MIRA INFORM REPORT

 

 

Report Date :

29.07.2014

 

IDENTIFICATION DETAILS

 

Name :

P.T. BADAK NATURAL GAS LIQUEFACTION

 

 

Registered Office :

Wisma Nusantara, 9th Floor, Jalan M.H. Thamrin No. 59, Jakarta Pusat, 10350

 

 

Country :

Indonesia

 

 

Date of Incorporation :

18.05.1974

 

 

Com. Reg. No.:

AHU-AH.01.10-40494

 

 

Legal Form :

Limited Liability Company

 

 

Line of Business :

Engaged in processing of Natural Gas to produce three types of products, namely LNG, LPG and Condensate.

 

 

No of Employees :

1,109 Employees

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Satisfactory 

 

 

Payment Behaviour :

No Complaints 

 

 

Litigation :

Clear 

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – June 01, 2014

 

Country Name

Previous Rating

(31.03.2014)

Current Rating

(01.06.2014)

Indonesia

B1

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low Risk

 

A2

Moderate Low Risk

 

B1

Moderate Risk

 

B2

Moderate High Risk

 

C1

High Risk

 

C2

Very High Risk

 

D

 

 

 

Indonesia ECONOMIC OVERVIEW

 

Indonesia, a vast polyglot nation, has grown strongly since 2010. During the global financial crisis, Indonesia outperformed its regional neighbors and joined China and India as the only G20 members posting growth. The government has promoted fiscally conservative policies, resulting in a debt-to-GDP ratio of less than 25% and historically low rates of inflation. Fitch and Moody's upgraded Indonesia's credit rating to investment grade in December 2011. Indonesia still struggles with poverty and unemployment, inadequate infrastructure, corruption, a complex regulatory environment, and unequal resource distribution among regions. The government also faces the challenges of quelling labor unrest and reducing fuel subsidies in the face of high oil prices.

 

Source : CIA

 

 

 


Name of Company

 

P.T. BADAK NATURAL GAS LIQUEFACTION

 

 

company Address

 

Head Office

Wisma Nusantara, 9th Floor

Jalan M.H. Thamrin No. 59

Jakarta Pusat, 10350

Indonesia

Phones - (62-21) 31930243, 31936317

Fax                   - (62-21) 3142974

E-mail               - infocenter@badaklng.co.id

Website            - http://www.badaklng.co.id

Building Area     - 30 storey

Office Space      - 200 sq. meters

Region              - Commercial

Status               - Rent

 

Representative Office

Balikpapan, 76101

East Kalimantan

Indonesia

Phones             - (62-542) 764710, 764714

Fax                   - (62-542) 762811

Land Area         - 2,500 sq. meters

Building Space  - 1,500 sq. meters

Region              - Industrial Zone

Status               - Owned

 

Plant Site

South Bontang

Bontang, 75324

East Kalimantan

Indonesia

Phones             - (62-548) 42100, 21133

Fax                   - (62-548) 27500, 21605, 22388

Land Area         - 2,000 hectares

Building Space  - 1,500 sq. meters

Region              - Industrial Zone

Status               - Owned

 

 

Date of Incorporation

 

18 May 1974

Legal Form

 

P.T. (Perseroan Terbatas) or Limited Liability Company

 

 

Company Reg. No.

 

The Ministry of Law and Human Rights

- No. C-7692.HT.01.04.TH.99

   Dated 26 April 1999

- No. AHU-51736.AH.01.02.TH.2010

   Dated 3 November 2010

- No. AHU-AH.01.10-40494

   Dated 1 October 2013

 

 

Company Status

 

Foreign Investment (PMA) Company

 

 

Permit by the Government Department

 

The Department of Finance

NPWP No. 01.318.062.5-051.000

 

The Department of Industry and Trade

TDP No. 09051138708

 

 

Related Companies

 

a.                                                   JAPAN INDONESIA LNG COMPANY, Japan (Investment Holding)

b.                                                   P.T. PERTAMINA (Upstream Activities, Downstream Business Products and Investment

