Skip to content
Back to announcement

20260902_ELSA_Public Expose_32144359_lamp2.pdf

Other Text extracted ELSA

Source file signed link, expires in 15 minutes

This browser can't display the PDF inline. Open it in a new tab.

Extracted text 16

Page 1
                  Public Expose
PT Elnusa Tbk (IDX Ticker: ELSA)
                                                        Sept 2026




VISI PERUSAHAAN JASA ENERGI TERKEMUKA YANG MEMBERIKAN SOLUSI TOTAL

Page 2
Outline

                                                     1                ELSA Highlights

                                                     2                Strategy & Business Updates

                                                     3                Operational & Contract Performance

                                                     4                Financial Performance

                                                     5                ESG Update
This presentation has been prepared by PT Elnusa Tbk (the "Company") solely for information purposes and does not constitute, and shall not be construed as, an offer to sell or a solicitation of an offer to
purchase any securities of the Company. Certain statements contained in this presentation may constitute forward-looking statements, including statements regarding the Company's business strategies, plans,
objectives, future operations, financial performance, market conditions, and industry outlook. These statements are based on current expectations, assumptions, estimates, and projections that are subject to
various risks, uncertainties, and other factors, many of which are beyond the Company's control. Actual results, performance, or achievements may differ materially from those expressed or implied in such
forward-looking statements due to a variety of factors, including but not limited to changes in economic conditions, commodity prices, foreign exchange rates, interest rates, regulatory developments, market
competition, project execution risks, operational issues, and other business uncertainties. The information contained herein has been obtained from sources believed to be reliable; however, no representation or
warranty, express or implied, is made as to the accuracy, completeness, or fairness of the information. Forward-looking statements speak only as of the date of this presentation and should not be relied upon as
a guarantee of future performance. The Company undertakes no obligation to update, revise, or publicly release any revisions to such statements except as required by applicable laws and regulations. Neither
the Company nor its directors, officers, employees, advisors, affiliates, or representatives shall have any liability whatsoever for any loss arising directly or indirectly from the use of, or reliance upon, this
presentation or its contents.

Page 3
ELSA throughout the years
Unlocking the potential of PHE Group's marginal fields and strengthening our existing technological
capabilities and cutting-edge innovations

                                                                                                 2026
                                                                                                 Rediscover
                                                                                                 Technology and
                                                                                                 Innovation Edge
                                                                                                 –
                                                                                                 Accelerating
                                                                                                 Excellence,
                                                                                                 Securing Energy
                                                                                                 Frontiers

                                                                                                 Enablers :
                                                                                                 • Operation
                                                                                                   Excellence
                                                                                                 • Cost
                                                                                                   Leadership
                                                                                                 • Synergy

Page 4
Company’s Overview
Company Snapshot                                          Vision       Reputable Energy Services Company by Providing Total Solutions
Founded     25 Jan 1969
Established 9 Sep 1969
                                                                       • Improve business sustainability and profitability in local and international energy
IPO Date    6 Feb 2008 (Ticker: ELSA)                                    industries to meet shareholders’ expectations.
Employees   1.833 (permanent)                                          • Fulfill and maintain customer satisfaction by providing Total Solution through synergy,
            15.045 (incl outsources)                                     operational excellence, HSSE and GCG principles.
                                                          Mission
Market Cap  ~IDR 3.8 trillion/~USD 212 million (1H26)                  • Improve employees’ welfare and growth opportunities
Total Aset     ~IDR 11,47 trillion (1H26)                              • Establish harmonious and mutually beneficial relationships with governments,
Business Unit Upstream Integrated Oil & Gas Services                     partners, and communities.
              1. Geoscience & Reservoir Services
              2. Drilling & Workover Services                                                                                                                      Business Structure
              3. Well Intervention Services                    SH Upstream       SH Downstream                SH Gas            SH Power & NRE            SH Shipping           Portfolio & Co

