Investor Presentaiton
Ⓐ Indonesia has successfully weathered COVID-19 2nd wave due to
the Government's decisive and swift response
SIDOMUNCUL
Higher vaccination penetration, record low infection rate, and loosening mobility restriction should help accelerate economic
recovery and promising growth outlook from 4Q21-onward.
Indonesia COVID-19 Cases & Vaccination
Consumer Confidence Index
Rate
('000)
110
New COVID Cases
Vaccination Rate
60
20%
105
50
40
40
100
15%
96
95
30
10%
90
20
20
10
1-Jul
16-Jul
31-Jul
15-Aug
30-Aug
14-Sep
29-Sep
85
5%
80
60
75
0%
15
Jun-20
Sep-20
Dec-20
Mar-21
Retail Sales Value Growth
TTM
13Q
40%
40%
13%
12%
11%
8%
|10% 9%
5%
3%
2%
1%
0%
Jun-21
Sep-21
FMCG
FOOD
1-2%
BEVERAGES
PERSONAL CARE
HOMECARE
HEALTHCARE
•
.
Prolonged COVID-19 pandemic makes consumers more aware of their health and wellness. Surging demand
from the market has made Healthcare and Pharmaceutical sector increased beyond other FMCG sectors.
Declining COVID-19 cases and improving economy are helping improve consumer confidence.
In combination, these factors will support continued strong demand for herbal supplements and multivitamins as
consumers want to maintain their immune system and healthy lifestyle.
source: Bank Indonesia, Covid19.go.id, Company Estimation
PHARMACEUTICAL
22
22View entire presentation