Added to YB: 2025-09-24
Pitch date: 2025-09-22
INTP.JK [neutral]
PT Indocement Tunggal Prakarsa Tbk
-12.75%
current return
Author Info
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Company Info
PT Indocement Tunggal Prakarsa Tbk manufactures and sells cement products in Indonesia and internationally.
Market Cap
IDR 14.9T
Pitch Price
IDR 6.4K
Price Target
N/A
Dividend
5.69%
EV/EBITDA
3.56
P/E
6.70
EV/Sales
0.72
Sector
Construction Materials
Category
value
Patches AKF | Portfolio Holdings - Valuation Analysis - PT Indocement Tunggal Prakarsa Tbk
INTP.JK (holding update): Indonesian cement co trades at $77 EV/ton (discount to replacement cost) despite 60% capacity utilization. Strong competitive position, high FCF conversion. Earnings near 10yr avg at low utilization - significant upside if capacity hits 70%. 44% payout ratio (3.7% yield) + IDR2.25b buyback (~10% mcap) with strong balance sheet.
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