View ValuationBlue Bird 향후 성장Future 기준 점검 2/6Blue Bird (는) 각각 연간 11.4% 및 11.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.2% 로 예상됩니다.핵심 정보11.4%이익 성장률11.58%EPS 성장률Transportation 이익 성장3.8%매출 성장률11.8%향후 자기자본이익률11.22%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트Price Target Changed • Apr 07Price target decreased by 9.5% to Rp2,290Down from Rp2,530, the current price target is an average from 3 analysts. New target price is 42% above last closing price of Rp1,615. Stock is up 15% over the past year. The company is forecast to post earnings per share of Rp291 for next year compared to Rp254 last year.Major Estimate Revision • Oct 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from Rp159 to Rp176. Revenue forecast unchanged at Rp4.18b. Net income forecast to shrink 1.5% next year vs 19% growth forecast for Transportation industry in Indonesia . Consensus price target up from Rp2,265 to Rp2,377. Share price was steady at Rp1,980 over the past week.Price Target Changed • Aug 17Price target decreased to Rp1,600Down from Rp1,750, the current price target is provided by 1 analyst. New target price is 59% above last closing price of Rp1,005. Stock is down 5.2% over the past year.Price Target Changed • Nov 04Price target lowered to Rp1,283Down from Rp1,383, the current price target is an average from 3 analysts. The new target price is 57% above the current share price of Rp815. As of last close, the stock is down 63% over the past year.모든 업데이트 보기Recent updates공시 • May 12PT Blue Bird Tbk, Annual General Meeting, Jun 18, 2026PT Blue Bird Tbk, Annual General Meeting, Jun 18, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: Rp62.00 (vs Rp66.10 in 1Q 2025)First quarter 2026 results: EPS: Rp62.00 (down from Rp66.10 in 1Q 2025). Revenue: Rp1.45t (up 12% from 1Q 2025). Net income: Rp155.5b (down 6.0% from 1Q 2025). Profit margin: 11% (down from 13% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 07Price target decreased by 9.5% to Rp2,290Down from Rp2,530, the current price target is an average from 3 analysts. New target price is 42% above last closing price of Rp1,615. Stock is up 15% over the past year. The company is forecast to post earnings per share of Rp291 for next year compared to Rp254 last year.Reported Earnings • Apr 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: Rp254 (up from Rp234 in FY 2024). Revenue: Rp5.71t (up 13% from FY 2024). Net income: Rp635.8b (up 8.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.5%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 15Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to Rp1,740. The fair value is estimated to be Rp2,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Buy Or Sell Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.1% to Rp1,735. The fair value is estimated to be Rp2,186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to Rp1,760. The fair value is estimated to be Rp2,206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to Rp1,750. The fair value is estimated to be Rp2,189, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: Rp58.98 (vs Rp69.26 in 3Q 2024)Third quarter 2025 results: EPS: Rp58.98 (down from Rp69.26 in 3Q 2024). Revenue: Rp1.45t (up 8.5% from 3Q 2024). Net income: Rp147.2b (down 15% from 3Q 2024). Profit margin: 10% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Oct 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Independent Commissioner Setyo Wasisto was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 24PT Blue Bird Tbk announces Annual dividend, payable on July 11, 2025PT Blue Bird Tbk announced Annual dividend of IDR 120.0000 per share payable on July 11, 2025, ex-date on July 01, 2025 and record date on July 02, 2025.