JBDI Holdings (JBDI) Investor Presentation summary

Business overview

• Singapore-based supplier of reconditioned and new containers, serving solvent, chemical, petroleum, and edible oil industries for 40 years.

• Offers steel drums, plastic drums, carboys, IBCs, and custom reconditioned containers.

• Provides ancillary services: reconditioning, disposal, collection/delivery, wastewater treatment, and scrap recycling.

• Committed to sustainability and helping customers achieve net-zero environmental impact.

• Over 300 customers, mainly in Singapore, with some in Indonesia and Malaysia.

Financial performance

• FY2023 revenue: $11.1M; gross profit: $7.6M; operating margin: 40%; net margin: 10%.

• FY2022 revenue: $11.9M; cost of revenue: $3.5M; SG&A: $2.2M; net income: $0.8M.

• All figures in USD, with year-end on May 31.

Growth strategies

• Plans to expand storage facilities and diversify container offerings, targeting new sectors like semiconductor and shipyard.

• Exploring strategic acquisitions, joint ventures, and alliances, especially in waste management.

• Strengthening ESG efforts, including solar panel installation and reducing environmental impact.

• Renewing and expanding delivery fleet with electric vehicles to enhance ESG and service quality.

• Pursuing automation for operational efficiency and Industry 5.0 readiness.

• Increasing marketing and brand building through online campaigns and SEO.