Skip to content
Back to announcement

20260330_BUMI_Public Expose_32055818_lamp3.pdf

Other Text extracted BUMI

Source file signed link, expires in 15 minutes

This browser can't display the PDF inline. Open it in a new tab.

Extracted text 29

Page 1
Company Performance
PT Bumi Resources Tbk.
FY2025




PT. Bumi Resources Tbk
                         1
Page 2
CO MP A NY   P ER F O R MA NCE   –   F Y20 25




Table of Contents

01   Industry Updates

02   Bumi Resources at a Glance

03   Performance Highlights

04   Bumi Resources Rebranding

05   ESG Implementation & Company Achievement

                                                2   PT. Bumi Resources Tbk
Page 3
 01
 Industry Updates



PT. Bumi Resources Tbk
                         SECTION 01
Page 4
IND U STR Y           U P D A TES



Global Coal Production 2020 – 2030
6000                                                                                                 Over the forecast horizon, global
                                                                                                     coal production is expected to
                                                                                                     gradually ease from 2025 levels,
5000
                                                                                                     reaching approximately 8,641 MT by
                                                                                                     2030.
4000
                                                                                                     This trend is primarily driven by
                                                                                                     policy-led adjustments in China,
3000                                                                                                 where both the pace and
                                                                                                     magnitude remain uncertain, while
                                                                                                     more gradual and predictable
2000                                                                                                 declines are expected in the
                                                                                                     European Union and the United
                                                                                                     States, as phase-out policies
1000
                                                                                                     advance and underlying cost
                                                                                                     dynamics continue to shift.
  0
              china             india       ASEAN          USA           Europe        Rest of the   Overall, the outlook suggests a
                                                                                         world       progressively more balanced global
                                                                                                     supply environment over the
       2020     2021     2022     2023   2024   2025E   2026F    2027F   2028F    2029F    2030F
                                                                                                     medium term.
   Source: International Energy Agency


                                                                                   4                                      PT. Bumi Resources Tbk
Page 5
  IND U STR Y        U P D A TES



  Global Coal Consumption 2020 – 2030
                                                                                                               China remains the dominant player
5000
                                                                                                               in the global coal market, accounting
4500                                                                                                           for more coal consumption than the
                                                                                                               rest of the world combined, while also
4000                                                                                                           leading in both production and
                                                                                                               imports. This makes global coal
3500
                                                                                                               dynamics highly sensitive to
3000                                                                                                           developments in China’s economic
                                                                                                               conditions, policy direction, energy
2500                                                                                                           demand, weather patterns, and
                                                                                                               domestic supply.
2000

1500                                                                                                           China’s coal demand is expected to
                                                                                                               moderate slightly over the next five
1000                                                                                                           years, declining by less than 1% per
                                                                                                               annum on average. However, this
500
                                                                                                               outlook remains subject to upside
  0                                                                                                            risks, as stronger power demand,
            china          india          USA         Australia      Indonesia       Russia      Rest of the   weaker renewable output, or
                                                                                                   World       accelerated coal gasification could
                                                                                                               offset the decline, as China targets
          2020      2021   2022    2023      2024   2025E    2026F    2027F      2028F   2029F    2030F
                                                                                                               peak coal consumption before 2030.
       Source: International Energy Agency


                                                                                 5                                                PT. Bumi Resources Tbk
Page 6
IND U STR Y   U P D A TES


Global Coal Price


                                Global coal prices surged
                                during the 2021–2022 energy
                                crisis before moderating in the
                                subsequent years. More
                                recently, prices have
                                stabilized at levels above the
                                pre-crisis average, supported
                                by disciplined supply,
                                persistent geopolitical risks,
                                and steady demand from key
                                Asian markets—contributing
                                to a more constructive and
                                resilient pricing environment..




                            6                  PT. Bumi Resources Tbk
Page 7
                 IND U STR Y   U P D A TES


                 Domestic Coal Production
                 900                                                        836
                                                                                              Domestic coal production peaked at
                 800                                                  775                     836 million tons in 2024, before entering
                                                                                  750
                                                                                              a planned moderation phase, with FY25
                                                                687                           production projected to decline to
                 700
                                              616         614                                 around 750 million tons, and
                                                                                        600
                 600                    558         564                                       government plans targeting a further
                                                                                              reduction to 600 million tons by 2026.
in million ton




                                461                                                           This downward adjustment is intended
                 500    456
                                                                                              to maintain market balance and
                                                                                              support healthier industry margins.
                 400
                                                                                              The outlook signals a shift from volume-
                 300                                                                          driven growth toward a more disciplined
                                                                                              supply environment, where production
                 200                                                                          levels are more actively managed to
                                                                                              enhance price stability and long-term
                 100                                                                          sustainability for coal producers.