공시 • May 14PT Blue Bird Tbk, Annual General Meeting, Jun 19, 2025PT Blue Bird Tbk, Annual General Meeting, Jun 19, 2025. Location: meeting both electronicallyy and physically, jakarta IndonesiaReported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Rp68.81 (vs Rp43.15 in 3Q 2023)Third quarter 2024 results: EPS: Rp68.81 (up from Rp43.15 in 3Q 2023). Revenue: Rp1.34t (up 18% from 3Q 2023). Net income: Rp173.3b (up 61% from 3Q 2023). Profit margin: 13% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: Rp58.70 (vs Rp54.44 in 2Q 2023)Second quarter 2024 results: EPS: Rp58.70 (up from Rp54.44 in 2Q 2023). Revenue: Rp1.21t (up 15% from 2Q 2023). Net income: Rp147.2b (up 8.1% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Jun 28Co-Founder & Member of Advisory Board recently bought Rp2.9b worth of stockOn the 25th of June, H. Prawiro bought around 2m shares on-market at roughly Rp1,521 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. H. has been a buyer over the last 12 months, purchasing a net total of Rp12b worth in shares.Recent Insider Transactions • May 23Member of Advisory Board recently bought Rp1.5b worth of stockOn the 22nd of May, H. Prawiro bought around 950k shares on-market at roughly Rp1,541 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp5.9b more in shares than they have sold in the last 12 months.공시 • May 09PT Blue Bird Tbk, Annual General Meeting, Jun 13, 2024PT Blue Bird Tbk, Annual General Meeting, Jun 13, 2024.Reported Earnings • May 05First quarter 2024 earnings released: EPS: Rp46.00 (vs Rp49.26 in 1Q 2023)First quarter 2024 results: EPS: Rp46.00 (down from Rp49.26 in 1Q 2023). Revenue: Rp1.12t (up 7.1% from 1Q 2023). Net income: Rp115.8b (down 6.1% from 1Q 2023). Profit margin: 10% (down from 12% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 02Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: Rp181 (up from Rp143 in FY 2022). Revenue: Rp4.42t (up 23% from FY 2022). Net income: Rp453.0b (up 26% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 22Member of Advisory Board recently bought Rp2.8b worth of stockOn the 21st of December, H. Prawiro bought around 1m shares on-market at roughly Rp1,890 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp2.9b more in shares than they have sold in the last 12 months.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: Rp43.28 (vs Rp45.74 in 3Q 2022)Third quarter 2023 results: EPS: Rp43.28 (down from Rp45.74 in 3Q 2022). Revenue: Rp1.14t (up 18% from 3Q 2022). Net income: Rp108.0b (down 5.7% from 3Q 2022). Profit margin: 9.5% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Oct 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from Rp159 to Rp176. Revenue forecast unchanged at Rp4.18b. Net income forecast to shrink 1.5% next year vs 19% growth forecast for Transportation industry in Indonesia . Consensus price target up from Rp2,265 to Rp2,377. Share price was steady at Rp1,980 over the past week.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: Rp54.75 (vs Rp39.58 in 2Q 2022)Second quarter 2023 results: EPS: Rp54.75 (up from Rp39.58 in 2Q 2022). Revenue: Rp1.05t (up 20% from 2Q 2022). Net income: Rp136.2b (up 38% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 29Upcoming dividend of Rp72.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Indonesian dividend payers (5.6%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Rp2,090, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Transportation industry in Asia. Total returns to shareholders of 85% over the past three years.Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: Rp143 (up from Rp3.08 in FY 2021). Revenue: Rp3.59t (up 62% from FY 2021). Net income: Rp358.4b (up Rp350.6b from FY 2021). Profit margin: 10.0% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Rp1,730, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Transportation industry in Asia. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Rp2,569 per share.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. 7 highly experienced directors. 