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PUBLIC EXPOSE PT Quantum Clovera Investama Tbk Jakarta, 25 June 2024
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DISCLAIMER The information contained in this document is prepared by PT Quantum Clovera Investama Tbk (the “Company”). No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information, or opinions contained herein. None of the Company, its shareholders, its subsidiaries or their respective directors and / or commissioners, advisors or representatives shall have any responsibility or liability whatsoever (for negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. This document includes data and forecasts that we have obtained from industry publications, surveys and reports of governmental agencies. Publications and surveys and forecasts generally state that the information contained therein has been obtained from sources believed to be reliable, but there can be no assurance as to the accuracy or completeness of included information. In addition, this document includes data in respect of other Indonesian companies that has been extracted from public disclosures made by such companies. Due to potential variances in data collection and reporting methodology, the data of other companies may not be comparable to the data of the Company. While the Company has taken reasonable actions to ensure that the information included herein is extracted accurately and used in its proper context, none of the Company or its advisors have independently verified any of the data from third party sources or ascertained the underlying economic assumptions they relied upon. This presentation does not contain all material information concerning the Company and / or its subsidiaries and the information set forth in these materials is subject to change without notice. The accuracy of information in this document is not guaranteed; and it may be incomplete or condensed. The Company is not under any obligation to update or keep current the information contained herein. Certain statements in this document may constitute “forward-looking statements”, including statements regarding the Company’s expectations and projections for future operating performance and business prospects. Such forward-looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the environment in which the Company will operate in the future. Such forward-looking statements speak only as of the date on which they are made. Accordingly, the Company expressly disclaim any obligation to update or revise any forward-looking statement contained herein to reflect any change in the Company’s expectations with regard to new information, future events or other circumstances. The Company does not make any representation, warranty or prediction that the results anticipated by such forward-looking statements will be achieved, and such forward-looking statements represent, in each case, only one of many possible scenarios and should not be viewed as the most likely or standard scenario. Accordingly, readers should not place undue reliance on any forward-looking statements. This document is for information and convenient reference and does not constitute or form part of, and should not be construed as, any offer for sale or subscription of or solicitation or invitation of any offer to buy or subscribe for any securities of the Company or public offering under the applicable Indonesian Capital Markets Law. The securities of the Company have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”), and may not be offered, sold or delivered within the United States absent from registration under or an applicable exemption from the registration requirements of the United States securities laws. This presentation and the information contained herein are being furnished to you solely for your information and may not be reproduced or redistributed to any other person, in whole or in part. In particular, neither the information contained in this presentation nor any copy hereof may be, directly or indirectly, taken or transmitted into or distributed in any other jurisdiction which prohibits the same except in compliance with applicable securities laws. Any failure to comply with this restriction may constitute a violation of the applicable securities laws. No money, securities or other consideration is being solicited, and, if sent in response to this presentation or the information contained herein, will not be accepted. By reviewing these presentation materials, you are deemed to have represented and agreed that you and any customers you represent are outside of the United States and not acting for the account or benefit of a U.S. person (as defined under Regulation S under the Securities Act). By reviewing these presentation materials, you acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company.
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COMPANY OVERVIEW
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KREN: An Overview
We are Indonesia’s leader in digital economy investing
PT Quantum Clovera Investama Tbk
We focus on creating value and building
(“KREN”) is Indonesia’s publicly-listed digital
an ecosystem towards a digital future
business integrator focused on digital &
through the adoption and power of
technology, mainly invests in diversified and
technology.
promising New Economy sector assets.
Technology Our investments in innovative and
disruptive technology plays critical role in
is our main pillar our value creation strategy.
