{"id":16970,"date":"2025-07-28T22:27:26","date_gmt":"2025-07-28T15:27:26","guid":{"rendered":"https:\/\/search.web.id\/digest\/16970-2\/"},"modified":"2025-07-29T12:57:29","modified_gmt":"2025-07-29T05:57:29","slug":"cmry-stock-cisarua-mountain-dairys-q2-2025-earnings-surge-past-expectations","status":"publish","type":"post","link":"https:\/\/search.web.id\/digest\/cmry-stock-cisarua-mountain-dairys-q2-2025-earnings-surge-past-expectations\/","title":{"rendered":"CMRY Stock: Cisarua Mountain Dairy&#8217;s Q2 2025 Earnings Surge Past Expectations"},"content":{"rendered":"<p>Cisarua Mountain Dairy (<a href=\"https:\/\/search.web.id\/digest\/stock\/CMRY\" rel=\"noopener noreferrer\">CMRY<\/a>) has delivered a stellar financial performance for the second quarter of 2025, with net profit surging <em>24% year-over-year<\/em>. This robust growth, detailed in its <a href=\"https:\/\/emitten-announcement.attachments\/CMRY_FS_30_Jun_2025.pdf\" rel=\"noopener noreferrer\">latest financial report<\/a>, significantly outpaced market expectations, signaling strong operational momentum for the Indonesian consumer foods giant.<\/p>\n<h2>A Deep Dive into Stellar Results<\/h2>\n<h3>Net Profit Outperforms Consensus<\/h3>\n<p>CMRY reported a net profit of <strong>IDR 514 billion<\/strong> in Q2 2025, marking an impressive <em>24% year-over-year<\/em> increase and a 7% jump quarter-over-quarter. This powerful quarterly showing propelled the company&#8217;s first-half (1H25) net profit to a remarkable <strong>IDR 994 billion<\/strong>, also up <em>24% year-over-year<\/em>. Critically, this 1H25 performance represents <em>59% of the full-year 2025 consensus estimate<\/em>, well above the average 51% full-year realization seen in the past two years, underscoring the company&#8217;s exceptional operational efficiency and market capture.<\/p>\n<h3>Revenue and Margin Expansion Fuel Growth<\/h3>\n<p>The robust net profit growth was primarily underpinned by two powerful engines. Firstly, <strong>revenue surged 21% year-over-year<\/strong> and 11% quarter-over-quarter. This top-line expansion was largely driven by an outstanding <em>33% year-over-year<\/em> and 13% quarter-over-quarter increase in the core &#8216;consumer foods&#8217; segment, which remains the bedrock of CMRY&#8217;s market dominance.<\/p>\n<p>Secondly, the company achieved remarkable <em>operating margin expansion<\/em>, climbing to <strong>23.6%<\/strong> in Q2 2025. This marks a substantial improvement from 19.9% in Q2 2024 and 20.7% in Q1 2025, demonstrating CMRY&#8217;s successful cost optimization efforts. The margin enhancement was a direct result of disciplined cost management:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>General and administrative (G&amp;A) expenses plummeted by <em>26% year-over-year<\/em> and 33% quarter-over-quarter to just <strong>IDR 39 billion<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>The sales expense ratio moderated to <strong>20.3%<\/strong> of revenue, down from 22.5% in Q2 2024 and 21.3% in Q1 2025.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Investor Implications: A Solid Foundation for Growth<\/h2>\n<p>CMRY&#8217;s ability to not only expand its top line but also significantly enhance its profitability margins speaks volumes about its operational resilience and strategic execution. For investors eyeing the dynamic Indonesian consumer sector, these results present a strong indicator of CMRY&#8217;s compelling value proposition and its potential for sustained growth in a competitive landscape.<\/p>\n<div class=\"newspaper-x-tags\"><strong><\/strong><span><a href=\"https:\/\/search.web.id\/digest\/stock\/cmry\/\" rel=\"tag\">CMRY<\/a> <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Cisarua Mountain Dairy (CMRY) has delivered a stellar financial performance for the second quarter of 2025, with net profit surging 24% year-over-year. This robust growth, detailed in its latest financial report, significantly outpaced market expectations, signaling strong operational momentum for the Indonesian consumer foods giant. A Deep Dive into Stellar Results Net Profit Outperforms Consensus [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[986],"tags":[758],"class_list":["post-16970","post","type-post","status-publish","format-standard","hentry","category-stock","tag-cmry"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/16970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/comments?post=16970"}],"version-history":[{"count":1,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/16970\/revisions"}],"predecessor-version":[{"id":16975,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/posts\/16970\/revisions\/16975"}],"wp:attachment":[{"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/media?parent=16970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/categories?post=16970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/search.web.id\/digest\/wp-json\/wp\/v2\/tags?post=16970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}