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20240514_CNMA_Laporan Informasi dan Fakta Material_31638564_lamp3.pdf

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       PT Nusantara Sejahtera Raya Tbk




COMPANY PRESENTATION
    First Quarter of 2024 (1Q24)
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         DISCLAIMER
         -    You must read the following before continuing. By accepting this materials, recipients acknowledge that they have read, understood and
              accepted the terms of this disclaimer.


         -    These materials have been prepared by PT Nusantara Sejahtera Raya Tbk (the “Company”) and have not been independently verified. No
              representation or warranty, expressed or implied, is made and no reliance should be placed on the accuracy, fairness or completeness of the
              information presented or contained in these materials. The Company or any of its directors, officers, partners, employees, affiliates, advisers
              or representatives accepts no liability whatsoever for any loss howsoever arising from any information presented or contained in these
              materials. The information presented or contained in these materials is subject to change without notice and its accuracy is not guaranteed.


         -    This materials should not be relied upon for the purpose of evaluating the performance of the Company or for any other purpose. This
              materials should not be considered as a recommendation by the Company or any affiliate or other person in relation to the Company or any
              of its subsidiaries, nor does it constitute an offer to sell or a solicitation for an offer to buy the securities of the Company. In all cases,
              interested parties should conduct their own investigation and analysis of the Company and the information contained herein. Any decision
              to purchase or subscribe for any securities of the Company should be made after seeking appropriate professional advice. This materials
              shall not form the basis of any contract.


         -    This materials contains forward-looking statements that are subject to risks, uncertainties and other factors. All statements other than
              statements of historical fact or relating to present facts or current conditions included in this materials are forward-looking statements.
              Forward-looking statements give the Company’s current expectations and projections relating to the Company’s financial condition, results
              of operations, plans, objectives, future performance and business. You can identify forward-looking statements by the fact that they do not
              relate strictly to historical or current facts.


         -    This materials and its contents are wholly confidential and may not be further distributed or passed on to any other person or published or
              reproduced, in whole or in part, by any medium or in any form for any purpose.




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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1Q24 HIGHLIGHTS




                                                                     cinema
                                                • Admission increased 56.7% compared to 1Q23
                                                      • Opened 4 new locations and 19 screens




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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1Q24 HIGHLIGHTS




                                                                            F&B
                                        • Revenue grew 38.3% to IDR429,7 B compared to 1Q23
                                                                     • F&B to GBO achieved 52%




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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OPERATIONAL
HIGHLIGHTS



©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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OPERATIONAL HIGHLIGHTS




                                                          Units          1Q24          1Q23          FY23


               Admission                                         m.             21.1          13.5      84.3


               Avg. ticket price                               IDR        43,036        43,718        41,368


               Occupancy                                             %     24.1%         19.6%         27.0%


               F&B to GBO                                            %     52.0%         58.0%         58.3%


               F&B spend                                       IDR        22,401        25,363        24,122

               Local Movies
                                                                     %      68%           41%           45%
               market share


©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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FINANCIAL
HIGHLIGHTS



©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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FINANCIAL HIGHLIGHTS
Profit & Loss Statement


                In IDR m.                                            1Q24       1Q23      change     FY23

                Revenue                                         1,303,401      883,255    47.6%    5,230,778

                Gross profit                                     770,116       521,731    47.6%    3,130,260

                  Gross margin                                       59.1%      59.1%               59.8%

                Net profit                                       153,973       - 25,589   701.7%   742,308

                  Net margin                                         11.8%      -2.9%               14.2%

                EBITDA                                           382,455       184,571    107.2%   1,743,984

                  EBITDA margin                                      29.3%      20.9%               33.3%

                PATMI                                                141,562   - 24,450   679.0%   687,762

                   PATMI margin                                      10.9%      2.8%                 13.1%



©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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FINANCIAL HIGHLIGHTS
Balance Sheet & Cash Flow



     In IDR m.                                                                                     Note:
                                                              31-Mar-24    31-Dec-23   31-Dec-22
                                                                                                   The Company is in a net-cash position


