Kym Holdings Bhd. · MYX:KYM
Kym Holdings Bhd — Shareholder Meeting (July 2026)
14 slides from Kym Holdings Bhd's shareholder meeting presentation, Jul 9, 2026
Slide 1: 44th Annual General Meeting 9 July 2026
KYM HOLDINGS BHD . 44th Annual General Meeting 9 July 2026 Presented by: Darren Lee Chief Executive Officer
Slide 2: Financial Highlights
KYM HOLDINGS BHD. Financial Highlights
Slide 3: Financial Highlights: Revenue, EBITDA, PBT and EPS
Financial Highlights Revenue by Division (RM mil) EBITDA (RM mil) 120.4 23% 101.1 82.8 22% 84.9 80.8 19% 22% Carton Box 33% 19.7 20.5 Multiwall Industrial 77% 13.2 78% 81% 10.2 Paper Sacks 67% 78% 8.2 Revenue by Geographical Segments Profit/(Loss) Before Tax (RM mil) & EPS (Sen) 10.2% 7.7% 7.1% 8.57
Slide 4: Financial Highlights: Shareholders' Fund, Borrowings, ROCE
Financial Highlights Shareholders' Fund (RM mil) Total Borrowings (RM mil) & Gearing Ratio (times) 0.37 112.0 113.9 114.9 0.29 98.0 88.3 0.16 33.0 0.13 28.7 0.10 17.5 14.5 11.1 Net Assets Per Share (RM) Return on Capital Employed (ROCE) 11.82% 11.22% 0.73 0.75 0.75 0.65 0.59 5.97% 3.34% 1.56% FY2022
Slide 5: Current State
kK Current State 15.0 13.1 10.0 GE g 4.3 3.6 3.6 z= 5° 0.6 a 1.9 10 = 0.0 = -_ — - = — = -5.0 -1.6 29712 -0.9 -1.1 “10.0 “85 8.8 -15.0 N ~m + w wo Ln io) a oO a N ~m + w wo a a a a a a a a N N N N N N N pa a a a i i a zaeerrrrerrrrererree Fy21 | Fy22 | Fy23 | FY24 | FY25 = -1.3% 4.0% 9.1% 11.7% 1.7%
Slide 6: Strategies
Strategies Project Synergy Packaging as a Service (PaaS) Capital Restructuring Strategic Value Drivers Venture-Driven Growth
Slide 7: Key Sustainability Highlights
Key Sustainability Highlights Carbon Footprint Responsible Sourcing Our Corrugated Carton Box division obtained the FSC Chain of Custody certification, strengthening our ESG Rating commitment to responsible sourcing. Scoring improved to 3.2 in Beranang Plant Tapah plant 2025, from 2.2 in 2024 Waste
Slide 8: Questions from Minority Shareholders Watch Group and Answers
KYM HOLDINGS BHD. Questions from Minority Shareholders Watch Group and Answers
Slide 9: Operating & Financial Matters: Pricing pressure and market share
Operating & Financial Matters 1. The Group has consistently cited pricing pressure and competitive market conditions as the primary reasons for reducing average selling prices in recent years. Given that revenue of Multiwall Industrial Paper Sacks division declined to RM63,066 million in FY2026 (FY2
Slide 10: Operating & Financial Matters: Carton Box division profitability
Operating & Financial Matters 2. The Carton Box division recorded an 8.2% increase in revenue in FY2026, to RM17.687 million (FY2025: RM16.348 million) following the successful renewal of several key tenders. However, the division’s loss before tax (“LBT”) widened to RM0.743 million (FY2025: RM0.266
Slide 11: Operating & Financial Matters: Competitive advantages
Operating & Financial Matters 3. The Group stated that it focused on strengthening resilience and long-term competitiveness rather than engaging in aggressive price-driven competition. (Page 9 of AR2026). Given the persistent pricing pressure across both business segments, what specific competitive
Slide 12: Operating & Financial Matters: Operating cash flow and inventory
Operating & Financial Matters 4. The Group generated RM15.3 million operating cash flow in FY2026 (Page 11 of AR 2026) despite recording only RM1.2 million profit before tax, mainly due to a RM8.7 million reduction in inventories. (a) Has the Group adopted a structurally lower inventory holding stra
Slide 13: Operating & Financial Matters: Packaging-as-a-Service model
Operating & Financial Matters 5. The Group highlighted the advancement of Packaging-as-a-Service (“Paas”) model to deepen customer collaboration and create longer-term revenue opportunities. (Page 12 of AR 2026) (a) What was the revenue contribution from PaaS-related offerings in FY2026? (b) What ke
Slide 14: KYM Holdings Bhd.
<| KYM HOLDINGS BHD.