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                                                                                                                                           gunungrajapaksi.com
                                                                                                                                           PRIVATE AND CONFIDENTIAL




PUBLIC EXPOSE INSIDENTIL
Driving Future Growth Through Sustainable Steel: GRP’s Commitment to Long-Term Sustainability




Member of

                      STRICTLY CONFIDENTIAL
                      This information is confidential; It is not to be distributed to any party other than for the intended purposes.   ©2024 PT Gunung Raja Paksi Tbk
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                                                      Disclaimer
This presentation has been prepared by PT Gunung Raja Paksi Tbk (“Company” or “GGRP”) and consists of written materials/slides for a
presentation concerning GGRP. By reviewing/attending this presentation, you agree to be bound by the following considerations:

No representation or warranty (express or implied) is made as to the fairness, accuracy, or completeness of the information contained in the
presentation or of the views, opinions and conclusions contained in the material. To the maximum extent permitted by law, GRP and its
related entities, and its respective Directors, officers, employees, agents and advisors disclaim any liability for any loss or damage arising
from any use of this material or its contents, including any error or omission there from, or otherwise arising in connection with it.

Some statements in this presentation are forward-looking statements. By their nature, forward-looking statements involve risk and
uncertainty because they relate to events and depend on circumstances that will occur in the future and may be outside GRP’s control.
Actual results and developments may differ materially from those expressed or implied in such statements because of a number of factors,
including levels of demand and market prices, the ability to produce and transport products profitably, the impact of foreign currency
exchange rates on market prices and operating costs, operational problems, political uncertainty and economic conditions in relevant areas
of the world, the actions of competitors, activities by governmental authorities such as changes in taxation or regulation.




Given these risks and uncertainties, undue reliance should not be placed on forward-looking statements which speak only as at the date of
the presentation. Subject to any continuing obligations under applicable law or any relevant stock exchange listing rules, GRP does not
undertake any obligation to publicly release any updates or revisions to any forward looking statements contained in this presentation,
whether as a result of any change in GRP’s expectations in relation to them, or any change in events, conditions or circumstances on which
any such statement is based.

Neither the provision of this document nor any information contained in this document or subsequently communicated to any person in
connection with this document is, or should be taken as, constituting the giving of investment advice to any person.

This is not an offeror invitation to invest in any securities of GRP. GRP does not undertake any obligation to update any information in this
presentation. All information herein should be regarded as indicative and for illustrative purposes only and is subject to change.
                                                                                                                                             2
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    Text

    Topic Agenda
01.   Company Overview

      Unusual Market Activity and Suspended Shares of
02.
      GRP

03.   GRP Financial Highlight

      GRP’s Upcoming Strategy
04.
      Low Carbon Steel Project




3                                                       gunungrajapaksi.com   3
         PRIVATE AND CONFIDENTIAL
Page 4
           Section 1:
Shaping
Tomorrow   Company Overview
Page 5
                           Management Team
                                 Board of Commissioners




                                                                     Mr.
                                                               JAYA YULIANTO
         Mr.
    FREDDY KARYADI
                                                          Independent Commissioner
Independent Commissioner




                              Mr.
                     BUDI RAHARJO LEGOWO
                     President Commissioner




                                                                                     51
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                     Management Team
                               Board of Directors




                                                       Mr.
                                                    ROYMOND
        Mr.
BIPLAP KUMAR DUTTA                                  Director
     Director




                            Mr.
                          FEDAUS
                     President Director



                                                               6
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                         Management Team
                               Key Management


President
                            Director                      Director
 Director




 Fedaus                   Biplab Kumar                    Roymond
                              Dutta


               Chief
                                         Chief Strategy                Head of
            Technology
                                            Officer                  Sustainability
              Officer




              Michael                    Daniel Zhang                   Sheren
            Jianwei Ma                                                  Omega         73
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Leading the Way as One of Indonesia’s Largest Private Steelmakers
                PT Gunung Raja Paksi Tbk (GRP) is one of the largest steel producers in Indonesia, with over 50 years of
                                            experience in producing high-quality steel.


                       Company Overview                                                      Company Product Overview

                                                                                         Flat                                   Downstream
           One of Indonesia's leading integrated steel
           manufacturers, specializing in producing high-quality
           steel products for various industrial applications.

           The company drives innovation and sustainability by          ▪ Dominates the domestic market          •   Strong competitive advantage in
                                                                          with superior-quality slabs                catering to a variety of downstream
           using advanced technologies & efficient processes to                                                      products
           meet the needs of both domestic and global markets.          ▪ Example applications:
                                                                          ▪   Ship building plates               •   Example applications:
                                                                          ▪   Pressure vessel                        •   Foundation piling
           GRP, supported by a dedicated workforce and strong             ▪   Storage tanks                          •   Jetty construction
           corporate values, is committed to excellence and               ▪   Welded pipes                           •   Steel structures
           contributing to national economic growth.                                                                 •   Concrete walls/floor




    Unparalleled track record is        Established partnerships with                                                    End-customer profile
    evidenced by 50 years of            over 10 corporations across                                                       Distributor    Manufacturer   Others
    experience by GRP and its           the globe
    affiliates
                                                                                                                                              12%
    Crude steel production               Established prominence with                                                                                    9%
    capacity of 1.2 MTPA                 various consumers in over 40
                                         countries
                                                                                                                                        79%
    Experienced management
    team equipped with over 1,000                                       Local: 96%
    qualified employees                                                 Export: 4%       Long: 35% & Flat: 65%
                                                                                                                                                                 85
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High-quality Steel for Building the Nation and Globally
                     Product portfolio that continues to grow and adapt to market needs
GUNUNG RAJA PAKSI FLAT STEEL PRODUCT


                                                                                                                                   National and Regional
                                                                                                                                    Steel Distributor &
                                                                                                                                        Wholesaler



