Kesm Industries Bhd.MYX: KESM

Executive Chairman & CEO’s Presentation at 51st AGM

· Issued by Kesm Industries Bhd.

KESM Industries Berhad

ANNUAL GENERAL MEETING

Presented By: Mr. Sam Lim

Executive Chairman & Chief Executive Officer

12 January 2023, Thursday

Venue: Spectrum & Prism, Level 3A Connexion @ Nexus

Page 1 of 5, 12 Jan 2023

2019 - 2022

Pandemic Lockdowns

US & China Trade War

Weak US Car Market

  • Russia/Ukraine War
  • Disruption In Global Supply Chain
  • Inflation

Page 2 of 5, 12 Jan 2023

The Future is EV

From Horsepower to Chip Power

2021

2025

6.6M Units of Car

20.6M Units of Car

US$712US$911

Semiconductor Content In Car 28%

Source: Bloomberg Chart: May 6, 2021

Page 3 of 5, 12 Jan 2023

Driving Into 2023

  • Keeping Our Focus On EV
  • Expanding Capabilities
  • Continuing To Spend & Align Investments To Match
    Customers' Requirements
  • Assured Of Stronger Sales Momentum With China Re-Opening Its Borders

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for your support

Page 5 of 5, 12 Jan 2023

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