Yinson Holdings Bhd. · MYX:YINSON
Yinson Holdings Bhd — Investor Presentation (June 2025)
33 slides from Yinson Holdings Bhd's investor presentation, June 2025
Slide 1: Corporate Presentation June 2025
Corporate Presentation June 2025
Slide 2: Disclaimer
Disclaimer This document may contain projections, estimates, forecasts, targets, opinions, prospects, results, returns and forward-looking statements ("forward-looking statements") with respect to Yinson Holdings Berhad (”Yinson" or the "Group") future performance, position and financial results. Ex
Slide 3: Yinson at a glance
Yinson at a glance USD 1.3 billion 20 countries ~USD 20.6 billion1 Market capitalisation Across the globe Contracted revenue for Yinson (listed on Bursa Malaysia) Production and Yinson Renewables A1 / A + ratings 1,191 MW Top tier In operation, in construction or From RAM and MARC FPSO contractor at
Slide 4: A presence across 20 countries
A presence across 20 countries Norway United Kingdom Netherlands United States Italy India Vietnam Colombia Ghana Nigeria Singapore Brunei Malaysia Group Corporate Peru Indonesia Angola Yinson Production Brazil Yinson Renewables Namibia Chile Yinson GreenTech New Zealand 4
Slide 5: Our purpose
We keep a clear focus on the energy space Offshore energy infrastructure Our purpose is to provide reliable and sustainable energy infrastructure that empowers communities, drives Renewable energy infrastructure economic growth and protects the environment for current and future generations. Infrast
Slide 6: Our bold evolution is driven by our sustainability mindset
Our bold evolution is driven by our sustainability mindset 2019 TO PRESENT 2014 - 2018 TRANSITION- FOCUSED ENERGY 2011 - 2013 FULL SCALE INFRASTRUCTURE EXECUTION AND GROUP 1984 - 2010 OFFSHORE SERVICE FPSO Diversified into renewables and TRANSPORT PRODUCTION PROVIDER green technologies to advance th
Slide 7: We are a values-driven organisation
We are a values-driven organisation Sustainable S Reliable Decisive R Adaptable D Open O A Passionately delivering powerful solutions 7
Slide 8: Latest corporate highlights
Latest corporate highlights April 2025 June 2025 Yinson GreenTech showcases maritime Yinson GreenTech partners with MPA to Yinson included in the Fortune 7 innovation at Singapore Maritime Week 5 advance Maritime Digital Twin in 17 Southeast Asia 500 for the second 2025 and Maritime Battery Forum 20
Slide 9: We are led by a strong, experienced and diverse Board of Directors
We are led by a strong, experienced and diverse Board of Directors Tan Sri Dato’ (Dr) Wee Hoe Soon Lim Han Weng Lim Chern Yuan @ Gooi Hoe Soon Group Executive Chairman Group Chief Executive Officer Senior Independent Non-Independent Executive Director Non-Independent Executive Director Non-Executive
Slide 10: Our strategies are executed by an experienced and competent Senior Management
Our strategies are executed by an experienced and competent Senior Management Lim Chern Yuan Chai Jia Jun Louisa Brady Andrew Choy Group Chief Executive Officer Group Chief Financial and Strategy Officer Group Chief Human Resources Officer Group General Counsel Chief Executive Officer, Yinson GreenT
Slide 11: Market Capitalisation (RM bil)
Our market capitalisation has appreciated 85 times since 2011 9 Ventured into Recognised as a full-scale execution Transitioned into an energy infrastructure 200 Offshore Production and service FPSO provider group 8 180 160 7 Market Capitalisation (RM bil) Dividend Payment (RM mil) 140 6 Rights proc
Slide 12: Financial performance (QTD and YTD Q1FY2026)
Financial performance (QTD and YTD Q1FY2026) REVENUE PATA MI YI NS O N P RO DUCT I O N E NT E RP RI S E RE P O RT I NG E B I T DA (2) RM1,230 million 44% RM115 million 43% RM800 million 59% RM2,214 million RM203 million RM504 million A DJUS T E D RE V E NUE ( 1 ) A DJUS T E D CO RE E B I T DA ( 1 )
Slide 13: Financial performance (Q1 FY2026) (cont'd)
Financial performance (Q1 FY2026) (cont’d) Q4 FY2025(1) Q1 FY2026(1) Q4 FY2025(1) Q1 FY2026(1) Total Assets 25,788 25,808 Net Debt to EBITDA (times) 4.12 6.10 Cash and Liquid Investments 2,728 2,545 Adjusted Net Debt to Adjusted 4.81 5.77 EBITDA(5) (times) Total Borrowings 16,054 16,562 Gross Gearin
Slide 14: Strong and supportive shareholders
Strong and supportive shareholders Lim Family 26.64%* KLSE: YINSON SECTOR: Other Public ENERGY Shareholders STOCK 48.53% CODE: 7293 EPF 17.73% KWAP 7.10%* Note(s): 1) According to the Record of Depositors as at 30 May 2025. 2) * Includes direct and indirect interests. 14
Slide 15: Yinson's investment into the energy transition
Yinson’s investment into the energy transition Share of alternative energy Our strategic aims sources will increase YR and YGT contribute to alternative energy's growth in the energy mix by Both YP and YR enable encouraging an integrated the Group to continue technology-driven providing affordable,
Slide 16: Our approach to sustainability aligns with our purpose
Our approach to sustainability aligns with our purpose Our purpose is to provide reliable and sustainable energy infrastructure that empowers communities, drives economic growth and protects the environment for current and future generations. Environmental Social Governance Driving sustainable Build
Slide 17: Our Climate Goals are to be carbon neutral by 2030 and net zero by 2050
Our Climate Goals are to be carbon neutral by 2030 and net zero by 2050 Our Climate Framework Our climate-related progress Carbon reduction Investment into green businesses¹ (%) Incorporate Zero Emission FPSO technologies in FPSO designs and retrofitting where possible. 2025 8 Reduce emissions acros
