Slide 1: Powered by Twin Engines: 1H25 Corporate Update & Financial Results
(Company No.: 7867-P) Powered by Twin Engines Corporate Presentation 1H25 Corporate Update & Financial Results 12 March 2025 IR Adviser
Slide 2: Financial Performance
Powered by Twin Engines FINANCIAL PERFORMANCE
Slide 3: Revenue Performance
Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Twin engine strategy demonstrates resilience amid competitive packaging landscape… ❖ 1H25 packaging revenue decreased 2.3% yoy amid competitive Revenue by segment market for
Slide 4: Profit Performance
Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Operating profit supported by increased property division contribution… impacted by industrial packaging challenges ❖ 1H25 group operating profit decreased 7.3% yoy mainly on
Slide 5: Cash Flow
Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Maintained healthy operating cashflow from twin-core businesses… continued investments for long term growth Net cash from operations Net cash used in investing activities 1H2
Slide 6: Income Statement Summary
Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix 2Q25 revenue remained resilient as growth in property segment helped mitigate impact of packaging challenges… 2Q25 2Q24 Change RM'mil 1H25 1H24 Change Remarks 1,105.1 1,092.7
Slide 7: Balance Sheet (Highlights)
Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Despite increased borrowings to support new land acquisitions, net gearing remained healthy… As at As at Balance Sheet (RM ‘000) Remarks 31.01.2025 31.07.2024 Property, Plant
Slide 8: Packaging Review
Powered by Twin Engines PACKAGING REVIEW
Slide 9: Segment Performance: Packaging
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix 1H25 packaging performance saw impact of increased market competition in industrial packaging products… Revenue Operating Profit RM’m Revenue Overseas (by geography) Malaysia RM’
Slide 10: Operations Review: Packaging
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Packaging revenue remained stable in 2Q25 with steady sales volume… operating profit changes due to heightened market competition Revenue Operating Profit (Quarterly) (Quarterly)
Slide 11: Growth Strategies: Packaging
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Focused on increasing productivity and efficiency improvements.. Investing to increase productivity & efficiency Our ongoing initiatives include: Optimise manpower usage • Enhanc
Slide 12: Operations Review: Packaging
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Integrating sustainability into our operations… reducing emissions and energy costs while boosting our competitive edge • Undergoing installation of solar PV system at 10 manufac
Slide 13: Growth Strategies: Packaging
Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Scientex a leader in innovative packaging solutions… supporting customers’ sustainability goals • Leader in innovation and development of flexible plastic packaging (FPP) solutions; providing val
Slide 14: Growth Strategies: Packaging
Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Continuously driving innovation in sustainable packaging solutions… Recyclable-Ready Packaging Resource Efficiency Packaging with PIR/PCR content Contributing to a Circular Plastic Economy Scient
Slide 15: Operations Review: Packaging
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Expanded consumer product range through acquisition of food packaging manufacturer… Product Range • Acquired 70% stake in Hiro Food Packages Sushi Tray Sushi Platter Manufacturin
Slide 16: Property Development Review
Powered by Twin Engines PROPERTY DEVELOPMENT REVIEW
Slide 17: Segment Performance: Property Development
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Property division continues to record growth on strong demand for affordable homes and steady construction progress… Revenue Operating Profit Operating Profit (Annual) (Annual) O
Slide 18: Operations Review: New Property Launches
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Launched first phase of Bandar Kulai project with 263 units of 2-storey affordable homes… Launched maiden Bandar Kulai project (551-acre) 2-Storey Terrace House Launched in Jan 2
Slide 19: Operations Review: New Property Launches
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix New township in Jawi, Penang coming soon... sales office now open Operations Review: New Property Launches 19
Slide 20: Operations Review: Land Acquisitions Completed
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Land acquisitions completed… paving the way to providing quality, affordable homes for Malaysians nationwide Muar, Johor Bestari Jaya, Selangor Land Size 1,094 acres Land Size 82
Slide 21: Operations Review: Land Acquisitions Completed
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Land acquisitions completed… paving the way to providing quality, affordable homes for Malaysians nationwide Jawi, Penang Pulai 4, Johor Announcement Date 24 May 2024 Announcemen
Slide 22: Operations Review: Recent Land Acquisitions
Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Continued landbanking in strategic locations to meet growing market demand… Sungai Petani 2, Kedah Paya Rumput, Melaka Land Size 229 acres Land Size 528 acres Purchase Price RM89
Slide 23: Growth Strategies: Property Development
Financial Highlights Financial Highlights Operations Review Growth GrowthStrategies Strategies Investment Merits Appendix Continuing to expand landbank via cross-border growth strategy… Completed FY2025 (2,978 acres) Peninsular Malaysia As at Current 1 Muar, Johor: 1,094 acres, RM200.0 mil FY24 1 2
Slide 24: Growth Strategies: Property Development
Financial Highlights Financial Highlights Operations Review Growth GrowthStrategies Strategies Investment Merits Appendix Aiming to provide quality, reasonably priced homes to meet Malaysia’s growing need for affordable housing… Vision 2028 Growth Strategies ❖ To deliver 50,000 affordable ❖ Implemen
Slide 25: Investment Merits
Powered by Twin Engines INVESTMENT MERITS
Slide 26: Investment Merits
Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Twin growth engines with further potential to expand... attractive proxy to the burgeoning packaging sector and Malaysia’s affordable property market Regional leader in total solutions for packag
Slide 27: Dividend History
Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Total dividends of 12 sen in respect of FY2024… RM’m Dividend History 74.0% 49.2% 48.0% 49.8% 52.1% 36.6% 36.1% 35.9% 31.4% 35.4% 34.1% 28.7% 28.8% 32.1% 33.4% 31.7% 30.7% 30.2% 33.7% 30.9% 30.4%
Slide 28: Thank You
Powered by Twin Engines Thank You Contacts: • Ms. Choo Pooi Luen plchoo@scientex.com.my T: 03-5524 8888/03-5519 1325 • Mr. Tay Tze Yi tayty@aquilas.com.my T: 03-2711 1391