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RESUME HASIL PUBLIC EXPOSE TAHUNAN
SUMMARY OF THE RESULTS OF THE ANNUAL PUBLIC EXPOSE
PT TRIMEGAH BANGUN PERSADA Tbk
A. LATAR BELAKANG A. BACKGROUND
Dalam rangka memenuhi Perubahan In compliance with the provision of
Peraturan Nomor I-E tentang Kewajiban Amendment to Rule No. I-E concerning
Penyampaian Informasi ketentuan butir III.3, Mandatory Submission of Information,
Lampiran Keputusan Direksi PT Bursa Efek provision item III.3, the Attachment to
Indonesia No. Kep-00087/BEI/12-2025 tanggal Decree of the Indonesia Stock Exchange
12 Desember 2025, bersama ini kami Directors No. Kep-00087/BEI/12-2025
informasikan bahwa PT Trimegah Bangun dated December 12th, 2025, herewith we
Persada Tbk (“Perseroan”) telah inform you that PT Trimegah Bangun
melaksanakan Public Expose Tahunan secara Persada Tbk (the “Company”) has
virtual pada: successfully conducted its virtually Annual
Public Expose on/at:
B. WAKTU DAN TEMPAT B. TIME AND VENUE
Hari/Tanggal Day/Date : Selasa, 30 Juni 2026 / Tuesday, June 30th, 2026
Waktu / Time : Pukul 11:30 WIB – 12:30 WIB / 11:30 AM to 12:30 PM
Agenda : 1. Perkembangan Proyek / Project Updates
2. Ikhtisar Bisnis / Business Highlights
3. ESG & Keberlanjutan / ESG & Sustainability
Tempat / Venue Secara virtual melalui Webinar Zoom / Virtually by Webinar Zoom
C. MANAJEMEN PERSEROAN YANG HADIR C. MANAGEMENT OF THE COMPANY
DALAM PUBLIC EXPOSE TAHUNAN PRESENT AT THE ANNUAL PUBLIC
EXPOSE
Roy Arman Arfandy : Direktur Utama / President Director
Suparsin Darmo Liwan : Direktur / Director
Tonny H Gultom : Direktur / Director
D. PESERTA YANG HADIR DALAM PUBLIC D. PARTICIPANTS PRESENT AT THE
EXPOSE TAHUNAN ANNUAL PUBLIC EXPOSE
Public Expose Perseroan dihadiri secara The Public Expose was attended through
online oleh 26 orang peserta yang terdiri dari online by 26 participants, which consist of
Investor dan Media. Investors and Media.
E. SESI TANYA JAWAB E. QUESTION & ANSWER SESSION
1. Investor (Naufal A)
Pertanyaan: Question:
Bagaimana update perkembangan dari What is a progress update on the IRMA
proses audit IRMA? audit process?
Jawaban: Answer:
Sehubungan dengan proses audit IRMA, With regard to the IRMA audit process,
Perseroan menyampaikan bahwa audit the Company convey that the audit has
tersebut telah dilaksanakan sejak tahun been ongoing since 2024 and remains
2024 dan masih berlangsung hingga saat in progress. The Company is currently
ini. Perseroan tengah dalam tahapan in the corrective action period, in
corrective action period, sesuai dengan accordance with the auditor's
rekomendasi yang disampaikan oleh recommendations provided during the
auditor pada saat audit permulaan, guna initial audit, in order to carry out
melakukan penyempurnaan dan koreksi improvements and corrections prior to
sebelum proses tersebut diverifikasi re-verification by the auditor. The
kembali oleh auditor. Perseroan berharap Company expects the auditor to
auditor dapat melaksanakan verifikasi conduct a re-verification within this
ulang pada tahun ini. year.
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2. Investor (Bagus Permadi Prayitno)
Pertanyaan: Question:
Dengan dominasi LFP di China yang kini Given that LFP chemistry currently
mencapai sekitar 80% instalasi baterai EV, captures roughly 80% of the EV battery
mengapa investor masih harus percaya market in China, what is the basis for
bahwa permintaan MHP dan nikel sulfat investor confidence that the demand for
akan bertumbuh cukup kuat untuk MHP and nickel sulfate will remain
menyerap seluruh kapasitas HPAL yang sufficient to absorb the total output from
sedang dibangun di Indonesia? Indonesia’s expanding HPAL capacity?
