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                                        14/06/2024




          PUBLIC EXPOSE
   PT. PELANGI INDAH CANINDO,TBK
                ( PICO )
          JAKARTA, 21 JUNI 2024




              DAFTAR ISI :

v COMPANY PROFILE
v PRODUCT OVERVIEW
v FINANCIAL & OPERASIONAL PERFORMANCE

v FINANCIAL PROJECTION

v BUSINESS PLAN




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                                                                                  14/06/2024




                        COMPANY PROFILE
 —




     PT Pelangi Indah Canindo (“PICO” or the “Company”) was established in
 1983 as a metal packaging manufacturer in Indonesia.
The company has more than 40 years of experience in this industry and has
become one of the leading companies in the metal packaging industry offering
a wide range of products in various sizes such as steel drums, LPG cylinders,
pail cans, plastic drums, and metal printing jackets. The Company's Head Office
is located at Daan Mogot Km 14, and has factories operating in several
locations, namely Cikupa, Cimone, and Cilacap.

 —




                              MILESTONE




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                                                                                                                 14/06/2024




                               MILESTONE (Continued)


             • Mencapai Kapasitas Produksi OPTIMAL
      2019

             • Terjadi Masa Pandemic COVID-19 Pendapatan Perseroan turun menjadi 30%.
      2020

             • 23 Agustus 2021 PKPU Pada PN Niaga Jakarta Pusat
      2021

             • 24 Mei 2022 Tercapai Perdamaian dengan seluruh Kreditur (HOMOLOGASI)
               dengan skema penyelesaian kewajiban 6-8 tahun
      2022

             • Masa Pemulihan dengan mememuhi kewajiban sesuai skema HOMOLOGASI &
               meningkatkan penjualan / kinerja perusahaan
      2023




Product Overview                   Product Overview


                                                                             Metal Jacket & Printing Sheet
                    Steel Drums                                              Producing metal Jacket sheets for
                    Drum      packaging      for                             battery products and printing
                    lubricant oil, asphalt, and                              sheets for biscuit tins, with an
                    chemical products, with an                               annual production capacity of
                    annual production capacity                               519,000,000 sheets and 6,000,000
                    of 2,598,750 steel drums                                 sheets, respectively




                                                                             Steel Component
                                                                             Steel components that do not
                    LPG Tank                                                 require     any      assembly
                    Various size of LPG cylinders,                           production process, which can
                    including 3kg, 12kg LPG, 15kg                            be sold directly to similar
                    LPG, and 45-50kg LPG                                     factories.



                    General Can & Pail Can
                    General cans / plastic drums for
                    various products, such as aerosol
                    gas and lubricant oil, and pail can
                    for paint packaging, with an
                    annual production capacity of
                    319,200 cans / drums and
                    1,500,000 pail cans, respectively




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                                                                                           Main product

                                                                       Product            Production          Realization                          Realization            Realization
                                                                                          Capacity per           2023                                 2022                   2021
                                                                                             Year


                                                                    Steel Drum           2.500.000              1.112.012                                983.595              836,857



                                                                    Plastic Drum           576.000                       274.819                         247.345              220.227



                                                                    Pail Can             1,500,000                                    86.670             195.529              149.079



                                                                    Metal Printing       6.000.000              1.727.644                            1.583.658             1.910.000




                                                                              Historical Financial Performance

                                                80.000                                                    700.000
IDR Mio (Net Income, EBITDA, Gross Profti)




                                                60.000                                                    600.000

                                                40.000
                                                                                                          500.000
                                                                                                                    IDR Mio (Sales)




