Sunway Bhd. · MYX:SUNWAY
Sunway Bhd — Q2 FY2026 Earnings Presentation
40 slides from Sunway Bhd's earnings presentation, Aug 27, 2026
Slide 1: Sunway Berhad Q2 FY2026
Sunway Berhad Second Quarter Financial Year Ending 31 December 2026 (Q2 FY2026) 27 August 2026
Slide 2: Financial Highlights
Financial Highlights Financial Performance Snapshot for Q2 FY2026 13% 25% 17% Revenue Profit Before Tax PATMI RM2,906 million RM496 million RM319 million (Q2 FY2025: RM2,562 million) (Q2 FY2025: RM396 million) (Q2 FY2025: RM273 million) Financial Position as at 30 June 2026 Total Equity Shareholders
Slide 3: Financial Overview
SUNWAY Financial Overview » SUNWAY THE NEXT 50
Slide 4: Financial Overview – Q2 FY2026
Financial Overview – Q2 FY2026 Revenue Profit Before Tax (RM million) (RM million) 1,336%1 YoY 11% YoY 37%2 13% 25% QoQ QoQ 14% 5,463 95%1 4,929 7%2 9,5581 10,0541 2,906 2,562 2,558 700 396 496 9592 4622 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2026 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2
Slide 5: Segmental Overview – Q2 FY2026 Revenue
Segmental Overview – Q2 FY2026 Revenue Movement in Segmental Revenue (RM million) (RM million) Q2 FY2026: RM2,906 million (Q2 FY2025: RM2,562 million) 2,906 YoY 15% N/A 39% 18% 7% 14% 13% 2,562 Change 672 1,269 38 2,906 40 29 -489 2,562 54 779 672 2 450 479 405 351 2 269 307 263 223 1 - Q2 FY2025 Q2
Slide 6: Segmental Overview – Q2 FY2026 Profit Before Tax
Segmental Overview – Q2 FY2026 Profit Before Tax Movement in Segmental Profit Before Tax (RM million) (RM million) Q2 FY2026: RM496 million (Q2 FY2025: RM396 million) YoY Change 57% 181% 1% 3% 4% 10% 25% 496 7 496 64 2 396 -1 -2 30 396 135 133 100 1 76 82 78 75 2 68 52 1 2 36 29 28 Q2 FY2025 Q2 FY20
Slide 7: Financial Position as at 30 June 2026
Financial Position as at 30 June 2026 Total Equity & Shareholders’ Funds Total Assets and NAV Per Share Total equity (RM billion) Shareholders’ Funds (RM billion) Total assets (RM billion) Net assets per share (RM) 26.6 24.7 3.65 2.38 50.1 17.0 16.1 2.15 2.25 15.0 15.9 15.0 13.9 38.8 31.5 28.6 FY202
Slide 8: Property Development
Core Segments Performance Property Development
Slide 9: Property Development: Performance Review
Property Development: Performance Review Revenue Profit Before Tax (RM million) (RM million) YoY 15% 72% YoY 115% 57% QoQ 38% QoQ 20% 184 1,059 654 102 615 405 82 86 351 52 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2026 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2026 o The property development
Slide 10: Property Development: Property Launches
Property Development: Property Launches Launched RM2.7 billion worth of properties in 1H FY2026 Achieved 56% of property launch target for the year Sunway Serene 2 Sunway Sakura 2 Pinery Residence Sunway Cochrane (Tower A) Service Residences SuperLink Homes Semi-Detached Private Condominium Service
Slide 11: Property Development: Operational Metrics (1H FY2026)
Property Development: Operational Metrics (1H FY2026) Property Sales Property Unbilled Sales Remaining Landbank RM2.3 billion RM8.3 billion 2,3382 acres (6M FY2025: RM1.3 billion) (As at 31 December 2025: RM9.5 billion) (Estimated GDV: RM87.7billion) 55% Unbilled Sales / Revenue (times) Remaining La
Slide 12: Property Development: Development Pipeline in Singapore
Property Development: Development Pipeline in Singapore Expanding Presence in Singapore with Indicative GDV of ~SGD7.9 billion Remaining Landbank 24.5 acres New New Location Chuan Grove River Valley Green Bayshore Drive Land size ~7.5 acres ~2.8 acres ~14.2 acres Purchase SGD1,327.5 million SGD750.6
Slide 13: Healthcare
Core Segments Performance Healthcare
Slide 14: Healthcare: Performance Review