                                                                                                                                  Building & Construction




                                                                                                      Diversified Customer Base
       Hot Roll Coil (HRC)                   Steel Plate                       Coil Plate

GUNUNG RAJA PAKSI DOWNSTREAM AND SERVICE CENTER (CUSTOM PRODUCT)

                                                                                                                                      Steel Fabricator
                                                                                                                                         Company



                                                                                                                                  Engineering Procurement
                                                                                                                                        Construction
  Welded Beam         Lipped Channel        ERW Pipe         Spiral Pipe SAW       Cold Rolled Coil

Services:
▪ Cut to Shape
                                                                                                                                          Others
▪ Plate Service Center (Plate Line): Bending, Drilling, Punching, Shearing, and Stamping
▪ Forming Service Center: Beveling, Cut to Length, Drilling, Forming, Punching &
   Stamping
Our range of FLAT & INNOVATIVE products comes with globally acclaimed
                                                                                                                                         10+ global standard
ENVIRONMENTAL PRODUCT DECLARATION (EPD) Certifications                                                                             JIS-JQA, EN, ASTM SIRIM, SNI,etc.
                                                                                                                                                                       9
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      Proven track record of domestic and International Projects
      We have a strong track record of supporting domestic and International corporations in serving variety of landmark projects


                                          Domestic Projects                                                                 International Projects

               Bridges                              Industrial Plants                Transport & Power Plants




 Merah Putih             Rangka (Truss)     Well Harvest       PLTMH Aek Silang II        Jakarta Bandung            Sydney Stadium            Riverbend
   Bridge                   Bridge        Alumina Refinery      Micro Hydropower         High Speed Railway                                  Residential Area




  Light Rail              Teluk Masjid    PLTU Pangkalan        Chemical Storage              Jatigede                  Park Hyatt             LAX Conrac
   Transit                   Bridge            Susu              Tank Terminal            Hydropower Plant




 Pelengkung               Holtekamp           CNBM JV           PLTU Java 7 Coal         PLMTH Lau Gunung              Bridgestone           Dampier Western
Bentang Bridge              Bridge         Grinding Plant         Power Plant             Mini Hydro Power                Project               Australia




                                                                                                                GRP | Corporate Planning &                      10
                                                                                                                                                                 10
                                                                                                                                                                  7
                                                                                                                  Sustainability Division
Page 11
        Unlocking Vast Potential: Indonesian Steel Industry Poised for 4.8x Growth,
        Driven by Low Per Capita Consumption Compared Other ASEAN Countries

    Steel consumption as an economic                Expansive Growth Potential for the Indonesian Steel Industry: Exploring Untapped Horizons Amidst
                indicator                                                             Low Per Capita Consumption

                                                  Per Capita Steel Consumption: A Comparative Analysis Among Select Countries (Data Presented in kg)

                                                                      Nascent                                                        Mature
                                                                                                                                                    1076
                                                                    ~18.3x opportunity for
                                                                    growth to become
                                                                    developed country



                                                                                                                                              667
                                                                    ~4.8x
                                                                    opportunity for
                                                                    growth
•   Steel consumption is one of the most                                                                                       456
    representative macroeconomic
    indicators of a country’s production level.
                                                                                                      273.5   283    291
•   Economic development requires a set of                                                    233.3
                                                                                      210.5
    raw materials and steel is a fundamental
    part of many production processes.                                     100
•   Therefore, it can be considered a cross-                  58.7
    cutting element in various sectors of the
    economy. Its consumption is synonymous
    with production and is therefore an
    elementary macroeconomic indicator that
    must be taken into account.
                                                  Pop’n
                                                              278          112         33      70      5.6    99     334       123        1.450     51.8
                                                  (Million)




                                                                                                                                                           118
Page 12
           Section 2:
           Unusual Market Activity &
Shaping
Tomorrow   Suspended of Shares of GRP
Page 13
       Unusual Market Activity

      Company Explanation of the
        Unusual Market Activity

1. On July 26th, 2024, GGRP has obtained the approval
   from the shareholders to conduct the capital reduction
   in the form of reduction of share value from Rp 500 /
   shares become Rp 140/shares. The difference from
   capital reduction Rp 360/ shares would be distributed to
   all shareholders including public shareholders.

2. On October 11th, GGRP announced the schedule and
   procedure of the capital reduction, where the              640 – 24 Okt
   beginning date for stock trading with new share            24

   price (Rp 140/share) would be applied on November 1st                        585/ 1 Nov 24
   2024, recording date (for shareholders who will receive
   the capital reduction fund) was on November 4th, 2024
   and date of distribution of capital reduction would be
   on November 8th, 2024
                                                                 256 – 28 Okt
                                                                 24
3. The unusual transaction happened due to the activity of                                      212 – 6 Des 24

   capital reduction. The company has informed to the
   public on the Explanation of Volatility transaction with
   company letter No 113/GGRP-COS/XI/2024 on November
   8th, 2024.

4. On the November 11th, 2024, the IDX has announced the
   UMA for GGRP shares.


                                                                                                                 13
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         Suspension of Shares

  Company Explanation of the Suspension of
                 Shares

1. In order to cooling down, as a form of            800                                                31 Okt 2024:
                                                                                                        Rp645/share
   protection for Investors against a significant    700                                                                   B          4 Nov 2024:
   cumulative share price decline of GGRP, the                                                                                        Rp530/share
                                                     600
   IDX has temporarily suspended trading of the                                                                            C
   Company's shares in the Regular Market and        500
                                                                                                                                  D
                                                                                                                                        8 Nov 2024:
                                                                                                              Rp500/                    Rp352/share
   Cash Market on November 19, 2024, through         400      A                                             shares until
                                                                       4 Jul 2024:
   Exchange       Letter     No.      Peng-SPT-      300              Rp426/share
                                                                                                            4 Nov 2024
   00143/BEI.WAS/11-2024 dated 19 November                                                                                                19 Nov 2024:
                                                     200                                                 Rp140/ share effective           Rp212/share
   2024.                                                                                                   as per 5 Nov 2024
                                                     100              Harga
                                                                       Nilai saham
                                                                             Pasar   Nilai Parnominal
                                                                                        Nilai  Saham

2. The temporary suspension of trading of the         0
                                                           Jul 2024                                      Oct 2024      Nov 2024
   Company's shares is intended to provide
   sufficient time for market players to carefully
   consider based on the information available
   in each investment decision-making in the
   Company's shares.

