CEO Kevin Ng outlines 226% profit growth, $0.20 EPS, expanded Kinetic Seas AI alliance, and $12-15M FY 2026 AI revenue targets in shareholder updateKUALA LUMPUR, Malaysia, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Sagtec Global Limited (NASDAQ: SAGT), a leading provider of AI-driven technology solutions across Southeast Asia, today released a year-end shareholder letter from Chairman and Chief Executive Officer Kevin Ng, highlighting the Company’s strategic transformation, triple-digit financial growth, and outlook ...

Core Insights - Sagtec Global Limited reported record-breaking financial results for the nine months ended September 30, 2025, showcasing the strength of its business model and revenue scalability [2][3][4] Financial Performance - Revenue increased to US$15.1 million, a 97% rise from US$7.6 million in the same period last year, driven by strong growth in subscription-based software and technology-enabled hardware solutions [3][4] - Net profit surged 226% year-over-year to US$2.6 million, up from US$799 thousand, attributed to higher operating income and improved gross margins [4][7][13] - Gross profit rose 121% to US$3.6 million, reflecting robust demand and operational leverage [4][11] - EBITDA grew 139% year-over-year, reaching US$3.6 million, supported by strong revenue expansion and operational efficiency [6] Revenue Breakdown - Revenue from services increased by 79% to US$9.5 million, driven by strong renewal momentum and new customer acquisitions [5][6] - Revenue from tangible products grew by 135% to US$5.6 million, supported by digitalization trends in the food and beverage sector [5][6] - Revenue from the new F&B service robotic machine kiosk rental business contributed US$89 thousand, indicating potential for future growth despite longer payback periods [5] Cost and Expenses - Cost of sales rose 91% to US$11.5 million, reflecting the scaling up of operations post-IPO [8][9] - Operating income increased by 135% to US$2.8 million, underscoring improved operational efficiency and cost management [9][11] Cash Position and Capital Allocation - Net cash generated from operating activities was US$1.9 million, compared to US$820 thousand in the same period last year, influenced by working capital movements [15] - Net cash used in investing activities rose to US$6.1 million, reflecting continued investment in strategic assets [16] - Cash and cash equivalents improved to US$313 thousand, a total improvement of US$666 thousand from a deficit of US$353 thousand at the beginning of the period [18] Shareholder Value - Basic and diluted earnings per share (EPS) increased to US$0.20, up from US$0.07, highlighting expanding profitability and sustainable shareholder value generation [14]

Core Insights - Kinetic Seas Incorporated has expanded its strategic partnership with Sagtec Global Limited, establishing itself as the exclusive AI development and technology partner for Sagtec in Southeast Asia [1][2] Strategic & Financial Benefits - The partnership provides Kinetic Seas access to Sagtec's over 12,000 SaaS clients, transforming the Skilliks platform into a primary driver of enterprise-grade AI solutions and recurring revenue [2] - Kinetic Seas will receive a 30% revenue share from Sagtec's projected cumulative revenue of $40–$50 million from this initiative by 2028 [6] Operational Execution and Community Impact - Kinetic Seas will deliver end-to-end AI solutions, including custom development and project management, on a regional scale as Sagtec's exclusive technical partner [3] - The partnership engages the Kinetic Seas AI Masters Community, connecting over 10,000 AI professionals to commercially funded projects [4][5] Market and Revenue Outlook - The Southeast Asian AI software market is projected to grow at a CAGR of 34% through 2030, representing over $6 billion in new opportunities [5] - Kinetic Seas' revenue share is directly tied to Sagtec's projected revenue, indicating a strong potential for high-margin income [6] Company Profiles - Kinetic Seas Incorporated is recognized for its Skilliks AI platform and a global community of AI experts, specializing in production-grade AI solutions [7][8] - Sagtec Global Limited empowers over 12,000 businesses in Southeast Asia with digital transformation and SaaS solutions [8]

Core Insights - Sagtec Global Limited has expanded its strategic partnership with Kinetic Seas Incorporated, establishing Kinetic Seas as its exclusive AI development and technology partner for Malaysia, Indonesia, Singapore, and the Philippines, transforming the collaboration into a comprehensive joint business development and AI co-creation alliance [1][2] Strategic Partnership Framework - The partnership is structured around an equity-based alignment and a new revenue-sharing model, ensuring shared incentives for growth [2] - Sagtec will issue 5.5 million Class A ordinary shares to Kinetic Seas, creating a foundational equity stake and satisfying the original licensing fee [5] - From AI development projects secured under this partnership, Sagtec will receive 70% and Kinetic Seas 30% of gross project receipts, with provisions for joint development and shared intellectual property [5] Expanded Scope to Drive Market Leadership - Kinetic Seas will provide turnkey solutions for Sagtec, leveraging expertise in deep learning, natural language processing, and computer vision, which has already enabled Sagtec to secure new business in competitive markets [3] Fueling Immediate Growth with Major Contract Wins - The new partnership model is generating momentum, allowing Sagtec to secure significant contracts, including a USD $3 million digital transformation contract with Malaya Heritage Holdings and a USD $1 million AI-powered SaaS platform development agreement with HM Edutech Group [7] Revenue Projections and Market Outlook - The AI software market in the targeted regions is expected to grow at a compound annual growth rate of 34% through 2030, representing over $6 billion in new opportunities in the SME segment alone [8] - Sagtec projects FY 2026 AI Solutions Revenue between $12 million and $15 million, with a recurring SaaS revenue growth of 200% year-over-year and a three-year cumulative revenue impact of $40 million to $50 million by 2028 [11]

Core Insights - Kinetic Seas Incorporated has expanded its strategic partnership with Sagtec Global Limited, becoming the exclusive AI development and technology partner for Sagtec in Southeast Asia [1][2][3] Strategic & Financial Benefits - The partnership provides Kinetic Seas access to Sagtec's over 12,000 SaaS clients, transforming the Skilliks platform into a primary driver of enterprise-grade AI solutions and recurring revenue [2] - Kinetic Seas will receive a 30% revenue share from Sagtec's projected cumulative revenue of $40–$50 million from this initiative by 2028 [6][7] Operational Execution and Community Impact - Kinetic Seas will deliver end-to-end AI solutions, including custom development and project management, on a regional scale [3] - The partnership engages the Kinetic Seas AI Masters Community, connecting over 10,000 AI professionals to funded projects, fostering innovation and economic opportunity [4][5] Market and Revenue Outlook - The Southeast Asian AI software market is projected to grow at a CAGR of 34% through 2030, representing over $6 billion in new opportunities [5] - Kinetic Seas' revenue share is directly tied to Sagtec's projected revenue, indicating a scalable revenue stream for the company [6][7] Equity and Co-Creation - Kinetic Seas acquires 5.5 million shares of Sagtec common stock, establishing a substantial equity interest [7] - Joint development provisions allow Kinetic Seas to expand its portfolio of deployable AI assets in collaboration with Sagtec [7]

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]