Vantris Energy Bhd · MYX:VANTNRG
Vantris Energy Bhd — Q1 FY26/27 Earnings Presentation
19 slides from Vantris Energy Bhd's earnings presentation, Jun 15, 2026
Slide 1: Q1 FY26/27 Analyst Briefing Session
Q1 FY26/27 Analyst Briefing Session Vantris Energy Berhad | 15 June 2026 vantrisenergy.com
Slide 2: Content
Q1 FY26/27 Content Analyst Briefing 01 Q1 FY26/27 Financial Performance Session 02 Business Updates 03 Post Restructuring Update 2
Slide 3: Disclaimer
Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding our financial position, financial estimates, business strategies, prospects, plans and objectives f
Slide 4: Q1 FY26/27 Financial Performance
01 Q1 FY26/27 Financial Performance Q1 FY26/27 Analyst Briefing Session
Slide 5: Positive EBITDA and PATAMI despite softer revenue in Q1 FY26/27
Positive EBITDA and PATAMI despite softer revenue in Q1 FY26/27 Current Preceding Corresponding Key highlights: Quarter Quarter Quarter Amounts in RM million ▪ Revenue declined to RM645 million, representing a Q1 Q4 Q1 28% decrease from Q4 FY25/26. This was primarily FY26/27 FY25/26 FY25/26 attribut
Slide 6: E&C improved profitability while Drilling sustained positive EBITDA, offsetting weaker O&M
E&C improved profitability while Drilling sustained positive EBITDA, offsetting weaker O&M performance due to seasonal factor Current Preceding Corresponding Q1 FY26/27 EBITDA recorded Quarter Quarter Quarter RM208mn mainly from: Q1 Q4 Q1 • E&C – contributed positive Amounts in RM million FY26/27 FY
Slide 7: Order Book
Order Book As at 30 April 2026 stood at RM5.9bn (31 January: RM6.7bn) Western Hemisphere Eastern Hemisphere RM5.9bn Order book insights 39% 38% E&C Division Drilling O&M 23% Amounts in RM billion 13.3 4% 96% 38% 36% FY26/27 Total Bids Recognition FY27/28 RM0.5bn RM12.8bn by FY >FY28/29 5.9 1% 99% 26
Slide 8: Replenishing orderbook remains a priority moving forward
Replenishing orderbook remains a priority moving forward YTD FY22/23 FY23/24 FY24/25 FY25/26 Q1 FY26/27 Order Book* 5.6bn 6.6bn 8.5bn 6.7bn 5.9bn Engineering & 3.5bn 3.2bn 2.5bn 2.8bn 2.3bn Construction (63%) (49%) (30%) (41%) (38%) Operations & 0.1bn 1.7bn 1.8bn 1.3bn 1.3bn Maintenance (2%) (25%) (
Slide 9: Business Updates
02 Business Updates Q1 FY26/27 Analyst Briefing Session
Slide 10: Business Updates | E&C
Business Updates | E&C Focused on restoring profitability, execution discipline and delivering confidence 7 8 Completed Ongoing Projects Projects Keys to Turnaround • Discipline to de-risk its order book and sharpen its Projects completed in Q1 FY26/27: 1. F29, M4 & G7 Facilities (Malaysia) focus on
Slide 11: Business Updates | E&C - Brazil
Business Updates | E&C - Brazil Brazil operations continue to deliver strong performance in Q1 FY26/27 Vessel Utilisation Q1 FY26/27 Q4 FY25/26 Q1 FY25/26 Rate (%) Key Highlights ▪ Seagems is a strong contributor to E&C segment. Diamante 95.8% 99.5% 86.8% ▪ Q1 FY26/27 Share of profit RM112mn (Q1 FY2
Slide 12: Business Updates | O&M
Business Updates | O&M The O&M lower activities due to seasonal factors, however, still maintaining stable performance Hook Up & Geosciences Technology & Subsea Commissioning & OSV Services 6 0 1 2 18 3 Ongoing Completed Ongoing Completed Ongoing Completed Projects Project Projects Projects projects
Slide 13: Business Updates | Drilling
Business Updates | Drilling Drilling segment maintain healthy outlook and increasing demand for its rigs charter. Temporary lower utilisation in the current quarter due to completion of contracts YTD Technical Utilisation Rigs Client Location Operational Performance Rig activity Trend # of active ri
Slide 14: Post Restructuring Update
03 Post Restructuring Update Q1 FY26/27 Analyst Briefing Session
Slide 15: Financial restructuring provides VTEB's with a firm footing as group focuses on operational recovery
Financial restructuring provides VTEB's with a firm footing as group focuses on operational recovery EBITDA/(LBITDA) by Quarter Cash Balance 4,628 (RM’mn) (RM’mn) 51% Unrestricted cash 2,048 >53% Restricted cash 208 >100% 136 16% >100% 2,247 47 >100% 1,964 1,454 2,580 1,748 1,477 850 71% 1,275 698 (
Slide 16: Our Journey thus far and path to exit PN17 status
Our Journey thus far and path to exit PN17 status ACHIEVED OUR FOCUS FY26/27 26 Sep 2025 Exit PN17 Q2 FY25/26 Restructuring Effective Date ▪ Requirement: Q1 FY25/26 Two Regularisation Plan ▪ Court Order for share FY24/25 capital reduction consecutive ▪ Subscription Agreement quarters of net Court Co
Slide 17: Q&A
Q&A Q1 FY26/27 | Analyst Briefing Session
Slide 18: Thank You
Thank You
Slide 19: Vantris Energy Berhad contact details
Vantris Energy Berhad [Reg No: 201101022755] (formerly known as Sapura Energy Berhad) Level 4, 201-A Menara PNB, Jalan Tun Razak 50400 Kuala Lumpur, Malaysia www.vantrisenergy.com
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