3. Through an electronic letter (e-mail) on
   November 15, 2024, the Exchange requested
   the Company to hold an Incidental Public
   Expose, as a condition for reopening trading of
   the Company's shares (unsuspend)

                                                                                                                                                      14
Page 15
           Section 3:
Shaping
Tomorrow   GRP Financial Highlights
Page 16
     Shaping
     Tomorrow

Macroeconomics and Political challenges in 2024: The surge in steel imports from China
and Election Year

                                                             Two key external factors contributing to the decline in steel demand

                                                             1. Chinese products are flooding the national steel market at low prices
                                                Data in thousand     CAGR

                                                      16%                                        5,311     • IISIA data shows that steel imports from
                                                                                      5,078
                                                                                                             China to Indonesia have consistently
                                                                                                             increased from 2020 to 2024, with a
                                                                            4,170                            CAGR of 16%.
                                                                   3,754                                   • According to IISIA analysis, there are
                                                                                                             suspicions of circumvention in steel
                                                    2,974                                                    imports from China to Indonesia.
                                                                                                           • Chinese steel products are
     • Chinese steel exports faced                                                                           approximately $100/MT cheaper
       restrictions in the European and US                                                                   compared to Indonesian products.
       markets due to decarbonization and          1H 2020     1H 2021      1H 2022   1H 2023    1H 2024
       import regulations introduced in 2023.                                                                        2. Presidential Election factor
     • As a result, these steel products have
       been redirected to Southeast Asia and                                          Steel demand in Indonesia for 1H 2024 has been
       other global markets.                                                          unstable due to delays in several government projects.
     • Southeast Asia remains a key export
       market for Chinese steel, with exports
                                                                                      These delays are primarily due to the presidential
       to Thailand up 60%, Malaysia up 80%,
       and significant increases to Indonesia                                         election, with a leadership transition expected in
       and Vietnam.                                                                   October 2024.


                                                                                                                            gunungrajapaksi.com
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Page 17
    Shaping
    Tomorrow

Financial Performance Summary Until Q3 2024
 EBITDA from                           Profit before tax from                Net profit from
 continuing operations                 continuing operations                 continuing operations
 USD50.1 million                       USD29.6 million                       USD31.0 million
  18.7% EBITDA margin                  11.0% Profit before tax margin         11.6% Net profit margin
     54.6% yoy                             553.2% yoy                             780.8% yoy

         Decrease in liabilities                                      Equity growth
               Along with the deconsolidation of the
                                                                        The    Company’s        capital to
 58.4%
10,2%
               subsidiary      accounts    and   the
               settlement of trade payables and bank       5.6%         consistently provide sustainable
                                                                        benefits for all stakeholders
               loans which resulted in a healthier
               financial position of the Company
                                                                                                                17
                                                                                             gunungrajapaksi.com


                                 Net sales from          Sales volume from
                              continuing operations    continuing operations
                                  USD268.2 million        371.0 thousand tons
                                        yoy                     yoy




                                                                                                                     17
                                                                                                                      12
Page 18
             Shaping
             Tomorrow
 Based on the presented charts below, the Company maintains a healthy financial position, including its debt levels, even after the capital reduction. This
 reflects the Company's strong capability to meet its obligations.

 As of September 2024, the Company's Debt-to-Equity Ratio (DER) stands at 0.13x, significantly below the maximum capital management leverage ratio
 limit of 2.50x.
                                                Debt to Equity Ratio 1 (x)                                                     Debt Service Coverage Ratio (x)

                                                Maximum leverage ratio limit
                                  100%                                                   2.50x                         7.00x

                                   90%
                                                                                                                       6.00x                               5.74x
                                   80%
                                                                                                                       5.00x
                                   70%
                                                                                                                                                                         The Company is able to
                                   60%                                                                                 4.00x                                             record higher DSCR ratio
                                                                                       The Company has                                                                   which shows the
                                   50%                                                 successfully                                                                      Company’s strong ability
                                                                                       maintained a low DER            3.00x                                             to fulfil its obligation,
                                   40%                                                 ratio, reflecting a                                                               including payment of
                                                                                       healthy financial                                                                 principal and interest.
                                   30%                                                 position, even after            2.00x
                                              0.34x                                    the capital reduction.
                                   20%                                                                                                1.13x
                                                                                                                       1.00x
                                   10%
                                                             0.13x          0.18x                                                                                             1.00x
                                    0%                                                                                 0.00x                                                  The minimum ratio limit as
                                                                                                                                                                              stipulated in the bank
                                            Sep 2023       Sep 2024     Sep 2024*)                                                  Sep 2023             Sep 2024             agreements.



*)   The ratio is calculated using proforma financial statements, incorporating the effects of the capital reduction
1)   The debt to equity ratio is defined as the total liabilities divided by the total equity.
2)   The debt service coverage ratio is defined as EBITDA divided by the sum of finance costs and the short-term portion of interest-bearing long-term debt (including lease liabilities).

