PT United Tractors Tbk (UNTR) memperkirakan permintaan alat berat akan segera pulih pada sisa Semester II-2024. Hal ini didorong oleh ekspektasi perbaikan kinerja di industri pertambangan nasional. Untuk itu, perseroan memutuskan untuk merevisi target penjualan alat berat Komatsu dari 4.000 unit menjadi 4.500 unit pada 2024.
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00:00The United Tractors Ltd. has announced that the demand for heavy equipment will immediately recover in the second half of 2024.
00:11This is driven by the expectation of job improvement in the national mining industry.
00:16Therefore, the company decided to revise the target of selling Komatsu heavy equipment from 4,000 units to 4,500 units in 2024.
00:24The United Tractors Ltd. estimates that the demand for heavy equipment will immediately recover in the second half of 2024.
00:35As it is known, the sale of UNTR heavy equipment by Komatsu has decreased by 29% annually to 2,515 units per July 2024.
00:47As many as 63% of Komatsu's heavy equipment sales are directed to the mining sector, followed by the agro sector 14%, construction 13% and forestry 10%.
00:59The decrease in heavy equipment sales is one of the factors behind the increase in UNTR's financial energy.
01:06Per the first half of 2024, the net income was corrected by 6% annually to 64.5 trillion rupiah.
01:14There was also a clean sheet, United Tractors decreased by 15% annually to 9.5 trillion rupiah.
01:21Nevertheless, last year UNTR still enjoyed the high impact of the price of the coal community, which made mining owners eager to increase their production capabilities.
01:31Thus, the demand for heavy equipment also increased significantly last year.
01:35UNTR management also believes that the demand for heavy equipment, especially in the mining sector, will increase in the rest of the first half of 2024.
01:43As a result, although there was a decrease, UNTR decided to revise the target of selling Komatsu's heavy equipment from 4,000 units to 4,500 units in 2024.
01:54This number is still lower than the sales of company's heavy equipment last year, which was 5,270 units.