Pelayaran Nelly Dwi Putri (NELY) Targets Recovery Momentum in 2026 Amid Normalization in 2025
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PublishedDec 23
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Pelayaran Nelly Dwi Putri (NELY) Targets Recovery Momentum in 2026 Amid Normalization in 2025

AnalisaHub Editorial·December 23, 2025
Executive Summary
01

Executive Summary

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

. The shipping industry experienced stable performance in H1 2025 but faced normalization of freight rates in Q3 and Q4 as global logistics bottlenecks eased post-pandemic 12.

Full Analysis
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Deep Dive Analysis

Pelayaran Nelly Dwi Putri Prepares for 2026 Recovery

Navigating 2025 Normalization Phase

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

. However, the second half of the year saw a normalization of freight rates as global logistics bottlenecks that had built up during the pandemic began to ease 12.

Maintaining Profitability Amid Challenges

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

. This optimism is based on the company's ability to navigate the changing market conditions effectively. The normalization phase, while challenging, is seen as a crucial period for preparing for more sustainable growth in the future.

Industry Outlook and Strategic Preparation

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.

Original Sources

Story Info

Published
3 weeks ago
Read Time
10 min
Sources
2 verified

Topics Covered

Shipping Industry RecoveryFreight Rate NormalizationProfitability Outlook

Key Events

1

2025 Profit Projection

2

Freight Rate Normalization

3

2026 Recovery Strategy

Timeline from 2 verified sources