                   0
                       2016 2017 2018 2019 2020 2021 2022 2023 2024 2025F 2026E

                                                                            7                                       PT. Bumi Resources Tbk
Page 8
 02
 Bumi Resources
 at a Glance


PT. Bumi Resources Tbk
                         SECTION 01
Page 9
B U MI   R ESO U R CES   A T   A   GLA NCE



Company Overview
1        The largest thermal coal producer in Indonesia (KPC/ Arutmin) and the world’s largest thermal coal exporter

2        2.4 billion metric tons of marketable thermal coal reserves and 6.8 billion metric tons of resources (excluding reserves)

             ❑ Thermal coal production reached 74.8 million metric tons in 2025

3        Ideally located to serve important markets throughout Asia and Europe


4        Open cut mining with captive processing facilities, operating 24/7 throughout the year


         Dedicated infrastructure including loading terminals, port facilities, and captive power plants, providing unmatched
5
         competitive advantage


6        Diversification of thermal coal and non-coal businesses

            ❑ BRMS is a listed entity with an exclusive focus on minerals
            ❑ BUMI has acquired non-thermal coal assets (copper, gold, bauxite*)
               *Under progress

                                                                   9                                               PT. Bumi Resources Tbk
Page 10
B U MI   R ESO U R CES      A T   A   GLA NCE


Bumi Resources Thermal Coal Production
 120



 100
                                                                                             86,3
                                                                                                    81,1
                                                                                                           78,8          77,8               As the largest coal
                                                                                                                                74,7 74,8
  80                                                                                                              71,9                      producer in Indonesia, the
                                                                                                                                            Company produced 74,8
                                                                                                                                            million tons (MT) of coal in
  60                                                                                                                                        2025. In 2026, the
                                                                                                                                            Company’s production is
                                                                                                                                            expected to remain
  40                                                                                                                                        broadly in line with 2025
                                                                                                                                            levels, with projected
                                                                                                                                            output of around 80 MT.
  20



  0
   2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025



                                                                                  10                                                                    PT. Bumi Resources Tbk
Page 11
B U MI   R ESO U R CES   A T    A    GLA NCE


Thermal Coal Reserves and Resources
                               2.4 billion metric tonnes reserves – the largest in Indonesia
               (in million tonnes)
                                                        Reserves                Resources


               KPC 1)                                               659                     2,807

               Arutmin 2)
                   Bituminous Coal                                   42                        442
                   Sub-Bituminous Coal                               122                       979
                   Sarongga                                         163                        284
                                                                    327                     1,705

               Pendopo 3)                                          1,434                    2,294
                                                                                                      Notes:
                                                                                                      1) JORC Report on End of March 2025
               Total                                               2,420                    6,806     2) JORC Report on End of January 2022
                                                                                                      3) KCMI Report on End of November 2024




                                                           11                                        PT. Bumi Resources Tbk
Page 12
B U MI   R ESO U R CES   A T   A   GLA NCE



2026 Guidance




   Sales : 76MT – 78MT                       Price : $60/t - $62/t     Costs : $43/t - $44/t 1
     KPC : 53MT – 54MT                         KPC : $65/t – $67/t        KPC : $46/t – $48/t
   Arutmin : 24MT – 25 MT                    Arutmin : $50/t - $52/t    Arutmin : $35/t - $37/t




  1 Royalty and   commission not included.



                                                      12                            PT. Bumi Resources Tbk
Page 13
  B U MI   R ESO U R CES   A T   A   GLA NCE



  Strategic Milestones
            Building a diversified portfolio to accelerate long term sustainable growth


