Ppb Group Bhd. · MYX:PPB

Ppb Group Bhd — Shareholder Meeting (November 2025)

27 slides from Ppb Group Bhd's shareholder meeting presentation, November 2025

  1. Slide 1: PPB Group Berhad 56th Annual General Meeting

    PPB GROUP BERHAD 56th ANNUAL GENERAL MEETING Presented by : LIM SOON HUAT YAP CHOI FOONG Group Managing Director Group Chief Financial Officer Page | 0

  2. 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

  3. Slide 3: Agenda

    AGENDA FY2024 Performance Highlights Overview of Financial Results Key Business Performance Review Business Outlook & Key Priorities ESG Highlights Page | 2

  4. Slide 4: FY2024 Performance Highlights: Revenue, Profit before taxation, Net profit

    FY2024 Performance Highlights Revenue Profit before taxation Net profit RM’billion RM’billion RM’billion 1.60 1.60 5.80 5.72 -6% 1.49 -10% -13% 5.60 1.39 1.40 1.33 1.40 5.39 5.40 1.22 1.20 1.20 5.20 5.00 1.00 1.00 FY2023 FY2024 FY2023 FY2024 FY2023 FY2024  Revenue decreased by 6% to RM5.4 billion,

  5. Slide 5: FY2024 Performance Highlights: EPS, Shareholders' funds, Net assets per share

    FY2024 Performance Highlights Earning per share (EPS) Shareholders’ funds Net assets per share sen RM’billion RM 102.8 102.6 102.4 102.2 98.0 -13% -2% 19.1 -2% 102.0 101.8 101.6 101.4 101.2 101.0 100.8 100.6 100.4 100.2 100.0 99.8 99.6 99.4 99.2 99.0 98.8 98.6 98.4 98.2 98.0 97.8 97.6 97.4 97.2 97.0

  6. Slide 6: Dividend

    Dividend sen 50 46 120% 45 42 42 40 40 100% 35 16 35 80% 30 25 28 30 30 60% 25 20 22 40% 15 10 30 20% 5 8 10 12 12 12 - 0% FY2020 FY2021 FY2022 FY2023 FY2024 Interim Final Special Total  A final cash dividend of 30 sen per share is proposed in this meeting.  Together with the interim dividend of 1

  7. Slide 7: Agenda

    AGENDA FY2024 Performance Highlights Overview of Financial Results Key Business Performance Review Business Outlook & Key Priorities ESG Highlights Page | 6

  8. Slide 8: Overview of financial results (Y-o-Y) - Revenue

    Overview of financial results (Y-o-Y) - Revenue RM’million - 6% 5,900.00 5,800.00 5,721 23 17 5,700.00 5,600.00 5,500.00 5,386 5,400.00 307 65 5,300.00 2 5,200.00 5,100.00 5,000.00 Consumer… Film exhibition Consumer Grain Grainsand and… Property Other… Other FY2023 products Film… & distribution agri

  9. Slide 9: Overview of financial results (Y-o-Y) - Profit before taxation

    Overview of financial results (Y-o-Y) - Profit before taxation RM’million 2,200 - 10% 2,000 1,800 91 124 1,600 1,488 1,332 1,400 1,200 1,000 345 19 6 1 800 600 400 200 - FY2023 Grains Grainand and… Film exhibition Other Other… Consumer Property Unallocated FY2024 FY2023 agribusiness & distribution F

  10. Slide 10: Agenda

    AGENDA FY2024 Key Financial Highlights Overview of Financial Results Key Business Performance Review Business Outlook & Key Priorities ESG Highlights Page | 9

  11. Slide 11: Major Segments at a Glance: Grains and agribusiness

    Major Segments at a Glance Grains and Segment revenue (RM’000) agribusiness 2024 2023 Change 3,948,675 4,255,957 7% Flour milling and manufacturing of animal feed, wheat & maize trading, Segment profit (RM’000) production of 2024 2023 Change day-old-chicks, eggs & other related downstream activities

  12. Slide 12: Major Segments at a Glance (continued): Consumer products

    Major Segments at a Glance (continued) Consumer Segment revenue (RM’000) products 2024 2023 Change 784,241 761,035 3% Marketing and distribution of edible oils & consumer products, Segment profit (RM’000) production and distribution of frozen food & bakery products 2024 2023 Change 6,454 25,927 75%

  13. Slide 13: Major Segments at a Glance (continued): Film exhibition and distribution

    Major Segments at a Glance (continued) Film exhibition Segment revenue (RM’000) and distribution 2024 2023 Change 587,056 570,269 3% Segment loss (RM’000) Exhibition and distribution of 2024 2023 Change movies & content 3,660 (120,400) >100%  Revenue improved by 3% to RM587 million.  51% market sh

