4 MANAGEMENT DISCUSSION AND ANALYSIS 101 Malaysia’s infrastructure and built environment sector continues to offer compelling growth opportunities, underpinned by clear policy direction and a strong national development pipeline. The Government’s Public-Private Partnership (“PPP”) Master Plan 2030 is expected to catalyse RM78 billion in private investment, creating significant opportunities for private sector participation in national infrastructure delivery. Complementing this, national policy initiatives such as the National Energy Transition Roadmap (“NETR”) and the Energy Efficiency and Conservation Act (“EECA”) 2024 are accelerating the transition towards lower-carbon, energy-efficient assets, further reinforcing demand for green retrofitting and sustainable infrastructure solutions. At the same time, technological advancements such as Building Information Modelling (“BIM”), IoT-enabled asset management and AI-driven analytics are reshaping the way assets are planned, delivered and operated. This is driving greater demand for consultancy partners capable of integrating digital innovation, sustainability and performance optimisation across the asset lifecycle. In response, we continue to strengthen our digital capabilities to improve delivery efficiency, optimise asset performance and create greater long-term value, while expanding our presence in higher-growth segments. As a trusted leader in engineering, project and asset management consultancy, complemented by our energy efficiency and sustainability solutions, we remain focused on delivering innovative, high-impact outcomes that support long-term growth. Supported by favourable policy tailwinds and a constructive investment environment, we are well positioned to capture emerging opportunities, contribute to industry advancement and help shape the future of sustainable infrastructure, while creating enduring value for investors, clients and stakeholders. BUSINESS ENVIRONMENT KEY FOCUS AREAS Operational and Business Excellence Our focus on Operational and Business Excellence is centred on strengthening project execution, improving financial performance and embedding advanced digital capabilities across our core business model. Through a leaner operating structure and the development of new centres of expertise, we are enhancing delivery effectiveness and creating greater value for our clients. Strategic Market Expansion Expanding the EV and BESS Infrastructure Ecosystem: In response to growing demand for sustainable mobility and energy storage, we are actively expanding our presence in the EV charging infrastructure and battery energy storage systems (“BESS”) markets. Advancing Innovation through the Digital Engineering Unit (“DEU”): To reinforce our competitive advantage in an increasingly technology-driven market, we established the DEU to centralise and integrate digital capabilities across the business. Strategic Localisation in East Malaysia: To capture deeper opportunities in Sarawak and Sabah, we have localised our delivery model to align with local-first procurement requirements and state development priorities. Strategic Partnerships OPUS continues to broaden its product and solution offerings through strategic partnerships with leading end-to-end OEMs, accelerating its entry into high-growth energy transition segments. i) EV Charging Infrastructure: OPUS has developed integrated EV charging solutions and progressed into active joint marketing initiatives with selected European EV charging infrastructure manufacturers and solution providers. A Memorandum of Business Exploration (MOBE) was signed in September 2025 to formalise the collaboration and support market entry. ii) Battery Energy Storage Systems (BESS): OPUS has also initiated joint marketing activities with a Battery Energy Storage Systems manufacturer affiliated with the second-largest battery producer in China and listed on the Shenzhen Stock Exchange. A Memorandum of Business Engagement (“MOBE”) is currently being progressed to formalise the collaboration and strengthen the strategic partnership. Sustainability and Digital Innovation i) Leveraging digital technologies to advance sustainable infrastructure asset management, including Deighton Total Infrastructure Management System (DTIMS) and Internet of Things (IoT)-enabled solutions. ii) Integrating Building Information Modelling (BIM) into engineering and design practices. iii) Accelerating the adoption of energy optimisation solutions across energy efficiency, IoT and sustainable engineering applications.
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