Digiworld Corp. · HOSE:DGW
Digiworld — Investor Presentation (August 2026)
39 slides from Digiworld's investor presentation, August 2026
Slide 1: Digiworld Investor Presentation 08.2026
DIGIWORLD Investor Presentation 08.2026
Slide 2: We don't provide solutions, we are here to solve problems
We don’t provide solutions, we are here to solve problems Digiworld Corporation Ticker: DGW – HOSE
Slide 3: A Proven Market Builder with Sustainable Growth Momentum
A Proven Market Builder with Sustainable Growth Momentum Market Leadership Laptops & Tablets Office Equipment No.1 ICT distributor in Vietnam, USD 1.0bn USD 5.0 bn anchored by a nationwide market size 8.4% CAGR market size 8.0% CAGR distribution network. No.1 Laptop distributor in Vietnam with >40%
Slide 4: A Proven Market Builder with Sustainable Growth Momentum
A Proven Market Builder with Sustainable Growth Momentum Trusted Growth Partner Compounding Growth Engine Expanding from ICT → Home Appliances → FMCG → Automotive; leveraging 50+ leading global brands nationwide ERP backbone execution capability distribution Exclusive Market Expansion Services provi
Slide 5: 25+ Years of Building Vietnam's Distribution Infrastructure
25+ Years of Building Vietnam’s Distribution Infrastructure Net revenue 2024 Year of Establishment 1997 Net revenue 8% 3% 2024 VND 22,078bn (USD 883mn) VND 22,078bn34% (USD 883mn) Revenue History 25,000.0 NPAT Market 2024 ~VND 9,200bn (USD 350mn) Capitalization NPAT 28% 2024 20,000.0 VND 444bn (USD
Slide 6: Proven Leaders with Long-Term Commitment
Proven Leaders with Long-Term Commitment 0.07% 26.10% 31.73% 221.3m Doan Hong Viet Chairman Dang Kien Phuong To Hong Trang Member & General Director Member and Deputy Tran Bao Minh Non-execute Member Nguyen Duy Tung Independent Member Pham Vu Thanh Giang Independent Member shares General Director 19
Slide 7: Our Principles
Our Principles Mission ELEVATING VIETNAM Effectiveness Optimize of the outcome in terms of costs, time and resources Commitment Once committed must get Core commitment done >) digiworld. Values Digiworld is a billion-dollar company recognized for its role in the elevation of Vietnam and where everyo
Slide 8: Beyond Distribution – The Market Expansion Services (MES) Model
Beyond Distribution – The Market Expansion Services (MES) Model 8
Slide 9: Competitive Advantage - Core Capabilities That Create Value Across the Chain
Competitive Advantage - Core Capabilities That Create Value Across the Chain Brand owners DGW’s Market Expansion Services (MES) Retailers After- Retail Market Full Sale and Digital Sourcing R&D Manufacturing sales Analysis Distribution Marketing solutions Service service Market Builder Scale & Opera
Slide 10: Trusted by the World's Leading Technology Brands
Trusted by the World’s Leading Technology Brands Digiworld - The Trusted Choice of Leading Global Brands Partners: 45+ global brands Since 2001 Since 2006 Since 2008 Since 2012 Since 2017 Since 2020 Not just a distributor, but a trusted partner for market entry. 10
Slide 11: M&A Integration Playbook
M&A Integration Playbook Strategic M&A as growth driver 6+ M&A deals Expansion in existing & new industries Industries DB digiworld. Investment Philosophy Focus on strategic M&A to drive growth; enhance distribution; unlock value across industries. ‘Stronger distribution capabilities 10,000+ distrib
Slide 12: M&A value creation: add brands, channels, new industries
Add in new brands/products into existing distribution network. digiworld. Add in new distribution Passport to enter a new Professional Finance/ Capital network/ sales channels into industry/business. Management our eco-system System srer-Sales Service Industriay sy MN (Tool, w PPOrtin, Ok suppl 9 eg
Slide 13: Solid Growth with Strong Profitability and Balance Sheet Discipline (2020-2025)
Solid Growth with Strong Profitability and Balance Sheet Discipline (2020-2025) Unit: VND bn Net 30,000 25,000 revenue 2024 $1B 800 Net revenue 2024 CASH DIVIDEND PAYMENT VND 20,000 22,078bn (USD 883mn) 600 VND 22,078bn (USD 883mn) 15,000 400 NPAT 10,000 2024 NPAT 2024 221.2 200 VND 5,000 - 444bn (U
