Oxford Innotech Bhd. · MYX:OXB
Oxford Innotech Bhd — Q2 2026 Earnings Presentation
18 slides from Oxford Innotech Bhd's earnings presentation, Aug 24, 2026
Slide 1: 2Q/1H FY26 Results Briefing
2Q/1H FY26 Results Briefing 24 August 2026 1
Slide 2: Disclaimer
Disclaimer • This presentation may contain forward-looking statements. All statements other than statements of historical facts contained in this presentation including, without limitation, those regarding our financial position, business strategies, plans and objectives of Oxford Innotech Berhad an
Slide 3: Optimising opportunities and eXtending Boundaries
An integrated engineering solutions provider, specialising in: • Precision Engineering Components Solutions Fabricate sheet metal and CNC-machined components, as well as plastic injection moulded products. Optimising opportunities and eXtending Boundaries • Mechanical Assembly Solutions Design and m
Slide 4: Growth Roadmap At A Glance
Growth Roadmap At A Glance 2002 - 2022 2023 - 2024 2025 - 2026 2027 Founded to supply industrial products, Building Momentum Next Phase of Growth expanded into metal fabrication, precision In 2025 – Data Centre CG Solutions (est. 2002) engineering, assembled Strengthening our presence in Positive on
Slide 5: Shareholding & Corporate Structure as at Jul 2026
Shareholding & Corporate Structure as at 31 Jul 2026 Promoters and major shareholders continue to hold a 58.3%-stake post listing. Institutional Public Ng Thean Gin Lee Lai Chan Oh Yen San Teh Teng Wah shareholders shareholders 28.9% 14.7% 8.7% 6.0% 17.8% 23.2% Increased from 9.6% @ July 2025 100.0%
Slide 6: Financials – Results Review
Financials – Results Review 6
Slide 7: 2QFY26 PAT More Than Doubled YoY
2QFY26 PAT More Than Doubled YoY 2QFY25 1QFY26 RM’m (FYE Dec) 2QFY26 YoY chg QoQ chg YoY QoQ Revenue 24.5 17.1 17.8 +43.7% +37.7% GP 7.8 4.9 6.5 +57.4% +19.4% PAT 4.2 1.6 3.3 +162.5% +27.7% Adj. PAT* 4.2 2.0 3.3 +105.8% +27.7% GP Margin 31.7% 28.9% 36.5% +2.8 ppt -4.8 ppt PAT Margin 16.9% 9.3% 18.2%
Slide 8: 1HFY26 PAT Reached 88% of FY25 Core PAT
1HFY26 PAT Reached 88% of FY25 Core PAT Revenue 49.5 92.9 63.2 36.6 42.4 (RM’m) 1HFY26 PAT of RM7.4 million already 15.6 reached 88.6% of FY25 core PAT of RM8.4 million. Strong 1HFY26 performance supported by growing orders from 8.4* customers in the DC, semiconductor 8.0 and E&E industries. 7.1 7.4
Slide 9: Solid Balance Sheet Position
Solid Balance Sheet Position RM’m (FYE Dec) FY25 2QFY26 (audited) (unaudited) TOTAL ASSETS 168.0 172.1 Cash and cash equivalents 54.6 46.6 TOTAL LIABILITIES 40.7 41.0 Pared down borrowings, offset by an increase in trade and other payables. Total borrowings^ 24.8 22.2 TOTAL EQUITY 127.3 131.2 Liquid
Slide 10: IPO Proceeds to Drive Next Phase of Growth
IPO Proceeds to Drive Next Phase of Growth Strengthening our capacities and capabilities to undertake more projects Actual Balance to be Purpose Proposed Utilisation Utilisation Utilised Utilisation of proceeds @ 21 August 2026 RM’m % RM’m RM’m Construction of a new factory 23.1 55.5 - 23.1 Purchase
Slide 11: Business Updates & Outlook
Business Updates & Outlook 11
Slide 12: Qualification Efforts Starting To Bear Fruits
Qualification Efforts Starting To Bear Fruits Jun-Jul 2026 Parts we supplying for Customer P2: OXB has secured 3 purchase orders (“POs”) totalling RM8.8m, to supply precision engineering components for mass flow controllers for the semiconductor industry. 2Q 2025 – May 2026 Jun 2026 Jul 2026 Focused
Slide 13: Semiconductor Segment Enters Execution Phase
Semiconductor Segment Enters Execution Phase FY25 FY26 FY27-28 Order backlog @ June 2026: RM38.9 mil • Penang Science Park Factory 2 Phase 2 under • Linear order momentum construction. from semiconductor – memory customers. • Upon completion, • Focused on securing FAIR manufacturing space will • Pro
Slide 14: Revenue Contribution by Top Customers
Revenue Contribution by Top 5 Customers Growth driven by diverse base of customers: J2, G, P2, M2, C2, H, and SIBS. Expected top 5 contributor: 2022 2023 2024 2025 2026 2027 Sector Customers RM ‘m % RM ‘m % RM ‘m % RM ‘m % Ranking Ranking EDM Holdings 4.4 15.2 Customer A 2.3 7.9 Customer B 3.5 12.1
Slide 15: Sector Exposure
Sector Exposure 2024 2025 2026 (actual) (actual) (estimated) Semiconductor 24.5% 48.1% ~57% Data Centre 0.0% 0.0% ~24% E&E 18.4% 17.2% ~10% MBS 45.5% 16.6% ~3-5% Others 11.5% 18.0% ~3-7% Total 100% 100% 100% • Qualification efforts in FY25 have translated into mass production in FY26, with growing c
Slide 16: Other Key Developments
Other Key Developments Order backlog (RM‘m) Our staff force as of July 2026 Total* 262 264 258 257 256 262 283 38.9 20 Engineers 20 23 21 21 22 22 30.0 174 168 162 162 160 171 187 21.0 18.8 Production 13.8 14.7 Admin 68 73 75 74 74 69 72 Mar-25 Jun-25 Sept-25 Dec-25 Mar-26 Jun-26 Dec-24 Mar-25 Jun-2
Slide 17: Capacity Expansion Plans – PSP Factory (Phase 2)
Capacity Expansion Plans – PSP Factory 2 (Phase 2) Construction began in June 2026, with completion slated for second half of 2027. Existing Manufacturing Areas PSP Factory 2 (Phase 2) Manufacturing Area = 203k 50 % 135k sq. ft. 68k sq. ft. sq. ft. Increase in capacity upon commencement of operation
Slide 18: THANK YOU
THANK YOU For queries, please contact Evon at evon@capitalfront.biz 18
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