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KREN Digital & Tech Universe
SaaS &
IT Services
Digital Cloud
Clean
Advertising
Energy
MERCHANT
Digital Product Content &
Sales Entertainment Big Data
Digital Product Digital
Aggregator Wholesale
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A Comprehensive Digital Ecosystem
PLUG-AND-PLAY TECH PLATFORM & ECOSYSTEM
Value Step-Up Business Model in Action
TRADITIONAL STORES
Principles Logistic
Drop Point
Digital Cloud
Advertising Screens
Buy digital
Invoicing products
Top up
e-money
Supply Chain
Platform
Warehousing
WAREHOUSE
WAREHOUSE Logistics
Electric Motorcycle
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KREN Awards & Credentials
The Best Fixed Income The Best Fixed Income
Forbes Asia’s Best Mutual Funds MRS Mutual Funds MRS
Accolades Under A Billion Bond Kresna 2020 by Bond Kresna 2020 by
Awards 2019 Investor Magazine Investor Magazine
50 Best of the 50 Best of the 100 Excellent The Best Issuer Indonesia Excellent The Best Fixed Income Gold Champion Best Fixed Gold Champion Best
Best Companies Best Companies Growth Company 2019 in Trade, Performance Public Mutual Funds MRS Bond Income Product MRS Fixed Income Product
Awards 2019 Awards 2018 Ranks 2019 Service and Company 2019 Kresna – Category: 5 Bond Kresna – Category: MRS Bond Kresna –
Investment Sector Years AUM > Rp10 Billion 3 Years AUM < Rp100 Category: 5 Years AUM <
Forbes Indonesia Forbes Indonesia Bisnis Indonesia - Category: 1 - 5T Warta Ekonomi – Rp100 Billion Billion Rp100 Billion
Pikiran Rakyat Majalah Investor Bareksa – Kontan Bareksa – Kontan
Stock Market
Indices Member of Member of MSCI Member of Member of Member of Jakarta Member of Indeks Member of IDX SMC
FTSE Global Indonesia ETF Pefindo25 Index Kompas100 Index Islamic Index (JII) Saham Syariah Composite Index
Micro Cap Index Year 2019/20 Year 2019/20 Year 2019/20 Year 2019/20 Indonesia (ISSI) Year 2019/20
Year 2022 Year 2019/20
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BUSINESS OVERVIEW
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Operational Metrics: Technology & Digital Segment
1Q23 1Q24
348 thousand 9 thousand 408 thousand 18 thousand
DISTRIBUTION VOLTA (EV) DISTRIBUTION VOLTA (EV)
POINTS POPULATION POINTS POPULATION
+19% YoY +92% YoY
24 thousand 126 28 thousand 237
SAAS & IT ADVERTISING SAAS & IT
ADVERTISING
CLIENTS SCREENS CLIENTS
SCREENS
+16% YoY +88% YoY
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Digital Distribution Points
(in thousands)
18% YoY
40% CAGR
410
393
348
331
265
213
160
76
51
2017 2018 2019 2020 2021 2022 2023 1Q23 1Q24
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Clean Energy
Transaksi Penukaran Baterai (x000) & Stasiun SGB
Volta Total Population
700 299 300
18,079
680 282 665 290
660 280
92%
9,405 640 625 270
6%
620 260
600 250
1Q23 1Q24
1Q23 1Q24 SGB battery swap volume (000x) SGB Stations
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SME Platform and Digital Advertising Devices
SME Platform SME Platform Signages
162.825 162.825 28.235
161.316
146.902
24.364
153.170
117.600
83.800 6,3% 15,9%
2020 2021 2022 2023 1Q24 1Q23 1Q24 1Q23 1Q24
Number of Devices
Signages Large Format – LED Videotron
28.235 81
27.596 71
68
24.732
19.600 48 48
15.100
2020 2021 2022 2023 1Q24 Jan 2024 Feb 2024 Mar 2024 Apr 2024 May 2024
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Important Milestone: Technology and Digital • Collaboration with AMG Group: access to +5,000 screens in +2,500 buildings to empower advertising businesses • Bank BNI and Lawson join as WABA SaaS clients: potential traffic volume 3-5 million per month • Collaboration between Volta – Gojek for Motorcycle Ownership Program (MOP) for drivers: market potential of around 3 million ride- hailing drivers
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Important Milestone: Technology & Digital I Clean Energy
• Volta, a Subsidiary, synergizes with Bank DKI to facilitate electric motorcycle
ownership
• PLN collaborates with Volta, a subsidiary, to accelerate the realization of the
electric vehicle ecosystem, including the deployment of battery swap station
• Telkomsel Jaga Bumi collaborates with Volta, a subsidiary, to present value-
added electric motorbike bundling program for reducing carbon emissions in the
transportation sector
• ESB - Volta, a subsidiary, collaborate with ABC Lithium to procure and assemble
electric vehicle batteries
• Increasing accessibility of electric vehicles for Bank Mandiri customers through
the electric motorcycles and vouchers sales of Volta, on the Livin’ by Mandiri
