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Page 1: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

15 July 2020

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Page 2: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

• The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW

• Market capitalisation of RM 3.4 billion as at June 2020

60%

3%

7%16%

14%

06 2020

Market Capitalisation

RM3.4b

Permodalan Nasional Berhad &

PNB Managed Unit Trust Funds

(59.90%)

Employees Provident Fund Board

(13.80%) Foreign Shareholders

(2.50%)

Other Local Shareholders

(16.50%)

Kumpulan Wang Persaraan

(7.30%)

As at June 2020 UMW GROUP - SHAREHOLDERS

2

Page 3: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

OUR BUSINESSES

• Automotive (Toyota, Lexus & Perodua)• Equipment (Heavy & Industrial)• Manufacturing & Engineering (Rolls Royce, KYB, Lubricants & Auto. Comp)

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Page 4: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

UMW CORPORATION SDN BHD(100%)

UMW H O L D I N G S B E R H A D

• Manufacture

• Distribution

• Assembly

• Sales & Service

• Trading

• Distribution

• After sales service

• Manufacture Aerospace & Auto. Comp.

3) MANUFACTURING &

ENGINEERING

2) EQUIPMENT

1) AUTOMOTIVE

Automotive, Equipment and Manufacturing & Engineering UMW GROUP - CORE BUSINESSES

18,075

• Total Employees

70

• Companies

• UMW has 3 core businesses i.e. Automotive, Equipment and Manufacturing & Engineering Division

• UMW has a total of 70 companies in 8 countries and more than 18,000 employees

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Page 5: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Brands: Toyota, Perodua and Lexus 1- AUTOMOTIVE DIVISION

• Component Mfg.• Assembly Plant• Importation• Distribution• Sales & Service• R&D• Component Mfg.• Assembly Plant• Distribution• Sales & Service• Importation• Distribution• Sales & Service

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Page 6: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Distributor of Globally-known Brands in Some Parts of the Region 2- EQUIPMENT DIVISION

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Page 7: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

AEROSPACE • Tier 1 High Precision Manufacturing

AUTO PARTS • R&D• Manufacturing• Assembly• Distribution

LUBRICANTS • R&D• Blending• Bottling &

Packaging• Distribution

Aerospace, Auto Parts and Lubricants3- MANUFACTURING & ENGINEERING DIVISION

Aero Engine Fan Cases

Shock Absorbers, Motorcycle Suspension Unit• Export to more than 38

countriesAuto Parts• Oil Filters, Eco Filters & Fuel Filters• Air Filters & Cabin Filters• Hydraulics & ATF Filters

UMW’s proprietary lubricant brand

Premium range of lubricants

Toyota Genuine Motor Oil

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Page 8: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

OUR CAPABILITIES

• 100 Years Business Experience• Prominent Local Conglomerate• Greenfield Start-up• Manufacturing of High Precision Products

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Page 9: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Capability build-up OUR AUTOMOTIVE EXPERIENCE

• Toyota started its production in Malaysia on 1968, with the first model being the Corolla KE10

• Perodua founded in 1993, which has grown to dominate >40% Malaysia auto market

1980s 1990s 2000s 2010s 2019s

• Toyota JV led to set-up of car assembly plant in Shah Alam (ASSB)

installation of 1st

robotic wielding machines and CNC spinning machines, engine dyno and noise lab

• 1,000,000th Toyota in 2011

• AISB development for exhaust system for BMW and Nissan

• Celebrates 50 years of producing cars in Malaysia

Bukit Raja green plant roll out its first car on 10 January 2019 which was a Toyota Vios

• Toyota JV experience led to the investment into Malaysia 2nd national car

• Perodua 500,000 EEV milestone

• Building capabilities in stamping, painting, machining and assembly technology

• Launch of Perodua Plant & Perodua Kancil in 1994

Solar Panels on Bukit Raja PlantHigh Automation for Welding ProcessesPrecision Engine Machining

• AISB’s

• New

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Page 10: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Capabilities (Stamping, Machining, Welding & Assembly) OUR AUTOMOTIVE EXPERIENCE

• Partnership with Toyota & Daihatsu has developed talents and capabilities in automotive manufacturing skills

• Our manufacturing capabilities are ranging from casting, machining, stamping, welding, painting and assembly

Infrastructure Powertrain

Stamping

AssemblyWelding

Paint Shop

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Page 11: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Manufacturing of Aero Engine Fan CasesMANUFACTURING CAPABILITIES

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Page 12: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Fan Case Project CAPABILITIES DEVELOPED

Manufacturing Capability/Experience • Titanium machining• Non-destructive testing (NDT)• Complex Aerospace assembly• Manual Aerospace Welding • Robotic Welding (TBD)• LEANaero®

22 Aerospace Training Systems (5 Step Pack)• Welding• NC Programming • NC Machining• Bonding & Painting• CMM & X-Ray Inspection• FPI Inspection• Visual Inspection• Vane Filling• Assembly Fitting• Tools, Jigs, & Fixtures

Management• Manufacturing Engineering• Quality Engineering,• Calibration Tech• Lab Tech• QMS coordinating• Warehouse Management• Procurement Supervising• Health, Safety &

Environment

Aerospace Supply Chain Management• Global Aerospace supply chain

– R-R Forgital• Malaysian manufacturers &

parts suppliers

Aerospace Certifications• AS9100• NADCAP• NADCAP NDT• NADCAP WELDING• OHSAS 18001:2007• SABRe & CAA/EASA