      Holding)

c.                                                   TOTAL E&P INDONESIE (Oil and Gas Exploration and Production)

d.                                                   VIRGINIA INDONESIA COMPANY (Oil and Gas Exploration and Production)

 

 

CAPITAL AND OWNERSHIP

 

Capital Structure :

Authorized Capital                            : Rp. 415,000,000.-

Issued Capital                                  : Rp. 415,000,000.-

Paid up Capital                                : Rp. 415,000,000.-

 

Shareholders/Owners :

a. P.T. PERTAMINA (Persero)                                           - Rp. 228,250,000.-

    Address : Jl. Medan Merdeka Timur No. 1A

                    Jakarta Pusat

                    Indonesia

b. VIRGINIA INDONESIA COMPANY                                  - Rp.   83,000,000.-

    Address : Wisma Mulia

                    Jl. Jend. Gatot Subroto Kav. 42

                    Jakarta Selatan

                    Indonesia

c. JAPAN INDONESIA LNG CO. LTD.                                 - Rp.   62,250,000.-

    Address : Wisma Nusantara

                    Jl. M.H. Thamrin No. 59

                    Jakarta Pusat, Indonesia

 

d. TOTAL E&P INDONESIE                                                - Rp.   41,500,000.-

    Address : World Trade Centre II

                    Jl. Jend. Sudirman Kav. 29-31

                    Jakarta Selatan

                     Indonesia

 

 

BUSINESS ACTIVITIES

 

Lines of Business :

Natural Gas Liquefaction

 

Production Capacity :

a.   Liquefaction Natural Gas             -   204,45 std cargoes (634,825,672 Giga Joule)

b.   Liquid Petroleum Gas (LP)          - 475,736 tons (23,716,026 Giga Joule)

c.   Condensate                               - 976,895 cubic meter (32,770,940 Giga Joule)

 

Total Investment :

a.   Owned Capital                           - US$    709.3 million

b.   Loan Capital                              - US$ 1,655.1 million

c.   Total Investment                         - US$ 2,364.4 million

 

Started Operation :

1977

 

Brand Name :

Badak NGL

 

Technical Assistance :

Virginia Indonesia Company of the USA

 

Number of Employee :

1,109 persons

 

Marketing Area :

Export      - 100%

 

Main Customer :

Buyers in Japan, South Korea and others

 

Market Situation :

Very Competitive

 

Main Competitors :

P.T. ARUN NGL

 

Business Trend :

Growing

 

 

BANKER, AUDITOR & LITIGATION

 

Bankers :

a.   P.T. Bank MANDIRI Tbk

      Plaza Mandiri

      Jalan Jend. Gatot Subroto Kav. 36-38

      Jakarta Selatan

      Indonesia

b.   The Bank of Tokyo – Mitsubishi UFJ Ltd.

      Mid Plaza Building

      Jalan Jend. Sudirman Kav. 10-11

      Jakarta Pusat

      Indonesia

c.   Bank of America

      Indonesia Stock Exchange Building Tower II, 3rd Floor

      Jalan Jend. Sudirman Kav. 52-53

      Jakarta Selatan

      Indonesia

 

Auditor :

Internal Auditor

 

Litigation :

No litigation record in our database

 

 

FINANCIAL FIGURE

 

Annual Sales (estimated) :

2011 – Rp. 35,000.0 billion

2012 – Rp. 38,200.0 billion

2013 – Rp. 41,000.0 billion

 

Net Profit (estimated) :

2011 – Rp. 2,100.0 billion

2012 – Rp. 2,483.0 billion

2013 – Rp. 2,870.0 billion

 

Payment Manner :

Average

 

Financial Comments :

Satisfactory

 

 

KEY EXECUTIVES

 

Board of Management :

President Director                            - Mr. Nanang Untung

Director                                           - Mr. Rachmat Hardadi

 

 

Board of Commissioners :

