Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Q1 FY2027 Earnings Presentation
23 slides from Sam Engineering & Equipment (m) Bhd's earnings presentation, Aug 28, 2026
Slide 1: Q1 FY2027 Investors' Briefing
Success Always Matters Q1 FY2027 Investors’ Briefing SAM Engineering & Equipment (M) Berhad 28th AUGUST 2026
Slide 2: Safe Harbour
Safe Harbour The information contained in this presentation reflect the views and opinions of the management of SAM Engineering & Equipment (M) Berhad (“SAMEE”) with regard to the sources referenced and is part of the group business update. All sources of information are believed to be factual and c
Slide 3: Agenda
AGENDA 1.Business Outlook 2.Operations Update 3.Q1 FY2027 Financial 4.Q&A SAM Confidential | Success Always Matters 3
Slide 4: 1. Business Outlook
1. Business Outlook SAM confidential
Slide 5: Semiconductor Market Perspective
Semiconductor Market Perspective TAKE AWAY from DEVICE REVENUES and INVENTORY trend MEM OR Y NON-MEM OR Y REVENUE DRIVER Price spike AI ASIC / GPU mix shift since Q3 2025 since Q1 2023 INVENTORY STATUS <0.6 months ~0.5 months CAPEX TREND Aggressive build-out Continuous ramp underway through 2031 CYC
Slide 6: Semiconductor Equipment Market Outlook
Semiconductor Equipment Market Outlook Wafer Fab Equipment Utilization Rates, % Source : Yole July‘26 Source : SEMI July‘26 Equipment utilization rates are approaching the long-term Global sales of total semiconductor manufacturing average utilization rate of 90%. Historically, Wafer Fab equipment b
Slide 7: Aerospace Long-Term Market Outlook
Aerospace Long-Term Market Outlook 20-year aircraft demand remains resilient through 2045 Single-aisle demand Widebody demand Regional Jet ~43,000 new aircraft required ~80% single-aisle share ~50% fleet renewal >50,000 global 2045 fleet by Airbus 42,060 | Boeing ~43,600 backbone of global fleet gro
Slide 8: Aerospace Market Outlook
Aerospace Market Outlook Airbus and Boeing Aircraft Deliveries and Forecast Actual Deliveries Forecasted Deliveries 2500 2500 2101 2133 2088 2087 2092 2073 2145 1930 2000 2000 1754 1606 1535 873 900 894 911 912 908 942 1500 1393 788 1500 1243 1263 731 1141 1114 662 806 380 951 600 1000 528 418 1000
Slide 9: SAMEE Business Outlook
SAMEE Business Outlook Received a stronger order book for the The weakening of the US Dollar impacted Equipment business, driven by strong demand FY2026 financial performance, and FY2027 from semiconductor front-end and hard disk performance will be impacted if the US Dollar drive customers stays at
Slide 10: 2. Operations Update
2. Operations Update SAM confidential
Slide 11: SAM Thailand Update (Rojana and Ban Bueng)
SAM Thailand Update (Rojana and Ban Bueng) Rojana, Ayutthaya Ban Bueng, Chonburi RJ 1 RJ 2 BB 1 BB 2 BB 3 Non-Cleanroom Sheetmetal Machining + Machining + Machining Assembly Fabrication Cleanroom Assembly Special Process BB3 (New) BB2 BB1 Mass Production Industrialization Phase SAM Confidential | Su
Slide 12: SAM Thailand Update – Ban Bueng 2 (BB2)
SAM Thailand Update – Ban Bueng 2 (BB2) SAM Thailand BB2 is currently in production mode. SAM Confidential | Success Always Matters 12
Slide 13: Relocation of Casing Business to Thailand
Relocation of Casing Business to Thailand Thailand Singapore Jurong Tuas (Relocated) Machines Installation & Transfer BB3 Factory ready 2026 to 2027 Volume Production Dec 2025 Product Qualification 2028 2026 to 2027 Completed On-going SAM Confidential | Success Always Matters 13
Slide 14: SAM Malaysia: New Class 100 & Class 1K Cleanroom
SAM Malaysia: New Class 100 & Class 1K Cleanroom • Expansion of ISO Class 100 (ISO 5) and Class 1K (ISO 6) cleanroom capacity at SAM Malaysia to support growing precision assembly demand • Class 100 cleanroom is dedicated to ultra- clean critical assembly and test operations for semiconductor front-
Slide 15: 3. Q1 FY2027 Financial
3. Q1 FY2027 Financial SAM confidential
Slide 16: Q1 FY2027 VS Q4 FY2026
Q1 FY2027 VS Q4 FY2026 Group Revenue EBITDA PBT • Revenue and PBT increased by RM76.0mil and RM’Mil RM’Mil RM’Mil RM9.3mil respectively. 424.1 Equipment 11.0% • Revenue increased by RM69.3mil – stronger 348.1 demand from data storage and semiconductor 46.7 4.4% customers, supported by the ongoing in
Slide 17: Q1 FY2027 VS Q1 FY2026
Q1 FY2027 VS Q1 FY2026 Group Revenue EBITDA PBT RM’Mil RM’Mil RM’Mil • Revenue increased by RM54.5mil while PBT decreased by RM2.8mil. 424.1 13.6% Equipment 369.6 11.0% 50.3 • Revenue increased by RM65.2mil – stronger 46.7 demand from data storage and semiconductor 5.8% customers, partially offset b
Slide 18: Revenue & EBITDA
Revenue & EBITDA Revenue EBITDA RM'Mil RM'Mil 1,497 1,481 1,445 1,441 250 229 1,148 199 174 957 895 163 1,066 1,116 177 152 896 145 116 124 424 47 524 546 302 431 73 77 252 329 54 58 38 39 122 9 FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2027 FY2027 Aerospa
Slide 19: Capex & PBT
Capex & PBT Capex PBT RM'Mil RM'Mil 223 144 100 115 115 218 103 64 96 130 19 70 112 117 111 48 59 27 22 77 19 84 39 4 37 43 28 18 14 9 5 (2) 4 (12) (13) (9) FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2027 FY2027 Aerospace Equipment Aerospace Equipment SAM C
Slide 20: Profit for the Year & Basic Earnings Per Share
Profit for the Year & Basic Earnings Per Share Profit For The Year Basic Earnings Per Share RM'Mil Sen 19.53 109 92 16.41 89 13.94 13.58 76 45 6.61 13 1.92 FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 FY2027 FY2027 SAM Confidential | Success Always Matters 20
Slide 21: Return On Equity & Net Gearing
Return On Equity & Net Gearing Return on Equity Net Gearing 0.56 11.8% 11.4% 9.7% 0.29 6.4% 0.26 0.18 0.19 0.16 3.3% 1.0% FY2022 FY2023 FY2024 FY2025 FY2026 YTD Q1 Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 FY2027 SAM Confidential | Success Always Matters 21
Slide 22: Q&A
Q&A SAM Confidential | Success Always Matters 22
Slide 23: Thank You
Thank You - SUCCESS ALWAYS MATTERS -
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