Key take-aways and insights from SCGM Bhd (7247) Executive Ch | Rakuten Trade Ideas 🎯

Key take-aways and insights from SCGM Bhd (7247) Executive Chairman/Managing Director Dato Sri Lee Hock Seng and Investor Relations & Sustainability Director David Cheng on Rakuten Trade Ideas Webinar last nite

- reported Q4FY21 results bringing full year FY21 +94% to RM33.6m
- focus on increasing higher margin product mix (75%) with more premium product roll out bento lunch boxes, food packaging
-current new plant utilisation at 50-60% with additional capacity for RM150m revenue
-effective tax rate for FY22 is in the region of 15%
-SCGM supply OEM face mask locally, exporting to Singapore NTUC and have incoming orders from Middle East
-resin outlook and ASPs to remain stable
-ESG labour practices where all staff are well provided for local and migrant workers
-management aspire to achieve double digit growth annually reinforcing stronger performance ahead

SCGM Bhd (7247) 的执行主席/董事总经理Dato Sri Lee Hock Seng和投资者关系与机构规划总监David Cheng昨晚在Rakuten Trade Ideas 网络研讨会上的主要见解。

- 已公布的 21 财年第4季度业绩使 21 财年全年增长 94% 至 RM33.6m
- 专注于增加利润率更高的产品组合 (75%)，推出更多高端优质产品，如便当饭盒、食品包装
-目前的新工厂利用率为 50-60%，额外的产能可带来RM150m 的收入
- 22 财年的有效税率在 15% 左右
-SCGM 在本地供应 OEM 口罩，出口到新加坡 NTUC 并有来自中东的订单
-树脂前景和平均售价持续保持稳定
- 良好的ESG 劳工实践，所有当地和外来工人都受到良好的对待
- 管理层励志实现每年两位数的增长，以加强未来更强劲的业绩