Linkers Industries Limited · NASDAQ:LNKS
Linkers Industries — IPO Roadshow (January 2024)
39 slides from Linkers Industries's IPO roadshow presentation, Jan 30, 2024
Slide 1: Investor Presentation (Nasdaq: LNKS) January 2024
This document contains confidential information. Any total or partial repr use of this content without prior authorization from Linkers is e This document contains confidential information . Any total or partia o l r d e u p c r t o io d n u , c s t h io a n ri , n s g a o r r n im g p o r r oper im
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward - Looking Statements This presentation pertains to the proposed public offering of Class A Ordinary Shares ("Ordinary Shares") of LINKERS INDUSTRIES LIMITED (the "Company"), an exempted company incorporated under the laws of the British Virgin Islands, which are being register
Slide 3: Free Writing Prospectus Statement
Free Writing Prospectus Statement This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 3 This free writing prospectus relates to the proposed initial public offeri
Slide 4: Table of Contents
Table of Contents 0 3 Business Operation 0 2 Company Overview 0 1 Offering Summary 0 8 Financial Highlights 0 6 Growth Strategies 0 5 Competitive Advantages 0 4 Industry and Market Data 0 9 Governance & Management 0 7 This document contains confidential information. Any total or partial reproduction
Slide 5: Offering Summary
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Slide 6: Offering Summary
This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 0 1 Offering Summary Linkers Industries Limited I ss ue r Number of shares outstanding before this offering Of
Slide 7: Company Overview
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Slide 8: Company Overview: Corporate Structure
0 2 Company Overview Corporate Structure Linkers Industries Limited (Incorporated in BVI*) 100% This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 8 TEM SP Limit
Slide 9: Company Overview
0 2 Company Overview We are a manufacturer and a supplier of wire/cable harnesses with our manufacturing operation in Malaysia and have more than 20 years’ experience in the wire/cable harnesses industry. Wire/cable harness refers to an assembly of wires/cables bound together with straps, cable ties
Slide 10: Company Overview: Business Segments
0 2 Company Overview Business Segments HOME APPLIANCES INDUSTRIAL PRODUCTS A U T O M O TI V E This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 10
Slide 11: Company Overview: Production Facilities
0 2 Company Overview A U T O M A T E D MACHINES Production facilities P RODU C TI ON FLOOR This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 11
Slide 12: Business Operation
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Slide 13: Business Operation: Business Model
0 3 Business Operation The following diagram illustrates our business model: Sales and Mar ke t i n g ▪ Business relationships ▪ Market research ▪ Participate in industry trade fairs exhibitions Raw Material Sourcing ▪ Raw material procurement ▪ Quality standard ▪ Price negotiation ▪ Delivery punctu
Slide 14: Business Operation: Production Process
0 3 Business Operation Production Process g Wire cuttin & stripping A ss em b l y Crimping & t e r min a t i on Testing, packing & delivery This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Lin
Slide 15: Industry and Market Data
This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 1 5 0 4 Industry and Market Data
Slide 16: Major Appliances Market Size in Asia Pacific Region
0 4 Industry and Market Data 11 5 . 3 12 4 . 9 12 2 . 4 12 1 . 5 14 4 . 7 14 7 . 8 15 5 . 5 16 5 . 4 17 6 . 6 18 7 . 7 19 9 . 3 10 0 50 0 15 0 20 0 20 17 201 8 20 19 202 0 2 0 2 1 20 22 20 2 3 F 2024F 2 0 25 F 202 6F 2 027 F C AG R : 5 . 1 % The chart below sets out the historical (2017 - 2022) and
Slide 17: Major Appliances Market Size in Western Europe
0 4 Industry and Market Data 32 . 6 33 . 4 32 . 4 3 4 . 1 3 7 . 2 3 4 . 6 35 . 2 36 . 0 36 . 8 3 7 . 7 3 2 3 0 2 8 3 4 3 6 3 8 20 17 2 01 8 201 9 2 0 2 0 202 1 2 0 2 2 20 2 3 F 2 024 F 202 5F 2 026 F 202 7F The chart below sets out the historical (2017 - 2022) and forecast (2023 - 2027) of the sales
Slide 18: Competitive Advantages
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Slide 19: Competitive Advantages: Diversified Customer Base
0 5 Competitive Advantages Customer base in diversified industries (mainly home appliances , industrial products and automotive ) Long term business relationship with renowned global brand name manufacturers and OEMs Main Customers This document contains confidential information. Any total or partia
Slide 20: Competitive Advantages: 20+ Years of Know-How
0 5 Competitive Advantages Extensive understanding of wire harness production process, up - to - date machinery and efficient management resulting in competitive pricing while maintaining quality More than 20 Years of know - how in wire harnesses production 2 0 2 3 1 9 9 5 This document contains con
