Kalbe Farma (KLBF IJ) (Buy) - Repositioning, revamping, and reallocating
SH JW SCWe estimate KLBF to record a sales CAGR of +7.5% (2018-2024F),
GENERAL CONSUMER KLBF KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
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Kalbe Farma (KLBF IJ) (Buy) - Brand transformation in progress
SH JW SCWe estimate KLBF booked 7-8% y-y sales growth in 4Q24F, driven by its pharma and consumer health divisions.
General Consumer KLBF KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
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Kalbe Farma KLBF IJ -Buy- Transforming the brand
SH JW SCConsumer health is a very crucial division for KLBF, as it possesses the highest margin,
General Consumer Kalbe KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian