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20240621_WINS_Laporan Informasi dan Fakta Material_31663408_lamp1.pdf
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PT WINTERMAR OFFSHORE MARINE Tbk
Jl. Kebayoran Lama No 155
Jakarta 11560 Indonesia
Tel : 62 21 530 5201 / 2
Fax : 62 21 530 5203
www.wintermar.com
NO. 107/NL/VI/2024
NEWSLETTER # 107
21 June 2024
WINTERMAR’S PUBLIC EXPOSE 2024
Wintermar has invested US$13.9 Wintermar telah menginvestasikan
million out of total planned capex of US$13,9 juta dari total rencana capex
US$35 million for 2024, anticipating US$35 juta untuk 2024, dengan antisipasi
higher demand for OSVs driven by peningkatan permintaan OSV yang
increased offshore investments and didorong oleh peningkatan investasi lepas
tight supply. pantai dan ketatnya pasokan.
During the Virtual Public Expose on 21 June 2024, PT Selama Paparan Publik Virtual pada 21 Juni 2024, PT Wintermar
Wintermar Offshore Marine Tbk (Wintermar) updated on Offshore Marine Tbk (Wintermar) memaparkan perkembangan atas
strategic plans to expand its fleet to capitalize on the rencana strategis menambah armadanya guna memanfaatkan
anticipated growth in the oil and gas industry. The Company pertumbuhan yang diantisipasi pada industri minyak dan gas.
anticipates higher charter rates to come as investment into Perusahaan memperkirakan akan terjadi kenaikan tarif seiring
offshore deepwater oil and gas (O&G) fields and recent O&G dengan investasi di blok minyak dan gas lepas pantai deepwater
discoveries have propelled demand for offshore supply serta penemuan di deepwater baru-baru ini yang telah mendorong
vessels (OSV) while supply remains constrained. permintaan kapal pendukung lepas pantai (OSV) sementara
pasokan masih terbatas.
By the end of May 2024, Wintermar's fleet comprised 42 Hingga akhir Mei 2024, armada Wintermar terdiri dari 42 kapal,
vessels, with a focus on the high value segment to drive dengan fokus pada segmen high value untuk mendorong
future profitability. Wintermar has placed orders for two profitabilitas masa depan. Wintermar telah memesan dua Heavy
Heavy Load Barges (HLB), which are expected to be Load Barge (HLB), yang diperkirakan akan selesai dibangun pada
delivered by year end, and one Accommodation Work Barge akhir tahun, dan satu Accommodation Work Barge (AWB) ke
(AWB) to its fleet. This was funded by internal cash flow and armadanya. Investasi ini didanai oleh arus kas internal dan
the sale of two low-yielding vessels, including one Anchor penjualan atas dua kapal dengan kinerja yield rendah, termasuk
Handling Tug (AHT) and one Fast Utility Vessel (FUV). In satu Anchor Handling Tug (AHT) dan satu Fast Utility Vessel (FUV).
April, one older Platform Supply Vessel (PSV) was sold at Pada April, satu Platform Supply Vessel (PSV) dijual dengan valuasi
favorable valuation. Two PSVs are currently undergoing yang menguntungkan. Dua PSV saat ini sedang menjalani
reactivation and are expected to commence operations by reaktivasi dan diperkirakan akan mulai beroperasi pada akhir
the end of the second half of 2024. semester kedua 2024.
Fleet utilization in the 5-month period till end May 2024 was Utilisasi armada pada 5 bulan hingga akhir periode Mei 2024 adalah
68%, similar to the utilization rate in 2023. This reflects the 68%, sama dengan utilisasi pada tahun 2023. Hal ini mencerminkan
current early stage of the oil and gas investment cycle with tahapan awal dari siklus investasi minyak dan gas dengan sifat
shorter term contracts associated with exploration activities. kontrak berjangka pendek, khususnya kegiatan eksplorasi. Namun,
However, the average charter rates for the same 5-month tarif sewa rata-rata untuk periode 5 bulan yang sama meningkat
period rose 23.1% for high-tier vessels and 14.5% for mid- 23,1% untuk kapal high tier dan 14,5% untuk kapal mid tier
tier vessels compared to the average for the full year 2023. dibandingkan tarif sewa rata-rata untuk setahun penuh 2023.
The Company expects further increases in charter rates and Perusahaan mengharapkan kenaikan lebih lanjut dalam tarif sewa
utilization in the second half of 2024. dan utilisasi di semester kedua 2024.