President Commissioner                   - Mr. Djohardi Angga Kusumah

Commissioners                                - a. Mr. Jean Francois Capelle

                                                        b. Mr. Jingo Takemura

                                                        c. Mr. Gerhard Marten Rumeses

                                                        d. Mr. Leonard Bonali

 

Signatories :

President Director (Mr. Nanang Untung) or the Director (Mr. Rachmat Hardadi) which must be approved by Board of Commissioner

 

 

CAPABILITIES

 

Management Capability :

Good

 

Business Morality :

Good

 

OVERALL PERFORMANCE

 

P.T. BADAK NATURAL GAS LIQUEFACTION (P.T. BADAK NGL) was established on 18 March 1974 in Jakarta with an authorized capital of Rp. 2,075,000,000 of which Rp. 425,000,000 was issued and paid up. The company was founded by the state oil company PERTAMINA of Indonesia, ROY M. HUFFINGTON INC., of the USA and JAPANINDONESIA LNG COMPANY Ltd., of Japan. The company’s notarial act was since revised a couple of times, later in January 1993 when ROY M. HUFFINTON INC., of the USA with drew as was replaced by VIRGINIA INDONESIA COMPANY of the USA and TOTALFINA ELP E&P INDONESIE (ex. TOTAL INDONESIE) of France. The latest according to the revision of notary deed Mrs. Netty Maria Machdar, SH., no. 66 dated 12 September 2013 the company authorized capital was reduced to Rp. 415,000,000 wholly issued and paid up. With this time the composition of its shareholders has been changed to become P.T. PERTAMINA (55%), VIRGINIA INDONESIA COMPANY (20%), JAPAN INDONESIA LNG CO., LTD., Japan (15%) and TOTAL E&P INDONESIE of France (10%). The deed of amendments was approved by the Ministry of Law and Human Rights in its decision letter No. AHU-AH.01.10-40494 dated October 1, 2013.

 

P.T. BADAK NGL had been operating since 1977 in natural gas liquefaction with its mining location at South Bontang, East Kalimantan. As of the end 1997 it operated 6 refineries with a production capacity of 16.39 million tons LNG and 0.4 million tons LPG per year. In November 1997, the refinery-7 owned by P.T. BADAK NGL started producing with a capacity of 2.6 million tons per year. The development of the refinery-7 has absorbed an investment of US$ 969.5 million coming from syndicated loans of Japan Exim Bank, The Fuji Bank Ltd., Long Term Credit Bank (all of Japan), Credit Lyonnais of France and Bontang Train G Project Finance Co. Ltd. The funding system is under the trustee borrowing scheme and Bank of America of the USA acting as trustee Bank. By the end 1999 the company increased production capacity of 2.95 million tons LNG per year from the refinery-8 known as Train H. The product is entirely exported to Japan, Taiwan and South Korea. In January 2001 P.T. BADAK NGL was awarded USI 14001 certificate issued by Lloyds Register Quality (LRQA) domiciled in London, the UK.

 

Due to the continuous increase of LNG demand in Japan, Taiwan, and Korea, then Train E was constructed in 1987-1989, while train F was constructed in 1991-1993. Since 1992 some LNG productions from this LNG Plant have also been exported to South Korea.

 

The development of the Badak LNG Plant had been continued by the construction of the Train G that was completed in 1997 and Train H which was completed in the end of 1999. By 8 train's operation, the production capacity is able to reach into ± 22 million tons LNG/year. In entering the third milleniums, the Badak LNG plant has developed and able to produce the biggest LNG production in the world. Up to December 13, 2001, Badak LNG plant had shipped the 4500 LNG and the 5000 shipment projection would be in the second quarter of 2003. The LNG plant also has ability to handle 3 shipment at the same time, by completing the 3rd loading pier at the end of 1999, which was built to anticipate the increasing shipment frequency in the future, as it is expecting to be able to maintain the service level to LNG buyer.