  14. Slide 14: Major Segments at a Glance (continued): Property

    Major Segments at a Glance (continued) Segment revenue (RM’000) Property 2024 2023 Change 52,179 117,483 56% Letting of commercial properties and Segment profit (RM’000) development of residential & 2024 2023 Change commercial properties 11,520 17,400 34%  Revenue decreased by 56% to RM52 million,

  15. Slide 15: Major Segments at a Glance (continued): Other operations

    Major Segments at a Glance (continued) Segment revenue (RM’000) Other operations 2024 2023 Change 13,736 15,949 14% Segment profit (RM’000) Contributed mainly by 18.8% associate, Wilmar International 2024 2023 Change Limited (“Wilmar”), one of Asia’s 1,025,698 1,370,722 25% largest integrated agribu

  16. Slide 16: Agenda

    AGENDA FY2024 Key Financial Highlights Overview of Financial Results Key Business Performance Review Business Outlook & Key Priorities ESG Highlights Page | 15

  17. Slide 17: Business Outlook

    Business Outlook Rising uncertainties in our operating landscape 1 Heightening tariff environment 2 Rising operating costs 3 Changing consumer preferences Page | 16

  18. Slide 18: Segment Business Outlook & Key Priorities: Grains and agribusiness

    Segment Business Outlook & Key Priorities Grains and agribusiness  Confident to navigate and manage the ongoing challenges in the global grain market, including adverse weather conditions in key grain-producing regions, evolving government policies, shifting trade dynamics and economic pressures. 

  19. Slide 19: Segment Business Outlook & Key Priorities: Consumer products

    Segment Business Outlook & Key Priorities Consumer products  Continue to expand product range and strengthen market presence to enhance distribution efficiency.  Supported by well-established distribution network, robust logistics infrastructure, and resilient household spending in Malaysia, we ex

  20. Slide 20: Segment Business Outlook & Key Priorities: Consumer products

    Segment Business Outlook & Key Priorities Consumer products  New products launched recently: Page | 19

  21. Slide 21: Segment Business Outlook & Key Priorities: Film exhibition and distribution

    Segment Business Outlook & Key Priorities Film exhibition and distribution  Expect improved performance supported by a good line-up of movies releases particularly local titles which drive steady recovery in moviegoing interest.  With the positive trend, combined with the management’s effort, this

  22. Slide 22: 1H2025 Movie Line-up

    1H2025 MOVIE LINE-UP CLOSE UR KOPITIAM KELUANG MAN MEGAN 2.0 PENGANTIN IBLIS CREATION PABRIK GULA EJEN ALI 2 NE ZHA 2 ELIO OF GODS II VIDAAMUYARCHI MISSION BLOOD IMPOSSIBLE – THE HOW TO TRAIN GAME OF LIFE MICKEY 17 BROTHERS YOUR DRAGON FINAL RECKONING CAPTAIN AMERICA: BRAVE MONEY GAME NEW WORLD SNOW

  23. Slide 23: 2H2025 Movie Line-up

    2H2025 MOVIE LINE-UP LOCAL MOVIES MARTABAT: THE ORIGINAL MISIBERDARAH BADAK POLIS EVO 4 GANGSTER MARTABAT: BADAK MISIDERDARAH FANTASTIC FOUR MICHAEL WICKED: FOR GOOD SUPERMAN: LEGACY KHAWARIJ MORTAL KOMBAT 2 ZOOTOPIA 2 PAPA PIPI JURASSIC THE BAD THE CONJURING: PREDATOR: WORLD REBIRTH GUYS 2 LAST RIT

  24. Slide 24: Segment Key Priorities: Property; Business Outlook: Other operations

    Segment Key Priorities Property  Intensify Asset Enhancement Initiatives to drive mall footfall and improve customers’ experience. Segment Business Outlook Other operations  Wilmar's performance will continue to contribute substantially to the overall profitability of the Group. Page | 23

  25. Slide 25: Agenda

    AGENDA FY2024 Key Financial Highlights Overview of Financial Results Key Business Performance Review Business Outlook & Key Priorities ESG Highlights Page | 24

  26. Slide 26: Key Sustainability Highlights

    Key Sustainability Highlights Completed 6 MWp 5.2 mil kWh Revised of solar projects, from solar materiality matrix total investment energy with an and conducted close to RM15 mil estimated 4,000 climate risk at eight locations. tCO 2e avoided. assessment. FY2023: 4 MWp; RM11 mil FY2023: 3.7 mil kWh

  27. Slide 27: Thank You

    Thank You Page | 26

PPB Group Berhad — Shareholder Meeting (November 2025) on 6ix