Slide 1: Investor Briefing Q2 2025
INVESTOR BRIEFING Q2 2025 – 22 Aug 2025 www.qesnet.com © 2024 QES Group Berhad. All rights reserved.
Slide 2: Disclaimer
DISCLAIMER • This Presentation has been prepared by QES Group Berhad and is preliminary in nature and solely for information and discussion purposes and must not be relied upon for any other purpose. • The “Presentation” that follows shall mean and include the slides that follow, the oral presentati
Slide 3: Company Overview - Corporate Structure
COMPANY OVERVIEW - CORPORATE STRUCTURE DISTRIBUTION DIVISION MANUFACTURING DIVISION 100% 100% 100% 100% QES Intra Pacific QES (Asia-Pacific) QS Instruments QES Manufacturing Sdn. Bhd. Sdn. Bhd. Sdn. Bhd. Sdn. Bhd. 100% 87.7% QES (Thailand) Co., Ltd. QES Technology Philippines, Inc 100% 82.5% 100% 85
Slide 4: Business Overview - Business Segments
BUSINESS OVERVIEW - BUSINESS SEGMENTS Distribution Manufacturing Semiconductor Semiconductor Inspection, Test Materials & Analytical Inspection & Automated & Measurement Engineering Instruments Measuring Handling Equipment Solutions Equipment Equipment © 2025 QES Group Berhad. All rights reserved.
Slide 5: Business Overview - Sector & Product Diversity
BUSINESS OVERVIEW -SECTOR & PRODUCT DIVERSITY MANUFACTURING ❖ Diversified into 3 core sectors Core Business ❖ Counter cyclical DISTRIBUTION ❖ Spare parts and service provide strong recurring SPARE PARTS & SERVICE revenue ❖ Sustainable revenue growth Semiconductor Electrical & Electronics Automotive
Slide 6: Financial Highlights - Quarterly Results QoQ and YoY
FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS QoQ AND YoY For the period ended RM'mil Q2'25 Q1'25 QoQ% Jun'25 Jun'24 YoY% Revenue Distribution 68.8 42.4 62.3% 111.2 109.7 1.4% - Product 50.1 24.7 102.8% 74.8 70.8 5.6% - Materials 3.0 3.2 -6.3% 6.2 11.1 -44.1% - Spares & Service 15.7 14.5 8.3% 30.2 27.8 8
Slide 7: Financial Highlights - Quarterly Results Comparison
FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS COMPARISON In RM ‘mil For Period Ended Q2'25 vs Q2'25 vs Jun'25 vs Q2'25 Q2'24 Q1'25 Jun'25 Jun'24 Q2'24 Q1'25 Jun'24 Revenue 77.3 68.0 45.8 13.7% 68.8% 123.1 124.4 -1.0% PATMI 4.4 6.4 0.9 -31.3% 388.9% 5.3 8.9 -40.4% PATMI Margin 5.7% 9.4% 2.0% 4.3% 7.2% EBI
Slide 8: Financial Highlights – Quarterly Revenue and PBT Trend
FINANCIAL HIGHLIGHTS – QUARTERLY REVENUE AND PBT TREND Quarterly Financial Highlights 2022 - 2025 Q2 20.0% 18.2% 86.8 18.0% 77.3 16.0% 72.0 73.0 14.5% 14.2% 66.9 68.0 14.0% 66.3 62.3 57.3 12.2% 58.4 12.0% 11.9% 56.4 11.9% 53.1 11.3% 54.2 10.1% 10.0% 45.8 8.0% 8.0% 7.7% 6.3% 6.0% 5.9% 4.8% 4.0% 13.1
Slide 9: Financial Highlights – Annual Revenue and PATMI Trend
FINANCIAL HIGHLIGHTS – ANNUAL REVENUE AND PATMI TREND Financial Highlights 300.0 2021 - 1H 2025 12.0% 264.4 269.5 250.0 240.7 10.0% 222.8 10.0% 8.5% 200.0 8.0% 7.7% 6.4% 150.0 6.0% 123.1 4.3% 100.0 4.0% 50.0 2.0% 26.4 19.0 18.5 17.3 5.3 - 0.0% 2021 2022 2023 2024 1H-2025 Revenue (RM'million) PATMI (
Slide 10: Financial Highlights of FYE25 – 6M Cumulative Period
FINANCIAL HIGHLIGHTS OF FYE25 – 6M CUMULATIVE PERIOD Revenue (RM Mil) Gross Profit (RM Mil) PBT (RM Mil) PATMI (RM Mil) 8.9 124.4 123.1 30.6 31.0 11.6 7.7 5.3 1H-2024 1H-2025 1H-2024 1H-2025 1H-2024 1H-2025 1H-2024 1H-2025 • Overall revenue decreased due to a drop in sales from manufacturing divisio
Slide 11: Financial Highlights – Cash & Cash Equivalents
FINANCIAL HIGHLIGHTS – CASH & CASH EQUIVALENTS Cash and cash equivalents (RM'million) 82.9 80.7 79.4 77.6 70.9 2021 2022 2023 2024 1H-2025 © 2025 QES Group Berhad. All rights reserved.
