Investor Update - SAM · SAM Engineering & Equipment Update ... Aerospace Product : Nacelle Beam...

Investor Update

Sep 2016

SAM Engineering & Equipment Update

Strictly Private & Confidential Sep 2016 SAM Engineering & Equipment

SAM Group

SAM Suzhou SAM Engrg & Equipment

Aviatron

China

Malaysia

Malaysia Singapore Thailand

Germany

Germany

Germany

Germany

Minority Shareholders

29.87% As at 3 Aug 2016

Europe Operations

Asia Operations


Strictly Private & Confidential Sep 2016 SAM Engineering & Equipment Companies

SAM Engineering & Equipment manufacturing sites

SAM Aviatron manufacturing site

Bayan Lepas

Bukit Minyak

�


Strictly Private & Confidential Sep 2016 SAM Engineering & Equipment Companies

SAM Engineering & Equipment manufacturing sites

Bayan Lepas

Bukit Minyak

Singapore

Thailand–Ayu$aya


Strictly Private & Confidential Sep 2016 Aerospace Product : Engine Case

Fan

Compressor&

Combustor Turbine


Strictly Private & Confidential Sep 2016 Penang : Fan Cases

6

CFM56-7EnginefortheBoeing737Aircra8

v  Highlyprecisemeasurements

v  Hightolerancetotemperatureandpressurerequirements

v  Cri:calfailurecomponentFanCasing


Strictly Private & Confidential Sep 2016 Singapore : Compressor & Combustor Cases

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

ENGINE CASES


Strictly Private & Confidential Sep 2016 Singapore : Engine Case (New)

FanCases

Compressor&CombustorCases

Today’sCapability

TurbineCases

HotSec:on

NewproductforA320neoAircraD


Strictly Private & Confidential Sep 2016 Penang : Prismatic Parts (New)

9

•  Airbus 350

•  Boeing 787

•  Bombardier C-Series


Strictly Private & Confidential Sep 2016 Aerospace Product : Nacelle Beam (New)

10

Airbus 320neo Nacelle Beam


Strictly Private & Confidential Sep 2016 Our Products on All Major Aircraft

Airbus Aircraft Family

Boeing Aircraft Family


Strictly Private & Confidential Sep 2016 Global Aerospace Customers


Strictly Private & Confidential Sep 2016 Huge Aerospace Business Order Book

Projected Contractual Backlogs > RM 3.5 billions

NeedanotherRM100milinvestmenttomeetcustomerdemand


Strictly Private & Confidential Sep 2016 Characteristics of Aerospace Business

1.  Highentrybarrier

•  Longgesta:onperiod

•  Heavycapitalinvestment

•  Stringentqualityrequirements

•  Needstrongcashflow

2.  Longtermcontracts

3.  Rela:velysmallpoolofcompe:torsfornicheproducts

4.  Rela:velysteadydemand


Strictly Private & Confidential Sep 2016 Resilient to external shocks


Strictly Private & Confidential Sep 2016 Market Outlook for Aircraft Industry

Strong production rate driven by Airbus 320 and

Boeing 737 Aircraft Families


Strictly Private & Confidential Sep 2016

Penang : Equipment Business

Focus on High Value Equipment Integration



Penang : Equipment Business

Focus on Semicon Front End Products

•  Large format precision machining experience

Wafer Fab Chamber Assembly



Penang : Front End Equipment Business (New)

Wafer Processing Equipment


Strictly Private & Confidential Sep 2016 The Transformation

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%


Strictly Private & Confidential Sep 2016 The Transformation

75%

25%

FY2009RM158m

Back-endSemiconDataStorageAerospaceFront-endSemicon

5%

25%

54%

9%

FY2016RM620m

More diversified products that are >90% export


Strictly Private & Confidential Sep 2016 Historical Financial Data

0

100

200

300

400

500

600

700RM’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


Strictly Private & Confidential Sep 2016 Our Vision – 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


Strictly Private & Confidential Sep 2016 Disclaimer

24

ThisPresenta:onisbeingpresentedtotherecipientsonaprivateandconfiden:albasisfortheirinforma:on.

No part of this document may be reproduced or copied in any form or by any means without prior wri]enpermission/consentofSAMEngineering&Equipment(M)BerhadorSingaporeAerospaceManufacturingPteLtd.

All the informa:on inallpubliclyavailablesourcesareassumedtobeaccurateandreasonable.Accordingly, theinforma:on has not been independently verified. Furthermore, certain forward looking statements such asearningsguidanceandprospec:vevalua:ons,amongstothers,areindica:veandforpurposesofillustra:oninthisdiscussion. Nowarrantyorrepresenta:on,expressorimplied,ismadewithrespecttotheinforma:onsetoutinthisPresenta:on,norwillSAMEngineering&Equipment(M)BerhadorSingaporeAerospaceManufacturingPteLtdberesponsiblefortheconsequenceofrelianceonanyinforma:on,opinionorstatementsetoutherein.

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