              4. EPC & OM Services
                                                                Regional 1                                51,1%                                                     Public : 48,9%
ELSA’s         Upstream Integrated Oil & Gas Services
subsidiaries   1. PT Elnusa Geosains Indonesia
                                                                Regional 2

                                                                                                                             Upstream         EPC&OM
               2. PT Elnusa Oilfield Services                   Regional 3
                                                                                                                             Services          Services
               Energy Distribution & Logistics Services         Regional 4
               1. PT Elnusa Petrofin (EPN)
                                                                Regional 5
               Oil & Gas Support Services
               1. PT Elnusa Fabrikasi Konstruksi (EFK)          Elnusa Tbk.       Elnusa Petrofin      Elnusa Trans     Elnusa       Sigma Cipta    Patra Nusa          Elnusa          Elnusa
                                                                                       (EPN)            Samudera      Fabrikasi      Utama (SCU)    Data (PND)         Geosains        Oilfield
               2. PT Elnusa Trans Samudera (ETSA)                   PDSI                                  (ETSA)    Konstruksi (EFK)                                Indonesia (EGI) Services (EOS)

               3. PT Sigma Cipta Utama (SCU)                                    Sales of Goods and                        Oil & Gas Support                              Integrated Upstream
                                                               Badak NGL
               4. PT Patra Nusa Data (PND)                                      Energy Distribution                            Services                                        Services
                                                                                & Logistics Services

Page 5
End-to-end Solution Across Oil & Gas Value Chain
    • Unique value to offer : business line from upstream to downstream and all supporting ecosystem
    • Capabilities : cross bundling or integrate services to deliver the most efficient services for our customer solution
Upstream Integrated Oil & Gas Services                                                                Sales of Goods and Energy Distribution & Logistics Services
Geoscience &                   Drilling & Workover                   Well Intervention                     Integrated Logistic                  Integrated Fuel               Integrated Chemical
Reservoir Services             Services                              Services                              •   Fuel Fleet Management            Supply Trading                •   Blending Facilities
                                                                                                           •   Transportation                   •   Trading Fuel Industry &   •   Drilling Mud
•   Over 100 Set of            •       1 Fast Moving Rig 1600        •   13 Coiled Tubing Units
                                                                                                               Management                           Marine                    •   Oil & Gas Production
    Surveying, Navigation,             HP                            •   5 Cementing Units & 6
                                                                                                           •   Manages More Than                                              •   EOR
    Positioning                •       12 Hydraulic Workover             Pumping Units
                                                                                                               2.000 Trucks Of All Types                                      •   Refinery Chemical
•   Over 250 Set of Seismic    •       1 Hydraulic Workover          •   21 Electric Wireline
                                                                                                               Throughout Indonesia             Integrated Fuel
    Drilling                           Drilling                          Logging Units
•   Over 25.000 Channel of     •       14 Mudlogging Units           •   10 Slickline Units
                                                                                                                                                Management
    Recording                  •       9 H2S Units                   •   3 Wireline Combo Units                                                 •   Franco Services           Integrated
•   4 Vibroseis                •       Drilling Fluid Services       •   4 Well Testing Offshore                                                •   VHS Services              INFRASTRUCTURE
•   2.000 Ocean Bottom                                                   Units                                                                  •   Operation Cooperation     •   Fuel Storage Solution
    Nodes                                                            •   5 Surface Testing Units                                                                              •   LPG Storage & SPBE
•   8.000 Onshore Smart Solo       EPC & OM Services                 •   4 Drill Stem Testing Units                                                                           •   Metering System
    Nodes                                                            •   28 Electrical Submersible
                                   •   Engineering, Procurement,
•   40 Experts In Marine &                                               Pump
                                       Construction & Installation
    Land Processing
                                   •   Operation & Maintenance
                                                                     •   38 Power Generators          Oil & Gas Support Services
•   2.600 Cores Equipped
                                   •   Turn Around                                                                                                                            Warehouse, Data
    With Sufficient Storage
                                   •   Decommissioning                                                 Fabrication,                         Marine Support
•   Non Seismic Survey
                                                                                                       Maintenance &                        •   3 Well Testing Barge          Management & ICT
•   Latest Software From                                                                                                                    •   3 Working Barge
    Leading Developer                                                                                  OCTG Services                        •   2 Multipurpose Barge
                                                                                                                                                                              Services
                                                                                                       •       60.000 MT OCTG                                                 •   22.200 m² Warehouse Facilities
                                                                                                                                            •   1 Seismic Vessel
                                                                                                               Threading                                                      •   12.000 m² Data Storage Office
                                                                                                                                            •   Marine Support
                                                                                                       •       40.000 m² Workshop                                                 & Warehouse
                                                                                                                                            •   AHTS
                                                                                                               Facilities                                                     •   Data Management, Remastering
                                                                                                                                            •   Dredging
                                                                                                       •       Fabrication & Construction                                         & Implementation
                                                                                                       •       Integrated Repair &                                            •   Core Lab Facilities
                                                                                                               Maintenance                                                    •   Telecommunication & Vehicle
                                                                                                       •       Oil Country Tubular Goods                                          Tracking
                                                                                                                                                                              •   ICT managed service,
                                                                                                                                                                                  Application Solutions & IoT

