SMRT IS Great business with strong financial standing and good future business outlook focusing on iot/digital/ smart infrastructure.
Good price to collect…


Enterprise IoT Leadership: SMRT is a IoT solutions provider, serving major Malaysian utilities like Tenaga Nasional and Air Selangor.

• Recurring Revenue Model: Its managed infrastructure sites generate stable, long-term income, reducing earnings volatility.

• Strong ROE & Profitability: Consistent profit growth and efficient capital use signal solid financial health.

• Low Debt Exposure: Conservative leverage enhances resilience and flexibility for expansion.

• Cash flow from operations is strong, backed by recurring income and margin discipline.
• Capital expenditures are modest, indicating efficient scaling.
• Balance sheet remains clean, with low debt and minimal financing risk.

Strategic Outlook

• FY2026 Growth Drivers:• Expansion of IoT-managed sites across Malaysia and potentially Southeast Asia.
• Deeper integration with utility digitization and smart infrastructure
• Potential fintech and smart city partnerships.

Credible Substantial shareholders are such as EPF, Urusharta Jamaah sb (under ministry of finance) and Abrdn Malaysia SB.

SMRT is well-positioned for long-term growth through scalable tech infrastructure and recurring income. Its strategic clarity and financial discipline make it a compelling investment for medium-term focused on digital transformation themes.