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Page 1
PT SEPEDA BERSAMA
INDONESIA TBK
Page 2
Agenda


                                   2                            14
01 Company at Brief                    03 Financial Structure

     Business Model and Strategy   6                            18
02                                     04

                                                                 1
Page 3
Company at Brief
Page 4
Shareholding Structure



            Andrew Mulyadi     Henry Mulyadi       Masyarakat


            37,5%             37,5%               25%




                  PT Sepeda Bersama Indonesia TBK (“SBI”)

                                                                3
Page 5
Company’s Major Milestone

   The company was founded
                               Working together with 319   Became sole agent for
    on October 2017 with the
                                dealers spread across      Genio, largest agent for
   name PT. Sepeda Bersama
                                      Indonesia                     United
           Indonesia




             2017                                   2021                                  2022


                                                                                  Become a publicly traded
                                                                                      company in IDX


                                                                                                             4
Page 6
Management Team



         Board of
       Commissioners
                       Henry Mulyadi                Tito Loho
                       President Commissioner   Independent Commissioner




         Board of
         Directors
                       Andrew Mulyadi           Winston Mulyadi
                                                        Director
                                                                           5
                          President Director
Page 7
Business Model
and Strategy
Page 8
Business Model

                                                                Deliver product




                        Order products
                         from factory                               Order
     Factory                                                                          Dealer


                                  Check for                  Available product gets
                                  availability               delivered to company
          Manufactured products
             delivered to WH
                                                 Warehouse


                                                                                               7
Page 9
SBI at a Glance
SBI is one of the market leaders in the Indonesian bicycle industry.

                                                                                  In dealing with Indonesia’s various landscapes, social, and
                                                                                      economical demography, SBI is fully equipped with


                                                                                               as the agent of several brands, such
                                                                                               as
                                                                                               Largest          Sole




             490                                          Spread across

                                                              > 28
            dealers                                   province in Indonesia




                           United Bike is one of the market leader for consumer
          #2               bike in Indonesia                                      22%       of bike user in Indonesia uses United Bike in 2020



 Source: Jakpat. (2020).
                                                                                                                                                 8
Page 10
Industry Overlook
The government support on the future of cycling industry

                                                                                                     Through the development
                                                                                                     of infrastructure and
                           356                                           193                         policies, the government
                                                                                                     strongly supports the use
                     Locations                                              km
                                                                                                     of bicycles as a mode of
                                                               Bike lanes built in DKI Jakarta       transportation.
                                                              and targeted 610 km built before
                         Capacity of                                       2030

                        5817                                  Bicycle lanes have begun to be built
                             bicycle
                                                               in several regencies/cities on the
                                                                island of Java, such as in Klaten,
            There are 356 locations, with a                     Purwokerto, Banyumas, Solo and
             capacity of 5817 for bicycle
                                                                       surrounding areas.
              parking. Over 120 of these
           locations have shower facilities.
                                                                                                                                 9
Source: Kementerian Perhubungan Republik Indonesia. (2022).
Page 11
     How SBI can benefit from industry trends




                                 Global trend in E-bikes and E-moped
                           With global trends shifting to be environmentally conscious, E-bikes and E-scooters have been the fastest growing bicycle
                          sector, with consumers using this for everyday use, such as going to work or visiting shops and markets. With greater focus
                           to e-mobility bicycles and scooters, SBI is closely following global trends. With new products such as United Salvador and
                                                      Genio Orby, SBI is in a great position to capitalize on this market trend.


Source: Zippia. (2022).
                                                                                                                                                        10
Page 12
Key Strategies

● To offer a wide range of products and prices, competitive and supported by integrated services from a
  professional team
● To build and maintain relationships with dealers and customers to maintain current market share and
  gain new market share
● To improve product quality by conducting quality control of each product sold. As well as trying to find
  out customer satisfaction through feedback on service to customers
● To understand what is needed and sought by its target market by always understanding the market
  condition
● To continue the expansion of its outlet network in various regions in Indonesia
● To optimize store profitability through store repairs and market segmentation
● To provide competitive price and promotion
● To increase consumer engagement and maintain brand loyalty through CRM


