Nanofilm Technologies International Ltd. · SGX:MZH
Nanofilm Technologies International — H1 2025 Earnings Presentation
23 slides from Nanofilm Technologies International's earnings presentation, August 2025
Slide 1: Nanofilm Technologies International 1H2025 Results Announcement
NANOFILM TECHNOLOGIES INTERNATIONAL 1H2025 Results Announcement August 2025
Slide 2: Important Notice
IMPORTANT NOTICE This presentation is for information purposes only and does not constitute or form part of an offer, invitation or solicitation of any offer to purchase or subscribe for any securities of Nanofilm Technologies International Limited (the “Company”) in Singapore or any other jurisdict
Slide 3: Management Panel
Management Panel Dr Shi Xu Mr Kay Lim Mr Gian Yi-Hsen Mr Ian Howe Executive Chairman and Group Chief Financial Officer Group Chief Strategy Officer and Group Chief Commercial Officer Group Chief Executive Officer Chief Executive Officer, Sydrogen 2 | CONFIDENTIAL
Slide 4: Agenda
Agenda ▪ Overview ▪ Financial Highlights ▪ Outlook ▪ Q&A
Slide 5: Overview
1 | Overview Dr Shi Xu Executive Chairman and Group CEO
Slide 6: 1H2025 At a Glance: Growth-Led Recovery – Rebuilding Strength, Regaining Momentum
1H2025 At a Glance: Growth-Led Recovery – Rebuilding Strength, Regaining Momentum Back to Profitability with Strategic Progress Across All BUs 1% 8% 1H2025 7% S$ 24m S$ 95m 1H2025 as at 30 June 2025 +46% YoY S$ 107m ADJUSTED EBITDA TOTAL CASH BALANCE +30% YoY 1H2025 AMBU NFBU IEBU 84% Sydrogen S$ 1.
Slide 7: Overview
Overview $ Growth in 1H2025 across all BUs ▪ 1H2025 saw improved revenue contributions across all business units ▪ Every BU delivered YoY growth, with AMBU and IEBU leading topline expansion ▪ Profit restored Continuing Cost Optimisation with Improved Structural Efficiency ▪ To meet operational need
Slide 8: Financial Highlights
2 | Financial Highlights Mr Kay Lim Group CFO
Slide 9: 1H2025 Revenue Performance
1H2025 Revenue Performance Revenue Growth Across All Business Units ▪ Group 1H2025 revenue grew 29.6% YoY to S$107.2m, up 12 0.0 (in S$m) 10 0.0 from S$82.6m, mainly led by AMBU and IEBU: o Revenue from Advanced Materials – Consumer(1) saw a 35% increase YoY from higher demand 80 .0 REVENUE 60 .0 10
Slide 10: Core Expenses: Structural Cost Discipline
Core Expenses: Structural Cost Discipline Costs under Control due to Targeted Measures (in S$m) 40 .0% 12 0.0 39.8% 32.6% 35 .0% ▪ GPM was recorded at 32.6% in 1H2025, slightly down from COGS & GPM 10 0.0 33.5% 30 .0% 33.5% in 1H2024, as the Group recorded higher costs associated 73.4 72.2 with NPI
Slide 11: Investment in Technology & Innovation
Investment in Technology & Innovation Disciplined Innovation with Projects Moving Closer to Commercialisation R&D and Engineering Expenses (1) (in S$m) 25 .0 18.8 17.7 20 .0 15.7 15 .0 11.1 9.0 11.2 10 .0 5.0 6.7 7.6 6.5 - 1H2024 2H2024 1H2025 R&D & Engineering(1) Capitalisation ▪ Total R&D and Engi
Slide 12: PATMI & EBITDA Review
PATMI & EBITDA Review YoY Improvement in Profit Trend (in S$m) 9.4% ▪ The Group reversed its net loss position in 1H2024 to 40 .0 1.5% 10 .0% a positive PATMI of S$1.6m in 1H2025, driven by 35 .0 30 .0 -4.5% 0.0 % 25 .0 -10.0 % stronger business performance PATMI 20 .0 11.5 ▪ Adjusted EBITDA margin
Slide 13: Cash Generative, Growth-Focused
Cash Generative, Growth-Focused Total cash balance as at 30 June 2025 (in S$m) 14 0 Effects of 12 0 20 19 exchange rate 15 1 0.4 10 0 80 60 110 40 95 20 0 Beginning cash balance Operating cash flow PPE Acquisitions & Financing cash flow Ending cash balance Intangibles ▪ Continued to generate positiv
Slide 14: Outlook
3 | Outlook Dr Shi Xu Mr Ian Howe Mr Gian Yi-Hsen Executive Chairman Group CCO Group CSO and and Group CEO CEO, Sydrogen
Slide 15: Business Outlook: AMBU
Business Outlook: AMBU Global Diversification and Resilience Drive Consistent Growth CONSUMER: Continued growth with key customers and project ramp-ups ▪ Good growth in 1H, especially with key customer and continued engagement of Chinese and Korean end customers ▪ Continued growth in factory-in-fact
Slide 16: Business Outlook: IEBU
Business Outlook: IEBU Delivery Turnaround and Preparing for Future Strategic Opportunities ▪ Cautiously optimistic for 2H2025 ▪ Equipment deliveries planned for China, Germany, Japan for key clients in Mold Coater business ▪ After-sales services revenue expected to be similar to 1H2025 15 | C O N F
Slide 17: Business Outlook: NFBU
Business Outlook: NFBU Steady Growth While Preparing for New Strategic Programmes ▪ Growth through additional allocations in existing programmes ▪ Preparations for new strategic programme to begin production next year for key customer ▪ Continued engagement of new segments, such as Automotive, and w
Slide 18: Business Outlook: Sydrogen
Business Outlook: Sydrogen Continued Engagement of Nascent Chinese Fuel Cell Market ▪ Chinese fuel cell market continues to be leading fuel cell market with Sydrogen as key coating supplier ▪ Begun air-cooled fuel cell systems shipments with pilot systems ▪ Launch of SydroPEARL® electrolyser coating
Slide 19: Overall Outlook
Overall Outlook MARKET ENVIRONMENT ▪ While the global operating environment remains uncertain, we are well-positioned with established resilience, having proactively de-risked geopolitical exposures, invested ahead in infrastructure, and maintained the agility to adapt to evolving conditions ▪ While
Slide 20: Q&A
4 | Q&A
Slide 21: Thank You
THANK YOU Investor Relations: +65 6281 1888 | ir@nti-nanofilm.com
Slide 22: Appendices
| Appendices
Slide 23: Appendix: Other Industry Participants' Revenue (US$b)
Appendix: Other Industry Participants’ Revenue (US$b) Peers 1Q24 1Q25 YoY Change 1H24 1H25 YoY Change OC Oerlikon Corporation AG (SWX:OERL) 0.48 0.44 -8% 0.94 0.91 -3% Hon Hai Precision Industry Co., Ltd. (TWSE:2317) 42.09 49.98 19% 90.00 109.301 21% Shenzhen Everwin Precision Technology Co., Ltd. 0
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