                                                                                                                The Company,
                                                                                                                through its Business
                                                                                                                Development team,
                                                                                                                is focused on
                                                                                                                building a diversified
                                                                                                                portfolio by pursuing
                                                                                                                strategic
   June 2025         June 2025          September         September          November 2025       December
                                                              2025
                                                                                                                opportunities in
      Quasi         Signed term             2025                              Acquired 100%         2025
Reorganization                                            Signed term        Wolfram Limited      Acquired      Indonesia and
                      sheet to            Acquired
 strengthened         acquire          41.36% Jubilee   sheet to acquire                       64.98% Jubilee   Australia.
 fundamental          Wolfram          Metals Limited       45% of PT                          Metals Limited
  structure for        Limited                          Laman Mining –
 future growth                                             expanding
                                                            strategic
                                                          partnership

                                                            (Acquisition
                                                            completion
                                                        targeted by August
                                                               2026)

                                                                       13                                        PT. Bumi Resources Tbk
Page 14
B U MI   R ESO U R CES   A T   A   GLA NCE



Business Diversification




                                                  Bumi Resources is positioning itself to
                                                  become a more diversified global
                                                  holding company in mining and
                                                  processing.




                                                  Disclaimer: Illustration purpose only


                                             14                                           PT. Bumi Resources Tbk
Page 15
 03
 Performance
 Highlights


PT. Bumi Resources Tbk
                         SECTION 01
Page 16
P ER F O R MA NCE   H IGH LIGH TS


Operational Highlights
         Production
             FY25             FY24    Stable year-on-year production, underpinned by
          74.8 MT          74.7 MT    balanced contributions across entities.


         Price
             FY25             FY24    Realized coal prices decreased in line with the
           $59.7/t          $71.8/t   downward trend of global coal prices.



         Production Costs
             FY25             FY24    Overall production costs decreased mainly due to lower
           $41.3/t          $46.6/t   oil prices and lower stripping ratio.



                                                    16                                  PT. Bumi Resources Tbk
Page 17
P ER F O R MA NCE   H IGH LIGH TS


Operational Highlights

       (12 months 2025)
                                    KPC            Arutmin          Combined


       Overburden                         456.7         139.5             596.2
       Strip Ratio                          8.5              6.6               8.0
       Coal Mined                          53.5          21.3                74.8
       Coal Sales                          53.5              21.1            74.6
       FOB Prices                          62.3          53.2                59.7
       Inventory                            1.6              0.3               2.0



                                              17                        PT. Bumi Resources Tbk
Page 18
P ER F O R MA NCE   H IGH LIGH TS


Operational Highlights
                                OB Removal                   (in mn bcm)                Coal Mined                    (in mt)

                                                                                                0.2
                        BUMI             8%                                      BUMI                        BUMI
                                                                                                %
                        649.7                        BUMI                        74.7                        74.8
                                                     596.2




                                                                                 55,0                        53,5
                       510,0                        456,7



                       139,7                        139,5                        19,7                        21,3

                      FY'2024                       FY'2025                     FY'2024                     FY'2025
                                    AI        KPC                                          AI         KPC


         Stable year-on-year production, underpinned by balanced contributions across entities.
                                                                           18                                         PT. Bumi Resources Tbk
Page 19
P ER F O R MA NCE   H IGH LIGH TS


Operational Highlights
                                                              (bcm/t)                                            (mt)
                          Stripping Ratio                                            Coal Sales
                        BUMI             8%                                   BUMI          2%
                         8.7                         BUMI                                               BUMI
                                                                              75.8
                                                      8.0                                               74.6



                        9,3
                                                      8,5
                                                                              56,5                      53,5



                        7,1                           6,6
                                                                              19,3          9%
                                                                                                        21,1

                      FY'2024                       FY'2025                  FY'2024                   FY'2025
                                    AI        KPC                                      AI        KPC

               Overall coal sales declined, primarily reflecting lower production volumes at KPC,
                       while higher coal sales at Arutmin by 9%, provided a partial offset.
                                                                        19                                        PT. Bumi Resources Tbk
Page 20
P ER F O R MA NCE   H IGH LIGH TS


Operational Highlights
                          Production Cost                                 FOB Price
                         BUMI            11%
                                                                 BUMI            17%
                          46.6                    BUMI            71.8
                                                  41.3                                        BUMI
                                                                                              59.7

                        49,3                                     76,1
                                                  42,9
                                                                                              62,3


                        39,2                      37,2           59,4                         53,2


                       FY'2024                   FY'2025        FY'2024                      FY'2025
                                    AI     KPC                              AI         KPC

    Production costs were lower due to a downward trend in Indonesia’s fuel price and a lower stripping
       ratio. The downward trend in global coal prices has impacted the realised FOB prices in 2025.