Healthcare: Performance Review Revenue Profit Before Tax (RM million) (RM million) YoY 95% 181% QoQ QoQ 640% 221% 131 763 672 100 67 36 31 91 - - Q2 FY2025 1 Q1 FY2026 1,2 Q2 FY2026 1H FY2025 1 1H FY2026 1,2 Q2 FY2025 1 Q1 FY2026 1,2 Q2 FY2026 1H FY2025 1 1H FY2026 1,2 o The healthcare segment contr
Slide 15: Healthcare: Financial Performance (SHH)
Healthcare: Financial Performance (SHH) Q2 FY2026 delivered stronger earnings growth and margin expansion, supported by improved operating performance across the hospital network and continued earnings progression at SMC Damansara and SMC Ipoh which progressed further into positive EBITDA contributi
Slide 16: Healthcare: Operating Metrics
Healthcare: Operating Metrics Patient growth outpaced capacity additions, lifting bed occupancy and supporting higher hospital activity Number of licensed beds 1 Bed occupancy rate2 Number of inpatient admissions 3 (‘000s) FY2023 – FY2025 CAGR : 24% FY2023 – FY2025 growth: FY2023 – FY2025 CAGR : 9 p
Slide 17: Healthcare: Hospital Network Expansion Pipeline
Healthcare: Hospital Network Expansion Pipeline Greenfield hospital development in Seremban Sentral, Iskandar Puteri and Putrajaya are progressing as planned. This will increase the combined capacity to more than 3,400 beds by 2032. Bed Capacity Expansion (2026 – 2032) Greenfield Hospital Expansion
Slide 18: Construction
Core Segments Performance Construction
Slide 19: Construction: Performance Review
Construction: Performance Review Revenue Profit Before Tax (RM million) (RM million) YoY 37% YoY 17% 39% 1% QoQ QoQ 2% 16% 2,507 292 249 1,574 1,269 159 135 133 795 779 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2026 Q2 FY2025 Q1 FY2026 Q2 FY2026 1H FY2025 1H FY2026 o The construction segment reco
Slide 20: Construction: Operational Metrics
Construction: Operational Metrics Achieved RM6.86 billion Order Book Replenishment 1 Singapore Precast Singapor Others 2% e Precast 1% Inhouse 7% 7% EXCEED Order Book Replenishment Target for FY2026 Inhouse Order Book Outstanding Replenishment RM6.0 billion 22% Order Book Data Centre RM6.86 RM10.52
Slide 21: Construction: Outstanding Order Book
Construction: Outstanding Order Book Robust Outstanding Order Book of RM10.52 billion Outstanding Order Book COMPLETION CONTRACT O/S ORDER % Outstanding Order Book COMPLETION CONTRACT O/S ORDER % (as at 24 August 2026) SUM BOOK (as at 24 August2026) SUM BOOK (RM million) (RM million) (RM million) (R
Slide 22: Construction: Order Book Replenishment
Construction: Order Book Replenishment Order Book Replenishment of RM6.86 billion Order Book Replenishment – YTD 2026 Client Type Completion Contract Sum (RM million) JHB1X0 – Tenant Improvement Works Yellowwood Properties Sdn Bhd Data centre Q1 2026 16 General Contractor Works – Shell 2 – Package A
Slide 23: Property Investment
Core Segments Performance Property Investment
Slide 24: Property Investment
Property Investment Revenue1 Profit Before Tax 1 (RM million) (RM million) YoY 1% YoY 13% 3% 18% QoQ QoQ 15% 1% 530 469 169 171 266 263 92 223 76 78 Q2 FY2025 Q1 FY2026 Q2 FY2026 6M FY2025 6M FY2026 Q2 FY2025 Q1 FY2026 Q2 FY2026 6M FY2025 6M FY2026 o Revenue grew by 18% YoY to RM263 million in Q2 FY
Slide 25: Property Investment: Operational Metrics
Property Investment: Operational Metrics Property Investment Leisure Asset Under Management (“AUM”) ~RM14.4 billion as of June 2026 Theme parks No. of Visitors 6M YTD2026 (31 Dec 2025: RM14.4 billion) Current Portfolio 2 ~866,000 (6M YTD2025: ~863,000 ) 22 12 8 Retail Properties Offices Others (2025
Slide 26: Prospects and Outlook
SUNWAY Prospects and Outlook SUNWAY THE NEXT 50
Slide 27: Prospects & Outlook
Prospects & Outlook Cautiously optimistic on its prospects for FY2026 Macroeconomic Outlook and Prospects for Sunway Berhad o The global economy continued to face heightened economic and geopolitical uncertainties, particularly stemming from shifts in US policies and developments in the Middle East.