Slide 14: One platform, multiple product lines, enabling scale without complexity
One platform, multiple product lines, enabling scale without complexity Brands/Suppliers Private label (In-house/ M&A) OEM: - Ready to drink products - Household electrical appliances - Other products Mobile phones Laptops & Tablets Office equipment Home Appliances Industrial Supply FMCG, Healthcare
Slide 15: 2030 Growth Roadmap
2030 Growth Roadmap Strengthen & Scale Diversify Leverage 60+ brands Expand product lines Optimize structure & processes GROWTH >3 new global brands Enter >2 new categories Digitize with advanced tech STRATEGY each year (S/4HANA) Unlock growth via >5 M&A deals Strengthen upstream capabilities Enviro
Slide 16: Solid Growth Outlook with Improving Margins and Cash Flow (2025-2030)
Solid Growth Outlook with Improving Margins and Cash Flow (2025-2030) Double digit growth SOURCE OF Steady margin improvement Top line ROE > 15% GROWTH 15-25% CAGR Gross margin toward 10% Ample Cash + Cash STRONG equivalents Cash conversion cycle ~ 60 Debt/Equity < 1x BALANCE SHEET days Quick Ratio
Slide 17: Disciplined Risk Management for Sustainable Growth
Disciplined Risk Management for Sustainable Growth Brand Concentration Risk Diversify brand portfolio; continuously add new global and regional Dependence on key partners such as partners. Xiaomi and Apple. Inventory & Demand Risk Mitigation Approach Consumer demand fluctuations due to Data-driven d
Slide 18: ESG Integrated into Everyday Operations
ESG Integrated into Everyday Operations E Using energy-efficient Transitioning to electric Applying eco-friendly and Promoting paperless, equipment & optimizing vehicles for logistics optimized packaging digitalized operations warehouse operations S Ensuring fair treatment Regular training and Schol
Slide 19: Why DGW
Why DGW Sustainable Growth Strong Leadership Alignment 15% CAGR target in revenue Founder-led with a long-term and profit with consistent strategic vision and disciplined ROE>15% and strong cash flow execution Distinctive Business Model Favorable Macro Tailwinds Systematic MES platform Rising middle
Slide 20: Contact Info
CONTACT INFO Ms. Le Kha Tu – IR Manager khatu@dgw.com.vn
Slide 21: Appendix
D digiworld. _ Appendix
Slide 22: ICT – Distribution network
ICT – Distribution network Suppliers Customers Consumers Mobile phones Mom & pop shops 2,500 points of sale (TCR IND) Individual Users Network operators Laptops & Tablets Online retailer Small to Medium Telecom retailer chain Businesses and (TCR chain) Small Office – 3,500 stores Home Office Office
Slide 23: Consumer Goods & Healthcare – Omnichannel fulfilling
Consumer Goods & Healthcare – Omnichannel fulfilling Suppliers Customers Consumers General trade Consumer goods D.Ps: 8,000 active selling outlets Modern trade (6000 stores) Horeca E-commerce Individual Healthcare Marketplace Users Affiliates General trade – OTC 4,000 active selling outlets Modern t
Slide 24: 2Q26 business results
2Q26 business results Net Revenue Net Profit 6M26 7%3% 166 % Net Revenue Net Profit 27 % 28% 34% 40% 129% 7,273 28% 15,773 309 509 11,251 5,731 Laptops & Tablets 222 Mobile phones Office Equipment 6M25 6M26 6M25 6M26 Home Appliances Consumer goods 116 2026 6M26 2026 6M26 Plan 50% Plan 77% 2Q25 2Q26
Slide 25: 2Q26 business results – Laptops & Tablets
2Q26 business results – Laptops & Tablets Partners Revenue of Laptops & Tablets 6M26 VND 2,511bn >12 ▲37% Revenue Revenue 65% Global brands 37 % 34 % 2,511 Revenue growth (yoy) Revenue proportion 5,314 1,832 3,223 1,568 6M25 6M26 2026 6M26 Plan 55% 2Q24 2Q25 2Q26 Unit: VND bn 25
Slide 26: 2Q26 business results – Mobile phones
2Q26 business results – Mobile phones Partners Revenue of Mobile phones 6M26 VND 2,054bn >5 Revenue Revenue 3% Global brands ▲5% 2,221 5% 28 % 1,959 2,054 4,194 4,332 Revenue growth (yoy) Revenue proportion Mobile phones 6M25 6M26 2Q24 2Q25 2Q26 2026 6M26 45% Unit: VND bn Plan 26
