Source file signed link, expires in 15 minutes
Extracted text 7
Page 1
Jakarta, 18 June 2026
Nomor : 005/NMS-CSC/VI/2026
To:
The Board of Directors of Indonesia Stock Exchange
Indonesia Stock Exchange Building, Tower 1, 6th Floor
Jl. Jend. Sudirman Kav. 52-53
Jakarta 12190
Perihal : Report on the Results of the Public Expose of PT Newport Marine Services
Tbk (the “Company”)
Dear Sir/Madam,
Referring to the Decree of the Board of Directors of the Indonesia Stock Exchange No. Kep-
00015/BEI/01-2021 regarding the Amendment to Regulation No. I-E concerning Information
Disclosure Obligations, the Company hereby submits the report on the implementation of its Public
Expose, which was held as follows:
Day/Date : Friday, 12 June 2026
Tempat : Zoom Meeting Application
https://us06web.zoom.us/j/85613311385?pwd=yPoCc1M4H6rUmm
bKg3l6sbW01s0ear.1
Waktu : 11.10 WIB – 11.35 WIB
Agenda : Presentation of the Company’s Performance
Speakers at the Public Expose :
1. Sujaya Soekarno Putra as President Director of the Company.
2. Ahmad Wisya Pratama as Director of the Company.
Attached hereto are the report of the Question-and-Answer Session, attendance list, and
documentation of the Public Expose.
We hereby submit this information for your attention. Thank you for your kind consideration.
Yours faithfully,
PT Newport Marine Services Tbk
Ahmad Wisya Pratama
Director/Corporate Secretary
Page 2
APPENDIX – 1
QUESTION AND ANSWER SESSION
No Name Agency Question Answer
1. Daniel Analyst Management reported on The increase in revenue during
Slides 8, 9, 10, and 19 that the 2025 was primarily driven by
Company's revenue grew growth in our charter vessel
impressively by 54.55% in business. By nature, charter
2025; however, Gross Profit vessel activities generally
Margin slightly declined from generate lower margins compared
27% to 22%. Amid to our owned-vessel operations.
fluctuations in global oil During 2025, we deliberately
prices, which were cited as pursued charter vessel
one of the external factors opportunities to strengthen our
affecting the business, could cash flow position, thereby
Management provide insights improving the Company's liquidity.
into the key cost drivers This enhanced liquidity supports
behind the margin decline and our business operations and
explain the Company's provides a solid foundation for
strategy for maintaining future business expansion
profitability should oil prices initiatives in 2026 and subsequent
and charter rates remain years, including 2027, 2028, 2029,
volatile throughout 2026? and beyond.
To address volatility in oil prices
and charter rates, we have
diversified our contract tenures
across various periods, ranging
from one month, three months, six
months, and up to one year. This
strategy enables us to mitigate
fluctuations in charter rates. Long-
term contracts, including one-year
and even multi-year contracts of
up to three years, allow us to lock
in charter rates over the contract
period. At the same time, shorter-
term contracts enable us to
capture potential upside should
market rates increase.
Currently, the supply of offshore
support vessels is declining, while
demand from our clients engaged
in offshore drilling, construction,
Page 3
and maintenance activities
continues to increase. This supply-
demand imbalance is expected to
support further increases in vessel
charter rates. Accordingly, we
remain confident in our ability to
continue expanding our business
and achieving our targets in 2026.
Furthermore, global oil prices
remain relatively stable at around
USD 100 per barrel and may
potentially rise further, reinforcing
our confidence that all planned
activities and targets can be
successfully achieved.
2. Daniel Analyst Management reported on Currently, our revenue generated
Slides 6, 7, 8, and 10 that the from Southeast Asia exceeds our
Company has begun revenue generated in Indonesia.
expanding its operational Within the Southeast Asian oil and
footprint into Myanmar and gas sector, particularly in
China as part of its 2025 Myanmar, Thailand, and Malaysia,
growth momentum. Given the several of our owned vessels as
geopolitical uncertainties well as chartered vessels are
highlighted among the operating internationally.
Company's operational
challenges, could For example, some of our vessels
Management elaborate on the are currently operating in Thailand
opportunities and risk profiles under overseas contracts.
associated with these new Revenue generated from these
markets and explain the international contracts is
expected contribution to denominated in U.S. Dollars,
future revenues? whereas domestic contracts in
Indonesia are generally
denominated in Indonesian
Rupiah. Consequently, our U.S.
Dollar-based revenue stream
remains stable and continues to
grow, which strengthens our
confidence in achieving our
targets for 2026.
3. Daniel Analyst Management reported on Regarding the decrease in total
Slides 12, 18, and 19 assets during the 2025 financial
regarding the Company's year, this was primarily attributable
Page 4
strategic plans for 2026– to the asset revaluation conducted
2028, including fleet in 2025. We adjusted asset values
expansion, acquisition of new to reflect accumulated
vessels, and the development depreciation and prevailing market
of a subsea business venture. conditions. As part of our prudent
At the same time, total assets and conservative financial
slightly declined in 2025 while approach, we intentionally
leverage ratios improved avoided assigning overly
significantly (DAR of 0.31 and optimistic values to our assets.
DER of 0.46). Could
Management provide At the same time, the Company's
preliminary insights into the financial ratios have improved,
planned financing structure with leverage declining and
for these expansion profitability indicators
initiatives? Specifically, will strengthening. As a result,
the Company rely primarily on opportunities for fleet expansion
internal cash resources, bank remain widely available. The
financing, or capital market decision regarding the funding
funding options, considering source—whether internal cash
the current interest rate reserves, bank financing, or
environment? alternative capital market
funding—will be determined closer
to the acquisition stage, as each
vessel type possesses different
financial characteristics requiring
tailored financing structures.
For our expansion plans in both
2026 and 2027, we also intend to
pursue growth through strategic
partnerships. Examples include
partnerships in drilling services
and subsea operations. Our initial
focus will be on expanding within
Indonesia, followed by extending
these strategic partnerships
throughout Southeast Asia.
Regarding fleet expansion, we are
currently evaluating opportunities
and maintain plans to expand our
fleet either this year or next year,
particularly vessels intended for
operations in Southeast Asia.
4. Public The Company successfully The primary contributor to this
recorded revenue growth of performance was our charter
Page 5
54.55% and net profit growth vessel business, particularly
of 73.46% in 2025. What were through the chartering of third-
the primary factors party vessels. However, our
contributing to these owned-vessel operations also
achievements, and to what played a significant role,
extent can these factors supported by several contract
support the Company's renewals and increases in daily
sustainable growth in 2026 charter rates.
and beyond?
These factors strongly support the
Company's sustainable growth
prospects. The charter vessel
business generates healthy cash
flows, while increases in daily
charter rates and the continued
development of our owned-vessel
fleet contribute directly to
enhanced profitability. These
improvements are clearly reflected
in the Company's stronger
financial performance and
financial statements.
Page 6
APPENDIX – 2 ZOOM ATTENDANCE LIST
Page 7
APPENDIX – 3 PUBLIC EXPOSE DOCUMENTATION
Names mentioned 5 people and organisations named in the text · linked when the evidence is strong
unresolved
org
Indonesia Stock Exchange
p.1 ×3
unresolved
—
Daniel
p.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.