Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Corporate Update (August 2016)
22 slides from Sam Engineering & Equipment (m) Bhd's corporate update, Aug 17, 2016
Slide 1: Welcome
SAM Engineering & Equipment (M) Berhad Welcome 17* Aug 2016
Slide 2: The Management Team
The Management Team Strictly Private & Confidential Aug 2016 Jeffrey Goh Jeffrey See Tan Guan Thong Ho Pon Chow CEO Ops Director, COO VP SAMEE SAM Precision & Tooling SAM Group SAM Precision and Meerkat Precision Helen Teo Ng Boon Keat Yap Han Lin Lim Kean Thye CFO COO Ops Director GM SAM Meerkat SAME
Slide 3: Our performance since taking over in 2008
Our performance since taking over in 2008 Strictly Private & Confidential Aug 2016 RM’m RM’m 700 70 600 Revenue 60 PAT 500 50 400 40 300 30 200 20 100 10 0 0 -10 RM’m % 30 20 Capex ROE 25 15 20 10 15 10 5 5 0 0 -5 -10 SAM Engineering & Equipment Update
Slide 4: Our Journey since 2008
Our Journey since 2008 Strictly Private & Confidential Aug 2016 Injecting Aerospace Business to mitigate revenue volatility RM700 mil RM600 mil RM500 mil 54% RM400 mil RM300 mil RM200 mil 46% RM100 mil RM0 mil FY2008/09 FY2009/10 FY2010/11 FY2011/12 FY2012/13 FY2013/14 FY2014/15 FY2015/16 Equipment
Slide 5: The Transformation: Exit Non-Core Business
The Transformation Strictly Private & Confidential Aug 2016 Exit Non-Core Business Tool Cabinet Plastic Injection Moulding SAM Engineering & Equipment Update
Slide 6: The Transformation: First Aero-engine Case in Malaysia
The Transformation Strictly Private & Confidential Aug 2016 First Aero-engine Case in Malaysia Fan Casing CFM56-7 Engine for the Boeing 737 Aircra8 v Highly precise measurements v High tolerance to temperature and pressure requirements v Cri\cal failure component SAM Engineering & Equipment Update 6
Slide 7: The Transformation: Acquisition of Aero-engine Case Business
The Transformation Strictly Private & Confidential Aug 2016 Acquisition of Aero-engine Case Business Compressor & Combustor Cases Aircraft Applications Airbus A320ceo, A320neo, A330, A340, A380 Boeing B737, B737Max, B747-8, B767, B777, B787 Embraer 170/175, 190/195 Bombardier CRJ 700/900, Learjet 60
Slide 8: The Transformation: Higher Value Equipment Integration
The Transformation Strictly Private & Confidential Aug 2016 Higher Value Equipment Integration SAM Engineering & Equipment Update
Slide 9: The Transformation: Front End Semicon Equipment
The Transformation Strictly Private & Confidential Aug 2016 Front End Semicon Equipment Wafer Fab Chamber Assembly SAM Engineering & Equipment Update
Slide 10: Today
Today Strictly Private & Confidential Aug 2016 More diversified products that are 100% export FY2009 FY 2016 RM158m RM620m 9% 5% 25% 25% 75% 54% Back-end Semicon Data Storage Aerospace Front-end Semicon SAM Engineering & Equipment Update
Slide 11: Our Factories
Our Factories Strictly Private & Confidential Aug 2016 Malaysia – Penang Suppor\ng Thailand – Ayu*aya Aerospace Business Singapore SAM Engineering & Equipment Update
Slide 12: Global Aerospace Customers
Global Aerospace Customers Strictly Private & Confidential Aug 2016 SAM Engineering & Equipment Update
Slide 13: Global Equipment Customers
Global Equipment Customers Strictly Private & Confidential Aug 2016 SAM Engineering & Equipment Update
Slide 14: New Aerospace Product
New Aerospace Product Strictly Private & Confidential Aug 2016 Prismatic Parts Airbus 350, Boeing 787 & Bombardier C-Series Aircraft Projected order backlogs RM0.3b SAM Engineering & Equipment Update 14
Slide 15: New Aerospace Product
New Aerospace Product Strictly Private & Confidential Aug 2016 Airbus 320neo Nacelle Beam (Hinge) Nacelle Beam (Latch) Projected order backlogs RM0.52b 15 SAM Engineering & Equipment Update
Slide 16: New Aerospace Product
New Aerospace Product Strictly Private & Confidential Aug 2016 Expand capability into turbine section Today’s Capability HPT cases (Alu, Stainless Steel, Titanium, Inconel 718) (Inconel 718 Plus) Fan Compressor & Turbine Cases Combustor Cases Cases NEW Air Flow Projected order backlogs RM0.17b SAM E
Slide 17: New Front End Equipment Product
New Front End Equipment Product Strictly Private & Confidential Aug 2016 Wafer Processing Equipment Projected steady state revenue/year RM8m SAM Engineering & Equipment Update
Slide 18: Huge Aerospace Business Order Book
Huge Aerospace Business Order Book Strictly Private & Confidential Aug 2016 Projected Contractual Backlogs > RM 3.5 billions Expect to invest another RM100 million in the next 2 years to increase production capacity SAM Engineering & Equipment Update
Slide 19: Going Forward
Strictly Private & Confidential Aug 2016 Going Forward SAM Engineering & Equipment Update
Slide 20: The Crossover Project
The Crossover Project Strictly Private & Confidential Aug 2016 To cross over the RM1 billion revenue serving major global OEMs in key industries SAM Engineering & Equipment Update
Slide 21: The Crossover Project
The Crossover Project Strictly Private & Confidential Aug 2016 Growth through expansion and opportunistic Acquisition with Aerospace business as the key driver RM1 billion Organic 20% Acquisi\on RM620 mil RM531 mil RM453 mil RM452 mil 80% RM383 mil RM308 mil RM303 mil RM158 mil FY2008/09 FY2009/10 F
Slide 22: Q&A
Strictly Private & Confidential Aug 2016 Q&A SAM Engineering & Equipment Update
SAM Engineering & Equipment (M) Berhad — Corporate Update (August 2016) on 6ix