Isdn Holdings Limited · SGX:I07
Isdn — 1H2025 Earnings Presentation
36 slides from Isdn's earnings presentation, Aug 27, 2025
Slide 1: Overseas Regulatory Announcement: Presentation Slides for Investor Briefing
The Singapore Exchange Securities Trading Limited, Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoe
Slide 2: 1H2025 Results Presentation
1H2025 Results Presentation
Slide 3: Disclaimer
Disclaimer This is a presentation of general information relating to the current activities of ISDN Holdings Ltd (“ISDN”). It is given in summary form and does not purport to be complete. The presentation may contain forward-looking statements relating to financial trends for future periods, compare
Slide 4: Powering Smart Operations For Sustainable Growth
Powering Smart Operations For Sustainable Growth We deliver solutions that power Asia's industrial future. Our components and systems power semiconductor factories, advanced medical devices, clean energy plants, electric vehicles and more for over 10,000 customers throughout Asia 3
Slide 5: What ISDN offers as a Group of Companies
What ISDN offers as a Group of Companies: From Components to Full-fledge solutions Management Level Monitor all levels of the business Planning Level Monitor entire manufacturing process Supervisory Level Access Data & Control Systems Control Level Control and Run Devices Field Level Physical Workin
Slide 6: ISDN Five Pillars
SOFTWARE ISDN FIVE PILLARS MOTION PRECISION CONTROL MANUFACTURING RENEWABLE ENERGY SOLUTION ISDN Software ISDN Motion Control ISDN Precision Manufacturing ISDN System Solution ISDN Renewable Energy 5
Slide 7: Our vision and strategy
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 6
Slide 8: ISDN powers Asia's industrial future
ISDN powers Asia’s industrial future Our automation and sustainability solutions help thousands of companies build a more productive and sustainable future for Asia Cloud & AI solutions Software We have the right technology Hardware Components 10,000+ customers We have the right customers All indust
Slide 9: A business model fit for a changing global industry
A business model fit for a changing global industry Our business model is built for growing resilience over time, as it capitalises on industrial growth trends Well-positioned today... ...with a solid business model • Minimal US-China tariff impact Geopolitics • Beneficiary of Asia-for-Asia shift •
Slide 10: Clear strategy to scale into the future
Clear strategy to scale into the future Continue our disciplined strategy to build sustainable, growing businesses over time Well-positioned today... ...and where we’re going • Minimal US-China tariff impact • Taiwan and Malaysia expansion: Geopolitics • Beneficiary of Asia-for-Asia shift strategic
Slide 11: 1H2025 results
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 10
Slide 12: 1H2025 financial performance
1H2025 financial performance Robust performance across key segments leading to +35% growth in core shareholder profits S$ millions 1H2024 1H2025 YoY change 1 Revenue • Growth in all key business segments and regions: • Industrial Automation (+6% YoY), Hydropower (>100% YoY) Revenue 174.6 212.9 +22.0
Slide 13: Revenue breakdown by segments and regions
Revenue breakdown by segments and regions Strong growth across segments and regions despite non-cash, unrealised FX impact, revenue impacted by strengthening of SGD Group-level Revenue Segmental Revenue 1H2024 1H2025 IA Revenue Breakdown By Regions (S$’m) IA Revenue From China (RMB’m) As R e p o r t
Slide 14: Gross profit and margin breakdown by segments
Gross profit and margin breakdown by segments Margin uplift in core industrial automation business; strong hydro profits boosting bottom line $2bn Segmental Gross Profit to $5bn in investment per year Segmental Gross Profit Margin needed for Indonesia’s 2030 renewables target S$ million 1H2024 1H202
Slide 15: Unrealised losses on long-term receivables from renewable energy business
Unrealised losses on long-term receivables from renewable energy business Non-cash unrealised FX losses mainly from the hydro business have no impact on underlying operations Revenue Model of ISDN’s Hydropower Business (Total contract value = construction revenue + finance lease interest + operating
Slide 16: Building ISDN
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 15
Slide 17: Deepening ISDN's presence across Asia
Deepening ISDN’s presence across Asia Introduces a full stack of industrial automation solutions through direct and joint sales 1) Bringing ISDN’s proven industrial automation solutions in China to expand into Southeast Asia, capturing opportunities from the “Asia-for-Asia” shift and “China+1” evolu
Slide 18: Continued Strengthening of Core Pillars
Continued Strengthening of Core Pillars Dedicated to continuous growth and enhancing our capabilities ISDN’s Strategic Investments Post COVID: 1Q2023 4Q2023 1Q2024 2Q2024 3Q2024 Established IRSS Invested in FUJI Established ISDN Established Novapeak Established Servo Precision System in Increased in
Slide 19: Continued Strengthening of Core Pillars
