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LIST OF QUESTION AND ANSWER
PUBLIC EXPOSE 2023
PT JEMBO CABLE COMPANY TBK
FRIDAY, DECEMBER 08, 2023
1. Dinar – IDX Channel / MNC Portal
Pertanyaan:
1. What is the 2023 year-end financial guidance (revenue, profit, growth)?
2. Target revenue and profit growth in 2024?
3. Which high-margin products will be pushed? Is there any expansion of distribution
network?
4. What was the capex in 2023? What were the realizations? In year 2024?
5. What is the strategy to increase export sales? Currently in which countries?
6. Regarding the export market, what are the prospects for 2023?
Jawaban Manajemen:
1. Performance in 2023 has not been completed yet, there are still 3 months left, but at least
until now we already have an overview of the basic performance in September 2023, the
Company's estimate when talking about a budget of 3.4 trillion is still a little less than can
not be achieved, the achievement is around ± 2.9 trillion - 3 trillion for revenue (sales),
while net profit compared to last year there is a fairly large growth in the figure of
around 2-3% increase from the total sales achieved. Because the exact number is still
waiting for another 2-3 months.Target revenue and profit growth in 2024?
2. For the revenue growth target in 2024, the Company's Management projects around ±20-
25% for its revenue (sales), while for its net income for the bottom to reach between 3-
3.5% is maximum, this is based on the industry average nett income from cable
companies is still below 4% of the industry average.
As for the achievement strategy, the Company remains focused on several segmentation
selections, the selection of several projects related to question 3.What was the capex in
2023? What were the realizations? In year 2024?
3. In accordance with this year's theme of Grow and Go Beyond Together, the Company
continues to select for several projects, for the expansion of the distribution network is
also the Company's target because the Company needs more distributors to market
Jembo Cable products, of course for high margin products it is very dynamic to adjust to
market demand, if for general cables all manufacturers are the same.
4. For capex 2023, the first plan was around 54 billion, the realization was only around 30
billion, not the realization of the production of main machines, the main machines will be
realized in 2024 around 100 billion investment, covering the main machines to increase
our production capacity.
5. For now, the Company's export sales are still very small, still below 10%, until next year
it will still focus on ASEAN countries mainly.
6. The Company prioritizes the domestic market first because the overseas market is very
dependent on information about projects abroad and the Company does not enter those
areas, for now the Company's Management recognizes that export sales have not been
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LIST OF QUESTION AND ANSWER
PUBLIC EXPOSE 2023
PT JEMBO CABLE COMPANY TBK
FRIDAY, DECEMBER 08, 2023
optimally helpful.
1. Erwindiawan – KA
Pertanyaan :
1. Does Management remain optimistic about achieving this year's target/budget?
2. What strategic steps have been taken in the last 3 months to achieve this?
Jawaban Manajemen:
1. As the Company's Management has stated, the target of 3.4 trillion set for 2023 has not
been achieved, as stated in the previous question.
2. If talk about 3 months now, the position is 1 month less, if you talk about the strategy in
the September period after the Company found out that this budget had not been
achieved, the Company carried out several strategies in production arrangements, sales
arrangements, how to send goods quickly but it turned out that the maximum that the
Company could achieve was in accordance with the estimates that had been submitted
previously.
2. Pepen, Spd – Investor
Pertanyaan :
1. For telecommunication cable sales, which fell considerably, what factors were involved?
2. What is jembo's 2024 prospective for this segment?
Jawaban Managemen
1. For telecommunication cables, not only Jembo Cable but all cable industries for
telecommunications are somewhat down, due to several things, namely because the
market for telecommunications was estimated at the beginning to be less enthusiastic.
2. For telecommunication cables, the Company remains optimistic in 2024, there are
already some prospects that are also considered much higher than 2023.
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LIST OF QUESTION AND ANSWER
PUBLIC EXPOSE 2023
PT JEMBO CABLE COMPANY TBK
FRIDAY, DECEMBER 08, 2023
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