Key insights and market outlook
PT Pelayaran Nelly Dwi Putri Tbk (NELY) is preparing for recovery momentum in 2026 following a normalization phase in 2025. The company remains optimistic about maintaining profitability with a projected net profit of over Rp 100 billion by year-end 2
PT Pelayaran Nelly Dwi Putri Tbk (NELY) is strategically positioning itself to capitalize on the anticipated recovery momentum in 2026, following a year of normalization in 2025. According to Cynthia Sunarko, the company's CEO, the shipping industry experienced a relatively stable first half of 2025 1
Despite the challenges posed by the normalization of freight rates, NELY remains optimistic about maintaining its profitability. The company is projected to achieve a net profit of over Rp 100 billion by the end of 2025 2
The shipping industry's performance in 2025 has been characterized by a return to pre-pandemic conditions, with freight rates adjusting to more normal levels. This adjustment phase is expected to continue into the early part of 2026, after which the industry is anticipated to gain momentum. NELY is preparing for this by focusing on strategic adjustments that will enable it to capitalize on the recovery.
2025 Profit Projection
Freight Rate Normalization
2026 Recovery Strategy