Enhancing Kota Jababeka's Value Proposition slide image

Enhancing Kota Jababeka's Value Proposition

Enhancing Kota Jababeka's value proposition: Bekasi Power Plant KIJA is the only industrial estate developer in Indonesia with its own power plant located within its estate Integrated Power Generation & Distribution Process SAFETY FIRST! from 1 100% output to PLN # 2 Buy back from PLN PLN (+ margin) 3 Direct sale to factories (+ margin) Financial Highlights (IDR billion) Factories 1,600 35% 1,360 1,400 1,310 30% 1,200 1,102 25% 27% 1,000 832 20% 22% 800 638 15% 600 17% 16% 10% 400 13% 200 5% 232 248 164 136 172 0% 2016 2017 2018 2019 2020 - 130MW gas fired combined cycle plant 20 year 100% off-take agreement Perusahaan Listrik Negara ("PLN") - Rate per KWH: ~US$11 cents Average gas cost / MMBTU: ~US$8.7 Fuel costs borne by PLN on a pass-through basis Fully contracted gas supply Flexibility to buy back power and resell to industrial customers at a premium • During repair of a leakage in one of the boilers the power plant operated at about 50% of the usual capacity for about 3 months in 2016 The power plant was in full "reserve shutdown" for most of 1Q18 and 2Q19 and has operated intermittently in other quarters of 2018, 2019, and 1Q20. In 2Q20 the power plant was almost in full reserve shutdown, whereas in 2H20 the plant operated more, but still more reserve shutdown than not. Gross Profit ■Revenue ▲ Gross Profit Margin Providing a significant marketing advantage over its competitors as access to reliable electricity supply is one of the primary concerns for industrial clients in Indonesia 13
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