Added to YB: 2026-01-20
Pitch date: 2026-01-17
ULTJ.JK [neutral]
PT Ultrajaya Milk Industry & Trading Company Tbk
+9.56%
current return
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. 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 15.2T
Pitch Price
IDR 1.5K
Price Target
N/A
Dividend
3.08%
EV/EBITDA
8.07
P/E
12.48
EV/Sales
1.50
Sector
Food Products
Category
value
Gustav Portfolio Deep Dive: PT Ultrajaya Milk Industry & Trading Company Tbk
ULTJ.JK (holding update): Indonesian milk company at 12x P/E, 7.8x EV/EBITDA, 1.9x P/B. Strong brand & market share in growing low-penetration milk market. Vertical integration underway. Risks: competition, import dependence, needs improved momentum. Buffett-like quality but must execute better.
Read full article (1 min)