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Taylor Elite	11-May-2026 15:05        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	How you know is not good, RODSTEWARD      ( Date: 11-May-2026 10:39) Posted: Results coming out soon n does not look good thats why not moving
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RODSTEWARD Member	11-May-2026 10:39        RODSTEWARD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results coming out soon n does not look good thats why not moving
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Taylor Elite	11-May-2026 10:19        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chandra aris Pacific and barito pacific Hit low and rebound Let qat h closely
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labuubuuu Veteran	11-May-2026 09:08        labuubuuu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy 14-17-21 Trading Range 17 rebound 22
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Taylor Elite	08-May-2026 16:39        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cham Chandra aris Pacific and barito and All red Red
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Taylor Elite	07-May-2026 08:41        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	USA and Iran cease fire near to settle,good to open Hormuz strait, Chandra aris Pacific and hiap Seng industrial open big Deal, And rumours that they don't need to tender and given the project because Chandra dont want any unforeseen to topple their facility. 14-17 buy in deep if f hse short
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labuubuuu Veteran	06-May-2026 13:56        labuubuuu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jurong island very busy the hiap Seng industrial worker very 😊 coming Shell and Exxon huge project Just need a professional team ot a dream 10cts not a dream Vibrant Tian yuan Chandra Barito Glencore piscesmonkey      ( Date: 05-May-2026 15:40) Posted: https://www.marketscreener.com/news/barito-pacific-posts-qtrly-consolidated-net-profit-after-tax-of-us-271-mln-ce7f58dedf8ff022
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Taylor Elite	05-May-2026 17:28        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	supplies. Babel Insight +1 Major Update: Force Majeure Lifted TPIA has officially ended the force majeure status that was previously imposed due to global supply chain disruptions. Restored Reliability: Operations are now stable, ensuring a steady supply of key materials like polyethylene (PE) and polypropylene (PP) for domestic industrial sectors. PT Bursa Efek Indonesia +1 Strategic Sourcing: To achieve this, TPIA successfully secured alternative raw material sources from the United States and optimized its refinery facilities in Singapore. kontan.co.id +1 Internal Prioritisation: The company is now prioritising its own ethylene production for internal polymer plants to further strengthen supply continuity. PT Bursa Efek Indonesia
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Taylor Elite	05-May-2026 16:41        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	6075 2030 20% up Any news?
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Taylor Elite	05-May-2026 16:20        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	6000 and2210
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Taylor Elite	05-May-2026 15:44        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Indonesia president and Trump son close link good for Chandra aris Pacific latest acquisition Esso mobile
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piscesmonkey Supreme	05-May-2026 15:40        piscesmonkey About Contact  Quote this Post!
x 0   x 1  Alert Admin	https://www.marketscreener.com/news/barito-pacific-posts-qtrly-consolidated-net-profit-after-tax-of-us-271-mln-ce7f58dedf8ff022
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piscesmonkey Supreme	05-May-2026 15:37        piscesmonkey About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.marketscreener.com/news/pt-chandra-asri-pacific-tbk-chandra-asri-lifts-force-majeure-status-strengthens-reliability-of-na-ce7f58dfd189f420
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piscesmonkey Supreme	05-May-2026 15:32        piscesmonkey About Contact  Quote this Post!
x 0   x 0  Alert Admin	Weekly chart now break 21 could go up 39 next resistancd
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piscesmonkey Supreme	05-May-2026 15:05        piscesmonkey About Contact  Quote this Post!
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piscesmonkey Supreme	05-May-2026 14:57        piscesmonkey About Contact  Quote this Post!
x 0   x 1  Alert Admin	Mother powerup son going powerup?
