Bumi Resource Minerals (BRMS.IJ) Key Takeaways from 3Q25 Earnings Call
3Q25 in line: Revenue US$62.7mn (+9% qoq), EBITDA US$21.6mn, net profit US$14.9mn (+76% qoq).Project progress: Pushback to finish 1Q26, CIL #1...
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Bumi Resource Minerals (BRMS.IJ) - On Track Project Progress; Valuation Upside from Gold Price
CPM project progress is on track: tunneling at 2nd stage, CIL #1 upgrade to 2,000tpd (from 500tpd), 4Q27 production target intact.
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Bumi Resources Minerals (BRMS.IJ) - Monetizing Assets, Accelerating Growth
BRMS is poised to double its gold production to 150k oz in FY28, backed by CPM underground mining, and GM’s gold pour starts by FY26.
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Macro Strategy: 2026: Reassessing the Investment Cycle
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
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Macro Strategy: Growth Over Differentials
Indonesia’s economy maintained solid momentum in 3Q25, recording 5.04% y-y (1.43% q-q) growth, although slightly easing from 2Q25’s 5.12%.
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