Sam Engineering & Equipment (m) Bhd · MYX:SAM

Sam Engineering & Equipment (m) Bhd — Investor Presentation (November 2022)

18 slides from Sam Engineering & Equipment (m) Bhd's investor presentation, Nov 30, 2022

  1. Slide 1: SAM Engineering & Equipment (M) Berhad

    SAM Engineering & Equipment (M) Berhad 30th November 2022 Proprietary information of SAM, all rights reserved Proprietary Information of SAM 1

  2. Slide 2: Safe Harbour

    Safe Harbour The information contained in this presentation reflect the views and opinions of the management of SAM Engineering & Equipment (M) Berhad (“SAMEE”) with regard to the sources referenced and is part of the group business update. All sources of information are believed to be factual and c

  3. Slide 3: SAM Engineering and Equipment (M) Berhad (SAMEE)

    SAM Engineering and Equipment (M) Berhad (“SAMEE”) Mar FY22 Revenue : RM 1.15b Total workforce > 2,000 Proprietary Information of SAM 3

  4. Slide 4: Our Factory locations

    Our Factory locations Malaysia Thailand Singapore Special Process Integration Integration Machining Machining Machining Integration Sheetmetal Fab Machining Machining Sheetmetal Fab Integration & Machining (SAMEE Corporate) Proprietary Information of SAM 4

  5. Slide 5: Our Growth over the years

    Our Growth over the years RM’ Mil CAGR (2017 to 2022) : 14% 1,200 1,148 COVID-19 1,000 939 874 800 755 Thailand Flood 620 619 600 531 537 453 452 383 400 303 308 214 179 200 0 Note: FY2009 (15 months results due to change in Financial Year End) Proprietary Information of SAM 5

  6. Slide 6: Our Key Strategies

    Our Key Strategies 1. Focus on our core competence • Complex 5-axis machining and System Integration 2. Focus on high value-add and high entry barrier products 3. Achieve critical mass in each business 4. Build complementary businesses to mitigate cyclical risk Proprietary Information of SAM

  7. Slide 7: The stabilizing Effect of our businesses

    The stabilizing Effect of our businesses RM’ Mil 1,148 1,200 Ventured Ventured into into 1,000 aerospace Semicon Frontend 800 Bulk up Divested aerospace 600 non-core low VA products 400 200 179 0 FY2007 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022

  8. Slide 8: Our Transformation

    Our Transformation  A more diversified engineering group with high value products and solutions FY2007 FY2015 FY2020 FY2022 4% 5% 22% 11% * 2% 15% 25% 6% 25% 33% 48% 73% 68% 22% 41% RM 179 Mil RM 452 Mil RM 939 Mil RM 1,148 Mil Back-end Semicon Data Storage Aerospace Front-end Semicon Others Propri

  9. Slide 9: Thailand is Critical to Our Growth

    Thailand is Critical to Our Growth Getting ready for mass production Proprietary Information of SAM

  10. Slide 10: Financial Highlights

    Financial Highlights Proprietary Information of SAM

  11. Slide 11: Financial Highlights

    Financial Highlights Revenue Profit Before Tax RM’ mil CAGR = 16% RM’ mil CAGR = 11% 100.5 1,147.6 99.7 81.8 94.8 938.7 873.7 72.6 755.0 760.5 66.2 49.2 62.3 619.0 489.1 895.8 33.3 104.0 112.1 295.4 248.4 701.8 70.4 613.3 39.3 45.6 37.4 459.6 449.6 370.6 -11.6 251.8 -4.2 -22.2 171.9 147.2 FY2018 FY2

  12. Slide 12: Financial Highlights

    Financial Highlights Profit For The Year/Period Basic Earnings Per Share Annualised RM’ mil Sen 18.64 78.5 79.8 14.52 14.76 75.5 13.94 62.9 12.02 59.7 11.04 50.5 9.32 FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q2 FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q2 FY2023 FY2023 12 Proprietary Information of SAM

  13. Slide 13: Financial Highlights

    Financial Highlights Return On Equity Net Gearing 15.6% 0.39 Annualised 13.7% 13.9% 13.8% 11.4% 9.7% 0.26 6.9% 0.14 0.11 0.12 Net Cash FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q2 FY2023 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Sep-22 13 Proprietary Information of SAM

  14. Slide 14: What is going on in the world?

    What is going on in the world? Proprietary Information of SAM

  15. Slide 15: Global Environments

    Global Environments Recoveries of International Air-travel Bookings “Zero-COVID” policy in China Russia/Ukraine Conflict US/China Rivalry Proprietary Information of SAM 15

  16. Slide 16: Counter-balancing weakness in Consumer Electronics

    Counter-balancing weakness in Consumer Electronics Global Megatrend shaping the connected world Proprietary Information of SAM 16

  17. Slide 17: Extensive Semiconductor Use in Automotive

    Extensive Semiconductor Use in Automotive Proprietary Information of SAM

  18. Slide 18: Thank you

    Thank you the world Proprietary Information of SAM 18

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