Dksh Holdings (malaysia) Bhd. · MYX:DKSH
Dksh Holdings (malaysia) Bhd — FY2025 Earnings Presentation
31 slides from Dksh Holdings (malaysia) Bhd's earnings presentation, Mar 5, 2026
Slide 1: DKSH Q4 2025 Analyst and Investor Presentation
DKSH Q4 2025 Analyst and Investor Presentation Sam Oh Non-Independent Non-Executive Director, DKSH Malaysia Senthilathiban a/l Thirunilakantan Non-Independent Executive Director, DKSH Malaysia March 5, 2026 Delivering Growth – in Asia and Beyond. Page 1
Slide 2: Agenda
Agenda 1. About DKSH Group 2. DKSH Malaysia at a Glance 3. Q4 2025 Results 4. Outlook Page 2
Slide 3: About DKSH Group
1 About DKSH Group Page 3
Slide 4: Delivering Growth for Over 160 Years Across Asia Pacific, Europe, and North America
Delivering Growth for Over 160 Years Across Asia Pacific, Europe, and North America 35 markets 11.1 net sales 2025 (in CHF bn) 26,840 specialists Page 4
Slide 5: Our Story: Enriching People’s Lives
Our Story: Enriching People’s Lives Page 5
Slide 6: Supporting Companies to Grow Their Business: Market Expansion Services
Supporting Companies to Grow Their Business: Market Expansion Services Helping companies to grow their business in new and existing markets Providing business partners with the knowledge, advice, relationships, and on-the-ground logistics to reach their individual growth goals Expanding their access
Slide 7: Our Full Range of Tailored Market Expansion Services
Our Full Range of Tailored Market Expansion Services Omni-Channel Service Portfolio Customers Clients Market Marketing & Distribution & After-Sales Sourcing Insights Sales Logistics Services Backflow of information from customers to clients Page 7
Slide 8: DKSH Malaysia at a Glance
2 DKSH Malaysia at a Glance Page 8
Slide 9: DKSH Malaysia at a Glance
DKSH Malaysia at a Glance Page 9
Slide 10: Three Specialized Business Segments
Three Specialized Business Segments Consumer Goods Healthcare Others • Fast Moving Consumer Goods • Healthcare • Famous Amos • Food Services • Others – overheads Leading the Market Expansion Services industry with tailored solutions across the value chain Page 10
Slide 11: Consumer Goods Segment
Consumer Goods Segment Fast Moving Consumer Goods (FMCG) • Food (Nutritional products, snacks, beverages, dairy etc) • Non-food (Personal care, home care, baby and child care, consumer health etc) • Pet care Food Services • Provide customers high quality ingredients and the latest industry innovatio
Slide 12: #AEONResponsible Suppliers Forum Award 2025
#AEONResponsible Suppliers Forum Award 2025 DKSH Holdings (Malaysia) Berhad was honored as a Collaborative Partner to AEON’s Sustainability Journey Dec 8, 2025 Page 12
Slide 13: New Consumer Goods Business Development Highlights
New Consumer Goods Business Development Highlights TW Kafen Kellanova Sdn Bhd Nestlé Etika Fresh Nutren Milk (Goodday) Page 13
Slide 14: Healthcare Segment
Healthcare Segment Healthcare • Pharmaceuticals • OTC & Consumer Health • Medical Devices Page 14
Slide 15: DKSH and Reckitt Expand Partnership in Malaysia
DKSH and Reckitt Expand Partnership in Malaysia DKSH has entered into a strategic partnership with Reckitt to provide comprehensive commercial and logistics services for its leading consumer health and hygiene portfolio across Malaysia. This partnership builds on DKSH’s existing collaborations with
Slide 16: Others Segment
Others Segment The primary business activity in this segment is the Famous Amos chocolate chip cookie business, specializing in retailing freshly baked cookies and confectionery products. Page 17
Slide 17: Famous Amos Cookies Continuing Journey in the Skies
Famous Amos Cookies Continuing Journey in the Skies Famous Amos x Firefly Since 2019, Famous Amos cookies have been part of Firefly’s in-flight complimentary refreshments. The successful partnership has been renewed for another three years, extending through October 2028, with cookies served on all
Slide 18: Famous Amos Is Now Available In Every State Across Malaysia
Famous Amos Is Now Available In Every State Across Malaysia With the opening of our first outlets in Kota Bharu, Kelantan on November 13, 2025, followed by Kangar, Perlis on December 19, 2025, Famous Amos is now proudly present across all 13 states in Malaysia – a truly exciting milestone for the br
Slide 19: Serving International Clients…
Serving International Clients… Trusted Partner for Well-Known International Brands Consumer Goods: Healthcare: Page 20
Slide 20: …and Local Brands
…and Local Brands Reliable Partner for Asian Brands In Malaysia for Malaysia Page 21
Slide 21: FY2025 Results
3 FY2025 Results Page 22
Slide 22: FY2025 Results
FY2025 Results FY2025 Results Financials Comments (in RM millions) FY2025 FY2024 Change % • Revenue improved by 8.5%, driven by growth from existing and new clients in the Business Units Consumer Goods and Revenue 8,620.0 7,943.4 8.5% Healthcare, as well as growth in FACC retail business. Profit bef
Slide 23: Consumer Goods Segment
FY2025 Results Consumer Goods Segment Financials Comments (in RM millions) FY 2025 FY 2024 Change % • Revenue improved by 8.6% due to growth from existing and new clients Revenue 4,654.3 4,285.2 8.6% Segment profit before • Segment profit increased by 20.8%, primarily driven by revenue 131.2 108.6 2
Slide 24: Healthcare Segment
FY2025 Results Healthcare Segment Financials Comments (in RM millions) FY 2025 FY 2024 Change % • Revenue improved by 8.5%, driven by ongoing growth from existing and newly secured clients Revenue 3,855.5 3,554.9 8.5% Segment profit before • Segment profit increased by 33.1%, primarily driven by rev
Slide 25: Others Segment
FY2025 Results Others Segment Financials Comments (in RM millions) FY 2025 FY 2024 Change % • Revenue increased by 6.8%, driven by revenue growth and outlet expansion Revenue 110.3 103.3 6.8% Segment loss before • Segment loss was mainly due to increase in central overheads (1.7) 0.4 (>100%) cost in
Slide 26: Cash Flows
FY2025 Results Cash Flows Financials Comments (in RM millions) FY 2025 FY 2024 • Higher operating cash flow in-line with the improved performance for the year partially offset by working capital requirements. Net cash flows from operating 112.1 67.4 • Higher investing cash flow is used for capital e
Slide 27: Outlook
4 Outlook Page 28
Slide 28: Outlook 2025
Outlook 2025 • In the face of an uncertain macroeconomic environment, the Group maintains a well-diversified portfolio, and continues to enhance its people’s capabilities, accelerating digitalization, and leveraging automation. • The Groups’ strategy remains on growing existing and securing new busi
Slide 29: Two Market Trends…
Two Market Trends… 1 Growing middle class in Malaysia 2 Trend towards outsourcing Increased spending on value-for-money consumer goods and healthcare products Investments in local infrastructure and industries …boost expansion, consumer/industrial spending as well as MES industry Page 30
Slide 30: We welcome your questions
We welcome your questions Page 31
Slide 31: Thank you for your attention
Thank you for your attention Delivering Growth – in Asia and Beyond. Page 32
DKSH Holdings (Malaysia) Berhad — FY2025 Earnings Presentation on 6ix