Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Q2 FY2026 Earnings Presentation
23 slides from Sam Engineering & Equipment (m) Bhd's earnings presentation, Nov 19, 2025
Slide 1: Q2 FY2026 Investors' Briefing
SAM Engineering & Equipment (M) Berhad Q2 FY2026 Investors’ Briefing 19th November 2025 Proprietary Information of SAM 1
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
Slide 3: Agenda
AGENDA 1. Business Outlook 2. Operations Update 3. Q2 FY2026 Financial 4. Q&A Proprietary Information of SAM 3
Slide 4: Business Outlook
BUSINESS OUTLOOK Proprietary Information of SAM 4
Slide 5: Aerospace Market Outlook
Aerospace Market Outlook Actual Deliveries Forecasted Deliveries 2500 2500 2044 2016 2019 2005 2008 1984 1949 2000 1790 2000 10 months YTD 1606 1567 834 813 819 831 835 837 1500 1365 821 1500 1243 1263 765 1141 1114 1075 806 678 380 951 569 1000 528 348 1000 723 480 493 340 157 1210 1203 1200 1174 1
Slide 6: Aerospace Industry Update – Aircraft Monthly Production Plan
Aerospace Industry Update – Aircraft Monthly Production Plan Oct 2025 Airbus’ Plan Airbus Target Actual 2026 2027 2028 beyond A220 6–8 7 12 NA NA Airbus and Boeing A320neo 50 58 NA 751 NA make updates to A350 6 5 10 NA 12 increase production 1 Oct 2025 Mobile (USA) and Tianjin expansion to support t
Slide 7: Semiconductor Market Update
Semiconductor Market Update Source: Semi, 8 Oct‘25 Worldwide 300mm fab equipment spending is expected to surpass $100 billion in 2025, growing 7% to $107 billion. SEMI projects investment will increase 9% to $116 billion in 2026, 4% to $120 billion in 2027, and 15% to $138 billion in 2028 Proprietar
Slide 8: New Business Update
New Business Update 1. SECURED 2 NEW FRONT-END EQUIPMENT CUSTOMERS Non-US based customers to mitigate existing US-centric customer base 2. RECOVERY OF HARD DISK DRIVE BUSINESS Received purchase order for delivery in FY27 3. SECURED HI-POWER SYSTEM LEVEL TEST EQUIPMENT Received purchase order for del
Slide 9: Operations Update
OPERATIONS UPDATE Proprietary Information of SAM 9
Slide 10: 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 + (Under Assembly Fabrication Cleanroom Assembly Special Process Construction) Mass Production Industrialization Phase / Under Co
Slide 11: SAM Thailand Update – BB2
SAM Thailand Update – BB2 Machines & Special Process Transfer & Installation Factory Q4 2025 Factory Restoration Full Production Renovation Q1 2023 Product & Process Qualification Q1 26 Q3 2023 Q1 2026 Completed Completed On going Industrializing of SAM Thailand BB2 11 Proprietary Information of SAM
Slide 12: SAM Thailand Update – BB3
SAM Thailand Update – BB3 BB3 91% completed Proprietary Information of SAM
Slide 13: SAM Thailand Update – BB
SAM Thailand Update – BB Multi Purpose Hall 115KV Sub-Station Proprietary Information of SAM
Slide 14: Q2 FY2026 Financial
Q2 FY2026 FINANCIAL Proprietary Information of SAM 14
Slide 15: Q2 FY2026 vs Q1 FY2026
Q2 FY2026 VS Q1 FY2026 Group Revenue EBITDA PBT • Revenue and PBT decreased by RM6.6mil and RM’Mil RM’Mil RM’Mil RM5.7mil respectively 14% 6% Equipment 369.6 363.0 12% 21.4 4% • Revenue decreased by RM18.8mil – lower demand 50.3 from data storage and semiconductor customers 15.7 and unfavourable for
Slide 16: Q2 FY2026 vs Q2 FY2025
Q2 FY2026 VS Q2 FY2025 Group Revenue EBITDA PBT • Revenue and PBT decreased by RM7.2mil and RM17.7mil respectively RM’Mil RM’Mil RM’Mil 17% 9% Equipment 370.2 363.0 • Revenue decreased by RM15.5mil – lower demand 62.0 12% from semiconductor customers and unfavourable 33.4 4% foreign exchange transla
Slide 17: YTD Q2 FY2026 vs YTD Q2 FY2025
YTD Q2 FY2026 VS YTD Q2 FY2025 Group Revenue EBITDA PBT • Revenue increased by RM29.0mil while PBT decrease by RM12.5mil RM’Mil RM’Mil RM’Mil 15% 7% Equipment 732.6 • Revenue increased by RM17.8mil – higher 703.6 108.1 13% 49.7 5% demand from semiconductor and data storage 93.8 37.2 customers offset
Slide 18: Revenue & EBITDA
Revenue & EBITDA Revenue EBITDA CAGR = 11% CAGR = 6% RM’Mil RM’Mil 1,497 1,481 1,445 250 228 1,148 199 874 1,066 957 163 1,116 139 176 733 151 896 145 94 702 454 124 113 63 524 431 74 77 252 329 279 54 172 26 39 31 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 F
Slide 19: Capex & PBT
Capex & PBT Capex PBT RM’Mil RM’Mil 223 144 115 115 100 82 130 218 96 117 111 104 112 37 70 74 50 48 59 10 42 27 11 14 4 64 (12) (2) (5) 39 (22) 39 37 43 9 5 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 FY2026 FY2026 Aerospace Equipment Aerospace Equipment Prop
Slide 20: Profit for the Year/Period & Basic Earning Per Share
Profit for the Year/Period & Basic Earning Per Share Profit For The Year/Period Basic Earnings Per Share RM’Mil Sen 109 92 19.53 89 16.41 75 13.94 13.58 60 11.04 27 4.03 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 FY2026 FY2026 Proprietary Information of SAM
Slide 21: Return On Equity & Net Gearing
Return On Equity & Net Gearing Return On Equity Net Gearing 11.8% 0.56 11.4% 9.7% 9.7% 6.4% 0.26 0.18 0.16 0.15 0.12 2.0% FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q2 Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Sep-25 FY2026 Proprietary Information of SAM
Slide 22: Thank You
Thank You - Success Always Matters- Proprietary Information of SAM
Slide 23: Q&A
Q&A Proprietary Information of SAM 23
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