Indofood CBP (ICBP.IJ) 4Q25 Rebound Lifts FY26F Outlook...
Indofood CBP (ICBP IJ) 4Q25 Rebound Lifts FY26F Outlook, but Impact from Geopolitical Tension Remains a Risk 4Q25 rebound signals some demand recovery
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Primer: Indofood CBP Sukses (ICBP IJ) - Jan 2026
Dominant Market Leader with Strong Brand Equity: Indofood CBP is a leading producer of packaged food products in Indonesia, holding a dominant...
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Indofood CBP (ICBP.IJ) A Compelling Entry Point Ahead of the Expected FY26 Recovery
ICBP’s recent selloff appears overdone, while fundamentals remain intact and 4Q25 should see a seasonal uplift from festive demand.
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Indofood CBP (ICBP.IJ Rp8,525) From Demand Headwinds to Fiscal Tailwinds
Softer domestic and some overseas demand weighed on ICBP’s topline in 3Q25, though margins improved on easing input costs.
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Consumer: 2Q26 Preview: Post-Eid Slowdown with Margin Pressure (OVERWEIGHT)
Post-Eid Slowdown with Margin Pressure. We expect 2Q26E revenue to soften QoQ post-Eid, with 1H26 cumulative rev growth of 3.5% yoy, broadly in...
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