Added to YB: 2026-01-20
Pitch date: 2026-01-17
ARNA.JK [neutral]
PT Arwana Citramulia Tbk
+0.93%
current return
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Sign up for the newsletter.
Company Info
PT Arwana Citramulia Tbk, together with its subsidiaries, manufactures and distributes ceramic tiles in Indonesia.
Market Cap
IDR 3.7T
Pitch Price
IDR 535.00
Price Target
N/A
Dividend
8.11%
EV/EBITDA
5.42
P/E
9.18
EV/Sales
1.26
Sector
Building Products
Category
value
Gustav Portfolio Deep Dive: PT Arwana Citramulia Tbk
ARNA.JK (holding update): Indonesian tile company, one of world's biggest/most effective but small scale. 9x P/E, 5.3x EV/EBITDA, 11% FCF yield. High profitability but limited growth. Risks include gas subsidy changes, import duty shifts, property market exposure.
Read full article (1 min)