Hibiscus Petroleum Bhd. · MYX:HIBISCS
Hibiscus Petroleum Bhd — Pareto Securities 32nd Annual Energy Conference 2025
14 slides from Hibiscus Petroleum Bhd's conference presentation, September 2025
Slide 1: Pareto Securities 32nd Annual Energy Conference
Logo Pareto Securities 32nd Annual Energy Conference September 2025
Slide 2: Disclaimer
DISCLAIMER The purpose of this presentation is to provide general information about Hibiscus Petroleum Berhad (the “Company”) to assist potential investors in making their own evaluation of the Company and does not purport to be all-inclusive or to contain all of the information that a prospective i
Slide 3: Diversified Asset Base with Balanced O&G Exposure
DIVERSIFIED ASSET BASE WITH BALANCED O&G EXPOSURE Assets in well-established regions; production with development upside; oil and gas balance United Kingdom 5 5 2P: 16.6 MMboe 2C: 50.4 MMboe 88 Producing Development MMboe assets opportunities Net 2P Reserves 97% 2P: 22.3 MMboe 2C: 13.1 MMboe Vietnam
Slide 4: Strong IRRs & Short Payback Periods
STRONG IRRs & SHORT PAYBACK PERIODS In our previous value accretive acquisitions UK: Malaysia: Malaysia & Vietnam: Brunei: Anasuria Cluster North Sabah Peninsula Hibiscus Block B MLJ 2016 2018 2022 2024 Seller/Purchase USD53m USD25m USD213m USD245m Consideration Internal Rate of Return 689% 298% 100
Slide 5: Producing Asset Licence Tenures
PRODUCING ASSET LICENCE TENURES Current reserves and resources to last up until 2047 2P Oil 2P Gas Name of Asset Country (MMbbl) (MMboe) 2015 2020 2025 2030 2035 2040 2045 2050 North Sabah PSC Malaysia 14.5 - Kinabalu PSC Malaysia 5.9 - Malaysia-Vietnam PM3 CAA PSC 6.8 15.5 CAA Block 46 Cai Nuoc Vie
Slide 6: Operational Metrics
OPERATIONAL METRICS Production and sales have risen through a series of strategic acquisitions Net Oil Sales (MMbbl) Net Gas Sold (MMboe) Steady growth in net oil and condensate sales driven by strategic acquisitions Strong uptick in gas sales post acquisition of the PM3 CAA PSC and Brunei and targe
Slide 7: P&L Highlights
P&L HIGHLIGHTS Consistent annual and sequential growth in topline and profitability Revenue (USD million) EBITDA (USD million) 157 77 64 70 149 144 50 130 34 110 282 282 579 267 4QFY24 1QFY25 2QFY25 3QFY25 4QFY25 233 520 533 4QFY24 1QFY25 2QFY25 3QFY25 4QFY25 400 133 82 51 92 239 36 195 153 97 61 1
Slide 8: Balance Sheet Overview
BALANCE SHEET OVERVIEW Robust balance sheet on the back of growing unrestricted cash balance and total assets Total Assets and Shareholders’ Funds (USD million) Unrestricted Cash and Total Debt (USD million) Total Assets and Shareholders’ Funds expanded on the Healthy cash position to support CAPEX
Slide 9: Setting Up a Robust Platform for Growth
SETTING UP A ROBUST PLATFORM FOR GROWTH • SF30 Waterflood Phase 2 (Malaysia) 2026 Mission: On Track • Block B MLJ Asset LPC Project (Brunei) ➢ Daily production of 35,000 boe/day • Teal West Development (UK) ➢ 2P reserves of 100 MMboe • PKNB FDP Approval – 2C to 2P Reclassification 2030 Mission ➢ Dai
Slide 10: A Compelling Entry Point Relative to Peers
A COMPELLING ENTRY POINT RELATIVE TO PEERS Our market valuation is significantly lower than the peer average and do not reflect its fundamentals EV/2P (USD/boe) EV/EBITDA (x) EV/Production (USD’000/boepd) 2.8 18.7 5.7 13.9 4.2 1.5 Hibiscus Peer Average Hibiscus Peer Average Hibiscus Peer Average Sou
Slide 11: Hibiscus: A Long-Term Investment
HIBISCUS: A LONG-TERM INVESTMENT On track to hit 35,000 boe/day daily production rate by 2026 and 2P reserves of 100 MMboe with identified opportunities in the pipeline for further growth. Growth Story Strategy to hit 70,000 boe/day and 2P reserves of 150 MMboe through our 2030 Mission, with Malaysi
Slide 12: Thank You
THANK YOU For more information, please contact faq@hibiscuspetroleum.com
Slide 13: Appendix
APPENDIX ws
Slide 14: Our Performance – Multifold Growth Since 2016
OUR PERFORMANCE – MULTIFOLD GROWTH SINCE 2016 July 2011 March 2016 March 2018 January 2022 October 2024 Listed in the Malaysian Acquired our first Acquired the North Acquired (3) Malaysian PSCs: Acquired operated stock exchange as the producing asset located in Sabah Production Kinabalu Oil, PM305 a
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