Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Investor Presentation (September 2016)
24 slides from Sam Engineering & Equipment (m) Bhd's investor presentation, September 2016
Slide 1: Investor Update
a “> SAM » wy SAM Engineering & Equipment (M) Berhad Investor Update Sep 2016
Slide 2: SAM Engineering & Equipment
SAM Engineering & Equipment Strictly Private & Confidential Sep 2016 Minority SAM Group Shareholders Asia Europe 29.87% Operations Operations As at 3 Aug 2016 SAM Engrg & SAM Suzhou Germany Equipment China Germany Malaysia Singapore Aviatron Thailand Malaysia Germany Germany SAM Engineering & Equipm
Slide 3: SAM Engineering & Equipment Companies
SAM Engineering & Equipment Companies Strictly Private & Confidential Sep 2016 SAM Aviatron manufacturing site SAM Engineering & Equipment Bayan Lepas manufacturing sites Bukit Minyak SAM Engineering & Equipment Update
Slide 4: SAM Engineering & Equipment Companies
SAM Engineering & Equipment Companies Strictly Private & Confidential Sep 2016 Thailand – Ayu$aya SAM Engineering & Equipment Bayan Lepas manufacturing sites Bukit Minyak Singapore SAM Engineering & Equipment Update
Slide 5: Aerospace Product: Engine Case
Strictly Private & Confidential Aerospace Product : Engine Case Sep 2016 Compressor & Fan Combustor Turbine SAM Engineering & Equipment Update
Slide 6: Penang: Fan Cases
Penang : Fan Cases Strictly Private & Confidential Sep 2016 CFM56-7 Engine for the Boeing 737 Aircra8 v Highly precise measurements v High tolerance to temperature and pressure requirements v Cri:cal failure component Fan Casing SAM Engineering & Equipment Update 6
Slide 7: Singapore: Compressor & Combustor Cases
Strictly Private & Confidential Singapore : Compressor & Combustor Cases Sep 2016 ENGINE CASES Aircraft Applications Airbus A320ceo, A320neo, A330, A340, A380 Boeing B737, B737Max, B747-8, B767, B777, B787 Embraer 170/175, 190/195 Bombardier CRJ 700/900, Learjet 60 Dassault Falcon 200EX Cessna Citat
Slide 8: Singapore: Engine Case (New)
Strictly Private & Confidential Singapore : Engine Case (New) Sep 2016 Today’s Capability New product Fan Compressor & Turbine for A320neo Cases Combustor Cases Cases AircraD Hot Sec:on SAM Engineering & Equipment Update
Slide 9: Penang: Prismatic Parts (New)
Penang : Prismatic Parts (New) Strictly Private & Confidential Sep 2016 • Airbus 350 • Boeing 787 • Bombardier C-Series SAM Engineering & Equipment Update 9
Slide 10: Aerospace Product: Nacelle Beam (New)
Aerospace Product : Nacelle Beam (New) Strictly Private & Confidential Sep 2016 Nacelle Beam Airbus 320neo 10 SAM Engineering & Equipment Update
Slide 11: Our Products on All Major Aircraft
Our Products on All Major Aircraft Strictly Private & Confidential Sep 2016 Boeing Aircraft Family Airbus Aircraft Family SAM Engineering & Equipment Update
Slide 12: Global Aerospace Customers
Global Aerospace Customers Strictly Private & Confidential Sep 2016 SAM Engineering & Equipment Update
Slide 13: Huge Aerospace Business Order Book
Huge Aerospace Business Order Book Strictly Private & Confidential Sep 2016 Projected Contractual Backlogs > RM 3.5 billions Need another RM100 mil investment to meet customer demand SAM Engineering & Equipment Update
Slide 14: Characteristics of Aerospace Business
Characteristics of Aerospace Business Strictly Private & Confidential Sep 2016 1. High entry barrier • Long gesta:on period • Heavy capital investment • Stringent quality requirements • Need strong cash flow 2. Long term contracts 3. Rela:vely small pool of compe:tors for niche products 4. Rela:vely
Slide 15: Resilient to external shocks
Resilient to external shocks Strictly Private & Confidential Sep 2016 SAM Engineering & Equipment Update
Slide 16: Market Outlook for Aircraft Industry
Market Outlook for Aircraft Industry Strictly Private & Confidential Sep 2016 Strong production rate driven by Airbus 320 and Boeing 737 Aircraft Families SAM Engineering & Equipment Update
Slide 17: Penang: Equipment Business
Strictly Private & Confidential Sep 2016 Penang : Equipment Business Focus on High Value Equipment Integration SAM Engineering & Equipment Update
Slide 18: Penang: Equipment Business
Strictly Private & Confidential Sep 2016 Penang : Equipment Business Focus on Semicon Front End Products • Large format precision machining experience Wafer Fab Chamber Assembly SAM Engineering & Equipment Update
Slide 19: Penang: Front End Equipment Business (New)
Strictly Private & Confidential Sep 2016 Penang : Front End Equipment Business (New) Wafer Processing Equipment SAM Engineering & Equipment Update
Slide 20: The Transformation
The Transformation Strictly Private & Confidential Sep 2016 Injecting Aerospace Business to mitigate revenue volatility RM700 mil RM600 mil Equipment Aerospace RM500 mil 54% RM400 mil RM300 mil RM200 mil 46% RM100 mil RM0 mil FY2008/09 FY2009/10 FY2010/11 FY2011/12 FY2012/13 FY2013/14 FY2014/15 FY20
Slide 21: The Transformation
The Transformation Strictly Private & Confidential Sep 2016 More diversified products that are >90% export FY2009 FY 2016 RM158m RM620m 9% 5% 25% 25% 75% 54% Back-end Semicon Data Storage Aerospace Front-end Semicon SAM Engineering & Equipment Update
Slide 22: Historical Financial Data
Historical Financial Data Strictly Private & Confidential Sep 2016 RM’m RM’m 700 70 600 Revenue 60 PAT 500 50 400 40 300 30 200 20 100 10 0 0 -10 RM’m % 30 20 Capex ROE 25 15 20 10 15 10 5 5 0 0 -5 -10 SAM Engineering & Equipment Update
Slide 23: Our Vision – The Crossover Project
Our Vision – The Crossover Project Strictly Private & Confidential Sep 2016 Growth through expansion and opportunistic Acquisition with Aerospace business as the key driver RM1 billion Organic 20% Acquisi:on RM620 mil RM531 mil RM453 mil RM452 mil 80% RM383 mil RM308 mil RM303 mil RM158 mil FY2008/0
Slide 24: Disclaimer
Disclaimer Strictly Private & Confidential Sep 2016 This Presenta:on is being presented to the recipients on a private and confiden:al basis for their informa:on. No part of this document may be reproduced or copied in any form or by any means without prior wri]en permission/consent of SAM Engineerin
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