Page 6
Strengthening National Dominance and Overseas Market Presence
 National Operational Working Areas                                                                             Middle East and India



                                                                                                                 Algeria               Iraq
                                                                                                                               Libya
                                                                                                                                                India




                                                                                                                           Myanmar                           South East Asia

                                                                                                                                 Thailand                            Philippines
                                                                                                                                                  Vietnam


Leveraging a nationwide operational footprint, Elnusa Group integrates the expertise of its subsidiaries,
from EPN’s distribution & logistics, ETSA’s offshore marine fleet to SCU & PND’s data management &
technology, and EFK’s OCTG fabrication. This historical and ongoing synergy ensures Elnusa remains the                                                  Brunei
                                                                                                                                        Malaysia
most reliable partner for integrated energy services in Indonesia.



                   Myanmar (1998)     2D Seismic & Processing          Brunei     (2015)   3D Seismic Land Acquisition     Algeria     (2017)    Well Monitoring
   Elnusa’s        Vietnam (2007)     Workover Services                Algeria    (2015)   3D Land Processing              Vietnam (2019)        2D Seismic Offshore
  Overseas         Libya   (2008)     2D Land Processing               Algeria    (2015)   Passive Seismic Survey          Philippines (2021)    Offshore Geophysical Survey
  Expansion        India   (2008)     3D Seismic Land Acquisition      PIEP’WAs   (2009)   WIMS, PRMS, MDR                 Algeria     (2025)    OCTG Pipeline Supply
                   Brunei  (2009)     2D/3D Seismic Data Processing    Malaysia   (2017)   Workover Services               Thailand (2025)       Offshore Seismic Support

Page 7
ELSA has sets Key Strategic Priorities



                1    MMBOPD
                                                 Elnusa as "The Strategic Enabler & Efficiency Partner"
                                                 to maintain the economic viability of Pertamina Hulu Energi /
                                                 Pertamina Group assets and efficiency across the entire oil and
                                                 gas value chain



                                       2026
                              REDISCOVER TECHNOLOGY
                               AND INNOVATION EDGE
          Operation Excellence                          Cost Leadership                          Technology
  •   Operational Reliability & HSSE         •   Cost Discipline and Investment        Strengthening Solutions and Adopting
      Compliance                                 Optimization                          Appropriate Technologies Across the
  •   Integrated Energy Services & Group     •   Business Process Simplification          Entire Oil and Gas Value Chain
      Synergy                                •   Expertise Development & Cross-Group
  •   Strengthening Local Content (TKDN) &       Competency Synergy
      Supporting National Energy Security

