Yoma Strategic Holdings Ltd. · SGX:Z59
Yoma Strategic — Shareholder Meeting (July 2019)
18 slides from Yoma Strategic's shareholder meeting presentation, Jul 24, 2019
Slide 1: FY2019 Annual General Meeting
. FY2019 Annual General Meeting 24 July 2019
Slide 2: Executive Chairman's Address
EXECUTIVE CHAIRMAN’S ADDRESS Mr. Serge Pun
Slide 3: Myanmar Economic Outlook
Myanmar Economic Outlook ▪ ADB forecasts 6.6% for fiscal 2019 and 6.8% for fiscal 2020 ▪ Pro-business reforms are expected to provide better framework for FDI ▪ Myanmar to benefit from China’s Belt & Road Initiative ▪ Smooth and stable General Election will ensure continued or faster pace of reform
Slide 4: Maintaining Fundamentals
Maintaining Fundamentals Investor Satisfaction • Shareholder engagement Investor • Corporate governance Satisfaction Mission BUILD A BETTER Customer Satisfaction Customer Satisfaction and MYANMAR FOR • Understand the changing Vision ITS PEOPLE needs of the Myanmar Employee consumer Satisfaction Empl
Slide 5: CEO's Presentation
CEO’S PRESENTATION Mr. Melvyn Pun
Slide 6: FY2019 Financial Highlights
FY2019 Financial Highlights Driven by continued growth at Yoma Financial Services and Yoma F&B as well as positive momentum at Yoma Land “ US$42 million Net Profit In 2019, performance reflects Yoma Strategic’s US$95 continued advancement million Core Operating towards its 2020 strategy to EBITDA Re
Slide 7: Transformation Over the Last Five Years
Transformation Over the Last Five Years Strengthened our business profile and improved our earnings drivers Non-Real Real Estate Estate Services Yoma Motors, 2% 2% 23% Real Estate Non-Real Estate Development, businesses contributed 32% 44% of revenue whereas Yoma FY2019 Real Estate Development and S
Slide 8: Business Segments
Business Segments Many of our Non-Real Estate businesses are now coming out of their incubation phases with improving EBITDA performances Yoma Land Yoma Land Yoma Financial Yoma Motors Yoma F&B (Development) (Services) Services 32% 24% 15% 6% 23% Revenue: Revenue: Revenue: Revenue: Revenue: US$31.8
Slide 9: Progress through business cycle
Progress through business cycle Continues to be well-poised to capture new business opportunities in Myanmar More than IRR of 3X multiple of investment >50% Reflects post money Disposed of 12.5% for implied valuation of US$35.0 million US$133 million Investment grew to in December 2016 Tokyo Century
Slide 10: Scaling Up Our Presence
@ Yom Land @ oma Fee @ Yoma Motors @ Yoma Financial Services Presence in Cities YANGON REGION BAGO REGION MANDALAY REGION es 03 ee AYERYARWADY REGION 7 MON STATE 2 6 MAGWAY REGION KACHIN STATE KAYIN STATE of eo SAGAING REGION KAYAH STATE e362 On o SHAN STATE RAKHINE STATE Ca ER TANINTHAYI REGION CHI
Slide 11: Yoma Land
Yoma Land Strengthening F&B Build sustainable avenues of revenue Broaden product offering Launch of City Loft, an affordable mass market housing division to drive sales volume 72 stores Optimising large land bank Existing land bank in Pun Hlaing Estate and Star City is sufficient for 10+ years of de
Slide 12: Yoma F&B
Yoma F&B Strengthening Strengthened bottling and F&B Pernod Ricard introduced Seagram distribution and logistics platform Launched two new whiskeys under the Seagram’s brand umbrella and improved its bottling facilities and operations 72 stores Partnership with SF Express KOSPA forms joint venture w
Slide 13: Yoma F&B: Number of Restaurants
Yoma F&B Number of Restaurants Strengthening F&B Myanmar’s largest F&B operator with four international and 72 domestic brands stores 32 stores 72 22 stores stores Mar 2017 FY2017 Mar 2018 FY2018 Mar 2019 FY2019 • Revenue was exclusively from KFC business • KFC rapidly built up its nationwide presen
Slide 14: Yoma Financial Services
Yoma Financial Wave Money’s revenue grew 4X and turned profitable in September 2018 Strengthening Services F&B Wave Money recorded strong growth 72 stores 32 stores ▪ Continues to grow and maintain the profitability of its FY2018 FY2019 money transfer business ▪ Expands its footprint into the mobile
Slide 15: Yoma Financial Services: Partnership with Tokyo Century
Yoma Financial Partnership with Tokyo Century Services Tokyo Century, one of the Japan’s largest leasing companies Driving long term value for Yoma Fleet invested US$26.6 million for a 20% stake Partnership with Caterpillar Partnership with MSP CAT, the exclusive distributor for 72 Caterpillar heavy
Slide 16: Yoma Motors
Yoma Motors Strengthening F&B Positioning for longer term opportunities Heavy Equipment New Holland remains one of the top three brands in Myanmar. In FY2019 sales were affected by heavy monsoon 72 stores Passenger and Commercial Vehicles First Volkswagen showrooms in Yangon and Mandalay became full
Slide 17: Next Step Forward
Next Step Forward Drive profitability and operational excellence in our businesses Continue to seek strategic partnerships to accelerate growth Streamline and monetise some of our non-core assets to fund growth Maintain healthy balance sheet
Slide 18: Build a Better Myanmar for Its People
BUILD A BETTER MYANMAR FOR ITS PEOPLE INNOVATION I TEAMWORK I RESPECT I INTEGRITY
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