Malaysian Pacific Industries Bhd. · MYX:MPI
Malaysian Pacific Industries Bhd — Q3 FY2019 Earnings Presentation
13 slides from Malaysian Pacific Industries Bhd's earnings presentation, 2019
Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q3 FY19
Malaysian Pacific Industries Berhad Investors’ Briefing Q3 FY19 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation
Slide 2: Q3 FY19 Summary
Q3 FY19 SUMMARY REVENUE Q3 Revenue at USD79.9M. First 3Quarters FY19 Vs corresponding 3Quarters FY18 down by 0.7% (US) & 0.6% (RM) PAT & EPS Q3 PAT at RM 21.5M. Q3 FY19 EPS at 8.82c CHALLENGES Trade war is ongoing & customers are shifting business ahead to future quarters. Carsem’s pipeline is intac
Slide 3: MPI Group Results at a Glance
MPI GROUP RESULTS AT A GLANCE Q3 FY19 Q2 FY19 Q3 FY18 Q3 vs Q2 Q3 vs Q3 YTD FY19 YTD FY18 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 330.1 398.2 366.3 -17% -10% 1,142.0 1,149.2 -0.6% PAT 21.5 49.6 31.7 -57% -32% 124.3 124.3 0% PATAMI 16.8 39.2 26.0 -57% -35% 98.3 103.4 -5% EPS (sen) 8.82 2
Slide 4: MPI Group – Revenue by Geographical Location of Customers
MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 24.1% YTD FY 2019 ASIA USA 23.8% YTD FY2018 15.4% YTD FY2019 60.5% YTD FY 2019 57.5% YTD FY2018 18.7% YTD FY2018 Differentiation Thru Innovation
Slide 5: Revenue by End User Market
REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q3 FY19 REVENUE BY END USER MARKET Q2 FY19 Other 1% Other 1% PC / PC / Notebook Notebook 9% 9% Automotive Automotive 32% 32% Consumer / Consumer / Communications Communications 33% 33% Industrial Industrial 25% 25% Differentiation Thru Innovation
Slide 6: MPI Group – Revenue
MPI GROUP – REVENUE REVENUE (USD) INDUSTRY OUTLOOK 110,000 100,883 99,181 UBS, DEC. -4.30% 100,000 92,862 95,131 Objective Analysis, Dec. -5.00% 90,000 79,946 Morgan Stanley, Jan. 80,000 -5.00% USD K$ 70,000 VLSI Research, Jan. -1.00% 60,000 WSTS, March -3.00% 50,000 IC Insights (IC), March -9% 40,0
Slide 7: Competitive Analysis – PATAMI % Over Last 4 Qtrs.
COMPETITIVE ANALYSIS COMPETITIVE ANALYSIS – PATAMI % OVER LAST 4 Qtrs. Differentiation Thru Innovation
Slide 8: MPI Group – Capex
MPI GROUP – CAPEX MPI EBITDA VS CAPEX MPI CAPEX EBITDA Capex Carsem Dynacraft 120 90 106 105 100 80 3.7 100 85 70 78 RM MIL 80 70 60 3.0 RM MIL 2.4 56 50 60 49 0.3 43 40 75 40 30 0.5 25 53 47 20 42 20 10 24 - - Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 FY2018 FY2019 FY2018 F2019 Differentiation Thru Innovation
Slide 9: Carsem Focus Areas with Huge Investments
CARSEM FOCUS AREAS WITH HUGE INVESTMENTS MEMS SENSORS Digitalization Automotive M-SITE RADIO FREQUENCY SUZHOU RF Innovation S-SITE POWER MANAGEMENT Industrial Differentiation Automation Thru Innovation
Slide 10: MPI Strategy
MPI STRATEGY Portfolio Cost Downs Transformation Innovative Products Investments Weeded out low Anticipated the Introduced new products Invested in sensors, margin products coming situation and in key segments : power, automotive & started controlling Automotive (Sensors) industrial. costs Servers A
Slide 11: Outlook 2019: Business Outlook for Financial Year 2019-2020
OUTLOOK 2019 BUSINESS OUTLOOK FOR FINANCIAL YEAR 2019 - 2020 Differentiation Thru Innovation
Slide 12: Summary
SUMMARY MPI stayed flat for the 1st 3 Qtrs in FY19 Vs same Qtrs FY18, despite the softening of worldwide semiconductor industry Automotive segment is strengthening and we are seeing positive traction Industrial 4.0 is implemented and in execution Increasing automation to drive higher quality Trade w
Slide 13: Thank You!
THANK YOU! Differentiation Thru Innovation
Malaysian Pacific Industries Berhad — Q3 FY2019 Earnings Presentation on 6ix