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Taylor Elite	05-May-2026 14:44        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Barito pacific 2200 +200 Chandra aris Pacific 5900 +825 Good observe 😉 17-18 last calllllll Well-done Miss the boat ⛵ ⛵ ⛵ ⛵ ⛵ Taylor      ( Date: 05-May-2026 14:16) Posted: Green and super green now chandra asri Pacific
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Taylor Elite	05-May-2026 14:16        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Green and super green now chandra asri Pacific
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piscesmonkey Supreme	05-May-2026 13:21        piscesmonkey About Contact  Quote this Post!
x 0   x 2  Alert Admin	Sarah Soraya Good afternoon, everyone, and thank you for joining Chandra Asri Group' s Q1 2026 earnings call. It' s been a defining quarter for the group, one that really reflects exceptional transformation, delivered at scale. Over the past 12 to 18 months, we have fundamentally reshaped the business in terms of scale, in terms of capabilities, and overall earnings quality. And in today' s session, we will walk you through our performance and key milestones, how that performance was delivered, and how we are positioning the business for the sustained long-term growth. Before we begin, let me briefly go through the disclaimer, and then I will hand over the session. So, today' s discussion includes forward-looking statements, subject to risk, also uncertainties, including market conditions, operational factors, and regulatory developments. Please refer to the full disclaimer in the materials for more details. And now, let me quickly walk you through today' s agenda. The first one, Pak Andre will start by covering our performance and overall strategy. And then Pak Philippe will then walk us through our key growth platforms. And lastly, Bu Alexandra will follow with an update on sustainability and our portfolio transformation. We will then conclude with a question-and-answer session. And now, I' ll hand over the session to Pak Andre to take us through the transformation milestones. Over to you, Pak Andre. Andre Khor Sure, thank you, Sarah. So, this slide really encapsulates on the page, Chandra Asri' s pace and scale of transformation. So, over 2025, we have completed and integrated multiple major platforms, from Aster Chemicals and Energy, through to Aster Polymer Solutions, the acquisition of the Condensate Splitter Unit, as well as the Esso retail network. And at the same time, we also expanded into infrastructure: into logistics, and new energy platforms, supported by disciplined financing, including an award-winning USD 1 billion sustainability-linked loan. And the key point is this. It' s a year of transformation, integration, and scale, and Chandra Asri is building a single, cohesive, transformative energy platform in Southeast Asia and beyond. Next slide. So, in Q1 2026, we' ve actually realised the output from the transformation that we have deployed at scale. We delivered a revenue of $2.4 billion, a record operating EBITDA of $421 million, and a net profit of $205 million, and more importantly, the earnings mix has shifted. Energy now accounts for 60% of our total earnings, chemicals at 37%, and infrastructure at 3%. So, Chandra Asri has transformed and expanded beyond a single cracker unit in Indonesia to being based out of three locations, Bukom, Jurong, as well as Cilegon, with multiple units from upstream through to downstream, through to retail units in energy, chemicals, and infrastructure. And all this matters because it improves cash flow generation, earnings stability, and boosts our portfolio resilience. This is fundamentally a structural shift and transformation of Chandra Asri Group. We have actually executed this while materially strengthening the balance sheet. So, it' s not an or - it' s an and. We' ve actually grown our assets to USD 12.6 billion, we' ve boosted our equity to USD 4.9 billion, and our liquidity stands at a very strong USD 3.8 billion, underpinning our rock-solid balance sheet. This gives us both resilience and flexibility. Our capital approach remains disciplined. Selective investments, strong return thresholds, and prudent leverage. Q1 2026 was pretty much shaped by geopolitical volatility. We saw sharp increases across energy markets. Brent was up 48%, diesel up 167%, jet fuel was up 133%, and Naphtha was up 105%. And while this supported margins, our performance is not market-driven alone. We have actually executed throughout the volatility to maintain utilisation, to optimise feedstock, and to manage our systems actively. Our performance was underpinned by four key pillars, transformational M& A and integration, strategic sourcing and partnerships, capital discipline, as well as agile operations. We worked hard to close as smoothly all the very complicated deals with Shell, with Petrochemical Corporation of Singapore, as well as with Chevron Phillips and with ExxonMobil, to realise our integration and scale. We partnered with our JV shareholders, Glencore, to actively diversify our crude and buying from Latin America, America, West Africa, and Southeast Asia. And hence, we were able to perform better than other refiners who' ve had to load down or even shut