- Indonesia’s corporate sector recorded strong revenue & margin growth in Q2-26, led by exports-oriented industries.
- Capex spending trend has entered downsize territory, likely exacerbated by downturn in asset prices during the period.
- Workforce growth has declined in parallel with capex spending, with significant capex growth largely confined to capital-intensive sectors.
- The continued leveraging of Indonesian companies' balance sheets could be attributed to accelerating growth in inventories as well as cash & marketable securities.
