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250725 ESSA Press Release 1H25.pdf

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Page 1
                          ESSA’s Topline Shows Moderate Decline in 1H 2025

         Jakarta, 25 July 2025 – PT ESSA Industries Indonesia Tbk. (“ESSA”), a publicly listed company
         engaged in the Energy and Chemical sectors through its LPG (Liquefied Petroleum Gas) refinery and
         Ammonia plant, reported 1H25 revenue of USD 138 million (a decrease of 9% YoY). EBITDA for the first
         half was USD 49 million (a decrease of 20% YoY) while Net Profit attributed to the Shareholders of the
         Company was recorded at USD 15 million (a reduction of 28% YoY). 1H25 performance was affected by
         lower ammonia prices but more unusually by lower gas supply to the ammonia plant as a result of the
         staggered maintenance at the upstream gas supplier, thereby impacting ammonia production.
         Maintenance work at the upstream gas supplier has already been completed and the gas supply has
         normalized from July. Ammonia prices have also started recovering since June.

                      Revenue (USD Million)                          EBITDA (USD Million)              Net Profit* (USD Million)

                                          ↆ9%
                        152

                                           138                                      ↆ20%
                                                                       62

                                                                                       49
                                                                                                                              ↆ28%

                                                                                                             21
                                                                                                                                 15



                      1H24                1H25                       1H24           1H25                    1H24               1H25
                                                                                                       *Attributable to Shareholder of the Company


         ESSA continues to maintain the highest standards of plant safety and reliability. The ammonia plant
         completed 8.8 million cumulative manhours without Loss Time Injury (LTI), while the LPG plant clocked
         6.2 million cumulative manhours without LTI (more than six years of continuous operation without a
         trip) – another milestone. Ammonia price was down by 8% while LPG price was marginally up by 1% as
         compared to the corresponding 1H24.
           Quarterly Revenue & EBITDA (USD Million) - TFQ                   Quarterly Ammonia & LPG Realized Price (USD/MT) - TFQ


            78.5                                                                                628
                                71.3                                                                           623               600
                                                69.6         68.0                581




                                                                                 357           368
                                                                                                              341
                                                                                                                                288
             35.7               31.3             25.2         24.1

            3Q24              4Q24           1Q25            2Q25                3Q24          4Q24          1Q25              2Q25
                                 EBITDA     Revenue                                         Ammonia Price            LPG Price

         ESSA declared a cash dividend of IDR 10 per share amounting to IDR 172.26 billion (USD 10.3 million)
         for the Fiscal Year 2024, in April 2025. The payout was doubled on the back of significant deleveraging
         and improved margins in 2024.


PT ESSA Industries Indonesia Tbk.
DBS Bank Tower 18th Floor                       T +62 21 2988 5600
Jl. Prof. Dr. Satrio Kav. 3-5                   F +62 21 2988 5601
Jakarta 12940, Indonesia                        www.essa.id                                                                                   Page 1 of 4
Page 2
         ESSA is committed to achieving manufacturing excellence, promoting environmental sustainability, and
         staying ahead of industry trends. Kanishk Laroya – President Director & CEO of ESSA said “H1 2025
         represented strong operational performance despite lower and inconsistent gas supply, along with a
         soft ammonia market. We are optimistic that H2 2025 shall provide stronger results on the back of our
         normalized gas supply and ammonia prices beginning their recovery since June.
         ESSA was recently felicitated with the Gold Award at Indonesia Regulatory Compliance Award (IRCA)
         2025 as a “Notable Enterprise for Excellence in Regulatory Compliance”. This is a testament to our strong
         governance practices.
         Looking ahead, we remain focused on our efforts towards a more sustainable future. This includes
         transforming our existing ammonia plant into a low carbon plant, with a target to sequester ~1 million
         TPA CO2. ESSA, through its subsidiary PT ESSA SAF Makmur (“ESM”), shall also set up a state-of-the-art
         greenfield manufacturing facility to produce up to ±200,000 MT per annum of Sustainable Aviation Fuel
         (SAF).”


         For further information, please visit our website www.essa.id or contact:

         Shinta D. U. Siringoringo          M. Aditya
         Corporate Secretary                Media Relations Team
         Phone: +62 21 2988 5600            Phone: +62 812 9548 6465
         Email: corpsec.eii@essa.id         Email: investor.relations@essa.id




PT ESSA Industries Indonesia Tbk.
DBS Bank Tower 18th Floor             T +62 21 2988 5600
Jl. Prof. Dr. Satrio Kav. 3-5         F +62 21 2988 5601
Jakarta 12940, Indonesia              www.essa.id                                                              Page 2 of 4
Page 3
               ESSA Catatkan Penurunan Pendapatan Moderat pada 1H 2025

         Jakarta, 25 Juli 2025 – PT ESSA Industries Indonesia Tbk. (“ESSA”), perusahaan tercatat yang
         bergerak di sektor Energi dan Kimia melalui kilang LPG (Liquefied Petroleum Gas) dan pabrik Amoniak,
         melaporkan pendapatan 1H25 sebesar USD 138 juta (penurunan 9% YoY). EBITDA untuk paruh pertama
         tercatat sebesar USD 49 juta (penurunan 20% YoY), sementara Laba Bersih yang dapat diatribusikan
         kepada Pemegang Saham Perseroan tercatat sebesar USD 15 juta (penurunan 28% YoY). Kinerja 1H25
         terdampak oleh harga amoniak yang lebih rendah namun juga terdampak secara tidak biasa oleh
         pasokan gas yang lebih rendah ke pabrik amoniak akibat pemeliharaan bertahap di pemasok gas hulu,
         sehingga memengaruhi produksi amoniak. Pekerjaan pemeliharaan di pemasok gas hulu telah selesai
         dan pasokan gas telah kembali normal sejak Bulan Juli. Harga amoniak juga mulai pulih ke level normal
         sejak Bulan Juni.

