Singapore Exchange Ltd. · SGX:S68
Singapore Exchange — Grand Venture Technology — 9M24 Earnings Presentation
12 slides from Singapore Exchange's earnings presentation, Nov 8, 2024
Slide 1: 9M24 Business Update
9M24 Business Update 8 November 2024 Engineering the future of innovation with you
Slide 2: 9M24 Key Developments
9M24 Key Developments • 9M24 revenue increased by 35.8% YoY to reach S$111.9m Overall • Gross profit margin expanded by 2 percentage points YoY due to continued improvement in utilisation • Winning new programs for front-end semiconductor customers Semiconductor • Actively engaged in projects focuse
Slide 3: Performance Review
Performance Review Sequential Performance (S$m) (3Q23 to 3Q24) 80% 43.5 Sequential revenue growth since 3Q23 driven 40 37.5 primarily by Semiconductor, Aerospace, and 60% Medical segments 30.8 28.5 28.9 40% 20 26.7% 26.9% 26.4% Gross profit margin remained steady on a 23.0% 25.8% sequential basis; e
Slide 4: Segmental Highlights
Segmental Highlights Segmental Revenue (S$m) Semiconductor (+50.8% YoY) 120 111.9 • Progressive demand improvement from key customers, especially within HBM. 100 36.1 82.4 • New program wins and growing wallet share 80 27.2 16.2 Life Sciences (+3.4% YoY) 60 • Continued expansion of wallet share with
Slide 5: Outlook
Outlook On track to attain higher end of 2H2024 revenue guidance of between S$80 million and S$86 million, leading to all-time high revenue for FY2024 of between S$148.3 million and S$154.3 million • Benefitting from the ongoing supply chain reconfiguration with multinational corporations earmarking
Slide 6: Appendix
Appendix Engineering the future of innovation with you
Slide 7: GVT at a Glance
GVT at a Glance What we do Markets we serve The GVT advantage Value engineering Global Presence & Exposure Experience & expertise Early customer engagement and •Southeast Asia •Average 27+ years of precision participating in the design process Up-and-coming manufacturing and engineering experience a
Slide 8: Moving up the value-chain
GVT’s strategic positioning in the value stack Value Stack Penetrating high margin segments Consumables & Front-end Semis (underway) Back-end Services Advanced Metrology & Deposition Etch Testing Inspection Moving up the value-chain Materials Vertical Integration Design-in Lithography Epitaxy Assemb
Slide 9: Selected core competency illustration: Submicron precision machining
Selected core competency illustration: Submicron precision machining Sub-Micron Machining and its Importance Selected Applications • Also known as “ultra-precision machining” Analytical Life Sciences Instruments • A high-precision manufacturing process: materials are processed • Mass spectrometers i
Slide 10: Differentiated capabilities to serve and cross-sell to a differentiated blue-chip customer base
Differentiated capabilities to serve and cross-sell to a differentiated blue-chip customer base Electronics, Capabilities Semiconductor Life Sciences Aerospace Medical & Others Design for Manufacturability / Assembly ✓ ✓ ✓ ✓ Ultra Precision Machining (Sub-micron) ✓ ✓ ⚫ High Precision Machining ✓ ✓ ✓
Slide 11: Disclaimer
Disclaimer This presentation may contain forward-looking statements which are subject to risks and uncertainties that could cause actual results to differ materially from such statements. Such risks and uncertainties include those arising from COVID-19, industry and economic conditions, competition,
Slide 12: Grand Venture Technology Limited
Grand Venture Technology Limited 2 Changi North Street 1 Singapore 498828 T : +65 6542 3000 Investor relations contact: Financial PR Kamal Samuel | Shivam Saraf kamal@financialpr.com.sg shivam@financialpr.com.sg
Grand Venture Technology — 9M24 Earnings Presentation on 6ix