Investor Presentaiton
95.1%
97.9%
Economy
Indocement
93.2%
Crisis
Acquisition by
HeidelbergCement
81.8%
MARKET
CEMENT MARKET EVOLUTION
75.1%
71.2%
68.3%
63.6%
57.0% 58.0%
54.6%
84.6%
80.2%
78.9%
TIGA
RODA
45
SMARTER FASTER
BETTER
SEMEN
INDOCEMENT
HEIDELBERGCEMENT Group
91.9%
92.9%
88.7%
87.1%
LHI
Acquisition
by SIG
Pandemic
Crisis
120.5
122.4 123.8
125.3 125.3
116.4
81.7%
113.9
110.6
107.1
94.3
65.7%
65.4%
61.9% 62.9%
61.4%
62.3%
60.0%
57.8%
54.6% 54.9%
75.9
69.5
47.5%
62.4
42.3%
59.8
40.1%
54.1
50.9
47.0 47.0 47.1 47.5 47.5 47.5
48.7
45.1
46.1
44.9
45.5 45.0
81.9
78.0
74.3
69.6 69.9
70.8
66.3
66.2
60.5
62.0 62.0
63.6
58.0
55.0
33.6
27.3
22.6
24.1
48.0
40.8
38.1 38.4
27.5
21.5
23.6
25.5
25.7 27.1 27.5
30.2 31.5 31.9
34.2
22.3
Additional Capacity from Existing
Players (2013-18): 10 MT
19.1 18.8
Additional Capacity from 8 New
Entrants (2013-18): 24.7 MT
-O-Demand
--Capacity
-O-Utilization
94 95 96 97 98 99
Source:
Industrial Ministry & INDONESIA Cement Association and
Internal Indocement Projection data
Slide 6 10 November 2020
Public Expose - Indocement
00 01 02 03
04
05 06
07
08 09 10
CAGR
11 12
13
'07A-10A
14 15 16 17 18
'10A-13A
'13A-16A
19 20f 21f 22f 23f 24f 25f
'16A-19A
'19A-22F
'22F-25F
Demand
6.1%
12.5%
2.2%
4.1%
0.4%
5.0%
Capacity
3.8%
7.1%
14.7%
6.5%
2.4%
0.8%View entire presentation