Vantris Energy Bhd · MYX:VANTNRG
Vantris Energy Bhd — Q3 FY26 Earnings Presentation
18 slides from Vantris Energy Bhd's earnings presentation, Dec 11, 2025
Slide 1: Q3 FY26 Analyst Briefing Pack
Q3 FY26 Analyst Briefing Pack Vantris Energy Berhad | 11 December 2025 vantrisenergy.com
Slide 2: Content
Q3 FY26 Content Analyst 01 Q3 FY26 Financial Performance Briefing Pack 02 Business Updates 03 Restructuring Update 2
Slide 3: Disclaimer
Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding our financial position, financial estimates, business strategies, prospects, plans and objectives f
Slide 4: Q3 FY26 Financial Performance
01 Q3 FY26 Financial Performance Q3 FY26 Investor Relations Pack
Slide 5: PATAMI surges to RM4.3 billion but weak E&C performance pushes Q3 FY26 into LBITDA
PATAMI surges to RM4.3 billion but weak E&C performance pushes Q3 FY26 into LBITDA Amounts in million Q3 Q2 Q2 Q3Q2 YTD YTD Amounts in RM RM million FY26 FY26 FY26 FY25 FY25 FY26 FY25 Key highlights: ▪ Revenue decline by 11% compared to Q3 Revenue 983 1,064 1,132 2,848 3,517 FY25. Mainly driven by E
Slide 6: E&C losses in Africa and Middle East offset EBITDA gains from Drilling & O&M
E&C losses in Africa and Middle East offset EBITDA gains from Drilling & O&M Q3 FY26 LBITDA recorded RM150mn mainly from: Q3 Q2 Q3 YTD YTD Q3 Q2 Q3 YTD YTD Amounts in RM million FY26 FY26 FY25 FY26 FY25 FY26 FY26 FY25 FY26 FY25 • E&C – Additional losses % Margin from a project in Africa Revenue 983
Slide 7: Group Bid Book and Order Book
Group Bid Book and Order Book Focus remain in Asia Pacific region with 85% of Order Book in the region Western Hemisphere Eastern Hemisphere RM6.3bn Order book insights 24% 29% E&C Division Drilling O&M Amounts in RM billion 47% 28.9 12% RM3.4 bn 88% RM25.5 bn 25% Total bids 43% FY26 6.3 15% 85% Rec
Slide 8: 2025 peak is behind. Multiple pipeline projects to support order growth
2025 peak is behind. Multiple pipeline projects to support order growth in the future YTD Q3 FY22 FY23 FY24 FY25 FY26 Order Book* 6.6bn 5.6bn 6.6bn 8.5bn 6.3bn Engineering & 4.5bn 3.5bn 3.2bn 2.5bn 1.8bn Construction (68%) (63%) (49%) (30%) (29%) Operations & 0.5bn 0.1bn 1.7bn 1.8bn 1.5bn Maintenanc
Slide 9: Business Updates
02 Business Updates Q3 FY26 Investor Relations Pack
Slide 10: Business Updates | E&C
Business Updates | E&C E&C is on its journey towards recovery, continued delivery despite challenges Keys to Turnaround Nil 13 Nil Completed Ongoing New Awarded • Discipline to de-risk its order book and sharpen Project Projects Projects its focus on opportunities in the Asia Pacific region. Contrac
Slide 11: Business Updates | E&C - Brazil
Business Updates | E&C - Brazil Brazil operations continue to deliver stronger earnings Vessel Utilisation Q3 FY26 Q2 FY26 Q3 FY25 Key Highlights Rate (%) ▪ Seagems a strong contributor to E&C segment. ▪ Q3 FY26 Share of profit RM130mn (Q3 FY25: Diamante 98.3% 94.7% 94.9% RM62mn) – due to higher uti
Slide 12: Business Updates | O&M
Business Updates | O&M The O&M segment maintained steady performance Hook Up & Geosciences Technology & Subsea Commissioning & OSV Services 8 Nil 2 5 16 8 Ongoing Completed Ongoing Completed Ongoing Completed Projects Project Projects Projects projects Projects ▪ Ongoing projects : PM MCM ▪ Ongoing
Slide 13: Business Updates | Drilling
Business Updates | Drilling Drilling segment maintain healthy outlook and stable demand for its rigs charter. YTD Technical Utilisation Rigs Client Location Operational Performance Rig activity Trend # of active rigs in the quarter Alliance PCSB Malaysia 99.96% Berani PCSB Malaysia 98.86% Off-contra
Slide 14: Post Restructuring Update
03 Post Restructuring Update Q3 FY26 Investor Relations Pack
Slide 15: Restructuring Has Delivered A Sustainable And Stronger Financial Position
VTEB’s Timely Restructuring Has Delivered A Sustainable And Stronger Financial Position Total Liabilities Net Debt (RM’mn) (RM’mn) 2% 1% 6% 17% 4% 5% 49% (15,991) (18,197) 72% (15,610) (18,008) (10,040) (10,430) (10,978) (10,367) (9,159) (2,921) FY22 FY23 FY24 FY25* Q3FY26 FY22 FY23 FY24 FY25* Q3FY2
Slide 16: Q&A
Q&A Q3 FY26 | Analyst Briefing Session
Slide 17: Thank You
Thank You
Slide 18: Vantris Energy Berhad contact details
Vantris Energy Berhad [Reg No: 201101022755] (formerly known as Sapura Energy Berhad) Level 4, 201-A Menara PNB, Jalan Tun Razak 50400 Kuala Lumpur, Malaysia www.vantrisenergy.com
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