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Executive Intelligence

Order Book & Revenue

Live systems·Updated 12m ago

Semiconductor Revenue

RM 448M+5 pts share

Emerging Tech 43% mix

Energy Revenue

RM 397M−4% YoY

Ping + OGPC

IT Revenue

RM 196M+2% YoY

Dagang Net + IAC

FY25 Group Revenue

RM 1,041M−2.8% YoY

FY26 plan RM 1,180M

Wafer ASP (specialty)

+33% YoYEmerging Tech

Pricing power

Intelligence Node · AI-09
Weekly AI Briefing

Group revenue held at RM 1,041.1M in FY2025 — Semiconductor RM 448M (43%), Energy RM 397M (38%) and IT RM 196M (19%). Three FY26 anchors: SilTerra Emerging Tech ramp, Ping Anasuria infill, and Gamuda DNeX Cloud sovereign workloads.

FY2025 group revenue: Semiconductor RM 448M, Energy RM 397M, IT RM 196M. SilTerra alone delivered 43% of segment revenue with Emerging Tech wafers (200mm specialty MEMS, power, photonics) now 43% of fab mix and ASPs up 33% YoY.

FY26 order book pipeline is anchored by SilTerra Emerging Tech wafer agreements (>USD 90M committed), Ping Petroleum Anasuria entitlement (~RM 220M), HAVELSAN defence-digital JV (RM 180M first phase), Gamuda DNeX Cloud sovereign GPU contracts (RM 120M ARR target) and Dagang Net trade-facilitation renewals (RM 140M).

Sources · Internal ERP + Bloomberg + AI scrape

Anomaly feed

SilTerra 200mm logic demand softer

Triggered RM 200.2M impairment; Emerging Tech mix offsetting at the ASP line

Critical

External

Ping Q3 lifting slip

Cargo schedule pushed 6 weeks — RM 38M revenue recognition deferred

Warning

Internal

Gamuda DNeX Cloud GPU window

First HAVELSAN-backed sovereign workloads enter procurement Q2 FY26

Warning

AI signal

Group revenue by fiscal year (RM M) — FY2021 → FY2027F

ActualForecastAI augmented

Recommended actions

  • 01

    Lock USD wafer pricing — Emerging Tech long-form

    Captures +33% ASP into FY26 across MEMS / power / photonics

    Protects ~RM 24M revenue uplift

  • 02

    Accelerate Anasuria A6 infill drilling

    Front-loads entitlement before natural decline catches up

    Releases ~RM 28M FY26 revenue

  • 03

    Pursue HAVELSAN follow-on defence digital scopes

    First phase award signals 2–3x scope expansion

    RM 200–280M pipeline access

External signals

Semiconductor sentiment (SEMI)

Improving

+2.1 pts

MyDIGITAL pipeline

RM 9.4B

+18% YoY

TNB renewables CAPEX

+18%

12 mo

MARA digital infra awards

On track

Q2 FY26

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