Slide 18: Latest ESG developments and recognitions
Latest ESG developments and recognitions April 2025 May 2025 June 2025 Yinson Production Ghana opens fourth Yinson volunteers transform space into Yinson receives the Silver Award in the 3 computer lab to expand digital learning 9 community hub for B40 women 9 General Award category at the in Ahanta
Slide 19: Creating long-term shared value on the ground in areas we operate
Creating long-term shared value on the ground in areas we operate Kelab Belia Prihatin Mangrove Yinson Girls Education • Partnered with Ahanta West Nursery and Conservation • Partnered with Kelab Belia Programme Directorate of Education on Prihatin (KBP) on “We Be-Leaf the “Yinson Girls Education To
Slide 20: We are a top rated ESG company, marking steady improvement Y-o-Y
We are a top rated ESG company, marking steady improvement Y-o-Y S&P CSA FTSE4Good Sustainalytics (OIE Energy Equipment & Services) (Oil Equipment & Services) (Oil & Gas Equipment) 2024 64 2025 4.1 2024 15.3 2023 58 2024 3.8 2023 14.5 2022 47 2023 3.8 2022 17.4 ESG Rating: 64 ESG Rating: 4.1 ESG Rat
Slide 21: Yinson Production: purpose, strategic goals and strategies
STRATEGIC GOALS PURPOSE Lead the lease and operate Lead in technological Achieve a resilient Establish synergistic space for mid-sized FPSOs. and digital innovation to financial ecosystem to businesses within the deliver industry-leading support sustained offshore energy performance and ESG value cr
Slide 22: We have a globally diverse asset base and presence
We have a globally diverse asset base and presence Norway (Operations HQ) Netherlands (Corporate Office) United States Offices Vietnam FSO PTSC Bien Dong 01 FPSO PTSC Lam Son Malaysia FPSO John Agyekum Kufuor Singapore (Corporate Office) Ghana Nigeria FPSO Helang (Corporate and Projects HQ) FPSO Abi
Slide 23: Yinson Production specialises in integrated FPSO and FSO services
FSO PTSC Bien Dong 01 - Vietnam FPSO Lam Son - Vietnam Yinson Production specialises in the provision of integrated services for floating production, FPSO John Agyekum Kufuor - Ghana FPSO Helang, Malaysia storage, offloading (FPSO) and floating storage and offloading (FSO) units to meet the demands
Slide 24: Strong contract backlog of USD 19.6bn until 2048
Strong contract backlog of USD 19.6bn1 until 2048 (calendar years) 2046 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2047 2048 Vessel Client Credit rating2 Country Backlog (USDbn) Ownership3 Backlog breakdown Firm backlog: USD 5.3bn | Optio
Slide 25: Diversified portfolio of strong counterparties
Diversified portfolio of strong counterparties • 50/50 joint venture between BP • Recognised as the • Recognised by the • Baa1 Moody’s (Eni SpA) p.l.c and ENI S.p.A second-best Brazilian Federal Ministry of • A- S&P and Fitch (Eni • Expected to be Angola’s largest company in the oil and Petroleum Re
Slide 26: Delivering a continuously strong operational track record
Delivering a continuously strong operational track record Average fleet uptime FY2024 FY2025 FY2026 99.6% average 5-year fleet technical uptime 100.0% 100.0% 100.0% 100.0% Commercial uptime1 99.0% Trend of technical uptime of Yinson Production 100.0% 100.0% 100.0% 99.5% compared to the FPSO industry
Slide 27: Yinson Renewables: purpose, strategic goals and strategies
STRATEGIC GOALS Be a significant standalone business Participate in the full renewables Unlock additional value through PURPOSE within Yinson – a global Independent value chain globally. strong financial partnerships. Power Producer (IPP). To provide renewable energy generation systems, driving long
Slide 28: Forecasted revenue of USD 1 billion until 2054 underpinned by long-term PPAs
Forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs 2035 2036 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 Asset Client Country Bhadla Until Dec 2042 India Solar Park Nokh
Slide 29: A solid pipeline with a key focus on 5 core markets
A solid pipeline with a key focus on 5 core markets in the near term Core Markets Short term focus with acquisition opportunities being investigated for delivery against operational targets. PERU BRAZIL NEW ZEALAND ITALY MALAYSIA • 97 MWp Matarani solar • Vicosa and Santa Clara • Several large-scale
Slide 30: Renewables Projects Pipeline
Renewables Projects Pipeline(1) Site Investigation(2) Development & Consent Construction Design, evaluation, consent and Own & Operate Finding and evaluating Pre-construction grid applications (Including Power Sales) Projects Key Construction & Financing C.O.D Securing Secured Power sales and financ
Slide 31: Yinson GreenTech: purpose, strategic goals and strategies
STRATEGIC GOALS PURPOSE Be a significant Provide full suite of Be the go-to brand for Unlock value by working standalone business technologically-enhanced, transport electrification with like-minded within Yinson. digitally-enabled solutions that enhance partners and attracting To electrify electrif
Slide 32: Electrification is the Heart of our Business
Electrification is the Heart of our Business We aim to deliver a clean, integrated and technology- enhanced transportation Land EV Solutions Marine EV Solutions ecosystem across Electric vessels leasing Electric vehicles leasing land and sea. Technology-enhanced Technology-enhanced Autonomous vehicl
Slide 33: Thank you!
Thank you! Passionately delivering powerful solutions www.yinson.com
Yinson Holdings Berhad — Investor Presentation (June 2025) on 6ix