                                                                                                                                                                                                           18
                                                                                                                                                                                                            13
Page 19
              Shaping
              Tomorrow

     Other Important Ratios
                    Current Ratio 1)                                                    Days Sales Outstanding 2)                                             Days Payables Outstanding 3)

7.00x                                                                      8 Days                                                                50.00x
                           6.50x                        The Company’s                                                  8 Days    The short Days Sales                                    47 Days
                                                        liquidity is strong, as                                                  Outstanding (DSO) ratio
                                                        indicated by the ratio                                                                    45.00x
                                                                                                                                 indicates efficient
6.00x
                                                                           7 Days                                      10 Days
                                                        values exceeding the                                                     management of
                                                                                                                                 accounts receivable
                                                                                                                                                  40.00x
                                                        minimum                                                                                                   37 Days
                                                                           6 Days                                                compared to other
                                                        requirements set by                  6 Days
5.00x                                                                                                                            companies in general, as
                                                        the banks, even after                                                                     35.00x
                                                                                                                                 well as competitors within
                                                        considering the impact                                                   the same industry.
                                                                           5 Days
                                                        of capital reduction                                                                     30.00x
4.00x

                                           3.18x                             4 Days                                                              25.00x
3.00x
                                                                                                                                                 20.00x
                                                                             3 Days

2.00x                                                                                                                                            15.00x
            1.46x                                                            2 Days
                                                                                                                                                 10.00x
1.00x                                                    1.00 x              1 Days
                                                      The minimum ratio limit as                                                                  5.00x
                                                      stipulated in the bank
0.00x                                                 agreements.           0 Days                                                                0.00x
         Sep 2023        Sep 2024      Sep 2024*)                                          Sep 2023                Sep 2024                                      Sep 2023               Sep 2024
                                                                                                                                                              The Company has successfully maintained
                                                                                                                                                              Days Payables Outstanding (DPO) ratio
*)   The ratio is calculated using proforma financial statements, incorporating the effects of the capital reduction                                          around one month, demonstrating a strong
1)   Current asset divided by current liabilities                                                                                                             ability to manage and fulfill the obligations
2)   The average collection period from customers after sales.                                                                                                effectively.
     (average receivables from prior year + this year) / revenue in current year x number of days in nine months
3)   The average period taken to settle trade payables to suppliers
     (average payables from prior year + this year) / cost of goods sold x number of days in nine months

                                                                                                                                                                                                              19
                                                                                                                                                                                                               14
Page 20
           Section 4:
           GRP’s Upcoming Strategy
Shaping
Tomorrow   Low Carbon Steel Project
Page 21
      Shaping                                                                       Emerging Trends in the Global Steel Market
      Tomorrow

Global Focus on Carbon Issue is Increasing, with CBAM Emerging as a Key
Protective Measure Against Non-Green Steel Products
    This trend offers GRP a unique opportunity to capitalize on its first-mover advantage with Electric Arc Furnace (EAF) technology in
                 Indonesia, as global green industry standards emerge, enabling access to the growing green steel market




              European Government Protection Is Intensifying                                 U.S. Government Protection Is Increasing

                                                                                                                     Additional
Anti Dumping,          Retaliation                            Global      Anti Dumping,         Import Duty                           EPD: Global
                                             CBAM                                                                   Import Duty
CVD, Safeguard           Duties                              Adoption     CVD, Safeguard         2008 25%                              Adoption
                                                                                                                     2024 + 25%
                                                                          Trade Remedies: Target Steel Industry Capacity Utilization: Over 80%
• CBAM Will Serve as a New Protective Instrument for the European Steel
  Industry.                                                                • With the Implementation of Trade Remedies, Section 232, and Section
• The Carbon Certificate Value (CBAM) Is Expected to Reach €300–$400         301 Tariffs, Total Duties on Steel Products from China Could Exceed
  per Ton, Excluding Trade Remedy Costs.                                     200%.


                                                                                                                          gunungrajapaksi.com
                                                                                                                                                    21
                                                                                                                                                     15
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         Shaping                                                                                     Emerging Trends in the Global Steel Market
         Tomorrow

While the majority of steel producers (71.1%) still rely on blast furnaces,
there remains a limited number of low-carbon steel producers
 Global Share of steel production                        The adoption of EAF (Green Steel                   Scrap to play a dominating role in evolving
  by process with Intensity, 2022                    Production) is expected to surge by 2050.                           global crude steel

                                                                                                                BF-BOF     EAF 100% Scrap   DRI (EAF + OBF)   Other
                                                               28.6
                                                                %               64%
                                                        2022
                                                                                                                                                     609       421%
                                                                                              2050                        117
                                                                                                                          411
                                                                                                                                                     863       110%


                                                                                                                         1,347
 Average BF-BOF
                     Average
                     DRI-EAF
                                      Average
                                     Scrap-EAF
                                                                                                                                                     756       -44%
  CO2, Intensity
                   CO2, Intensity   CO2, Intensity
       2.33
                        1.37             0.68
                                                                                                                         2022                       2050

                                                     Upcoming Transition from BF to EAF trend               Focus on decarbonization
                                                     • The steel industry is shifting from traditional      • The steel industry is responsible for 7-9% of global
                                                       BF methods to EAF production to reduce                 CO2 emissions.
                                                       carbon emissions and meet increasing                 • Steel industry needs to reduce its carbon footprint
                                                       demand.                                                by more than 67% in the net-zero scenario, which is
 GRP has adopted EAF technology,
                                                     • EAF's share of global steel production                 expected to drive to green steel production.
 while most global steel producers                     expected to rise from 28% to 64% by 2050.
    still rely on blast furnaces.