Page 8
Innovation Technology
                  Stryde                                                Pertapixel
                     Stryde is a wireless seismic data
                                                                        Pertapixel is a digital geospatial service that
                     acquisition system, in which each
                                                                        integrates drone technology, aerial mapping,
                     sensor (node) operates autonomously to
                                                                        and Geographic Information Systems (GIS)
                     record        ground        vibrations.
                                                                        to support mapping, asset inspection, facility
                     The technology has been deployed for
                                                                        monitoring, and spatial data management.
                     2D and 3D onshore seismic
                     acquisition in the Tedong area for
                     Pertamina EP (PEP). Stryde offers
                     greater flexibility, efficiency, and
                     better data quality




               Chemical EOR                                      Road Traffic Control (RTC)

                      Chemical Enhanced Oil Recovery                             Road Traffic Control (RTC) is an
                      (CEOR) Rama Project in PHE OSES                            integrated control and monitoring
                      through Polymer Flooding began to                          center designed to track and monitor
                      operate in June 2026. This polymer                         the movement of fuel tanker fleets in
                      injection will improve the displacement                    real time, 24 hours a day.
                      of oil from the reservoir and ultimately                   RTC integrates GPS tracking, AI-
                      increasing production from surrounding                     based CCTV, trip data, traffic
                      wells. For chemical, we will supply by                     conditions, and driver behavior
                      SNF, SA as technology partner.                             information into a single centralized
                                                                                 control center

Page 9
Infrastructure Services
                              TBBM Palaran                                                                 TLPG Kolaka




•   Elnusa is currently executing an EPC project owned by Pertamina Patra     •   Enusa is developing EPC project to support Pertamina Patra Niaga
    Niaga.                                                                        under BOT arrangement.
•   Palaran Fuel Terminal Storage and Distribution Facility project is        •   Support LPG supply requirements in Southeast Sulawesi under the
    designed with a storage capacity of 37,500 kiloliters, consisting of 12       Kerosene-to-LPG Conversion Program, integrated with the Kolaka Fuel
    fuel tanks.                                                                   Terminal (TBBM Kolaka).
•   The facility is also equipped with a jetty with a capacity of 7,500       •   TLPG Site Area: 9,129 m²
    deadweight tons (DWT), an integrated piping system, truck-loading         •   Operation and development of LPG infrastructure and facilities with a
    facilities, and a number of operational and safety facilities.                storage capacity of 2 × 1,500 MT for a contract period of 10 years.
•   Construction Progress as of June ~3%                                      •   Construction Progress as of June ~15%

Page 10
Operational Performance 1H26
                   Integrated Upstream                                                                             Sales of Goods and Energy Distribution &
                                                                       Oil & Gas Support Services
                    Oil & Gas Services                                                                                        Logistics Services
                                                                           Data & Storage Management
   Seismic                          Wireline                               • 95% asset utilization
   3D : 1.757,08 SqKm               Logging                                • 196 kontrak in Hands                   Transportation
                                                                           • Safety Excellence Award 2025 from                               Depo
   2D : 193,16 Km                   662 Wells                                PHR
                                                                                                                    14 Mn KL                 BBM 1.918 K KL
                                                                Fabrication Construction                                                     LPG 62 K Ton
     Welltesting                    Modular Rig                 • New Project : EPC Bangko
     3.855 Wells                    Drilling 5 Wells              Nella PHR
                                                                • Construction Warehouse                             BBM Inmar &
                                    at PHSS                                                                                                  Chemical
                                                                  Cieteureup - SCU                                   Lubricant
                                                                                                                     92 K KL                 73 K Drum
    CMT 121 Wells                   HWU                                       Marine Support
    CTS 289 Wells                   112 Wells                                 • 0,041% Non Productive Time                     Fuel Retail
                                                                              • 21 non-asset based project                     6 K KL
                                                                              • 65 Unit asset utilization
  Projects                            Completion       Target   Projects                  Completion    Target        Projects                Completion   Target
  • Seismic Onshore 2D 3D Tedong          61,4%        Dec 28   • Non-ERP Application            5%       Apr 28      • EPC – TLPG Kolaka        15,02%     Dec 27
  • Seismic Onshore 3D Manaatal            3,1%        Dec 26     Development and                                     • CEOR Rama                    5%     Jun 29
    Juata                                                         Maintenance Service
  • Seismic Offshore 3D Kandawulo         69,7%        Feb 27   • Office Building Lease         50%       Dec 26
  • EPC – Fuel Terminal Palaran            2,3%        Feb 28     for SKK Migas Archive
                                                                  and Asset
                                                                  Management