                                                20.000                                                                                  The Decrease of Sales due to the high price of raw
                                                                                                                                               materials and lack of working capital
                                                                                                          400.000
                                                                                                                                        o Historically, sales in 2021 and 2022 experienced a
                                                    -                                                                                     significant increase due to an increase in sales of drum
                                                                                                          300.000                         products such as steel drums and plastic drums. In
                                                                                                                                          addition, the Company also shifted its focus on selling
                                               (20.000)                                                                                   pail can products due to rising raw material prices and
                                                                                                                                          limited working capital.
                                                                                                          200.000
                                               (40.000)                                                                                 • Achievement of performance in 2023 is quite good
                                                                                                                                          with an increase in sales, net income and ebitda.
                                               (60.000)                                                   100.000                       • Performance achievements in 2023 will not be good
                                                                                                                                          due to a decrease in sales, net profit and ebitda.
                                                                                                                                        • The projection for 2024 is expected to be even better
                                               (80.000)                                                   -
                                                                                                   2024
                                                           2020       2021      2022     2023
                                                                                                  (PRY)
                                             Net Income -64399       -48357     8905     5660      9048
                                             EBITDA         -6269     -6033     26501    24501    24919
                                             Grosss Profit 12191      16614     60843    52603    58884
                                             Sales         308444    455741    549570   547818   602600




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                                                      Historical Product Performance
Sales Contribution
                                                                                                              Sales are dominated by steel component products in
                                  100%                                                                                             2021-2023
                                                                                                                   o Historically, the Company has sold several products,
                                   90%
                                                                                                                     namely Steel Drum, Asphalt Drum, Pail Can, Plastic
                                   80%                                                                               Drum, Metal Jacket and Printing Services.
                                                                                                                   o Steel Drums provides the largest sale contribution
                                   70%                                                                               with a total of 72,16 in 2021, 68,21% in 2022 and
                                                                                                                     76,66% in Y2023, while the second largest contributor
                                   60%
                                                                                                                     came from Stell Component Product with an average
                                   50%
                                                                                                                     sales of 11,73% in 2021, 13,93% in 2022 and 11,8% in
                                                                                                                     Y2023.
                                   40%                                                                              Shifting to focus more on steel drum production
                                                                                                                           due to increase in demand and higher
                                   30%
                                                                                                                                        profitability
                                   20%                                                                             o In 2021 up to now, the Company have focus its
                                                                                                                     business plan for Steel Drum production due to its
                                   10%                                                                               higher margin as well as to fulfill Pertamina’s and
                                                                                                                     Shell’s demand, which maintain the Steel Drum sale
                                    0%                                                                               contribution from 2021 at 72,16% to 68,21% in 2022
                                             2020         2021           2022         2023     2024 (PRY)
      Steel Component, Plate Cutting,                                                                                and 73,66% in Y2023.
                                            0,2815       0,1173          0,1393       0,118        0,118
               Waste Plate
                                                                                                                   • Plastic Drum in 2022 increase 9,4% in 2021 to 10,55%
      Printing                              0,0326       0,0225          0,0335      0,0108        0,0108
                                                                                                                     in 2022 and 10,4% Y2023.
      Metal Jacket                          0,0454       0,0318          0,0203      0,0223        0,0223
      Plastic Drums                         0,0709        0,0947         0,1055      0,1038        0,1038          o Steel Component products are products that do not
      Pail Can                              0,0512     0,011984607       0,0193      0,0084        0,0084            require any further assembly production process,
      Asphalt Drums                         0,0557     0,047451311       0,0415       0,052        0,052
                                                                                                                     which can be sold directly to the similar companies.
       Steel Drum - Pertamina               0,1869       0,1313          0,3413       0,342        0,3109
                                                                                                                     These products are relatively lower margin in
                                                                                                                     comparison with other products
      Steel Drum - Private               0,276054291     0,3618          0,3413      0,3109        0,3109




                                                      Historical Sales Performance

                250.000


                200.000
 (in IDR Mio)




                150.000


                100.000


                 50.000


                       -
                                    2020                          2021                        2022                         2023                     2024 (PRY)
    Steel Drum Swasta          Steel Drum Pertamina    Asphalt drum      Pail Can   Plastic Drum    Metal Jacket    Printing Service   Steel Component, Plate Cutting, Waste


                Improved sales performance of steel drums
                In 2023 the drum product market experienced an increase in sales performance.
                o Under normal conditions, demand for canned products from the consumer goods sector during Eid Mubarak is higher, but in 2023 demand is
                  stable as last of year.
                o Sales of Pail Can and Metal Printing products decreased significantly due to high raw material prices, so the company reduced Pail Can
                  production.