                                                                                                                                            gunungrajapaksi.com
                                                                                                                                                                      22
                                                                                                                                                                       16
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                                Southeast Asian steel capacity is poised to expand unsustainably

                              Aggressive expansion of steelmaking capacity in
                                                                                                                     Region-wise EAF shares of steelmaking routes
                            Southeast Asia, predominantly via the BF & BOF route
                          The decarbonization of the steel sector is expected to drive an
                                                                                                                China                      EU+UK                     USA
                          increase in the use of EAF’s globally. However, in Southeast Asia,
                          companies are favoring BF-BOF over EAF.
                                                                                                                             35%                      82%                        78%
                                                                             Process                              10%                        61%                        69%
                                Project          Country        Status               Capacity   Year
                                                                              Type

                          Hoa Phat Dung Quat      Vietnam       Expansion      BOF     5.9      2023

                          Panhua Misamis
                                                 Philippines    Probable       BOF     12.0     2023
                          Oriental
                                                                                                       Japan, Korea, and Taiwan            India                Southeast Asia
                          HBIS-SteelAsia
                                                 Philippines    Probable       BOF     5.4      2024
                          Batangas
                                                                                                                             56%                      35%                        56%
                          Hebei Xin
GRP’s Upcoming Strategy




                                                  Malaysia     Committed       BOF     8.0      2024                                                                    67%
                          Wu'anSteel                                                                                29%                      54%
                          FPG Ha Tinh
                                                  Vietnam       Expansion      BOF     5.9      2024
                          Vietnam

                          Megasteel               Malaysia     Maintenance     EAF     7.3      2024

                                                                                                                                                       Change in EAF share
                          Eastern Steel           Malaysia      Expansion      BOF     2.0      2024     Inner Pie: 2023 Outer Pie: 2050

                          Alliance Steel MCKIP    Malaysia      Expansion      BOF     5.0      2026     Leading Decarbonization in Steel Sector
                                                                                                         • Despite strong projections of rise in BF-BOF capacity in ASEAN-6 countries,
                                                                                                           GRP is leading the change by taking bold steps to decarbonize its operations
                          Meranti Green Steel     Thailand      Probable       EAF     2.0      2027
                                                                                                           and reducing its carbon intensity through several strategic initiatives

                                                                                                                                                                                          23
                                                                                                                                                                                           17
Page 24
                          Sustainability: Growing regulatory pressures make sustainable innovations
                          essential for maintaining a competitive edge in the steel industry
                          Strategic Choices for GRP as Steel Suppliers                           First Mover Implications


                                                                                                  1. Educate the value chain on
                                                                  Product
                                                                                                     the benefits of low-carbon
                                                              Differentiation
                                                                                                     products
                                      "First
                                      Mover"      Green
                                                 Revenue                                          2. Monetize low-carbon
                                                                                                     offerings
                            Total                                  Brand
                           Revenue                            Differentiation
                                                                                                  3. Build a competitive edge by
                                      "Wait                                                          marketing across all stages
                                      and
                                      see"
                                                                                                     of the value chain
                                                   Grey
GRP’s Upcoming Strategy




                                                 Revenue                                          4. Enhance value chain control
                                                                                                     to enable downstream
                                                                                                     monetization
                                                                      Operating Efficiency

                                                                 Reduce Energy Consumption        5. Ensure disciplined value
                                                Production
                                                                                                     capture through KPI
                                                   Costs
                             Total                             Downsizing: Manpower Efficiency       measurement and support
                             Costs                                                                   systems
                                                                     Cheaper Raw Material

                                                                                                                                   24
                                                                                                                                    18
Page 25
                          Product Compliance Regulation
                          To strengthen competitiveness in the domestic market and ensure compliance with government regulations, GRP products
                          are equipped with SNI Certificate (National Standards) and TKDN Certificate (Domestic Component Level). In addition to
                          that, Green Industry Standard for steel industry will increase the competitiveness.



                                      TKDN Certificate                                   Green Industry                                   SNI Certificate




                          • The Domestic Component Level (TKDN)          • The development of the Green Industry           • The Indonesian National Standard (SNI)
                            is regulated under Presidential                Standard (SIH) will prioritize several areas,     regulation, as mandated by Indonesia
GRP’s Upcoming Strategy




                            Instruction No. 2 of 2022, which               including Green Public Procurements,              Law No. 20 of 2014, Article 24, enforces
                            mandates the use of local products             which will safeguard domestic products            the requirement for mandatory product
                            certified with a minimum TKDN value            by meeting regulatory changes in export           standardization.
                            40%.                                           destination countries.
                                                                                                                           • In accordance with this regulation, GRP
                          • GRP products offering a range of TKDN        • SIH is aimed for Green market fulfilment          products have successfully obtained
                            certificate values starting from 49,31% to     and adapt to global regulatory changes            SNI certification, covering items such as
                            58,59% on average, thereby supporting                                                            HRC, CRC, HRP, General Construction
                            the national policy while enhancing our                                                          Carbon Steel Pipe, and Water Pipeline
                            competitiveness in public procurement                                                            Steel Pipe.
                            processes, specifically for procurement
                            by Government agency.


                                                                                                                                                                         25
                                                                                                                                                                          19
Page 26
      GRP Existing Carbon Footprint profile
                                                                           While Scope 1 will require continuous internal energy
             GHG Inventory at Company’s level
                                                                           improvement initiatives as explained in previous pages, for
                                                                           Scope 2 GRP will need to work closely with existing energy
                                                                           provider, below are the options available :
               GHG Inventory 2023 PT GRP
                                               Stationary Combustion


                                               Mobile Combustion
                         24%
                                               Usage of Limestone &
                                               Dolomite                                      Operational
                                                                                             Efficiency &
                                     0%        Usage of Carbon Electrode                    Improvement
                                     2%
                                          0%
                               4%              Usage of Carbon Charge
                                                                                                            Emission from
       68%                          2%         Raw Material mix                                               operation
                                0%                                             GHG
                                               Fugitive Emission
                                                                             Emission                                       Available options :
                                                                              (BAU)                                         1. Purchased
                                               Purchased Electricity                                                           renewable
                                                                                             GHG                               energy
                                                                                            Emission         Emission
                                                                                                               from            certificates
Based on the above, Scope 1 contribute 32% of the current                                                   Purchased          (RECs)
emission profile, with the majority coming from stationary                                                    Energy        2. Enter into
combustion (natural gas – 71% contributing to scope 1),                                                                        Virtual PPA
usage of carbon charge and Raw material mix. While                                                                          3. Invest in Green
Scope 2 from purchased electricity contributed 68%.                                                                            Energy


