Ppb Group Bhd. · MYX:PPB

Ppb Group Bhd — Shareholder Meeting (2020)

19 slides from Ppb Group Bhd's shareholder meeting presentation, 2020

  1. Slide 1: 51st Annual General Meeting

    51ST ANNUAL GENERAL MEETING Presented by : LIM SOON HUAT YAP CHOI FOONG Managing Director Chief Financial Officer Page | 1

  2. Slide 2: 2019 Key Highlights: Financial Highlights, Business Update, Prospects

    2019 KeyHighlights 2018 Financial Financial Highlights Key Business Update Prospects Page | 2

  3. Slide 3: 2019 Financial Highlights

    2019 Financial Highlights (In RM’million) 2019 2018 Change Revenue 4,684 4,528 3.4% Profit before taxation 1,272 1,168 8.9% Net profit 1,153 1,075 7.3% Earnings per share (sen) 81.0 75.6 7.1% Net dividend per share (sen) 31.0 28.0 10.7% Net assets per share (RM) 15.1 14.8 2.0%  Two interim dividend

  4. Slide 4: Business Segment Financial Highlights

    Business Segment Financial Highlights Segmental Revenue Segmental Profit (In RM’million) 2019 2018 Change 2019 2018 Change Grains and agribusiness 3,304 3,146 5% 213 182 17% Grains and agribusiness  Revenue increased by 5% due mainly to higher flour prices.  Profit was higher by 17% attributable t

  5. Slide 5: Business Segment Financial Highlights (continued)

    Business Segment Financial Highlights (continued) Segmental Revenue Segmental Profit (In RM’million) 2019 2018 Change 2019 2018 Change Film exhibition and distribution 556 545 2% 67 67 - Film exhibition and distribution  Revenue was higher by 2% due mainly to improved F&B sales and screen advertisi

  6. Slide 6: Business Segment Financial Highlights (continued)

    Business Segment Financial Highlights (continued) Segmental Revenue Segmental Profit (In RM’million) 2019 2018 Change 2019 2018 Change Environmental engineering & 194 204 -5% 11 20 -45% utilities Environmental engineering and utilities  Segment profit decreased by 45% due mainly to a one-off impair

  7. Slide 7: 2019 Key Business Update

    2019 Key Financial Highlights Key KeyBusiness Update Update Business Performance Prospects Page | 7

  8. Slide 8: Grains and agribusiness

    Grains and agribusiness  Owns 9 flour mills — 5 in Malaysia, 2 in Vietnam and 1 in Thailand and 1 in Indonesia - with a total flour milling capacity of 7,040 mt/day.  Construction of a 500-mt/day wheat flour mill plant in Vietnam is expected to be completed by Q3 2021. Page | 8

  9. Slide 9: Consumer products

    Consumer products  New Products launched: Meadow Fresh UHT Milk, Neptune Lite in 5kg, V-soy Low Sugar Soybean Milk, Kart’s Quick Meal To Go (RTE).  Commenced distribution of ProDental – Band and Zennlab Pharmasen oral care range of products. Page | 9

  10. Slide 10: Consumer products (continued)

    Consumer products (continued) Bakery business - Massimo brand of products  Continue to enjoy strong demand from consumers. We are committed to ensuring our breads reach our customers through more than 20,000 outlets nationwide.  Added Kurma Milk Loaf to supplement the existing white, wheat germ, w

  11. Slide 11: Film exhibition and distribution

    Film exhibition and distribution  Operates 469 screens in 55 locations across Malaysia and Vietnam.  Opened 2 new cinemas in 2019: GSC Eko Cheras (8 halls with 1,161 seats) GSC Southkey Johor Bahru (18 halls with 1,650 seats)  Introduced Aurum Theatre in Southkey Johor Bahru and Mid Valley Garden

  12. Slide 12: Environmental engineering and utilities

    Environmental engineering and utilities  Completed 2 water projects and 10 sewage network pump stations with a total contract value of RM272 million.  Secured 3 water projects and 1 infrastructure project with a total contract value of RM544 million.  Order book stood at RM573 million as at 31 Ma

  13. Slide 13: Property

    Property  Construction work of Megah Rise has progressed up to Level 10 of the tower block. Expected to be completed by end 2021.  Completed Phase one of Southern Marina Residences and handed over to purchasers. Page | 13

  14. Slide 14: Prospects

    2019 Key Financial Highlights Key Business Update Prospects Page | 14

  15. Slide 15: Prospects

    Prospects Grains & agribusiness segment  In the production of essential food products.  On-going commodity and foreign exchange market volatility may affect production costs and margins.  Will remain vigilant and react swiftly to changing consumer demand and operating landscape. Consumer products

  16. Slide 16: Prospects (continued)

    Prospects (continued) Film exhibition and distribution segment  Expected to be significantly impacted by the prolonged MCO and disruptions from the Covid-19 pandemic.  Most blockbuster movies have been postponed to the later part of 2020 and 2021.  Various cost-reduction and stringent cashflow ma

  17. Slide 17: Prospects (continued)

    Prospects (continued) Property segment  Expected to be challenging, both in investment properties and property development.  Various measures are being put in place to address the reduced footfall in our malls as well as slower sales of properties. Page | 17

  18. Slide 18: Group Prospects

    Group Prospects Whilst the Film exhibition and distribution and Property segment will be impacted by the Covid-19 pandemic, the Group's other main business segments are expected to perform satisfactorily. Wilmar's performance will continue to contribute substantially to the overall profitability of

  19. Slide 19: Thank You

    E W pee croup BERHAD Thank You Page | 19

PPB Group Berhad — Shareholder Meeting (2020) on 6ix