Continued Strengthening of Core Pillars Dedicated to continuous growth and enhancing our capabilities ISDN’s Strategic Investments Post COVID: 2Q2025 3Q2025 Invested in IFME Invested in PT Funda Works Pte Ltd Konstruksi Engineering IFME Infrastructure. Facility, EPC for renewable Mechanical & Electr
Slide 20: Industrial automation market update
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 19
Slide 21: Structural growth drivers in China
Structural growth drivers in China Long term trends have not changed, and we continue to expect the automation market to grow in China Demographics and labour costs The need for self-reliance • Ageing population and low fertility rates: China’s • US-China tensions: Strengthened the determination of
Slide 22: Southeast Asia semiconductors – Key beneficiary of supply chain reshuffling
Southeast Asia semiconductors – Key beneficiary of supply chain reshuffling Rising investments by global leaders will boost manufacturing output in key SEA countries Expansion in Malaysia Near-shoring our advanced solutions to key customers and capture a larger market share in the region ….Non-exhau
Slide 23: ASEAN: A rising manufacturing hub
ASEAN: A rising manufacturing hub ISDN is at the right place at the right time with the right capabilities “China+N” - Supply chain reshuffling The ISDN advantage • Amid rising U.S.-China trade tension, multinational companies are moving from a “China+1” to a broader “China+N” approach to mitigate s
Slide 24: Southeast Asia data centre growth driving industrial automation demand
Southeast Asia data centre growth driving industrial automation demand Rising investments by global leaders will boost manufacturing output in key SEA countries Outlook in Singapore & Malaysia The ISDN advantage Singapore • Data Centre Market projected to grow at a CAGR of 5.08%, reaching Regional f
Slide 25: Clean energy market update
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 24
Slide 26: Vertical integration to drive growth across the hydropower value chain
Vertical integration to drive growth across the hydropower value chain Aims to grow recurring income base and further strengthen the Group’s long-term business resilience About the Acquisition of PT Funda Synergies with ISDN’s Hydro Business Acquisition Details Building an Integrated Hydro Value Cha
Slide 27: Powering Asia's sustainable future
Powering Asia’s sustainable future Continues to scale up our hydropower portfolio to drive stronger bottom-line contributions and enhance long-term resilience Identified the Set-up new Portfolio 2013 opportunity 2019 business focus 2023 Milestone year 2026 Expansion Our portfolio of mini-hydropower
Slide 28: Hydropower as a core driver of Indonesia's green transition efforts
Hydropower as a core driver of Indonesia’s green transition efforts Largest renewable capacity addition after Solar in RUPTL 2025 – 2034 Additional Renewable Energy Capacity Expansion Plan in Indonesia between 2025 and 2034 Unit: Gigawatt Phase 1 (2025 – 2029) Phase 2 (2030 – 2034) 17.2 11.7 11.2 10
Slide 29: Business outlook and strategy
1 Our vision and strategy 2 1H2025 results 3 Building ISDN 4 Industrial automation market update 5 Clean energy market update 6 Business outlook and strategy 29
Slide 30: ISDN's focus for FY2025 and beyond
ISDN’s focus for FY2025 and beyond Capitalise on strong business model to drive incremental growth ➢ “Asia-for-Asia” regional strategy insulates the business from LEVERAGE geopolitical impact on ISDN’s integrated global strategy ➢ Five core pillars collectively drive business resilience and growth ➢
Slide 31: Unified Operations Center (UOC) for Data Centers
UNIFIED OPERATIONS CENTER (UOC) FOR DATA CENTERS By ISDN Software Business
Slide 32: Challenges Faced By Data Centres
Challenges Faced By Data Centres • Excessive outages • In a recent survey, 34% of the more than 1600 participants reported downtime, with 160 data centers experiencing episodes that cost $1 million or more. • High energy usage • The average co-location data center occupies more than100,000 ft.², wit
Slide 33: Technology: Complexity of Data Center Solution
Complexity of Data Center Solution Enterprise Level Monitoring and Control across multiple Data Centers to manage electrical, mechanical, environmental, and physical security systems to improve efficiency Data Centers Operations, IT, Maintenance, Management, NOC Operations Act SLA’s Compliant Dashbo
Slide 34: A Unified Operations Center (UOC) Approach
A Unified Operations Center (UOC) Approach • Data center stakeholders can operate, maintain, analyze and optimize operations across geographically dispersed locations. This system-of-systems strategy delivers a contextualized view of information across functions and domains while providing immediate
Slide 35: Benefits of UOC
Benefits of UOC: • 80% increase in engineering efficiency • 15% fewer operating staff hours • $100k average saving for each predicted failure • 15% less energy consumption • 50% decrease in training time • 40% growth in operator effectiveness • 10% reduction in operating costs • +5X detecting abnorm
Slide 36: Thank You
Thank You 36