Malaysian Pacific Industries Bhd. · MYX:MPI
Malaysian Pacific Industries Bhd — Q2 FY2020 Earnings Presentation
14 slides from Malaysian Pacific Industries Bhd's earnings presentation, January 2021
Slide 1: Malaysian Pacific Industries Berhad Investors' Briefing Q2 FY20
Malaysian Pacific Industries Berhad Investors’ Briefing Q2 FY20 DIFFERENTIATION THROUGH INNOVATION Differentiation Thru Innovation
Slide 2: Q2 FY20 Summary
Q2 FY20 SUMMARY REVENUE Q2 Sequential Revenue Higher by 12% in USD & RM. 4% increase against corresponding quarter of FY19 PAT & EPS Q2 PAT Higher at RM 53.6M Vs RM 43.4M of last quarter. EPS Higher too at 23.73c Vs 19.36c of Q1 FY20 CASH Net cash increased to RM 798M vs RM 761M of Q1 FY20 CHALLENGE
Slide 3: MPI Group Results at a Glance
MPI GROUP RESULTS AT A GLANCE Q2 FY20 Q1 FY20 Q2 FY19 Q2 vs Q1 Q2 vs Q2 YTD FY20 YTD FY19 YoY RM mil RM mil RM mil % % RM mil RM mil % Revenue 413.8 369.1 398.2 12% 4% 782.9 811.9 -4% PAT 53.6 43.4 49.6 23% 8% 96.9 102.9 -6% PATAMI 45.1 36.8 39.2 23% 15% 81.9 81.5 0.5% EPS (sen) 23.73 19.36 20.64 23
Slide 4: MPI Group – Revenue by Geographical Location of Customers
MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS EUROPE 22.9% YTD FY 2020 ASIA USA 23.3% YTD FY2019 13.8% YTD FY2020 63.3% YTD FY 2020 60.8% YTD FY2019 15.9% YTD FY2019 Differentiation Thru Innovation
Slide 5: Revenue by End User Market
REVENUE BY END USER MARKET REVENUE BY END USER MARKET Q2 FY20 REVENUE BY END USER MARKET Q1 FY20 Other 1% Other 1% PC / PC / Notebook Notebook 9% 9% Automotive Automotive 32% 32% Consumer / Consumer / Communications Communications 33% 33% Industrial Industrial 25% 25% Differentiation Thru Innovation
Slide 6: MPI Group – Revenue by Operating Units
MPI GROUP – REVENUE BY OPERATING UNITS MPI REVENUE REVENUE BY OPERATING UNITS (%) 120 Carsem Dynacraft 120% 99 100 95 88 96% 96% 96% 96% 97% 83 100% 80 80 USD MIL 80% 60 60% 40 40% 20 20% 4% 4% 4% 4% 3% - 0% Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 FY2019 FY2020 FY2019 FY2020 Differentiation Thru Innovation
Slide 7: MPI Group – Capex
MPI GROUP – CAPEX MPI EBITDA VS CAPEX MPI CAPEX EBITDA Capex Carsem Dynacraft 120 90 111 105 0.7 80 100 94 85 70 0.7 79 RM MIL 80 60 70 RM MIL 65 2.4 50 60 0.3 49 40 43 79 40 30 65 0.4 24 47 42 20 20 10 24 - - Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 FY2019 FY2020 FY2019 FY2020 Differentiation Thru Innovation
Slide 8: Investment in Power Packages
INVESTMENT IN POWER PACKAGES ❑ Power & Automotive segment grew from 29% to 43.2% in the last 3 years for S site ❑ Introducing new power packages for automotive electrification ELECTRIFICATION & DIGITIZATION OF CARS Power Modules Small Size Modules Discrete Power Devices TELECOMMUNICATION & AUTOMOTIV
Slide 9: Investment in Power Packages: Silicon Carbide for Power Management
INVESTMENT IN POWER PACKAGES SILICON CARBIDE FOR POWER MANAGEMENT Differentiation Thru Innovation
Slide 10: Investment in Industry 4.0
INVESTMENT IN INDUSTRY 4.0 AUTOMATION – ZERO HUMAN ERROR “QUALITY PRODUCTS” Differentiation Thru Innovation
Slide 11: Investment in Electronics Manufacturing Services & Modules
INVESTMENT IN ELECTRONICS MANUFACTURING SERVICES & MODULES VALUE CHAIN OF SEMICONDUCTOR INDUSTRY BOARD ASSEMBLY ALGORITHM WAFER ASSEMBLY & TEST BOARD IC DESIGN END CUSTOMER END CUSTOMER MODULE/SiP Aggressively looking to acquire a module company to get into the next generation of packaging Different
Slide 12: Unpredictable Corona Virus
UNPREDICTABLE CORONA VIRUS Material Shortage & Delay Suspend production in Suzhou Customers are not loading Carsem as their suppliers are in China Differentiation Thru Innovation
Slide 13: Summary
SUMMARY MPI continues to grow QoQ, top line & bottom line increases by 12% & 23% respectively against last quarter Carsem’s sales pipeline is intact & showing steady growth Increasing automation to drive higher quality, Industry 4.0 is implemented and in execution Battling external challenges of ong
Slide 14: Thank You!
THANK YOU! Differentiation Thru Innovation
Malaysian Pacific Industries Berhad — Q2 FY2020 Earnings Presentation on 6ix