Vstecs Bhd. · MYX:VSTECS
Vstecs Bhd — Q2 FY2026 Earnings Presentation
11 slides from Vstecs Bhd's earnings presentation, May 14, 2026
Slide 1: Vstecs Berhad 2Q FY2026 Results Briefing
VSTECS BERHAD 2Q FY2026 RESULTS BRIEFING ACTIVATING THE DIGITAL FUTURE
Slide 2: Highlights & Summary
HIGHLIGHTS & SUMMARY Delivered another quarter of strong growth supported by broad-based demand across all segments. 01 02 03 04 REVENUE STRONG BUSINESS CORPORATE SCALE YOY GROWTH MOMENTUM UPDATES 1B 3rd consecutive Revenue RM1.08b Double-digit revenue 2 for 1 bonus issue quarter of revenue (+32%) &
Slide 3: ICT Distribution
ICT DISTRIBUTION 2Q FY2026 REVENUE CONTRIBUTION TO RM mil 416.2 GROUP REVENUE 348.1 +20% 39% 2Q FY2025 2Q FY2026 PERFORMANCE UPDATES OUTLOOK & RISKS 20% YoY growth as volumes remained elevated Economic uncertainties remains key risk despite price increases Retail partners stocking up ahead of furthe
Slide 4: Enterprise Systems
ENTERPRISE SYSTEMS 2Q FY2026 REVENUE CONTRIBUTION TO RM mil 567.0 GROUP REVENUE 52% 387.7 +46% 2Q FY2025 2Q FY2026 PERFORMANCE UPDATE OUTLOOK & RISKS Leadtime & component price increase (+150%) Public sector orders remain high, contributing caused temporary enterprise project delays approximately 60
Slide 5: ICT Services
ICT SERVICES 2Q FY2026 REVENUE CONTRIBUTION TO RM mil 95.1 GROUP REVENUE 83.1 +14% 9% 2Q FY2025 2Q FY2026 PERFORMANCE UPDATE OUTLOOK & RISKS Cloud subscription yields lower margins Increasing contribution from cloud subscription and cloud services Cloud subscription will reach 50% of segment revenue
Slide 6: 2Q FY2026 Financial Summary
2Q FY2026 FINANCIAL SUMMARY REVENUE (RM mil) GROSS PROFIT (RM mil) NET PROFIT (RM mil) 1,078.2 1,046.9 9% 11% 818.9 63.8 56.4 12% 10% 52% 49.7 13% 52% 30.3 18% 47% 67% 22.9 20.2 66% 61% 43% 37% 39% 21% 21% 21% 2Q FY2025 1Q FY2026 2Q FY2026 2Q FY2025 1Q FY2026 2Q FY2026 2Q FY2025 1Q FY2026 2Q FY2026
Slide 7: 6M FY2026 Financial Summary
6M FY2026 FINANCIAL SUMMARY REVENUE (RM mil) GROSS PROFIT (RM mil) NET PROFIT (RM mil) 2,125.1 10% 120.2 1,510.5 13% 53.2 96.6 13% 52% 17% 37.9 46% 66% 62% 38% 41% 21% 21% 6M FY2025 6M FY2026 6M FY2025 6M FY2026 6M FY2025 6M FY2026 YoY +41% YoY +24% YoY +40% ICT Distribution Enterprise Systems ICT S
Slide 8: Financial Ratios
FINANCIAL RATIOS Borrowings (RM mil) & Gross Gearing (%) 20% Returns on Equity (%) 18% 18% 90.0 8.6% 10.5% 19% 10.0% 80.0 4.1% 18% 70.0 0.9% 63.0 5.0% 17% 16% 60.0 0.0% 16% 50.0 15% 15% 39.2 -5.0% 40.0 14% 30.0 23.5 -10.0% 13% 20.0 12% 4.4 -15.0% 11% 10.0 - -20.0% 10% FY2023 FY2024 FY2025 6M FY2026
Slide 9: The Future of AI Is to Own It
THE FUTURE OF AI IS TO OWN IT AI is moving from the data centre to your desk and office We are positioned to benefit from this massive opportunity. Enterprise AI Personal AI Agents AI PCs & Notebooks Infrastructure Train, run, fine tune large AI models Digital twin & PA executing tasks AI model runs
Slide 10: Physical AI
PHYSICAL AI The Next Frontier of AI is the Real World. As AI moves into machines, hardware and infrastructure opportunities are emerging for VSTECS. Manufacturing Repetitive work Patrolling & service Danger zones Smart Automation for Taking on repetitive Humanoids can Machines can take production ta
Slide 11: Thank You
THANK YOU ACTIVATING THE DIGITAL FUTURE https://www.vstecs.com.my/