Erajaya Swasembada's Strategic Preparations for Nataru 2025/2026

Comprehensive Strategy for Holiday Season Success

PT Erajaya Swasembada Tbk (ERAA) is strategically positioning itself to benefit from the anticipated surge in consumer spending during the Nataru 2025/2026 period. The company is implementing a three-core strategy to maximize sales opportunities while maintaining operational excellence.

1. Enhanced Product Curation

ERAA is focusing on curating its product offerings to meet the heightened demand during the holiday season. This includes emphasizing categories that have historically performed well, such as smartphones and gift items ¹

. The strategy involves showcasing the latest models and most sought-after products to attract consumers looking for both personal and gift purchases.

2. Inventory Readiness

The company is prioritizing inventory management to ensure that high-demand products are readily available across its retail network. By maintaining optimal stock levels, ERAA aims to capitalize on the increased consumer activity while minimizing potential stockouts that could impact sales ¹

.

3. Operational Efficiency

ERAA is also concentrating on enhancing operational efficiency across its retail infrastructure. This involves streamlining processes and optimizing resource allocation to handle the anticipated surge in customer traffic and sales volume effectively.

Market Outlook and Analyst Perspectives

Analysts from Kiwoom Sekuritas Indonesia note that the Nataru period typically boosts smartphone sales for ERAA, particularly in the mid-to-premium segment ²

. This growth is driven by both new model launches and consumers' desire to upgrade their devices. However, the analysts also point out that the current market is characterized by intense competition, which may limit the impact on ERAA's top-line growth.

From a valuation perspective, Kiwoom Sekuritas considers ERAA's stock to be undervalued at present, with its price-to-earnings (P/E) ratio standing below the five-year average ²

. This valuation metric suggests potential upside for investors, making ERAA an attractive proposition despite the competitive landscape.

Strategic Implications

ERAA's multi-faceted approach to the Nataru season demonstrates the company's proactive stance in leveraging seasonal opportunities while addressing operational challenges. By focusing on product curation, inventory readiness, and operational efficiency, ERAA is well-positioned to navigate the competitive retail environment and capitalize on consumer demand during the holiday period.