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20240401_HDFA_Laporan Informasi dan Fakta Material_31622326_lamp3.pdf

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Page 1
Public Expose
   2024
Page 2
 Public Expose 2024


                 Company in a Brief

                 Macro & Industry Condition
AGENDA
                 Operational & Financial Performance


                 Strategy 2024
Page 3
               History of the Company
                                                                    Transform Business Model



                              2019                                       2020                        2021
                               Radana held HMETD II (Rights               Rubicon closed the         Radana      held     private
                               Issue) & Rubicon became the                deal after MTO in          placement to       increase
                               controlling shareholder                    April                      public shares




        2015                                              2014                                                   2013
        Radana held HMETD I                PT HD Finance Tbk                                   Tiara Marga Trakindo
        (rights issue)                     changed its name to PT                              (TMT) became the major
                                           Radana        Bhaskara                              shareholder
                                           Finance Tbk




                               1972                                          2005                                               2011
                    PT Indonesia Lease Corporation      Orang Tua Group acquired PT                                 PT HD Finance held Initial
                    (Indo Lease) was established        Indonesia   Finance   Lease                                 Public Offering (IPO) and
                                                        Corporation and changed its                                 became a public company
                                                        name to HD Finance.


Mitra Andal, Sahabat Anda                                                                                                   PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   2
Page 4
               Shareholder Structure

                               Public             Rubicon Investment Holding Pte. Ltd.
                               7,62%              Rubicon Investments Holding Pte. Ltd. (“Rubicon”) is directly controlled and majority
                                                  owned by Archipelago Asia Focus Fund Pte. Ltd., a company incorporated under the
                                                  laws of the Republic of Singapore ("AAFF SG") and indirectly controlled by Archipelago
                                                  Capital Partners Pte. Ltd. (“ACP”), an investment company incorporated under the laws
                                                  of the Republic of Singapore and licenced by the Monetary Authority of Singapore in
                       TMT                        Singapura.
                      37,15%            Rubicon
                                        55,23%    PT Tiara Marga Trakindo
                                                  Established as a Holding Company of the TMT Group in 2000, PT Tiara Marga Trakindo
                                                  (TMT) is a private company headquartered in Jakarta. TMT oversees several sub-
                                                  holdings in heavy equipment procurement and services, financing, integrated minerals
                                                  and energy, consumer retail, hospitaly and food manufacturing.




Mitra Andal, Sahabat Anda                                                                       PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   3
Page 5
 Paparan Publik 2024


                 Company in a Brief


                 Macro & Industry Condition
AGENDA
                 Operational & Financial Performance


                 Strategy 2024
Page 6
                Macro & Industry
    Inflation (% yoy)                                        Source: BI   Non Performing Performance -                                           Source: OJK
                                                                          Multifinance (%)
    5,51                    4,97       3,52       2,28           2,61


   4Q22                     1Q23       2Q23       3Q23          4Q23

                                                                               2,32          2,37          2,67               2,59               2,44
    PDB (% yoy)                                             Source: BPS

     5,01                   5,04       5,11       5,05            5,05


                                                                               4Q22          1Q23          2Q23              3Q23               4Q23
    4Q22                    1Q23       2Q23       3Q23           4Q23

    Investment Financing (IDR Bn)                           Source: OJK   Working Capital Financing (IDR Bn)                                      Source: OJK




                                                                                                                                                45.557
                                                  154.396       154.351                                                      44.330
                                        150.008                                                            43.033
                             148.659                                                         41.690
       141.630                                                                 39.579


         4Q22                 1Q23      2Q23       3Q23          4Q23           4Q22          1Q23         2Q23               3Q23               4Q23

Mitra Andal, Sahabat Anda                                                                                 PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   5
Page 7
 Public Expose 2024


                 Company in a Brief


                 Macro & Industry Condition
AGENDA
                 Operational & Financial Performance

                 Strategy 2024
Page 8
               Operational & Financial Performance
                Performance Summary 2023



                                            2.87 T                                  2.14%                                  1.84 T
                      New Booking                                 NPF-gross Ratio
                                                yoy
                                                          48%                        yoy
                                                                                           52.5%   Total Liabilities
                                                                                                                               yoy        73%




                                          -57.2 B                                   2.46 T                                 616 B
                        Net Profit                        -231%     Total Aset             42%       Total Equity                         -9%
                                                yoy                                  yoy                                      yoy


                Source: Radana Finance
                Notes: T forTrillion, B for Billion, in Rupiah


Mitra Andal, Sahabat Anda                                                                                  PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   7
Page 9
               Operational & Financial Performance
                Operational Performance 2023
                                            New Booking (in IDR Bn)                 • In 2023, Radana recorded a total new booking of IDR 2.87
                                                                   +48%     2.871     Trillion, with a composition of 62% factoring or IDR 1.79
                                                      1.943
                            1.485                                                     Trillion, 29% ABF or IDR 838 Billion and 8% FMU or IDR 240
                                                                                      Billion.
                             2021                     2022                  2023


                                         Account Receivables (in IDR Bn)
                                                                                    • In 2023, Radana recorded a total Account Receivables of IDR
                                                                   +35%               1.98 Trillion with a composition of 42% Factoring or IDR 845
                                                                            1.987
                            1.007
                                                      1.469                           Billion, 52% ABF or IDR 1.02 Trillion , 6% FMU or IDR 112
                                                                                      Billion and the rest came from Legacy.
                             2021                     2022                  2023