                                                                                                             11
Page 13
Financial Structure
Page 14
REVENUE AND PROFIT
                                                Revenue
                                                                                             225,819,967,231   • Increase in revenue due to wider area
                                                                  169,065,378,362   178,523,593,335              of service, as we have more sales
                                                        122,939,629,442
                                                                                                                 agents across Indonesia.
                                  97,210,478,813                                                               • Increase in revenue YoY due to the
        44,933,281,567   39,483,749,919
                                                                                                                 growth in the customer base and a
8,704,894,858                                                                                                    wider variety of products sold.
         Q1                        Q2                               Q3                        Q4                   • New products such an E-moped, E-
                                         2021 Revenue   2022 Revenue                                                 bike and baby carriage.
                                                                                                                   • New brands such as Rubick and
                                                                                                                     Grind.
                                               Net Profit
                                                                                                               • Lower profit margins YoY, as there is
                                                                  22,971,892,184
                                                                                    24,677,586,511               higher competition, leading to lower
                                                         20,275,673,861                      21,219,772,265
                                                                                                                 profitability.
                                  13,481,077,713                                                               • Trend in lower cost bicycles also
                                                                                                                 leading to lower profitability.
         4,910,935,476   5,651,582,433
2,214,922,073


         Q1                        Q2                               Q3                        Q4
                                     2021 Net Profit    2022 Net Profit
                                                                                                                                                  13
Page 15
Statement of Financial Position




                                                                                                                                                                  148,576.18
                                                Consolidated Financial Position (IDR Million)
                                                                                                                                                                                                          ● Since 2018, SBI’s assets has




                                                                                                                           135,767.60
                                                                                                                                                                                                            grown at a CAGR of 46.3%,




                                                                                                                                                                                             120,104.44
                                                                                                                                                                                                            equity has grown with a CAGR of
                                                                                                                                                                                                            324.53% during 2018 – 2022.

                                                                                                                                                                                                          ● SBI’s assets and equities has
                                                                                                                                                                                                            continued to grow despite the




                                                                                                                                          81,591.40
                                                                                                                                                                                                            pandemic, and the downtrend
                                                                                                                                                                                                            of bicycles.
                                                                            56,807.00




                                                                                                                                                      54,176.20
                                                                                                                                                                                                          ● The sudden increase in assets
                                                                                                                                                                                                            and liabilities in 2021 is due to
                                                                                                      29,497.90




                                                                                                                                                                                 28,471.74
                                                                                          27,309.10
                                   25,424.20




                                                                                                                                                                                                            large increase in revenue.
                                                 23,172.80
 22,774.80

               22,687.70




                                                                                                                                                                                                          ● The upward trend of equity
                                                             2,251.40




                                                                                                                                                                                                            and assets sustained in 2022.
                           87.10




             FY 2018                           FY 2019                                  FY 2020                                         FY 2021                                FY 2022
                                                                        Asset           Liability                 Equity
                                                                                                                                                                                                                                                14
Page 16
Profit & Loss Statement

                Revenue (IDR Million)                                                    Profit/Loss (IDR Million)
                                          225,820                                       34,945
                                                                                                             31,647
                               178,523                                                         27,251                             27,392
                                                                                                                   24,677
                                                                                                                                       21,220


                 93,587



                                                                       2,267 2,170
     19,303
                                                                          2019              2020                2021                 2022

     2019         2020          2021       2022                                      Profit Before Tax   Income for Year/Period




● SBI’s revenue continues to grow despite fluctuations in external factors.
● Significant spike in revenue in 2020, despite being in a pandemic) is due to an increase in demand for bicycles.
● Even after the decline in demand for bicycle, SBI revenue and profit continue to stably grows.
● SBI’s Income for the Period has decreased due to tighter competition which leading to lower profitability and
  trend in lower-cost bicycles also leading to lower profitability.
                                                                                                                                                15
Page 17
 Profitability Performance

                               Margin                                             ROE                               ROA
                    37.34%

                                                                    96%    92%                               48%
                         29.12%


                                       17.73%
                                            13.82%
  11.74%
       11.24%                                          12.13%                           46%
                                                            9.40%
                                                                                                                          18%
                                                                                                                                 14%
                                                                                               18%    9%

     2019               2020              2021               2022
                Pretax Profit Margin     Net Profit Margin          2019   2020         2021   2022   2019   2020         2021   2022




● SBI has managed to maintained its profitability in the past 3 years

● Profitability declined in 2022, as there is a trend to cheaper bicycles, lowering profitability, as well as growing
  competition.


                                                                                                                                        16
Page 18
                                                        Thank You



DISCLAIMER This material especially made for the benefit and external use where the contents of this material is not allowed to be communicated to other
parties. This material be incomplete without reference to and should always be viewed in conjunction with a verbal explanation of PT Sepeda Bersama
Indonesia Tbk. Neither this material nor its contents are allowed to be used for other purposes without permission of PT Sepeda Bersama Indonesia Tbk

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