Asia Strategic Holdings Limited · LSE:ASIA
Asia Strategic — Investor Presentation (April 2026)
20 slides from Asia Strategic's investor presentation, April 2026
Slide 1: A Leading Developer and Operator of Consumer Businesses in Emerging Asia
A LEADING DEVELOPER AND OPERATOR OF CONSUMER BUSINESSES IN EMERGING ASIA
Slide 2: Disclaimer
DISCLAIMER This document has been prepared by and is the sole responsibility of the directors (the "Directors") of Asia Strategic Holdings Ltd. (the “Company"). The information in this document is still in draft form and has not been legally verified. This document is not an admission document or pr
Slide 3: A Purpose Driven Organization
A PURPOSE DRIVEN ORGANIZATION IMPACT AND GROWTH AT SCALE IN EMERGING ASIA KEY ACHIEVEMENTS AT A GLANCE (ASIA:LSE) – FY25 “To empower communities in PURPOSE Emerging Asia” $32m+ 10,400+ 35 4 Revenue FY25 Students Schools Cities “To create economic development and upward social mobility for VISION com
Slide 4: A Focused Portfolio of Tech-Enabled Businesses
A FOCUSED PORTFOLIO OF TECH-ENABLED BUSINESSES DISCIPLINED DIVERSIFICATION, BOOSTING RESILIENCE AND OFFSETTING VOLATILITY FY25 Revenue ($32.1m) – Breakdown by Division, Country and Currency USD Services Vietnam 14% 22% 24% VND 24% 62% MMK 78% 76% Education Myanmar Note: MMK = Myanmar Kyat, VND = Vie
Slide 5: Why Asia Strategic Holdings
WHY ASIA STRATEGIC HOLDINGS HEALTHY MACROECONOMIC FUNDAMENTALS, SOLID BUSINESS FOUNDATIONS AND SCALABLE CAPABILITIES MACRO DRIVERS FAVOURABLE MACROECONOMIC TRENDS: FUELED BY ASEAN’S INCREASING GEOPOLITICAL RELEVANCE AND GROWTH ECONOMIC CONVERGENCE: ACCELERATED BY A GROWING MIDDLE-CLASS AND DEVELOPIN
Slide 6: Favourable Macroeconomic Trends
FAVOURABLE MACROECONOMIC TRENDS FUELED BY ASEAN’S INCREASING GEOPOLITICAL RELEVANCE AND GROWTH ASEAN1 GDP at Current Prices, 2025 vs 2028F ASEAN Population, 2025 vs 2028F CAGR: +9% CAGR: +1% ASEAN ASEAN ASEAN ASEAN $4 trillion $5 trillion 693m 707m 2025 2028F 2025 2028F 5th largest economy2 5th larg
Slide 7: Favourable Macroeconomic Trends: Vietnam and Myanmar
FAVOURABLE MACROECONOMIC TRENDS FOCUS ON VIETNAM AND MYANMAR: STRONG DEMOGRAPHICS AND STRATEGIC VALUE Vietnam Myanmar Key Macro Themes Emerging tech and manufacturing hub between U.S and China Resource-rich link between India and China GDP Growth % (2025) 6% (3%) Trailing Five-Year GDP Average Growt
Slide 8: Economic Convergence
ECONOMIC CONVERGENCE ACCELERATED BY A GROWING MIDDLE CLASS AND DEVELOPING STANDARDS ASEAN Number of Households1 (m) by Disposable Income Band, 2021 – 2030F Human Development Index (HDI2) of ASEAN countries, 2020 - 2023 ASEAN Global Myanmar Vietnam 195 185 0.76 0.77 173 0.76 0.75 0.76 11% 22% >$25k 0
Slide 9: Leveraged Synergies
LEVERAGED SYNERGIES REGIONAL EXPANSION OPPORTUNITIES UNDERPINNED BY AN INTEGRATED ASEAN ASEAN’s FDI Inflows and Percentage of Global Inflows, 2017 – 2024 Population of ASEAN (m), 2025 Economic Corridors4 % of Global Inflows FDI inflows, $b CAGR: 8% 703 742 224 225 13% 144 16% 15% 113 11% 13% 14% 9%
Slide 10: Demonstrated Growth Track Record
DEMONSTRATED GROWTH TRACK RECORD RESILIENT PERFORMANCES ACROSS ECONOMIC CYCLES, COVID AND POLITICAL INSTABILITY Revenue from Education, $m Revenue from Services, $m 32.1 29.7 7.1 24.1 7.0 CAGR: +45% 5.3 17.9 15.0 5.8 5.7 25.0 22.7 7.4 18.7 5.1 12.1 4.0 9.3 2.3 4.1 1.5 0.8 1.1 3.4 FY181 FY191 FY201 F
Slide 11: Established Foundational Portfolio: Focus on Education
