Rgb International Bhd. · MYX:RGB
Rgb International Bhd — Investor Presentation (August 2025)
25 slides from Rgb International Bhd's investor presentation, August 2025
Slide 1: Investor Presentation
INVESTOR PRESENTATION August 2025 1 Private & Confidential
Slide 2: Disclaimer
DISCLAIMER This presentation contains general information about RGB International Berhad and its subsidiaries (collectively, the ‘Group’) and their activities current as at 12 July 2024, unless otherwise stated. It is provided in summary form, does not purport to be complete and may be subject to ch
Slide 3: Executive Summary
EXECUTIVE SUMMARY 1 2025 remains one of the strongest revenue years in the past decade, despite global and regional challenges 2 Order volume for 2025 is expected to be lower than in 2024, due to deferral of two major projects to 2026 3 The delayed projects are expected to fuel significant growth in
Slide 4: Q2 2025 Overview
Q2 2025 OVERVIEW 4 Private & Confidential
Slide 5: Q2 2025 Financial Highlights
Q2 2025 FINANCIAL HIGHLIGHTS TSM operations were impacted by adverse weather conditions, high jackpot payouts and temporary closure of outlets due to regional tension near the Cambodia border (RM mil) 0.8% 3.0% 17.1% 0.5% 5.9% SSM Revenue TSM PBT 94.9 Engineering 16.1 Others 81.7% 91.1% NOTES ● Q2 2
Slide 6: Performance – SSM Division
PERFORMANCE – SSM DIVISION Number of Slot Machines Sold 4,622 4,010 1,756 1,569 1,100 ~1,200 1,038 809 2018 2019 2020 2021 2022 2023 2024 H1 2025 Philippines Malaysia & Singapore Cambodia & Laos Vietnam 6 Private & Confidential
Slide 7: Performance – TSM Division
PERFORMANCE – TSM DIVISION Revenue and Profit Before Taxation (RM mil) 125.0 111.0 112.7 106.0 97.0 66.0 64.0 38.9 23.3 23.0 23.9 (1) 8.2 2.3 (6.4) (24.7) (41.2) 2018 2019 2020 2021 2022 2023 2024 H1 2025 Revenue Profit before Taxation Note: (1) Excludes impairment of RM15.1mil in 2023. 7 Private &
Slide 8: Financial Overview
FINANCIAL OVERVIEW Revenue and Profit After Taxation (RM mil) 760.7 699.3 351.1 Sales impacted due to COVID travel restrictions in the markets we operate in 272.5 214.9 191.1 168.7 91.0 (1) 40.2 55.2 27.7 (10.4) 3.8 (29.1) 2019 2020 2021 2022 2023 2024 H1 2025 SSM TSM Engineering Others PAT Note: (1
Slide 9: Strategy
STRATEGY 9 Private & Confidential
Slide 10: Strategy Moving Forward
STRATEGY MOVING FORWARD Well positioned to capitalize on the growing addressable market with remote gaming as well as GROW SSM additional IRs in the Philippines and legalization of casinos in other regions Upgrade of new machines and software in top performing outlets to maximize WPU OPTIMISE TSM Co
Slide 11: Sales, Services & Marketing (SSM)
SALES, SERVICES & MARKETING (SSM) 2025 ● Strong recovery in Cambodia (now with exclusive agent role) ● Order volume for 2025 expected to be lower than 2024 due to deferral of two major projects to 2026 2026 ● Privatization of PAGCOR-owned clubs and casinos − Currently closely monitoring the performa
Slide 12: Technical Support & Management (TSM)
TECHNICAL SUPPORT & MANAGEMENT (TSM) 2025 ● Further reduction of depreciation expected as more machines become fully depreciated ● Machine upgrades in top performing outlets – expected to deploy >200 machines ● Target new outlets with higher returns ● Opportunity to dispose fully depreciated TSM ass
Slide 13: Outlook & Investment Highlights
OUTLOOK & INVESTMENT HIGHLIGHTS 13 Private & Confidential
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS Strong Demand Fueled by Booming Gaming Industry ● Continued growth in Philippines gaming revenue, which is projected and on track to surpass Singapore by 2025 ● Up to 8 IRs planned and aggressive expansion of existing IRs in Philippines ● New cycle of equipment upgrades/replace
Slide 15: Replacement Market
REPLACEMENT MARKET On average, replacement rate in the market is 8-12%. Below illustration is based on a conservative assumption of 6% - 2025 replacement market was slower due to non-performing new game titles from previous year leading to more warranty conversions instead of paid conversions of gam
Slide 16: Philippines – What to Expect?
PHILIPPINES – WHAT TO EXPECT? PAGCOR New Openings of IRs ● Privatisation of PAGCOR- ● Up to eight casino projects are operated casinos (40 sites) being planned in the next 5 years ● Upgrade of 1st phase >3,000 o LET Manila Casino machines prior to sale − Of which RGB supplied 1,968 o LaVie Casino ma
Slide 17: Vietnam – What to Expect?
VIETNAM – WHAT TO EXPECT? ● Vietnam’s Ministry of Finance is proposing an investment policy for a $2.0 billion luxury casino complex in the north-eastern province of Quang Ninh ● Project will be built in Van Don district of Van Yen commune, and the ministry proposes allowing Vietnamese citizens to t
Slide 18: Philippines – Is There Room for More?
PHILIPPINES – IS THERE ROOM FOR MORE? Penetration Rate (EGMs per Million Population) 17,042 ● Despite record high GGR of US$7.0(1) billion in FY24, penetration rate of EGMs in Philippines is still low and below median, signifying ample upside potential ● Strong domestic demand with up to 8 more IR p
Slide 19: Philippines – Is There Room for More?
PHILIPPINES – IS THERE ROOM FOR MORE? Gross Gaming Revenue (GGR) (in US$ bn) 28.3 ● Record high GGR of US$7.0(1) billion in FY24 and surpassing Singapore’s GGR of US$5.7 billion 7.0 (1) 5.7 ● Up to 8 more IR projects are in the pipeline ● Current strong performance is supported by local players 8.0
Slide 20: Where Are the Next Target Markets? Sri Lanka, Thailand
WHERE ARE THE NEXT TARGET MARKETS? – INTELLIGENT SURVEY Sri Lanka ● Melco Resorts announced partnership with John Keells on a >$1bn integrated resort development in central Colombo, which will be branded as ‘City of Dreams Sri Lanka’ ● Wholly-owned local subsidiary of Melco has been awarded a 20- ye
Slide 21: Where Are the Next Target Markets? UAE, Japan
WHERE ARE THE NEXT TARGET MARKETS? – INTELLIGENT SURVEY United Arab Emirates ● General Commercial Gaming Regulatory Authority (GCGRA) was established in September 2023 with the mandate of devising regulatory framework for commercial gambling and lottery in UAE ● Wynn Al Marjan Island due to open in
Slide 22: Appendix
APPENDIX 22 Private & Confidential
Slide 23: Glossary of Terms
GLOSSARY OF TERMS AI Artificial Intelligence EGM Electronic Gaming Machine Gross Gaming Revenue. The difference between gaming wins and losses before the deduction of casino GGR operating costs and expenses. IR Integrated Resort. A resort property that includes a hotel with a casino as well as non-g
Slide 24: Q&A
Q&A 24 Private & Confidential
Slide 25: Thank You
THANK YOU 25 Private & Confidential
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