Indonesia · Delayed Price · Currency is IDR PT Avia Avian Tbk Earnings Call Transcripts
Fiscal Year 2026
-
Q3 sales rose 13.9% to IDR 2.3T, while margins remained profitable amid soft demand, destocking and higher input costs. FY guidance stands; Q4 sales recovery is expected as retailer inventories normalize.
-
Revenue grew 19.7% year-over-year in Q2 2026, with strong margins and double-digit growth in both core segments. Price increases and product innovation offset raw material cost pressures, while guidance was raised amid ongoing macroeconomic uncertainty.
-
Double-digit revenue and profit growth in Q1 2026, driven by strong market share gains and robust distribution expansion. Price hikes offset rising raw material costs, while disciplined cost management and product innovation supported stable margins.
Fiscal Year 2025
-
Revenue grew to $494 million in 2025 with strong margins and increased market share, despite a soft demand environment. Architectural Solutions and Trading Goods segments both posted solid growth, while disciplined cost management and network expansion supported profitability.
-
Double-digit revenue and profit growth in Q3 2025 was driven by market share gains, disciplined cost management, and product innovation. Strong performance in wall and waterproofing segments offset a normalized margin in Trading Goods, while ongoing investments and M&A interest support future growth.
-
Q2 2025 saw 8.8% sales growth and resilient margins despite economic headwinds, with strong gains in both architecture solutions and trading goods. Strategic price hikes, new product launches, and a share buyback program support continued market share gains.
-
Q1 2025 saw 6% sales growth and robust margins despite soft market conditions and FX headwinds. Architectural solutions and trading goods segments both grew, with PVC pipes leading the latter. Price hikes, product innovation, and strategic CapEx support continued market leadership.
Fiscal Year 2024
-
Revenue grew 6.5% year-on-year to $471 million, with strong Q4 sales and robust margins despite economic headwinds. Trading Goods and Architecture Solutions segments both delivered growth, while disciplined capital allocation and a share buyback program reinforced financial strength.
-
Q3 2024 saw revenue of $113 million, 7.8% year-on-year sales growth, and strong margins despite economic headwinds. Trading goods and architecture solutions segments both delivered robust results, with ongoing product launches and a share buyback program supporting future growth.
-
Q2 2024 saw modest sales growth and strong margins despite weak consumer demand and intense competition. Management maintains full-year guidance, supported by robust July sales, ongoing product innovation, and disciplined capital allocation.