1 independent director (2 non-independent directors). President Director Sigit Djokosoetono is the most experienced director on the board, commencing their role in 2012. Independent Commissioner Alamanda Shantika Santoso was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: Rp45.53 (vs Rp14.41 loss in 3Q 2021)Third quarter 2022 results: EPS: Rp45.53 (up from Rp14.41 loss in 3Q 2021). Revenue: Rp960.8b (up 138% from 3Q 2021). Net income: Rp114.4b (up Rp150.5b from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: Rp39.01 (vs Rp0.75 loss in 2Q 2021)Second quarter 2022 results: EPS: Rp39.01 (up from Rp0.75 loss in 2Q 2021). Revenue: Rp874.1b (up 55% from 2Q 2021). Net income: Rp99.0b (up Rp100.9b from 2Q 2021). Profit margin: 11% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the industry in Indonesia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to Rp1,850, the stock trades at a trailing P/E ratio of 55.7x. Average forward P/E is 14x in the Transportation industry in Indonesia. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to Rp1,445, the stock trades at a trailing P/E ratio of 43.5x. Average forward P/E is 15x in the Transportation industry in Indonesia. Total loss to shareholders of 49% over the past three years.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Independent Commissioner Daniel Budiman was the last independent director to join the board, commencing their role in 2016. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 07Full year 2021 earnings released: EPS: Rp3.00 (vs Rp64.49 loss in FY 2020)Full year 2021 results: EPS: Rp3.00 (up from Rp64.49 loss in FY 2020). Revenue: Rp2.22t (up 8.5% from FY 2020). Net income: Rp7.71b (up Rp169.1b from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 25%, compared to a 17% growth forecast for the industry in Indonesia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 17Price target decreased to Rp1,600Down from Rp1,750, the current price target is provided by 1 analyst. New target price is 59% above last closing price of Rp1,005. Stock is down 5.2% over the past year.Reported Earnings • Aug 12Second quarter 2021 earnings released: Rp0.63 loss per share (vs Rp42.93 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: Rp565.5b (up 113% from 2Q 2020). Net loss: Rp1.88b (loss narrowed 98% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 15New 90-day high: Rp1,660The company is up 84% from its price of Rp900 on 16 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp62.67 per share.Is New 90 Day High Low • Dec 18New 90-day high: Rp1,520The company is up 63% from its price of Rp930 on 18 September 2020. The Indonesian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp97.19 per share.Is New 90 Day High Low • Nov 19New 90-day high: Rp1,220The company is up 11% from its price of Rp1,095 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp82.23 per share.Price Target Changed • Nov 04Price target lowered to Rp1,283Down from Rp1,383, the current price target is an average from 3 analysts. The new target price is 57% above the current share price of Rp815. As of last close, the stock is down 63% over the past year.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of Rp70.8b, with earnings decreasing by Rp422.3b from the prior year. Total revenue was Rp2.64t over the last 12 months, down 35% from the prior year.Is New 90 Day High Low • Oct 27New 90-day low: Rp830The company is down 26% from its price of Rp1,125 on 29 July 2020. The Indonesian market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp95.54 per share.이익 및 매출 성장 예측IDX:BIRD - 애널리스트 향후 추정치 및 과거 재무 데이터 (IDR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,152,000855,100420,0001,790,000212/31/20277,160,333763,300323,0001,576,333312/31/20266,466,500675,200260,0001,511,50023/31/20265,855,494625,927-502,9421,366,203N/A12/31/20255,705,306635,837-843,0671,255,919N/A9/30/20255,495,565631,485-830,5811,261,526N/A3/31/20255,221,411634,791-687,063979,106N/A12/31/20245,039,947585,195-310,3531,058,660N/A9/30/20244,856,961528,895-125,2431,078,342N/A6/30/20244,658,165456,510-91,3021,022,017N/A3/31/20244,496,704445,510-163,2531,101,779N/A12/31/20234,422,472452,970-302,5921,091,241N/A9/30/20234,310,669458,108-377,0081,103,449N/A6/30/20234,134,046