Zetrix AI (ZETRIX) investor relations material

Executive summary

• Revenue for Q2 FY2026 rose 38.6% year-over-year to RM426.72 million, with profit after tax up 35.5% to RM268.66 million, driven by AI platform subscriptions, web3 service fees, and Zetrix blockchain node/token sales.

• For the first half of 2026, revenue increased 33.7% year-over-year to RM813.02 million, and profit after tax grew 42.1% to RM539.76 million.

• Sequentially, Q2 revenue increased 10.5% from Q1, but profit after tax dipped 0.9% due to higher amortisation of development costs.

Financial highlights

• Operating profit for Q2 FY2026 was RM382.08 million, up 62.7% year-over-year; for 6M FY2026, operating profit was RM725.05 million, up 57.3%.

• Basic EPS for Q2 FY2026 was 3.4 sen (Q2 FY2025: 2.6 sen); for 6M FY2026, 6.9 sen (6M FY2025: 5.0 sen).

• Net assets per share rose to 55.03 sen as at 30 June 2026 (31 Dec 2025: 47.85 sen).

• Cash and cash equivalents at period end were RM541.60 million, up from RM533.06 million at the start of the year.

Outlook and guidance

• The group expects continued growth from Zetrix blockchain and AI technology, with global expansion supported by partnerships with IFC and China Asean AI Lab.

• Plans include potential listing of a new subsidiary on an international exchange to access global capital.

• The board remains cautiously optimistic about long-term prospects, citing ongoing innovation and international initiatives.