Jawaban: Answers:
Terkait dengan persaingan antara baterai With regard to the competitive
berbasis Lithium Ferro Phosphate (LFP) dynamics between Lithium Ferro
dan baterai berbasis nikel, Perseroan Phosphate (LFP)-based batteries and
memandang bahwa kedua jenis baterai nickel-based batteries, the Company
tersebut pada dasarnya melayani segmen believes that these two battery types
pasar yang berbeda. Baterai berbasis nikel essentially serve distinct market
umumnya digunakan pada kendaraan segments. Nickel-based batteries are
listrik kelas menengah ke atas dengan generally used in mid- to upper-class
kapasitas penyimpanan energi yang lebih electric vehicles requiring greater
besar, sebagaimana banyak dijumpai di energy storage capacity, as commonly
pasar Eropa dan Amerika Serikat yang found in the European and United
memiliki karakteristik jarak tempuh States markets, which are
panjang (long distance) dengan characterized by long travel distances
ketersediaan charging station yang relatif and relatively limited charging station
terbatas. Sebaliknya, baterai berbasis LFP infrastructure. Conversely, LFP-based
lebih banyak digunakan di Tiongkok yang batteries are more widely used in
memiliki infrastruktur charging station China, which has a greater number of
dalam jumlah lebih memadai, sehingga charging stations, allowing vehicles
kendaraan dengan kapasitas baterai lebih with smaller battery capacities to
kecil tetap dapat beroperasi optimal operate optimally due to the higher
karena frekuensi pengisian daya yang frequency of charging that can be
lebih sering dapat dilakukan. performed.
Selain segmentasi pasar tersebut, baterai Apart from this market segmentation,
Nickel Cobalt Manganese (NCM) juga Nickel Cobalt Manganese (NCM)
dinilai lebih unggul dari aspek batteries are also considered
keberlanjutan karena memiliki tingkat daur advantageous in terms of sustainability
ulang (recyclability) yang lebih tinggi, di due to their higher recyclability, that
mana baterai NCM bekas dapat diolah whereby used NCM batteries can be
kembali menjadi black mass atau black reprocessed into black mass or black
powder untuk diproses lebih lanjut menjadi powder for further processing into
nikel sulfat. Hal tersebut menjadi salah nickel sulfate. This represents one of
satu keunggulan baterai berbasis nikel the key advantages of nickel-based
yang akan mendukung proses produksi batteries, which is expected to support
yang lebih ramah lingkungan (green) di a more environmentally friendly (green)
masa mendatang, mengingat dalam 20 production process in the future,
(dua puluh) hingga 30 (tiga puluh) tahun ke considering that within the next 20
depan, kebutuhan nikel untuk baterai (twenty) to 30 (thirty) years, nickel
diproyeksikan dapat dipenuhi melalui daur demand for batteries is projected to be
ulang baterai berbasis nikel yang telah met through the recycling of end-of-life
habis masa pakainya, tanpa memerlukan nickel-based batteries, without the need
penambangan baru. for new mining activities.
3. Media – IDN Financials (Zetta Hannany)
Pertanyaan: Questions:
a) Apakah terdapat dampak gangguan a) Does the supply disruption of sulfur
pasokan sulfur yang disebabkan oleh resulting from the conflict in the
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 2 of 7
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konflik Timur Tengah kepada Middle East have any impact on the
operasional HPAL milik Perseroan? Company’s HPAL operations? What
Bagaimana outlook kinerja HPAL is the performance outlook for the
sampai dengan akhir tahun? HPAL plant through the end of the
Bagaimana strategi untuk menjaga year, and what is the strategy to
supply sulfur ke depan nya? secure future sulfur supply?
Jawab: Answers:
Sehubungan dengan dampak pasokan With regard to the impact of the
sulfur, Perseroan menyampaikan sulfur supply disruption, the
bahwa sejak terjadinya konflik dan Company convey that since the
penutupan Selat Hormuz pada tahun outbreak of the conflict and the
2026, distribusi sulfur memang closure of the Strait of Hormuz in
mengalami sedikit hambatan. Namun 2026, sulfur distribution has
demikian, sejak akhir tahun 2025, experienced minor disruptions.
Perseroan telah mengantisipasi tren Nevertheless, since the end of 2025,
kenaikan harga sulfur dengan the Company had anticipated the
memastikan ketersediaan pasokan dan upward trend in sulfur prices by
stok sulfur di site mencukupi kebutuhan ensuring that sulfur supply and stock
produksi untuk jangka waktu minimal 3 at its sites were sufficient to meet
(tiga) hingga 4 (empat) bulan. production requirements for a
minimum period of 3 (three) to 4
(four) months.
