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]

Core Insights - Sagtec Global Limited has signed a definitive Share Sale Agreement to acquire an 80% equity stake in Smart Bridge Technology, a profitable agentic AI platform [1][2] - The acquisition aligns with Sagtec's strategic shift towards an AI-first, SaaS-driven growth model [2][7] Financial Performance - Smart Bridge reported a net profit of US$2.1 million for FY2024, indicating its profitability and readiness for enterprise deployment [3] - The acquisition is expected to be immediately earnings-accretive for Sagtec, enhancing its high-margin, subscription-based AI modules [4][7] Market Potential - The combined total addressable market (TAM) for Sagtec and Smart Bridge exceeds US$130 billion [4] - The global AI in retail market is projected to reach US$43 billion by 2032, while the SME-focused AI software segment is expected to surpass US$25 billion [4] Strategic Integration - Post-acquisition, Sagtec plans to launch its first AI-powered SaaS modules in Q3 2025, starting with the hospitality sector and expanding into fintech and logistics [6][7] - The integration of Smart Bridge's capabilities is anticipated to enhance Sagtec's existing offerings in hospitality and point-of-sale infrastructure [3][5] Long-term Strategy - The transaction supports Sagtec's commitment to scalable, recurring SaaS revenue and disciplined AI-focused M&A strategy [7] - Further updates on product roadmap, earnings impact, and regional expansion strategy will be provided during the upcoming half-year investor call [7]

Core Insights - Sagtec Global Limited forecasts FY2025 revenue of approximately US$22.3 million, representing a 92% year-over-year increase from US$11.6 million in FY2024 [1][3] - The growth is driven by the commercial adoption of Sagtec's AI-powered Robotics-as-a-Service (RaaS) and software platforms across sectors such as hospitality, logistics, and smart retail [2][4] Financial Highlights - FY2024 revenue was US$11.6 million, while FY2025 guidance is US$22.3 million, indicating a 92% increase [3] - Cost of service is projected to rise from US$8.9 million in FY2024 to US$17.5 million in FY2025, a 96% increase [3] - Gross profit is expected to increase from US$2.7 million in FY2024 to US$4.9 million in FY2025, a 79% increase [3] - Operating expenses are forecasted to grow from US$655,713 in FY2024 to US$1.2 million in FY2025, an 86% increase [3] - EBITDA is projected to rise from US$2.3 million in FY2024 to US$3.9 million in FY2025, a 68% increase [3] - Net profit is expected to increase from US$1.6 million in FY2024 to US$2.6 million in FY2025, a 60% increase [3] Strategic Growth Catalysts - Sagtec's AI-powered service robotics platform launched in Q2 2025 is being adopted by leading hospitality and F&B groups, combining hardware leasing, computer vision, and predictive analytics [4] - The company is targeting digitally underserved economies in Southeast Asia and the Middle East, where rising labor costs create demand for automation [5][6] - Sagtec is investing in rapid deployment of AI robotics across Malaysia, Indonesia, Hong Kong, and the UAE, as well as expanding its platform stack into logistics automation and smart retail [6] Market Expansion - The company is focusing on high-margin upselling of AI features and smart workflow automation to accelerate annual recurring revenue (ARR) [4] - Sagtec's strategic focus includes enhancing its AI applications beyond hospitality to logistics, retail operations, and smart city automation [5]

Core Insights - Sagtec Global Limited has signed two major contracts totaling US$5 million shortly after launching its AI-powered robotics platform, indicating strong market demand and early success in its deployment strategy [1][2]. Contract Details - The first contract involves deploying over 100 autonomous robotic units to a leading multi-brand restaurant group in Malaysia, expected to generate over US$20 million in cumulative revenue within the next year under a Robotics-as-a-Service (RaaS) model [3]. - The second contract is a significant Customer Relationship Management (CRM) project with a prominent F&B operator, projected to add over US$30 million in Software-as-a-Service (SaaS) revenue pipeline through regional expansion [4]. Technology and Strategy - Both contracts leverage Sagtec's modular, full-stack AI platform, which integrates voice-activated robotics, POS systems, and real-time analytics, validating the company's dual-engine monetization strategy across RaaS and SaaS [5]. - The company is strategically positioned to lead in the global service robotics market, projected to exceed US$90 billion, by expanding its commercial engagements across Southeast Asia, Hong Kong, and the Gulf Cooperation Council (GCC) markets [6]. Market Momentum - Sagtec's combined RaaS and SaaS model is designed for rapid scaling with enterprise adoption, aiming to unlock repeatable revenue at the infrastructure level [7]. - The company is targeting a commercial pipeline exceeding US$50 million over the next 12 months, indicating strong growth potential [2][9]. Company Overview - Sagtec is a leading provider of customizable software solutions primarily serving the Food & Beverage (F&B) sector, also offering software development, data management, and social media management to enhance operational efficiency across various industries [8].

