Karin Technology Holdings Limited · SGX:K29
Karin Technology — Investor Presentation (February 2021)
34 slides from Karin Technology's investor presentation, Feb 10, 2021
Slide 1: Karin Technology Holdings Limited
KARIN TECHNOLOGY HOLDINGS LIMITED
Slide 2: Corporate Presentation February 2021
CORPORATE PRESENTATION 2021 February TOGETHER we pace for tomorrow
Slide 3: Our Strategic Focus
Our Strategic Focus Karin KESCO Component Karin IT Group Distribution Cloud Services Experienced regional distribution and Multi Cloud Ecosystem including Distribution engineering teams to drive our carrying of Alibaba Cloud, and portfolio of Cloud innovative products to customers based solutions of
Slide 4: Karin Group at a Glance
KARIN GROUP AT A GLANCE • A leading HK-based electronic and industrial components and IT solutions distributor and services provider • Established track record since 1977 • Listed on SGX Mainboard since March 2005 • Strong Asia Pacific presence and network – Around 380 staff across 25 subsidiaries a
Slide 5: Karin Group FY20 At A Glance
Karin Group FY20 At A Glance Consumer Electronic Products 12% We have experienced a continued growth in product lines and revenue in the CEP 12% Strong volume on audio products riding on the new product releases over the year. IT Distribution and Solutions FY2020 Revenue IT Group had experienced str
Slide 6: Karin Group 1H2021 At A Glance
Karin Group 1H2021 At A Glance Consumer Electronic Products 8.5% CEP segment experienced a tough retail environment, but the transition to online sales market is contributing sales 8.5% in new channels. 30.4% IT Distribution and Solutions 1H 2021 Revenue IT Group had experienced strong by Business d
Slide 7: Company History
Company History Electronic Components & IT Infrastructure, Retails & Cloud & Industrial Materials Network & Security Consumer Products Data Management Start from 1977 Start from 2000 Start from 2000 Start from 2017 • Electronic • System & Storage • Personal Computer • AWS Components • Network and Se
Slide 8: Our Core Businesses
Electronic Components Our Components Distribution Industrial Materials & Instrumentation Core Components Toys Businesses IC Application Design & Technical Support Non-Toys System Integrated Solutions Product Solutions Integrated Solutions Information Professional Services Technology Systems / Storag
Slide 9: Key Highlights in 1H FY2021
Key Highlights in 1H FY2021 6 months ended 31 Dec (HK$’m) 1H FY2021 1H FY2020 % Change Revenue 984.6 1,067.2 (7.7) Gross profit 66.2 81.0 (18.3) Profit before tax 7.9 7.0 13.5 Net profit to Owners of the Company 6.7 6.0 10.8 Gross margins (%) 6.7 7.6 (11.8) EPS (HK cts) 3.12 2.8 11.0 NAV per share (
Slide 10: Financial Highlights
Financial Highlights
Slide 11: Financial Highlights - Revenue FY2020
HK$'million Components Distribution 1000 Revenue contribution 17.3% 764.5 due to: FINANCIAL HIGHLIGHTS 800 600 632.1 Increase in competition Revenue 400 together with delay in delivery schedules and manufacturing closures during the period $3,243 200 under review. HK$ ‘M 0 FY2019 FY2020 $2,238 HK$
Slide 12: Financial Highlights - Revenue 1H FY2021
HK$'million Components Distribution 400 346 Revenue contribution 13.4% 299.8 due to: FINANCIAL HIGHLIGHTS Demand in electronic Revenue 200 component had not yet fully recovered from the global $3,243 outbreak of COVID-19 pandemic. HK$ ‘M 0 1HFY2020 1HFY2021 $2,238 HK$'million $2,013 IT Group Reven
Slide 13: Revenue by Business Segments
HK$ ’m Components Distribution IT Infrastructure 2000 Revenue by 866 Consumer Electronic Product Business 843.4 870 632.1 765 Segments 1000 915 937 774 922 944 457 206 262 212.3 0 80.3 TOGETHER we pace for tomorrow FY2016 FY2017 FY2018 FY2019 FY2020
Slide 14: Revenue by Business Segments
HK$ ’m IC Application Design 3000 Components Distribution IT Infrastructure Revenue by Consumer Electronic Product 2000 Business 870 Segments 843.4 765 632 1000 346 299.8 937 774 922 944 570.5 601.5 80.3 206 262 212 150.7 83.3 0 FY2017 FY2018 FY2019 FY2020 1HFY2020 1HFY2021 TOGETHER we pace for tomo
Slide 15: Financial Highlights - Profit and Profit Margin
FINANCIAL HIGHLIGHTS - Profit and Profit Margin HK$ ’m Gross Profit & Profit Margin HK$ ’m Net Profit & Profit Margin 300.0 12 40.0 2.0 8.0% 1.8 35.0 1.4% 10 8.0% 10.0% 1.6 6.9% 30.0 32.3 8.6% 8.9% 1.9% 1.4 200.0 8.9% 8 25.0 28.0 6.9% 1.2 20.0 1.0 6 278.9 0.8 15.0 100.0 4 1.1% 0.6 179.8 179.7 10.0 0
Slide 16: Financial Highlights – Dividends and Net Assets
FINANCIAL HIGHLIGHTS – Dividends and Net Assets Dividend Payout History Net Assets per Share HK cents 20 HK cents Interim Dividend Final Dividend 212.0 210.5 18 210.0 16 208.0 14 206.0 9.00 204.1 204.4 9.80 11.80 204.0 203.3 12 11.80 202.0 10 7.80 8 200.0 198.9 198.0 6 4.60 196.0 4 8.60 7.80 6.80 5.
