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20231031_LSIP_Laporan Informasi dan Fakta Material_31483399_lamp2.pdf

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                                                               PT PP London Sumatra Indonesia Tbk
                                                                    Ikhtisar 9M2023 Highlights                                                                                                                        October 31, 2023
        Profit or Loss Highlights
                  (Rp bn)
                                                                   9M23                       9M22                     ∆              9M23 Sales Mix                                                          9M22 Sales Mix
    Sales                                                                 2,923                      3,045              (4%)          Rp2,923 billion                                                         Rp3,045 billion
    Gross Profit                                                            630                      1,096             (43%)
       Gross Profit Margin                                                  22%                        36%
    Operating Profit                                                        435                        900             (52%)
       Operating Profit Margin                                              15%                        30%
    Profit for the Period                                                   457                        763             (40%)
    Attributable Profit                                                     458                        764             (40%)      Palm Products,                                                                                             Rubber, 4%
                                                                                                                                                                                  Rubber, 3%             Palm Products,
       Attributable Profit Margin                                           16%                        25%                             95%
                                                                                                                                                                                  Seeds, 1%                   94%                            Seeds, 1%
    Earning per Share (1) (In Rp)                                            67                        112             (40%)                                                      Others, 1%                                                 Others, 1%
    Core Profit (2)                                                         476                        777             (39%)
    EBITDA (3)                                                              728                      1,232             (41%)
      EBITDA (3)Margin                                                      25%                        40%
(1) Calculated based o n weighted average number o f o rdinary shares fo r basic earning per share
    (number o f shares)
(2) P ro fit fo r the perio d befo re effects o f fo rex gains/(lo sses), changes in fair value o f bio lo gical assets,
    expected interest rate amo rtizatio n o f plasma receivables and o ther no n-recurring items
(3) P ro fit befo re inco me tax - finance inco me + finance co sts + depreciatio n and amo rtizatio n expenses
    ± changes in fair value o f bio lo gical assets ± o ther no n-recurring items



     Financial Position Highlights                                                                                                                    Sales Volume
                                                              30 Sep 2023                31 Dec 2022                                                                                         9M23                   9M22          ∆
                (Rp bn)                                                                                                                                 ('000 MT)
    TOTAL ASSETS                                                 12,478       12,417                                                     CPO                                                         207                   180    15%
      Cash & Cash Equivalents                                     4,058        3,847                                                     PK Products - PK, PKO, PKE                                   79                    64    24%
    TOTAL LIABILITIES                                             1,451        1,481
    TOTAL EQUITY                                                 11,027       10,936
                                                           9M2023       9M2022                                                                                                          9M23                 4Q22
  Oil Palm Production Highlights                                                                                                               Nucleus Planted Area
                                                                   9M23                       9M22                     ∆                                                                 30 Sep 2023           31 Dec 2022
            ('000 MT)                                                                                                                                (hectares)
FFB                                                                       1,015                      1,038                 (2%)          Total Planted Area                                     111,852              111,240
  FFB Nucleus                                                               853                        863                 (1%)          Oil Palm                                                91,675               91,151
  FFB External                                                              162                        175                 (7%)            Mature                                                85,183               83,742
CPO (Crude Palm Oil)                                                        216                        225                 (4%)            Immature                                               6,492                7,409
 CPO Extraction Rate (%)                                                   21.7                       22.0                               Rubber                                                  16,150               16,074
PK (Palm Kernel)                                                             63                         64                 (1%)          Others (mainly cocoa, tea)                               4,027                4,015
 PK Extraction Rate (%)                                                     6.3                        6.3                               As of Sep 30, 2023, oil palm plasma partnership was 32,158 hectares
                                                                                                                                         All figures shown in this page are subject to rounding effect


                                                                                                                                                                           CPO Production (in '000 MT)
                                  FFB Nucleus Production (in '000 MT)


                                            358                                                                        338                                                    98
                                                               311                                                                                                                            81                                        85
                          279                                                    253                262                                                       74
       226                                                                                                                                                                                                     62            69
                                                                                                                                              53




      1Q22              2Q22              3Q22               4Q22              1Q23               2Q23               3Q23                  1Q22            2Q22            3Q22             4Q22             1Q23          2Q23       3Q23



Highlights:                                                                                                                          Ikhtisar:

        In 9M2023, FFB nucleus production slightly declined 1% yoy to 853                                                                    Pada 9M2023, produksi TBS inti sedikit turun 1% yoy menjadi 853 ribu
         thousand tonnes. In line with lower FFB production, CPO production                                                                    ton. Seiring penurunan produksi TBS, produksi CPO turun 4% yoy
         decreased 4% yoy to 216 thousand tonnes.                                                                                              menjadi 216 ribu ton.
        In the third quarter of 2023 (3Q2023), FFB nucleus and CPO production                                                                Pada kuartal ketiga 2023 (3Q2023), produksi TBS inti dan CPO naik
         were up 29% and 24% respectively, compared to the second quarter of                                                                   masing-masing 29% dan 24% dibandingkan kuartal kedua 2023
         2023 (2Q2023).                                                                                                                        (2Q2023).
        Lonsum reported total sales of Rp2.92 trillion, 4% yoy lower primarily                                                               Lonsum mencatat penjualan sebesar Rp2,92 triliun, turun 4% yoy
         due to lower average selling prices of palm products (CPO & PK products)                                                              terutama karena penurunan harga jual rata-rata produk sawit
         which was partly offset by higher sales volume of palm products.                                                                      (CPO & produk PK) yang sebagian diimbangi oleh kenaikan volume
        In 9M2023, Lonsum reported gross profit Rp630 billion, operating profit                                                               penjualan produk sawit.
         Rp435 billion and profit for the period attributable to owners of the                                                                Pada 9M2023, Lonsum mencatat laba bruto sebesar Rp630 miliar,
         parent Rp458 billion.                                                                                                                 laba usaha Rp435 miliar dan laba periode berjalan yang dapat
        Lonsum did not have funding through bank loans as of September 30, 2023.                                                              diatribusikan kepada pemilik entitas induk Rp458 miliar.
                                                                                                                                              Lonsum tidak ada pendanaan melalui utang bank pada tanggal
                                                                                                                                               30 September 2023.




PT PP London Sumatra Indonesia Tbk
Ariobimo Sentral, 12th Floor
Jl. HR Rasuna Said Blok X-2 Kav.5, Jakarta 12950, Indonesia
investor.relations@londonsumatra.com
www.londonsumatra.com

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