                                                NPF-gross (in %)                    • NPF-gross was in a healthy trend and recorded at 2.14% as of
                                                                                      December 2023. NPF-gross was maintained below the
                                                                   +52,5%
                                                                            2,14      regulation maximum level, and supported by a healthier
                              0,13                    0,04                            portfolio throughout 2023.
                             2021                     2022                  2023

                Source: Radana Finance

Mitra Andal, Sahabat Anda                                                                                  PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   8
Page 10
               Operational & Financial Performance
                Financial Performance 2023
                                         Revenue (in IDR Billion)


                                                                  +30%           • Total Revenue was recorded at IDR 260 Billion, up
                                                                          260
                                                   200                             30% YoY in 2023 due to increase in new
                              155
                                                                                   financing disbursements by 48%

                                                                                 • Total Operating Expense was recorded at IDR 255
                               2021               2022                    2023     Billion or increased by 77% YoY throughout 2023
                                                                                   due to financing expenses related to the company
                                          OPEX (in IDR Billion)                    borrowing needs to support its core activities,
                                                                                   expand business opportunities, and enhance the
                                                                    77%
                                                                          255      company capacity.

                              124                  144




                               2021               2022                    2023


                Source: Radana Finance

Mitra Andal, Sahabat Anda                                                                  PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   9
Page 11
               Operational & Financial Performance
                Financial Performance 2023
                                         Net Profit/Net Loss (in IDR Billion)

                                                                        -231%
                                                         44
                                35


                                                                                          • Total Net Loss was recorded at IDR 57
                              2021                      2022                    2023
                                                                                           Billion or decreased by 231% YoY, and Net
                                                                                 (57)      Profit Margin was recorded ar -22,05% in
                                                                                           2023. This was primarily attributed to the
                                                     NPM (in %)                            losses   incurred       from     unutilized       DTA
                                                                                           2018/2019, which was charged in 2023.

                               22,42                    21,89




                               2021                     2022                    2023

                                                                                (22,05)



                Source: Radana Finance

Mitra Andal, Sahabat Anda                                                                       PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   10
Page 12
               Kondisi Operasional & Keuangan
                 Financial Performance 2023
                                           Asset (In IDR Billion)

                                                                        +42%
                                                                               2.460   • Total assets increased by 42% YoY due to hiked
                            1.280                   1.737
                                                                                         financing receivables, which directly contributed
                                                                                         from increased in new financing disbursement by
                              2021                  2022                       2023
                                                                                         48%.
                                         Liabilities (in IDR Billion)

                                                                        +73%   1.844   • Liabilities in 2023 was recorded at IDR 1.8
                                                    1.064                                Trillion, increased of 73% YoY due to utilization
                             651
                                                                                         of bank loan facility to support the company’s
                                                                                         business expansion in disbursing new financing.
                              2021                  2022                       2023

                                          Equity (in IDR Billion)                      • Equity in 2023 was recorded at IDR 616 Billion,
                                                                        -9%              decreased      -9% YoY due to Unutilized DTA
                                                     673
                             629                                                         2018/2019, which was charged in 2023, resulting
                                                                               616
                                                                                         in a loss after tax

                              2021                  2022                       2023


                Sumber: Radana Finance

Mitra Andal, Sahabat Anda                                                                        PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   11
Page 13
 Public Expose 2024


                 Company in a Brief


                 Macro & Industry Condition
AGENDA
                 Operational & Financial Performance


                 Strategy 2024
Page 14
                Strategy 2024

            1         Development and strengthening of Factoring Products and Asset-Based
                      Financing (ABF) Products.

            2         Opening a Point of Sales to expand market share in Factoring and ABF
                      Financing products

            3
                      Implementing a focus on Dealer Approach and Key Account Approach for ABF
                      products.

            4
                      Implementing a focus on Anchor-Based Relationship, Vendor-Based
                      Relationship, and Working Capital Facility for Factoring products.

            5         Expanding access to funding from banks (domestic & foreign) with competitive
                      interest

Mitra Andal, Sahabat Anda                                                      PT Radana Bhaskara Finance Tbk | Paparan Publik 2024   14
Page 15
                      THANK YOU
                           PT Radana Bhaskara Finance Tbk
CIBIS Nine Building Jl. TB Simatupang No.02., RT.1/RW.5, Cilandak Timur, Kec. Ps. Minggu
              Kota Jakarta Selatan, Daerah Khusus Ibukota Jakarta 12560

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Names mentioned 11 people and organisations named in the text · linked when the evidence is strong

linked org Tiara Marga Trakindo p.3 ×3
linked org Radana Bhaskara Finance Tbk p.3 ×29
linked org Rubicon Investments p.4
unresolved org HD Finance Tbk p.3 ×3
unresolved org Finance Tbk p.3
unresolved org PT Indonesia Lease Corporation p.3
unresolved org Rubicon Investment Holding Pte. Ltd. p.4
unresolved org Rubicon Investments Holding Pte. Ltd. p.4
unresolved org Archipelago Asia Focus Fund Pte. Ltd. p.4
unresolved org Archipelago Capital Partners Pte. Ltd. p.4
unresolved org PT Tiara Marga Trakindo Established p.4

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