Poultry Sector Shows Promising Outlook for Q4 2025

Positive Financial Performance Expected

The poultry sector is projected to perform positively in Q4 2025, driven by increasing domestic consumption, aggressive export expansion, and government initiatives such as the Makan Bergizi Gratis (MBG) program. Analysts recommend keeping an eye on key players like PT Japfa Comfeed Indonesia Tbk (JPFA), Charoen Pokphand Indonesia Tbk (CPIN), and other major poultry companies.

JPFA's Strong Financial Results

JPFA reported a 4.41% year-on-year increase in net sales to Rp43.10 trillion by the end of September 2025, compared to Rp41.27 trillion in the same period last year. The company's net profit surged 15.05% to Rp2.41 trillion from Rp2.09 trillion during the same period. This growth was primarily driven by increased sales across all business segments, with the highest growth coming from the poultry processing and consumer products segment.

Market Outlook and Recommendations

Analysts are optimistic about the poultry sector's prospects for the remainder of 2025. The combination of domestic demand growth, export opportunities, and government support through nutrition programs is expected to maintain the sector's positive momentum. Investors are advised to consider stocks like JPFA, CPIN, MAIN, and AYAM for their Monday trading portfolios.