Nanofilm Technologies International Ltd. · SGX:MZH
Nanofilm Technologies International — Q3 2023 Earnings Presentation
15 slides from Nanofilm Technologies International's earnings presentation, November 2023
Slide 1: Nanofilm Technologies International 3Q2023 Business Update
NANOFILM TECHNOLOGIES INTERNATIONAL 3Q2023 Business Update November 2023
Slide 2: Important Notice
IMPORTANT NOTICE This presentation is for information purposes only and does not constitute or form part of an offer, invitation or solicitation of any offer to purchase or subscribe for any securities of Nanofilm Technologies International Limited (the “Company”) in Singapore or any other jurisdict
Slide 3: Management Panel
Management Panel Mr Gary Ho Mr Kay Lim Mr Gian Yi-Hsen Mr Ian Howe Executive Director and Group Chief Financial Officer Group Chief Strategy Officer and Group Chief Commercial Officer Group Chief Executive Officer Chief Executive Officer, Sydrogen 2 | CONFIDENTIAL
Slide 4: Agenda
Agenda ▪ 3Q2023 Overview ▪ Outlook ▪ European Expansion ▪ Q&A
Slide 5: 3Q2023 Overview
1 | 3Q2023 Overview Mr Gary Ho Hock Yong Executive Director and Group Chief Executive Officer
Slide 6: 3Q2023 Group Review: Improved operational performance in 3Q2023 in line with seasonal peak
3Q2023 Group Review: Improved operational performance in 3Q2023 in line with seasonal peak period; continual cost control efforts while balancing spending for business initiatives essential in driving future growth IEBU Sydrogen 9% 0% 3Q2023 Group Review NFBU 9% ▪ 3Q2023 operating environment was ch
Slide 7: 3Q2023 Group Review (cont’d)
3Q2023 Group Review (cont’d) $ OPERATING GEOGRAPHICAL CAPACITY PERFORMANCE EXPANSION UTILISATION ▪ Operational performance improved with ▪ Expansion into various strategic ▪ Proactively managing the ‘excess’ continuing efforts to streamline costs geographical sites to capture market capacity or low
Slide 8: Outlook
2 | Outlook Mr Gary Ho Hock Yong Executive Director and Group Chief Executive Officer
Slide 9: Strategic Priorities Updates
Strategic Priorities Updates CONSUMER INDUSTRIAL NEW ENERGY Expansion ▪ India: Finalising factory-in-factory ▪ Preparation for European expansion is - arrangement with partner to expedite progressing on track, we expect to deploying equipment, target closing by separately announce this in due course
Slide 10: Business Outlook
Business Outlook MARKET ENVIRONMENT • 3C consumer business (AMBU & NFBU): inventory rebalancing has improved but production volumes still lower YoY • IEBU: Customers remain tight on capex spend, active engagement with customers for coming year requirements • Going into FY2024, macro environment rema
Slide 11: European Expansion
3 | European Expansion Mr Ian Howe Group Chief Commercial Officer
Slide 12: European Investment: Strategic expansion of functional thin film coatings for industrial applications
European Investment: Strategic expansion of functional thin film coatings for industrial applications, investing into medium to longer-term growth Total European Market Size 1 Pursuit of Continuous Progress Presents Prospects European market & OEMs embrace advanced technologies that differentiate th
Slide 13: European Expansion: Focus Areas
European Expansion: Focus Areas MARKET VERTICALS & POTENTIAL APPLICATIONS VALUE PROPOSITION Off Highway Diesel Highest system performance (e.g., improving fuel efficiency, system longevity and General Machinery Tool Industry performance) Industry Hydraulics Automotive Interior Durable decorative sur
Slide 14: Q&A
4 | Q&A
Slide 15: Thank You
THANK YOU
Nanofilm Technologies International — Q3 2023 Earnings Presentation on 6ix