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Welcome
17thAug2016
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Management Team
JeffreyGohCEOSAMEE
HelenTeoCFOSAMEE
JeffreySeeOpsDirector,
SAMPrecision&Tooling
NgBoonKeatCOOSAMEE
TanGuanThongCOO
SAMGroup
YapHanLinOpsDirectorMeerkatPrecision
HoPonChowVP
SAMPrecisionandMeerkatPrecision
LimKeanThyeGM
SAMMeerkat
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Our performance since taking over in 2008
0100200300400500600700RM’m
-10
0
10
20
30
40
50
60
70RM’m
-10
-5
0
5
10
15
20%
ROE
PAT Revenue
RM’m
Capex
0
5
10
15
20
25
30
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Our Journey since 2008
RM0mil
RM100mil
RM200mil
RM300mil
RM400mil
RM500mil
RM600mil
RM700mil
FY2008/09 FY2009/10 FY2010/11 FY2011/12 FY2012/13 FY2013/14 FY2014/15 FY2015/16
Equipment Aerospace
Injecting Aerospace Business to mitigate revenue volatility
54%
46%
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Transformation
Exit Non-Core Business
Tool Cabinet Plastic Injection Moulding
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Transformation
6
CFM56-7EnginefortheBoeing737Aircra8
v Highlyprecisemeasurements
v Hightolerancetotemperatureandpressurerequirements
v Cri\calfailurecomponent
FanCasingFirst Aero-engine Case in Malaysia
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Transformation
7
Aircraft Applications Airbus A320ceo, A320neo, A330, A340, A380
Boeing B737, B737Max, B747-8, B767, B777, B787
Embraer 170/175, 190/195
Bombardier CRJ 700/900, Learjet 60
Dassault Falcon 200EX
Cessna Citation Jet, Envoy
Gulfstream G200
AVIC ARJ21 Comac 919
Compressor & Combustor Cases
Acquisition of Aero-engine Case Business
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Transformation
Higher Value Equipment Integration
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Transformation
Wafer Fab Chamber Assembly
Front End Semicon Equipment
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Today
75%
25%
FY2009RM158m
Back-endSemiconDataStorageAerospaceFront-endSemicon
5%
25%
54%
9%
FY2016RM620m
More diversified products that are 100% export
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Our Factories
Singapore
Malaysia–Penang
Thailand–Ayu*ayaSuppor\ngAerospaceBusiness
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Global Aerospace Customers
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Global Equipment Customers
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 New Aerospace Product
14
Prismatic Parts
Airbus 350, Boeing 787 & Bombardier C-Series Aircraft
Projected order backlogs RM0.3b
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 New Aerospace Product
Nacelle Beam (Latch)
Nacelle Beam (Hinge)
15
Airbus 320neo
Projected order backlogs RM0.52b
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 New Aerospace Product
Expand capability into turbine section
Today’s Capability (Alu, Stainless Steel, Titanium, Inconel 718)
Fan Cases
Compressor & Combustor Cases
Air Flow
Turbine Cases
HPT cases (Inconel 718 Plus)
NEW
Projected order backlogs RM0.17b
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 New Front End Equipment Product
Wafer Processing Equipment
Projected steady state revenue/year RM8m
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 Huge Aerospace Business Order Book
Projected Contractual Backlogs > RM 3.5 billions
Expect to invest another RM100 million in the next 2
years to increase production capacity
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016
Going Forward
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Crossover Project
To cross over the RM1 billion revenue serving major global OEMs in key industries
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016 The Crossover Project
FY2008/09 FY2009/10 FY2010/11 FY2011/12 FY2012/13 FY2013/14 FY2014/15 FY2015/16 FY2019/20
RM383 mil RM453 mil RM452 mil
RM1 billion
RM531 mil
RM308 mil RM303 mil
RM158 mil
Non-Aerospace Business Aerospace Business
20%
80%
Organic
Acquisi\onRM620 mil
Growth through expansion and opportunistic Acquisition with
Aerospace business as the key driver
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SAM Engineering & Equipment Update
Strictly Private & Confidential Aug 2016
Q & A