Q4 FY2017

Malaysian Pacific Industries Berhad Investors’ Briefing

Differentiation Thru Innovation

DIFFERENTIATION THROUGH INNOVATION

FY17 Summary

REVENUE Revenue Up 6% (RM), 2% (USD)

PATAMI PATAMI Up from RM 157.5M to RM 177.9M; Up 13%

Differentiation Thru Innovation

CASH Significantly improvement in net cash position from RM284m to RM444m; Up 56%

DIV. Dividend at 27c vs 23c; Up 17%

SEGMENTS Automotive segment is strengthening; Automotive (25%); Industrial (22%); Consumer (40%)

MPI GROUP RESULTS AT A GLANCE

Q4 FY17 Q3 FY17 Q4 FY16 Q4 vs Q3 Q4 vs Q4 YTD FY17 YTD FY16 YoY

RM mil RM mil RM mil % % RM mil RM mil %

Revenue 389.1 396.0 344.8 -2% 13% 1,544.5 1,463.3 6%

PAT 48.7 53.3 49.7 -9% -2% 218.7 196.8 11%

PATAMI 40.0 43.2 38.7 -7% 3% 177.9 157.5 13%

EPS (sen) 21.06 22.75 20.36 -7% 3% 93.68 82.94 13%

EBITDA % 27% 28% 29% 29% 28%

Capex 34.3 54.7 16.5 -37% >100% 129.0 125.1 3%

Dividend 38 0 30 54 46

Net Cash 443.8 419.7 284.0 443.8 284.0

EDR 100 : 0 100 : 0 100 : 0 100 : 0 100 : 0

ROSF 4.1% 4.4% 4.5% 18.2% 18.3%

Differentiation Thru Innovation

MPI GROUP – REVENUE BY GEOGRAPHICAL LOCATION OF CUSTOMERS

EUROPE 25.2% YTD FY 2017

24.6% YTD FY2016 ASIA 55.4% YTD FY 2017

53.0% YTD FY2016

USA 19.5% YTD FY2017

22.4% YTD FY2016

Differentiation Thru Innovation

REVENUE BY END USER MARKET

Automotive, 25%

Industrial, 22%

Consumer / Communicat

ions, 40%

PC / Notebook,

11%

Other, 2%

REVENUE BY END USER MARKET Q3 FY17

Automotive, 25%

Industrial, 22%

Consumer / Communicat

ions, 40%

PC / Notebook,

11%

Other, 2%

REVENUE BY END USER MARKET Q4 FY17

Differentiation Thru Innovation

MPI GROUP – REVENUE BY OPERATING UNITS

Differentiation Thru Innovation

86

88

92

89 90

82

84

86

88

90

92

94

Q4 Q1 Q2 Q3 Q4

FY 2016 FY2017

REVENUE (USD)

92% 93% 94% 94% 94%

8% 7% 6% 6% 6%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Q4 Q1 Q2 Q3 Q4

FY 2016 FY2017

REVENUE BY OPERATING UNITS (%)

Carsem Dynacraft

MPI GROUP – CAPEX

Differentiation Thru Innovation

99 104

127

111 105

17 21 19

55

34

-

20

40

60

80

100

120

140

Q4 Q1 Q2 Q3 Q4

FY2016 FY2017

MPI EBITDA VS CAPEX (RM M)

EBITDA Capex

14 19 18

53

33 2.4 1.2 1.3

1.6

1.4

-

10

20

30

40

50

60

Q4 Q1 Q2 Q3 Q4

FY 2016 FY2017

MPI CAPEX

Carsem Dynacraft

MPI GROUP - VISION

GLOBALLY PREFERRED OSAT PARTNER FOR AUTOMOTIVE

ACQUIRING

TECHNOLOGIES FO-WLP

Module level assembly capable

Thermal material (>100 W/mK)

2.5D & 3D Packaging capability

Cavity Package (Film Insert mold)

Tri-Temp Automotive Strip Test

New Automotive requirement (AEQ100-06 & higher temp)

CARSEM

IPOH

CUSTOMERS

RESEARCH CENTERS

CAPABILITY

PEOPLE

Dynacraft

RESEARCH CENTRE

FINLAND

CHINA

RESEARCH CENTRE

EXISTING

CAPABILITIES Basic MEMS testing

Room Temp Strip Testing

MIS (single & Multi Die)

Thermal material (40mW/K)

Cavity Package (Pre-molded)

Automotive grade 0 capability

UPSTREAM BUSINESSES

MIS SIP/MCM CAPABLE WITH MIS

ACQUIRING CAPABILITIES

GLOBALLY PREFERRED OSAT PARTNER FOR AUTOMOTIVE

RESEARCH CENTRE GERMANY

Differentiation Thru Innovation

CARSEM IN AUTOMOTIVE – APPLICATION & SYSTEM INVOLVEMENT

Differentiation Thru Innovation

Level Sensors

GPS Navigation

Infotainment Systems

Current Sensors

Inertial Sensors

Climate Control Pressure Sensors

Fuel Tank Sensor Transmission Control

Automatic Brake Systems

Airbag Systems

Stability Control Systems

Tire Pressure Monitoring

Position Sensors Engine Management

Battery Management

Park Assist Systems

Gas Sensors

Magnetic Sensors

System Basis Chips (SBC’s)

Power Switches

Power Regulators

CARSEM IN COMMUNICATION

Differentiation Thru Innovation

Accelerometer

Magnetometer

Proximity

Gyroscope

Light Sensor

Barometer

Touch screen

GPS

Bluetooth

NFC: Near Field

WiFi

Camera

GSM / CDMA Cell

Audio

Humidity Sensor Temperature

• Devices that can be found in both “Fan In” & “Fan Out” WLP • Devices that can be found in both Fan Out” WLP & “Flip Chip” • Devices that can be found in both WLP or “Flip Chip”

Carsem Participates in these areas

CARSEM – SENSORS USED IN SERVER SYSTEMS / IT ROOMS

Differentiation Thru Innovation

Temperature

Liquid Detection

Humidity

Locks

Vibration

Smoke Detection

Door contact

Alarm

CARSEM – BUILDING A COMPETITIVE ADVANTAGE

Differentiation Thru Innovation

INVESTMENT IN AUTOMATION

UNREPLICABLE QUALITY STANDARDS

FOCUSSED CUSTOMER STRATEGY

NET CASH

FOCUS ON KEY SEGMENTS

DEDICATED ENGINEERING TEAMS

FULL AUTOMATION - NO HUMAN INTERFACE

“MOVING TOWARDS INDUSTRIAL 4.0”

“ACHIEVED ZERO ERROR”

“TOP 6 /10 AUTOMOTIVE VENDORS are CARSEM’S CUSTOMERS”

“AUTOMOTIVE FOCUS TEAMS”

“AUTOMOTIVE, SERVER”

“NET CASH FOR M&A AND INVESTMENTS”

GOAL

SUMMARY

Automotive segment is strengthening and we are seeing positive traction

Increasing automation to drive higher quality

Introducing new products in key segments – Automotive & Servers

Dynacraft QFN lead-frame business sustaining

Targeting to outgrow the industry over 2 year plan

Sales pipeline is strengthening

Differentiation Thru Innovation

Net Cash ($444M for investment & M&A)