Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Investor Presentation (February 2021)
13 slides from Sam Engineering & Equipment (m) Bhd's investor presentation, Feb 24, 2021
Slide 1: SAM Engineering & Equipment (M) Berhad Investor Briefing
SAM Engineering & Equipment (M) Berhad Investor Briefing 24 February 2021 Propriety Information of SAM
Slide 2: Disclaimers
Disclaimers The information contained in this presentation reflect the views and opinions of the management of SAM Engineering & Equipment (M) Berhad (“SAMEE”) with regard to the sources referenced and is part of the group business update. All sources of information are believed to be factual and cu
Slide 3: Our Business
Our Business FY2020 Revenue ( Business Segment ) 52% RM939mil 48% Semiconductor Engine Casings Storage devices Aerostructure parts • Solid State Drive • Hard Disk Propriety Information of SAM 3
Slide 4: Our Facilities
Our Facilities Penang, Malaysia Singapore Aerospace (Casings) PE3: Aerospace (Casings) PE5: Aerospace & Equipment Jurong & Tuas, Singapore PE1: Aerospace & Equipment (Special Process) Penang, Malaysia (Small Format Machining) Penang, Malaysia Penang, Malaysia Thailand Aerospace PE6: Equipment PE7: E
Slide 5: Highlights of Q3 FY2021 Financials
Highlights of Q3 FY2021 Financials Revenue Profit Before Tax ▪ Aerospace Business affected RM’ mil RM’ mil by Covid-19 but recovered 220.9 marginally in Q3. 205.4 22.2 171.0 18.6 ▪ Equipment Business remained strong and positive. Q3’21 11.7 revenue was lower than 149.3 194.1 29.0 Q2’21 mainly due to
Slide 6: Business Environment - Aerospace
Business Environment - Aerospace Air traffic impacted by COVID-19 Production forecasted to return to pre-pandemic levels in 2024 ➢ Domestic market leading the recovery Commercial Aircraft Production Forecast Passenger Market 2500 0% Growtwhe (y/y) 1994 2007 2036 2025 2000 1839 1894 1711 -50% 1606 14
Slide 7: Business Environment - Equipment
Business Environment - Equipment Strong demand for Semiconductor and Data Storage Devices SEMI (14-Dec-20): Projected Record Sales PC shipments grew 13.1% y-o-y in 2020 ($69Bil) of Global semiconductor equipment in 2020 Worldwide Traditional PC Shipments 2020 (Preliminary Results, Shipments in thous
Slide 8: Continue to pursue growth
Continue to pursue growth Equipment Aerospace Modernize & Expand Modernize & Optimize → Capture Growth → Prepare for the up-turn Propriety Information of SAM 8
Slide 9: Equipment: Expansion in Penang
Equipment : Expansion in Penang SAMEE continues its expansion to support existing & new projects Space Expansion Equipment Capacity Expansion + 22,000 ft2 > 15 equipment Cleanroom Production floor Combi Punch-Laser Machine Production floor Assembly floor Warehouse (Ready by mid 2021) Propriety Infor
Slide 10: Equipment: Expansion in Thailand
Equipment : Expansion in Thailand Expand our Thailand Operations • Additional space to grow Equipment business • Operational in 2021 Propriety Information of SAM 10
Slide 11: Aerospace: Modernization
Aerospace : Modernization SAMEE continues to modernize our Aerospace operations and support growth of Equipment Business Factory automation : Adding Flexible Manufacturing System Operational in mid-2021 Propriety Information of SAM 11
Slide 12: Aerospace: Optimize resources
Aerospace : Optimize resources PE5 – Small Format Machining Penang SPA – Large Format Machining PE3 – Big MALAYSIA Merge PE5 machining Format operations into Bukit Machining Minyak plant Transfer production lines from Jurong Plant to PE3, Penang SINGAPORE Jurong Plant Proprietary information of SAM
Slide 13: Thank You
Thank You Propriety Information of SAM 13
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