       Rp.   2,06 Tn                Rp.  99  Bn                   Rp.  0,61  Tn            Rp.  41,8    Bn              Rp. 4,92   Tn          Rp.  293   Bn
          Revenue                    Net Profit                      Revenue                 Net Profit                    Revenue               Net Profit
          10,6% YoY                  6,0% YoY                      21,6% YoY               2,0% YoY                   26,6% YoY             54,4% YoY

Page 11
Contract Performance 1H26
1H26 closed with solid new contract wins, reflecting sustained demand across Integrated Upstream, Support Services, and Energy
Distribution & Logistics



                                 Integrated Upstream Oil and                                         Sales of Goods and Energy
                                                                   Oil and Gas Support Services
                                         Gas Services                                              Distribution & Logistics Services

            Carry Over
              2025                       12,3 Tn                            2,8 Tn                            6,5 Tn

           New Contract                   1,6 Tn                            1,0 Tn                            9,0 Tn

        Contract Absorbed                 4,5 Tn                            1,4 Tn                            8,5 Tn

          Carry Forward                   9,5 Tn                            2,3 Tn                            7,0 Tn
      Elnusa maintained strong commercial momentum in 1H26, supported by robust contract wins and disciplined project
      execution. The Company closed the quarter with Rp18,8 trillion in carry forward contracts, providing strong earnings
      visibility while demonstrating the resilience and diversification of its business portfolio across Integrated Upstream Oil &
      Gas Services, Oil & Gas Support Services, and Energy Distribution & Logistics.

Page 12
Financial Performance 1H26

           Rp.7,58    Tn                 Rp.   862 Bn          Rp.   11,40 Tn                      Rp.       761
                                                                                                             Bn
              Revenue                          EBITDA                 Assets                 Cash Flow from Operation

             8,9% YoY                     16,2% YoY              8,1% YoY                                 16% YoY


           Rp.435      Bn                 5,73 %                Rp.   5,43 Tn                         Rp.    2,88
                                                                                                                Tn
             Net Profit                Net Profit Margin              Equity                          Cash Balance

             29,2% YoY                    18,6% YoY              9,5% YoY                                 1% YoY


                                               Support
                                               Services        Corporate             +
   Third                                              8%       Rating          id AA
                                                                                                                             44,29
   Party    22%                  Integrated                                                                          39,10
                                  Upstream 27% Revenue                                              25,90    27,60
               Revenue                        Contribution
             Contribution                                65%                      Dividend/Share
                                                                                            (Rp.)
                      78%
                                                                                                    2022     2023    2024    2025
                                   Sales of Goods
                    Affiliated         and Energy                                          DPR      40%      40%     40%     45%
                                         Dist & Log

Page 13
Capital Expenditure
 As of Jun’26, Capex realization reached ~35%, driven by key investments in STPS Navigation, Coiled Tubing Units, Fuel Tank Vehicles
 and other maintain-capacity investments.

