Qes Group Bhd · MYX:QES

Qes Group Bhd — Q3 2025 Earnings Presentation

25 slides from Qes Group Bhd's earnings presentation, Nov 19, 2025

  1. Slide 1: Investor Briefing Q3 2025

    INVESTOR BRIEFING Q3 2025 – 19 Nov 2025 www.qesnet.com © 2024 QES Group Berhad. All rights reserved.

  2. Slide 2: Disclaimer

    DISCLAIMER • This Presentation has been prepared by QES Group Berhad and is preliminary in nature and solely for information and discussion purposes and must not be relied upon for any other purpose. • The “Presentation” that follows shall mean and include the slides that follow, the oral presentati

  3. Slide 3: Company Overview - Corporate Structure

    COMPANY OVERVIEW - CORPORATE STRUCTURE DISTRIBUTION DIVISION MANUFACTURING DIVISION 100% 100% 100% 100% QES Intra Pacific QES (Asia-Pacific) QS Instruments QES Manufacturing Sdn. Bhd. Sdn. Bhd. Sdn. Bhd. Sdn. Bhd. 100% 87.7% QES (Thailand) Co., Ltd. QES Technology Philippines, Inc 100% 82.5% 100% 85

  4. Slide 4: Business Overview - Business Segments

    BUSINESS OVERVIEW - BUSINESS SEGMENTS Distribution Manufacturing Semiconductor Semiconductor Inspection, Test Materials & Analytical Inspection & Automated & Measurement Engineering Instruments Measuring Handling Equipment Solutions Equipment Equipment © 2025 QES Group Berhad. All rights reserved.

  5. Slide 5: Business Overview - Sector & Product Diversity

    BUSINESS OVERVIEW -SECTOR & PRODUCT DIVERSITY MANUFACTURING ❖ Diversified into 3 core sectors Core Business ❖ Counter cyclical DISTRIBUTION ❖ Spare parts and service provide strong recurring SPARE PARTS & SERVICE revenue ❖ Sustainable revenue growth Semiconductor Electrical & Electronics Automotive

  6. Slide 6: Financial Highlights - Quarterly Results QoQ and YoY

    FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS QoQ AND YoY For the period ended RM'mil Q3'25 Q2'25 QoQ% Sept'25 Sept'24 YoY% Revenue Distribution 59.7 68.8 -13.2% 170.9 160.5 6.5% - Product 42.2 50.1 -15.8% 117.0 101.8 14.9% - Materials 2.7 3.0 -10.0% 8.9 15.0 -40.7% - Spares & Service 14.8 15.7 -5.7% 45.

  7. Slide 7: Financial Highlights - Quarterly Results Comparison

    FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS COMPARISON In RM ‘mil For Period Ended Q3'25 vs Q3'25 vs Sept'25 vs Q3'25 Q3'24 Q2'25 Sept'25 Sept'24 Q3'24 Q2'25 Sept'24 Revenue 68.5 58.4 77.3 17.3% -11.4% 191.6 182.8 4.8% PATMI 3.7 1.2 4.4 208.3% -15.9% 9.1 10.1 -9.9% PATMI Margin 5.4% 2.1% 5.7% 4.7% 5.5%

  8. Slide 8: Financial Highlights - Quarterly Revenue and PBT Trend

    FINANCIAL HIGHLIGHTS – QUARTERLY REVENUE AND PBT TREND Quarterly Financial Highlights 2022 - 2025 Q3 20.0% 18.2% 86.8 18.0% 77.3 16.0% 72.0 73.0 14.5% 68.5 14.2% 66.9 68.0 14.0% 66.3 62.3 57.3 12.2% 58.4 12.0% 11.9% 56.4 11.9% 53.1 11.3% 54.2 10.1% 10.0% 45.8 8.0% 8.0% 7.7% 7.4% 6.3% 5.9% 6.0% 4.8%

  9. Slide 9: Financial Highlights - Annual Revenue and PATMI Trend

    FINANCIAL HIGHLIGHTS – ANNUAL REVENUE AND PATMI TREND Financial Highlights 300.0 2021 - 9M 2025 12.0% 264.4 269.5 250.0 240.7 10.0% 222.8 10.0% 8.5% 200.0 191.6 8.0% 7.7% 6.4% 150.0 6.0% 4.7% 100.0 4.0% 50.0 2.0% 26.4 19.0 18.5 17.3 9.1 - 0.0% 2021 2022 2023 2024 9M-2025 Revenue (RM'million) PATMI (

  10. Slide 10: Financial Highlights of FYE25 - 9M Cumulative Period

    FINANCIAL HIGHLIGHTS OF FYE25 – 9M CUMULATIVE PERIOD Revenue (RM Mil) Gross Profit (RM Mil) PATMI (RM Mil) PBT (RM Mil) 46.7 46.4 14.4 10.1 191.6 12.9 9.1 182.8 9M-2024 9M-2025 9M-2024 9M-2025 9M-2024 9M-2025 9M-2024 9M-2025 • The Group achieved its highest nine-month cumulative revenue mainly attri

  11. Slide 11: Financial Highlights - Cash & Cash Equivalents

    FINANCIAL HIGHLIGHTS – CASH & CASH EQUIVALENTS Cash and cash equivalents (RM'million) 87.7 79.4 80.7 77.6 70.9 2021 2022 2023 2024 9M-2025 © 2025 QES Group Berhad. All rights reserved.

