Core Insights - Sagtec Global Limited has entered a strategic partnership with HM Edutech Group to develop the HMS Data Analysis System, an AI-powered SaaS platform for financial data analytics and education solutions [1][2] - The collaboration aims to create a scalable SaaS product for both institutional and retail users, with Sagtec expecting to generate USD $1 million in upfront development revenue and participate in a profit-sharing model based on subscriber growth [2][3] - The platform is set to launch in Q2 2026 and will offer real-time analytics, predictive modeling, and financial education tools, aligning with Sagtec's strategy to diversify into SaaS recurring revenue streams [3][4] Company Overview - Sagtec Global Limited is a provider of customizable AI and automation platforms, initially focused on the F&B sector but now serving various industries with its Robotics-as-a-Service (RaaS) and AI software stack [5] - The company operates a nationwide network of mobile charging stations through its subsidiary, CL Technology (International) Sdn Bhd [5] Market Context - The global financial analytics software market was valued at USD $7.6 billion in 2020 and is projected to reach USD $19.8 billion by 2030, growing at a CAGR of 10.3%, indicating a significant opportunity for Sagtec in the fintech sector [4]

Core Insights - Sagtec Global Limited anticipates significant revenue growth of approximately US$17.9 million for Q3 2025, marking a 219% increase from US$5.6 million in Q3 2024 [1][3] - The company projects positive operating cash flow of US$1.27 million, reflecting a 51% increase from the previous year, and a net profit of US$2.32 million, an 82% rise compared to Q3 2024 [2][3] Financial Performance - Revenue for Q3 2025 is expected to reach US$17,850,645, up from US$5,598,946 in Q3 2024, representing a 219% increase [3] - Operating cash flow is projected at US$1,268,365, compared to US$837,600 in Q3 2024, indicating a 51% growth [3] - Net profit is forecasted to be US$2,320,580, an increase of 82% from US$1,275,103 in the prior-year period [3] Strategic Initiatives - The anticipated strong performance is attributed to the growing adoption of Sagtec's Robotics-as-a-Service (RaaS) and Software-as-a-Service (SaaS) platforms, along with ongoing regional expansion efforts [2][7] - The company is focused on expanding its AI and robotics platforms into the US, Asia, and Middle Eastern markets, aiming for sustainable recurring revenue growth [8][4] - Sagtec's management emphasizes the scalability of its platform model and the execution of its expansion strategy to create long-term value for shareholders [3][4]

Core Insights - SAGTEC Global Limited is expanding into the U.S. market, leveraging support from Malaysian agencies to enhance its market entry and strengthen its revenue streams [1][2][4] Company Overview - SAGTEC is a technology solutions provider based in Malaysia, specializing in enterprise-grade POS software and AI-integrated digital systems [8] - The company has a client base of 13,000 worldwide and aims to roll out integrated AI and POS solutions in key U.S. cities [4][8] Market Opportunity - The U.S. is identified as the largest single market for enterprise and retail technology, with the Point-of-Sale (POS) market projected to exceed USD 25 billion by 2030 [2] - SAGTEC's expansion aligns with Malaysia's push for global competitiveness, supported by government agencies like MIDA and MATRADE [7] Strategic Goals - The expansion is expected to generate sustainable, long-term value for shareholders and reinforce SAGTEC's position as a leading innovator from Southeast Asia [5][4] - The company aims to strengthen recurring revenue through its Speed+ POS system and AI-powered solutions, targeting sectors such as Food & Beverage, retail, and logistics [2][4]

Core Viewpoint - Sagtec Global has entered a strategic licensing agreement with Kinetic Seas to integrate the AI platform Skilliks into its POS systems, aiming to enhance AI-powered solutions in Southeast Asia's Food & Beverage market [1][3]. Company Overview - Sagtec Global serves over 13,000 clients globally, focusing on improving efficiency and profitability through advanced tools [2]. - The company is recognized as a leader in enterprise-grade POS software and AI-integrated digital systems in Southeast Asia [6]. Strategic Benefits - The licensing of Skilliks allows Sagtec to access proven AI technology without the high costs associated with developing an in-house AI division, which could cost millions annually [3]. - This collaboration is expected to accelerate the development of AI tools for Sagtec's clients, addressing critical operational challenges such as ingredient management and demand forecasting [2][4]. - The agreement positions Sagtec to expand its solutions beyond the F&B sector into adjacent industries, creating new revenue streams [3][8]. Leadership Insights - The CEO of Sagtec Global emphasized that this agreement is a pivotal step in the company's long-term growth strategy and enhances its ability to deliver value to shareholders [4]. - The CEO of Kinetic Seas highlighted the partnership's potential to empower operators and enterprises with scalable AI solutions [4]. Market Positioning - The collaboration reinforces Sagtec's commitment to operational excellence and sustainable growth, which is expected to create long-term value for shareholders [5]. - The integration of AI is anticipated to accelerate project development across Sagtec's F&B client base and expand recurring revenue opportunities [8].

