Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TAPG.JK
Strong BuyPremium GrowerREMOVEPT Triputra Agro Persada Tbk · Consumer Defensive · Indonesia · $2.6B · Avg Vol: $3M/d
While exposure to agro-commodities is a theme, the valuation metrics and operational complexity for a massive Indonesian palm oil player do not offer the asymmetric growth profile we seek. We prefer companies with more direct, un-copyable moats rather than commodity-price takers vulnerable to local regulatory shifts and trade bans.
COMPANY DESCRIPTION
PT Triputra Agro Persada Tbk engages in the oil palm plantations and palm oil processing businesses in Indonesia. It produces crude palm oil, palm kernel, slab, and ribbed smoked sheet products.
FINANCIAL SUMMARY (IDR)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.3T | 8.3T | 9.7T | 11.4T | 6.9% | 11.8T | 12.7T | 13.1T | 7.2% |
| EPS (IDR) | 150.00 | 81.00 | 157.00 | 186.00 | 7.4% | 203.90 | 215.50 | 212.07 | 6.8% |
| Shares | 19.9B | 19.9B | 19.9B | 19.9B | 0.0% | 19.9B | — | — | — |
| Debt | 2.3T | 1.1T | 1.1T | 1.1T | -22.2% | 1.1T | — | — | — |
| Equity | 10.0T | 10.9T | 10.8T | 11.2T | 3.8% | — | — | — | — |
| Op CF | 3.2T | 1.6T | 3.2T | 3.4T | 2.6% | 3.7T | — | — | — |
| Inv CF | -662.8B | -441.8B | 576.2B | 373.4B | — | — | — | — | — |
| Fin CF | -1.9T | -2.0T | -3.5T | -3.5T | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of TAPG.JK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TAPG.JK | PT Triputra Agro Persada Tbk(you) | $2.6B | 99 | Strong Buy |
| P8Z.SI | Bumitama Agri Ltd. | $2.8B | 89 | Strong Buy |
| SMAR.JK | PT Sinar Mas Agro Resources and Technology Tbk | $1.1B | 100 | Strong Buy |
| AALI.JK | PT Astra Agro Lestari Tbk | $932M | 99 | Strong Buy |
| CPIN.JK | PT Charoen Pokphand Indonesia Tbk | $3.0B | 79 | Buy |
| JPFA.JK | PT Japfa Comfeed Indonesia Tbk | $1.5B | 85 | Strong Buy |
| LSIP.JK | PT Perusahaan Perkebunan London Sumatra Indonesia Tbk | $664M | 100 | Strong Buy |
| DSNG.JK | PT Dharma Satya Nusantara Tbk | $999M | 90 | Strong Buy |
| BNE.SI | Kencana Agri Limited | $123M | 99 | Strong Buy |
| SGRO.JK | PT Prime Agri Resources Tbk | $508M | 53 | Hold |
Peer medians: ROE 16.7% · P/E 9.7x · Gross margin 27.5%