down. Our team raised financing at the right time to be able to have financial strength, resilience, and flexibility to close deals, to move fast, and to finance our working capital needs at this present juncture. Our plant operators were very nimble to operate and test all the new crudes that we have managed to run the plant at an extended period. This allows us to optimise across the value chain and capture value end-to-end. The key point is this: we operated through volatility with stability, flexibility, and control. Looking ahead, our growth is anchored on downstream expansion, infrastructure scaling, retail transformation, as well as sustainable value chains. These will be the next long-term drivers of diversified earnings for Chandra Asri Group. I will now hand over to Philippe and Alexa. Philippe Pangestu Thank you so much, Pak Andre, for that amazing overview of our performance and where we' re heading. So now, let' s zoom in and do a bit of a deep dive on each of these projects. I' ll start with the CA-EDC project, our USD 800 million cornerstone investment in Indonesia' s downstream chemicals industry. This will be the largest chlor-alkali project in Indonesia. What makes this project significant is what it enables downstream. The CA-EDC plant will produce two outputs that Indonesia currently has to import. The first is caustic soda, a key input for Indonesia' s mining sector, including nickel for the EV battery supply chain. And the second is ethylene dichloride, the key feedstock for PVC, which is widely used in pipes, cables, and other construction materials. So, both these things, Indonesia consumes at scale, and currently sources from abroad. As Indonesia continues to build out its mining downstream, its EV batteries capacity, and a broader chemicals base, demand for these outputs will only grow. And by building this plant, Chandra Asri will be uniquely positioned to capture that demand domestically. On execution, progress has been strong. Last September, we were only at 33% completion, mostly site preparation and groundwork. Six months later, this April, we' re already at approximately 60% completion. You can see the contrast on the slide from the cleared line on the left to active construction on the right. Strategically, this project delivers on two points. For Indonesia, it builds downstream capability and cuts import dependency on critical materials. For Chandra Asri, once at scale, CA-EDC Plant will become a major contributor to our group' s earnings, and a foundational asset for our long-term downstream position. So that' s the CA-EDC. Let' s move on to the next project. So, for the next project, I want to give you an overview of our infrastructure platform, Chandra Daya Investasi, or CDI for short. This platform plays two roles for the group. It' s the infrastructure backbone that supports our growth. And it also generates stable recurring income for us. We' re building it across four pillars, each of which has had concrete progress in the past quarter. First, we have power. We' re adding 5 MWp new solar capacity, with commercial operations targeted for 2026. In Singapore, we have Aster Power, which has awarded Sembcorp a 16 MWp solar contract. We' re also in discussions with Sembcorp to expand this partnership across the broader Southeast Asian region, so look forward to hearing more from this partnership. Second, we also have water. Through our wholly-owned subsidiary, Chandra Tirta Karian, we' re building two things. A 13.9 litre per second wastewater pipeline, as well as a treatment facility that can process 1,200 cubic meters of water per day. Then third, we have ports and storage. Funded from IPO proceeds, our tank farm and ethylene pipeline is already around 60% complete. We also have a 12,000 cubic meter bitumen tank farm coming online in 2026. In addition to this, Aster Ports and Terminal has just commenced its first third-party storage contract. This is an important commercial milestone for that business, with many more to come. Then finally, fourth, we have logistics. We launched Boreas, our 9,000 deadweight tonnage chemical vessel, with commercial operations targeted for Q2 of 2026. We' re scaling really fast, and we aim to grow our fleet to 20 vessels by year end. Now, together, these four pillars, do two things for us. They support our growth and operations, and they also generate a growing stream of recurring income from third-party customers. Across all these pillars, CDI has been able to deliver a strong quarter of execution. Now, let' s move on to the next project. For this project, we will turn to Singapore. So, earlier this year, we acquired the Esso retail network, and since then, we' ve been able to move very quickly. I' d like to walk you through two initiatives that we' ve launched in under just one year. First, we' re proud to announce that we' ve won the tender for a new Esso station in Tengah. The site has strong location fundamentals, letting us bring us bring a transformational, fresh retail concept to customers. It sits on prime traffic corridor along the main road from the PIE exit, which is a primary artery for residential traffic. It' s also the only petrol station in the precinct with 9 HDB estates within a 500 metre radius of it. That gives us a structural