Added to YB: 2026-10-02
Pitch date: 2026-09-27
ULTJ.JK [neutral]
PT Ultrajaya Milk Industry & Trading Company Tbk
+1.95%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
PT Ultrajaya Milk Industry & Trading Company Tbk, together with its subsidiaries, operates in the food and beverage industry in Indonesia.
Market Cap
IDR 21.3T
Pitch Price
IDR 2.0K
Price Target
N/A
Dividend
6.34%
EV/EBITDA
7.85
P/E
11.85
EV/Sales
1.87
Sector
Food Products
Category
special_situation
Hidden Champions of Indonesia - PT Ultrajaya Milk Industry & Trading Company Tbk
ULTJ.JK (quick overview): Ultrajaya is a major Indonesian dairy producer with 34% UHT-milk share and a 61% share of ready-to-drink tea cartons. A new Cibitung factory adds 400,000 tons of annual capacity, while the Frisian Flag acquisition would consolidate the market. However, the acquisition is considered expensive, likely to reduce return on equity and would leave FrieslandCampina in control, raising governance concerns.
Read full article (1 min)