Slide 1: Powered by Twin Engines: 4Q19 Corporate Update & Financial Results
(Company No.: 7867-P) Powered by Twin Engines Corporate Presentation 4Q19 Corporate Update & Financial Results 26 September 2019 IR Adviser
Slide 2: Financial Performance
Powered by Twin Engines FINANCIAL PERFORMANCE
Slide 3: Revenue Performance
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix FY19’s revenue grew significantly quicker compared to past 5 years on expanded manufacturing and property development activities… Revenue by segment FY19 revenue increased 25% on higher contribution Manufacturing f
Slide 4: Profit Performance
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix FY19 operating profit leaps on enhanced margins and utilization in manufacturing segment as well as increased sales of affordable properties… FY19 operating profit increased 29.2% due to: Operating profit by segmen
Slide 5: Cash Flow
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix Annual 0perating cash flow increases substantially to more than RM500 million on efficiency measures… Net cash used Net cash from operations in investing activities RM’m FY18 FY19 558 380 392 323 154 192 FY14 FY15 FY
Slide 6: Income Statement Summary
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix 4Q19 profit catapults on higher sales and favourable product mix in manufacturing and property development segments… record FY19 performance sets strong base 4Q19 4Q18 Change RM'mil FY19 FY18 Change Remarks 938.8 720
Slide 7: Balance Sheet (Highlights)
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix Strong operational cashflow to contribute towards reduced gearing and fund future plans… As at As at Balance Sheet (RM ‘000) Remarks 31.7.2019 31.7.2018 Due to acquisition of Daibochi and new machineries Property, Pl
Slide 8: Manufacturing Review
Powered by Twin Engines MANUFACTURING REVIEW
Slide 9: Segment Performance: Manufacturing
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix FY19 manufacturing segment boosted by higher sales at existing businesses as well as newly-acquired business…higher utilisation rate across all plants Revenue Operating Revenue Operating Profit Profit (by geography)
Slide 10: Growth Plans: Manufacturing
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix Long term growth supported by expanded manufacturing capacity… Revenue Operating Profit (Quarterly) (Quarterly) 379.7 411.9 442.8 435.3 469.1 456.4 452.1 527.0 575.8 549.0 602.8 630.3 23.8 30.2 25.2
Slide 11: Growth Plans: Manufacturing (Daibochi acquisition)
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix Scientex continues to grow as a prominent FPP manufacturer in the F&B and FMCG sectors… On 19 February 2019, Scientex completed the acquisition of a 42.4% controlling stake in Daibochi On 1 Apri
Slide 12: Growth Plans: Manufacturing (MPP)
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix MPP expands Daibochi’s clientele to cover two distinct market segments… • Value-added packaging • Cost-effective packaging • Operation Set Up for: • Operation Set Up for: • Stringent international f
Slide 13: Growth Strategies: Manufacturing
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix Synergistic production capabilities and continued innovation through R&D… increasing utilization rate and pursuing sustainability goals Efficiency Driven Operation Growth supported by 19 manufacturi
Slide 14: Property Development Review
Powered by Twin Engines PROPERTY DEVELOPMENT REVIEW
Slide 15: Segment Performance: Property Development
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix Group’s property launches continuing to fulfill high demand for affordable homes across Peninsular Malaysia… Revenue Operating Profit Operating Profit (Annual) RM’m (Annual) Operating Margin RM1.1b GDV RM’m FY19 new
Slide 16: Growth Plans: Property Development
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix Scientex continues cross-border growth strategy with first Penang land purchase... sufficient landbank to last for more than 10 years Land acquisitions in 2019 Enlarged development profile Location:
Slide 17: Growth Strategies: Property Development
Operations Review Growth Strategies Growth Strategies Financial Highlights Investment Merits Appendix Property segment aims to capture vast demand for affordable homes in Malaysia… Vision 2028 Growth Strategies To deliver 50,000 affordable Focused on affordable housing homes to the public by 202
Slide 18: Investment Merits
Powered by Twin Engines INVESTMENT MERITS
Slide 19: Investment Merits
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix A high-growth proposition all-round... attractive proxy to the burgeoning packaging sector and Malaysia’s affordable property market Regional leader in total solutions for packaging Valuations @ 24 Sept 2019 •Among t
Slide 20: Dividend History
Operations Review Growth Strategies Financial Highlights Investment Merits Appendix Proposed final dividend of 10 sen per share in respect of FY2019… RM’mil 74.0% Dividend History 49.2%48.0% 49.8% 52.1% 36.6% 36.1% 33.4%35.9% 31.4% 28.7% 28.8%32.1% 31.7% 30.7%30.2%33.7%30.9% 26.6% 5.9 103.1 14.2 17.
Slide 21: Thank You
Powered by Twin Engines Thank You Contacts: • Ms. Choo Pooi Luen plchoo@scientex.com.my T: 03-5524 8888/03-5519 1325 • Ms. Julia Pong julia@aquilas.com.my T: 03-2711 1391