Slide 17: Financial Highlights – Cumulated Dividend Paid (SGD)
FINANCIAL HIGHLIGHTS – Cumulated Dividend Paid (SGD) Singapore cent 40.00 35.00 35.51 34.00 30.00 31.13 25.00 27.91 IPO Price 24.72 20.00 21.08 15.00 18.77 16.66 14.01 10.00 11.68 9.74 5.00 8.27 0.00 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 TOGETHER we pace for tomorrow
Slide 18: Retained Profits & Dividend Paid Since Listing (HKD)
HK$ ‘000 700,000 601,871 607,913 600,000 569,567 541,567 500,000 400,000 377,747 406,952 Retained Profits & Dividend 415,327 337,831 300,000 Paid Since Listing (HKD) 200,000 100,000 0 FY17 FY18 FY19 FY20 1HFY2020 Retained Profits Cumulated Dividend Paid TOGETHER we pace for tomorrow
Slide 19: Key Indicators
Key Indicators 2019 2020 1HFY21 HK$’000 HK$’000 HK$’000 Net Asset 451,974 427,236 436,590 Value YOY 3.2% (5.5%) (0.5%) increment Earnings HK$/0.15 HK$/0.02 HK$/0.03 per share S$0.026 S$0.003 S$0.005 ROA 3.3% 0.6% 0.6%
Slide 20: Investment Merit and Future Plans
Investment Merit and Future Plans
Slide 21: Management and Investment Merits
Management and Investment Merits Healthy Finance Corporate Strategy • Strict Financial Control, • Business growth through product Reporting, and analysis. and service expansion. • Strong profit track record: • Develop solutions and business lines Profitable for over 40 years, even during the financi
Slide 22: Corporate Strategy
Capturing the demand for solutions in new markets on power and electronic components Corporate Strategy in power, wireless application devices, and smart devices Karin Group believes in continuous business innovation and technology expansion in order to drive business growth. Riding on the success i
Slide 23: Karin Group Business Highlights
Karin Group Business Highlights
Slide 24: Electronic Components Group
Electronic Components Group [Subsidiaries] ▪ 8 subsidiaries, covering HK, Greater China and Singapore ▪ Distributes varieties of electronic components and industrial materials products for more than 40 years
Slide 25: Electronic Components Solutions
Electronic Components Solutions
Slide 26: Industrial Materials And Power Solutions
Industrial Materials And Power Solutions
Slide 27: IT Group Subsidiaries
IT Group Subsidiaries KEPRO KESCO SOLUTIONS Karin Groups’ flagship Distribution distributor and is IT solutions provider to System Integrator enterprises in Hong Kong Business providing enter[rise grade – IT infrastructure (cloud, Business infrastructure solutions to server and storage), and a HK an
Slide 28: Company Facilities
> Karin Building > Owned WAREHOUSE > Theater Room C meres Ft iis ie > Demo Room > Staging Room
Slide 29: Information Technology Solutions
Information Technology Solutions
Slide 30: Consumer Products Distribution
Consumer Products Distribution
Slide 31: Vertical Domains Focused Smart Strategy
Vertical Domains Focused Smart Strategy Smart Office/Building Target Customers: - Enterprise - SME - Engineering Company
Slide 32: Vertical Domains Focused Smart Strategy
Vertical Domains Focused Smart Strategy Smart Healthcare Smart Solution Target Customers: Target Customers: - NGO - Enterprise - Elderly Home - SME - Day Care Center - Telecom - Hospital - Call Center
Slide 33: IoT Management Tool
loT Management Tool LoRaN GB NBT GB sigfox
Slide 34: Thank You
Thank You TOGETHER we pace for tomorrow
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