Cimory (CMRY) Posts Strong Q3 2025 Performance Amid Distribution Expansion Plans
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PublishedDec 5
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Cimory (CMRY) Posts Strong Q3 2025 Performance Amid Distribution Expansion Plans

AnalisaHub Editorial·December 5, 2025
Executive Summary
01

Executive Summary

Key insights and market outlook

PT Cisarua Mountain Dairy Tbk (CMRY) reported 18.63% year-on-year revenue growth to Rp7.9 trillion and 38.51% net profit increase to Rp1.6 trillion in Q3 2025. The growth was driven by strong dairy product sales recovery and successful introduction of new healthier product variants. Analysts remain positive about CMRY's prospects despite potential consumer spending challenges.

Full Analysis
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Deep Dive Analysis

Cimory Reports Strong Q3 2025 Performance Amid Expansion Plans

Financial Highlights

PT Cisarua Mountain Dairy Tbk (CMRY) has delivered a robust financial performance for the first nine months of 2025, with revenue reaching Rp7.9 trillion, an 18.63% year-on-year increase 1

2. The company's net profit also showed significant growth, rising 38.51% to Rp1.6 trillion compared to the same period last year. This positive performance was driven by the recovery in dairy product sales, which grew by 28.0% year-on-year in Q3 2025 1.

Business Segment Performance

Analysts from Ciptadana Sekuritas Asia noted that CMRY's sales recovery was particularly strong in the dairy segment, supported by higher consumption outside the home. The company also successfully introduced new product variants, including sugar-free yogurt drinks, which have attracted strong consumer interest 1

.

Further analysis by Ina Sekuritas revealed that both of CMRY's main business segments recorded strong growth. The dairy segment saw a 14% year-on-year increase, while the consumer goods segment grew by 29% year-on-year 2

. The strong yogurt sales and recovery in UHT (Ultra-High Temperature) milk volumes were key contributors to this performance.

Market Outlook and Challenges

Despite the positive results, analysts remain cautious about potential challenges in consumer spending. Rifdah Fatin Hasanah from Ina Sekuritas noted that the performance was achieved during a period of weaker consumer purchasing power, as reflected in the slower household consumption growth of 4.89% in Q2 2025, down from 4.97% in the previous quarter 2

.

Future Prospects

CMRY is focusing on expanding its distribution network to support future growth. The company's ability to maintain its momentum will depend on its capacity to navigate potential economic challenges while continuing to innovate and meet changing consumer preferences.

Original Sources

Story Info

Published
1 month ago
Read Time
12 min
Sources
2 verified

Topics Covered

Dairy Industry PerformanceConsumer Goods GrowthDistribution Expansion

Key Events

1

Q3 2025 Earnings Report

2

Distribution Network Expansion Plans

Timeline from 2 verified sources