     Cash & cash eqv                                           2,672,228   2,686,818   2,048,962

     Total assets                                              7,544,695   7,370,131   6,759,546

     Total equity                                              5,058,315   4,959,336   2,652,649




                                                                 1Q24        1Q23        FY23

     Cash from operation                                        346,806    187,819     1,792,741

     Capital expenditures                                       255,701    148,458     817,649




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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FY23 REVENUE CONTRIBUTION



                                   1Q24                                                     1Q23

                               2.0%                                                         2.0%
                     1.0%                         0.7%                               2.1%          0.8%

   33.0%
                                                                             35.2%                        60,0%



                                                                                                                  Cinema

                                                                                                                  F&B
                                                                     63.4%                                        Ads

                                                                                                                  Digital Platform

                                                                                                                  Event & Others




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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OUTLET PRESENCE &
EXPANSION




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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OUTLET PRESENCE

As per 31 Mar 2024, CNMA operates 244 cinemas with a total of 1,301 screens in 61 cities all over Indonesia.




                                                            Kalimantan            Sulawesi
                                                            78 screens            69 screens
                                                            15 locations          12 locations
                                                                                                                  Papua
                                                                                                                  16 screens
                                                                                                                  3 locations


              Sumatra
              207 screens
                                                                                                 Maluku Islands
              40 locations
                                                                                                 13 screens
                                                                                                 2 locations

                                                          Java*
                                                          879 screens
                                                          164 locations
                                                                           Bali & Nusa Tenggara
                                                                           39 screens
                                                                           8 locations
*Including Greater Jakarta with 515 screens in 91 locations


©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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1Q24
 EXPANSION PATH



      No                       Location                                 City, Province         Opening Date   No. of Locations   No. of Screens

     1Q24 addition:
       1                  Summarecon Mall                             Bandung, West Java          18-Jan             1                 6
       2                         Suncity                               Madiun, East Java          31-Jan             1                 3
       3                 AEON Mall Deltamas                          Bekasi, Greater Jakarta      22-Mar             1                 7
       4                        Citimall                                Garut, West Java          27-Mar             1                 3
                                                                                                                     4                 19
                 Additional screens to the existing
                             locations
                                                                                                                                       2



                 Total new locations/screens added                                                                   4                 21




     Note: The Company did not have any closures in 1Q24



©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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MOVIE SLATES




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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QUARTERLY MOVIE SLATES



                                                                        1Q24




         Agak Laen                                                   Pemandi Jenazah   Kung Fu Panda 4   Ancika: Dia yang Bersamaku
                                                Exhuma




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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UPCOMING
MOVIE SLATES



©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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APR-DEC 2024 HOLLYWOOD MOVIES


                 HOLLYWOOD


 The First Omen
 The Fall Guy
 Challengers
 Kingdom of the Planet of the Apes
 The Garfield Movie
 Inside Out 2
 A Quiet Place: Day One
 Despicable Me 4
 Deadpool & Wolverine
 Beetlejuice 2
 Transformers One
 Joker: Folie à Deux
 Venom 3
 Moana 2
 Untitled Karate Kid Movie
 Lord of the Rings: The War of the Rohirrim
 Mufasa: The Lion King
 Sonic the Hedgehog 3




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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APR-DEC 2024 INDONESIAN MOVIES


                 INDONESIAN


 Badarawuhi di Desa Penari
 Siksa Kubur
 Dua Hati Biru
 Glenn Fredly The Movie
 Vina: Sebelum Tujuh Hari
 The Architecture of Love
 Ipar Adalah Maut
 Tukar Takdir
 Laura
 Kaka Boss
 Heartbreak Motel
 Catatan Harian Menantu Sinting
 Danur 4
 5 CM: Secret Garden
 Warkop DKI 5
 Khanzab 2
 Comic 8 Revolution




©2024 PT Nusantara Sejahtera Raya Tbk • Confidential & Proprietary
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THANK YOU

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