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Page 1
   PUBLIC EXPOSE
PT CITRA TUBINDO TBK
    Jakarta, June 12 2025
Page 2
             AGENDA
1. Company Overview
2. Sales, Operations and Financial
   Overview
3. 2025 Business Outlook
4. Board of Directors and Board of
   Commissioners Structure
5. Questions & Answers Session
Page 3
COMPANY
OVERVIEW
Page 4
  Company Profile PT Citra Tubindo Tbk
Incorporation Date                23 August 1983
Location                          Kepulauan Riau Province, Batam Island
Status and Form of Legal Entity   Limited Liability Company (PT) and Public Company
Line of Business                  •   Pipe threading
                                  •   Accessories Manufacturing Services
                                  •   Heat Treatment Process
                                  •   Pipe Coating & Surface Treatment
                                  •   Protectors Manufacturing Services
Address of Head Office & Factory   Hang Kesturi I No. 2, Kawasan Industri Terpadu Kabil,
                                  Batam 29467 Telp: (0778) 711121-711123

Address of Representative Office   World Trade Center 16th Floor
                                  Jl. Jend Sudirman Kav 29-31
                                  Jakarta 12920 Telp: (021) 5250609
Page 5
                         Vallourec SA*

                                     100%                   Organization Structure
                        Vallourec Tubes

                                     100%

                            Kestrel Wave                             Nippon Steel
                                                                                                             Public
                          Investments Ltd                            Corporation

                                     48.23%                                 6.98%                                11.31%

33.48%
                        PT Citra Tubindo Tbk

                                                     99.94%
         100%                                                                                  99%

                                               PT Sarana Citranusa                    PT Citra Pembina
     NS Connection Pte., Ltd.
                                                      Kabil                         Pengangkutan Industri


                                                                                               98%

                                                                                    PT Citramadya Cargindo
Page 6
SALES, OPERATIONS
  AND FINANCIAL
    OVERVIEW
Page 7
        2024 Business Highlights

Positive international and   ●   Relatively stable oil price towards 2024 giving
                                 visibility to the operators
          domestic trend…    ●   High activity in export market
                             ●   Acceleration of drilling in Indonesia (921 wells)
                                 with 93% realization of SKK Migas
                             ●   Restart of geothermal project and good
                                 momentum on CCUS in Indonesia


supported by commercial      ●   Active promotion in Indonesia and
                                 internationally using Vallourec sales network
               activity…     ●   Focus on premium products and services to
                                 serve all sectors (O&G, Geothermal and Carbon
                                 Capture and Storage)


 resulting in strong sales   ●
                             ●
                                 Total of 77kT of OCTG produced
                                 Increase of revenues at 254 MUSD (+21.7% YoY)
          results in 2024.
Page 8
Safety: Implementation of
  New Group Standard


                      Note:
                       ●   Achieved 249 days (1,4
                           million manhours) without
                           LTI (Lost Time Injury)

                       ●   191 near misses reported

                       ●   4,36% risk reduction –
                           better than target (-0,65%)
Page 9
                        Quality:
              Stabilize Internal Process


                             82%
                      79%
       70%
                75%                     API Transition
64%
                                    API 5CT 11th Edition: 100%,
                                    effective implementation
                                          on 01 Jan 2025

                                    API Q1 10th Edition: 100%,
                                    effective implementation
2020   2021    2022   2023   2024        on 18 Sept 2024
Page 10
CAPITAL EXPENDITURE
     (in MUSD)

                 MAIN 2025 CAPITAL
                 EXPENDITURES
                 ●   Purchased one new coupling
                     machine NLX6000 will be
                     installed in Q3
                 ●   Down payment to purchase 2
                     new threading machines in
                     2026
                 ●   Revamping tempering furnace
                     end of 2025
                 ●   Bundling station safety
                     improvement
Page 11
                       FY2024 Results Highlights


 USD Mio      FY2024    FY2023   YoY% Change   300

 Revenue      253.9     208.7       21.7%
                                               200
Gross Profit    62.7      42.8      46.5%


Gross Profit    24.7     20.5%                  100
  Margin

Net Profit      26.2      18.7       40.1%
 Margin                                        0
                                                     Revenue        Net Profit

                                                        FY2024   FY2023
Page 12
                         Key Results


1. No Bank Borrowings
                                USD Mio         FY2024   FY2023
2. Increasing Net Asset
                              Net Asset Value    128.9    102.4
   Value (before dividends)
                                Operating        23.2      0.3
                                Cashflow
3. Positive Operating
   Cashflow
Page 13
                          Dividends

●   PT Citra Tubindo Tbk (CTBN) will declare almost all of its
    FY2024 profits as dividends. This amount to IDR 530 per
    share. This is to reward shareholders who has been
    supportive of the Company all these years.
●   Based on the 800,371,500 shares issued, the total amount
    to be paid for dividends is IDR 4.2 trillion or USD26 million
    equivalent.
●   This is a 100% payout ratio.
Page 14
2025 BUSINESS
  OUTLOOK
Page 15
             2025 Business Trend & Outlook

An uncertain global and local business environment…
●   Unbalanced offer versus demand on the O&G market following Trump’s election and the
    increase of OPEC’s production
●   Local content regulation in Indonesia under review to gain competitiveness
●   Increased pressure from new local manufacturers


… however, stable outlook in 2025
●   Strong backlog end of December 24 giving high visibility towards Q1-Q3 2025
●   SKK Migas’ commitment to reach their drilling and production targets
●   Several long-term agreements (Pertamina affiliates) to be tendered in Indonesia
●   Stable demand from the international market
Page 16
     BOARD OF
   COMMISSIONERS
& BOARD OF DIRECTORS
Page 17
                Board of Commissioners &
                   Board of Directors




    Jerome Favre          Mathieu Florent Jacques Barreau       Sudjono Suhardjo
    Commissioner              President Commissioner        Independent Commissioner




Saiful Mizra bin Kassim            Xavier Bertin                 Susi Yulianti
        Director                 President Director                Director
Page 18
QUESTIONS &
 ANSWERS
Page 19
THANK YOU!

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Published17 Jun 2025
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Names mentioned 11 people and organisations named in the text · linked when the evidence is strong

linked org CITRA TUBINDO TBK p.1 ×11
linked — Vallourec Tubes p.5
linked — Kestrel Wave p.5
linked — Nippon Steel p.5
linked person Sudjono Suhardjo p.17
linked person Susi Yulianti p.17
unresolved org Nippon Steel Public Investments Ltd p.5
unresolved org PT Sarana Citranusa p.5
unresolved org PT Citra Pembina NS Connection Pte. p.5
unresolved org PT Citramadya Cargindo p.5
unresolved org Bank Borrowings USD Mio p.12

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