Jadi Holding BUMN Logistik, Pos Indonesia Mau Lakukan Ini

Summary

The transcript outlines the strategic transformation of PT Pos Indonesia into a logistics company, focusing on the integration of logistics across BUMN (state-owned enterprises) and government sectors. The company aims to create a comprehensive, end-to-end logistics platform to streamline operations, reduce logistics costs, and collaborate with private companies. PT Pos Indonesia's goal is to provide integrated services while ensuring profitability, especially within the competitive e-commerce sector. Additionally, the company is revitalizing its heritage buildings through initiatives like Posblok, creating creative hubs for youth and supporting small businesses. The long-term vision includes enhancing accessibility, modernizing services, and benefiting society.

Takeaways

• 😀 PT Pos Indonesia is undergoing a business transformation to become a logistics company, in line with the government's direction for state-owned enterprises (BUMN).
• 😀 The national logistics expenditure is approximately 2,400 trillion IDR, with BUMN contributing almost 280 trillion IDR, which represents about 10% of the total logistics spending in the country.
• 😀 The government aims to reduce logistics costs in the public sector, making BUMN products more competitive in the market.
• 😀 The transformation involves providing end-to-end logistics solutions, from raw materials to delivery to distributors or end-users, through a platform called Global Logistic Indonesia.
• 😀 PT Pos Indonesia's logistics platform integrates various companies' infrastructure, such as trucks, ships, warehouses, and planes, for a seamless logistics operation.
• 😀 The first five years of the transformation will focus on building a strong foundation and integrating BUMN infrastructures to offer a comprehensive service for customers.
• 😀 In logistics, PT Pos Indonesia emphasizes collaboration with other companies, both BUMN and private, due to the complexity of logistics operations that involve various types of infrastructure and equipment.
• 😀 PT Pos Indonesia competes with private logistics companies but seeks to collaborate once customers are secured to provide the best service possible.
• 😀 The e-commerce sector plays a significant role in PT Pos Indonesia's strategy, focusing on courier, express parcel services, and participating in different e-commerce platforms such as marketplaces, social commerce, and live commerce.
• 😀 PT Pos Indonesia's business model is profit-oriented, focusing on yield from profits rather than company valuations, which sets it apart from other private logistics companies that rely on valuation growth for revenue.
• 😀 PT Pos Indonesia is also expanding its property business with creative hubs like Posblok, which is aimed at rejuvenating heritage buildings into attractive, youth-friendly spaces that support small and medium enterprises (UMKM).

Q & A

What transformation is PT Pos Indonesia undergoing?

PT Pos Indonesia is undergoing a transformation into a logistics company as per the directive from its shareholders. This shift is aimed at positioning the company as a key player in the national logistics sector, leveraging BUMN (state-owned enterprise) infrastructure and collaborating with private companies.

Why does the government want to have a state-owned logistics company?

The government wants a state-owned logistics company because the national logistics spending is significant, and BUMN already accounts for nearly 10% of this spending. The aim is to reduce logistics costs, making products from BUMN more competitive.

How does PT Pos Indonesia plan to handle logistics for BUMN?

PT Pos Indonesia's strategy for BUMN logistics involves creating an integrated logistics company that aggregates various logistics services across BUMN, and eventually expanding to serve government agencies and, later, private enterprises.

What role does digital integration play in PT Pos Indonesia's transformation?

Digital integration plays a central role in PT Pos Indonesia's transformation. They are developing a platform called Global Logistics Indonesia (GLI), which will integrate various logistics services such as trucks, ships, and warehouses, allowing for easy tracking and monitoring of goods across the supply chain.

How long will it take for PT Pos Indonesia to complete this transformation?

The company aims to build a strong foundation for its logistics transformation over the next five years, focusing on integration and synergy of BUMN-owned infrastructure and services.

How does PT Pos Indonesia compete with private logistics companies?

PT Pos Indonesia competes with private logistics companies by focusing on efficiency, collaboration, and leveraging its BUMN-owned infrastructure. They operate on a model where they collaborate with other players rather than trying to handle everything alone.

What is the competition like in the e-commerce logistics sector?

The e-commerce logistics sector is highly competitive, with very thin profit margins due to the price pressure from e-commerce platforms that aim to keep shipping costs low. PT Pos Indonesia competes by offering reliable service while focusing on profitability.

How does PT Pos Indonesia approach the growing e-commerce market?

PT Pos Indonesia addresses the e-commerce market by focusing on express parcel services, serving multiple platforms like marketplace e-commerce, social commerce, and live commerce. They aim to be cautious in their approach, ensuring profitability while remaining competitive.

What is the business model of PT Pos Indonesia compared to other courier services?

Unlike other courier companies that may focus on increasing their company valuation, PT Pos Indonesia’s business model is profit-oriented. The company aims to return its investments through profit generation, ensuring sustainable operations over time.

What is the role of 'Posblok' in PT Pos Indonesia's strategy?

Posblok is part of PT Pos Indonesia’s property development strategy, focusing on transforming heritage buildings into creative hubs. These spaces cater to young people and small businesses (UMKM), providing areas for gatherings, creative activities, and community engagement.