PT Astra Agro Lestari Tbk (AAGRY)

PT Astra Agro Lestari Tbk (AAGRY) — VMCI valuation read

AAGRY screens at VMCI 69/100, a 19-point gap above the Consumer Defensive sector median (50). For a mid-cap PT Astra Agro Lestari Tbk share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

AAGRY has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: AAGRY trades at 20.0x earnings, 11% above the Consumer Defensive median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Defensive group. Quality: ROIC of 16.0% sits 6.0pp above the Consumer Defensive median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.2x leaves covenant headroom, which sets the rate-cycle exposure for PT Astra Agro Lestari Tbk.

AAGRY fell 2.3% over the trailing 7 days, with a +5.9% read on a 30-day basis.