St riving t o maximize value
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AGENDA
I. Indonesia Cement Highlights
II. Corporat e Prof ile
III. Financial Perf ormance
IV. St rat egic Init iat ives
V. Appendix
St riving t o maximize value
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Singapore Kuala Lumpur
SGG
1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
Semen Andalas Indonesia
Lhok Nga, Nanggroe Aceh D. Cap. 1.4 mn tons
under plant reconstruction
Indocement Tunggal Perkasa
Jakarta Cap. 17.7 mn tons
Semen Tonasa
South Sulawesi, Cap. 3.5 mn tons
Semen Padang
West Sumatera, Cap. 5.9 mn tons
Holcim Indonesia
Jakarta Cap. 7.9 mn tons
Semen Bosowa Maros
Maros, South Sulawesi Cap. 1.8 mn tons
Semen Baturaja
Palembang, South Sumatera Cap. 1.25 mn tons
Semen Gresik
East Java, Cap. 8.6 mn tons
Semen Kupang
Kupang, East Nusa Tenggara Cap. 0.57 mn tons
1. 1.
2. 2.
3. 3.
4. 4.
5. 5.
6. 6.
7. 7.
8. 8.
9. 9.
INDUSTRY STRUCTURE AND PLANTS LOCATION
Semen Gresik Group
Semen Gresik Group
• Total Installed National Capacity as of Sept. 2008: 47.22 mn tons year EoY 2007:45.07 mn tons cement year.
• National cement consumption in 11M2008: 34.96 mn tons 12.6 growth y-o-y and 34.2 mn tons in 2007 6.6 growth y-o-y.
• Domestic utilization rate per Nov. 2008: 81 EoY 2007: 76.
PT Semen Gresik Persero Tbk.
Total Cap. 18,0 mn tons
PT Semen Gresik Persero Tbk.
Total Cap. 18,0 mn tons
St riving t o maximize value
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AGENDA
I. Indonesia Cement Highlight s
II. Corporate Profile
III. Financial Perf ormance
IV. St rat egic Init iat ives
V. Appendix
St riving t o maximize value
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SGG IS THE 1 CEMENT COMPANY IN INDONESIA
1999 2005
2007
2006
1998
1995 1991
1957
n Founded August 1957 by the
first President of the Republic of Indonesia
n Capacit y: 250, 000 t ons per
annum “ t pa” n
Rights Issue
n Acquisition of Semen
Padang and Semen Tonasa n
GoI: 65, Publ ic: 35 n
Capacit y: 8. 5mn t pa n
EoY market cap: IDR 3. 8tn
n July 1991, Initial Public
Offering—listed on the Jakarta Stock Exchange and
Surabaya Stock Exchange
n Government of Republic of
Indonesia: 73, Public: 27 n
Capacit y: 1. 8mn t pa n
EoY market cap: IDR 0. 63tn
n Cemex S. A. de C. V.
Cemex became a strategic partner by
buying a 14 stake
n GoI: 51, Publ ic: 35,
Cemex: 14 n
Capacit y: 17. 3mn t pa n
EoY market cap: IDR4. 9tn
n September 1999, Cemex
upsized its stake to 26 n
GoI: 51, Publ ic: 23, Cemex: 26
n Capacit y: 17. 3mn t pa
n EoY market cap: IDR 6. 6tn
n GoI: 51, Publ ic: 23,
Cemex: 26 n
Capacit y: 16. 9mn t pa n
EoY market cap: IDR 10. 6tn
n July 2006, Blue Valley Holdings
PTE Ltd. “ Blue Valley” bought Cemex’ s 24. 9 stake in
SGG
n GoI: 51, Publ ic: 24, Blue
Valley: 25 n
Capacit y: 16. 9mn t pa n
EoY market cap: IDR 21. 5tn
n GoI: 51, Publ ic: 24,
Blue Vall ey: 25 n
Capacit y: 17. 1mn t pa n
EoY market cap: IDR33. 2tn
2008
n GoI: 51, Publ ic:
24, Blue Valley: 25
n Capacit y: 18. 0mn
t pa n
Market cap Dec. 16, 2008:
IDR22. 5tn
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OWNERSHIP STRUCTURE
Not e: As of Sept . 30, 2007
Six subsidiaries
Non-cement producers
PT Semen Gresik PT Semen Padang
PT Semen Tonasa
99. 9 99. 9
Blue Valley Holdings PTE Ltd. Government of the Republic of Indonesia
Public
n 24.9 ownership
n Raj awali Group purchased st ake f rom Cemex f or US337 mil lion t hrough Blue Valley Hol dings
n Raj awali Group is a maj or domest ic congl omerat e wit h businesses and global part nerships in t he foll owing indust ries:
n 51.0 ownership
n Original st ake reduced f ollowing Cemex’ s ent rance as a st rat egic part ner
n 24.1 ownership
Tobacco Telecommunicat ions
Ret ail Hot els
Airlines Propert y
St riving t o maximize value
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AGENDA
I. Indonesia Cement Highlight s
II. Corporat e Prof ile
III. Financial Performance
Kategori