                      Revenue (USD Million)                          EBITDA (USD Million)              Net Profit* (USD Million)

                                          ↆ9%
                        152

                                           138                                      ↆ20%
                                                                       62

                                                                                       49
                                                                                                                              ↆ28%

                                                                                                             21
                                                                                                                                 15



                      1H24                1H25                       1H24           1H25                    1H24               1H25
                                                                                                       *Attributable to Shareholder of the Company


         ESSA terus menjaga standar tertinggi dalam keselamatan dan keandalan operasional pabrik. Pabrik
         amoniak mencatatkan 8,8 juta jam kerja kumulatif tanpa Kehilangan Waktu Kerja akibat Cedera (Loss
         Time Injury/LTI), sementara kilang LPG mencatat 6,2 juta jam kerja kumulatif tanpa LTI (lebih dari enam
         tahun operasi berkelanjutan tanpa trip) – sebuah pencapaian lagi. Harga amoniak tercatat mengalami
         penurunan sebesar 8%, sementara harga LPG sedikit meningkat sebesar 1% dibandingkan 1H24.
           Quarterly Revenue & EBITDA (USD Million) - TFQ                   Quarterly Ammonia & LPG Realized Price (USD/MT) - TFQ


            78.5                                                                                628
                                71.3                                                                           623               600
                                                69.6         68.0                581




                                                                                 357           368
                                                                                                              341
                                                                                                                                288
             35.7               31.3             25.2         24.1

            3Q24              4Q24           1Q25            2Q25                3Q24          4Q24          1Q25              2Q25
                                 EBITDA     Revenue                                         Ammonia Price            LPG Price




PT ESSA Industries Indonesia Tbk.
DBS Bank Tower 18th Floor                       T +62 21 2988 5600
Jl. Prof. Dr. Satrio Kav. 3-5                   F +62 21 2988 5601
Jakarta 12940, Indonesia                        www.essa.id                                                                                   Page 3 of 4
Page 4
         Pada bulan April 2025, ESSA mengumumkan dividen tunai sebesar IDR 10 per saham senilai total IDR
         172,26 miliar (USD 10,3 juta) untuk Tahun Buku 2024. Jumlah dividen ini meningkat dua kali lipat
         didorong oleh deleveraging yang signifikan dan peningkatan margin sepanjang Tahun 2024.


         ESSA berkomitmen untuk mencapai manufacturing excellence, mendorong keberlanjutan lingkungan,
         dan tetap berada di garis depan tren industri. Kanishk Laroya – Presiden Direktur & CEO ESSA
         mengatakan, “H1 2025 menunjukkan kinerja operasional yang solid meskipun dihadapkan pada
         pasokan gas yang lebih rendah dan tidak konsisten, serta pasar amoniak yang lemah. Kami optimistis
         bahwa pada H2 2025 akan memberikan hasil yang lebih solid seiring normalisasi pasokan gas dan mulai
         pulihnya harga amoniak sejak Bulan Juni.
         ESSA belum lama ini dianugerahi Gold Award dalam ajang Indonesia Regulatory Compliance Award
         (IRCA) 2025 sebagai “Notable Enterprise for Excellence in Regulatory Compliance”. Penghargaan ini
         menjadi bukti atas praktik tata kelola perusahaan yang kuat dan konsisten yang dijalankan oleh ESSA.
         Ke depan, ESSA tetap fokus pada upaya menuju masa depan yang lebih berkelanjutan. Hal ini termasuk
         transformasi pabrik amoniak yang ada menjadi pabrik rendah karbon, dengan target penangkapan dan
         penyimpanan sekitar 1 juta ton CO₂ per tahun. ESSA, melalui entitas anaknya PT ESSA SAF Makmur
         (ESM), juga akan membangun fasilitas manufaktur greenfield berteknologi mutakhir untuk
         memproduksi hingga ±200.000 metrik ton per tahun Sustainable Aviation Fuel (SAF).”


         Untuk informasi lebih lanjut, kunjungi website kami di www.essa.id atau hubungi:

         Shinta D. U. Siringoringo          M. Aditya
         Corporate Secretary                Media Relations Team
         Phone: +62 21 2988 5600            Phone: +62 812 9548 6465
         Email: corpsec.eii@essa.id         Email: investor.relations@essa.id




PT ESSA Industries Indonesia Tbk.
DBS Bank Tower 18th Floor             T +62 21 2988 5600
Jl. Prof. Dr. Satrio Kav. 3-5         F +62 21 2988 5601
Jakarta 12940, Indonesia              www.essa.id                                                          Page 4 of 4

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Names mentioned 7 people and organisations named in the text · linked when the evidence is strong

linked org PT ESSA Industries Indonesia Tbk. p.1 ×11
linked person Kanishk Laroya p.2 ×2
possible org DBS Bank p.1 ×4
possible person Prof. Dr. Satrio p.1 ×4
unresolved org Industries Indonesia Tbk. p.1 ×6
unresolved org PT ESSA SAF Makmur p.2 ×2
unresolved person Media Relations Team · Corporate Secretary p.2 ×2

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