                                                           20                                          PT. Bumi Resources Tbk
Page 21
   P ER F O R MA NCE         H IGH LIGH TS


   Financial Highlights                                                                                                                     (in million USD)


Revenue                                        Gross Profit                             Operating Profit             Net Profit

1.680
         1.360       1.425                                          249

                                                                                                                                               122
                                                       169                                                    141
                                               137                                                                                 90

                                                                                           57            61
                                                                                                                      27


2023      2024        2025                     2023    2024        2025                  2023        2024     2025   2023          2024       2025

2024 → 2025      :   Increased                                2024 → 2025   :   Margin Increased                     2024 → 2025        :   Increased
                     [4.8% / +USD65M]                                           [GPM: 12.45% vs 17.48%]                                     [35.69% / +USD32M]
                                                                                [OPM: 4.49% vs 9.92%]
2023 → 2024      :   Declined                                                                                        2023 → 2024        :   Significant Increased
                     [-19.06% / -USD320.27M]                  2023 → 2024   :   Margin Increased                                            [235.06% / +USD63.23M]
                                                                                [GPM: 8.17% vs 12.45%]
                                                                                [OPM: 3.38% vs 4.49%]

                     In 2025 the Company recorded 4.8% increased in Revenue, 47% increased in Gross Profit, 131% increase in
                                           Operating Profit (YoY) and Net profit is increased by 36%.

                                                                                21                                             PT. Bumi Resources Tbk
Page 22
      P ER F O R MA NCE         H IGH LIGH TS


      Financial Highlights
in million US$                               STATEMENTS OF PROFIT OR LOSS                                                    STATEMENTS OF FINANCIAL POSITION
                                        12M-2025           12M-2024           %                                           Dec 2025           Dec 2024           %


Revenue                                            1,425           1,360       4.8%          Current Assets                          736                773      -4.7%
Cost of Revenue                                  (1,176)          (1,190)     -1.2%          Non-Current Assets                  3,482              3,391           2.7%
Gross Profit                                        249               169     47.1%          Total Assets                        4,219              4,163           1.3%
Operating Income                                    141                61    131.4%          Current Liabilities                     588                768     -23.4%

Interest Expense                                    (27)              (21)    26.7%          Non-Current Liabilities                 742                531     39.9%
Other Income                                         66                82    -18.9%          Total Liabilities                   1,331              1,299           2.4%
Income Before Income Tax                            181               122     48.6%          Equity - Net                        2,888              2,864           0.8%
Income Tax & Profit Sharing                         (59)              (32)    85.1%          Total Liabilities & Equity          4,219              4,163           1.3%


Net Income Attributable to:                                                                                                          -                  -
*Owners of The Parent                                81                67     20.1%
Non-controlling Interest                             41                23         82%
Net Income                                          122                90     35.7%



       • Reported Net Profit of PT Bumi Resources, Tbk.
       • KPC not consolidated.



                                                                                        22                                                 PT. Bumi Resources Tbk
Page 23
 04
 Bumi Resources
 Rebranding


PT. Bumi Resources Tbk
                         SECTION 01
Page 24
Bumi Resources Rebranding


                           The Company officially launched its new
                           corporate logo on 12th March 2026.

                           The new corporate identity reflects the
                           Company’s transformation into a diversified
                           and internationally positioned mining group,
                           expanding beyond thermal coal into
                           strategic minerals and downstream
                           initiatives.




