Oxford Innotech Bhd. · MYX:OXB
Oxford Innotech Bhd — Q1 2026 Earnings Presentation
25 slides from Oxford Innotech Bhd's earnings presentation, May 25, 2026
Slide 1: 1Q FY26 Results Briefing
1Q FY26 Results Briefing 25 May 2026 1 1
Slide 2: Disclaimer
Disclaimer • This presentation may contain forward-looking statements. All statements other than statements of historical facts contained in this presentation including, without limitation, those regarding our financial position, business strategies, plans and objectives of Oxford Innotech Berhad an
Slide 3: Optimising opportunities and eXtending Boundaries
An integrated engineering solutions provider, specialising in: • Precision Engineering Components Solutions Fabricate sheet metal and CNC-machined components, as well as plastic injection moulded products. Optimising opportunities and eXtending Boundaries • Mechanical Assembly Solutions Design and m
Slide 4: Key Achievements and Milestones
Key Achievements and Milestones 2002 - 2008 2011 - 2015 2018 - 2022 A Humble Beginning Fortifying Position Invest for Growth Expanded into Founded in 2002, CG Expanded into sheet manufacturing of 2025 - 2027 Solutions supplied metal fabrication and precision engineering industrial products to plasti
Slide 5: Shareholding & Corporate Structure as at 30 April 2026
Shareholding & Corporate Structure as at 30 April 2026 Promoters and major shareholders continue to hold a 62.9%-stake post listing. Institutional Public Ng Thean Gin Lee Lai Chan Oh Yen San Teh Teng Wah shareholders shareholders 29.6% 14.7% 9.5% 9.1% 12.5% 24.6% 100.0% 100.0% 100.0% 100.0% 100.0% C
Slide 6: Financials – Results Review
7 Financials – Results Review 6
Slide 7: Healthy Start in FY26 with Improved Margins
Healthy Start in FY26 with Improved Margins 1QFY25 4QFY25 RM’m (FYE Dec) 1QFY26 YoY chg QoQ chg YoY QoQ Revenue 17.8 19.5 12.7 -8.7% +40.7% GP 6.5 6.8 3.9 -4.3% +64.9% PAT 3.3 3.2 1.0 +0.3% +221.4% GP Margin 36.5% 34.8% 31.2% +1.7 ppt +5.3 ppt PAT Margin 18.2% 16.6% 8.0% +1.6 ppt +10.2 ppt Note: Mar
Slide 8: Revenue Breakdown by Business Segments
Revenue Breakdown by Business Segments RM0.3m RM0.3m 1.7% 1.7% RM12.7m RM5.7m 65.0% 32.1% 1QFY25 1QFY26 RM19.5m RM6.5m RM17.8m RM11.8m 33.4% 66.2% Precision Engineering Components Solutions Mechanical Assembly Solutions Automation and Robotics Solutions • Increased contribution from the Precision En
Slide 9: Solid Balance Sheet Position
Solid Balance Sheet Position RM’m (FYE Dec) FY25 1QFY26 (audited) (unaudited) TOTAL ASSETS 168.0 168.3 Cash and cash equivalents 54.6 53.8 TOTAL LIABILITIES 40.7 37.7 Reduced total liabilities primarily due to lower trade and other payables. Total borrowings^ 24.8 22.5 TOTAL EQUITY 127.3 130.5 Curre
Slide 10: IPO Proceeds to Drive Next Phase of Growth
IPO Proceeds to Drive Next Phase of Growth Strengthening our capacities and capabilities to undertake more projects Actual Balance to be Purpose Proposed Utilisation Utilisation Utilised Utilisation of proceeds @ 22 May 2026 RM’m % RM’m RM’m Construction of a new factory 23.1 55.5 - 23.1 Purchase/re
Slide 11: Business Updates & Outlook
Business Updates 7 & Outlook 11
Slide 12: Strategic Entry - Data Centre ("DC") Segment
Strategic Entry - Data Centre (“DC”) Segment Jan-Feb’26: OXB has secured 2 contracts totalling RM9.6m, 1st LOA: RM4.8m on 21 Jan 2026 to supply critical steel structures & accompanying precision metal 2nd LOA: RM4.8m on 5 Feb 2026 components for advanced DC airflow management solution. Our Client Ma
Slide 13: How did we penetrate into DC segment?
