Sam Engineering & Equipment (m) Bhd · MYX:SAM

Sam Engineering & Equipment (m) Bhd — Investor Presentation (February 2023)

22 slides from Sam Engineering & Equipment (m) Bhd's investor presentation, Feb 23, 2023

1. Slide 1: Business Update

   SAM Engineering & Equipment (M) Berhad Business Update 23rd February 2023 Proprietary information of SAM, all rights reserved Proprietary Information of SAM 1

2. Slide 2: Safe Harbour

   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 c

3. Slide 3: Overview Re-cap

   Overview Re-cap Proprietary Information of SAM 3

4. Slide 4: Shareholding

   Shareholding Total Number of Shares • 541,589,428 • 3,429 7.98% Number of Public Shareholders 24.21% Public Shareholding Spread • 37.26% 5.07% 0.25% 62.49% SAM Principal Officer & Associates of Directors Individual Nominees Institution Proprietary Information of SAM 4

5. Slide 5: SAM Engineering and Equipment (M) Berhad ("SAMEE")

   SAM Engineering and Equipment (M) Berhad (“SAMEE”) SAMEE Group FY22 Revenue : RM 1.15B Total workforce > 2,000 Proprietary Information of SAM 5

6. Slide 6: SAMEE Factory locations

   SAMEE Factory locations Malaysia Thailand Singapore Special Process Equipment Integration Equipment Integration Sheet Metal Fab Machining Machining Machining Equipment Integration & Machining Machining SAMEE Corporate Machining Proprietary Information of SAM 6

7. Slide 7: Thailand Getting ready for mass production

   Rojana Factories, Ayutthaya Factory 2 – Sheet-Metal fabrication Getting ready for Thailand mass production Factory 1 - Integration Proprietary Information of SAM 77

8. Slide 8: Thailand

   Ban Bueng Factories, Chon Buri Factory 1 – Equipment Manufacturing Thailand Getting ready for mass production Getting ready for mass production in 1H 2023 Proprietary Information of SAM 88

9. Slide 9: Financial Highlights

   Financial Highlights Proprietary Information of SAM 9

10. Slide 10: Revenue Growth

    Revenue Growth RM’ Mil Record Year: FY22 1,200 1,148 1,000 939 COVID CAGR (2007 to 2022) : 14% 874 800 755 620 619 600 531 537 453 452 383 400 303 308 214 179 200 0 07 09 10 11 12 13 14 15 16 17 18 19 20 21 22 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY

11. Slide 11: Financial Highlights

    Financial Highlights Revenue Profit Before Tax RM’ mil CAGR = 16% RM’ mil CAGR = 9% 100.5 1,147.6 1,107.7 99.7 81.8 94.8 89.2 938.7 873.7 72.6 755.0 49.2 62.3 619.0 489.1 895.8 873.4 33.3 104.0 112.1 295.4 95.0 248.4 701.8 39.3 45.6 37.4 459.6 449.6 370.6 -11.6 -5.8 251.8 234.3 -22.2 171.9 FY2018 FY

12. Slide 12: Financial Highlights

    Financial Highlights Profit For The Year/Period Basic Earnings Per Share RM’ mil Sen Annualised 17.15 78.5 79.8 14.52 14.76 75.5 13.94 69.7 12.86 62.9 12.02 59.7 11.04 FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q3 FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q3 FY2023 FY2023 12 Proprietary Information of SAM

13. Slide 13: Financial Highlights

    Financial Highlights Return On Equity Net Gearing 0.55 15.6% Investment in 13.7% 13.9% Thailand & Annualised higher working 12.6% capital 11.4% requirement 9.7% 9.5% 0.26 0.14 0.11 0.12 Net Cash FY2018 FY2019 FY2020 FY2021 FY2022 YTD Q3 FY2023 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Dec-22 13 Proprietary

14. Slide 14: What is happening around the world?

    What is happening around the world? Proprietary Information of SAM 14

15. Slide 15: Global Situations

    Global Situations Risk of aggressive rate hikes triggering a recession Russia-Ukraine Conflict US/ China Rivalry Proprietary Information of SAM

16. Slide 16: Aerospace Market Outlook

    Aerospace Market Outlook Air-travel recovery China abandoned its ‘zero-COVID’ policy Proprietary Information of SAM 16

17. Slide 17: Semiconductor Industry expected to hit $1 Trillion by 2030

    Semiconductor Industry expected to hit $1 Trillion by 2030 Global Megatrend shaping the connected world (1st April 2022) Proprietary Information of SAM 17

18. Slide 18: Short Term downturn, Structural drivers intact

    Short Term downturn, Structural drivers intact SEMI (8 Feb 2023) • Short-term downturn caused by increasing inflation, geopolitical unrest, and lingering effects of the pandemic which contributed to macroeconomic uncertainty, decreased consumer spending, and fluctuations in demand for semiconductors

19. Slide 19: Demand soften in 2023, Recovery expected in 2024

    Demand soften in 2023, Recovery expected in 2024 SEMI (13 Dec 2022) • Global sales of total semiconductor manufacturing equipment by OEMs forecasted to reach $108.5 billion in 2022 (Up 5.9% from 2021) and • Softened to $91.2 billion next year before rebounding in 2024. SEMI 2022 Year-End Total Equip

20. Slide 20: Aerospace Semicon Equipment

    Aerospace Semicon Equipment Supply Chain bottlenecks Weakness in Consumer Electronics Proprietary Information of SAM 20

21. Slide 21: Our Massive Investment in 2022

    Our Massive Investment in 2022 Proprietary Information of SAM 21

22. Slide 22: Thank You

    Thank You Proprietary Information of SAM 22

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