Mengawali tahun 2024, PT Bakrie & Brothers Tbk. (“Perseroan” atau “BNBR”) terus menggenjot sejumlah strategi bisnis untuk meningkatkan kinerja di masa depan. BNBR optimis, di tahun 2024 ini Perseroan akan kian mampu menorehkan capaian positif melalui sejumlah proyek strategis yang selama ini terus bergulir.

"We are grateful, the hard work and business strategies that have been implemented so far continue to have a positive impact on the Company. "We are confident and optimistic that through a number of business strategies adopted we will maintain the smoothness and continuity of the business and have an even more positive impact on the Company in the future," said BNBR Director & Chief Financial Officer (CFO) Roy Hendrajanto M. Sakti, in Jakarta, Wednesday ( 5/15/2024).

Roy memaparkan, strategi bisnis yang dimaksud antara lain, Pertama, Perseroan melanjutkan upaya penguatan fundamental bisnis dengan memperkuat operasional setiap unit usaha, sehingga mampu mempertahankan daya saingnya di pasar. Perseroan juga membuka peluang untuk bermitra secara strategis dalam menjalankan usahanya.

"For the next 3 years, the Company is targeting a CAGR of 16.6% with a consolidated revenue portion of 40.8% from the steel pipe sector, 5.6% from the steel fabrication sector, 4.1% from the infrastructure and infrastructure supporting sector," explained Roy.

Kedua, Perseroan mengembangkan portofolio bisnis baru berbasis teknologi dan berfokus pada ESG yang berpotensi menjadi sumber pendapatan baru Perseroan di masa mendatang. Perseroan telah mengembangkan portofolio bisnis yang bergerak di bidang pembangkit listrik energi baru terbarukan (EBT), kendaraan listrik beserta komponen otomotif, dan teknologi cepat bangun (3D printing konstruksi dan rumah prefab).

"Furthermore, which is no less important, the Company actively manages and mitigates business and investment risks by implementing internal risk management which is an integrated part of the business process," said Roy.

Rencana Kuasi Reorganisasi

On the same occasion, Roy also stated that BNBR plans to carry out a quasi reorganization. "This quasi-reorganization was carried out to improve the condition of the Company's consolidated financial position report so that it can show a better financial position and the Company's performance without being burdened by past deficits," said Roy.

Roy merinci, terdapat lima tujuan dari kuasi reorganisasi yang akan dilaksanakan oleh Perseroan. Pertama, dengan aksi korporasi ini Perseroan dapat memulai awal yang baru (fresh start) dengan neraca keuangan yang menunjukkan saldo laba tanpa dibebani defisit masa lampau.

Second, improve the Company's equity structure by eliminating accumulated losses (deficits) by using other equity components such as share premium, differences in transactions with non-controlling parties and a decrease in share capital.

Ketiga, dengan kondisi neraca keuangan yang menunjukkan nilai sekarang tanpa dibebani defisit masa lampau, Perseroan diharapkan akan lebih mudah memperoleh pendanaan, jika diperlukan, dalam rangka pengembangan usaha.

Keempat, dengan tidak adanya saldo defisit, maka akan dapat memberikan dampak positif bagi para pemegang saham karena Perseroan dapat membagi dividen sesuai dengan peraturan yang berlaku, termasuk Undang-undang Perseroan Terbatas (UUPT).

"Fifth, increase investor interest and attraction to own Company shares, so it is hoped that this will also increase the trading liquidity of the Company's shares," explained Roy.

Performa Keuangan Membaik

Roy Hendrajanto mengatakan, dari tahun ke tahun Perseroan juga secara konsisten menunjukkan tren performa keuangan yang membaik. Hal ini terlihat dari peningkatan pendapatan sebesar 16,24% CAGR selama periode tahun 2021 hingga 2023.

"The increase in the Company's revenue was largely due to the development of the Company's business through its subsidiary PT VKTR Teknologi Mobilitas Tbk. (VKTR) which operates in the field of electric vehicle sales, PT Bakrie Metal Industries (BMI) and its subsidiaries which operate in the field of corrugated steel fabrication, steel pipe fabrication and steel construction and PT Bakrie Indo-Infrastructure (BIIN) which operates in the construction sector and infrastructure services including telecommunications infrastructure," said Roy.

Moreover, continued Roy, this positive performance trend can also be seen from the increase in the Company's operating profit for three consecutive years, respectively amounting to IDR 20.69 billion, IDR 231.91 billion and IDR 348.31 billion, with an average margin of operating profit of 5.51%.

Roy said, in December 2023, the Company had completed the restructuring of most of the Company's obligations to creditors. With this restructuring, the Company's performance in the following year will be better.

In the period 2021 to 2023, the Company has a profit for the year attributable to the owners of the parent entity of IDR 63.67 billion in 2021, IDR 266.13 billion in 2022 and IDR 237.46 billion in 2023, respectively. "The three-year average of current year profits attributable to the owners of the parent entity is IDR 189.09 billion," explained Roy.

Selanjutnya, Perseroan memiliki prospek yang baik, terbukti dengan adanya laba tahun berjalan yang positif dalam laporan keuangan konsolidasian tahunan yang diaudit selama 3 (tiga) tahun berturut-turut, masing-masing sebesar Rp86,78 miliar di tahun 2021, Rp306,15 miliar di tahun 2022, dan Rp264,46 miliar di tahun 2023.

Permohonan Persetujuan Para Pemegang Saham

Dengan adanya rencana kuasi reorganisasi ini, Perseroan akan meminta persetujuan kepada para pemegang saham dalam Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) yang rencananya akan diselenggarakan pada hari Jumat, tanggal 21 Juni 2024. Rangkaian aksi korporasi berupa kuasi reorganisasi yang dilakukan Perseroan ini, sesuai jadwal akan dirampungkan pada akhir bulan Agustus 2024.