Slide 21: Competitive Advantages: Quality Control
0 5 Competitive Advantages High standard and commitment to quality control Quality Assurance This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 21
Slide 22: Competitive Advantages: Customized Production Platform
0 5 Competitive Advantages All products are built according to customer needs and specifications Strong customized production platform This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers
Slide 23: Competitive Advantages: Experienced Management Team
0 5 Competitive Advantages Experienced management team with extensive knowledge of the manufacturing industry where we operate This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expre
Slide 24: Competitive Advantages Summary
0 5 Competitive Advantages Customer base in diversified industries (mainly home appliances , industrial products and automotive ) Long term business relationship with renowned global brand name manufacturers and OEMs This document contains confidential information. Any total or partial reproduction,
Slide 25: Growth Strategies
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Slide 26: Growth Strategies: Production Capacity
0 6 Growth Strategies 01. PRODUCTION CAPACITY To support our business growth, we plan to boost production capacity by acquiring new machinery and implementing a more automated assembly process , including a conveyor system . This upgrade aims to enhance productivity, improve cost competitiveness, as
Slide 27: Growth Strategies: Diversify Customer Base
E l ec t ro n i c s Sh o w Manufacturer's a n d W ir in g Association H arn e s s Co n f e r e n c e . Additionally, we plan to set up global sales offices, p ar t i c u l a r l y i n t h e U .S . , t o e n h a n c e our in t e r n ati o n a l p r es e n c e a nd s w i f t l y r e s po nd t o custom
Slide 28: Growth Strategies: Merger & Acquisition
To support our business growth and diversify revenue sources, we plan to acquire stakes in companies or form joint ventures within the wire/cable harnesses industry's value chain . While specific targets are yet to be identified, our focus will be on acquisitions and joint ventures that complement o
Slide 29: Growth Strategies: Enhance Capabilities
04. ENHANCE CAPABILITIES To improve overall operational efficiency, we plan to focus on three key aspects : Research and Development (R&D) : We aim to boost our competitiveness and enhance engineering, production, and quality assurance processes through increased investment in application of R&D . T
Slide 30: Use of Proceeds
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Slide 31: Use of Proceeds
This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 0 7 Use of Proceeds 3 1 30% 20% 10% 40% We plan to use the net proceeds of this offering as follows: Potential
Slide 32: Financial Highlights
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Slide 33: Financial Highlights
0 8 Financial Highlights Period June 30, 2022 June 30, 2023 USD ’ 000 RM ’ 000 RM ’ 000 Currency 7,346 34,269 32,465 Revenue 978 4,560 5,171 Gross Profit 40 185 563 Profit for the year 3,949 18,423 22,215 Net current assets 7,487 34,928 35,019 Total assets 4,113 19,185 19,003 Net asset value Revenue
Slide 34: Financial Highlights: Revenue – Geographical
0 8 Financial Highlights Revenue – Geographical The following table breaks down revenue by geographic location of the Group’s revenue. The geographical location is based on the location at which the goods is delivered to the customers. June 30, 2023 June 30, 2022 Period 40% 45% Thailand 26% 21% Mala
Slide 35: Governance & Management
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Slide 36: Governance & Management
0 9 Governance & Management Title Name Director and Chairman of the Board of Directors Mr. Man Tak LAU Chief Executive Officer and Director Mr. Wai Kee KAN Chief Financial Officer and Director Ms. Chooi Phing TEH Director Mr. Wai Cheung LAW Independent Director Ms. Kelly Wai Yan HUI Independent Dire
Slide 37: Governance & Management: Executive Biographies
0 9 This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 37 Governance & Management Mr. Man Tak LAU - Director and Chairman of the Board of Directors • More than 2
Slide 38: Governance & Management – Independent Board Members
0 9 This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. 38 Governance & Management – Independent Board Members Ms. Kelly Wai Yan HUI • More than 15 years of exper
Slide 39: Contact Information
This document contains confidential information. Any total or partial reproduction, sharing or improper use of this content without prior authorization from Linkers is expressly prohibited. Issuer Contact: Linkers Industries Limited Lot A99, Jalan 2A - 3, A101 & A102, Jalan 2A, Kawasan Perusahaan MI