Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Q4 FY2026 Earnings Presentation
21 slides from Sam Engineering & Equipment (m) Bhd's earnings presentation, Jun 3, 2026
Slide 1: Q4 FY2026 Investors' Briefing
Success Always Matters Q4 FY2026 Investors’ Briefing SAM Engineering & Equipment (M) Berhad 3rd JUNE 2026
Slide 2: Safe Harbour
2 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
Slide 3: Agenda
AGENDA 1.Business Outlook 2.Operations Update 3.Q4 FY2026 Financial 4.Q&A SAM Confidential | Success Always Matters 3
Slide 4: 1. Business Outlook
1. Business Outlook SAM confidential
Slide 5: Aerospace Market Outlook
Aerospace Market Outlook Sources: Airbus and Boeing Mar’26 (actual), Forecast International Apr’26 (forecasted) 2500 2500 2101 2133 2165 2164 2165 2150 2145 1930 2000 2000 1754 1606 1535 873 900 931 947 948 947 942 1500 1393 788 1500 1243 1263 731 1141 1114 806 662 380 951 600 1000 528 348 1000 723
Slide 6: Semiconductor Equipment Market Outlook
Semiconductor Equipment Market Outlook CAPEX Versus Fab Capacity CAPEX ($B) K WPQ 300MM EQ (BAR) (LINE) 80 47,000 70 45,000 43,000 60 41,000 50 39,000 40 37,000 30 35,000 33,000 20 31,000 10 29,000 0 27,000 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26F2Q26F Copyright © 2026 TechI
Slide 7: SAMEE Business Outlook
SAMEE Business Outlook First Article of new projects secured during Experiencing cost escalation challenges such FY2026 are in various stages of as freight, consumables, material (non- industrialization: in development, or had been customer pass through), and utilities. approved. Revenue expected to
Slide 8: 2. Operations Update
2. Operations Update SAM confidential
Slide 9: SAM Thailand Update (Rojana and Ban Bueng)
SAM Thailand Update (Rojana and Ban Bueng) BB3 (New) BB2 BB1 Rojana, Ayutthaya Ban Bueng, Chonburi RJ 1 RJ 2 BB 1 BB 2 BB 3 Non-Cleanroom Sheetmetal Machining + Machining + Building Assembly Fabrication Cleanroom Assembly Special Process completed Mass Production Industrialization Phase SAM Confiden
Slide 10: SAM Thailand Update – Ban Bueng 2 (BB2)
SAM Thailand Update – Ban Bueng 2 (BB2) Machines & Special Process Transfer & Installation Factory Q1 2026 Volume Factory Restoration Renovation Production Q1 2023 Product & Process Qualification Q1 26 Q3 2023 Q1 2026 Completed Completed On going Industrializing of SAM Thailand BB2 Completed. Curren
Slide 11: Relocation of Casing Business to Thailand
Relocation of Casing Business to Thailand Thailand Singapore Closed Machines Installation & Transfer BB3 Factory ready 2026 to 2027 Volume Production Dec 2025 Product Qualification 2028 2026 to 2027 Completed SAM Confidential | Success Always Matters 11
Slide 12: 3. Q4 FY2026 Financial
3. Q4 FY2026 Financial SAM confidential
Slide 13: Q4 FY2026 vs Q3 FY2026
Q4 FY2026 vs Q3 FY2026 Group RM’Mil Revenue RM’Mil EBITDA RM’Mil PBT • Revenue and PBT decreased by RM11.9mil and RM8.3mil respectively Equipment 360.0 • Revenue increased by RM23.7mil – stronger 348.1 4.9% 12.4% 2.7% demand from semiconductor customers offset 17.6 with unfavourable foreign exchange
Slide 14: FY2026 vs FY2025
FY2026 vs FY2025 Group RM’Mil Revenue RM’Mil EBITDA RM’Mil PBT • Revenue and PBT decreased by RM39.9mil and RM51.4mil respectively 7.8% 1,480.5 1,440.6 15.5% 115.4 Equipment • Revenue decreased by RM61.1mil – 228.8 4.4% unfavourable foreign exchange translation 12.1% (weakening of the US Dollar) 64.
Slide 15: Revenue & EBITDA
Revenue & EBITDA CAGR = 11% CAGR = 5% SAM Confidential | Success Always Matters 15
Slide 16: Capex & PBT
Capex & PBT SAM Confidential | Success Always Matters 16
Slide 17: Profit for the Year & Basic Earning Per Share
Profit for the Year & Basic Earning Per Share SAM Confidential | Success Always Matters 17
Slide 18: ROE & Net Gearing
ROE & Net Gearing SAM Confidential | Success Always Matters 18
Slide 19: Awards and Recognitions in FY2026
Awards and Recognitions in FY2026 SAM Confidential | Success Always Matters 19
Slide 20: Q&A
Q&A SAM Confidential | Success Always Matters 21
Slide 21: Thank You
Thank You - SUCCESS ALWAYS MATTERS -
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