Lebih lanjut, kenaikan harga sulfur Furthermore, the increase in sulfur
terjadi secara bertahap. Hingga saat prices subsequently occurred
ini, Perseroan tidak mengalami gradually. To date, the Company has
kendala dalam melakukan restock not experienced any difficulty in
sulfur, mengingat Perseroan memiliki restocking sulfur, given its diversified
diversifikasi pemasok sulfur dan tidak supplier base, which is not
bergantung pada satu negara atau dependent on a single country or the
kawasan Timur Tengah semata. Middle East region alone. Through
Dengan strategi tersebut, ketersediaan this strategy, the Company's sulfur
stok sulfur Perseroan tetap terjaga, stock remains secure, with current
dengan cadangan yang saat ini reserves estimated to be sufficient to
diperkirakan dapat mencukupi meet requirements for approximately
kebutuhan hingga sekitar 4 (empat) the next 4 months.
bulan ke depan.
b) Meskipun Average Selling Price (ASP) b) Despite lower Average Selling
lebih rendah, kontribusi penambangan Prices (ASP), nickel mining's
nikel terhadap pendapatan di 2025 contribution to revenue in 2025 and
dan Kuartal I 2026 bertumbuh lebih the 1st Quarter of 2026 has
pesat dari kontribusi segmen exceeded the growth rate of the
pengolahan nikel. Apakah hal tersebut nickel processing segment. Does
menunjukkan bahwa penjualan bijih this indicate that raw nickel ore
nikel kini lebih menguntungkan sales have become more profitable
daripada pengolahan/hilirisasi? compared to downstream
processing/smelting activities?
Jawaban: Answer:
Sehubungan dengan kontribusi With regard to the contribution of the
segmen penambangan nikel, nickel mining segment, the
Perseroan menyampaikan bahwa Company notes that this segment
segmen tersebut mengalami recorded a significant increase, in
peningkatan yang cukup signifikan, line with higher production at the
sejalan dengan peningkatan produksi Company's latest Rotary Kiln Electric
pada fasilitas Rotary Kiln Electric Furnace (RKEF) facility, namely PT
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 3 of 7
Page 4
Furnace (RKEF) terbaru yaitu Karunia Permai Sentosa, which
PT Karunia Permai Sentosa, yang requires a larger supply of nickel ore
membutuhkan pasokan bijih nikel yang from the mining segment. Therefore,
lebih besar dari segmen the Company's nickel ore sales
penambangan. Dengan demikian, volume has increased, and the
volume penjualan bijih nikel Perseroan mining segment's contribution is
meningkat, sehingga pada tahun 2026 projected to grow significantly in
kontribusi segmen penambangan nikel 2026 compared to the previous year.
diproyeksikan tumbuh secara
signifikan dibandingkan tahun
sebelumnya.
Lebih lanjut, bahwa secara persentase, Furthermore, that in percentage
margin segmen penambangan nikel terms, the margin of the nickel
memang lebih tinggi dibandingkan mining segment is indeed higher
segmen pengolahan nikel, mengingat than that of the nickel processing
biaya produksi pada segmen segment, given the relatively lower
penambangan relatif lebih rendah production costs in the mining
dibandingkan segmen pengolahan. segment. However, in nominal terms
Namun demikian, dari sisi nilai nominal (in both US Dollar and Rupiah), the
(baik dalam Dolar Amerika Serikat contribution of the nickel mining
maupun Rupiah), kontribusi segmen segment remains smaller than that
penambangan nikel tetap lebih kecil of the nickel processing segment, as
dibandingkan segmen pengolahan despite the large sales volume of
nikel, karena meskipun volume nickel ore, the selling price per ton of
penjualan bijih nikel besar, harga jual nickel ore is significantly lower than
per ton bijih nikel jauh lebih rendah the selling price of nickel processing
dibandingkan harga jual produk hasil products.
pengolahan nikel.
4. Investor (Nurul21)
Pertanyaan: Question:
Bagaimana dampak naik nya Dolar What is the impact of the strengthening
Amerika Serikat (USD) terhadap USD on the Company’s operations?
operasional Perseroan?
