♨️ Fresh From Oven ♨️

*NationGate 2Q25 briefing keytakes (Zoom)*

_Well attended by 121 attendees; 2H25 earnings to be spearheaded by CPU sales and transition into more advanced optical transceiver_

*Date: 28 Aug 2025*

*Management: Tay SC (Director), Xin Ying (Senior Manager), Jessica*

*Key takeaways:*

- 2Q revenue of RM2.6b lifting 1H to RM5.4b; PATAMI of RM59.3m lifting 1H to RM106m (including RM32m provision made for ODM and AI server biz)
- BS – Cash reduced to RM509m from RM1.93b in 1Q