Slide 1: Investor Briefing Q2 2026
INVESTOR BRIEFING Q2 2026 – 21 AUG 2026 www.qesnet.com © 2026 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 VALUE ENGINEERING DIVISION* MANUFACTURING DIVISION *formerly known as Distribution 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
Slide 4: Business Overview - Business Segments
BUSINESS OVERVIEW - BUSINESS SEGMENTS Value Engineering Manufacturing Inspection, Test Materials & Semiconductor Semiconductor Med Tech Analytical Inspection & Automated Automated & Measurement Engineering Instruments Measuring Handling Inspection Equipment Solutions Equipment Equipment Equipment ©
Slide 5: Business Overview - Sector & Product Diversity
BUSINESS OVERVIEW -SECTOR & PRODUCT DIVERSITY ❖ Diversified into 4 core sectors MANUFACTURING ❖ Counter cyclical Core Business VALUE ENGINEERING ❖ Spare parts and service provide strong recurring revenue SPARE PARTS & SERVICE ❖ Sustainable revenue growth Semiconductor MedTech E&E Automotive Others K
Slide 6: Financial Highlights - Quarterly Results QoQ and YoY
FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS QoQ AND YoY Quarterly Period Ended RM'million Q2'26 Q1'26 QoQ% Jun'26 Jun'25 YoY% Revenue Value engineering 61.3 51.2 +19.7% ▲ 112.5 111.2 +1.2% ▲ • Products - Equipment 40.9 35.8 +14.2% ▲ 76.7 74.8 +2.5% ▲ - Materials 5.0 1.9 +163.2% ▲ 6.9 6.2 +11.3% ▲ • Ser
Slide 7: Financial Highlights - Quarterly Results Comparison
FINANCIAL HIGHLIGHTS - QUARTERLY RESULTS COMPARISON Quarterly Result For Period Ended RM'million Q2'26 Q2'25 Q1'26 YoY% QoQ% Jun'26 Jun'25 YoY% Revenue 78.8 77.3 58.3 +1.9% ▲ +35.2% ▲ 137.1 123.1 +11.4% ▲ PATMI 7.0 4.4 3.7 +59.1% ▲ +89.2% ▲ 10.7 5.3 +101.9% ▲ PATMI Margin 8.9% 5.7% 6.3% - - 7.8% 4.3
Slide 8: Financial Highlights - Quarterly Revenue and PBT Trend
Financial Highlights – Quarterly Revenue And PBT Trend Quarterly Financial Highlights 2023 - 2026 Q2 16.0% 14.5% 86.8 14.0% 78.8 77.3 75.2 12.3% 12.2% 11.9% 12.1% 12.0% 11.3% 68.5 66.9 62.3 68.0 10.1% 10.0% 57.3 58.4 56.4 54.2 58.3 9.3% 8.0% 8.0% 45.8 7.4% 6.3% 5.9% 6.0% 4.8% 4.0% 3.3% 9.7 10.3 9.1
Slide 9: Financial Highlights - Annual Revenue and PATMI Trend
Financial Highlights – Annual Revenue And PATMI Trend Financial Highlights 330.0 2022 - 1H 2026 12.0% 280.0 264.4 269.5 266.8 10.0% 10.0% 240.7 230.0 7.8% 8.0% 7.7% 180.0 6.4% 6.1% 137.1 6.0% 130.0 4.0% 80.0 26.4 2.0% 30.0 18.5 17.3 16.3 10.7 (20.0) 2022 2023 2024 2025 1H-2026 0.0% Revenue (RM'milli
Slide 10: Financial Highlights of FYE26 - 1H Cumulative Period
FINANCIAL HIGHLIGHTS OF FYE26 – 1H CUMULATIVE PERIOD Revenue (RM Mil) Gross Profit (RM Mil) PBT (RM Mil) PATMI (RM Mil) 37.3 15.1 10.7 137.1 31.0 123.1 7.7 5.3 1H-2025 1H-2026 1H-2025 1H-2026 1H-2025 1H-2026 1H-2025 1H-2026 • Overall revenue increased due to higher revenue generated from both manufa
Slide 11: Financial Highlights - Cash & Cash Equivalents
Financial Highlights – Cash & Cash Equivalents Cash and cash equivalents (RM'mil) 100.2 90.7 80.7 77.6 70.9 2022 2023 2024 2025 1H-2026 © 2026 QES Group Berhad. All rights reserved.
Slide 12: Financial Highlights - Gearing Ratio
Financial Highlights – Gearing Ratio 210 0.40 199.7 200 195.7 190 184.1 180 174.1 0.37 0.35 170 159.0 160 0.31 0.30 150 0.30 140 130 0.25 120 RM' million 110 0.20 100 0.21 90 80 73.3 0.15 70 0.16 61.5 60 55.5 0.10 50 40 36.5 30 25.0 0.05 20 10 0 - 2022 2023 2024 2025 1H-2026 Total debts (RM'million)
Slide 13: Financial Highlights - Other Ratios
Financial Highlights – Other Ratios Earning before Interest, Taxes, Depreciation and Profit attributable to Owners of the Company Amortisation (RM'million) (RM'million) 26.4 39.3 34.3 32.0 32.0 18.5 17.3 16.3 20.5 10.7 2022 2023 2024 2025 1H-2026 2022 2023 2024 2025 1H-2026 Basic Earnings per Share
Slide 14: Analysis: Revenue Breakdown - By Country/Region
Analysis: Revenue Breakdown – By Country/Region 6.1% 4.3% 4.2% 9.0% 7.9% 45.8% 47.6% 53.3% 47.5% 59.7% 49.9% 43.4% 44.6% 40.6% 36.1% 2022 2023 2024 2025 1H-2026 Malaysia ASEAN Others © 2026 QES Group Berhad. All rights reserved.
Slide 15: Analysis: Revenue Breakdown - By Division
Analysis: Revenue Breakdown – By Division 13.9% 13.5% 11.5% 15.7% 17.9% 19.3% 23.1% 25.5% 21.8% 21.1% 66.8% 65.4% 61.0% 62.5% 61.0% 2022 2023 2024 2025 1H-2026 Value Engineering Division - Products Value Engineering Division - Services & Parts Manufacturing Division © 2026 QES Group Berhad. All righ
Slide 16: Growing Installed Base Supports Recurring Revenue
Growing Installed Base Supports Recurring Revenue Manufacturing Total QES Group * 568 18,390 600 545 20,000 17,480 514 476 18,000 16,036 500 422 14,556 16,000 13,827 14,000 400 12,000 300 10,000 8,000 200 6,000 4,000 100 2,000 - - FY 22 FY 23 FY 24 FY 25 1H-2026 FY 22 FY 23 FY 24 FY 25 1H-2026 * Som
Slide 17: Strong Recurring Income & Strategic Expansion
Strong Recurring Income & Strategic Expansion 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 100.2 million manufacturing, value engineering a
Slide 18: Semiconductor Market Outlook
Semiconductor Market Outlook © 2026 QES Group Berhad. All rights reserved.
Slide 19: Semiconductor Market Outlook
Semiconductor Market Outlook © 2026 QES Group Berhad. All rights reserved.
Slide 20: Semiconductor Market Outlook
Semiconductor Market Outlook © 2026 QES Group Berhad. All rights reserved.
Slide 21: 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 22: 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 23: 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 24: The End - Thank You
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 © 2026 QES Group Berhad. All rights reserved.