471,643-243,1251,085,044N/A3/31/20233,962,135434,473-217,690993,357N/A12/31/20223,590,100358,354-30,441909,128N/A9/30/20223,279,814334,533258,486782,027N/A6/30/20222,723,334184,026167,348527,201N/A3/31/20222,414,77183,108151,800379,911N/A12/31/20212,220,8417,71451,976304,499N/A9/30/20211,943,591-71,532-185,614132,834N/A6/30/20211,940,863-97,813-226,346143,368N/A3/31/20211,641,532-203,348-159,993145,415N/A12/31/20202,046,660-161,353-335,882230,337N/A9/30/20202,639,907-70,778-566,697458,349N/A6/30/20203,284,20362,522-659,477579,840N/A3/31/20203,956,117239,551-744,530659,637N/A12/31/20194,047,691314,565N/A739,004N/A9/30/20194,071,471351,963N/A834,873N/A6/30/20194,162,153425,228N/A938,869N/A3/31/20194,222,080447,142N/A1,027,990N/A12/31/20184,218,702457,302N/A1,068,859N/A9/30/20184,180,627457,408N/A1,002,151N/A6/30/20184,093,180422,234N/A1,033,295N/A3/31/20184,137,275406,313N/A975,142N/A12/31/20174,203,846424,864N/A1,034,050N/A9/30/20174,282,061448,538N/A1,102,885N/A6/30/20174,406,555471,384N/A1,081,104N/A3/31/20174,561,139486,493N/A1,151,461N/A12/31/20164,796,096507,281N/A1,154,565N/A9/30/20165,082,227559,471N/A1,234,247N/A6/30/20165,276,822608,990N/A1,261,033N/A3/31/20165,463,425739,052N/A1,390,774N/A12/31/20155,472,328824,026N/A1,475,591N/A9/30/20155,352,114822,831N/A1,528,864N/A6/30/20155,134,368778,258N/A1,283,781N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BIRD 의 연간 예상 수익 증가율(11.4%)이 saving rate(6.7%)보다 높습니다.수익 vs 시장: BIRD 의 연간 수익(11.4%)이 ID 시장(9.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BIRD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BIRD 의 수익(연간 11.8%)이 ID 시장(연간 12.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BIRD 의 수익(연간 11.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BIRD의 자본 수익률은 3년 후 11.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 03:38종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PT Blue Bird Tbk는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Willy SuwantoCGS InternationalJoanne OngCGS InternationalSachin ManiarCGS International10명의 분석가 더 보기
Price Target Changed • Apr 07Price target decreased by 9.5% to Rp2,290Down from Rp2,530, the current price target is an average from 3 analysts. New target price is 42% above last closing price of Rp1,615. Stock is up 15% over the past year. The company is forecast to post earnings per share of Rp291 for next year compared to Rp254 last year.
Major Estimate Revision • Oct 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from Rp159 to Rp176. Revenue forecast unchanged at Rp4.18b. Net income forecast to shrink 1.5% next year vs 19% growth forecast for Transportation industry in Indonesia . Consensus price target up from Rp2,265 to Rp2,377. Share price was steady at Rp1,980 over the past week.
Price Target Changed • Aug 17Price target decreased to Rp1,600Down from Rp1,750, the current price target is provided by 1 analyst. New target price is 59% above last closing price of Rp1,005. Stock is down 5.2% over the past year.
Price Target Changed • Nov 04Price target lowered to Rp1,283Down from Rp1,383, the current price target is an average from 3 analysts. The new target price is 57% above the current share price of Rp815. As of last close, the stock is down 63% over the past year.
공시 • May 12PT Blue Bird Tbk, Annual General Meeting, Jun 18, 2026PT Blue Bird Tbk, Annual General Meeting, Jun 18, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: Rp62.00 (vs Rp66.10 in 1Q 2025)First quarter 2026 results: EPS: Rp62.00 (down from Rp66.10 in 1Q 2025). Revenue: Rp1.45t (up 12% from 1Q 2025). Net income: Rp155.5b (down 6.0% from 1Q 2025). Profit margin: 11% (down from 13% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 07Price target decreased by 9.5% to Rp2,290Down from Rp2,530, the current price target is an average from 3 analysts. New target price is 42% above last closing price of Rp1,615. Stock is up 15% over the past year. The company is forecast to post earnings per share of Rp291 for next year compared to Rp254 last year.