  12. Slide 12: Financial Highlights - Gearing Ratio

    FINANCIAL HIGHLIGHTS – GEARING RATIO 200 0.40 189.3 190 184.1 180 174.1 0.35 170 159.0 0.35 160 150 0.30 140 135.7 0.30 130 0.25 120 110 RM' million 100 0.20 0.21 0.21 90 80 0.15 70 0.16 66.1 60 55.5 50 0.10 40 36.5 28.3 25.0 30 0.05 20 10 0 - 2021 2022 2023 2024 9M-2025 Total debts (RM'million) Sha

  13. Slide 13: Financial Highlights - Other Ratios

    FINANCIAL HIGHLIGHTS – OTHER RATIOS Earnings before Interest, Taxes, Depreciation and Profit attributable to Owners of the Company Amortisation (RM'million) (RM'million) 39.3 26.4 34.3 32.0 29.0 19.0 18.5 17.3 21.0 9.1 2021 2022 2023 2024 9M-2025 2021 2022 2023 2024 9M-2025 Basic Earnings per Share

  14. Slide 14: Analysis: Revenue Breakdown - By Country/Region

    ANALYSIS: REVENUE BREAKDOWN – BY COUNTRY/REGION 6.1% 4.3% 4.5% 8.5% 9.0% 45.8% 50.2% 47.6% 53.3% 59.7% 49.9% 41.3% 43.4% 40.6% 35.8% 2021 2022 2023 2024 9M-2025 Malaysia ASEAN Others © 2025 QES Group Berhad. All rights reserved.

  15. Slide 15: Analysis: Revenue Breakdown - By Division

    ANALYSIS: REVENUE BREAKDOWN – BY DIVISION 11.4% 13.5% 10.8% 13.9% 15.7% 21.1% 23.5% 19.3% 25.5% 21.8% 67.5% 66.8% 65.7% 61.0% 62.5% 2021 2022 2023 2024 9M-2025 Distribution Division - Product Distribution Distribution Division - Services & Supply of Spare Parts Manufacturing Division © 2025 QES Grou

  16. Slide 16: Analysis: Revenue Breakdown - By Industry

    ANALYSIS: REVENUE BREAKDOWN – BY INDUSTRY 9.3% 11.2% 11.5% 14.5% 13.2% 17.6% 16.9% 18.0% 18.0% 20.0% 21.9% 22.1% 28.8% 20.3% 35.9% 51.2% 45.2% 46.7% 43.1% 34.6% 2021 2022 2023 2024 9M-2025 Semicon Automotive E&E Others © 2025 QES Group Berhad. All rights reserved.

  17. Slide 17: Sustainable Through Global Uncertainties

    SUSTAINABLE THROUGH GLOBAL UNCERTAINTIES DIVERSE MARKET SEGMENTS & GEOGRAPHICAL SPREAD STRONG FINANCIALS PRODUCTS • > 30 years of being a one stop specialist in • Extensive subsidiaries network in ASEAN region. • Cash and cash equivalents of > RM 87.7 million as manufacturing, distribution and servi

  18. Slide 18: Corporate Updates

    CORPORATE UPDATES Event Planned activities and updates ❖ Manufacturing operations to be gradually ramped up over the next 6~9 months with the current slow down QES @ Batu Kawan ❖ Allocating and finalising space for potential China collaboration projects ❖ Organized a blood donation drive at our HQ o

  19. Slide 19: Semiconductor Market Outlook

    SEMICONDUCTOR MARKET OUTLOOK © 2025 QES Group Berhad. All rights reserved.

  20. Slide 20: Semiconductor Market Outlook

    SEMICONDUCTOR MARKET OUTLOOK © 2025 QES Group Berhad. All rights reserved.

  21. Slide 21: Semiconductor Market Outlook

    SEMICONDUCTOR MARKET OUTLOOK © 2025 QES Group Berhad. All rights reserved.

  22. Slide 22: ESG Targets and Action Plans - Environmental

    ESG TARGETS AND ACTION PLANS Environmental Environmental ❖ QES promoting WEEE/ROHS analytical equipment to ❖ QES promoting WEEE/ROHS analytical equipment to check and check and monitor hazardous elements (lead, mercury, monitor hazardous elements (lead, mercury, cadmium etc) coming 237 metric tons 9

  23. Slide 23: Harnessing Solar Power for a Sustainable Tomorrow

    HARNESSING SOLAR POWER FOR A SUSTAINABLE TOMORROW The PV System size in place is 233.2kWp with an expected output of 302,011kWh per year. With these solar panels in place, we are looking to offset 237 tonnes of carbon dioxide, which is also saving the equivalent of:- Our solar journey showcases our

  24. Slide 24: ESG Targets and Action Plans - Social Governance

    ESG TARGETS AND ACTION PLANS Social Governance ❖ Appropriate checks and balance via separate roles and functions of Chairman and Managing Director / ❖ Gender and racial diversity within employees. President. Approximately 30% female; 70% male employee in the entire Group. ❖ Strong oversight and acco

  25. Slide 25: The End - Thank You

    THE END QES Group Berhad THANK YOU No 2, Jalan Jururancang U1/21, HICOM Glenmarie Industrial Park, Seksyen U1, 40150 Shah Alam, Selangor, Tel: (603) 5882 6668 Malaysia​​ Fax: (603) 5567 0811 www.qesnet.com Email: investor.relations@qesnet.com © 2024 QES Group Berhad. All rights reserved.

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