Sime Darby Bhd. · MYX:SIME
Sime Darby Bhd — Invest Malaysia 2026
34 slides from Sime Darby Bhd's conference presentation, Jun 10, 2026
Slide 1: Sime Darby Berhad – Invest Malaysia
Sime Darby Berhad Invest Malaysia 10 June 2026 Copyright © 2024 Sime Darby Berhad
Slide 2: Section 1 Overview Of The New Sime
Section 1 Overview Of The New Sime Continuous Demand for Commodities Malaysian Automotive Leader Positive on China Copyright © 2024 Sime Darby Berhad 2
Slide 3: Our presence
Our presence Sime is a leading multinational company in Asia Pacific, built on strong partnerships with top automotive and industrial brands TOTAL EMPLOYEES 29,000 18 COUNTRIES & FY2025 RESULTS TERRITORIES REVENUE* PATAMI PBIT* SHAREHOLDER’S RM70.1 billion RM2.1 billion RM3.6 billion EQUITY Australi
Slide 4: Our universe of brands
Our universe of brands We are the partner of choice for many of the world’s leading brands Industrial Motors UMW Copyright © 2024 Sime Darby Berhad 4 Note: Brands listed are not exhaustive
Slide 5: Strategic transformation at Sime
Strategic transformation at Sime Focus on core businesses of Industrial and Motors A Grow the Core C New Strategic Partners D Geographically Rebalanced Revenue Expanded Industrial business to capitalise on mining and infrastructure boom. Secured Toyota and Perodua via UMW. Australasia Others Also de
Slide 6: Operations Overview
Operations Overview We operate in retail and aftersales for industrial equipment & motors, strengthened by new capabilities from the UMW acquisition One of the largest CAT dealers globally One of the largest BMW dealers globally Perodua is the market leader in Malaysia with its entry -level, mass -m
Slide 7: Sime: A Malaysian Automotive Leader
Sime: A Malaysian Automotive Leader We control the full spectrum of segments from entry level to mass and premium to luxury with brands such as Perodua , Toyota, BMW & Porsche Entry Level Mid-market Luxury Super Luxury Favoured by High-Net- Worth Individuals For middle-aged wealthy professionals Fav
Slide 8: Financial Performance
Financial Performance We continue to achieve strong revenue and profit growth Revenue* (RM million) Reported PBIT* (RM million) 67,132 70,061 3,592 2,758 48,288 44,302 42,502 2,245 2,084 1,841 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Net Profit (RM million) Core Net Profit (RM million) Incl
Slide 9: Sime is a dividend stock
Sime is a dividend stock We continuously pay out sustainable dividends of more than 60% Dividend/Reported Earnings 71% 77% 82% 66% 61% 67% Dividend/Core 46% 27% Earnings Dividends Paid 886 886 954 783 (RM million) 6.7% Dividend yield 5.6% (%) 5.3% 6.2% Dividend per share (sen) 11.5 13 13 13 + 1 FY20
Slide 10: 9MFY2026 Results
9MFY2026 Results Core Profit: 9 months ended 31 March 2026 RM million 9M FY2026 9M FY2025 YoY % Revenue 52,757 52,303 0.9 Reported PBIT from continuing operations 2,453 2,437 0.7 Adjustments • Gain on disposal of Malaysian Vision Valley (“MVV”) land (434) (458) • Gain on other disposals (29) (67) •
Slide 11: Sime Is A Proxy For Growth In Asia Pacific
Sime Is A Proxy For Growth In Asia Pacific We operate across Asia Pacific with exposure to premium, high -value market segments Operating in Asia Pacific, a Leading Malaysia’s automotive dynamic growth region sector Asia Pacific is the fastest growing With UMW, we now have about and most dynamic reg
Slide 12: Section 2 Continuous demand for Commodities
Overview Of The New Sime Section 2 Continuous demand for Commodities Malaysian Automotive Leader Positive on China Copyright © 2024 Sime Darby Berhad 12
Slide 13: Industrial Division: Diversification across industries and natural resources
Industrial Division: Diversification across industries and natural resources Operates in diverse industries , exposure to commodities in high demand Share Of Revenue By Share of Resources Customer Segments Revenue by Commodity Exposure 8% 9% 26% Resources 33% Met Coal Construction Gold and Copper Ma
Slide 14: Mining contributes 15% to Australia GDP
Mining contributes 15% to Australia GDP Australia is the nearest resource basin to a growing Asia Pacific; Mining industry captures 65% of total exports to Asia Pacific Lowest Cost Producer Ensures Resources Longevity >A$470 billion in represent major goods exported to Asia Pacific Australian export
Slide 15: Sime is located in resource rich areas
Sime is located in resource rich areas Exclusive Caterpillar dealerships in Queensland, Northern Territories and South Australia A r ’ Resource Deposits Recent acquisitions DARWIN WEIPA • South Australia has 70% of Australia’s copper deposits. CAIRNS • Copper price has risen to record high of over U
Slide 16: Industrial - sustained revenue from after-sales
Industrial - sustained revenue from after-sales After -sales is crucial as it is high margin, long tenured and recurring More than 50% of revenue is derived from after-sales operations Hastings Deering (Australia) - more than 60% of revenue Revenue (RM million) comes from sales of parts and after -s
Slide 17: Surging demand for power systems from Data Centres
Surging demand for power systems from Data Centres Caterpillar is the preferred brand for data centres due to mission critical requirements Data centre is poised for significant growth driven by cloud computing, AI, digital services. CAGR 21.82% gains exposure with power systems as they are reliable
