Vantris Energy Bhd · MYX:VANTNRG
Vantris Energy Bhd — Q4 FY2026 Earnings Presentation
19 slides from Vantris Energy Bhd's earnings presentation, Mar 30, 2026
Slide 1: Q4 FY26 Analyst Briefing Pack
Q4 FY26 Analyst Briefing Pack Vantris Energy Berhad | 30 March 2026 vantrisenergy.com
Slide 2: Q4 FY26 Content
Q4 FY26 Content Analyst 01 Q4 FY26 Financial Performance Briefing Pack 02 Business Updates 03 Post 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: Q4 FY26 Financial Performance
01 Q4 FY26 Financial Performance Q4 FY26 Investor Relations Pack
Slide 5: PATAMI of RM3.7b for FY26 mainly driven by debt forgiveness in Q3 FY26
PATAMI of RM3.7b for FY26 mainly driven by debt forgiveness in Q3 FY26. Stronger EBITDA in Q4 FY26 coming from narrowing losses in Angola, improved cost efficiency and stronger Drilling performance Amounts in Q4 Q2 Q3 Q4 Q2 Key highlights: Amounts RM million in RM million FY26 FY25 FY26 FY26 FY26 FY
Slide 6: Positive Q4 FY26 EBITDA from stronger Drilling performance and improved cost efficiency
Positive Q4 FY26 EBITDA from stronger Drilling performance, improved cost efficiency in E&C and O&M and narrowing loss from project in Angola Q4 Q3 Q4 YTD YTD Q4FY26 EBITDA recorded RM136mn mainly from: Amounts in RM million FY26 FY26 FY25 FY26 FY25 • Drilling – increase in EBITDA due to higher Reve
Slide 7: Group Bid Book and Order Book
Group Bid Book and Order Book Focus remain in Asia Pacific region with 93% of Order Book Western Hemisphere Eastern Hemisphere RM6.7bn Order book insights 20% E&C 41% Division Drilling O&M 39% Amounts in RM billion 25.9 13% RM3.3 bn 87% RM22.6 bn Total bids 36% 40% FY27 Recognition 6.7 FY28 7% 93% b
Slide 8: Replenishing orderbook with a balanced risk and margin profile remains a priority
Replenishing orderbook with a balanced risk and margin profile remains a priority moving forward FY22 FY23 FY24 FY25 FY26 Order Book* 6.6bn 5.6bn 6.6bn 8.5bn 6.7bn Engineering & 4.5bn 3.5bn 3.2bn 2.5bn 2.8bn Construction (68%) (63%) (49%) (30%) (41%) Operations & 0.5bn 0.1bn 1.7bn 1.8bn 1.3bn Mainte
Slide 9: Business Updates
02 Business Updates Q4 FY26 Investor Relations Pack
Slide 10: Business Updates | E&C
Business Updates | E&C Transitioning towards a more balanced risk and margin profile contracts, focusing in Asia Pacific 6 10 2 Keys to Turnaround Completed Ongoing New Awarded Project Projects Projects • Discipline to de-risk its order book and sharpen its focus on opportunities in the Asia Pacific
Slide 11: Business Updates | E&C - Brazil
Business Updates | E&C - Brazil Brazil operations continue to deliver strong performance in FY26 Vessel Utilisation Q4 FY26 Q3 FY26 Q4 FY25 Rate (%) Key Highlights ▪ Seagems is a strong contributor to E&C segment. Diamante 99.5% 98.3% 96.2% ▪ Q4 FY26 Share of profit RM129mn (Q4 FY25: RM115mn) – due
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 7 2 2 1 10 16 Ongoing Completed Ongoing Completed Ongoing Completed Projects Project Projects Projects projects Projects ▪ Ongoing projects : ▪ Ongoing vessels
Slide 13: Business Updates | Drilling
Business Updates | Drilling Drilling segment maintains a healthy outlook and stable demand for its rigs charter. Expected to continue delivering stronger performance. Technical Utilisation Rigs Client Location Operational Performance Rig activity Trend # of active rigs in the quarter Alliance PCSB M
Slide 14: Post Restructuring Update
03 Post Restructuring Update Q4 FY26 Investor Relations Pack
Slide 15: Financial restructuring provides a firm footing as group focuses on operational recovery
Financial restructuring provides VTEB's with a firm footing as group focuses on operational recovery (LBITDA)/EBITDA by Quarter Cash Balance (RM’mn) (RM’mn) 4,628 >100% 47 >100% Restricted cash 2,048 136 >100% 51% Unrestricted cash 2,247 (150) (275) >100% 71% 1,454 1,748 18% 850 2,580 718 1,275 442
Slide 16: Our Journey thus far and path to exit PN17 status
Our Journey thus far and path to exit PN17 status ACHIEVED OUR FOCUS FY27 26 Sep 2025 Exit PN17 Q2 FY26 Restructuring Effective Date ▪ Requirement: Q1 FY26 Two Regularisation Plan ▪ Court Order for share FY25 capital reduction consecutive ▪ Subscription Agreement quarters of net Court Convened Meeti
Slide 17: Q&A Q4 FY26 | Analyst Briefing Session
Q&A Q4 FY26 | Analyst Briefing Session
Slide 18: Thank You
Thank You
Slide 19: 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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