How did we penetrate into DC segment? Key Enabler – Large Format Tube Laser Cutting Machine In 2025, we foresaw there is a need for high precision infrastructure components through interactions with our key customers. Hence, we acquired the Large Format Tube Laser Cutting Machine to address the anti
Slide 14: Semiconductor Segment Enters Execution Phase
Semiconductor Segment Enters Execution Phase FY25 FY26 FY27-28 Order backlog @ Mar 2026: RM30.0 mil • To construct Penang Science Park Factory 2 • Linear order momentum Phase 2 in 2nd half of 2026. from semiconductor – memory customers. • Upon completion, • Focused on securing FAIR manufacturing spa
Slide 15: Revenue Contribution by Top 5 Customers
Revenue Contribution by Top 5 Customers 2022 2023 2024 2025 Sector Customers RM ‘m % RM ‘m % RM ‘m % RM ‘m % EDM Holdings 4.4 15.2 Customer A 2.3 7.9 Semiconductor (Memory/ Customer B 3.5 12.1 Equipment/ Customer F 2.6 9.0 others) Customer J2 6.0 9.5 Customer G 6.9 13.9 10.4 11.2 5.9 9.3 Data Center
Slide 16: Other Key Developments
Other Key Developments Order backlog (RM‘m) Our staff force as of April 2026 30.0 Total* 262 264 258 257 256 262 21.0 18.8 13.8 14.7 Engineers 20 23 21 21 22 22 Production 174 168 162 162 160 171 Mar-25 Jun-25 Sept-25 Dec-25 Mar-26 Admin 68 73 75 74 74 69 Dec-24 Mar-25 Jun-25 Sept-25 Dec-25 Apr-26 R
Slide 17: Other Key Developments (cont.)
Other Key Developments Sustained Project Pipeline at SIBS: (cont.) ✓ Sweden: Stable activity with thousands of apartments in development. ✓ UK: 1st project in Basildon underway and secured 2nd order in Edinburgh for Student Housing Project. ✓ Australia: Two hotel construction projects (expected to b
Slide 18: Key Growth Segments Driving Expansion in FY26
Key Growth Segments Driving Expansion in FY26 Data Centre Semiconductor MBS • Current awards cover 2 out of • Positive progress in FAIR • Steady progress supported 4 sections across 3 DCs in the approvals is now translating by sustained project Klang Valley. into mass production. pipeline of key cus
Slide 19: AI Adoption
7 AI Adoption 19
Slide 20: Large Language Models ("LLM")
Large Language Models (“LLM”) Draft, debug, and automate engineering tasks faster with LLM. 1) Draft cobot programming 2) Create an automated and template-guided workflow Reduce coding time by up to Reduce error and typo by Make manufacturing drawings ~50-60% ~10-15% ~20-30% faster Advanced debuggin
Slide 21: The Big Data
The Big Data Real-time dashboard to help management identify project delays and improve team management. Identify bottleneck Improve team management Identify project delays more efficiently Track team capacity and redistribute across design and procurement processes tasks before delays build up. to
Slide 22: Automatic Line Merging & Intelligent Nesting
Automatic Line Merging & Intelligent Nesting Maximize material efficiency and reduce cycle time through AI-driven nesting that optimizes layout design and minimizes material waste. Reduce material costs Increase productivity Improve operational efficiency Maximize the yield from Produce more parts e
Slide 23: Vision Inspection: Machine Learning ("ML") Camera
Vision Inspection: Machine Learning (“ML”) Camera Enhance production quality while reducing manpower requirements Absent Measure Locate Decode Ensure production quality Color Optic character recognition Improve production quality by ~10-15% by making defect detection more accurate and consistent. Le
Slide 24: AI's Roles in Our Operations
AI’s Roles in Our Operations Our objectives Our tools The outcomes 1. Enhance engineering output ~50-60% less coding time; drawings • Improve production ~20-30% faster; ~10-15% fewer errors efficiency 2. Real-time data access • Reduce manual and Zero sync delays and consistent repetitive work output
Slide 25: THANK YOU
THANK YOU For queries, please contact Evon at evon@capitalfront.biz 25
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