Malaysian Pacific Industries Bhd. · MYX:MPI
Malaysian Pacific Industries Bhd — Q2 FY2019 Earnings Presentation
14 slides from Malaysian Pacific Industries Bhd's earnings presentation, February 2019
Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q2 FY19
Malaysian Pacific Industries Berhad Investors’ Briefing Q2 FY19 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation
Slide 2: Q2 FY19 Summary
Q2 FY19 SUMMARY Despite trade war, MPI grew 6% for the 1st half year in FY19 Vs FY18 REVENUE Sequential Revenue down by 6% (USD), 4% (RM) PAT & EPS Q2 PAT at RM 49.6M. Q2 FY19 EPS at 20.64c CASH Net cash increased to RM 677M vs RM 644M of Q1 FY19 SEGMENTS Automotive segment is strengthening; Automot
Slide 3: Half Year Analysis: MPI Revenue
HALF YEAR ANALYSIS MPI REVENUE 198 196.0 196 194 USD MIL 192 190 188 186 185.3 184 182 180 1st Half FY18 1st Half FY19
Slide 4: Revenue by Quarter
REVENUE BY QUARTER QUARTERLY REVENUE 105000 100,883 99,181 100000 94,782 95,131 95000 92,862 92,388 USD MIL 90,539 87,996 88,869 89,611 90000 85000 80000 75000 70000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 FY17 FY18 FY19 Differentiation Thru Innovation
Slide 5: MPI Group Results at a Glance
MPI GROUP RESULTS AT A GLANCE Q2 FY19 Q1 FY19 Q2 FY18 Q2 vs Q1 Q2 vs Q2 YTD FY19 YTD FY18 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 398.2 413.8 395.3 -4% 1% 811.9 782.9 4% PAT 49.6 53.3 48.8 -7% 2% 102.9 92.6 11% PATAMI 39.2 42.3 41.2 -7% -5% 81.5 77.4 5% EPS (sen) 20.64 22.25 21.69 -7% -
Slide 6: MPI Group – Revenue by Geographical Location of Customers
MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 23.3% YTD FY 2019 ASIA USA 23.7% YTD FY2018 15.9% YTD FY2019 60.8% YTD FY 2019 57.1% YTD FY2018 19.2% YTD FY2018 Differentiation Thru Innovation
Slide 7: Revenue by End User Market
REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q2 FY19 REVENUE BY END USER MARKET Q1 FY19 Other 1% Other 1% PC / PC / Notebook Notebook 9% 9% Automotive Automotive 32% 30% Consumer / Consumer / Communications Communications 33% 35% Industrial Industrial 25% 25% Differentiation Thru Innovation
Slide 8: MPI Group – Revenue by Operating Units
MPI GROUP – REVENUE BY OPERATING UNITS QUARTERLY REVENUE REVENUE BY OPERATING UNITS 110.000 Carsem Dynacraft 99,181 100,883 100.000 94,782 92,862 95,131 120% 90.000 100% 94% 95% 96% 96% 96% 80.000 70.000 80% USD MIL 60.000 60% 50.000 40.000 40% 30.000 20% 20.000 6% 5% 4% 4% 4% 10.000 0% Q2 Q3 Q4 Q1
Slide 9: MPI Group – Capex
MPI GROUP – CAPEX MPI EBITDA VS CAPEX MPI CAPEX EBITDA Capex Carsem Dynacraft 120 90 105 106 105 100 80 3.7 100 85 70 78 0.8 80 60 3.0 RM MIL 2.4 RM MIL 59 56 50 60 49 40 75 40 30 59 0.5 25 53 47 20 20 10 24 - - Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 FY2018 F2019 FY2018 F2019 Differentiation Thru Innovation
Slide 10: Share Holders' Value Creation & Group Funds
SHARE HOLDERS’ VALUE CREATION & GROUP FUNDS Net Cash generated continues to grow, 1H net cash up another RM100M RM MIL Differentiation Thru Innovation
Slide 11: Competitive Analysis – ROSF CY2018
COMPETITIVE ANALYSIS – ROSF CY2018 CY2017 ROSF CY2018 ROSF Differentiation Thru Innovation
Slide 12: MPI Strategy
MPI STRATEGY Portfolio Cost Downs Transformation Innovative Products Investments Weeded out low Anticipated the Introduced new products Invested in sensors, margin products coming situation and in key segments : power, automotive & started controlling Automotive (Sensors) industrial. costs Servers A
Slide 13: Summary
SUMMARY Despite trade war, MPI grew by 6% in 1st half year FY19 Vs 1st half year FY18 Increased net cash by RM104.6M in 6 Months (From June 2018 to Dec 2018) Q2 FY19 Vs Q2 FY18 remained flat at 95M$ Increasing automation to drive higher quality, Industrial 4.0 is implemented and in execution Trade w
Slide 14: Thank You!
THANK YOU! Differentiation Thru Innovation
Malaysian Pacific Industries Berhad — Q2 FY2019 Earnings Presentation on 6ix