Ppb Group Bhd. · MYX:PPB
Ppb Group Bhd — Shareholder Meeting (November 2025)
26 slides from Ppb Group Bhd's shareholder meeting presentation, November 2025
Slide 1: PPB Group Berhad 53rd Annual General Meeting
PPB GROUP BERHAD 53rd ANNUAL GENERAL MEETING Presented by : LIM SOON HUAT YAP CHOI FOONG Managing Director Group Chief Financial Officer
Slide 2: Important Notice
IMPORTANT NOTICE Information in this presentation may contain projections and forward looking statements that reflect the Company’s current views with respect to future events and financial performance. These views are based on current assumptions which are subject to various risks and which may cha
Slide 3: Agenda
AGENDA FYE2021 Key Financial Highlights Key Business Updates and Outlook ESG Highlights Page | 2
Slide 4: FYE2021 Key Financial Highlights
FYE2021 Key Financial Highlights FYE2021 performance reflects the resiliency and diversity of our businesses Revenue Profit before tax Net profit (RM Billion) (RM Billion) (RM Billion) +16% 4.86 4.19 +14% +5% 1.50 1.50 1.42 1.32 2020 2020 2021 2021 2020 2020 2021 2021 2020 2020 2021 2021 ▪ Revenue i
Slide 5: FYE2021 Key Financial Highlights
FYE2021 Key Financial Highlights FYE2021 performance reflects the resiliency and diversity of our businesses Earnings per share Net assets per share Dividend Per Share (RM) (RM) 46 sen +14% +8% 16 35 sen 1.05 17.2 0.93 16.0 25 22 35 sen 30 sen 8 10 2020 2020 2021 2021 2020 2020 2021 2021 2020 2020 2
Slide 6: Major Segments at a Glance
Major Segments at a Glance Segment revenue (RM’000) Grains and agribusiness 2021 2020 % 3,770,632 3,220,584 +17 Flour milling and Segment profit (RM’000) manufacturing of animal feed, wheat & maize 2021 2020 % trading, production of day-old-chicks, eggs & 61,522 271,682 -77 other related downstream
Slide 7: Major Segments at a Glance (continued)
Major Segments at a Glance (continued) Segment revenue (RM’000) Consumer products 2021 2020 % 645,183 628,275 +3 Marketing and distribution Segment profit (RM’000) of 2021 2020 % edible oils & consumer products, 6,543 31,548 -79 production and distribution Segment profit declined by 79%: of frozen f
Slide 8: Major Segments at a Glance (continued)
Major Segments at a Glance (continued) Film exhibition and Segment revenue (RM’000) distribution 2021 2020 % 116,470 114,255 +2 Segment loss (RM’000) Exhibition and 2021 2020 % distribution of (113,278) (135,598) -16 movies & content The segment recorded lower losses: ▪ higher contribution from box
Slide 9: Major Segments at a Glance (continued)
Major Segments at a Glance (continued) Environmental Segment revenue (RM’000) engineering and utilities 2021 2020 % 204,843 189,543 +8 Segment profit (RM’000) Construction works 2021 2020 % specializing in the water & environmental industries 647 14,382 -96 and provision of Performance in FY2021 was
Slide 10: Major Segments at a Glance (continued)
Major Segments at a Glance (continued) Segment revenue (RM’000) Property 2021 2020 % 115,030 67,046 +72 Segment profit (RM’000) Letting of commercial 2021 2020 % properties and 14,825 3,940 +276% development of residential & Segment profit increased to RM14.8 commercial properties million: ▪ additio
Slide 11: Major Segments at a Glance (continued)
Major Segments at a Glance (continued) Segment revenue (RM’000) Other operations 2021 2020 % 89,617 61,293 +46 Comprising mainly - 18.6% equity interest in Segment profit (RM’000) Wilmar International 2021 2020 % Limited (“Wilmar”), 1,557,580 1,263,906 +23 Asia’s largest integrated agribusiness grou
Slide 12: Agenda
AGENDA FYE2021 Key Financial Highlights Key Business Updates and Outlook ESG Highlights Page | 11
Slide 13: Grains and agribusiness
Grains and agribusiness Business Update ▪ This segment was adversely affected by the spike in raw material costs of flour and feed products and rising distribution costs. ▪ Gross margin was affected across various sub-segments. ▪ Completed a new 500-mt/day wheat flour mill in Quang Ninh Province, Vi
Slide 14: Grains and agribusiness (continued)
Grains and agribusiness (continued) Outlook ▪ We remain cautious on the outlook of the grains and agribusiness segment as this segment will continue to face challenges of rising food commodities prices and disruptions of global supply chain. ▪ The ongoing conflict in Ukraine is creating more uncerta
Slide 15: Consumer products
Consumer products Business Update New products launched during the year: Massimo Seeded Multigrain Massimo Peanut Butter with Barley cream roll Massimo Burrosa V-Soy No Sugar Added Pound Cake Soya Bean Milk This segment was significantly impacted by higher cost of goods sold due to the increase in c
Slide 16: Consumer products (continued)
Consumer products (continued) Outlook ▪ This segment will continue to deal with higher production costs. ▪ Focus on expanding market reach through the food services channel and e-commerce platforms; and continue to work with business partners to develop products for the food service sector. ▪ Will c
Slide 17: Film exhibition and distribution
Film exhibition and distribution Business Update Country Screens Locations Malaysia 400 40 Vietnam 108 18 ▪ This segment was affected by the prolonged cinema closures in 2021. Cinemas were opened for 186 days throughout 2021 as a result of enforcement of strict MCO to contain the Covid-19 pandemic.
Slide 18: Film exhibition and distribution (continued)
Film exhibition and distribution (continued) Outlook ▪ With the easing of Covid-19 SOPs and a strong movie line-up in the next 2 quarters, this segment is expected to continue its recovery path in 2022. ▪ Following the completion of the acquisition of the former MBO cinema assets, the expanded GSC c
Slide 19: Environmental engineering and utilities
Environmental engineering and utilities Business Update Completed New projects projects RM87 secured RM212 (Johor & million (Sarawak, Johor million Sarawak) & Kedah) RM360 Tendered RM400 Order book million million projects Page | 18
Slide 20: Environmental engineering and utilities (continued)
Environmental engineering and utilities (continued) Outlook ▪ Continue to focus on replenishing our order book and exploring new project opportunities. Page | 19
Slide 21: Property
Property Business Update Megah Rise Development ▪ Residential - Target Completion, Q2 2022. ▪ Retail Mall - Target Opening, Q4 2022. Page | 20
Slide 22: Property (continued)
Property (continued) Outlook ▪ The Property segment is set to a gradual recovery and we are on target to complete the development of the Megah Rise project in 2nd quarter of 2022. Page | 21
Slide 23: Investment and other operations
Investment and other operations Outlook ▪ Wilmar's performance will continue to contribute substantially to the overall profitability of the PPB Group. Page | 22
Slide 24: Agenda
AGENDA FYE2021 Key Financial Highlights Key Business Updates and Outlook ESG Highlights Page | 23
Slide 25: ESG Highlights
ESG Highlights Upgraded to a 4-star 4 Listed on FTSE4 ESG grading band in Conducted an ESG Established a 5-year Good Index Series the FTSE Bursa gap analysis. sustainability since 2018. roadmap. Malaysia Emas 8,110 kg Invested > RM 7 mil Invested > RM 9 mil ZERO into the community, plastic saved fro
Slide 26: Rise Above Adversity
RISE ABOVE ADVERSITY yY 4
PPB Group Berhad — Shareholder Meeting (November 2025) on 6ix