Indofood Agri Resources (5JS) H2 2025 earnings summary

Executive summary

• FY2025 sales rose 32% to Rp21,057bn on higher ASPs and volumes in Plantations and Edible Oils & Fats; NPAT increased 19% to Rp2,514bn.

• Attributable profit rose 14% to Rp1,270bn; fully diluted EPS increased 14% to Rp910.

Financial highlights

• Gross profit increased 13% to Rp5,396bn; Adjusted EBITDA rose 14% to Rp5,299bn.

• Core profit increased 16% to Rp2,595bn; it excludes forex, biological-asset fair-value changes, plasma-receivable ECL, PPE impairment and goodwill impairment.

• Adjusted EBITDA excludes forex, biological-asset fair-value changes and PPE impairment.

• 2H25 sales rose 31% YoY to Rp11,664bn and NPAT rose 18% to Rp1,750bn; gross profit fell 1% to Rp3,161bn.

Outlook and guidance

• 2026 plantation priorities: improve operations and cost controls, advance agronomic innovation and productivity, and prioritize critical capital investments.

• Following the 4Q25 refinery expansion, plans include growing sales volumes with competitive pricing, stronger distribution and consistent product availability.