3

4

5

1

6

13

2

5

4

6

7

2

3

6

7

7

51%

49%

70%

30%

Malaysia

ChinaSEA ROTW

37%

33%16%

14%

8

9

10

2011 2012 2013 2014 2015

O&D F&M Group

11

Asia Pacific2014

2015

6.0

6.4

Southeast Asia

12

4,288 3,837 3,5042,726 3,091

2011* 2012 2013 2014 2015

PAT (RM Million)

16,237 16,59915,202 14,597

13,536

2011* 2012 2013 2014 2015

Revenue (RM Million)

6,076 5,7785,076 4,644 4,660

2011* 2012 2013 2014 2015

EBITDA (RM Million)

47 44 39 31 35

2011* 2012 2013 2014 2015

Basic EPS (sen)

13

RM Billion

2014 2015

14

2011* 2012 2013 2014 2015

Capital Expenditure (RM Billion)

Growth

Operations

15

16

17

Sabah Ammonia and Urea (SAMUR) Project

Description / Location

Feedstock

Cost

Product/ Capacity

Target Commissioning

Product Usage

18

Aroma Chemicals Project 2EH Acid Project HR-PIB Project

Description / Location

Feedstock

Cost

Product/ Capacity

Target Commissioning

Product Usage

Menthol:Cooling effects in

personal care products

Citral:Vitamins

Citronellol:Citrus notes in

perfume

2EH Acid: HR-PIB:

19

20

21

Liquid Bulk Terminal

Utilities, Interconnecting & Offsite

Raw Water Supply Project

Regasification Terminal

PengerangCo-generation Plant

Air Separation Unit

Ethylene PropyleneButadiene

Naphtha

Propylene

300 kbpd Crude Oil

22

23

24

25

26

27

28

•

•

•

•

•

•

•

•

29

30

100%

64.35%

100% 100% 100%

0.01% 40%

100%100%

100% 100%100%100%100%100%100%100%

88% 87.5% 70% 63.5% 60% 40%30% 30% 20%

99.99%100% 100% 100%

31

32

(1) Associate company

33

34

PC Fertiliser, Gurun• Methane based• Feedstock linked to

market prices

Kertih IPC• Mainly Ethane based(1)

• Feedstock in line with avg. ME Ethane producers

3

1

2 Gebeng IPC• Propane & Butane based• Feedstock linked to

Saudi Aramco CP

4ABF, Bintulu• Methane based• Feedstock linked to

market prices

PC Methanol, Labuan• Methane based• Feedstock linked to

market prices

5 Project SAMUR, Sipitang• Methane based• Feedstock linked to market

prices

6

•

•

•

•

•

• •

•

35

ShippingDays*

Malaysia(Kertih)

Middle East(Jubail, Saudi Arabia)

USA**

(Houston, Louisiana)

China (Xiamen) 6 days 19 days 37 days

Japan (avg. Shimizu, Sakai, Kobe,

Mizushima)9 days 23 days 34 days

Taiwan (Kaohsiung) 6 days 19 days 37 days

Indonesia (avg. Surabaya, Semarang)

4 days 16 days 42 days

Thailand (Bangkok) 3 days 16 days 43 days

Shipping Considerations

• Smaller ships and smaller loads economically viable

• Less crowded routes

• More frequent vessels

• Only large ships to maintain economies of scale

• Potential delay through crowded Straits of Malacca

• Only large ships to maintain economies of scale

36