Ums Integration Limited · SGX:558
Ums Integration — Shareholder Meeting (2026)
25 slides from Ums Integration's shareholder meeting presentation, 2026
Slide 1: UMS Integration Limited FY2025 AGM Presentation
UMS Integration Limited FY2025 AGM Presentation 1
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This presentation contains forward looking statements which can be identified by the context of the statement and generally arising when the Company is discussing its beliefs, estimates or expectations. Such statements may include comments on industry, business or market tr
Slide 3: Content
CONTENT ❑ Business Overview ❑ Financial Performance ❑ Industry Outlook & Key Growth Drivers ❑ Future Strategies 3
Slide 4: Business Overview
Business Overview Your strategic partner for success.
Slide 5: Global Manufacturing Locations
GLOBAL MANUFACTURING LOCATIONS California, USA • Procurement and Purchasing Centre • 7,500 sqft • Close Proximity to AMAT’s R&D Malaysia UMS Singapore UMS Function • Volume • Corporate Production Headquarter • 1,000,000 sqft • 150,000 sqft • R&D, Engineering and other High- Value Added Activities Si
Slide 6: Penang Plant Expansion
PENANG PLANT EXPANSION • P30B construction started in Mar 2026. • Land acquired in 2025 • 300,000 sq ft, Cleanroom assemblies on L2 • Lights-out manufacturing - fully automated production facilities that operate without human intervention, allowing them to run 24/7 with lights turned off. Utilizing
Slide 7: Semiconductor Components
SEMICONDUCTOR COMPONENTS • Semiconductor machined components are high-precision, contaminant-free parts manufactured via CNC milling, turning, and grinding for chip fabrication equipment. • They require extreme tolerances and specialized materials like stainless steel, aluminum, quartz, and ceramics
Slide 8: Aerospace Components Products and Programs
AEROSPACE COMPONENTS Products and Programs Aero Engine Casing Air Management System For CFM56 For B787 Landing Gear Products Brake Rod & Drag Brace
Slide 9: Financial Performance
Financial Performance Your strategic partner for success. 9
Slide 10: Financial Results Performance FY2025 vs FY2024
FINANCIAL RESULTS PERFORMANCE FY2025 VS FY2024 FY 2025 Revenue $251.1 Million (Up 4%) FY 2024 Revenue $242.1 Million FY 2025 PATMI $41.6 Million (Up 2%) FY 2024 PATMI $40.6 Million
Slide 11: Financial Results Performance 4QFY2025 vs 3QFY2025
FINANCIAL RESULTS PERFORMANCE 4QFY2025 VS 3QFY2025 4QFY2025 2025 Revenue $66.8 Million (Up 13%) 3QFY2025 Revenue $59.3 Million 4QFY2025 PATMI $11.1 Million (Up 6%) 3QFY2025 PATMI $10.5 Million
Slide 12: Segmental Revenue Contribution FY2025 vs FY2024
SEGMENTAL REVENUE CONTRIBUTION FY2025 VS FY2024 FY2025 (S$M) FY2024 (S$M) 11.7 11.2 24.6 26.3 4.7% 4.6% 9.8% 10.9% 85.5% 84.5% 214.7 204.6 Semiconductor Aerospace Others Semiconductor Aerospace Others 12 12
Slide 13: Geographical Contribution (FY17-FY25)
GEOGRAPHICAL CONTRIBUTION (FY17-FY25) 400 350 300 Revenue (S$M) 250 200 150 100 50 0 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Others 3.7 2 2.3 1.8 10.3 19.3 19.5 12.4 17.4 Malaysia 6 4.5 2.7 4.1 11.5 20 8.9 17.5 33.3 Taiwan 23.6 26.7 20.7 24.2 28 39.2 26 16.5 18.1 United States 17.4 24.5 21.9 21
Slide 14: FY 2025 Key Achievements
FY 2025 Key Achievements • Strengthening relationship with Customer L • Deepened collaboration with Customer A - Integrated System contract renewal • Installation of production infrastructure and equipment at new Penang factory • Ramping up NPIs and mass production at new Penang factories • Complete
Slide 15: Industry Outlook & Key Growth Drivers
Industry Outlook & Key Growth Drivers Your strategic partner for success.
Slide 16: Semiconductor Industry Outlook
SEMICONDUCTOR INDUSTRY OUTLOOK Global Demand to Surge and Fab Spending To Accelerate Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of $145 billion in 2026 and $156 billion in 2027. This growth will be driven
Slide 17: Advanced Packaging: Surging Growth Prospects
ADVANCED PACKAGING : SURGING GROWTH PROSPECTS • Bloomberg Intelligence (BI) finds that the market for advanced semiconductor packaging could grow eightfold to $80.5 billion by 2033, driven by the spread of AI chips from data centers into consumer electronics and automotive applications. The 26% comp
Slide 18: Advanced Packaging: Surging Growth Prospects
ADVANCED PACKAGING : SURGING GROWTH PROSPECTS
Slide 19: Advanced Packaging
ADVANCED PACKAGING https://cdn.substack.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9fc8a779-67da-48d5-82a9-b17735257b94_850x382.png • Chiplet-based design combines multiple chips into one s
Slide 20: Front-End Processing in Advanced Packaging
Front-End Processing in Advanced Packaging U-Bump / RDL Packaging Through - Silicon Via (TSV) Packaging • Thin-film barrier deposited via PVD • Wafer patterning and etching to define vertical vias • Photoresist patterning and residue • Cleaning to remove photoresist and etch residues removal (descum
Slide 21: UMS' Role in the Advanced Packaging Value Chain
UMS’ ROLE IN THE ADVANCED PACKAGING VALUE CHAIN Supplier of critical components (chambers) for various tools including: ➢ Electrofill product family that produce void-free fill for a wide range of TSV sizes, as well as on-wafer performance stability, resulting in a wide range of design possibilities
Slide 22: Aerospace Industry Outlook
AEROSPACE INDUSTRY OUTLOOK SOARING GROWTH PROSPECTS The aerospace industry remains robust driven by strong air travel demand and increased defence spending, with the global market projected to grow significantly. Key challenges include persistent supply chain constraints, labour shortages and geopol
Slide 23: Future Strategies
Future Strategies Your strategic partner for success.
Slide 24: Leveraging What We Do Best
LEVERAGING WHAT WE DO BEST Semiconductor Aerospace As the semiconductor market evolves, we meet customer To increase our aerospace product portfolio as the industry needs and drive operational efficiency through technology. caters to the rebound in demand for air travel post-pandemic. ❑ Committed to
Slide 25: Thank You
UMS INTEGRATION LIMITED https://www.umsgroup.com.sg/ Thank You For more info, please contact : ir@stratagemconsultants.com 25