Scientex Bhd. · MYX:SCIENTX

Scientex Bhd — FY2024 Earnings Presentation

26 slides from Scientex Bhd's earnings presentation, Sep 24, 2024

  1. Slide 1: Powered by Twin Engines: FY24 Corporate Update & Financial Results

    (Company No.: 7867-P) Powered by Twin Engines Corporate Presentation FY24 Corporate Update & Financial Results 24 September 2024 IR Adviser

  2. Slide 2: Financial Performance

    Powered by Twin Engines FINANCIAL PERFORMANCE

  3. Slide 3: Revenue Performance

    Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Record high revenue in FY2024 driven by increased property development contribution…packaging maintained resilient ❖ FY24 packaging revenue decreased 1.2% yoy amid challengin

  4. Slide 4: Profit Performance

    Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Operating profit growth driven by strong property development contribution… packaging performance sustained Operating profit by segment ❖ FY24 operating profit rose 24.9% yoy

  5. Slide 5: Cash Flow

    Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Maintained strong operating cashflow from twin-core businesses… continued investments for long term growth Net cash from operations Net cash used in investing activities FY23

  6. Slide 6: Income Statement Summary

    Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix FY2024 results on strong footing with record revenue and net profit… 4Q24 4Q23 Change RM'mil FY24 FY23 Change Remarks 1,168.3 1,071.5 9.0% Revenue 4,475.6 4,076.9 9.8% 177.2

  7. Slide 7: Balance Sheet (Highlights)

    Financial Highlights Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Robust balance sheet with healthy net gearing of 0.18x… As at As at Balance Sheet (RM ‘000) Remarks 31.07.2024 31.07.2023 Property, Plant & Equipment 1,524,044 1,558,202 Othe

  8. Slide 8: Packaging Review

    Powered by Twin Engines PACKAGING REVIEW

  9. Slide 9: Segment Performance: Packaging

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Packaging performance largely sustained in FY2024 despite challenging market… Operating Operating Profit Revenue Profit Operating Profit Margin Revenue Overseas (by geography) Ma

  10. Slide 10: Operations Review: Packaging

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Packaging quarterly revenue increased... operating profit remained amidst competitive environment Revenue Operating Profit (Quarterly) (Quarterly) 678.1 692.8 749.7 740.8 716.0 6

  11. Slide 11: Operations Review: Packaging

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Investing in state-of-the-art cutting-edge technology to cater for a diverse range flexible packaging requirements… Co-extrusion Tandem Coating/Lamination Line for liquid and pas

  12. Slide 12: Operations Review: Packaging

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Integrating sustainability into our operations… reducing emissions and energy costs while boosting our competitive edge • Undergoing installation of solar PV system at 10 manufac

  13. Slide 13: Growth Strategies: Packaging

    Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Scientex a leader in innovative packaging solutions… supporting customers’ sustainability goals • Leader in innovation and development of flexible plastic packaging (FPP) solutions; providing val

  14. Slide 14: Growth Strategies: Packaging

    Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Continuously driving innovation in sustainable packaging solutions… Recyclable-Ready Packaging Resource Efficiency Packaging with PIR/PCR content Contributing to a Circular Plastic Economy Scient

  15. Slide 15: Property Development Review

    Powered by Twin Engines PROPERTY DEVELOPMENT REVIEW

  16. Slide 16: Segment Performance: Property Development

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Property division records double-digit growth on strong demand for affordable homes and steady construction progress… Revenue Operating Profit Operating Profit (Annual) (Annual)

  17. Slide 17: Operations Review: New Property Launches

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Launched third affordable homes project in Selangor to meet growing market demand... Launched maiden Jenjarom projects (251-acre) 2-Storey Shop Office 2-Storey Terrace House Laun

  18. Slide 18: Operations Review: New Property Launches

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Launched first phase of Cheras project comprising shop offices... future phases of the 139-acre project to feature affordable homes Launched maiden Cheras project (139-acre) 2-St

  19. Slide 19: Operations Review: Previous Land Acquisitions

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Scientex taking advantage of landbanking opportunities to meet market demands... Kundang Jaya, Selangor Muar, Johor Bestari Jaya, Selangor Land Size 40 acres Land Size 1,094 acre

  20. Slide 20: Operations Review: Recent Land Acquisitions

    Financial Highlights Financial Highlights OperationsReview Operations Review Growth Strategies Investment Merits Appendix Scientex taking advantage of landbanking opportunities to meet market demands... Jawi, Penang Pulai 4, Johor Announcement Date 24 May 2024 Announcement Date 10 June 2024 Land Siz

  21. Slide 21: Growth Strategies: Property Development

    Financial Highlights Financial Highlights Operations Review Growth GrowthStrategies Strategies Investment Merits Appendix Continuing to expand landbank via cross-border growth strategy... Completed in FY2024 (842 acres) Peninsular Malaysia As at Current 1 Jenjarom, Selangor: 251 acres, RM207.6 mil F

  22. Slide 22: Growth Strategies: Property Development

    Financial Highlights Financial Highlights Operations Review Growth GrowthStrategies Strategies Investment Merits Appendix Aiming to provide quality, reasonably priced homes to meet Malaysia’s growing need for affordable housing… Vision 2028 Growth Strategies ❖ To deliver 50,000 affordable ❖ Implemen

  23. Slide 23: Investment Merits

    Powered by Twin Engines INVESTMENT MERITS

  24. Slide 24: Investment Merits

    Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Twin growth engines with further potential to expand... attractive proxy to the burgeoning packaging sector and Malaysia’s affordable property market Regional leader in total solutions for packag

  25. Slide 25: Dividend History

    Financial Highlights Financial Highlights Operations Review Growth Strategies Investment Merits Appendix Total dividends of 12 sen in respect of FY2024… RM’m Dividend History 74.0% 49.2% 48.0% 49.8% 52.1% 36.6% 36.1% 35.9% 31.4% 35.4% 34.1% 28.7% 28.8% 32.1% 33.4% 31.7% 30.7% 30.2% 33.7% 30.9% 30.4%

  26. Slide 26: Thank You

    Powered by Twin Engines Thank You Contacts: • Ms. Choo Pooi Luen plchoo@scientex.com.my T: 03-5524 8888/03-5519 1325 • Mr. Tay Tze Yi tayty@aquilas.com.my T: 03-2711 1391

Scientex Berhad — FY2024 Earnings Presentation on 6ix