Nataru Demand Surge to Boost Poultry Sector Performance

Increased Consumption During Holiday Season

The Christmas and New Year (Nataru) period of 2025/2026 is anticipated to significantly boost demand for poultry products, including chicken meat and eggs. This seasonal increase in consumption is expected to create a positive catalyst for listed poultry companies in Indonesia.

Analyst Insights on Market Opportunities

Investment Analyst Edvisor Provina Visindo Indy Naila noted that the Nataru momentum could serve as a positive sentiment driver for poultry emitters. The national chicken consumption is projected to continue its upward trend in the medium term, potentially leading to higher average selling prices (ASP) for poultry products. However, to capitalize on this opportunity, companies must maintain effective cost control measures, particularly regarding feed commodity prices such as corn, to protect their profit margins in both the short and medium term.

Strategic Considerations for Poultry Companies

To maximize the benefits from the expected demand surge, poultry companies should focus on managing production costs. The stability of feed commodity prices will be crucial in maintaining healthy business margins during this period. Companies that successfully balance increased demand with controlled costs are likely to see improved financial performance.

Market Outlook

The positive sentiment surrounding the Nataru period is expected to provide a temporary boost to poultry stocks. Investors should look for companies with strong fundamentals and effective cost management strategies. The overall poultry sector is likely to experience positive momentum, driven by both increased demand and potential improvements in average selling prices.