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,
                                    REVENUE PROJECTION
(in 000 rupiahs)

                   Description           2021             2022             2023              2024-P

                                         Actual          Actual           Actual            Projection

    REVENUE

•      Steel Drum                        328.882.239      374.837.288      403.518.181        443.869.999

•      Plastic Drum                       43.168.066       58.006.657       56.881.356         62.569.492

•      Pail Can                            5.461.875       10.599.367          4.627.023        5.089.725

•      Metal Jacket                       14.497.973       11.138.312       12.233.725         13.457.098

•      Printing Services                  10.261.483       18.431.931          5.940.435        6.534.479

•      Material & Metal componen          53.469.200       76.556.076       64.617.506         71.079.257

    Total Revenue                        455.740.836      549.569.631      547.818.227        602.600.050




                                    FINANCIAL HIGHLIGHT
        (In 000 rupiahs)

                     Description        2021            2022            2023                2024
                                        Actual         Actual           Actual             Proyeksi

         Total Revenue                  455.740.836    549.569.631      547.818.227         602.600.050



        Gross Profit                     16.614.443     60.843.209       52.602.740          58.883.834


         Net Profit                     (48.356.764)     8.904.522        5.659.644            9.048.045


         EBITDA                          (6.032.581)    26.501.405       24.918.768          33.123.528


         DSR (Ebitda/liabilities)        (93,1)           25,9          15,5                11,5


         Net Profit to Equity            (25,5%)        4,5%            2,7%                4,2%


         Current Ratio                      0,55               2,37            2,09         2,17


         DER (Debt to Equity Ratio)         0,52                3,31             1,73       1,63




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                                                Current Condition

                          Factors                                                               Description

                                                               • PICO has held the Pertamina contract for a period of 3 years with total
                                                                 Amount
                                                               • The company gradually increased sales of Steel Drums and focused on
            • Sales Contract with Pertamina                      selling other products and adjusted selling price.
                                                               • Increase in demand for cans from consumer products sector such as
            • The High price of Raw Materials
External                                                         biscuits cans, wherein under normal condition, seasonal demand for biscuit
Factor                                                           cans increase during Eid Mubarak.
            • Increase of Customer Demand
                                                               • Increase in demand for metal drums due to the increase in consumer's
                                                                 purchasing power in the automotive sector.




Internal                                                       • The increase in sales volume causes the gross profit margin to increase.
Factor
            • Increase in Economics of Scale                   • Working capital requirements increase due to increased sales volume and
                                                                 price of raw materials.
            • The Lack of Working Capital
                                                               • Payment of homologation obligations since June 2022-Dec 2023 is
            • Homomogtion (PKPU)                                 proceeding according to schedule.




                                                    Business Plan

                                                            Business Plan




                                                  • The company will focus on producing Steel Drums and increasing sales of Steel
                                                    Drums at a competitive selling price which is believed to provide higher profitability.
      Focus on steel drums
      production/sales and                        • Utilization of steel drums sales production in 2022 have only reached 58% and in
      increase sales to new                         2023 reached 60% of production capacity. In the future, the Company will focus on
            markets                                 increasing steel drums production with a higher target utilization rate at 70%
                                                  • For the target market, the Company strives to serve the production of steel drums
                                                    including avtur fuel packaging, and to serve customers at more competitive prices. In
                                                    addition, there was an increase in production demand by private customers, namely
                                                    Shell.




                                                  • The decline in Pail Can sales in 2020 up to 2023 was due to high raw material prices
                                                    which impacted the Company's profitability and caused the Company to shift its
     Pail can Product and to                        focus to other profitable products. Due to this, starting in 2024, the Company has
   increase metal jacket sales                      no plans to increase Pail Can sales.
    by exploring new markets
                                                  • Metal jacket sales also decreased since 2021 and going forward the company will
                                                    continue to strive to increase sales by proposing several battery companies such as
                                                    Panasonic battery.




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                             Partnership Perseroan




                                                 Company Awards
   As one of the leading metal packaging manufacturers, for its best performance, Pelangi Indah Canindo has
received certificates and awards from various leading institutions below. Every operational and financial activity
                            of the Company, is integrated in the ERP system My SAP.


                                             —    SAP, ISO, SNI, UN MARKS
                                         —       BISNIS INDONESIA AWARDS
                                         —       PT PERTAMINA (PERSERO)




            Thank you for your attention




                                                                                                                             8

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