St riving t o maximize value
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AGENDA
I. Indonesia Cement Highlight s
II. Corporat e Prof ile
III. Financial Performance
IV. St rat egic Init iat ives
V. Appendix
St riving t o maximize value
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FINANCIAL HIGHLIGHTS
6,123 7,915
1,272 2,063
1,734 2,895
7,092
9M07
19 7
47 20
27 21
15
CAGR
2003 - 2007
7,538 9,670
1,799 2,775
2,396 3,793
8,798
9M08
23.1 6,627
5,500 4,467
3,642 3,334
Total Equity
22.2 8,515
7,496 7,298
6,666 6,559
Total assets
41.4 1,775
1,296 1,002
509 373
Net profit
34.5 2,855
2,234 1,999
1,412 1,386
EBITDA
38.2 2,397
1,779 1,539
965 929
Operating profit
31.0 4,001
3,328 2,892
2,061 1,893
Gross Profit
24.1 9,601
8,728 7,532
6,068 5,450
Revenue
Change
2007 2006
2005 2004
2003
Rp billions KEY FINANCIAL HIGHLIGHTS
Unaudit ed Unaudit ed
St riving t o maximize value
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Ot her s 8. 1
Player 2 19. 3
Player 1 34. 7
Semen Gr esi k
18. 2 Semen
Padang 11. 9
Semen T onasa
7. 8
CAPACITY SHARE — 2007 CAPACITY SHARE — 2007
Sem en Tonasa
8. 6 Ot her s
10. 2
Semen Padang
14. 2 Semen
Gr esi k 21. 6
Player 1 30. 9
Player 2 14. 6
Total Capacity = 45. 07 mn tons SGG
Total 37.9
SGG Total 44.4
MARKET LEADER IN TERMS OF REVENUE AND CAPACITY SHARE
Leading market share for the past several years
Total Consumption = 34. 2 mn tons DOMESTIC MARKET SHARE — 2007
DOMESTIC MARKET SHARE — 2007
Source: Research report s, management plan
CAPACITY SHARE — 11M 2008 CAPACITY SHARE — 11M 2008
DOMESTIC MARKET SHARE — 11M 2008 DOMESTIC MARKET SHARE — 11M 2008
SGG Total 43.6
Total Consumption = 34. 96 mn tons Total Consumption = 34. 96 mn tons
SGG Total 38.1
Total Capacity = 47. 22 mn tons Total Capacity = 47. 22 mn tons
Sem en Tonasa
3. 5 Ot her s
3. 62 Sem en
Padang 5. 9
Sem en Gr esi k
8. 6
Player 1 17. 7
Player 2 7. 9
Semen Tonasa
8. 4 Ot her s
10. 0
Semen Padang
13. 4 Sem en
Gresi k 21. 8
Player 1 32. 4
Player 2 14. 2
St riving t o maximize value
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CONSISTENT REVENUE GROWTH WITH STRONG BALANCE SHEET
Revenue—last 5 years IDR bn Sales volumes—last 5 years mm t ons
Cash balance IDR bn Total debt IDR bn
4,995 5,613
6,933 8,163
8,948 8,457
341 653
565 599
454 455
2003 2004 2005 2006 2007
9M 2008
Domest ic Sales Export Sales
CAGR 03—07
10 16
12.0 13.3
14.3 15.0
15.2 12.4
2.3 2.3
2.1 1.8
1.8 0.8
2003 2004
2005 2006
2007 9M
2008
Domest ic Expor t
5 6
CAGR 03—07
Not e: Sales volumes include cement and clinker volumes
3, 304 1, 424
2, 939 1, 929
642 908
2003 2004
2005 2006
2007 9M
2008
CAGR 03—0
7 46
73 146
1, 526 1, 093
849 212
2003 2004
2005 2006
2007 9M
2008
CAGR 03— 07 -39
Include short t erm invest ment
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SOLID PROFITABILITY INDICATORS
Return on asset
5.6 7.7
14.3 17.5 22.2 18.6
2003 2004 2005 2006
2007 9M
2008
Net margin
6.8 8.4 13.3 14.8
18.5 20.4
2003 2004 2005 2006 2007 9M
2008
Total assets turnover
81.5 91.8 107.9118.0
119.9109.9
2003 2004 2005 2006 2007 9M
2008
:
Avg. total assets IDR bn
6,684 6,613 6,982 7,397 8,006
9,670
2003 2004 2005 2006 2007
9M 2008
Revenue IDR bn
5,450 6,068 7,532 8,728
9,601 8,798
2003 2004
2005 2006
2007 9M
2008
373 509
1,002 1,296
1,775 1,799
2003 2004
2005 2006
2007 9M
2008
Net profit IDR bn
:
:
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SOLID PROFITABILITY INDICATORS
11.6 14.6 24.7 26.0 29.0 23.9
2003 2004
2005 2006
2007 9M
2008
Return on equity
EBITDA margin
25.4 23.3 26.5 25.6 29.7 31.6
2003 2004
2005 2006
2007 9M
2008
1,386 1,412 1,999
2,234 2,775
2,849
2003 2004
2005 2006
2007 9M
2008
EBITDA IDR bn
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SOLID CREDIT METRICS
0.8x 1.1x
0.05x 0.4x
0.09x 0.03x
2003 2004
2005 2006
2007 9M
2008
Debt EBITDA EBITDA int erest
12.6x 27.6x
207.6x
5.9x 3.4x
243.8x
2003 2004
2005 2006
2007 9M
2008
Debt capital
4 20
6 2.5
35 29
2003 2004
2005 2006
2007 9M
2008
Debt equity
0.41x 0.54x
0.04x 0.24x
0.06x 0.03x
2003 2004
2005 2006
2007 9M
2008
St riving t o maximize value
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AGENDA
I. Indonesian Cement Highlight s
II. Corporat e Prof ile
III. Financial Perf ormance
IV. St rategic Initiatives