Core Insights - Sagtec Global Limited has launched an AI-powered robotics platform aimed at transforming front-of-house operations in the global hospitality sector, addressing labor-intensive service operations [1][2][4] - The global service robotics market is projected to exceed US$90.1 billion by 2032, with a compound annual growth rate (CAGR) of 19.2% from 2025, positioning Sagtec to capitalize on this growth [6] Company Overview - Sagtec is a technology innovator specializing in customizable software and AI systems, primarily serving the Food & Beverage (F&B) sector [8] - The company also provides software development, data management, and social media management services to enhance operational efficiency across various industries [8] Product Features - The platform includes autonomous robotic navigation, natural language ordering, precision robotic arm integration, and full point-of-sale (POS) software integration [5] - Customizable UI/UX allows for brand-specific voice design and themes, enhancing user experience [6] Revenue Model - Sagtec's platform is designed to generate high-margin, recurring revenue through multiple monetization streams, including hardware sales, robotic leasing subscriptions, and licensing of proprietary AI software [10] - The company aims to secure over 500 new robotic kiosk subscriptions within the next 12 months, driven by demand in Southeast Asia and the Middle East [4][6] Market Positioning - By entering the intelligent robotics space, Sagtec is establishing itself as a key AI systems provider in a rapidly growing automation segment [7] - The company is building a defensible, multi-layered ecosystem to deliver predictable, repeatable revenue growth in the future [7]

Company Overview - Sagtec Global Limited is a leading provider of customizable software solutions, primarily serving the Food & Beverage (F&B) sector, and also offers software development, data management, and social media management [8] - Smart Bridge Technologies Limited is a Malaysian-based AI and software development company specializing in agentic software, enterprise-grade IT solutions, and digital transformation services [7] Acquisition Details - Sagtec has signed a term sheet to acquire Smart Bridge for approximately US$17.6 million, at a price-to-earnings (PE) ratio of about 10 times, pending a definitive agreement and customary closing conditions [1] - The acquisition is expected to transform Sagtec into a full-spectrum AI technology leader, enhancing its capabilities in delivering predictive, real-time intelligence to businesses across Asia [2] Market Potential - The acquisition will broaden Sagtec's total addressable market (TAM) beyond retail into high-growth sectors, with significant opportunities in behavioral analytics, decision automation, and intelligent enterprise software [3] - The global AI retail market is projected to reach US$43 billion by 2032, while the SME-focused AI software market is expected to exceed US$25 billion, and the intelligent POS and behavioral analytics market is forecasted to surpass US$65 billion [3] Strategic Vision - The initiative aligns with the rapid expansion of the Artificial Intelligence sector, driven by increasing digital adoption and growing enterprise awareness of AI's transformative potential [4] - The acquisition accelerates Sagtec's vision of becoming the AI-first enterprise platform of the future, aiming to reshape business operations and unlock new revenue streams [6] Financial Performance - Smart Bridge reported a net profit of US$2.1 million, demonstrating the efficiency and scalability of its AI-driven business model [5] - The company continues to expand its client base across Asia, validating the commercial viability and adaptability of its technology [5] Product and Service Enhancements - The acquisition will enable Sagtec to deliver automated business intelligence to its F&B clients, launch AI-driven menu optimization, upselling strategies, and supply forecasting, and detect revenue leakage through behavioral fraud analytics [10]