Group 1: Company Overview - Malaya Heritage Holding Limited is the holding company for CNS Food Centre Sdn Bhd, focusing on preserving cultural authenticity while delivering premium service and quality dining experiences [6] - The company operates multiple heritage-inspired F&B brands in Malaysia, including Kafei Dian, Melaya Nyonya House, and Makan Kaw Kaw [6] - SAGTEC Global Limited specializes in innovative IT solutions for the F&B and hospitality industries, offering expertise in robotics, automation, and smart analytics [4][7] Group 2: Digital Transformation Initiative - Malaya Heritage Holding Limited has appointed SAGTEC Global Limited as its exclusive IT Consultant to lead a comprehensive 24-month digital transformation program across its F&B operations [1] - The partnership will introduce advanced technologies such as automated central kitchen systems, intelligent outlet management platforms, and service robotics to enhance operational efficiency and customer experience [2] - The initiative is projected to generate approximately USD 3 million in revenue, highlighting the commercial potential of technology integration in Malaysia's F&B sector [3] Group 3: Future Plans and Goals - The mission of the digital transformation program is to future-proof Malaya Heritage's operations through innovative, reliable, and scalable technology solutions [5] - SAGTEC and Malaya Heritage plan to explore opportunities in sustainable food technology, predictive analytics, and advanced customer engagement platforms to support long-term growth and industry leadership [5]

Core Viewpoint - SAGTEC Global Limited has terminated the Share Sale Agreement with Ramssol Group Berhad for the acquisition of a 40% stake in Rider Gate Sdn Bhd due to the lack of requisite approval from SAGTEC's Board of Directors [1][2]. Group 1: Termination of Agreement - The Share Sale Agreement (SSA) was entered into on 14 July 2025 and was subject to certain conditions precedent, including approval from SAGTEC's Board of Directors [2]. - The Board of Directors did not provide the necessary approval, leading to the cessation of the SSA without penalties or compensation payable by either party [2]. Group 2: Financial Impact - SAGTEC confirmed that the termination of the SSA will not adversely affect its financial position or results for the current fiscal year [3]. Group 3: Future Collaborations - The company remains open to exploring future collaborations with Ramssol or other potential partners if a suitable strategic alignment arises [3]. Group 4: Company Overview - SAGTEC Global is a regional leader in enterprise-grade POS software, AI-integrated digital systems, and secure data infrastructure for Southeast Asia's retail and service economy [4]. - The company's mission is to empower businesses with intelligent, scalable, and secure technology solutions designed for the digital age [4].

Core Insights - Sagtec Global Limited has successfully delivered the first phase of a US$10 million smart hospitality contract in the UAE, receiving the first milestone payment, which validates project execution and commercial delivery [1][2] - The contract is structured with over 60% of its total value as multi-year recurring revenue, covering software licensing, analytics, hosting, and long-term service, with full delivery expected in 2025 [2] - The company emphasizes its ability to monetize large-scale SaaS contracts and generate recurring cash flow, reflecting disciplined execution and strong regional partnerships [3] Business Strategy - Sagtec is focused on scaling vertically integrated SaaS platforms across multiple industries, including hospitality, F&B, and smart infrastructure, with a strong emphasis on monetizable outcomes [4] - The deployment of the Speed+ Smart Ordering System supports a US$30 million pipeline across Southeast Asia, enhancing service efficiency and increasing revenue per transaction [3][4] - The company is well-positioned in a US$30 billion+ market, with the UAE hospitality sector projected to reach US$37.7 billion by 2033, aligning with regional transformations toward smart tourism [4] Financial Outlook - Sagtec maintains a resilient balance sheet and a growing recurring revenue base, focusing on margin-accretive growth, product innovation, and geographic expansion to drive long-term shareholder value [5]