Slide 18: Industrial Outlook
Industrial Outlook Order book remains stable supported by power systems demand across Asia AUSTRALASIA • Equipment deliveries remain steady to mining and construction 4,787 3,928 4,789 4,204 4,225 customers though order book is softer due to increased customer cautiousness, especially in mining. • M
Slide 19: Industrial Division 9MFY2026
Industrial Division 9 MFY 2026 – Equipment deliveries helped to moderate the impact of lower product support and rental contributions in Australia (4.2)% (5.1)% Australasia 14,095 • Higher equipment deliveries mitigated lower product 13,505 838 883 support and rental contributions, reflecting deferr
Slide 20: Section 3 Malaysian Automotive Leader
Overview Of The New Sime Continuous demand for Commodities Section 3 Malaysian Automotive Leader Positive on China Copyright © 2024 Sime Darby Berhad 20
Slide 21: UMW Division: Malaysia is the biggest market in ASEAN
UMW Division: Malaysia is the biggest market in ASEAN and we have the best brands The automotive industry is one of the most supported Toyota - No.1 non-national Perodua - No.1 in Malaysia, industries in Malaysia, propelling its remarkable growth. automotive brand with a growing market share 1,005,8
Slide 22: Perodua: Dominant in the largest segment in Malaysia
Perodua: Dominant in the largest segment in Malaysia Automotive industry leader since 2006 with improving market share 1 Dominates in the affordable segment 2 Perodua’s unique value proposition Malaysia TIV By Segment (Thousand Units) 2025 TIV: 2022 TIV: 2023 TIV: 2024 TIV: 821K RM 80K Above 721K 80
Slide 23: Toyota sustains market leadership in the non-National segment
Toyota sustains market leadership in the non-National segment Toyota’s broader market offerings to drive sales A Market leadership maintained in 9MFY2026 B Newly launched models Toyota launched a slew of hybrid electric vehicles (HEVs) and battery electric vehicles (BEVs). These models could drive s
Slide 24: UMW Division 9MFY2026
UMW Division 9MFY2026 – PBIT largely contributed by the automotive business; Turnaround in M&E (0.7)% Automotive 6.8% • The total industry volume in Malaysia registered a 12,182 12,271 726 680 decline in 1Q 2026 , mainly due to the double festive holidays in the quarter . Mar-26 • In line with the i
Slide 25: Section 4 Positive on China
Overview Of The New Sime Continuous demand for Commodities Malaysian Automotive Leader Section 4 Positive on China Copyright © 2024 Sime Darby Berhad 25
Slide 26: Sime Motors – over 200 outlets in 10 markets across Asia Pacific
Sime Motors – over 200 outlets in 10 markets across Asia Pacific As global demand for mobility accelerates, our partnerships with the world’s leading brands position us to capture value across the entire ecosystem China Taiwan Assembly HK & Macau Thailand Malaysia Distribution/Import Australia Singa
Slide 27: We are committed to remain in China with BMW
We are committed to remain in China with BMW China wants foreign “best” OEMs to succeed as it brings FDI, new technologies, jobs creation China is the largest automotive market in the world We believe there will always be a market for best -in-class A and we hope to remain there B foreign brands Mar
Slide 28: BMW remains resilient in Mainland China with Neue Klasse
BMW remains resilient in Mainland China and expected to flourish with Neue Klasse market availability in Q4 2026 BMW is top in the premium BMW continues investment in BMW’s response in China with 1 2 3 segment (foreign brands) China concrete strategies [MSRP > RMB350k] Product Strategy RM206k a Neue
Slide 29: China Motors – Our Action Plans
China Motors – Our Action Plans Strategic network consolidation & cost optimisation for business recovery 1 Cost Optimisation 2 Support From Principals 3 Outlet Consolidation • We are optimising our • Principals are providing • We have closed 15 non -BMW outlets overheads , and headcount support & r
Slide 30: Nevertheless, we have pivoted to strong China OEMs
Nevertheless, we have pivoted to strong China OEMs To broaden our offerings, especially in the EV segment, we have partnered with the best China brands • Distributorship in Malaysia • Distributorship in Singapore • Assembly of Chery vehicles in • #1 EV brand in Malaysia • Leader in Singapore with Ma
Slide 31: Motors – Malaysia
Motors – Malaysia Pockets of opportunities in challenging market conditions 64% ❑ Sime is the preferred and biggest BMW dealer, ❑ Wide network of sales and after- 47% contributing 64% of total BMW sales, up from 47%. sales outlets. 1 ❑ Growing adjacent services such as parts, after- ❑ BMW Malaysia i
Slide 32: Motors Division 9MFY2026
Motors Division 9MFY2026 – Higher revenue in Malaysia and Singapore; Improved PBIT in Singapore and China 4.5% 28.2% Malaysia 27,033 • Higher revenue mainly from higher electric vehicle sales but 25,877 478 lower results from several retail & distribution units . 373 • Higher profit from modular ass
Slide 33: Conclusion
Conclusion World -class brands and expertise to drive the business for better returns ❑ We have the best brand to benefit from the resilient mining industry. ❑ We have the full spectrum of brands and models across various powertrains and are the market leader in Malaysia and Singapore. ❑ We are the
Slide 34: Thank You
Thank You Copyright © 2024 Sime Darby Berhad