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Permintaan Ayam Naik, CPIN Bakal Diuntungkan Program MBG

Permintaan Ayam Naik, CPIN Bakal Diuntungkan Program MBG

Program Makan Bergizi Gratis (MBG) dari pemerintah Indonesia meningkatkan permintaan ayam dan telur secara signifikan pada 2026, yang diproyeksikan menguntungkan PT Charoen Pokphand Indonesia Tbk (CPIN) sebagai emiten unggas terkemuka. Anggaran MBG mencapai Rp335 triliun untuk menjangkau 82,9 juta penerima manfaat, dengan kebutuhan daging ayam mencapai ratusan ribu ton per tahun.

Dampak ke Permintaan Ayam

Program MBG menargetkan pasokan ayam broiler dan telur dua kali seminggu per SPPG, mendorong peternak memperluas kandang di Jawa, Sumatera, dan luar Jawa. CPIN diuntungkan karena kapasitas produksinya yang besar dan integrasi rantai pasok, dengan proyeksi penyerapan ayam broiler naik sejak akhir 2025.

Prospek Saham CPIN

Permintaan Ayam Naik, CPIN Bakal Diuntungkan Program MBG

(Foto Saham CPIN dari Google Finansial)

Analis memprediksi MBG menciptakan permintaan struktural jangka menengah bagi produk unggas CPIN, berpotensi mendongkrak pendapatan dan harga saham di 2026. Emiten lain seperti Japfa (JPFA) dan Malindo (MAIN) juga disebut diuntungkan, tapi CPIN unggul dalam skala produksi nasional.

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