Isec Healthcare Ltd · SGX:40T
Isec Healthcare — Shareholder Meeting (April 2026)
26 slides from Isec Healthcare's shareholder meeting presentation, Apr 29, 2026
Slide 1: Advancing Capabilities, Expanding Strategically
ADVANCING CAPABILITIES, EXPANDING STRATEGICALLY ISEC Healthcare Ltd. (“ISEC Healthcare” or the “Company”) 12th Annual General Meeting 29th April 2026 Page 0
Slide 2: Disclaimer
Disclaimer This presentation is being furnished to you solely for your information and may not be reproduced or redistributed to any other person or published, in whole or in part, for any purpose. No representation or warranty, express or implied, of any nature is given as to, and no reliance shoul
Slide 3: Table of Content
Table of Content Business Overview Financial Highlights Corporate Developments Outlook Page 2
Slide 4: Business Overview
Business Overview Page 3
Slide 5: Introduction – Our Presence
Introduction Our Presence Malaysia Singapore Johor Melaka Ipoh Kuala Lumpur Asia Pacific Eye Centre Teluk Intan Kampar Sibu Myanmar Penang Coming Soon ARYU Branch 2026: Seremban Batu Pahat Klang Taiping Manjung Kuching Page 4 Main Centre
Slide 6: Business Overview – Our Presence
Business Overview Our Presence Penang Number of Eye Care Centres (as at 29th April 2026): Ipoh, Kampar, Manjung, Telok Intan, Malaysia – 12 Taiping Singapore – 1 (N1) Myanmar – 1 (N2) Kuala Lumpur N1 – Asia Pacific Eye Centre in Gleneagles Klang Hospital. Kuching Sibu N2 – Excluding a satellite clin
Slide 7: Our Competitive Strengths
Business Overview Our Competitive Strengths 1 Highly qualified and experienced specialist doctors 6 Business model aligns the 2 interests of our High quality and specialist doctors with comprehensive range of our Group and eye care services Shareholders 5 Ability to replicate our 3 Well positioned t
Slide 8: Financial Highlights
Financial Highlights Page 7
Slide 9: Key Financial Highlights
Key Financial Highlights Financial Year Ended 31 December 2025 REVENUE CASH AND CASH EQUIVALENTS 7% YoY $7.9m PAT NET PROFIT MARGIN 4% YoY FY2025: 16.9% (FY2024: 17.4%) Page 8
Slide 10: Revenue – 5 Years (2021 – 2025)
Financial Highlights Revenue – 5 Years (2021 – 2025) S$5.0 mil (7%) S$4.2 mil (6%) S$’Million S$7.0 mil (11%) S$22.5 mil (56%) The Group showed an upward trend on revenue growth over the five years from FY2021 to FY2025, following increased business activities and opening of new and expanded centres
Slide 11: Revenue Breakdown – By Business Segment
Financial Highlights Revenue Breakdown and Contribution Percentage – By Business Segment S$’Million 7% Revenue breakdown excluding new centres (ME Centre, TE Centre, Taiping Eye, ISEC 7% Klang): S$’Million 4% 4% 8% 8% Specialised health services contributed 95% to total Group revenue. Specialised He
Slide 12: Revenue Breakdown – By Geographical Segment
Financial Highlights Revenue Breakdown and Contribution Percentage – By Geographical Segment S$’Million 7% Revenue breakdown excluding new centres (ME Centre, TE Centre, Taiping Eye, ISEC Klang): 6% S$’Million 4% 2% 8% 14% 8% 14% Singapore: Revenue increased by S$1.0 million, or 8%, in FY2025 with i
Slide 13: Profit attributable to owners of Company – 5 Years
Financial Highlights Profit attributable to owners of Company – 5 Years (2021 – 2025) S$0.6 mil (5%) S$’Million In FY2025, profit increased by S$0.6 million, or 5%, from S$12.8 million in FY2024 to S$13.4 million in FY2025. Profit attributable to owners of the Company generally increased for the 5 y
Slide 14: Earnings Per Share – 5 Years (2021 – 2025)
Financial Highlights Earnings Per Share – 5 Years (2021 – 2025) 0.09 cents (4%) Singapore Cents Earnings per share increased from 2.23 Singapore cents in FY2024 to 2.32 Singapore cents in FY2025, an increase of 4%. Page 13
Slide 15: Net Asset Value attributable to owners – 5 Years
Financial Highlights Net Asset Value attributable to owners of Company – 5 Years (2021 – 2025) Net Asset Value attributable to owners of Company Net Asset Value Per Share (S$) (S$’Million) S$0.02 (13%) S$11.7 mil (13%) S$’Million S$ Page 14
Slide 16: Dividends
Financial Highlights Dividends S$’Million N1 Dividend Proposed (S$’Million) Q4 2025 (Final Dividend) 3.3 Total 3.3 0.58 Singapore Cents proposed but not yet approved by the shareholders; to be tabled for approval in the AGM on 29 April 2026. The reduction in annual dividend reflects our intention to
Slide 17: Corporate Developments
Corporate Developments Page 16
Slide 18: Corporate Developments 2025
Corporate Developments 2025 (for illustration only) March 2025 April 2025 Continue to next slide ISEC Klang has obtained the operating licence ISEC KL entered into a joint venture agreement with Bond from the Ministry of Health Malaysia to operate Infinity Sdn. Bhd. to incorporate a joint venture co
Slide 19: Corporate Developments 2025
Corporate Developments 2025 (for illustration only) December 2025 ISEC KL entered into a joint venture agreement with Bond Infinity Sdn. Bhd., K.C. Yeo Eye Specialist Clinic Sdn. Bhd. and Wedjat Vision Sdn. Bhd., to incorporate a joint venture company in Malaysia under the proposed name of “ISEC (Ba
Slide 20: Corporate Developments 2026
Corporate Developments 2026 (for illustration only) (for illustration only) 2026 On the plans to move our flagship KL operations, renovation and fitting-out are in progress following completion of construction in 2025. The aforementioned works are currently on schedule and barring any unforeseen del
Slide 21: Entry into new employment agreement with Dr Lee Hung Ming
Corporate Developments 2026 Entry into new employment agreement with Dr Lee Hung Ming The Group has on 13 February 2026 entered into a new employment agreement with Dr Lee Hung Ming which sets out his updated terms of employment (“New Employment Agreement”). Dr Lee Hung Ming shall continue to: (i) p
Slide 22: Outlook
Outlook Page 21
Slide 23: Outlook
Outlook • We believe the outlook for ophthalmology services in the Asia-Pacific region remains highly favourable in 2026: ✓ strong structural healthcare trends ✓ sustained demand for specialised eye care services ✓ rapid demographic ageing in the region leading to a growing prevalence of age-related
Slide 24: Outlook – Political Situation in Myanmar
Outlook Political Situation in Myanmar • Myanmar’s election was concluded on 25 January 2026 and a new president has been elected and inaugurated on 10 April 2026. A new government office has also been established on the same day. The new president has issued new emergency ordinances to impose milit
Slide 25: Sponsor review statement
This presentation has been reviewed by the Company’s sponsor, PrimePartners Corporate Finance (the “Sponsor”). It has not been examined or approved by the Singapore Exchange Securities Trading Limited (the “Exchange”) and the Exchange assumes no responsibility for the contents of this presentation,
Slide 26: Thank You
Thank You Page 25