Slide 28: Thank You
Thank You Email : irsunwayberhad@sunway.com.my Website : www.sunway.com.my This presentation may contain certain forward-looking statements due to a number of risks, uncertainties, and assumptions. Representative examples of these factors include (without limitation) general industry and economic co
Slide 29: Supplementary Information
SUNWAY Supplementary Information SUNWAY THE NEXT 50
Slide 30: Income Statements Highlights
Income Statements Highlights RM million Q2 FY2026 Q2 FY2025 Q1 FY2026 6M FY2026 6M FY2025 Revenue 2,905.7 2,561.6 2,557.5 5,463.2 4,928.7 EBIT 488.1 398.2 9,568.8 10,056.9 715.8 EBIT Margin (%) 16.8 15.5 374.1 184.1 14.5 PBT 496.2 396.0 9,558.2 10,054.4 700.1 Core PBT 499.0 386.0 470.9 969.9 690.1 C
Slide 31: Solid Balance Sheet
Solid Balance Sheet RM million 30 June 2026 31 December 2025 (Unaudited) (Audited) Non-current Assets 32,255.9 22,988.4 Current Assets 17,862.1 15,853.6 Total Assets 50,118.0 38,841.9 Current Liabilities 14,850.1 14,793.5 Non-current Liabilities 8,687.2 7,051.6 Total Liabilities 23,537.3 21,845.1 Sh
Slide 32: Segmental Information
Segmental Information RM million Q2 FY2026 Q2 FY2025 Q1 FY2026 6M FY2026 6M FY2025 Property Development Revenue 405.0 351.4 653.6 1,058.6 614.7 Operating Profit 62.0 40.2 60.8 122.8 67.9 Operating Profit Margin (%) 15.3 11.4 9.3 11.6 11.0 EBIT (incl. share of associates & JCE) 83.3 46.7 100.0 183.3
Slide 33: Segmental Information
Segmental Information Construction RM million Q2 FY2026 Q2 FY2025 Q1 FY2026 6M FY2026 6M FY2025 Revenue 779.3 1,268.6 794.5 1,573.9 2,506.6 Operating Profit 111.0 125.5 139.7 250.7 235.2 Operating Profit Margin (%) 14.2 9.9 17.6 15.9 9.4 EBIT (incl. share of associates & JCE) 117.5 128.9 141.3 258.8
Slide 34: Property Projects in Malaysia (Klang Valley)
Property Projects in Malaysia (Klang Valley) *as at end-July 2026 (inclusive bookings) Sunway Cochrane (Tower B) Sunway Velocity Three Sunway Serene 2 Location Jalan Cochrane, Kuala Lumpur Jalan Peel, Kuala Lumpur Kelana Jaya, Petaling Jaya Tower A: RM750 million Services Residence: RM462 million GD
Slide 35: Property Projects in Malaysia (Klang Valley)
Property Projects in Malaysia (Klang Valley) *as at end-July 2026 (inclusive bookings) Sunway Flora Residence (Phase 1) Sunway Flora Residences (Phase 2) Location Bukit Jalil, Kuala Lumpur Tower A: RM306 million GDV RM232 million Tower B: RM308 million Type Serviced Residence & Retail Serviced Resid
Slide 36: Property Projects in Malaysia (Johor)
Property Projects in Malaysia (Johor) *as at end-July 2026 (inclusive bookings) Sunway Lenang Heights Sunway LakeHills Sunway Majestic Location Taman Molek, Johor Bahru Johor Bahru City Centre Manor (Bungalow) & Lavie (Semi-D): RM114 GDV RM529 million RM476 million million Type Bungalow & Semi-D Hom
Slide 37: Property Projects in Malaysia (Johor and Negeri Sembilan)
Property Projects in Malaysia (Johor and Negeri Sembilan) *as at end-July 2026 (inclusive bookings) Sunway Aviana Sunway Maple Forest Heights Location Sunway City Iskandar Puteri, Johor Sunway City Iskandar Puteri, Johor Seremban, Negeri Sembilan Phase 1: RM114 million - Phase 3: RM82 million GDV RM
Slide 38: Property Launches in Malaysia (Penang and Ipoh)
Property Launches in Malaysia (Penang and Ipoh) *as at end-July 2026 (inclusive bookings) Sunway Bayu Sunway Wellesley Serene Villas Location Sunway City Ipoh, Perak Bukit Mertajam, Penang GDV RM115 million RM 149 million Type Flexi terrace homes 3-storey townhouse Units 168 210 Launch December 2024
Slide 39: International Property Projects (Singapore)
International Property Projects (Singapore) *as at end-July 2026 (inclusive bookings) Terra Hills The Continuum Novo Place Otto Place Location Pasir Panjang, Singapore Thiam Siew Avenue, Singapore Plantation Close, Tengah, Singapore SGD 845 million SGD 2.20 billion SGD 790 million SGD 1.05 billion G
Slide 40: International Property Projects (Singapore)
International Property Projects (Singapore) *as at end-July 2026 (inclusive bookings) Nava Grove Elta Pinery Residences Location Pine Grove Clementi Avenue 1 Tampines West precinct (District 18) SGD1.38 billion SGD1.26 billion SDG1.33billion GDV (Effective RM 2.1 billion) (Effective RM 2.0 billion)