                                                                                                                                             26
                                                                                                                                              20
Page 27
                              GRP is aiming for the green premium:
                              A sustained and notable premium for niche green HRC
                           A sustained green premium in Asian HRC stands out within global                                                          Asian green steel premium pricing offers an advantage
                                                green steel markets                                                                                                over conventional steel

                          Historical comparison price of green HRC and conventional HRC                                                                                                 Scope 1, 2 and 3 emissions per
                                                                                                                                                          Green steel index*
                                 Green steel base price, Northern Europe               Green steel base price, Asia                                                                             tonne of steel
                                 HRC Import, Northern Europe                           HRC Import, Asia
                                                                                                                                                                               North Europe
                          1100    Data in $/tonne
                                                                                                                                                  MB‐STE‐0904: Green steel, flat –    Maximum 1.0-metric tonne CO2 per
                                                                                                                                                  rolled                              metric tonne of steel

                                                                                                                                         891      MB‐STE‐0905: Green steel-based      Maximum 1.0-metric tonne CO2 per
                           900                                          Gap                                                                       price, HRC                          metric tonne of steel
                                                                                                                                        773                    Asia (Japan, Taiwan, Vietnam & South Korea)

                           700
                                                                                                                                         684      MB‐STE‐0907: Green steel, flat –    Maximum 1.3-metric tonne CO2 per
                                                         Gap                                                                                      rolled                              metric tonne of steel
GRP’s Upcoming Strategy




                                                                                                                                                  MB‐STE‐0908: Green steel-based      Maximum 1.3-metric tonne CO2 per
                                                                                                                                       515
                                                                                                                                                  price, HRC                          metric tonne of steel
                           500
                            21/01/2024   04/02/2024   18/02/2024   03/03/2024   17/03/2024   31/03/2024   14/04/2024   28/04/2024   12/05/2024
                                                                                                                                                 *Index nomenclature is taken from Fast Market


                                     From January to May 2024, the European green steel premium                                                           These indexes track liquidity trends and standards in green
                                     averaged $208 per tonne over non-green HRC, while the Asian premium                                                  steel, adjusting carbon thresholds or introducing new prices
                                     ranged from $258 to $271 per tonne.                                                                                  in response to demand.


                                     The green HRC price in Northern Europe was $100 to $200 higher than                                                  Asia is now entering the steel decarbonization movement
                                     the Green Steel Base Price in Asia during the same period.                                                           with the launch of its first green steel premium.



                                                                                                                                                                                                                         27
                                                                                                                                                                                                                          21
Page 28
                            The high-level value chain overview for Phases 1 (2025-2026) and
                            Phase 2 (2026 - 2028) of the Low Carbon Steel Project
                           For 2025-2026, while the new rolling mill is under construction, GRP will focus on maximizing its existing assets and products
                           Feed Material         Steelmaking    Upstream         Middlestream        Plate and HRC       Downstream Steel Production Equipment                   GRP’s Downstream Steel Products

                                                                                                                                                                           1                                           2



                                                                                                    Hot Rolling Coil                                                            CRC (CRM)      CNP (FSC) Welded Beam
                                                                                                        (HRC)            Pipe Process     Spiral Machine   CNP Process




                          Scrap Processing            EAF          Slab              PSM
                                                  Steelmaking   Production
                                                                                                        Plate          6 -Hi Reversible Cold Mill   Tack Welding Machine
                                Replacement of EAF                                                                                                                                     A Wide Range of Pipes
                                                                Rolling Mill Construction Process
                                  EAF’s Side-Charge Type
                                                                                                                        Throughout 2025-2026, as GRP replaces the EAF and constructs the
                                                                                                                        new rolling mill, GRP will utilize existing assets and products while
                                                                                                                        strengthening processes, including securing steady scrap supply,
                                                                                                                        enhancing branding, and engaging with policymakers.
GRP’s Upcoming Strategy




                           2026 - 2028: GRP will leverage new rolling mill technology, launch new branding as a low-carbon steel producer, expand the
                           scrap supply network, launching new downstream products and upgrading existing machinery

                              EAF’s Side-Charge Type                Batch/Endless Rolling           Plate and HRC       Add New Downstream Steel Equipment                      GRP’s Downstream Steel Products
                                                                        Technologies

                                                                                                                                                                       1                                           2
                                                                                                                                                     GRP’s Existing                               GRP’s Existing
                                                                                                                                                      Downstream                                  Downstream
                                                                                                                                                    Steel Production                              Steel Product
                                                                                                                                                       Equipment                                      Line
                                                                                                                                                                               New Products
                                                                                                                       Downstream Machine
                                                                                                                                                                                 Initiatives


                                                                                                                                                                                                                           28
                                                                                                                                                                                                                            22
Page 29
 Our upcoming products caters requirement of a wide
        range of industries and end-use (1/2)
Automotive steel                              *) Internal part of automotive   High strength & weather-resistant steel

  Roof Structure                                        Frame/Body              Petrochemicals                            Shipbuilding/
                                                           Panels                 / Offshore                                Shipping
                                                                                                                           containers


                                                         Wheel Rims
                                                                                   Rail Cars                             Construction/
       Suspension
  system/Crash relevant         Structural Component/Chassis/heavy                                                       Infrastructure
  parts/ reinforced body        load bearing parts/side rails and cross
           panels                             members

