poultry Industry
Leading Integrated Poultry Industry Bandar Masilam (1,2,3), Sepaku Htc. Bandar Masilam Tambang, Kampar, Loa Htc. Seulimeum Tapung, Htc. Tambang Janan, Htc. Tambangulang Loa Janan Htc. Palu Utara Sinembah Htc.Teluk (1,2,3) Htc. Bintan Bati-bati Htc. Tigapanah, Htc. Tanjung Morawa Anjungan Pangkalan G
Slide 11: Vertically Integrated Business Model
Vertically Integrated Business Model Upstream POULTRY AQUACULTURE BEEF CATTLE Feed Feed Benefits from economies of scale and an established Breeding network Midstream Farming Commercial Supported by strong farming Farming experience and expertise Downstream Branded Consumer Processing Products Key D
Slide 12: Poultry Feed: Stable Base Margin
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% LTM Poultry Feed OPM (%)1 SBM Price2,3 USD/IDR3 Sourcer: Bloomberg, Company information Poultry Feed OPM has been stabl
Slide 13: Experienced Management Team and Strong Governance
Experienced Management Team and Strong Governance Dewan Komisaris Bambang Budi *Syamsir Siregar Hendarto Hendrick Kolonas Antonius Ito Sumardi Djuni President Vice President/ Commissioner Harwanto Suryo Sanyoto Commissioner Independent Sembodo Independent Commissioner Commissioner Commissioner Agrib
Slide 14: Operational Performance and Financial Highlights
Operational Performance and Financial Highlights
Slide 15: Poultry Contributes Bulk of Revenues and Feed is Core Pillar of Profitability
Poultry Contributes Bulk of Revenues and Feed is Core Pillar of Profitability FY24 Sales Contribution Per Business Segment FY25 Sales Contribution Per Business Segment Trading and Others: 5% Trading and Others: 4% (include Cattle) (Include cattle) Aquaculture: 5% Aquaculture: 6% Poultry Processing a
Slide 16: Solid Financial Track Record
Solid Financial Track Record Net Revenues Operating Profit EBITDA Profit for the Period (Rp Billion) (Rp Billion) (Rp Billion) (Rp Billion) 35,355 27,482 4,406 3,733 2,730 2,684 2,101 1,362 1H2025 1H2026 1H2025 1H2026 1H2025 1H2026 1H2025 1H2026 Total Assets Net Debt/Equity CAPEX Total Interest Bear
Slide 17: Capital Expenditure
Capital Expenditure (Rp Billion) 2,391 2,162 1,599 FY2024 FY2025 1H2026 16
Slide 18: Challenges and Strategies
Challenges and Strategies
Slide 19: Industry Conditions Continue Growth Remained Solid
2025 Review & Developments in 1H2026 Based on the January 2026 World Economic WEO April 2026 estimated global 01 Global condition relatively Outlook (WEO), 2025 economic growth is Global uncertainty increased economic growth slow-down at 01 stable projected at 3.3%, despite being around 3.1% in 2026
Slide 20: Key Challenges and The Company's Strategies
Key Challenges and The Company’s Strategies CHALLENGES STRATEGIES • Exposure to volatility in raw material and supporting • Enhance cost efficiency while optimising feed conversion material costs, as well as import dependency and key business and operational KPIs • Vulnerability to foreign exchange
Slide 21: Sustainability
Sustainability
Slide 22: JAPFA Sustainability Journey
JAPFA Sustainability Journey • Established the Sustainability • Issued the world’s first agri- • Established the Group • Recognised among TIME Sustainability has Committee to strengthen sustainability food Sustainability-Linked Sustainability Action and Statista’s World’s been embedded in governance
Slide 23: JAPFA Sustainability Actions: Water and Waste
JAPFA Sustainability Actions Responsible Water Management Hazardous Waste Management (in Megalitre) (in Tonne) 2,150 147 +227% 63% Increase in Rainwater Decreased of non- Harvesting Volume hazardous waste 1,073 compared to 2023 (2023 vs 2025) 111 790 395 45 +94% 204 236 Increase in recycled wastewat
Slide 24: JAPFA Sustainability Actions: Emissions and Community
JAPFA Sustainability Actions Zero Coal 3,079 Tonne CO2 Eq 2025: Scope 1 GHG Emissions Reduction vs. 2024 2040 Target, Achieved in 2025 Driven by the zero-coal initiative, cleaner energy adoption (natural gas), renewable energy utilisation, and energy efficiency and management programmes. 13.9 Traini
Slide 25: Divestment of PT Vaksindo Satwa Nusantara
Divestment of PT Vaksindo Satwa Nusantara
Slide 26: Transaction Summaries
Transaction Summaries Rp1.81 T Rp1.0 T 8.5% 0.00% Cash consideration for 100% of Dividend declared by Vaksindo to Transaction value represented less Variance between transaction value Vaksindo shares amounted to Ciomas on 30 June 2026, prior to than 20% of JAPFA's equity (IDR and independent valuati
Slide 27: Rationale and Objectives of the Transaction
Rationale and Objectives of the Transaction 1 Core Business Focus 2 Value Realisation 3 Internal Funding Focusing management attention, capital and Converting an 18-year investment into cash at Transaction proceeds will fund core reinvestment resources on its core agri-food businesses: feed, indepen
Slide 28: Group Structure Before and After the Transaction
Group Structure Before and After the Transaction Before Transaction After Transaction (29 Sept 2026) JAPFA Pte. Ltd. Masyarakat JAPFA Pte. Ltd. Masyarakat 100% 56.34% 100% 56.34% 43.66% 43.66% Bionovus Pte. Ltd. JAPFA Tbk Bionovus Pte. Ltd. JAPFA Tbk 99.9998% 99.9998% 0.19% 0.19% PT Ciomas Adisatwa
Slide 29: Thank you
2 Dora Thank you
Slide 30: Public Expose
PT JAPFA COMFEED INDONESIA Tbk PUBLIC EXPOSE Jakarta, 22 October 2026 Pertumbuhan Berkelanjutan Melalui Inovasi dan Efisiensi Driving Sustainable Growth through Innovation and Efficiency
PT Japfa Comfeed Indonesia — Investor Presentation (October 2026) on 6ix