Logistik — VinFast motorcycle leads, van follows.

VinFast motorcycle launch Q1-Q2 2026 = window first-mover Indonesia. Phase 1 pilot 100 motor di Bandung Raya: Channel A (gig courier rental) Rp 1jt/mo/motor + Channel B (ESG corporate delivery dengan attribution premium 10-15%) Rp 2jt/mo. Phase 2 van mengikuti tahun ke-2.

Logistik · VinFast motorcycle fleet

Jumlah motor

unit

Pilot 100, Phase 3 target 1.500 unit.

Channel mix

Channel A · Gig courier rental

Share Channel A. Channel B = ESG corporate (sisanya).

Channel A rental/motor/bulan

Channel B contract/motor/bulan

ESG premium ~10-15% di atas standard.

Horizon & residual

Horizon

thn

Residual value

% capital

IRR (4 thn)

16%

MOIC 1.48×

Capital ask total

Rp 3.50 M

Per-motor net/bln

Rp 1 jt

Rev Rp 1 jt - opex Rp 295 rb

Per-motor payback

1 thn 11 bln

Channel A rev/yr (60% × Rp 1.000.000/mo × 12)Rp 720.000.000

Channel B rev/yr (40% × Rp 2.000.000/mo × 12)Rp 960.000.000

Residual value @ horizonRp 875.000.000

Total value at horizonRp 5.179.000.000

Hitungan ilustratif berdasarkan asumsi internal OMA. Memo formal investor menggunakan konvensi cash-flow bulanan dan ramp-curve berbeda — minta data-room access untuk angka audit-ready. Hasil tidak mengikat dan bukan jaminan return.