Jawab: Answer:
Sehubungan dengan dampak penguatan With regard to the impact of the
nilai tukar Dolar Amerika Serikat (USD) strengthening of the United States
terhadap Rupiah, Perseroan Dollar (USD) against the Rupiah, the
menyampaikan bahwa kondisi tersebut Company convey that this condition
pada dasarnya tidak memberikan dampak does not have a negative impact on the
negatif bagi Perseroan. Hal ini disebabkan Company. This is because the
pendapatan Perseroan dari segmen Company's revenue from the nickel
pengolahan nikel secara keseluruhan processing segment is derived entirely
berasal dari kegiatan ekspor, dengan hasil from export activities, with sales
penjualan (sales proceeds) yang dilakukan proceeds conducted in USD.
dalam mata uang USD.
Sementara itu, dari sisi segmen Meanwhile, with respect to the nickel
penambangan nikel, meskipun mining segment, although sales
pembayaran penjualan diterima dalam payments are received in Rupiah, the
mata uang Rupiah, harga jual bijih nikel selling price of nickel ore is essentially
pada dasarnya mengacu pada nilai USD, benchmarked to the US Dollar, given
mengingat harga patokan mineral that the mineral reference price follows
mengacu pada harga London Metal the London Metal Exchange (LME)
Exchange (LME) yang kemudian price, which is subsequently converted
dikonversikan ke dalam Rupiah. Dengan into Rupiah. Accordingly, on an overall
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 4 of 7
Page 5
demikian, secara keseluruhan, penguatan basis, the strengthening of the USD
nilai tukar USD tidak memberikan dampak exchange rate does not have a
yang negatif bagi Perseroan. negative impact on the Company.
Demikian resume hasil Public Expose Tahunan The Minutes of Annual Public Expose are
Perseroan ini dibuat. prepared.
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 5 of 7
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DOKUMENTASI / DOCUMENTATION
PUBLIC EXPOSE TAHUN 2026 / ANNUAL PUBLIC EXPOSE 2026
30 JUNI 2026 / JUNE 30th, 2026
PT TRIMEGAH BANGUN PERSADA Tbk
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 6 of 7
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SALINAN DAFTAR HADIR PESERTA PUBLIC EXPOSE / ATTENDANCE LIST OF
PARTICIPANTS OF ANNUAL PUBLIC EXPOSE
PT TRIMEGAH BANGUN PERSADA Tbk
No Nama Instansi
1 Tri Subhki Petromindo.com
2 Josua Hutapea Individual Investor
3 Maikel Joy Individual Investor
4 Achmad Zakaria Individual Investor
5 Zetta Hannany IDNFinancials
6 Aditya Rosyid Individual Investor
7 Michael Jonathan Individual Investor
8 Iman Firmansyah Individual Investor
9 Achmad Qomaruz Individual Investor
10 Angga Prasetya Individual Investor
11 Dimas Andi Shadewo Kontan
12 Nicolas Jordi Individual Investor
13 Deffandi Nasrul Individual Investor
14 Bagus Permadi Prayitno Individual Investor
15 Lucky Ginting Petromindo
16 Lili Hermawan Dunia Energi
17 Deddy Hassan Media
18 Suparjo Ramalan Kompas.com
19 Ridwan Harahap OG Indonesia (www.ogindonesia.com)
20 Prismono Riyanto PETROMINER
21 Kamila Meilina Katadata
22 Jiratchaya Thamhaisuk Bangkok Bank PCL
23 Whisnu Bagus Investortrust
24 Nurul Safadhira Individual Investor
25 Naufal A Individual Investor
26 Nurul21 Individual Investor
Lampiran No. Ref 0279/S/CORSEC/TBP/VII/2026 – 3 April 2026 7 of 7
Names mentioned 35 people and organisations named in the text · linked when the evidence is strong
unresolved
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Indonesia Stock Exchange
p.1
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PT Trimegah Bangun
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Persada Tbk
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PT Lampiran No. Ref
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Tri Subhki
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Maikel Joy
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Achmad Zakaria
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Zetta Hannany
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Aditya Rosyid
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Michael Jonathan
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Iman Firmansyah
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Achmad Qomaruz
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Angga Prasetya
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Dimas Andi Shadewo
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Nicolas Jordi
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Deffandi Nasrul
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Bagus Permadi Prayitno
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Lucky Ginting
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Lili Hermawan
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Deddy Hassan
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Whisnu Bagus
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Nurul Safadhira
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Naufal A
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Nurul21
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