Malaysian Pacific Industries Bhd. · MYX:MPI
Malaysian Pacific Industries Bhd — Q4 FY2018 Earnings Presentation
15 slides from Malaysian Pacific Industries Bhd's earnings presentation, January 2019
Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q4 FY18
Malaysian Pacific Industries Berhad Investors’ Briefing Q4 FY18 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation
Slide 2: Q4 FY18 Summary
Q4 FY18 SUMMARY REVENUE Sequential Revenue UP 7% (USD), 7% (RM) PAT Q4 PAT higher by 50% Vs Q3 to close at RM48.1M PORTFOLIO Portfolio rationalization in Q4, where low margin products are being replaced with products of high TRANSFOR- margin such as sensors. MATION CHALLENGES Over the previous Quart
Slide 3: Revenue by Quarter
REVENUE BY QUARTER QUARTERLY REVENUE (USD) 102,000 100,000 99,181 98,000 USD MIL 96,000 94,782 94,000 92,388 92,862 92,000 90,539 89,611 90,000 88,869 87,996 88,000 86,000 84,000 82,000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY 2017 FY2018 MPI saw 11% growth in Q4 2018 Vs Q4 2017 MPI grew 7% from Q3 to Q4 in FY 20
Slide 4: MPI Group Results at a Glance
MPI GROUP RESULTS AT A GLANCE Q4 FY18 Q3 FY18 Q4 FY17 Q4 vs Q3 Q4 vs Q4 YTD FY18 YTD FY17 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 393.1 366.3 389.1 7% 1% 1542.3 1544.5 -0.1% PAT 48.1 31.7 48.7 52% -1% 172.4 218.7 -21% PATAMI 39.0 26.0 40.0 50% -2% 142.5 177.9 -20% EPS (sen) 20.55 13.68
Slide 5: MPI Group – Revenue by Geographical Location of Customers
MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 25.8% YTD FY 2018 ASIA USA 25.2% YTD FY2017 18.3% YTD FY2018 55.9% YTD FY 2018 55.4% YTD FY2017 19.5% YTD FY2017 Differentiation Thru Innovation
Slide 6: Revenue by End User Market
REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q4 FY18 REVENUE BY END USER MARKET Q3 FY18 Other 1% Other 1% PC / PC / Notebook Notebook 9% 10% Automotive Automotive 30% 29% Consumer / Consumer / Communications Communications 35% 35% Industrial Industrial 25% 25% Differentiation Thru Innovatio
Slide 7: MPI Group – Revenue by Operating Units
MPI GROUP – REVENUE BY OPERATING UNITS REVENUE (USD) REVENUE BY OPERATING UNITS (%) 100 99 Carsem Dynacraft 100% 94% 94% 94% 95% 96% 98 90% 96 95 80% 94 93 70% USD MIL 60% 92 91 90 50% 90 40% 88 30% 20% 86 6% 6% 6% 5% 10% 4% 84 0% Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q2 Q3 Q4 FY 2017 FY 2018 FY 2017 FY2018 Differen
Slide 8: MPI Group – Capex
MPI GROUP – CAPEX MPI EBITDA VS CAPEX (RM M) MPI CAPEX EBITDA Capex Carsem Dynacraft 120 70 100 60 0.8 3.0 50 80 RM MIL RM MIL 40 60 1.4 30 0.1 59 53 0.5 40 20 33 31 20 10 24 - - Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q2 Q3 Q4 FY2017 FY2018 FY 2017 FY2018 Differentiation Thru Innovation
Slide 9: Carsem – Business Units
CARSEM – BUSINESS UNITS M Automotive SOIC MICRO MSU S Industrial PMG MLP TEST SZ Automotive & Consumer TVS MLP Cu CLIP LGA FC Differentiation Thru Innovation
Slide 10: Summary
SUMMARY Portfolio Transformation is underway where products with weak margins are being replaced by high margin products Automotive segment is strengthening and we are seeing positive traction Increasing automation to drive higher quality, investing in Industrial 4.0 starting with MEMS Sensors Intro
Slide 11: Thank You!
THANK YOU! Differentiation Thru Innovation
Slide 12: MPI Group - Vision: Globally Preferred OSAT Partner for Automotive
MPI GROUP - VISION GLOBALLY PREFERRED OSAT PARTNER FOR AUTOMOTIVE RESEARCH CENTRE FINLAND RESEARCH CENTRE GERMANY RESEARCH CENTRE CHINA CARSEM Dynacraft ACQUIRING CAPABILITIES UPSTREAM BUSINESSES MIS SIP/MCM CAPABLE WITH MIS EXISTING CAPABILITIES ACQUIRING TECHNOLOGIES Basic MEMS testing FO-WLP Room
Slide 13: Carsem in Automotive – Application & System Involvement
CARSEM IN AUTOMOTIVE – APPLICATION & SYSTEM INVOLVEMENT Power Switches Magnetic Sensors Park Assist Systems Infotainment Systems System Basis Chips (SBC’s) Level Sensors Transmission Control Fuel Tank Sensor Inertial Sensors Gas Sensors Power Regulators Automatic Brake Systems Climate Control Pressu
Slide 14: Carsem in Communication
CARSEM IN COMMUNICATION Camera GPS Gyroscope WiFi Magnetometer Bluetooth Barometer GSM / CDMA Cell Proximity NFC: Near Field Temperature Humidity Sensor Light Sensor Accelerometer Touch screen Audio Carsem Participates in these areas • Devices that can be found in both “Fan In” & “Fan Out” WLP • Dev
Slide 15: Carsem – Sensors Used in Server Systems / IT Rooms
CARSEM – SENSORS USED IN SERVER SYSTEMS / IT ROOMS Temperature Vibration Humidity Door contact Smoke Detection Liquid Detection Alarm Locks Differentiation Thru Innovation
Malaysian Pacific Industries Berhad — Q4 FY2018 Earnings Presentation on 6ix