Pertumbuhan kinerja PT Cisarua Mountain Dairy Tbk (CMRY) diprediksi akan lebih konservatif pada 2025. Pelemahan daya beli masyarakat hingga antisipasi kenaikan cukai minuman berpemanis dalam kemasan menjadi tantangan bagi bisnis emiten dengan merek Cimory ini.
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00:00The growth of PT Cisarwa Mountain Dairy is predicted to be more conservative in 2025.
00:08People's purchasing power weakness to the anticipation of the increase in sweetened drinks prices in packaging
00:13becomes a challenge for the emittan business with the Cimory brand.
00:22People's purchasing power weakness to the anticipation of the increase in sweetened drinks prices in packaging
00:27becomes a challenge for the PT Cisarwa Mountain Dairy business.
00:31People's purchasing power weakness to the anticipation of the increase in sweetened drinks prices in packaging
00:36becomes a challenge for the PT Cisarwa Mountain Dairy business.
00:40To anticipate these things, the Cimory has a fairly effective marketing and distribution strategy.
00:46This could be a supporter of the Cimory business in the midst of a shortage of purchasing power.
00:51The Cimory's revenue increase report is still strong at 2.4 trillion rupiah in Q4 2024.
00:59The figure grew 7.6% quarterly and 17.6% year-on-year.
01:06Meanwhile, in the food segment, the Cimory rose 1.4 trillion rupiah or increased by 8.1% quarterly
01:14and 21.7% year-on-year.
01:17Not only that, the milk segment shows a surprising revenue of 1 trillion rupiah.
01:23This figure grew 6.8% quarterly and 12.7% year-on-year in Q4 2024.
01:31This is the highest retail sales value of the dairy segment in company history
01:37especially due to the increase in yogurt sales.
01:40Meanwhile, the Cimory's advantage is a strong distribution, one of which is through the Cimory agency.
01:47Marketing through the Cimory agency led to an increase in distribution channels of 63% year-on-year.
01:52Then followed by sales of demodern trade and general trade distribution.
01:57Both grew by about 10% year-on-year in 2024.
02:02As a source of IDX Jeno.