Enhancing Kota Jababeka's Value Proposition slide image

Enhancing Kota Jababeka's Value Proposition

3 Sizeable and stable USD-denominated recurring income base The provision of these infrastructure services has enabled the progressive build out of a significant recurring revenue base... Total Revenue & Breakdown Recurring revenue (IDR billion) Recurring(1) Real Estate (2) 2,000 35.0% 2017 1,800 1,868 1,723 1,774 30.7% 30.0% 1,592 1,600 1,349 25.0% 41% 1,400 24.6% 59% 23.6% 22.2% 21.6% 1,200 1,115 20.0% 2014 1,000 15.5% 15.0% 43% 57% IDR 2,994 billion 800 600 10.0% IDR 2,799 billion 2012 83% 17% IDR 1,401 billion 400 5.0% 200 415 424 419 344 342 210 0 0.0% 2013 2014 Recurring EBITDA 2015 2016 2017 9M18 Recurring Revenue EBITDA Margin ...based on USD pricing terms (power & water), further enhancing stability and visibility of cash flows for Jababeka and also providing a natural hedge for its USD-denominated interest expenses... ...Furthermore, US$ 200 million notional is hedged by means of call spreads with an average lower strike of 13,021 Rupiah and an average upper strike of 15,997 Rupiah Notes: 1 Recurring revenue/EBITDA includes contribution from power plant, dry port and service & maintenance fees 2 Comprises real estate, golf and other non-infrastructure segments 16
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