$ESSA
$BRPT
$TPIA

Waktu dan tempat dipersilahkan, hasil cakaran

ESSA Industries Indonesia Tbk is poised to close 2025 on a stronger footing, supported by a rebound in ammonia sales volumes in the final quarter as plant utilization normalizes following operational adjustments earlier in the year. With fourth-quarter shipments estimated at around 180,000 tons and an average selling price (ASP) assumed at a conservative US$450 per ton, net profit for Q4 2025 is projected at roughly US$12 million, or about Rp190 billion. This late-year volume uplift is expected to lift full-year 2025 net income to approximately US$49 million (Rp760 billion), translating into earnings per share of around Rp44, based on the current share count.

Looking ahead to 2026, earnings momentum is expected to improve further as higher ammonia prices flow through results over a full year. Assuming stable production volumes and an increase in ASP to US$475 per ton, ESSA’s net profit could rise to an estimated US$60–65 million, equivalent to Rp930 billion to Rp1 trillion. Under this scenario, earnings per share would climb to roughly Rp54–58, underscoring the company’s operating leverage to ammonia prices and setting the stage for a clearer earnings re-rating should the commodity upcycle persist