Yoma Strategic Holdings Ltd. · SGX:Z59
Yoma Strategic — Shareholder Meeting (July 2025)
16 slides from Yoma Strategic's shareholder meeting presentation, Jul 31, 2025
Slide 1: SGX Announcement: Annual General Meeting
7/31/25, 5:53 AM REPL::Annual General Meeting::Voluntary REPL::ANNUAL GENERAL MEETING:: VOLUNTARY Issuer & Securities Issuer/ Manager YOMA STRATEGIC HOLDINGS LTD. Security YOMA STRATEGIC HOLDINGS LTD - SG1T74931364 - Z59 Announcement Details Announcement Title Annual General Meeting Date &Time of Br
Slide 2: SGX Announcement: Event Dates and Attachments
7/31/25, 5:53 AM REPL::Annual General Meeting::Voluntary Additional Text Please refer to the attached AGM presentation. Event Dates Meeting Date and Time 31/07/2025 10:00:00 Response Deadline Date 28/07/2025 10:00:00 Event Venue(s) Place Venue(s) Venue details Meeting Sophia Cooke Ballroom, Level 2,
Slide 3: Yoma Strategic Holdings Annual General Meeting
YOMA STRATGIC HOLDINGS ANNUAL GENERAL MEETING
Slide 4: Leadership Transition and Board Renewal
Smooth leadership transition Leadership Transition and Board renewal aligned with Group strategy Board Renewal Board remains majority independent • 2024 > • 2024 > • 2024 > • 2025 > • 2025 > • 2025 JULY AUGUST SEPTEMBER MARCH JULY AUGUST Mr. Alberto Mr. Cyrus Pun Mr. Ho Seng Chee Ms. Wong Su Yen Ms.
Slide 5: FY2025 Performance Overview
Strong revenue growth of 37.5% in MMK, driven by solid performance FY2025 at Yoma Land and Yoma F&B Performance Local currency weakness impacted performance (MMK fell ~48%) Overview Core profitability stable, positive net profit sustained REVENUE CORE EBITDA CORE EBITDA NET PROFIT MARGIN US$205.2 US
Slide 6: Key Business Segments
Key Business Real Estate, F&B and Mobile Financial Segments Services contribute over 90% of revenue 4
Slide 7: Yoma Land Development: Strong Delivery and Sales Momentum
Yoma Land Development: Strong Delivery and Sales Momentum DELIVERED PROJECTS ON SCHEDULE Over 500 homes delivered in FY2025. VISIBILITY ON REAL ESTATE DEVELOPMENT’S REVENUE US$92.5 million of unrecognised revenue as of 31 March 2025. RESPONSIVE TO MARKET DEMAND Launched Sandakuu Gardens at Pun Hlain
Slide 8: Yoma Land Services: Growing Communities and Estate Value
Yoma Land Services: Growing Communities and Estate Value INCREASING RESIDENT POPULATION 16.5% growth in resident populations at StarCity and Pun Hlaing Estate. SCALE-DRIVEN EFFICIENCY Larger estate footprint supports more efficient and integrated service delivery. SUSTAINED REVENUE MOMENTUM Expandin
Slide 9: Yoma F&B: Record Performance, Growing Reach
Yoma F&B: Record Performance, Growing Reach 80 >13 +55.5% +22.5% RESTUARANTS* MILLION YEAR-ON-YEAR YEAR-ON-YEAR CUSTOMERS Myanmar's Largest Same-Store- Same-Store- Restaurant Operator Record Sales Sales Growth Transactions Growth 7 *As at 31 March 2025 and includes YKKO Thailand and 5 franchise outl
Slide 10: Yoma F&B: Deepening Presence in Myanmar and Abroad
Yoma F&B: Deepening Presence in Myanmar and Abroad STRATEGIC BRAND COLLABORATION Partnered with foodpanda, Coca-Cola, and WavePay to strengthen digital and delivery reach. CONTINUED EXPANSION IN MYANMAR Targeting 3 to 4 new KFC and YKKO restaurant openings in Myanmar in FY2026. GROWING BEYOND MYANMA
Slide 11: Wave Money: Driving Financial Inclusion
Wave Money: Driving Financial Inclusion MMK 34 trillion +61,000 transfer volume agents >10% of the nation’s GDP 90% geographic coverage >8 million 175,000 active users* QR Merchants Larger mobile wallet and MMQR launched trust account balances February 2025 9 *Unique users who perform transactions i
Slide 12: Wave Money: Growth Through Digital Adoption and Innovation
Wave Money: Growth Through Digital Adoption and Innovation 52.5% Growth Opportunities • International remittance services in Thailand to serve the Myanmar diaspora. 33.9% Rollout of MMQR • Wave Money’s interoperability and use cases. New Services Piloted: • WaveScore, our proprietary credit scoring
Slide 13: Focus on a Strong Balance Sheet
Focus on a Strong Balance Sheet POSITIVE OPERATING CASH FLOWS PRUDENT NET DEBT AND NET GEARING • Primarily driven by strong performance at Yoma Land • Shifting towards MMK-denominated borrowings. Development. • Enhances flexibility to respond to emerging • Completion and delivery of real estate proj
Slide 14: Impact & Response of March Earthquake
Impact & Response of March Earthquake • Minimal impact on the Group’s operational and financial performance • Temporary disruptions in Upper Myanmar at Yoma F&B and Wave Money • Relief efforts supported by strong community support • Selective development opportunities in affected cities 12
Slide 15: Looking Ahead
LOOKING Macro Trends in Myanmar Shaping the Group’s Businesses AHEAD +61,000 agents • Increasing Urban • Continued Demand • Growing Digital • Resilience in Local • Ongoing Human Concentration for Hard Assets Ecosystem Consumption Capital Challenges >8 million 175,000 active users QR Merchants 48% of
Slide 16: Thank You for Your Attention
THANK YOU FOR YOUR ATTENTION
Yoma Strategic Holdings — Shareholder Meeting (July 2025) on 6ix