PT. Andira Agro, Tbk (ANDI.JK)

PT. Andira Agro, Tbk (ANDI.JK) — VMCI valuation read

Headline read on ANDI.JK: VMCI of 33/100 versus a Consumer Defensive sector median of 50. The 17-point below-median position is what makes PT. Andira Agro, Tbk a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on ANDI.JK: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on ANDI.JK: value (ANDI.JK trades at 25.0x earnings, 39% above the Consumer Defensive median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Consumer Defensive median (10.0%)), and risk (net debt to EBITDA of 2.2x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Defensive 12.0x baseline.

ANDI.JK fell 0.2% over the trailing 7 days, with a -21.2% read on a 30-day basis.