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]

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 [5] - The company operates power-bank charging stations at 300 locations across Malaysia through its subsidiary, CL Technology (International) Sdn Bhd [5] Recent Developments - Sagtec announced the successful delivery of 8,000 Speed+ Cloud-Based Smart Ordering System licenses and 200 FoodKiosk smart self-service machines to its exclusive UAE partner, SMD Tech, invoiced at US$1,345,000 [1][2] - This delivery represents 80% fulfillment of the initial 10,000-license commitment under a five-year Master Dealership Agreement with SMD Tech [2] Strategic Impact - The integration of FoodKiosk machines adds a critical hardware component to the Speed+ ecosystem, enabling a fully automated customer ordering experience in both dine-in and quick-service environments [2] - The installed Speed+ platform allows for real-time order management, advanced analytics, and automated marketing integration, which helps businesses reduce wait times, optimize manpower, and enhance customer engagement [3] Market Context - There is a growing regional demand for contactless ordering and smart automation, with the Middle East's cloud-based POS market projected to reach US$1 billion by 2030 [4] - SMD Tech's local presence and domain knowledge are accelerating deployment across key commercial zones, including malls, airports, and major F&B franchise groups [4]

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 [6] - The company operates power-bank charging stations at 300 locations across Malaysia through its subsidiary, CL Technology (International) Sdn Bhd [6] Strategic Partnership - Sagtec has signed a Master Dealership Agreement with SMD Tech – FZCO, appointing SMD Tech as its exclusive master dealer for the Speed+ Cloud-Based Smart Ordering System in Dubai [1][2] - The agreement includes a commitment from SMD Tech to purchase a minimum of 10,000 software licenses over the next five years, translating into an expected revenue pipeline of no less than US$30 million [2] Product Offering - Speed+ is a cloud-native ordering platform designed to transform operations in the retail and F&B sectors, providing seamless order processing, real-time analytics, and automated customer engagement [3] - The platform's relevance is highlighted by the UAE's projected digital economy contribution of over US$140 billion to GDP by 2031, driven by government-led innovation and enterprise digitalization [3] Market Potential - The UAE's F&B market is forecasted to surpass US$37 billion by 2030, driven by rising consumer expectations for digital convenience and operational efficiency [4] - The Middle East's cloud-based point of sale (POS) market is projected to grow at a 19% compound annual growth rate (CAGR) through 2030, reaching approximately US$1 billion, indicating a strong demand for integrated platforms like Speed+ [4] Future Outlook - The agreement with SMD Tech is expected to unlock a predictable multi-year revenue stream and position Sagtec as a key digital enabler in the Middle East's F&B transformation [5] - The partnership aims to capture market share and establish long-term Software-as-a-Service (SaaS) dominance in the region [5]

● Sagtec's revenue from services surged by 122% to US$6.8 million for the fiscal year 2024, compared to US$3.1 million in fiscal year 2023. This increase was primarily driven by strong client retention through subscription renewals and the successful acquisition of new subscribers during the year. ● The company's revenue generated from tangible products grew by 50 %, reaching US$4.8 million for fiscal year 2024, compared to US$3.2 million in fiscal year 2023. This growth was largely fueled by the increased ...

Core Viewpoint - Sagtec Global Limited reported strong financial results for the fiscal year 2024, achieving a record revenue of US$11.6 million, reflecting a 78% year-over-year growth, driven by robust performance across all core verticals and strategic market expansions [2][3][5]. Financial Results - Total revenue for fiscal year 2024 was US$11.6 million, a 78% increase from US$6.5 million in fiscal year 2023 [3][4]. - Revenue from services surged by 122% to US$6.9 million, while revenue from tangible products grew by 50% to US$4.8 million [4][6]. - Gross profit increased by 49% year-over-year to US$2.8 million, with EBITDA standing at US$2.1 million, reflecting a 17.7% margin [5][10]. - Net income for fiscal year 2024 was US$1.6 million, up from US$1.0 million in fiscal year 2023, with earnings per share increasing by 56% to US$0.14 [7][11]. Cost Structure - Cost of service increased by 140% to US$5.9 million, driven by higher server capacity and maintenance expenses [8][14]. - Total cost of sales reached US$8.9 million, an 89% increase from US$4.7 million in fiscal year 2023 [7][8]. Cash Position and Capital Allocation - Net cash generated from operating activities was US$1.3 million, a 134% increase from US$0.5 million in fiscal year 2023 [12]. - Cash and cash equivalents improved significantly to US$82 thousand, compared to -US$52 thousand in the previous year [15]. Strategic Focus - The company aims to accelerate expansion into key regional markets, including Indonesia and Hong Kong, to capitalize on the growing demand for its innovative solutions [2]. - Sagtec is shifting its business model away from rental services to direct machine sales, enhancing its operational efficiency [6]. Company Overview - Sagtec Global Limited specializes in customizable software solutions, primarily serving the Food & Beverage sector, and also operates power-bank charging stations across Malaysia [16].