application
• With Over 40% of Domestic Component Levels, Volta, a Subsidiary, Officially
Receives Electric Vehicles Incentives from the Government
• To further accelerate electric motorcycle adoption, Volta, a subsidiary,
collaborates with Telkomsel to introduce an attractive bundling program
• Volta, a subsidiary, leads the acceleration of electric vehicles with Microsoft
through generative AI
• Enseval collaborates with Volta, a subsidiary, in electrifying Its logistics fleet
• Volta, a subsidiary, collaborates with Telkomsel to strengthen Internet of Things
(IoT) technology implementation in electric motorcycles
• AstraZeneca and Volta, a subsidiary, ignite transformation: Spearheading
healthcare decarbonization through electrifying mobility for a healthier tomorrow
• Twin Towers Ventures and Rigel Capital, unite in backing decarbonization efforts
of electric mobility provider, Volta, PT Energi Selalu Baru, a subsidiary
• Gentari and MCASH Group Drive to Boost Green Mobility Usage in Indonesia
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Important Milestone Fintech MatchMove, an investment entity, Partners with BitDATA Exchange to MatchMove, an investment entity, collaborates with Stripe to Expand Transform Enterprise Crypto Transactions. Internationally.
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Important Milestone Fintech M-DAQ, an investment entity, M-DAQ Global and M-DAQ, an investment entity, M-DAQ Global and M-DAQ, an investment entity, takes the lead in Thailand's TSFC Securities announced a strategic Thailand's TSFC Securities announced a strategic building a sustainable future with carbon net zero partnership to build a multi-currency solution for partnership to build a multi-currency solution for Thai pledge by 2023. Thai investors. investors.
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Important Milestone
Digital Content & Entertainment
• DMMX Gamindo Global, a subsidiary through Esports Academy ID (EAID) officially collaborated
with the Indonesian National Sports Committee (KONI) to develop Esports Education in Indonesia
• Synergy between MCAS, a subsidiary, with Telkomsel and Bank Mandiri, to support the creative
industry in Indonesia, by launching Telkomsel internet physical vouchers and Bumilangit Character
Design edition of E-Money Mandiri.
• DMMX Gamindo Global, a subsidiary, through Esports Academi ID (EAID) officially collaborated
with Garena in developing the 1,000 Scholarships “Garena E-sports for All” Program.
• DMMX Media, a subsidiary, together with Bumilangit, launched “Sri Asih” movie
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FINANCIAL OVERVIEW
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CHALLENGES AND OPPORTUNITIES
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Tantangan
Technology & Digital Segment: & Kesempatan
Challenges vs Opportunities
Challenges Opportunities
• Unstable macro environment (GDP • There are still many inefficiencies that occur
growth: +5.3% in 2022*, +5.0% in in society and corporations, implying many
2023*, 4,9% in 2024F**) business opportunities for the Company, to
offer various solutions through technology
• Changes in Government policies
• It is hoped that the new government can
• Society's adoption of bring a fresh direction for better change
technology, especially those
in rural areas • Market opportunities in several business
segments, such as clean energy, SaaS,
• Changes in consumer behavior are advertising and IT, are still very wide open
increasingly rapid
Source: *Biro Pusat Statistik, ** Worldbank
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STRATEGY TO IMPROVE COMPANY PERFORMANCE
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Our Vision: Digital Indonesia
Building digital infrastructure
& distribution networks
CORE
STRATEGIES
Growing users Enriching the
exponentially with infrastructures
partnership with use cases
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Growth Drivers: Technology & Digital Segment
Layanan SaaS & IT
Periklanan
Digital berbasis Energi Bersih
Cloud
Distribusi Konten &
Produk Digital Hiburan
Agregator Grosir Digital
Produk Digital
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Q&A PT Quantum Clovera Investama Tbk Tower B, 9th Floor 18 Parc Place SCBD Jl. Jend. Sudirman Kav. 52- 53 Jakarta 12190 Indonesia
Names mentioned 3 people and organisations named in the text · linked when the evidence is strong
unresolved
org
Bank DKI
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