Slide 12: Financial Highlights – Gearing Ratio
FINANCIAL HIGHLIGHTS – GEARING RATIO 200 0.40 190 184.1 185.9 180 174.1 0.35 170 159.0 160 0.34 150 0.30 140 135.7 0.30 130 0.25 120 110 RM' million 100 0.20 0.21 0.21 90 80 0.15 70 0.16 62.8 60 55.5 50 0.10 40 36.5 28.3 25.0 30 0.05 20 10 0 - 2021 2022 2023 2024 1H-2025 Total debts (RM'million) Sha
Slide 13: Financial Highlights – Other Ratios
FINANCIAL HIGHLIGHTS – OTHER RATIOS Earnings before Interest, Taxes, Depreciation and Profit attributable to Owners of the Company Amortisation (RM'million) (RM'million) 39.3 26.4 34.3 32.0 29.0 19.0 18.5 17.3 13.1 5.3 2021 2022 2023 2024 1H-2025 2021 2022 2023 2024 1H-2025 Basic Earnings per Share
Slide 14: Analysis: Revenue Breakdown – By Country/Region
ANALYSIS: REVENUE BREAKDOWN – BY COUNTRY/REGION 4.3% 1.7% 8.5% 9.0% 6.1% 45.8% 50.2% 47.6% 53.3% 60.8% 49.9% 41.3% 43.4% 40.6% 37.5% 2021 2022 2023 2024 1H-2025 Malaysia ASEAN Others © 2025 QES Group Berhad. All rights reserved.
Slide 15: Analysis: Revenue Breakdown – By Division
ANALYSIS: REVENUE BREAKDOWN – BY DIVISION 11.4% 9.6% 13.9% 13.5% 15.7% 21.1% 24.5% 19.3% 25.5% 21.8% 67.5% 66.8% 65.9% 61.0% 62.5% 2021 2022 2023 2024 1H-2025 Distribution Division - Product Distribution Distribution Division - Services & Supply of Spare Parts Manufacturing Division © 2025 QES Group
Slide 16: Analysis: Revenue Breakdown – By Industry
ANALYSIS: REVENUE BREAKDOWN – BY INDUSTRY 9.3% 11.2% 10.5% 14.5% 13.2% 17.6% 16.9% 17.0% 18.0% 20.0% 21.9% 22.1% 28.8% 20.3% 35.2% 51.2% 45.2% 46.7% 43.1% 37.3% 2021 2022 2023 2024 1H-2025 Semicon Automotive E&E Others © 2025 QES Group Berhad. All rights reserved.
Slide 17: Sustainable Through Global Uncertainties
SUSTAINABLE THROUGH GLOBAL UNCERTAINTIES DIVERSE MARKET SEGMENTS & GEOGRAPHICAL SPREAD STRONG FINANCIALS PRODUCTS • > 30 years of being a one stop specialist in • Extensive subsidiaries network in ASEAN region. • Cash and cash equivalents of > RM 82.9 million as manufacturing, distribution and servi
Slide 18: Corporate Updates
CORPORATE UPDATES Event Planned activities and updates ❖ Officially moved in end July 2025 and some office operations commenced QES @ Batu Kawan ❖ Manufacturing operations to be gradually ramp up over the next 6~9 months ❖ As of 30 June 2025, a total of 822,900 treasury shares, representing 0.1% of
Slide 19: QES 2.0 @ BKP Factory – Aug '25
QES 2.0 @ BKP Factory – Aug ‘25 © 2025 QES Group Berhad. All rights reserved.
Slide 20: Semiconductor Market Outlook
SEMICONDUCTOR MARKET OUTLOOK © 2025 QES Group Berhad. All rights reserved.
Slide 21: Semiconductor Market Outlook
SEMICONDUCTOR MARKET OUTLOOK AI and Leading-edge Technology Transitions are Expected to Drive Three Consecutive Years of Growth through 2026 © 2025 QES Group Berhad. All rights reserved.
Slide 22: Semiconductor Market Outlook
SEMICONDUCTOR MARKET OUTLOOK © 2025 QES Group Berhad. All rights reserved.
Slide 23: ESG Targets and Action Plans - Environmental
ESG TARGETS AND ACTION PLANS Environmental Environmental ❖ QES promoting WEEE/ROHS analytical equipment to ❖ QES promoting WEEE/ROHS analytical equipment to check and check and monitor hazardous elements (lead, mercury, monitor hazardous elements (lead, mercury, cadmium etc) coming 237 metric tons 9
Slide 24: Harnessing Solar Power for a Sustainable Tomorrow
HARNESSING SOLAR POWER FOR A SUSTAINABLE TOMORROW The PV System size in place is 233.2kWp with an expected output of 302,011kWh per year. With these solar panels in place, we are looking to offset 237 tonnes of carbon dioxide, which is also saving the equivalent of:- Our solar journey showcases our
Slide 25: ESG Targets and Action Plans - Social Governance
ESG TARGETS AND ACTION PLANS Social Governance ❖ Appropriate checks and balance via separate roles and functions of Chairman and Managing Director / ❖ Gender and racial diversity within employees. President. Approximately 30% female; 70% male employee in the entire Group. ❖ Strong oversight and acco
Slide 26: The End
THE END QES Group Berhad THANK YOU No 2, Jalan Jururancang U1/21, HICOM Glenmarie Industrial Park, Seksyen U1, 40150 Shah Alam, Selangor, Tel: (603) 5882 6668 Malaysia Fax: (603) 5567 0811 www.qesnet.com Email: investor.relations@qesnet.com © 2024 QES Group Berhad. All rights reserved.