ESTABLISHED FOUNDATIONAL PORTFOLIO: FOCUS ON EDUCATION ENABLING AN AGGRESSIVE ORGANIC GROWTH STRATEGY Comprehensive Education Portfolio Number of Students Number of Schools Vietnam Vietnam Age Formal Education Non-formal Education Myanmar Myanmar # of students entirely studying online CAGR: +8% CAGR
Slide 12: Established Foundational Portfolio: Focus on Services
ESTABLISHED FOUNDATIONAL PORTFOLIO: FOCUS ON SERVICES ENABLING AN AGGRESSIVE ORGANIC GROWTH STRATEGY Broad Product Portfolio Geographical Coverage (FY25) FY25 Revenue Breakdown By Sector Consumer Services 17% Protection of Assets Multilateral Relations Industrial & Energy 13% 42% & Development (Emba
Slide 13: Dual Growth Engine
DUAL GROWTH ENGINE ORGANIC AND ACQUISITIVE COMPOUNDING CAPABILITIES GEOGRAPHIC AND SECTORAL EXPANSION TECH-ENABLED, RESILIENT AND EXPERIENCED EXECUTION TEAM DIVERSIFIED BUSINESS MODELS WITH M&A TRACK RECORD ORGANIC EXPANSION + DISCIPLINED ACQUISTION ABILITY TO SOURCE AND CLOSE ATTRACTIVE UNIT ECONOM
Slide 14: Aligned and Motivated Leadership Team
ALIGNED AND MOTIVATED LEADERSHIP TEAM DEEP MARKET KNOWLEDGE SUPPORTED BY INVESTMENT & OPERATIONAL CAPABILITIES Enrico Cesenni, OSI Jonathan Kolb, CFA, CPA Chief Executive Officer & Founder Chief Financial Officer (Italian, In-Countries) (American, Vietnam based) • 20+ years of experience in deal-sou
Slide 15: Accountability and Transparency
ACCOUNTABILITY AND TRANSPARENCY ALIGNMENT OF MANAGEMENT AND SHAREHOLDERS THROUGH LISTING ON THE LSE • Listed on the Main Market of the London Stock Exchange, in the Equity Shares (Transition) FCA category Accountability • Compliant with the applicable Listing Rules • BDO London as principal auditor
Slide 16: Experienced and Independent Board
ACCOUNTABILITY AND TRANSPARENCY EXPERIENCED AND INDEPENDENT BOARD WITH DECADES OF EXPERIENCE IN EMERGING ASIA Richard Greer Ranieri Sabatucci Enrico Cesenni, OSI Jonathan Kolb, CFA, CPA Non-Executive Chairman Non-Executive Director Chief Executive Officer & Founder Chief Financial Officer (British,
Slide 17: Impact, Sustainability and Diversity at Scale
IMPACT, SUSTAINABILITY AND DIVERSITY AT SCALE MEASURABLE COMMITMENT TO DEVELOP AND EMPOWER LOCAL TALENT AND COMMUNITIES 2,700+ Jobs for local employees 97% 67% Local Female workforce workforce participation participation Source: Asia Strategic Holdings Interim and Annual Reports. 17
Slide 18: Appendix: Key Events and Milestones
APPENDIX: KEY EVENTS AND MILESTONES DEVELOPED 7 BRANDS IN 2 COUNTRIES OVER 12 YEARS 2013 2017 2019 2022 2024 Founding of ASIA Listed on London Stock Exchange Vietnam & Vietnam Beginning of Myanmar Myanmar Myanmar Myanmar Operations 2014 2018 2020 2023 Beginning of Vietnam Operations Myanmar Vietnam
Slide 19: Appendix: Group Structure
APPENDIX: GROUP STRUCTURE HOLDING COMPANIES WITH DEDICATED SUBSIDIARIES FOR EACH BRAND / COUNTRY Asia Strategic Holdings Ltd. (SG) 100% 100% 100% 100% 100% 100% 100% 100% MS English 2 AS English 3 AS Coding 2 MS Exera MS English MS Leisure MS Auston AS Coding 1 Pte. Ltd. Pte. Ltd. Pte. Ltd. Pte. Ltd
Slide 20: Appendix: Group Key Financials and Indicators
APPENDIX: GROUP KEY FINANCIALS AND INDICATORS CONSISTENT DOUBLE-DIGIT GROWTH IN BOTH REVENUE AND GROSS PROFIT FY21 FY22 FY23 FY24 FY25 $ Audited Audited Audited Audited Audited KEY FINANCIAL INDICATORS Revenue 14,986,037 17,906,874 24,054,547 29,674,015 32,102,067 YOY Revenue growth 48% 19% 34% 23%
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