Samurai 2K Aerosol Ltd. · SGX:Y8E
Samurai 2K Aerosol — Shareholder Meeting (July 2019)
12 slides from Samurai 2K Aerosol's shareholder meeting presentation, Jul 25, 2019
Slide 1: Annual General Meeting
Samurai 2K Aerosol Ltd The Aerosol Solution Specialist ANNUAL GENERAL MEETING 25 July 2019 1
Slide 2: Important Notice
Important Notice SAMURAI <4 RAKE This presentation includes forward-looking statements provided with respect to the anticipated future performance of Samurai 2K Aerosol Limited (“Samurai 2K” or the “Company”). Such forward-looking statements reflect various assumptions concerning the future performa
Slide 3: Sponsor Statement
Sponsor Statement This presentation slide has been prepared by the Company and its contents have been reviewed by the Sponsor, for compliance with the relevant rules of the SGX-ST Listing Manual Section B: Rules of Catalist (the “Catalist Rules”). The Sponsor has not independently verified the conte
Slide 4: The High Performance Aerosol Solution Specialist
The High Performance Aerosol Solution Specialist Initiated Integrated operations regional Listed on Inhouse manufacturing, brands, procurement Catalist Board marketing, R&D of supplies of SGX- ST Commenced Patented OEM labelling Launched in- twin head contract house brand, 2K-in-a-can services “SAMU
Slide 5: Impressive Earnings Uptrend
Impressive Earnings Uptrend • Revenue & earnings CAGR remained impressive despite weaker FY2019 Indonesian sales volume. • Other markets continue to grow in FY2019 with Revenue overall selling price staying firm. CAGR +40% • The Group is still investing in branding, new markets and additional capaci
Slide 6: Robust Financial Standing
Robust Financial Standing • The Group expanded capacity with a new factory in FY2019, ahead of exports to new markets & to Very liquid, positive net broaden existing product range. working capital • Strong liquidity, with positive net working capital • Net cash despite heavy capital expenditure than
Slide 7: Centralized Plant, Global Opportunities
Centralized Plant, Global Opportunities Second Link Expressway Manufacturing Facility • In Johor, Malaysia • 24 million cans pa capacity • 30 min to PTP Port • 45 min Pasir Gudang Port • 60 min to Singapore Port Malaysia Singapore 7
Slide 8: ASEAN & India 2-Wheeler Population is Huge
ASEAN & India 2-Wheeler Population is Huge ASEAN Market leaders in India 2015A: 188m Indonesia & Malaysia 2015 2020F 2020E: 255m 2015A:154m Samurai 2k Revenue by Geography 154 M 250 M 2020E:250m (RM million) CAGR 5.2% Indonesia 2015 2020F 99 M 140 M Vietnam 2015 2020F 2015A: 46m 46 M 61 M 2020E: 61m
Slide 9: Regional Branding & Marketing
Regional Branding & Marketing 70% of vehicles in Indonesia Malaysia India ASEAN are 2- wheelers. Vietnam Thailand Philippines In India, it is higher. 9
Slide 10: Products In Every Phase of Aerosol Can Evolution
Products In Every Phase of Aerosol Can Evolution 1G: 1941 2G: 2010 2G: 2015 Norwegian Erik Rotheim, first Peter Kwasny GmbH patented Samurai 2K granted patent for 3G:2018 patented the aerosol spray can in a twin head dual chamber its own twin head dual In 2018, Samurai 2K patented its 1929. However,
Slide 11: Global Auto Refinishing Segment
Global Auto Refinishing Segment Europe North America US$5 billion US$4 billion Studying the US market Asia Pacific US$5 billion Started selling in India, 2019 Latin America US$1 billion Global Automotive Refinishing Market US$15 billion 11 Source: Grand View Research, Sherwin-Williams Financial Comm
Slide 12: Thank You
SAMURAI (4508 THANK YOU