Thursday, August 28, 2025

JS SOLAR HOLDING BERHAD

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***Disclaimer***Blogger is not wrote any recommendation & suggestion. All is personal opinion and reader should take their own risk in investment decision.


Open to apply: 28/08/2025
Close to apply: 09/09/2025
Balloting: 11/09/2025
Listing date: 23/09/2025

Share Capital    
Market cap: RM100.75 mil
Total Shares: 325 mil shares
1st day listing tradable shares: 161.005 mil shares 

Industry CARG
1. Installed capacity for solar PV systems in Malaysia: 20.9%
Industry competitors comparison (net profit%)
1. JS Solar: 4.3% 
2. Northern Solar Sdn Bhd: 12.9% 
3. Tera Va Sdn Bhd: 9.7% 
4. Samaiden Sdn Bhd: 6.2% 
5. Others: 0.7 % to 3.0%

Business (FYE 2025)
Business of renewable energy solutions. 
i) EPCC: Involve in design, planning, engineering, procurement, construction, installation, testing and commissioning services required for installing solar PV systems. 
ii) Contracting services for solar PV systems: services as a subcontractor to main contractors.
iii)  O&M services:  to assist our customers in operating and maintaining their solar PV systems. 
Revenue by Segment
1. EPCC services for solar PV systems: 55.86%
2. Contracting services for solar PV systems: 44.1%
3. O&M services for solar PV systems: 0.04%

Fundamental    
1.Market: Ace Market
2.Price: RM0.31
3.Forecast P/E: 12.6
4.ROE(Pro forma):  20.44%
5.ROE: 45.58%(FYE2025), 66.96%(FYE2024),  39.46%(FYE2023), losses(FYE2022)
6.Net asset per shares: RM0.12
7.Total debt to current asset: 0.79 (Debt: 62.510mil, Non-Current Asset: 22.075mil, Current asset: 79.588mil)
8.Dividend policy:  Didn’t have formal dividend policy.
9. Shariah status: Yes

Past Financial Performance (Revenue, Earning Per shares, PAT%)  
2025 (FYE 31Mar): RM186.534 mil (Eps: 0.0246), PAT: 4.29%
2024 (FYE 31Mar): RM140.385 mil (Eps: 0.0197), PAT: 4.56%
2023 (FYE 31Mar): RM70.270 mil (Eps: 0.0030), PAT: 1.37%
2022 (FYE 31Mar): RM21.438 mil (Eps: -0.0025), PAT: losses

Order Book (LPD: 31/07/2025)  
1. FYE 2026: 33.466 mil
2. FYE 2027: 1.440 mil
3. FYE 2028: 1.091 mil

Major customer (FYE 2025)    

1. NUR group of companies: 49.68%
2. GSPARX: 30.66%
3. Datapuri–JS Consortium: 1.9%
4. Site Platform Engineering Sdn Bhd: 1.52%
5. Customer A: 1.23%
***total 84.99%

Major Sharesholders    

1. Chai Jeun Sian, Aged 46: 14.7% (direct)
2. Ikwan Hafiz Bin Jamaludin, Aged 38: 16.15% (direct), 19.61% ( indirect)
3. Rantai Inspirasi: 19.61% (direct)
4. Sa Chee Peng, Aged 55: 16.94% (direct) 

Directors & Key Management Remuneration for FYE2026    
(from Revenue & other income 2025)

Total director remuneration: RM0.585 mil
key management remuneration: RM0.80 mil – RM0.95 mil
total (max): RM1.535 mil or 6.51%

Use of funds

Conclusions (Blogger is not wrote any recommendation & suggestion. All is personal opinion and reader should take their own risk in investment decision)
Overall is high risk investment, and also come with high grow return opportunities. 
 
*Valuation is only personal opinion & view. Perception & forecast will change if any new quarter result release. Reader take their own risk & should do own homework to follow up every quarter result to adjust forecast of fundamental value of the company.