PT Metrodata Electronics Tbk's management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
Management's fullest single explanation of the two-segment business, its strategy and its numbers — fastest way to understand Metrodata. · Open the full document →
p. 6 — Company at a glance: a 48-year ICT distributor and solutions provider partnering 100+ brands, listed on the IDX since 1990. · Open the full presentation →p. 8 — The two-segment corporate structure and its subsidiaries, plus the shareholder register — Ciputra-linked entities hold ~36%. · Open the full presentation →p. 10 — The distribution footprint: 6,000+ channel partners across 330+ cities, run on a modern warehouse and transport management system. · Open the full presentation →p. 11 — What the distribution arm actually sells, part 1 — brands by category, from PCs and phones to network, security and cloud. · Open the full presentation →p. 12 — Distribution portfolio, part 2 — servers, storage, data, security and peripherals; breadth is the point for a distributor. · Open the full presentation →p. 13 — How the distribution business grows: recent principal wins (Google Cloud, Cisco Meraki, Mendix) added to the line card. · Open the full presentation →p. 14 — The six-part distribution strategy in one flow — logistics, vendor wallet share, portfolio, coverage and inorganic growth. · Open the full presentation →p. 16 — The Solutions & Consulting engine: eight 'pillars' plus the growth stats — 10% revenue growth, 39.5% recurring, 1,210 consultants. · Open the full presentation →p. 17 — Why the solutions market should keep growing — Indonesia ICT spend, with cyber security, cloud and hybrid IT called out. · Open the full presentation →p. 18 — The 2023 solutions playbook mapped across target industries, solution offerings and the organization built to sell them. · Open the full presentation →p. 19 — The full solutions capability stack — managed services, data & AI, applications, security and hybrid infrastructure in one map. · Open the full presentation →p. 20 — Inside the cloud business: the use cases behind the push to a USD 20M hyperscaler practice. · Open the full presentation →p. 21 — The security services offering laid out along the identify–protect–detect–respond–recover lifecycle. · Open the full presentation →p. 22 — Public-sector order booking scaling from Rp232bn toward a Rp1tn target, and the government platforms behind it. · Open the full presentation →p. 23 — The talent engine — training, internships and academy programs feeding the 'journey to 1,000 developers.' · Open the full presentation →p. 25 — The consulting customer base by industry and Metrodata's SAP Platinum Partner standing — who actually buys the solutions. · Open the full presentation →p. 26 — The 2023 consulting strategy: deepen cloud and ERP competency, and expand into new industries and eastern Indonesia. · Open the full presentation →p. 28 — The core financials: revenue, gross and net profit 2016–2022, the distribution/solutions mix, and the margin trend. · Open the full presentation →p. 29 — Balance sheet and returns 2016–2022 — assets, equity, ROE around 18%, near-zero debt and a ~2x current ratio. · Open the full presentation →p. 30 — First look at 1Q23: revenue down 13% on soft PC demand, but solutions kept growing and lifted its share of profit. · Open the full presentation →p. 31 — 1Q23 ratios, margins and working-capital days — the metrics that matter for a thin-margin, working-capital-heavy distributor. · Open the full presentation →