Oil & Gas, Energy Markets, and Home & Commercial Appliances                    API & specialty steel
                                                                                 Pipeline in
                                                                                                                         Pre-fabricated
                                                                                O&G, Hydraulic
                                                                                                                          Components
                                                                                   system



                                                                                    Heavy
                                                                                                                           Heavy duty
                                                                                Machinery: Coal
                                                                                                                         trucks & trailers
    Petroleum                                                                    Mining and
                           Hydrogen (H2)                                           others
  Storage Tanks,                                  Home Appliances
                           Storage Tank
      Boilers
                                                                                                                                             29
                                                                                                                                              23
Page 30
 Our upcoming products caters requirement of a wide
        range of industries and end-use (2/2)
High Hole Expansion Steel                   HRC CQ & DP (2/2)

   Aerospace/                Hazardous           Metal
    Defense                   material                                   Power Plants
                                              Fabrication/
                             container          Welding



  Transmission                Electrical                                   Heavy
                                               Structural
     tower*                  Equipment                                   Equipment
                                             Beam/ columns
*) support elements



HRC CQ & DP (1/2)                           Cold Rolled Basic Material

 Switchgear and              Agricultural         Public                 Metal gates
 circuit breaker             equipment       Infrastructure:             and fences,
                                               Road Barrie               packaging
                                               and others


    Armored
                                               Electrical                Frame, Parts,
  vehicles and              HVAC systems
                                               Enclosure                  Solar Panel
  drilling rings
                                                                            Station


                                                                                         30
Page 31
                                                                                Decommissioning of
                                                                                   Blast Furnace


        GRP leading the sustainability charge against all odds - Forging
        ahead towards sustainability without government backing

European governments have announced US$ 9.43 bn. aid for                               …. In addition to the financial aid, Govt. is supporting domestic steel
decarbonization of the steel sector……                                                  players through strong policy support

                                                                                              European Union: Introduction of CABM to offer a level playing field for local steel
                                                                                        1     companies and to restrict the dumping of excess capacity of high carbon steel in
                                                                                              Europe by China and other exporting nations
                  Bremen &
                  Eisenhu-             Hamburg
                                                                                              United States: Announced USD 6 bn. grant to decarbonise hard-to-abate industries
                  ttenstadt                                      Duisburg
                                       $ 60 mn.                                         2     including steel. As a part of this program, 33 companies will receive a grant of USD
                 $ 2,710 mn.                                   $ 2,167 mn.                    500 mn. each for decarbonisation of their operations

   $ 412 mn.                                                                                  France: As part of the France 2030 national investment plan, the French
                  UK                                                                    3     government will invest EUR 5.6 bn. to decarbonize domestic heavy industries,
                                                                                              including steel sectors.
                       Belgium          Germany
                                                                  $ 1,083 mn.
                                                      Slovakia                                Canada: The Canadian govt. announced to give Algoma Steel Inc. USD 324 million to
Port Talbot
                        France                                                          4     retrofit their operations and phase out coal-fired steelmaking processes. The funding
 $ 953 mn.                                                                                    will support the transition to EAF production.
                                          Ghent

                                         $ 303 mn.
                                                                                       Indonesian govt. does not have any scheme or policy to support domestic steel
                                                                                       players in their decarbonization journey

   Dunkirk                                                                                                                Against all odds, GRP forges ahead with its
               Spain
                                                                                                                          sustainability objectives, undeterred by the
   $ 921 mn.                                          Kosice
                                                                                                                          absence of government funding. With a
                               Jigon
                                                     $ 325 mn.                                                            relentless spirit of innovation and daring
                         $ 487 mn.                                                                                        initiatives, we redefine the boundaries of what's
                                                                                                                          possible


                                                                                                                             GRP | Corporate Planning &                               31
                                                                                                                                                                                       31
                                                                                                                               Sustainability Division
Page 32
                            Partnering with Development Finance Institutions (DFIs) to
                            Advance Decarbonization in Indonesia's Steel Sector
                          World Bank's IFC Marks Its First Loan Investment in Asia's
                                                                                          IFC Will Assist GRP in Entering the Global Green Steel Market
                                               Steel Sector



                                                                                       1. IFC will support GRP in identifying new market
                                                                                       opportunities and exploring high-value steel products
                                                                                       compatible with EAF production


                                                                                       2. IFC will help GRP improve the performance of its current
                                                                                       EAF operations and identify the products and sectors willing
                                                                                       to pay a green premium on steel

                                                                                       3. IFC provides both investment and advisory assistance to
GRP’s Upcoming Strategy




                                                                                       support GRP in its journey to develop a commercially and
                                •   IFC, a member of the World Bank Group and the
                                                                                       environmentally sustainable business
                                    largest global development institution focused
                                    on the private sector in emerging markets, is
                                    providing up to $60 million to GRP
                                •   The International Finance Corporation (IFC)
                                    opens new tab to support GRP shift to lower-
                                    carbon production and help it access green steel
                                    markets



                                                                                                                                                          32
                                                                                                                                                           26
Page 33
                             Partnering with DFI to Advance Decarbonization in Indonesia's
                             Steel Sector
                          Strong focuses on technical assistance to enhance operational efficiencies, sustainability initiatives, and
                                                                   governance practices




                               Advisory support with              Technical Assistance over Energy            Technical Assistance over
                              decarbonization experts                     Audit Activities                   Supply Chain Improvement

                          • Market Study input                    •   Aims at enhancing our              •   Enhancing health & safety
                          • Scrap Management Strategy                 customers’ sustainability - with       standards - to improve the
                                                                      respect to commercial as well as       health and safety conditions
                          • Decarbonisation workshops
                                                                      social and environmental best          of scrap collectors
                            including :
                                                                      practices                          •   Corruption risk mitigation
                               o CBAM Preparation
GRP’s Upcoming Strategy




                               o Steel Corporate                                                         •   Addressing child labor risks:
                                 Certification Identification &                                              Assessing the extent and
                                 Planning                                                                    underlying causes of potential
                                                                                                             forced and child labor.
                               o SBTi




                                                                                                                                              33
                                                                                                                                               27
Page 34
                               New Government Sets Bold Agenda to Drive Economic Growth
                               One of example through steel demand from one of Housing Ministry, from 2025 – 2029 will require 19,1 million ton of steel
GRP’s Upcoming Strategy




                          GRP has signed a commitment letter and will work closely with Steel Construction Association to commit on the utilization of domestic
                          steel production.