ISM Code & ISPS Compliant
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PT WINTERMAR OFFSHORE MARINE Tbk
Jl. Kebayoran Lama No 155
Jakarta 11560 Indonesia
Tel : 62 21 530 5201 / 2
Fax : 62 21 530 5203
www.wintermar.com
NO. 107/NL/VI/2024
Finance Director Janto Lili reported that the Company's Janto Lili, Direktur Keuangan melaporkan bahwa Laba Bruto
Gross Profit for the 1Q2024 reached US$5.0 million, Perusahaan untuk 1Q2024 mencapai US$5,0 juta, mencerminkan
reflecting a significant improvement compared to 1Q2023 of peningkatan yang signifikan dibandingkan 1Q2023 senilai US$3,0
US$3.0 million. This increase was driven by additional juta. Peningkatan ini didorong oleh penambahan kapal higher value
higher-value vessels starting operations and higher charter yang beroperasi dengan tarif sewa yang lebih tinggi yang
rates, leading to margin expansion. The gross profit margin menghasilkan ekspansi margin. Margin laba bruto meningkat
increased to 27.1% in the first quarter of 2024, compared to menjadi 27,1% pada kuartal pertama 2024, dibandingkan dengan
20.7% for the full year 2023. Wintermar's low net gearing of 20,7% untuk keseluruhan tahun 2023. Net Gearing Wintermar
below 1% positions the Company well to fund growth berada sangat rendah di bawah 1% memposisikan Perusahaan
initiatives and capitalize on market opportunities. The strong dengan baik untuk mendanai inisiatif pertumbuhan dan
financial performance is expected to continue, supported by memanfaatkan peluang pasar. Kinerja keuangan yang kuat
the anticipated increase in charter rates and fleet utilization diperkirakan akan terus berlanjut, didukung oleh peningkatan tarif
in 2H2024. sewa dan utilisasi armada yang diantisipasi pada semester 2H2024.
Managing Director Sugiman Layanto expressed confidence Sugiman Layanto, Direktur Utama Wintermar menyatakan
in the coming years, in anticipation of continued strong keyakinannya di tahun-tahun mendatang, atas antisipasi
demand for offshore support vessels driven by rising peningkatan permintaan kuat secara berlanjut untuk kapal
investments in deepwater oil and gas projects. This is in line pendukung lepas pantai yang didorong oleh peningkatan investasi
with the Company’s strategy in recent years to focus the fleet di proyek minyak dan gas deepwater. Hal ini sejalan dengan strategi
on higher-value vessels including dynamic positioning Perusahaan dalam beberapa tahun terakhir untuk memfokuskan
vessels. This positive outlook comes at a time when the armadanya pada kapal higher value (bernilai tinggi) termasuk kapal
supply for OSVs remains tight due to the industry's downturn dengan dynamic positioning. Prospek positif ini datang pada saat
over the past years, which bodes well for sustained higher pasokan untuk OSV tetap terbatas karena penurunan industri
charter rates. selama beberapa tahun terakhir, yang menjadi pertanda baik untuk
tarif sewa tinggi yang berkelanjutan.
For the future, Wintermar will continue to focus on the Untuk kedepannya, Wintermar akan terus fokus pada akuisisi
selective acquisition of higher-value vessels to improve selektif kapal higher value untuk meningkatkan profitabilitas armada
overall fleet profitability. The Company is actively seeking secara keseluruhan. Perusahaan secara aktif mencari peluang
fleet expansion opportunities and is developing in house ekspansi armada dan mengembangkan aplikasi digital in house
digital applications to enhance operational capacity through untuk meningkatkan kapasitas operasional melalui teknologi.
technology. Wintermar's strategy includes targeting high-tier Strategi Wintermar termasuk menargetkan kapal high tier dan
and specialized vessels to meet the increasing demand from khusus untuk memenuhi permintaan yang meningkat dari proyek
deepwater and ultra-deepwater projects. Additionally, the deepwater dan ultra-deepwater. Selain itu, Perusahaan bertujuan
Company aims to strengthen its presence in international untuk memperkuat kehadirannya di pasar internasional untuk
markets to capitalize on higher charter rates and expanding memanfaatkan tarif sewa yang lebih tinggi dan peluang yang
opportunities. berkembang.
Ms. Pek Swan Layanto, CFA
Investor Relations
PT Wintermar Offshore Marine Tbk
Tel (62-21) 530 5201 Ext 401
Email: investor_relations@wintermar.com
DISCLAIMER
Certain statements made in this publication involve a number of risks and uncertainties that could cause actual results to differ materially from
those projected. Certain statements relating to business and operations of PT Wintermar Offshore Marine Tbk and Subsidiaries (the company)
are based on management’s expectations, estimates and projections. These statements are not guarantees of future performance and involve
risks, uncertainties and assumptions that are difficult to predict. Certain statements are based upon assumptions as to future events that may
not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such statements.
ISM Code & ISPS Compliant
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PT WINTERMAR OFFSHORE MARINE Tbk
Jl. Kebayoran Lama No 155
Jakarta 11560 Indonesia
Tel : 62 21 530 5201 / 2
Fax : 62 21 530 5203
www.wintermar.com
NO. 107/NL/VI/2024
The company makes no commitment, and disclaims any duty, to update or revise any of these statements. This publication is for informational
purposes only and is not intended as a solicitation or offering of securities in any jurisdiction. The information contained in this publication is
not intended to qualify, supplement or amend information disclosed under corporate and securities legislation of any jurisdiction applicable to
the company and should not be relied upon for the purpose of making investment decisions concerning any securities of the company.
ISM Code & ISPS Compliant
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