first-mover advantage in one of Singapore' s fastest-growing residential areas. Then next, we' re also proud to announce that we' ve entered into a partnership with Cold Storage to launch new concept stores across our Esso retail network. This is a win-win, because Cold Storage gains instant distribution across our Singapore footprint, and our stations gain a stronger, fresher retail offering for customers. It also marks the beginning of a format shift, transforming each station from a traditional fuel stop into an integrated convenience and energy hub, capturing demand beyond just the pump. Together, these two initiatives show our pace and ambition on the Esso acquisition. We' rere able to cover so much meaningful ground in just one quarter. Now, with that, I' ll hand it over to Alexa, who will walk us through the Puraglobe project. Alexandra Sukanegara Okay, thank you, Philippe. So, now we move on to our next flagship project of the Group. We are expanding into higher-value sustainable products. Around 2 weeks ago, Aster has signed an MOU with Puraglobe - this is a German-based company, focused on oil refining and oil recycling into high-quality base oils. Through Puraglobe, we would convert used motor oil, or UMO, into premium, re-refined base oils. So this, actually enhances our value capture, also supports stronger margins for us, and would reinforce our circularity strategy, and deepen our integration across our value chain. And then on the next slide. Chandra Asri Group, we are also committed to economic circular, and sustainability. Sustainability is indeed, embedded across our portfolio as a Group. And then, thisunderpins our long-term strategy and how we position our business for our long-term growth. So then, we are progressing with a range of key initiatives. That would include circular waste initiatives, also SAF development andethanol-to-jet pathways. So altogether, all these efforts would position us early in low-carbon value chains and would also help us to create clear exposures to future high-growth opportunities going forward for Chandra Asri as a group. So, now, we move on to how we transform our portfolio, and Pak Andre will cover that session. Andre Khor Thanks, Alexa and Phil. So, this slide now shows the new house of Chandra Asri, where we are now operating a fully integrated platform across energy, chemicals, and infrastructure that is built on foundations to underpin stronger resilience, earnings quality, and long-term growth visibility. You can see under the energy pillar, we have our soon-to-be 300 KBD refinery alongside our Esso platform. In the chemical space, we have world-scale plants in Cilegon, in Jurong, as well as the up-and-coming caustic soda plant. And in infrastructure that is highly value accretive, we have logistics, water, ports, as well as electricity to complement and augment our growing business. So with this new house of Chandra Asri, it is now time to continue the next phase of transformative growth as we consolidate our wins and accelerate to the next phase. So this is our refreshed strategy. Our refresh strategy is to ROAR. It is really our focus is to be able to capture and ensure that there' s a coherence of our total narrative. Firstly, we will look to rejuvenate the core. We' re investing in and expanding the life of our existing assets, whether it' s Cilegon or Jurong or Bukom. From Cilegon upgrades through to Bukom rejuvenation, we will ensure competitiveness and reliability. Second, we are orienting towards sustainability. As we have shared, we have started building future-facing platforms, whether it' s in sustainable aviation fuels, re-refined-based oils, or low-carbon energy solutions that are hydrogen-ready, we are positioning the portfolio for long-term transition, including supporting the EV value chain from our caustic soda plant. Third, we will accelerate M& A and integration. We will continue to pursue discipline, programmatic M& A across Southeast Asia, leveraging the strength of our Indonesian heartland, as well as our new Singaporean platform, not just to grow, but to integrate and unlock value across the value stream. And fourth, we will reimagine business models, and this is critical. From AI-enabled operations through to integrated energy, chemicals, infrastructure, and retail platforms, we will look to redefine how our business operates and create more value. And if you look across all these initiatives on this page, they are not isolated projects. They are part of our coherent strategy designed to scale, to integrate, and to fundamentally redefine our contribution to society and to our shareholders and stakeholders down the line. To summarise and to close. Chandra Asri has transformed the portfolio, we have strengthened the balance sheet in parallel, and we' ve delivered record results in Q1 2026. We have a clear plan forward that is actionable, and we' ll deliver sustainable growth. And our continuous focus will be on execution, to deliver continuously and to consistently scale up the platform. With that, we will now open to Q& A. Thank you.
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piscesmonkey Supreme	05-May-2026 12:11        piscesmonkey About Contact  Quote this Post!
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