                      24                                  PT. Bumi Resources Tbk
Page 25
 05
 ESG Implementation
 & Achievements

PT. Bumi Resources Tbk
                         SECTION 01
Page 26
ESG   IMP LEMENTA TIO N             &    A CH IEV EMENTS


Environmental, Social & Governance
 ESG Areas                                            FY2025                                                      Remarks

                                                               In 2025, the Community Development program focused on capacity building through apprenticeships, Preservation
                                         CSR (USD)     7.1     of Environmental, Arts, and Cultural Activities, as well as the Development of Local Traditions and Community
                                                               Environment, support for education, religious and community activities.
 ESG Expenditures (In million
 USD)                                                          FY2025 KPC     : 68
                                Environment (USD)      77.7
                                                               FY2025 Arutmin : 9.7

                                        Total (USD)    84.8

                                               KPC    1,277
 Land Reclamation (Ha)
                                           Arutmin     348

                                               KPC    1,122
 Trees Planted (In thousand
 unit)
                                           Arutmin     291

                                                               Manhour FY2025 basis Dec = 92,468,992
                                               KPC     0.08
                                                               Threshold LTIFR 2025 : 0.09
 Safety Performance (LTI-FR)
                                                               Manhour FY2025 basis = 38,301,381
                                           Arutmin     0.05
                                                               Threshold LTIFR 2025 : 0.12

                                               KPC    2,272    Methane gas (CH4) included
 Gas Emission (In thousand
 ton CO2eq)                                                    Methane gas (CH4) included
                                           Arutmin     383

                                               KPC     753
 Gas Emission Reduction (In
 thousand ton CO2eq)
                                           Arutmin     111


                                                                            26
Page 27
 ESG       IMP LEMENTA TIO N                      &   A CH IEV EMENTS


 Awards and Achievements
                           PT Bumi Resources
                           Tbk Wins Award at
                           Indonesia Excellence
                           Good Corporate
                           Governance Awards
                           2025




                          The Gold Champion
                          at Bisnis Indonesia
                          CSR Awards (BISRA)
                          2025                                                          BUMI’s Award Charter at the 2025 Indonesia
                                                                                        CSR Awards (above)




                                                      Arutmin Wins Two Awards at 2025
Merit Achievement Award in Environmental                                                  The Best Corporate Emission Reduction
                                                          Bina Mitra UMKM Awards
Budget Commitment at the CSR Awards 2025                                                  Transparency Awards 2025


                                                                                                     27                              PT. Bumi Resources Tbk
Page 28
ESG   IMP LEMENTA TIO N         &   A CH IEV EMENTS


Awards and Achievements
                                                      KPC received the
                                                                                                               BUMI received recognition at the
                                                      Indonesia       SDGs
                                                                                                               Business and Human Rights Awards
           BUMI received                              Awards 2025 from
                                                                                                               from SIGI Research and Consulting,
           the        Green                           CFCD,       achieving
                                                                                                               supported     by    Tarumanagara
           Economy                                    Platinum recognition
                                                                                                               Foundation, achieving the highest
           Award        from                          for SDGs 4.a and 4.3
                                                                                                               score among 18 mining companies
           Detikcom        in                         under the Social Pillar,
                                                                                                               in the RBC Benchmark (73, BB
           recognition of                             and was also awarded
                                                                                                               rating) and being designated as a
           its community-                             The Best Practitioner
                                                                                                               BHR Improving Company.
           based marine                               on SDGs.
           ecosystem
           conservation
           initiatives.

                                                       BUMI received an
          KPC received                                 A+ rating for its 2024
          the     Subroto                              Sustainability Report
          Award     2025                               from the Foundation
          from ESDM in                                 for      International
          the category of                              Human           Rights
          Pengelolaan                                  Reporting
          Barang     Milik                             Standards.                                                   BUMI received the Leadership
                                                                                 BUMI received the Gold Star
          Negara                                                                                                    AA – Excellence Leader in ESG
                                                                                 Awards Big Cap at ESG
                                                                                 Awards 2025 from                   Transparency at the Indonesia
                                                                                 Investortrust.                     ESG Leadership Awards 2025
                                                                                                                    from Bumi Global Karbon.


                                                                  28                                                       PT. Bumi Resources Tbk
Page 29
29

File

File Open PDF
Source IDX
Size1.08 MB
Published30 Mar 2026
Pages29
Characters38,594
Text sourceEmbedded text layer
OCR confidence—

Names mentioned 3 people and organisations named in the text · linked when the evidence is strong

possible org Bumi Resources Tbk. p.1 ×58
unresolved org Wolfram Limited p.13
unresolved org Metals Limited p.13 ×2

Extraction attempts how the parser did, and what it refused

Nothing structured was extracted from this document — the attempts below say why.

No extraction attempted yet.

↑↓ select ↵ open ⇧↵ see every result