 Capex and Composition                                                                             Realization 1H26
                                                                      -65%
                                                                             602     Integrated Upstream Oil and Gas Services
                                                 566
                                525                                                  STPS Navigation, Passive Seismic Geobit C100,
                 495                                                         28%     Coiled Tubing Unit & Cementing Unit
                 27%            37%
                                                 56%                                 Energy Distribution & Logistic
                                                                                     Fuel Tank Vehicles & TLPG Kolaka
                                                                             50%
                 42%            34%                             209                  Oil and Gas Support Services
                                                 29%           23%                   PUDC, Dell Optiplex & Warehouse Batam

                 27%            27%                            62%           14%     Non Project
                                                 13%
                 4%              3%               2%             9% 6%        8%     Renovation of the Graha Elnusa building &
                 2023           2024             2025          Jun-26        2026F   Warehouse Construction
  Capex          495            525              566           209           602
  (IDR bio)

      Upstream         Dist & Log      Support         New Business    Non Project

Page 14
Delivering Responsible Energy Services
                 Environment Aspects                                                          Social Aspects
                                                                Occupational Health and                          Employee composition
          Total Emission                       Emissions
                                                                Safety Management System
                                               Reduction
          45.000,12                                                                                              Gen Z (1997-2012)     186 (10%)

          ton CO2eq                            656,85           ISO 45001:2018                                   Gen Y (1981-1996)            1.165 (61%)

                                               ton CO2eq                                                         Gen X (1965-1980)          562 (29%)
                                                                HSSE Excellence
          GHG Emission                         Energy                             0,89 0,99 0,94 0,89 0,80                           Male      Female
                                                                TRIR IOGP
          Reduction                            Reduction                                      0,37               ELSA Group          75%        25%
                                                                TRIR ELSA         0,07 0,02          0,07 0,09
          1,46%                                671,35                             2021 2022 2023 2024 2025
                                                                                                                 BOD-1               60%        40%
                                               Thousand GJ
          Environmental                        Energy
          Management System                                                             Governance Aspects
                                               Trees
          ISO 14001:2015                       Planted           ACGS Assessment Score                            Whistleblowing
                                               4.246             96,66 - Very Good                                System (WBS)

Green Energy initiatives:
• Implementation of energy-efficient equipment and solar         Anti Bribery Management
  power (PV) installations at operational sites (e.g., Elnusa    System
  Petrofin terminals).                                                                                             Management Composition
                                                                 ▪ FUKAPEG as the Anti-Bribery,
• Transitioning service capabilities toward Geothermal             Ethics, and GCG Compliance                                   Male         Female
  energy and CC(U)S.                                               Function – responsible for
• Strict protocols for hazardous and toxic waste (B3)              overseeing ethical practices at                 BOD          75%           25%
  management across all upstream and downstream                    all levels of the organization                  BOC          60%           40%
  operational areas.                                             ▪ ISO 37001:2016, Anti-Bribery
                                                                   Management System (ABMS)

Page 15
Q&A Session
  PT Elnusa Tbk (IDX Ticker : ELSA)

Page 16
Thank You
                            Feedback




                              PT Elnusa Tbk
Graha Elnusa 16th Floor, Jl. T.B. Simatupang Kav. 1B, Jakarta 12560, Indonesia
              Tel. +62 21-78830850, Fax. +62 21-78830907
                        investor.relation@elnusa.co.id


File

File Open PDF
Source IDX
Size2.47 MB
Published2 Sep 2026
Pages16
Characters36,781
Text sourceEmbedded text layer
OCR confidence—

Names mentioned 10 people and organisations named in the text · linked when the evidence is strong

linked org Pertamina Hulu Energi p.7
linked org Pertamina Patra Niaga p.9
possible org Elnusa Tbk p.1 ×9
unresolved org PT Elnusa Geosains Indonesia Regional p.4
unresolved org PT Elnusa Oilfield Services p.4
unresolved org PT Elnusa Petrofin p.4
unresolved org PT Elnusa Trans Samudera p.4
unresolved org PT Sigma Cipta Utama p.4
unresolved org PT Patra Nusa Data p.4

Extraction attempts how the parser did, and what it refused

Nothing structured was extracted from this document — the attempts below say why.

No extraction attempted yet.

↑↓ select ↵ open ⇧↵ see every result