Core Viewpoint - Sagtec Global Limited reported record-breaking financial results for the first half of 2025, demonstrating significant growth and resilience in its business model, particularly in the digital ecosystem of Malaysia [2][3]. Financial Results - Revenue for the six months ended June 30, 2025, reached US$11.4 million, a 144% increase from US$4.7 million in the same period of 2024 [3][6]. - Revenue from services increased by 107% to US$6.9 million, driven by strong client retention and demand for subscription-based solutions [7]. - Revenue from tangible products surged by 237% to US$4.4 million, primarily due to the rollout of food ordering kiosks and power bank charging stations [7]. - EBITDA grew by 205% year-over-year, from US$809 thousand to US$2.47 million, reflecting strong revenue expansion and operational efficiency [4]. - Net income rose 308% year-over-year to US$1.86 million, supported by improved gross margins and effective cost management [5][11]. - Gross profit increased by 173% to US$2.3 million, driven by robust demand and operating leverage [6]. Cost Structure - Cost of sales was US$9.1 million, a 137% increase from US$3.8 million, driven by higher business activity across services and tangible products [8][9]. - Cost of sales from services increased by 110% to US$6.2 million, attributed to higher infrastructure and maintenance costs [14]. - Expenses for tangible products rose by 242% to US$2.85 million, corresponding to increased sales of kiosks and charging stations [14]. Cash Position and Capital Allocation - Net cash used in operating activities was US$3.27 million, compared to a net inflow of US$674 thousand in the same period of 2024, primarily due to working capital movements [13]. - Net cash used in investing activities rose to US$3.56 million, reflecting investments in strategic assets and software licenses [15]. - Net cash generated from financing activities surged to US$7.20 million, driven by new share capital issuance and financing facilities [16]. - Cash and cash equivalents increased to US$454 thousand as of June 30, 2025, up from US$87.9 thousand at the beginning of the period, indicating improved capital management [17]. Company Overview - Sagtec is a leading provider of customizable software solutions, primarily serving the Food & Beverage sector, and also offers software development and data management services [18].

Core Viewpoint - Sagtec Global Limited is set to release its first half financial results for the fiscal year 2025 on July 21, 2025, and will hold an earnings call to discuss its financial performance and business outlook [1][2]. Group 1: Earnings Call Details - The earnings call will take place at 8:30 a.m. Eastern Time on July 21, 2025, and will be accessible via a webcast [3]. - A replay of the webcast will be available approximately 24 hours after the call and will remain accessible for 12 months [3]. Group 2: Company Overview - Sagtec is a technology innovator specializing in customizable software and AI systems, primarily serving the Food & Beverage sector [5]. - The company also provides software development, data management, and social media management services to enhance operational efficiency across various industries [5]. - Additionally, Sagtec operates power-bank charging stations at 300 locations across Malaysia through its subsidiary, CL Technology (International) Sdn Bhd [5]. Group 3: Management Insights - Kevin Ng, the Chairman and CEO, expressed optimism about the company's progress in advancing technology offerings and expanding market presence, indicating a focus on delivering long-term value to shareholders [4].

Company Overview - Sagtec Global Limited has signed a US$10 million agreement with SMD Tech to develop a smart hospitality technology solution, marking its entry into the US$30 billion smart tourism sector [1][2] - The company specializes in customizable enterprise software solutions, primarily serving the Food & Beverage sector, and is expanding into the hospitality technology domain [7] Contract Details - The contract includes the development and management of a next-generation Hotel Self Check-In/Out System, which encompasses software licensing, systems integration, data analytics, and long-term service and maintenance [2][3] - Over 60% of the contract value is expected to generate multi-year recurring revenue streams, indicating a stable revenue model for the company [3] Market Context - The UAE's hospitality sector is experiencing significant digital transformation, driven by government initiatives and a rebound in travel post-pandemic, with the market projected to reach US$37.7 billion by 2033, growing at a CAGR of 5.2% from 2025 [5][6] - Sagtec's solutions are designed to enhance operational efficiency and customer experience, which are critical for premium hospitality operators in the region [6] Strategic Importance - The partnership with SMD Tech is seen as a strategic move that not only showcases Sagtec's innovation capabilities but also opens new market opportunities in a rapidly growing tourism economy [4]