Malaysian Pacific Industries Bhd. · MYX:MPI

Malaysian Pacific Industries Bhd — Q1 FY2020 Earnings Presentation

11 slides from Malaysian Pacific Industries Bhd's earnings presentation, January 2021

  1. Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q1 FY20

    Malaysian Pacific Industries Berhad Investors’ Briefing Q1 FY20 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation

  2. Slide 2: Q1 FY20 Summary

    Q1 FY20 SUMMARY REVENUE Q1 Sequential Revenue Higher 7% in USD & RM, amidst tough times in semiconductor industry globally PAT & EPS Q1 PAT Higher at RM 43.4M Vs RM 35.7M of last quarter. EPS Higher too at 19.36c Vs 15.82c of Q4 FY19 CASH Net cash increased to RM 761M vs RM 713M of Q4 FY19 DIVIDEND

  3. Slide 3: MPI Group Results at a Glance

    MPI GROUP RESULTS AT A GLANCE Q1 FY20 Q4 FY19 Q1 FY19 Q1 vs Q4 Q1 vs Q1 YTD FY20 YTD FY19 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 369.1 345.9 413.8 7% -11% 369.1 413.8 -11% PAT 43.4 35.7 53.3 22% -19% 43.4 53.3 -19% PATAMI 36.8 30.1 42.3 22% -13% 36.8 42.3 -13% EPS (sen) 19.36 15.82 22.

  4. Slide 4: Revenue by Geographical Location of Customers

    MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 22.8% YTD FY 2020 ASIA USA 22.1% YTD FY2019 14.3% YTD FY2020 62.8% YTD FY 2020 61.1% YTD FY2019 16.7% YTD FY2019 Differentiation Thru Innovation

  5. Slide 5: Revenue by End User Market

    REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q1 FY20 REVENUE BY END USER MARKET Q4 FY19 Other 1% Other 1% PC / PC / Notebook Notebook 9% 9% Automotive Automotive 32% 32% Consumer / Consumer / Communications Communications 33% 33% Industrial Industrial 25% 25% Differentiation Thru Innovation

  6. Slide 6: MPI Group – Revenue

    MPI GROUP – REVENUE 110 TRADE WAR 101 100 95 Q2 Guidance 90 88 83 80 80 70 60 50 40 Q1 Q2 Q3 Q4 Q1 FY19 FY20 Differentiation Thru Innovation

  7. Slide 7: MPI Group – Capex

    MPI GROUP – CAPEX MPI EBITDA VS CAPEX MPI CAPEX EBITDA Capex Carsem Dynacraft 120 90 106 105 3.7 80 100 94 85 70 0.7 78 RM MIL 80 60 70 RM MIL 65 2.4 50 60 0.3 49 40 43 75 40 30 0.4 65 24 47 42 20 20 10 24 - - Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 F2019 FY2020 F2019 FY2020 Differentiation Thru Innovation

  8. Slide 8: Carsem Invests Over US$50M in One Year

    CARSEM INVESTS OVER US$50M IN ONE YEAR MEMS SENSORS Automotive Carsem has approved capex request of more than US$50M since Q3 FY19 M-SITE Huge Investments are being made for enhancing capacities in Ipoh as well RADIO as SZ factory FREQUENCY SUZHOU RF The expenditure is spread over few quarters endin

  9. Slide 9: MPI Shariah Status – Cash & Cash Equivalents

    MPI SHARIAH STATUS Cash & Cash Equivalents TYPE CASH ON HAND ISLAMIC ACCOUNTS/ CONVENTIONAL ACCOUNTS/ TOTAL INSTRUMENTS INSTRUMENTS (RM) (RM) (RM) (RM) Deposits with licensed N/A 505,450,000 116,107,000 621,557,000 banks Cash & bank balances - 2,588,000 89,241,000 91,829,000 Total - 508,038,000 205,

  10. Slide 10: Summary

    SUMMARY MPI continues to grow QoQ, Topline & Bottom line increase by 7% & 22% respectively against last quarter Sales Pipeline is strengthening and we are seeing a steady growth across regions Increasing automation to drive higher quality, Industrial 4.0 is implemented and in execution Carsem is inv

  11. Slide 11: Thank You!

    THANK YOU! Differentiation Thru Innovation

Malaysian Pacific Industries Berhad — Q1 FY2020 Earnings Presentation on 6ix