AEM Holdings Ltd. · SGX:AWX
AEM — Q1 2022 Earnings Presentation
9 slides from AEM's earnings presentation, May 5, 2022
Slide 1: 1Q2022 Financial Results Briefing
1Q2022 Financial Results Briefing AEM Holdings Ltd. May 5, 2022 AEM | CONFIDENTIAL
Slide 2: Disclaimer
Disclaimer This is a presentation of general information relating to intended to be profit forecasts, estimations or the current activities of AEM Holdings Ltd. (“AEM”). It is projections of future performance and should not be given in summary form and does not purport to be regarded as such. compl
Slide 3: Corporate Profile
AEM is a global leader in application-specific intelligent system AEM test and handling solutions for semiconductor and electronics Corporate Profile companies serving the advanced computing, 5G, and AI markets Leader in Fast Growing SLT Market Full Stack Technology Listed on SGX SLT growth driven b
Slide 4: 1Q2022 Highlights
1Q2022 Highlights Highest quarterly revenue in AEM’s history at S$261.9M, a 226.4% y-o-y increase Record high quarterly PBT of S$49.7M, representing a 212.1% y-o-y increase Continued to see strong uptake in our next generation testing equipment and tool in 1Q2022 Reported EPS of 13.1 SG cents in 1Q2
Slide 5: Financial Highlights
1Q2022 Financial Highlights Revenue and profit grew by more than 200% compared to 1Q2021 1Q2022 vs 1Q2021 Revenue PBT NAV per share S$261.9M S$49.7M 142.7 Cents AEM | CONFIDENTIAL 5
Slide 6: 1Q2022 Financial Highlights
1Q2022 Financial Highlights 1Q2022 is the best quarter to-date S$M 1Q2022 1Q2021 Change (%) Revenue 261.9 80.2 +226.4 PBT 49.7 15.9 +212.1 PBT % 19.0% 19.8% PAT 40.8 13.3 +205.6 PAT % 15.6% 16.6% Total Assets 790.4 440.1 +79.6 Total Equity 441.4 260.9 +69.2 EPS (fully diluted) in SG cents 13.1 4.8 +
Slide 7: Revenue Mix
Revenue Mix Revenue Mix is skewed towards Equipment in term of proportion S$M Revenue 261.9 54.1 (21%) 118.7 (45%) 80.2 24.3 (30%) 89.1 37.0 (46%) (34%) 18.9 (24%) 1Q2021 1Q2022 Test & Automation Equipment Consumables Services Services comprise manufacturing, engineering and FSE revenue AEM | CONFID
Slide 8: A Robust Balance Sheet
A Robust Balance Sheet Sound capital structure – Debt/Equity ratio of 0.1X NAV per share increased mainly due to $41M profits earned for the quarter As at Mar-22 Dec-21 S$M S$M Highlights: Inventories 256.2 204.9 Trade and other receivables 208.9 127.9 Total Assets (+S$79.9M) Increased mainly from:
Slide 9: Thank You
Thank You Investor Relations Contact: Samir Mowla – samir.mowla@aem.com.sg Financial PR Pte Ltd Kamal SAMUEL / Chi-An CHANG Tel: 6438 2990 / Fax: 6438 0064 E-mail: kamal@financialpr.com.sg chi-an@financialpr.com.sg