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AGENDA
I. Indonesia: Count ry Cement Indust ry Prof il e
II. Corporate Profile
III. Market Updat e
IV. Financial Updat e
V. St rat egic Proj ect s
VI. Environment al Focus
VII. Fut ure of Indonesia’ s Cement Indust ry
VIII. Appendix
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1957: Inaugurat ion of Gresik I
1991: Init ial Publ ic Of f ering, Market Cap IDR0. 63t n, resul t ing sharehol ding post IPO:
• Government of Republ ic of Indonesia: 73
• Publ ic: 27
1995: Acquisit ion of PT Semen Padang Persero and PT Semen Tonasa Persero
1998: Cemex became a st rat egic part ner by buying a 14 st ake, Market Cap IDR 4. 9t n
1999: Cemex upsized it s st ake t o 25 by end 1999
2005: Tot al inst all ed product ion capacit y: 16. 92mm t . p. a. , Market Cap IDR 10. 6t n
2006: Bl ue Vall ey Hol dings bought Cemex’ s 24. 9 st ake in SGG, Market Cap IDR 21. 5t n
2008: Tot al Inst al l ed Capacit y: 18. 00mm t . p. a, Market Cap IDR 24. 8t n
2009: Target ed t ot al inst all ed cap: 19. 00mm, Market Cap per Sept 30, 2009: IDR 37. 4t n
Bl ue Val l ey Hol dings Pt e. Lt d. 24. 90
Publ ic 24. 09
The Government of t he Republ ic of Indonesia 51. 01
PT Semen Gresik Persero Tbk. PT Semen Padang
99. 99 PT Semen Tonasa
99. 99 Six subsidiaries
Non-cement producers
BRIEF HISTORY BRIEF HISTORY
OWNERSHIP STRUCTURE
1
OWNERSHIP STRUCTURE
1
SGG IS THE 1 CEMENT COMPANY IN INDONESIA
¹ As Sept 30, 2009
0,0 5,0
10,0 15,0
20,0
19 57
19 80
19 80
19 84
19 85
19 86
19 94
19 96
19 97
19 98
20 06
20 07
20 08
20 09
SGG CAPACITY BUILD-OUT MM TONS SGG CAPACITY BUILD-OUT MM TONS
Current capacity = 19. 0 mm tons
Five subsidiaries Non-cement producers
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SGG’ s COMPARATIVE COMPETITIVE ADVANTAGE
Broadest footprint of plants and distributors
in Indonesia GEOGRAPHIC SCOPE
Superior product quality through production and
operational excellence TECHNICAL CAPABILITIES
Highest plants ut ilisation in Indonesia
ASSET UTILISATION Deep relationships with
distributors to serve t he retail and bulk markets
DISTRIBUTION NETWORK
Superior customer service via consistency in
product and delivery CUSTOMER REPUTATION
High operating margins plus disciplined financial
management FINANCIAL STRENGTH
SGG SGG
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Cost leadership EBITDA
Distribution leadership Market share
Brand leadership Price
Service leadership Customer loyalty
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AGENDA
I. Indonesia: Count ry Cement Indust ry Prof il e
II. Corporat e Prof ile
III. Market Update