 

The natural gas reserve to produce LNG is still sufficient to serve buyers in long term under a contract and assurance of shipment. To maintain buyers confidence for gas reserve quantity, a 42” pipe line is added. Four parallel pipelines which able to ship 3600 million cubic feet (MMFSD) natural gas to the plant for further process. Finally, Badak LNG plant become one of LNG plants with great experience in the world LNG industry, and become a vital asset for Indonesian LNG business chain. With all abilities, and experience of more than 35 years in producing LNG, PT Badak NGL ready to face any challenge in the 21st century, with strong and continuous support from all parties involved in LNG business.

 

Throughout 2012, PT Badak NGL had eight process trains (from A to H), with five fully operational, and the remaining three put on idle mode (ready to be fully operational within 2x24 hours). The total production capacity of the eight trains was 22.5 million tonnes of LNG per year. In 2012, PT Badak NGL participated in the LNG Benchmarking Program carried out by Phillip Townsend Associates, Inc. The program was intended to obtain a comparative review of the performance of PT Badak NGL in 2011, among eleven LNG sites representing around 76% of the worldwide LNG production capacity.

 

Natural gas is a naturally occurring hydrocarbon gas mixture, consisting primarily of methane, with other hydrocarbons, carbon dioxide, nitrogen and hydrogen sulfide. Natural gas fields are often located far away from towns and cities that need it. Transporting gas by pipeline for very long distances and across sea may require large capital and high operating cost. By cooling the gas to -160OC, its phase is changed into liquid and its volume is reduced by 1/600 times. Compared to natural gas in the gas phase, Liquefied Natural Gas (LNG) can then be stored and shipped out more economically and efficiently.

 

PT Badak NGL processes natural gas to produce three types of products, namely LNG, LPG and Condensate.

 

Gas Supply

 

The natural gas reserve and the volume of LNG produced by the Company are beyond the authority of PT Badak NGL and instead are the authority of the Gas Producers. For PT Badak NGL’s internal purposes, the supply of natural gas for at least a period of five years into the future has been defined in the 2013-2017 Five-Year Business Plan. The decline in gas supply from Muara Badak is a challenge for the existence of PT Badak NGL as a natural gas operator which produces LNG and LPG. The termination of the Company’s production should the gas supply be stopped in 2020 will result in a huge impact, because of PT Badak NGL’s significant contribution to economic and social development. This situation will also result in the loss of knowledge and decades of experience in the field of natural gas processing from the experts currently working at PT Badak NGL. PT Badak NGL has prepared a consistent and judicious planning in anticipation of the possibility of gas supply cessation, for up to this point there has been no new discoveries of gas reserves to be processed in its production facility.

 

By the end of 2012 we had had a number of clients that had benefited from their experience and proficiency in the industry, including Yemen, Angola, and also Indonesia. It is an honour for us to be contributing directly to the energy diversification in Indonesia in 2012, which over the last decades have always been dominated by oil. In 2012, PT Badak NGL successfully shipped the LNG product to FSRU (Floating Storage Regasification Unit) in Muara Karang, West Java, to be distributed in domestic market. In the spirit of innovation, we also launched the first LNG-fueled bus and stove in Indonesia in 2012.

 

The first shipment of PT Badak NGL’s products was made to five Japanese companies, namely Chubu Electric Co., Kansai Electric Power Co., Kyushu Electric Power Co., Nippon Steel Corp., and Osaka Gas Co. Ltd., on 5 December 1973. The sales contract was later known as the “1973 Contract”, consisting of a commitment from buyers to import LNG from Indonesia for 20 years. PT Badak NGL has also delivered its products, namely LNG and LPG to many other countries, such as Taiwan, South Korea, China, India, and the United States. Throughout 2012, PT Badak NGL had eight process trains (from A to H), with five fully operational, and the remaining three put on idle mode (ready to be fully operational within 2x24 hours). The total production capacity of the eight trains was 22.5 million tonnes of LNG per year.

