Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Uchi Technologies (UCHI MK) | Q4 FY25 Result Update

Uchi Technologies (UCHI MK): Q1 FY26 Result Update, Resilient Despite Ringgit Appreciation

Uchi Technologies (UCHI MK): Coffee and Cash Machine

Uchi Technologies (UCHI MK) Q3FY25: I Get Knocked Down, But I Get Up Again

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>
 Q2 FY26 USD revenue rose 1% YoY to USD 10.5m; RM revenue fell 6% to RM42.1m. OPM recovered to 60.4% from 57.6% in Q1.</li>
<li>
 Management now guides FY26 USD revenue to be broadly comparable to FY25, a directional steer absent in Q1. Zero debt, RM132.7m net cash, 4.5 sen interim declared.</li>
<li>
Stock now trades at 13.2x FY25a PE, 9.6x EV/EBITDA, 6.9x P/B at a dividend yield &gt;7%</li>
</ul>



 Q2 FY26 USD revenue rose 1% YoY to USD 10.5m; RM revenue fell 6% to RM42.1m. OPM recovered to 60.4% from 57.6% in Q1.

 Management now guides FY26 USD revenue to be broadly comparable to FY25, a directional steer absent in Q1. Zero debt, RM132.7m net cash, 4.5 sen interim declared.

Stock now trades at 13.2x FY25a PE, 9.6x EV/EBITDA, 6.9x P/B at a dividend yield &gt;7%


Uchi Technologies (UCHI MK) Q2 FY26 Results: Flat USD Revenue, Margin Recovery, Guidance Restored