Download - EHP 1Q 2016 data appendix, still 5 reasons
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EHPT 1Q2016 data appendix... still 5 reasons
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Weather, 1Q rain 🔜 production recovery
Rainfall, mm
-00
150
300
450
600
2012 2013 2014 2015 2016
West KalimantanCentral Kalimantan South KalimantanEast KalimantanPapua
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Planted area, 85% mature, 0 planting
2011
65
49
matureimmature
2015
38
115
1Q 2016kk
23
130
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50,000
200,000
350,000
500,000
2011 1Q 3Q 2012 1Q 3Q 2013 1Q 3Q 2014 1Q 3Q 2015 1Q 3Q 2016 1Q
Production, still ⬆ YOY
growth trend
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Prices, 2015 cycle low
Prices, Rp m
0.0
2.0
4.0
6.0
8.0
2015 2016
Palm oilKernel
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Costs, economies of scale
Opex/hectare, Rpm
0
1,000
2,000
3,000
4,000
2013* 2014* 2015 2016 (1Q annualized)
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P&L, 4Q recovery
Rp bn
-200.0
0.0
200.0
400.0
600.0
800.0
1Q15 2Q15 3Q15 4Q15 1Q16
Net salesEBITDANet income
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Balance sheet, consolidating ...
current liabilities, Rp tn
0.00
1.00
2.00
3.00
4.00
4Q 2014 1Q 2015 2Q 3Q 4Q 1Q 2016
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# Rain to boost production $ Young mature, zero planting % Production still up YOY & Selling prices recovering ' Balance sheet consolidating
Still 5 reasons for optimism
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