                                                                                                                                                                  34
                                                                                                                                                                   28
Page 35
                             Green Industry Standard – Ministry of Industry
                              To support overall Indonesia Net Zero emission target by 2060 or faster, one of key initiatives conducted by
                              Indonesia government through Ministry of Industry is the establishment of Green Industry Standard.

                          • The development of the SIH will prioritize several areas, including Green Public Procurements, which will safeguard domestic
                            products by meeting regulatory changes in export destination countries, particularly in terms of the Carbon Border Adjustment
                            Mechanism.
                          • SIH will also be applied to Company Benefit Weight (Bobot Manfaat Perusahaan/BMP), as well as compliance with provisions that
                            address Domestic Content Levels (Tingkat Kandungan Dalam Negeri/TKDN).

                                                                                     2
                                          1
                                                                   GHG Emission
                                              Increase              Reduction
                                           Competitiveness
GRP’s Upcoming Strategy




                                 4                                               3
                                        Green market
                                                                     Green
                                          fulfilment
                                                                   Financing
                                        and adapt to
                                            global
                                         regulatory
                                           changes




                                                                                                                                                            35
                                                                                                                                                             29
Page 36
                              GRP achieves Gold designation for Green Label Indonesia
                              certification
GRP’s Upcoming Strategy




                              GRP officially achieved the Green Label Indonesia certificate from the Green Product Council Indonesia (GPCI) in
                                                                               January 2024.

                          •   The comprehensive assessment from production process to finished products includes 10 flagship steel
                              products such as hot rolled plate, hot rolled coil, coil plate, cold rolled coil, steel pipe galvanize, carbon steel pipe,
                              carbon steel square pipe, H-Beam, WF-Beam, and U-Channel.

                          •   GRP was able to obtain a score 95%, thus qualifying for the GOLD designation. As a Type I ecolabel following the
                              ISO 12024-based development process, this in line with SDG goal no.12 on responsible production and
                              consumption.


                                                                                                                                                           36
                                                                                                                                                            30
Page 37
                                  GRP Supporting Indonesia’s Digital Growth with Decarbonized
                                  Infrastructure
                              Rising demand for decarbonized infrastructure
                             development to support digitalization in Indonesia                                  GRP’s Product Value Proposition

                                                                                                 High Strength Low Alloy (HSLA):
                                                                                                  (+) Stronger & Harder than ordinary carbon steel

                                                                                                  (+) Ductile, easy to form, & weldable
                                                                                                                                                                Plate
                                                                                                  (+) High Tensile Strength (450-610 MPa)
                                                                                                  (+) Supported with Environmental Product Declaration with
                                                                                                  >70% recycled content
                                                                                                  (+) Supported with Gold Label Certification from GPCI2
                                   Major potential market in the Indonesia decarbonization
                                   agenda is related to the Data Center, the market is
                                   expected to grow at a CAGR of over 10-15%
GRP’s Upcoming Strategy




                                   (2022 to 2027).
                                                                                                                                          Based on the Life
                                                                                                                                          Cycle Assessment
                                   The rapid expansion of data centers translates into                                                                              Our product content
                                                                                                                                          (LCA) method in
                                   increased demand for infrastructure, including high-
                                                                                                                                          accordance with ISO       is using more than
                                   quality construction materials like steel. These facilities
                                                                                                                                          14040:2006, ISO           70% of recycled
                                   require durable, scalable, and energy-efficient solutions.
                                                                                                                                          14044:2006, and EN        materials and
                                                                Potential customer :                                                      15804:2012+A2:2019        qualified for global
                                                                                                                                          Standards.                standard.


                          *Project Microsoft Data Centre –
                          Lippo Cikarang, West Java



                                                                                                                                                                                    37
                                                                                                                                                                                     31
Page 38
EXISTING INFORMATION
                       Traceability of
                       our product
                       Ensuring data transparency and product traceability is a
                       crucial aspect of our sustainability journey. At GRP, we
                       contribute to this effort through small initiatives, such as
                       including detailed product information on our products,
                       to enhance data transparency.


                                               Please scan to try




                                     FUTURE DEVELOPMENT

                       To include the following, but not limited to:
                       • Carbon footprint at product level
                       • Raw Material mix in the product
                       • Standard products
                       • Date of production
Page 39
Thank You!

  www.gunungrajapaksi.com



  PT Gunung Raja Paksi


  Gunungrajapaksi.tbk



  +622-1890-0111




  gunungrajapaksi.com
                            39

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Names mentioned 12 people and organisations named in the text · linked when the evidence is strong

linked org Gunung Raja Paksi Tbk p.1 ×11
linked org Lippo Cikarang p.37
possible person FEDAUS p.6
unresolved person JAYA YULIANTO Mr. FREDDY KARYADI Independent p.5 ×3
unresolved person BUDI RAHARJO LEGOWO p.5
unresolved person ROYMOND Mr. BIPLAP KUMAR DUTTA p.6
unresolved org PT GRP Stationary Combustion Mobile Combustion p.26
unresolved org Algoma Steel Inc. p.31
unresolved org Ministry of Industry To p.35
unresolved org Ministry of Industry p.35
unresolved org PT Gunung Raja Paksi Gunungrajapaksi. p.39

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