Sfp Tech Holdings Bhd · MYX:SFPTECH

Sfp Tech Holdings Bhd — Shareholder Meeting (2024)

12 slides from Sfp Tech Holdings Bhd's shareholder meeting presentation, 2024

  1. Slide 1: SFP Tech Holdings Berhad 3rd Annual General Meeting Pre-Meeting Questions

    SFP TECH HOLDINGS BERHAD 3 Annual General Meeting rd PRE-MEETING QUESTIONS

  2. Slide 2: Question 1: FDA approval

    QUESTION 1 Plexus Penang facility is FDA approved contract manufacturer. Since SFPTECH is Plexus supplier, has SFPTECH obtained FDA approval/certification? ANSWER: Although Plexus is FDA approved/certified, SFP Tech, as their supplier is not required to be FDA certified for the products and services

  3. Slide 3: Question 2: On-time delivery capability

    QUESTION 2 SFPTECH has “special ability” to quicker On-Time Delivery. What are the preparations and/or factors to allow company having such speed and agility? ANSWER: With the IPO proceeds, SFP Tech has allocated RM 25.284 million for the purchase of new machinery and equipment. This is to expand ou

  4. Slide 4: Question 3: Class 10K cleanroom

    QUESTION 3 Company’s class 10K Cleanroom will be completed by end of Q2, 2024. 1. The new cleanroom required customer certification or qualification? 2. If yes, please share the estimated timeline for completion. 3. What are the targeted segments and/or products? ANSWER: 1. The Class 10k Clean room

  5. Slide 5: Question 4: Order book and plant utilization

    QUESTION 4 Please share SFPTECH latest:- 1. Order book amount and order visibility. 2. 3 Plants utilization rate. ANSWER: 1. Per presentation slides shared earlier, the order book as of April was 53.6 million. 2. Utilization rate of all 3 plants in aggregate is approximately 65%.

  6. Slide 6: Question 5: China revenue contribution

    QUESTION 5 China was the largest revenue contribution in QR1 2024:- 1. China customer(s) from which industries? 2. What are the estimated project(s) duration? ANSWER: 1. The China customer in Q1 2024 was in the semiconductor equipment industry. 2. The project is expected to continue and have visibil

  7. Slide 7: Question 6: Vision inspection equipment handler

    QUESTION 6 Malaysia ATE players are highly customizable! SFPTECH’s Vision Inspection equipment handler platform will be launching end of May 2024: 1. What are the competitive advantages as compared to other local peer such as: Vitrox, Penta, MI, QES, etc? (I hope to get clarification from company Ch

  8. Slide 8: Question 7: Automation solution revenue target

    QUESTION 7 As refer to AGM 2023 live question, company targeted to grow Automation Solution revenue contribution to 40 - 50%. 1. What is the current progress? 2. What are the additional actions to be taken by company in order to meet the target? ANSWER: We are seeing positive recovery in the overall

  9. Slide 9: Question 8: Second half revenue forecast

    QUESTION 8 What are the company revenues forecast for 2nd half 2024 as compare to QR2 2024? ANSWER: We are anticipating a strong second half growth in comparison to the first half.

  10. Slide 10: Question 9: Corporate disclosure and quarterly presentations

    QUESTION 9 (EGM 2024) SFPTECH has committed to provide transparent corporate disclosures. Main Listing companies eg:- MPI, UNISEM, PENTA, QES, etc. will provide “Quarterly Investor Presentation” at company’s website. Since Norges Bank, EPF & PNB are SFPTECH shareholders, I believe company will consi

  11. Slide 11: Question 10: FY24 performance and AI exposure

    QUESTION 10 1. How SFPTECH anticipated FY24 financial performance? 2. Does SFPTECH business segment related to AI? If yes, which part of it and how it's related? ANSWER: 1. Historically we have being growing positively. We believe FY2024 will be no exception. 2. We are not privy to our customers’ en

  12. Slide 12: Thank You

    THANK YOU @)

SFP Tech Holdings Berhad — Shareholder Meeting (2024) on 6ix