Yenher Holdings Bhd. · MYX:YENHER
Yenher Holdings Bhd — Q4 2021 Earnings Presentation
20 slides from Yenher Holdings Bhd's earnings presentation, Feb 24, 2022
Slide 1: Yenher Holdings Berhad Q4 FY2021 Results Briefing
YENHER HOLDINGS BERHAD Q4 FY2021 Results Briefing
Slide 2: Table of Contents
Table of Contents Company Overview Page 3 Financial Overview Page 6 Growth Strategies Page 13 Environmental, Social and Governance Page 15 Investment Highlights Page 17 Private & Confidential www.yenheragro.com Page 2
Slide 3: Company Overview
01 YENHER HOLDINGS BERHAD Company Overview
Slide 4: Company Snapshot
Company Snapshot Yenher Holdings Berhad and its subsidiaries (“Yenher” or the “Group”) are principally involved in the manufacturing and distribution of animal health and nutrition products. To complement and support the sales of manufactured and distribution products, Yenher also provides value-add
Slide 5: Business Overview
Business Overview Manufacturing Distribution 1. Premixes (Yenmix ®) 1. Feed additives: amino acids, probiotics and antioxidants 2. Complete feed and formulated products 2. Vitamins and minerals 3. Biotech animal feed ingredients (‘YenSoy®’ and ‘YenPalm RH®’) 3. Veterinary pharmaceuticals and vaccine
Slide 6: Financial Overview
02 YENHER HOLDINGS BERHAD Financial Overview
Slide 7: Quarterly Financial Performance
Quarterly Financial Performance Q4 FYE 2021 vs Q3 FYE 2021 Revenue Gross Profit Profit Before Tax Profit After Tax RM71.2 million RM13.9 million RM7.6 million RM5.6 million 7.5% 17.0% 35.9% 31.3% GP margin 19.5% PBT margin 10.6% PAT margin 7.9% 160 b.p 220 b.p 140 b.p Note: ▪ The higher top line was
Slide 8: Financial Performance
Financial Performance Revenue (RM’ million) FYE 2021 vs FYE 2020 30.0% ▪ FY2021 revenue increased by 30.0% on higher revenue contribution from its distribution division as a result of increased commodity, feed additives, vitamins and mineral, as well as biotech fermented ingredient sales. 177.4 181.
Slide 9: Revenue Segmentation by Business Segment
Revenue Segmentation By Business Segment (RM’ million) FYE 2021 vs FYE 2020 ▪ Revenue contribution: Manufacturing Distribution Manufacturing Division 2.6% Distribution Division 64.5% 263.4 ▪ The higher revenue contribution from its 202.6 115.8 manufacturing division was due to the increase 177.4 181
Slide 10: Revenue Segmentation by Geographical Location
Revenue Segmentation By Geographical Location (RM’ million) FYE 2021 vs FYE 2020 ▪ Revenue contribution Overseas Local Local markets 31.6% Overseas markets 16.1% 24.1 9.1% ▪ The increased contribution from local markets in FYE 2021 came on the back of higher sales 20.7 16.9 19.8 15.6 of commodity, f
Slide 11: Financial Position As at 31 December 2021
Financial Position As at 31 December 2021 RM 222.3M RM 193.9M RM 28.3M Total Assets Total Equity Total Liabilities FYE2020: RM 154.2M FYE2020: RM 128.8M FYE2020: RM 25.5M RM 66.8M 0.01x 7.20x Cash & Cash Equivalents Gearing Ratio Current Ratio FYE2020: RM 26.2M FYE2020: 0.01x FYE2020: 5.04x Note: FY
Slide 12: Dividend
Dividend FYE 2021 ▪ The Group paid its first interim dividend of 4.58 Dividend Per Share (sen) sen per share prior to its Initial Public Offering in May 2021. (~ in respect of financial results YE2020 as part of IPO scheme agreed by SC) Pre-Listing Post-Listing ▪ Subsequently, Yenher paid its second
Slide 13: Growth Strategies
03 YENHER HOLDINGS BERHAD Growth Strategies
Slide 14: Growth Strategies
Growth Strategies Construction of new GMP-compliant manufacturing plant • New GMP-compliant manufacturing plant will house all manufacturing activities under one roof, a new R&D center, a warehouse and a new head office • Upon completion, the Group’s annual production capacity will expand by over th
Slide 15: Environmental, Social and Governance
04 YENHER HOLDINGS BERHAD Environmental, Social and Governance
Slide 16: Environmental, Social and Governance
Environmental, Social and Governance Committed to creating a more sustainable future • Yenher was awarded by a supplier with the incorporation of a materials (Ronozyme) into diets had contributed to the environments. 2018 2019 2020 Greenhouse Gas Emission reduction 6,677 MT 8,200 MT 6,650 MT Turning
Slide 17: Investment Highlights
05 YENHER HOLDINGS BERHAD Investment Highlights
Slide 18: Investment Highlights
Investment Highlights 01 02 03 Robust Financial Position Strong In-house R&D One Stop Solutions Provider • Net cash: RM64.5 million • Strong R&D team allow the • Wide range of products • Gearing ratio: 0.01x Group to formulate new ranging from premixes, feed • Dividend yield: 3.75%* products to suit
Slide 19: Thank You
YENHER HOLDINGS BERHAD THANK YOU! +604 588 0887 [email protected] https://www.yenheragro.com/
Slide 20: Disclaimer
Disclaimer Information contained in our presentation is intended solely for your personal reference and is strictly confidential. It is not intended to form the basis of any investment decision or any decision to purchase any securities or any decision to participate in the process. It does not cons
Yenher Holdings Berhad — Q4 2021 Earnings Presentation on 6ix