 

The outlook for the country's oil and gas sector is becoming increasingly uncertain. We forecast the long-term decline in total liquids production and a stagnation of gas production. This is mainly a result of the slow pace of exploration and development, exacerbated by an increasingly uncertain regulatory environment as resource nationalism creeps into the government's policy towards the sector. Opportunities for exports will be further compromised by the domestic market's increasing energy demand. Hence, falling oil and gas exports is another key trend we identify for Indonesian oil and gas. The main trends and developments we highlight for Indonesia's oil and gas sector are: We forecast that oil and gas reserves will most likely be on a downward trend in the coming decade: oil reserves are expected to decrease from an estimate of 4.0 bn barrels (bbl) of oil at the beginning of 2013 to 3.7 bn bbl in 2017, falling further still to 3.4 bn bbl by 2022. For gas, we expect reserves levels to be stagnant as addition from exploration successes in East Kalimantan cancels out natural depletion from existing fields. Reserves are forecast to fall from 3.07 tcm in 2013 to 2.80 tcm in 2017, and fall further to 2.51 tcm unless the pace of drilling activity picks up.

 

 

The oil and gas industry makes a huge contribution to the Indonesian economy, providing energy and products that stimulate economic and social development. In addition to their core products and services, oil and gas companies and associated service industries also contribute to economic development by building capacity, using and developing local content, providing employment, investing in training and education, and introducing new technologies.

 

Investor interest in exploration and production in Indonesia remains high, and there have been significant increases in new Production Sharing Contracts and in the number of new projects currently underway and or being planned. Current hydrocarbon reserves in Indonesia's tertiary sedimentary basins are estimated at 8,4 billion barrels of oil and 164,9 trillion cubic feet of gas.

 

Until this time P.T. BADAK NGL has not been registered with Indonesian Stock Exchange, so that they had not obliged to announce their financial statement. The management of P.T. BADAK NGL is very reclusive towards outsiders and rejected to disclose its financial condition. We estimated that total sales turnover of the company in 2011 amounted to Rp. 35,000.0 billion rose to Rp. 38,200.0 billion in 2012 increased to Rp. 41,000.0 billion in 2013 and projected to go on rising by at least 6% in 2014. The operation in 2013 yielded an estimated net profit of at least Rp. 2,870.0 billion and the company has an estimated total networth of at least Rp. 3,500.0 billion. We observe that the company is supported by foreign partner with has financially strong and sound behind it. So far, we did not heard that the company having been black listed by the Central Bank (Bank Indonesia). The company usually pays its debts punctually to suppliers.  

 

The management of P.T. BADAK NGL is headed by Mr. Ir. Nanang Untung (56) a professional manager with experienced in liquefaction natural gas processing. Nearly 30 years he has traveled the world in gas industry. Graduated from ITB chemical engineering in 1982, Nanang worked for 14 years at P.T. Arun NGL. Various positions ranging from process engineer to technical coordinator he's ever shake Arun, his career continued increase in 1996 Pertamina. Nana involved in several projects such as Pertamina, Exxon Natuna Project as a facilities engineer, train Bontang LNG H & I Project Engineering Manager as well as Gas Development Project Matindok as Business Development Manager. Nanang also briefly held the position of SVP Gas & Power Pertamina period 2010-2012 before being appointed as CEO of P.T. Badak NGL.

 

The company's management is handled by professional staff in the above business. They have wide relations with private businessmen within and outside the country. So far, we did not hear that the management of the company being filed to the district court for detrimental cases or involved in any business malpractices. The company’s litigation record is clean and it has not registered with the black list of Bank of Indonesia. P.T. BADAK NATURAL GAS LIQUEFACTION is sufficiently fairly good for business transaction.

 

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.60.10

UK Pound

1

Rs.102.04

Euro

1

Rs.80.74

 

 

INFORMATION DETAILS

 

Analysis Done by :

SUB

 

 

Report Prepared by :

MNL

 

 

RATING EXPLANATIONS

 

RATING

STATUS

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

Credit not recommended

--

NB

                                       New Business

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.