Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Q3 FY2026 Earnings Presentation
25 slides from Sam Engineering & Equipment (m) Bhd's earnings presentation, Feb 12, 2026
Slide 1: Q3 FY2026 Investors' Briefing
SAM Engineering & Equipment (M) Berhad Q3 FY2026 Investors’ Briefing 12th February 2026 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. Q3 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 2052 2088 2087 2092 2073 2071 2015 2000 1899 2000 1739 1606 1550 1393 826 859 894 911 912 908 906 1500 1263 793 1500 1243 743 1141 1114 806 681 380 951 600 1000 528 348 1000 723 480 340 157 1189 1193 1194 1176 1180 1165 1165
Slide 6: Semiconductor Market Update
Semiconductor Market Update Source: Semi, Oct ‘25 Source: Semi, Oct ‘25 Fab utilization rates remain in the high 60s through 3Q25 and 4Q25 CapEx is on track to grow 4% QoQ, driven by Memory as 4Q25. industry is building High Bandwidth Memory to meet AI demand. Proprietary Information of SAM 6
Slide 7: Business Update
Business Update 1. Focusing on engineering development of new projects that were secured during the first 3 quarters of FY2026, from existing and new Equipment customers. 2. Expecting strong demand of hard disk drive and semiconductor front-end equipment industries from 2H 2026 (FY2027) onwards. 3.
Slide 8: Operations Update
OPERATIONS UPDATE Proprietary Information of SAM 8
Slide 9: 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 + Building Assembly Fabrication Cleanroom Assembly Special Process completed Mass Production Industrialization Phase / Under Cons
Slide 10: SAM Thailand Update – BB2
SAM Thailand Update – BB2 Machines & Special Process Transfer & Installation Factory Q1 ‘26 Factory Restoration Full Production Renovation Q1 ‘23 Product & Process Qualification Q1 ‘26 Q3 ‘23 Q1 ‘26 Completed Completed On going Industrializing of SAM Thailand BB2 Closing of Jurong Singapore plant by
Slide 11: SAM Thailand Update – BB3 Construction Milestone
SAM Thailand Update – BB3 Construction Milestone Proprietary Information of SAM
Slide 12: SAM Thailand Update – BB3 Building Completed
SAM Thailand Update – BB3 Building Completed Proprietary Information of SAM
Slide 13: SAM Thailand Update – BB3 Building
SAM Thailand Update – BB3 Building Proprietary Information of SAM
Slide 14: Casing Business Relocation & Expansion in Thailand
Casing Business Relocation & Expansion in Thailand Thailand Singapore New Machines Installation Q2 2026 to 2027 Full Production BB3 Factory ready 2028 Machines Transfer & Installation Q4 2026 to 2027 Completed Product Qualification 2026 to 2027 Proprietary Information of SAM
Slide 15: Q3 FY2026 Financial
Q3 FY2026 FINANCIAL Proprietary Information of SAM 15
Slide 16: Q3 FY2026 VS Q2 FY2026
Q3 FY2026 VS Q2 FY2026 Group Revenue EBITDA PBT • Revenue decreased by RM3.0mil while PBT RM’Mil RM’Mil RM’Mil increased by RM1.9mil Equipment 363.0 12% 12% 4% 5% 360.0 • Revenue decreased by RM9.0mil – lower demand 17.6 from semiconductor customers and unfavourable 15.7 foreign exchange translation
Slide 17: Q3 FY2026 VS Q3 FY2025
Q3 FY2026 VS Q3 FY2025 Group Revenue EBITDA PBT • Revenue and PBT decreased by RM46.9mil and RM18.4mil respectively RM’Mil RM’Mil RM’Mil Equipment 16% 9% 406.9 • Revenue decreased by RM70.5mil – lower demand 64.1 36.0 from semiconductor customers and unfavourable 360.0 foreign exchange translation (
Slide 18: YTD Q3 FY2026 VS YTD Q3 FY2025
YTD Q3 FY2026 VS YTD Q3 FY2025 Group Revenue EBITDA PBT • Revenue and PBT decreased by RM17.9mil and RM30.9mil respectively RM’Mil RM’Mil RM’Mil 16% 8% Equipment 1,110.5 1,092.6 171.7 85.6 • Revenue decreased by RM52.7mil –unfavourable 13% 5% foreign exchange translation (weakening of USD against RM
Slide 19: Revenue & EBITDA
Revenue & EBITDA Revenue EBITDA RM’Mil CAGR = 11% RM’Mil CAGR = 6% 1,445 1,497 1,481 250 229 1,148 199 1,093 957 163 874 1,066 1,116 139 177 152 138 663 145 896 124 89 702 113 431 524 430 77 329 73 252 39 53 49 172 26 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q3 FY2021 FY2022 FY2023 FY2024 FY2025 FY202
Slide 20: Capex & PBT
Capex & PBT Capex PBT RM’Mil RM’Mil 144 223 100 115 115 82 130 55 112 117 111 99 104 218 96 70 14 60 50 48 59 27 14 4 11 85 (12) (2) (5) 39 43 (22) 39 37 9 5 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q3 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 FY2026 YTD Q3 Aerospace Equipment Aerospace Equipment Prop
Slide 21: 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 19.53 109 92 16.41 89 13.94 13.58 76 11.04 60 39 5.83 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q3 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q3 FY2026 FY2026 Proprietary Information of SAM
Slide 22: Return On Equity & Net Gearing
Return On Equity & Net Gearing Return on Equity Net Gearing 0.56 11.8% 11.4% 9.7% 9.7% 6.4% 0.26 0.18 0.16 0.16 2.9% 0.12 FY2021 FY2022 FY2023 FY2024 FY2025 YTD Q3 Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Dec-25 FY2026 Proprietary Information of SAM
Slide 23: Summary
Summary 1. Expecting strong demand in the semiconductor equipment and hard disk drive industries from 2H 2026 (FY2027) onwards, while aerospace industry continues to face challenges in the recovery. 2. Equipment operations focus on capitalizing the industry ramp and industrializing new secured proje
Slide 24: Thank You
Thank You - Success Always Matters- Proprietary Information of SAM
Slide 25: Q&A
Q&A Proprietary Information of SAM 25
SAM Engineering & Equipment (M) Berhad — Q3 FY2026 Earnings Presentation on 6ix