Qes Group Bhd · MYX:QES

Qes Group Bhd — Q1 2026 Earnings Presentation

23 slides from Qes Group Bhd's earnings presentation, May 25, 2026

  1. Slide 1: Investor Briefing Q1 2026

    INVESTOR BRIEFING Q1 2026 – 25 MAY 2026 www.qesnet.com © 2026 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 VALUE ENGINEERING DIVISION* MANUFACTURING DIVISION *formerly known as Distribution 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

  4. Slide 4: Business Overview - Business Segments

    BUSINESS OVERVIEW - BUSINESS SEGMENTS Value Engineering Manufacturing Inspection, Test Materials & Semiconductor Semiconductor Med Tech Analytical Inspection & Automated Automated & Measurement Engineering Instruments Measuring Handling Inspection Equipment Solutions Equipment Equipment Equipment ©

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

    BUSINESS OVERVIEW -SECTOR & PRODUCT DIVERSITY ❖ Diversified into 4 core sectors MANUFACTURING ❖ Counter cyclical Core Business VALUE ENGINEERING ❖ Spare parts and service provide strong recurring revenue SPARE PARTS & SERVICE ❖ Sustainable revenue growth Semiconductor MedTech E&E Automotive Others K

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

    FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS QoQ AND YoY For the period ended RM'million Q1'26 Q4'25 QoQ% Mar'26 Mar'25 YoY% Revenue Value engineering 51.2 65.3 -21.6% 51.2 42.4 20.8% • Products - Equipment 35.8 45.5 -21.3% 35.8 24.7 44.9% - Materials 1.9 3.1 -38.7% 1.9 3.2 -40.6% • Services & Parts 13.

  7. Slide 7: Financial Highlights - Quarterly Results Comparison

    FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS COMPARISON In RM ‘mil For Period Ended Q1'26 vs Q1'26 vs Mar'26 vs Q1'26 Q1'25 Q4'25 Mar'26 Mar'25 Q1'25 Q4'25 Mar'25 Revenue 58.3 45.8 75.2 27.3% -22.5% 58.3 45.8 27.3% PATMI 3.7 0.9 7.3 311.1% -49.3% 3.7 0.9 311.1% PATMI Margin 6.3% 2.0% 9.7% 6.3% 2.0% EBIT

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

    FINANCIAL HIGHLIGHTS – QUARTERLY REVENUE AND PBT TREND Quarterly Financial Highlights 2023 - 2026 Q1 16.0% 14.5% 86.8 14.0% 77.3 75.2 12.2% 11.9% 12.1% 12.0% 11.3% 68.5 66.9 68.0 62.3 10.1% 10.0% 57.3 58.4 58.3 56.4 54.2 9.3% 8.0% 8.0% 45.8 7.4% 6.3% 5.9% 6.0% 4.8% 4.0% 3.3% 9.7 10.3 9.1 2.0% 6.5 8.

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

    FINANCIAL HIGHLIGHTS – ANNUAL REVENUE AND PATMI TREND Financial Highlights 2022 - 3M 2026 330.0 12.0% 280.0 264.4 269.5 266.8 10.0% 10.0% 240.7 230.0 8.0% 7.7% 180.0 6.4% 6.3% 6.1% 6.0% 130.0 4.0% 80.0 58.3 26.4 2.0% 30.0 18.5 17.3 16.3 3.7 (20.0) 2022 2023 2024 2025 3M-2026 0.0% Revenue (RM'million

  10. Slide 10: Financial Highlights of FYE26 - 3M Cumulative Period

    FINANCIAL HIGHLIGHTS OF FYE26 – 3M CUMULATIVE PERIOD Revenue (RM Mil) Gross Profit (RM Mil) PBT (RM Mil) PATMI (RM Mil) 58.3 15.7 5.4 3.7 45.8 11.2 1.5 0.9 3M-2025 3M-2026 3M-2025 3M-2026 3M-2025 3M-2026 3M-2025 3M-2026 • Overall revenue increased due to an increase in sales from both value engineer

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

    FINANCIAL HIGHLIGHTS – CASH & CASH EQUIVALENTS Cash and cash equivalents (RM'mil) 103.2 90.7 80.7 77.6 70.9 2022 2023 2024 2025 3M-2026 © 2026 QES Group Berhad. All rights reserved.

  12. Slide 12: Financial Highlights - Gearing Ratio

    FINANCIAL HIGHLIGHTS – GEARING RATIO 210 0.40 200 195.7 192.6 190 184.1 0.35 180 174.1 170 159.0 0.33 160 0.31 0.30 150 0.30 140 130 0.25 120 RM' million 110 0.20 100 0.21 90 80 0.15 0.16 70 61.5 62.8 60 55.5 0.10 50 40 36.5 30 25.0 0.05 20 10 0 - 2022 2023 2024 2025 3M-2026 Total debts (RM'million)

  13. Slide 13: Financial Highlights - Other Ratios

    FINANCIAL HIGHLIGHTS – OTHER RATIOS Earning 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 32.0 18.5 17.3 16.3 8.2 3.7 2022 2023 2024 2025 3M-2026 2022 2023 2024 2025 3M-2026 Basic Earnings per Share (s

  14. Slide 14: Analysis: Revenue Breakdown by Country/Region

    ANALYSIS: REVENUE BREAKDOWN – BY COUNTRY/REGION 6.1% 4.3% 4.2% 3.9% 9.0% 45.8% 47.6% 53.3% 59.7% 59.3% 49.9% 43.4% 40.6% 36.1% 36.8% 2022 2023 2024 2025 3M-2026 Malaysia ASEAN Others © 2026 QES Group Berhad. All rights reserved.

  15. Slide 15: Analysis: Revenue Breakdown by Division

    ANALYSIS: REVENUE BREAKDOWN – BY DIVISION 13.9% 13.5% 11.5% 12.2% 15.7% 19.3% 23.1% 23.2% 25.5% 21.8% 66.8% 65.4% 64.6% 61.0% 62.5% 2022 2023 2024 2025 3M-2026 Value Engineering Division - Products Value Engineering Division - Services & Parts Manufacturing Division © 2026 QES Group Berhad. All righ

  16. Slide 16: Analysis: Equipment Installed Base - Cumulative

    ANALYSIS: EQUIPMENT INSTALLED BASE - CUMULATIVE Manufacturing Total QES Group * 17,480 17,948 545 557 600 18,000 16,036 514 476 16,000 14,556 13,827 500 422 14,000 400 12,000 10,000 300 8,000 200 6,000 4,000 100 2,000 - - FY 22 FY 23 FY 24 FY 25 3M-2026 FY 22 FY 23 FY 24 FY 25 3M-2026 * Some equipme

  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 103.2 million manufacturing, value engineering and se

  18. Slide 18: Semiconductor Market Outlook

    SEMICONDUCTOR MARKET OUTLOOK © 2026 QES Group Berhad. All rights reserved.

  19. Slide 19: Semiconductor Market Outlook

    SEMICONDUCTOR MARKET OUTLOOK © 2026 QES Group Berhad. All rights reserved.

  20. Slide 20: 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

  21. Slide 21: 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

  22. Slide 22: 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

  23. Slide 23: 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 © 2026 QES Group Berhad. All rights reserved.

QES Group Berhad — Q1 2026 Earnings Presentation on 6ix