Sime Darby Bhd. · MYX:SIME
Sime Darby Bhd — Q3 FY2026 Earnings Presentation
22 slides from Sime Darby Bhd's earnings presentation, May 25, 2026
Slide 1: Analyst Briefing for 9 Months and Q3 FY2026
Sime Darby Berhad Analyst Briefing for 9 Months and Q3 FY2026 ended 31 March 2026 25 May 2026
Slide 2: Group Financial Results
Group Financial Results
Slide 3: FY2026 Results: Reported Profit, 9 months
FY2026 Results Reported Profit: 9 months ended 31 March 2026 RM million 9M FY2026 9M FY2025 YoY % Revenue 52,757 52,303 0.9 PBIT 2,453 2,437 0.7 Finance income 76 80 Finance costs (389) (512) 24.0 Profit before tax 2,140 2,005 6.7 Taxation (449) (447) Profit from continuing operations 1,691 1,558 8.
Slide 4: FY2026 Results: Core Profit, 9 months
FY2026 Results Core Profit: 9 months ended 31 March 2026 RM million 9M FY2026 9M FY2025 YoY % Reported PBIT from continuing operations 2,453 2,437 0.7 Adjustments • Gain on disposal of Malaysian Vision Valley (“MVV”) land (434) (458) • Gain on other disposals (29) (67) • Forex loss on settlement of
Slide 5: FY2026 Results: Segmental PBIT, 9 months
FY2026 Results Segmental PBIT: 9 months ended 31 March 2026 9M FY2026 9M FY2025 RM million Reported Core PBIT PBIT Reported Reported YoY % YoY % Adjustments Core PBIT Adjustments Core PBIT PBIT PBIT Continuing operations Industrial 838 - 838 901 (18) 2 883 (7.0) (5.1) Motors 478 - 478 422 (49) 3 373
Slide 6: PBIT from continuing operations
PBIT from continuing operations Core PBIT increased by 4.5%, mainly due to higher contribution from Motors and UMW 9M FY2026 vs. 9M FY2025 RM million 2,453 2,437 (525) 455 Y T D 46 (20) P 105 B (45) I 1,998 T 1,912 9M FY25 One-off items 9M FY25 Industrial Motors UMW Corporate/ 9M FY26 One-off items
Slide 7: Q3 FY2026 Results: Reported Profit
Q3 FY2026 Results Reported Profit: Quarter ended 31 March 2026 RM million Q3 FY2026 Q3 FY2025 YoY % Revenue 15,752 16,313 (3 .4) PBIT 1,000 521 91.9 Finance income 22 24 Finance costs (123) (152) 19.1 Profit before tax 899 393 >100 .0 Taxation (178) (117) Profit after tax 721 276 >100.0 Non -control
Slide 8: Q3 FY2026 Results: Core Profit
Q3 FY2026 Results Core Profit: Quarter ended 31 March 2026 RM million Q3 FY2026 Q3 FY2025 YoY % Reported PBIT 1,000 521 91.9 Adjustments • Gain on disposal of Malaysian Vision Valley (“MVV”) land (434) - • Gain on disposal of Hyster operations in New Zealand - (26) • Forex gain on settlement of net
Slide 9: Q3 FY2026 Results: Segmental PBIT
Q3 FY2026 Results Segmental PBIT: Quarter ended 31 March 2026 Q3 FY2026 Q3 FY2025 Reported Core PBIT RM million PBIT Reported Reported YoY % YoY % Adjustments Core PBIT Adjustments Core PBIT PBIT PBIT Industrial 245 - 245 221 - 221 10.9 10.9 Motors 143 - 143 114 (26) 1 88 25.4 62.5 UMW 196 - 196 194
Slide 10: Q3 FY2026 Results: Snapshot of borrowings
Q3 FY2026 Results Snapshot of borrowings as at 31 March 2026 Long-Term vs Short-Term Debt RM23.5bn RM million Total Equity 10,389 2,030 8,778 (15.5%) RM2.5bn 1,862 Bank balances, deposits and cash 5,013 3,765 0.37x 470 409 Debt/Equity Ratio (Q3 FY2025 – 0.46x) 2,876 2,742 March 2025 March 2026 0.27x
Slide 11: Industrial Division
Industrial Division
Slide 12: Industrial Division
Industrial Division Equipment deliveries helped to moderate the impact of lower product support and rental contributions in Australia (4.2 )% (5.1)% Australasia 14,095 • Higher equipment deliveries mitigated lower product 13,505 838 883 support and rental contributions, reflecting deferred mining cu
Slide 13: Industrial Outlook
Industrial Outlook Order book remains stable supported by power systems demand across Asia AUSTRALASIA • Equipment deliveries remain steady to mining and construction 4,787 3,928 4,789 4,204 4,225 customers though order book is softer due to increased customer cautiousness, especially in mining. • M
Slide 14: Motors Division
Motors Division
Slide 15: Motors Division
Motors Division Higher revenue achieved in Malaysia and Singapore; Improved PBIT in Singapore and China 4.5% 28.2% Malaysia 27,033 • Higher revenue mainly from higher electric vehicle sales but 25,877 478 lower results from several retail & distribution units . 373 • Higher profit from modular assem
Slide 16: Motors Division: vehicle sales
Motors Division 10% higher vehicle sales compared with the previous corresponding period 106,166 28,932 Units Sold* Units Assembled Units sold (9M FY2025: 96,784) (9M FY2025: 25,070) by region * Includes cars sold on consignment MALAYSIA 24,621 • Vehicle sales increased by 28%, driven by higher EV s
Slide 17: Motors Performance and Outlook
Motors Performance and Outlook Exciting new models to drive sales BMW iX1 LWB MINI Cooper SE Paul Smith Edition BMW X3 30 The new Cayenne Electric (EV) Denza B5 Copyright © 2024 Sime Darby Berhad 17
Slide 18: UMW Division
UMW Division
Slide 19: UMW Division
UMW Division PBIT largely contributed by the automotive business; Turnaround in M&E (0.7) % Automotive 6.8% • The total industry volume in Malaysia registered a 12,182 12,271 726 680 decline in 1Q 2026 , mainly due to the double festive holidays in the quarter . Mar-26 • In line with the industry, b
Slide 20: Toyota sustains market leadership in the non-National segment
Toyota sustains market leadership in the non-National segment Toyota’s broader market offerings to drive sales A Market leadership maintained in 9MFY2026 B Newly launched models Toyota launched a slew of hybrid electric vehicles (HEVs) and battery electric vehicles (BEVs). These models could drive s
Slide 21: Perodua remains resilient with robust sales in 1Q2026
Perodua remains resilient with robust sales in 1Q2026 Sustained leadership supported by strong core models and favourable demand A Market leadership sustained B Volume model performance Perodua remained the No.1 automotive brand in Malaysia, Perodua Bezza, r m n m ng M y ’ top-selling with 74,233 un
Slide 22: Thank You
Thank You