Reported Earnings • Apr 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: Rp254 (up from Rp234 in FY 2024). Revenue: Rp5.71t (up 13% from FY 2024). Net income: Rp635.8b (up 8.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.5%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 15Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to Rp1,740. The fair value is estimated to be Rp2,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Buy Or Sell Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.1% to Rp1,735. The fair value is estimated to be Rp2,186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Buy Or Sell Opportunity • Nov 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to Rp1,760. The fair value is estimated to be Rp2,206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to Rp1,750. The fair value is estimated to be Rp2,189, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: Rp58.98 (vs Rp69.26 in 3Q 2024)Third quarter 2025 results: EPS: Rp58.98 (down from Rp69.26 in 3Q 2024). Revenue: Rp1.45t (up 8.5% from 3Q 2024). Net income: Rp147.2b (down 15% from 3Q 2024). Profit margin: 10% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 24No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Independent Commissioner Setyo Wasisto was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 24PT Blue Bird Tbk announces Annual dividend, payable on July 11, 2025PT Blue Bird Tbk announced Annual dividend of IDR 120.0000 per share payable on July 11, 2025, ex-date on July 01, 2025 and record date on July 02, 2025.
공시 • May 14PT Blue Bird Tbk, Annual General Meeting, Jun 19, 2025PT Blue Bird Tbk, Annual General Meeting, Jun 19, 2025. Location: meeting both electronicallyy and physically, jakarta Indonesia
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Rp68.81 (vs Rp43.15 in 3Q 2023)Third quarter 2024 results: EPS: Rp68.81 (up from Rp43.15 in 3Q 2023). Revenue: Rp1.34t (up 18% from 3Q 2023). Net income: Rp173.3b (up 61% from 3Q 2023). Profit margin: 13% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: Rp58.70 (vs Rp54.44 in 2Q 2023)Second quarter 2024 results: EPS: Rp58.70 (up from Rp54.44 in 2Q 2023). Revenue: Rp1.21t (up 15% from 2Q 2023). Net income: Rp147.2b (up 8.1% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Jun 28Co-Founder & Member of Advisory Board recently bought Rp2.9b worth of stockOn the 25th of June, H. Prawiro bought around 2m shares on-market at roughly Rp1,521 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. H. has been a buyer over the last 12 months, purchasing a net total of Rp12b worth in shares.
Recent Insider Transactions • May 23Member of Advisory Board recently bought Rp1.5b worth of stockOn the 22nd of May, H. Prawiro bought around 950k shares on-market at roughly Rp1,541 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp5.9b more in shares than they have sold in the last 12 months.
공시 • May 09PT Blue Bird Tbk, Annual General Meeting, Jun 13, 2024PT Blue Bird Tbk, Annual General Meeting, Jun 13, 2024.
Reported Earnings • May 05First quarter 2024 earnings released: EPS: Rp46.00 (vs Rp49.26 in 1Q 2023)First quarter 2024 results: EPS: Rp46.00 (down from Rp49.26 in 1Q 2023). Revenue: Rp1.12t (up 7.1% from 1Q 2023). Net income: Rp115.8b (down 6.1% from 1Q 2023). Profit margin: 10% (down from 12% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 02Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: Rp181 (up from Rp143 in FY 2022). Revenue: Rp4.42t (up 23% from FY 2022). Net income: Rp453.0b (up 26% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 22Member of Advisory Board recently bought Rp2.8b worth of stockOn the 21st of December, H. Prawiro bought around 1m shares on-market at roughly Rp1,890 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp2.9b more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: Rp43.28 (vs Rp45.74 in 3Q 2022)Third quarter 2023 results: EPS: Rp43.28 (down from Rp45.74 in 3Q 2022). Revenue: Rp1.14t (up 18% from 3Q 2022). Net income: Rp108.0b (down 5.7% from 3Q 2022). Profit margin: 9.5% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Oct 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from Rp159 to Rp176. Revenue forecast unchanged at Rp4.18b. Net income forecast to shrink 1.5% next year vs 19% growth forecast for Transportation industry in Indonesia . Consensus price target up from Rp2,265 to Rp2,377. Share price was steady at Rp1,980 over the past week.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: Rp54.75 (vs Rp39.58 in 2Q 2022)Second quarter 2023 results: EPS: Rp54.75 (up from Rp39.58 in 2Q 2022). Revenue: Rp1.05t (up 20% from 2Q 2022). Net income: Rp136.2b (up 38% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 29Upcoming dividend of Rp72.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Indonesian dividend payers (5.6%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Rp2,090, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Transportation industry in Asia. Total returns to shareholders of 85% over the past three years.
