3 mio ton 54. 0 mio ton 0 – 8. 0 • 8 mio ton 43. 6 mio ton 9 mio tons 5 mio ton 5 mio ton JAVA 136, 563, 142 SULAWESI MALUKU KALIMANTAN 13, 772, 543 782, 377 172 350

2 1. Semen Padang 6. 1 mn t on 2. Semen Gresik 10. 0 mn t on 3. Semen Tonasa 4. 1 mn t on 4. Semen Andal as 3 1. 6 mn t on 5. Semen Bat uraj a 1. 3 mn t on 6. Indocement TP 18. 6 mn t on 7. Hol cim Indonesia 8. 5 mn t on 8. Semen Bosowa 3. 8 mn t on 9. Semen Kupang 4 0. 5 mn t on TOTAL 54. 0 mn ton CEMENT INDUSTRY 2009 2010F 2011F 1 CEMENT INDUSTRY AT A GLANCE Production Capacity : 49. 8 mio ton

51. 3 mio ton 54. 0 mio ton

• Domestic Growth : 2. 0 6. 0

6. 0 – 8. 0 •

Domestic Utilization : 77 79 81 • Total Utilization : 85 85 85 • Supply  Domestic : 38. 5 mio ton

40. 8 mio ton 43. 6 mio ton

 Export : 4. 0 mio tons 2. 9 mio tons 2. 5 mio ton  Import 2 : 1. 5 mio tons 1. 5 mio tons

1. 5 mio ton

1 Based on t he Company’ s f orecast 2 Import ed cement by PT Semen Andal as as it s cement pl ant is current l y under reconst ruct ion 3 Under reconst ruct ion, schedul ed t o compl et e in 2011 4 Semen Kupang does not produce or sel l cement in t he l ast 3 years due t o it s f inancial probl em Singapore Kuala Lum pur SMGR 4 4 1 1 5 5 6 6 7 7 2 3 8 8 9 9 THE PLAYERS and CAPACITY 2011 SMGR: 20. 2 mio ton 37 of Industry Cap. 3 COMPARISON: CEMENT CONSUMPTION PER CAPITA 2010 Source: UBS; Deut sche, Indonesi a Cement Associ at i on 200 400 600 800 1000 1200 1400 1600 S au di A ra bia C hin a S ou th K or ea S in ga po re M ala ys ia I ta ly Ja pa n V ie tn am U S A Th ail an d G er m an y I n do ne sia I n dia Ph ilip in a kg capit a 172 kg kg Region Populat ion Cement Consump- t ion t on Cement Consumpt . Per Capit a kg GDP – US 2009

1. JAVA 136, 563, 142

21, 996, 688 161 2, 801 2. SUMATERA 50, 613, 947 9, 690, 931 191 2, 359

3. SULAWESI MALUKU

19, 926, 385 3, 421, 522 172 1, 261

4. KALIMANTAN 13, 772, 543

2, 833, 018 206 4, 327 5. BALI NUSA TENGGARA 13, 067, 599 2, 326, 931 178 1, 117 6. PAPUA 3, 612, 854 513, 287 142 3, 269 Tot al Indonesia 237, 556, 470

40, 782, 377 172

2, 350

MARKET BY GEOGRAPHY CEMENT CONSUMPTION PER CAPITA FY2010 Papua Bali N T Kalimantan Sulawesi Populat ion Dist ribut ion Populat ion Dist ribut ion Sumatera 21.3 Java 57.5.

8.4 5.8

5.5 1.5

4 REGION MARKET SHARE SMGR INTP SMCB BSWA ANDLS BTRJA

1. JAVA 38. 2