Industry 4.0 Tech.• MES, PLM & ERP (SAP)

Titanium Machining

TIG Welding CMM

Complex Aerospace Assembly

Fluorescent Penetrant Inspection

Dressing

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Page 13: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

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THE OPPORTUNITIES

• Premium Industrial Park• Partnership for HVM • Green Initiatives Products

Page 14: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Year 2015 to Year 2030 MALAYSIA AEROSPACE INDUSTRY BLUEPRINT

No 1 in South East Asia in supplying competent workforce

Education & Training

MRO(Maintenance, Repair & Overhaul)

Aero-Manufacturing System Integration Engineering &

Design Service

Vision: Malaysia will be the No. 1 aerospace nation in SEA & be an integral part of the global market by year 2030

Target: Capture at least 5% of global market share

Target: No. 1 in SEA for aero parts &

component sourcing

Target: Self reliant (70% local content)

Target: 3.5% of global market share

• Aircraft

• Ground System

• Simulators

• Ground Set Equipment

• Aero Structure

• Avionic Equipment

• Engine

• Airframe Equipment

• Ground System• Spacecraft• UAV• Aircraft Avionics• Missiles & Rockets• Simulators

• Detailed Design• Analysis &

Specification• Manufacturing design

& In-Service• Concept

Source: Naico, MITI

• Malaysia vision is to be the No. 1 aerospace nation in SEA by 2030

• 4 main focus areas are MRO, Aero-Manufacturing, System Integration and Engineering & Design Service

Lead Members

Incentive Package

Aerospace Malaysia Innovation Centre

Supporting Agencies

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Page 15: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

UMW via UMW M&E Division has chosen to enter into HVM via the Aerospace industry as it provides:1) A step change in Engineering capabilities 2) A step change in Human Capital skills 3) A step change in Technology Development capabilities

HVM is the application of leading-edge technical knowledge and expertise to the creation of products, production processes, and associated services which have strong potential to bring sustainable growth and high economic value – Technology Strategy Board (UK)

Industrial Automation

Energy

Advanced Healthcare

High End Electronics

Aerospace Entry Point

And Beyond…

EnableHVM in

HVM Enabler AEROSPACE AS AN ENTRY POINT TO HVM

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Page 16: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Penang

Port KlangKLIA

KLCC

Singapore

SERENDAH

100km50km

Subang

Kuala Lumpur City Centre

50km

Port Klang

65km

Serendah Station

*3km

Rawang Station

20kmSubang Airport

45km

Kuala Lumpur International Airport

85km

PLUSNorth-South

Highway

Sungai Buaya Interchange

Proposed connection to Federal

Road

Bukit Beruntung Interchange

Jalan Bukit Beruntung

Federal Road (Jalan Ipoh-KL)

Jalan Sungai Choh Rawang

Bypass

Serendah Station

*By mid 2020

Proposed connection

to Jalan Bukit

Beruntung / Jalan Sungai

Choh

Strategic Location UMW HVM PARK

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Page 17: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

FUTURE DEVELOPMENT

SOUTHERN ZONE

NORTHERN ZONE

INDUSTRIAL

MIXED COMMERCIAL

INDUSTRIAL

AEROSPACE

CENTRE OF EXCELLENCE

(COE)

INDUSTRIAL

LINEAR PARK

CLUSTER

TREATMENT PLANT

Master Plan UMW HVM PARK

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Page 18: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

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MANAGED INDUSTRIAL PARK

MULTI TIERED SECURITY

ENVIRONMENTAL SUSTAINABILITY

Each precinct will have a single controlled ingress/egress with the latest technology in surveillance and gated & guarded concept

Each precinct will have a single controlled ingress/egress with the latest technology in surveillance and gated & guarded concept

UMW HVM Park will be maintained and managed

independently ensuring a high standard of upkeep

UMW HVM Park will be maintained and managed

independently ensuring a high standard of upkeep

Preserving the green networks which are designed as public and social spaces, with a linear park

designed for recreational purposes

Preserving the green networks which are designed as public and social spaces, with a linear park

designed for recreational purposes

UMW is able to provide a holistic solution for each client from

planning, design, construction and handover giving you a piece of

mind

UMW is able to provide a holistic solution for each client from

planning, design, construction and handover giving you a piece of

mind

BUILT TO SUIT

CoE & HUMAN CAPITAL DEVELOPMENT

BUSINESS SUPPORT CENTREUMW CLUSTERTARGETED ECOSYSTEM

KEY CONCEPT & FEATURES

Page 19: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

Aerospace, Green Technologies & Investors WHAT ARE WE LOOKING FOR

Aerospace:• Manufacturing partner for special processes – Chemical Milling• MRO partners• Partners for Aerospace seats• Partners for landing gear

Green Technologies:• Environmental friendly solutions (bio-lubricants, renewable energy i.e. solar and battery, membrane

technology)

Investor for our Land bank:• High Value Manufacturing companies looking for opportunity to relocate to South East Asia• Targeted ecosystem

• Precision manufacturing companies• Logistic players• Smart manufacturing companies• Industrial technology providers• Design, testing & engineering solutions companies• OEM and anchor tenants• Support services

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Page 20: 15 July 2020 - to.camcom.it · •The Malaysian government represented by PNB, EPF and KWAP owned 81.0% of UMW • Market capitalisation of RM 3.4 billion as at June 2020 60% 3% 7%

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Q&A