Malaysian Pacific Industries Bhd. · MYX:MPI

Malaysian Pacific Industries Bhd — Q4 FY2019 Earnings Presentation

13 slides from Malaysian Pacific Industries Bhd's earnings presentation, January 2021

  1. Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q4 FY19

    Malaysian Pacific Industries Berhad Investors’ Briefing Q4 FY19 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation

  2. Slide 2: Q4 FY19 Summary

    Q4 FY19 SUMMARY REVENUE Q4 Sequential Revenue Higher 4% (USD), 5% (RM ), amidst tough times in semiconductor industry globally PAT & EPS Q4 PAT Higher at RM 35.7M Vs RM 21.5M of last quarter. EPS Higher too at 15.82c Vs 8.82c of Q3 CASH Net cash increased to RM 713M vs RM 689M of Q3 FY19 DIVIDEND FY

  3. Slide 3: MPI Group Results at a Glance

    MPI GROUP RESULTS AT A GLANCE Q4 FY19 Q3 FY19 Q4 FY18 Q4 vs Q3 Q4 vs Q4 YTD FY19 YTD FY18 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 345.9 330.1 393.1 5% -12% 1,487.9 1,542.3 -4% PAT 35.7 21.5 48.1 66% -26% 160.0 172.4 -7% PATAMI 30.1 16.8 39.0 79% -23% 128.3 142.5 -10% EPS (sen) 15.82 8.8

  4. Slide 4: MPI Group – Revenue by Geographical Location of Customers

    MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 23.8% YTD FY 2019 ASIA USA 23.8% YTD FY2018 15.2% YTD FY2019 61.0% YTD FY 2019 57.9% YTD FY2018 18.3% YTD FY2018 Differentiation Thru Innovation

  5. Slide 5: Revenue by End User Market

    REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q4 FY19 REVENUE BY END USER MARKET Q3 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

  6. Slide 6: MPI Group – Revenue

    MPI GROUP – REVENUE 110 TRADE WAR 101 100 99 95 95 93 91 90 83 80 80 70 60 50 40 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY1718 FY1819 Differentiation Thru Innovation

  7. Slide 7: 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 RM MIL 50 2.4 60 0.3 49 40 43 75 40 30 0.5 0.4 25 24 47 20 42 20 10 24 24 - - Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q2 Q3 Q4 FY2018 F2019 FY2018 F2019 Differentiation Thru Innovation

  8. Slide 8: Competitive Analysis: PATAMI % Over Last 6 Quarters

    COMPETITIVE ANALYSIS PATAMI % OVER LAST 6 QUARTERS Differentiation Thru Innovation

  9. Slide 9: Competitive Analysis: ROSF Over Last 5 Years

    COMPETITIVE ANALYSIS ROSF OVER LAST 5 YEARS Differentiation Thru Innovation

  10. Slide 10: 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

  11. Slide 11: Business Challenges for Financial Year 2019-2020

    CHALLENGES BUSINESS CHALLENGES FOR FINANCIAL YEAR 2019 - 2020 Differentiation Thru Innovation

  12. Slide 12: Summary

    SUMMARY MPI bounces back, Topline & Bottom line increase by 5% & 66% respectively against last quarter Sales Pipeline is strengthening and we are seeing a steady growth across regions Increasing automation to drive higher quality, Industrial 4.0 is implemented and in execution Trade war is still ong

  13. Slide 13: Thank You!

    THANK YOU! Differentiation Thru Innovation

Malaysian Pacific Industries Berhad — Q4 FY2019 Earnings Presentation on 6ix