Nanofilm Technologies International Ltd. · SGX:MZH
Nanofilm Technologies International — FY2025 Earnings Presentation
21 slides from Nanofilm Technologies International's earnings presentation, February 2026
Slide 1: FY2025 Results Announcement
NANOFILM TECHNOLOGIES INTERNATIONAL FY2025 Results Announcement February 2026
Slide 2: Important Notice
IMPORTANT NOTICE This presentation is for information purposes only and does not constitute or form part of an offer, invitation or solicitation of any offer to purchase or subscribe for any securities of Nanofilm Technologies International Limited (the “Company”) in Singapore or any other jurisdict
Slide 3: Management Panel
Management Panel Dr Shi Xu Mr Kay Lim Mr Gian Yi-Hsen Mr Ian Howe Executive Chairman and Group Chief Financial Officer Group Chief Strategy Officer Group Chief Commercial Officer Group Chief Executive Officer 2 |
Slide 4: Agenda
Agenda ▪ Overview ▪ Financial Highlights ▪ Outlook ▪ Q&A
Slide 5: Overview
1 | Overview Dr Shi Xu Executive Chairman and Group CEO
Slide 6: FY2025 Performance: Revenue achieved strong rebound; proposed dividend increase
FY2025 Performance: Revenue achieved strong rebound; proposed dividend increase on strong performance, improved outlook, and lower expected capex 1% 1% 7% 6% 7% FY2025 8% 2H2025 S$ 470m S$0.72 245m 137m as at 31 Dec 2025 per ordinary share(1) S$ S$ NET BOOK VALUE +20% YoY +13% YoY AMBU NFBU IEBU 85%
Slide 7: FY2025 Key Developments
FY2025 Key Developments Global Footprint $ ▪ China Expansion & Consolidation: Expanded factory-in-factory operations while consolidating production through site closures and integrations to improve efficiency and market access ▪ India & Vietnam: Advancing China Plus One strategy with ready productio
Slide 8: Financial Highlights
2 | Financial Highlights Mr Kay Lim Group CFO
Slide 9: FY2025 Revenue Performance
FY2025 Revenue Performance Growth led by consumer segment and recovery in the equipment business ▪ Group FY2025 revenue grew 20% YoY to S$244.6m (in S$m) o Strong growth in the AMBU consumer segment supported by new and 244.6 existing 3C customer programmes 30 0.0 o A robust recovery in the IEBU equ
Slide 10: Core Expenses Review
Core Expenses Review Focus on business expansion and operational efficiency, while maintaining disciplined cost control (in S$m) 37.0% 37.1% 36.2% ▪ FY2025 GPM decreased to 36.2%, down from 37.1% in FY2024, 25 0.0 40 .0% COS & GPM due to higher interim manpower costs to support new products 30 .0% 1
Slide 11: Investment in Technology & Innovation
Investment in Technology & Innovation Prioritise commercialisation while expanding pipeline for future applications R&D and Engineering Expenses (1) (in S$m) 60 .0 (2) 9.0% (2) (2) 10 .0% 50 .0 7.0% 7.1% 35 37 5.0 % 31 40 .0 30 .0 19.3 0.0 % 15.5 20.2 20 .0 -5.0% 17.5 10 .0 15.9 14.3 - -10.0 % FY202
Slide 12: PAT & EBITDA Review
PAT & EBITDA Review Profitability improved on higher sales and disciplined cost management (in S$m) 4.9% 40 .0 10 .0% 3.7% 1.5% ▪ Net profit (PAT) increased 58% YoY to S$11.9m, with 35 .0 5.0 % 30 .0 net margin improving to 4.9% (FY2024: 3.7%), 0.0 % 25 .0 reflecting stronger operational performance
Slide 13: Cash Generation
Cash Generation Stronger operating cash flow, supporting strategic capex and acquisition initiatives Total cash balance as at 31 December 2025 (in S$m) 16 0 49 46 14 0 Effects of exchange rate 12 0 10 0 21 6.2 0 80 110 60 40 85 20 0 Beginning cash balance Operating cash flow PPE Acquisitions & Finan
Slide 14: Outlook
3 | Outlook Dr Shi Xu Mr Ian Howe Mr Gian Yi-Hsen Executive Chairman Group CCO Group CSO and Group CEO
Slide 15: Business Outlook: AMBU
Business Outlook: AMBU Continue to build traction through strategic initiatives in consumer and industrial sectors ADVANCED MATERIALS – CONSUMER (“AMC”) (1): ▪ Expect to continue balanced growth across various segments and customers o Larger components, such as watch enclosures, which completed qual
Slide 16: Business Outlook: IEBU
Business Outlook: IEBU Positive momentum, with continued growth in key segments ▪ 2025 Performance, showing good recovery from the low of 2024 with revenues 50% higher YoY. Positive trend in photonics as well as new energy segments ▪ 2026 Outlook: Positive outlook and continued recovery / growth in
Slide 17: Business Outlook: NFBU
Business Outlook: NFBU Business development initiatives to drive incremental growth and diversify revenue streams ▪ 2025 Performance: Revenues flat YoY primarily due to end of life of legacy projects ▪ 2026 Outlook: o Target double-digit growth, primarily driven by new projects for 3C Health Sensing
Slide 18: Business Outlook: Sydrogen
Business Outlook: Sydrogen Continuing to advance strategic initiatives; regulatory support set to drive adoption ▪ Chinese market continues to develop, with hydrogen designated as strategic sector in China’s latest 5-year plan. The strategy incentivises market development for hydrogen production and
Slide 19: FY2026 Overall Outlook & Focus
FY2026 Overall Outlook & Focus Target higher revenue and higher profits by executing sales plan, raising product conversion, lowering capex and focused R&D spending STRATEGIC INITIATIVES KEY RESULT TARGETS Executing Sales Plan $ Enhancing Global Expansion & Business Development ▪ Target higher reven
Slide 20: Q&A
4 | Q&A
Slide 21: Thank You
THANK YOU
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