Slide 27: 2Q26 business results – Office Equipment
2Q26 business results – Office Equipment Partners Revenue of Office Equipment 6M26 VND 2,014bn >26 ▲47% Revenue Revenue 69 % Global brands 2,014 4,461 1,368 47% 28 % 858 Revenue growth (yoy) Revenue proportion 2,641 2Q24 2Q25 2Q26 Revenue by OE groups PPE ▲71% Others 9% 1,223 8% 6M25 6M26 714 IoTs S
Slide 28: 2Q26 business results – Home Appliances
2Q26 business results – Home Appliances Partners Revenue of Home Appliances 6M26 VND 476bn >6 ▲38% Revenue Revenue 476 60% Global brands 346 38% 7% 199 1,198 Revenue growth (yoy) Revenue proportion 747 Home Appliances 2Q24 2Q25 2Q26 6M25 6M26 Unit: VND bn 6M26 2026 40% Plan 28
Slide 29: 2Q26 business results – Consumer Goods
2Q26 business results – Consumer Goods Partners Revenue of Consumer Goods 6M26 VND 218bn >15 226 ▼4% Revenue Revenue 218 5% Global brands 162 446 468 4% 3% Consumer goods Revenue growth (yoy) Revenue proportion 2Q24 2Q25 2Q26 Unit: VND bn 6M25 6M26 2026 6M26 46% Plan 29
Slide 30: 6M26 business results - Revenue by Product Mix
6M26 business results - Revenue by Product Mix Revenue mix by Product (%) 27% 29% 34% 37% 27% 47% Laptops & Tablets 23% 28% Mobile phones Office Equipment 19% Home Appliances 7% 8% 4% Consumer goods 3% 4% 3% 6M24 6M25 6M26 30
Slide 31: 6M26 business results - Revenue by End User Segment
6M26 business results - Revenue by End User Segment Revenue by Segment (VND bn) Commercial Consumer CONSUMER REVENUE CAGR (6M24-6M26) +29% 7,552 +7% 8,080 +77% 10,422 +17% +30% 3,171 5,616 2,441 6M24 6M25 6M26 COMMERCIAL REVENUE CAGR (6M24-6M26) Revenue mix by Segment (%) Commercial Consumer +52% 76
Slide 32: Profitability ratios
Profitability ratios Gross margin Operating margin 13.0% 5.3% 9.5% 2.9% 8.7% 8.5% 8.8% 8.7% 2.7% 2.5% 2.5% 2.4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net profit Net margin ▲166% ▲89% 4.2% 309 2.4% 200 166 160 106 116 1.9% 2.1% 2.3% 2.0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Unit: VND bn 2025 2026 32
Slide 33: Operating ratios
Operating ratios Inventory days Receivable days 60 60 48 40 58 42 44 46 38 38 36 36 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Payable days Cash Conversion Cycle (CCC) 46 77 68 31 61 53 55 37 36 28 26 27 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Unit: VND bn 2025 2026 33
Slide 34: Leverage ratios
Leverage ratios Debt Equity D/E 3,215 3,182 2,899 3,674 3,759 0.97 2,790 2,865 3,472 0.92 2,699 3,116 3,122 3,291 0.87 0.83 0.86 0.76 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Unit: VND bn 2025 2026 34
Slide 35: Strong July Performance
Strong July Performance July Revenue 7M Revenue 28% 41% 3,186 19,336 2,484 13,735 Jul-25 Jul-26 YTD Jul-25 YTD Jul-26 2025 2026 Unit: VND bn TRULY VIETNAM, TRULY MARKET BUILDER
Slide 36: Earnings guidance
Earnings guidance 3Q26 Target (Base Case) 2026 Business Plan Net Revenue Net Profit Net Revenue Net Profit 4% 1% 18% 20% 7,391 7,660 31,500 166 165 26,632 660 548 3Q25 3Q26 3Q25 3Q26 2025A 2026F 2025A 2026F Unit: VND bn 36 TRULY VIETNAM, TRULY MARKET BUILDER
Slide 37: New business & Investment projects
New business & Investment projects + Adding new brands to existing channel + Adding new channel Industrial Ecommerce Supply Home Appliances After sales B2B: Education & Healthcare, Solar energy Office Equipment TRULY VIETNAM, TRULY MARKET BUILDER
Slide 38: Years, Building the Future (2015-2025)
10 Years, Building the Future (2015-2025) x6 Revenue x5 +3ppts Net Gross margin improved 2.4% Average net profit margin profit 7 % ROA 21 ROE % 12 ROIC % x7 Market capitalization x3 Revenue/Employee (RPE) 27 Net Profit Distributed % as Cash Dividends 10 consecutive years of cash dividend payments ~
Slide 39: Innovation That Works
Innovation That Works Automotive Industrial supply Industrial supply Home appliances Home appliances Home appliances Healthcare Healthcare Healthcare Healthcare FMCG FMCG FMCG FMCG FMCG Tablets Tablets Tablets Tablets Tablets Tablets Mobile phones Mobile phones Mobile phones Mobile phones Mobile pho