Reported Earnings • Apr 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: Rp143 (up from Rp3.08 in FY 2021). Revenue: Rp3.59t (up 62% from FY 2021). Net income: Rp358.4b (up Rp350.6b from FY 2021). Profit margin: 10.0% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Rp1,730, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Transportation industry in Asia. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Rp2,569 per share.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. 7 highly experienced directors. 1 independent director (2 non-independent directors). President Director Sigit Djokosoetono is the most experienced director on the board, commencing their role in 2012. Independent Commissioner Alamanda Shantika Santoso was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: Rp45.53 (vs Rp14.41 loss in 3Q 2021)Third quarter 2022 results: EPS: Rp45.53 (up from Rp14.41 loss in 3Q 2021). Revenue: Rp960.8b (up 138% from 3Q 2021). Net income: Rp114.4b (up Rp150.5b from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: Rp39.01 (vs Rp0.75 loss in 2Q 2021)Second quarter 2022 results: EPS: Rp39.01 (up from Rp0.75 loss in 2Q 2021). Revenue: Rp874.1b (up 55% from 2Q 2021). Net income: Rp99.0b (up Rp100.9b from 2Q 2021). Profit margin: 11% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the industry in Indonesia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to Rp1,850, the stock trades at a trailing P/E ratio of 55.7x. Average forward P/E is 14x in the Transportation industry in Indonesia. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 21% share price gain to Rp1,445, the stock trades at a trailing P/E ratio of 43.5x. Average forward P/E is 15x in the Transportation industry in Indonesia. Total loss to shareholders of 49% over the past three years.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Independent Commissioner Daniel Budiman was the last independent director to join the board, commencing their role in 2016. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 07Full year 2021 earnings released: EPS: Rp3.00 (vs Rp64.49 loss in FY 2020)Full year 2021 results: EPS: Rp3.00 (up from Rp64.49 loss in FY 2020). Revenue: Rp2.22t (up 8.5% from FY 2020). Net income: Rp7.71b (up Rp169.1b from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 25%, compared to a 17% growth forecast for the industry in Indonesia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 17Price target decreased to Rp1,600Down from Rp1,750, the current price target is provided by 1 analyst. New target price is 59% above last closing price of Rp1,005. Stock is down 5.2% over the past year.
Reported Earnings • Aug 12Second quarter 2021 earnings released: Rp0.63 loss per share (vs Rp42.93 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: Rp565.5b (up 113% from 2Q 2020). Net loss: Rp1.88b (loss narrowed 98% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 15New 90-day high: Rp1,660The company is up 84% from its price of Rp900 on 16 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp62.67 per share.
Is New 90 Day High Low • Dec 18New 90-day high: Rp1,520The company is up 63% from its price of Rp930 on 18 September 2020. The Indonesian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp97.19 per share.
Is New 90 Day High Low • Nov 19New 90-day high: Rp1,220The company is up 11% from its price of Rp1,095 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp82.23 per share.
Price Target Changed • Nov 04Price target lowered to Rp1,283Down from Rp1,383, the current price target is an average from 3 analysts. The new target price is 57% above the current share price of Rp815. As of last close, the stock is down 63% over the past year.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of Rp70.8b, with earnings decreasing by Rp422.3b from the prior year. Total revenue was Rp2.64t over the last 12 months, down 35% from the prior year.
Is New 90 Day High Low • Oct 27New 90-day low: Rp830The company is down 26% from its price of Rp1,125 on 29 July 2020. The Indonesian market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Rp95.54 per share.