Sagtec Global Reports $15.1M Revenue for 2025, Targets $12-15M AI Solutions Revenue for 2026
In a shareholder letter, CEO Kevin Ng, said in part, "As we approach the end of 2025, I am writing to update you on a year of transformative growth and to share our strategic vision for the year ahead. We believe the momentum we have built over the last twelve months has positioned Sagtec Global for a promising 2026, and we are eager to welcome both our loyal long-term investors and new shareholders to this next chapter of our journey. We view 2025 as the year we successfully built our foundation, transitioning from a Malaysia-led POS provider into a profitable regional AI solutions company. The milestones we achieved this year are not the finish line; they are the launchpad for what we anticipate will be a year of accelerated expansion and value creation. This update summarizes the decisive steps we have taken and why the Board and management are more confident than ever as we head into the new year. First, our financial performance for the nine months ended September 30, 2025, demonstrates that our model scales. Revenue for the period reached approximately USD 15.1 million, an increase of about 97% compared to the same period in 2024. This top-line expansion was broad-based, led by a 135% surge in tangible product revenue and a 79% increase in services revenue. Net profit rose to approximately USD 2.6 million, up about 226% year over year, resulting in Earnings Per Share of $0.20, compared to $0.07 in the prior year. EBITDA improved to roughly USD 3.6 million, an increase of about 139%. These results show not only growth but also meaningful operating leverage and disciplined cost management following our IPO...Looking ahead, we see a substantial opportunity at the intersection of our existing Speed and kiosk ecosystem and the AI capabilities enabled by Kinetic Seas and our new partners. Industry research cited in our recent announcements indicates that the AI software market across Malaysia, Indonesia, Singapore, and the Philippines is expected to grow at a compound annual growth rate of about 34% through 2030, representing over USD 6 billion in new SME-focused opportunities. Within this backdrop, Sagtec has outlined internal targets for FY 2026 AI solutions revenue in the range of approximately USD 12-15 million and a three-year cumulative revenue impact of about USD 40-50 million by 2028 related to our Kinetic Seas alliance. While these are forward-looking statements and subject to risk, they reflect our conviction that Sagtec is now positioned as an AI co-creation partner to both enterprises and SMEs across the region. We believe we are at a critical inflection point in Sagtec's evolution. We have delivered triple-digit profit growth, secured multi-million-dollar AI contracts with marquee partners, and demonstrated operating leverage across our existing subscription base-yet we believe the market has not yet fully appreciated the magnitude of this transformation. We are confident that as we execute on this high-margin AI pipeline and advance toward our 2026 and 2028 targets, our intrinsic value will become increasingly evident to the broader investment community. This is not speculation; it is grounded in the real contracts we have signed, the partnerships we have structured with aligned incentives, and the recurring revenue models we are embedding into our business."
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- AI System Launch: Sagtec Global has unveiled SAGE AI, an integrated restaurant operating system that combines POS infrastructure, operational analytics, and predictive AI models, aimed at optimizing operational efficiency through machine learning and predictive analytics.
- Initial Contract Value: The company has secured initial enterprise contracts totaling approximately $11 million, which will support the rollout and market penetration of SAGE AI.
- Operational Optimization Capabilities: SAGE AI enables restaurant operators to optimize pricing, forecast demand, manage inventory, and oversee multi-location operations through automated decision-support tools, thereby enhancing overall business performance.
- Revenue Growth Expectations: Sagtec Global anticipates a 64% year-over-year revenue growth, indicating strong potential in AI technology application and market demand.
- Acquisition Overview: Sagtec Global has signed a term sheet to acquire a 60% stake in Malaya Heritage for $3 million, which includes $1.8 million in fixed-price share issuance and up to $1.2 million in earn-out tied to revenue and EBITDA milestones.
- Financial Performance: For the fiscal year ending June 30, 2025, Malaya Heritage's subsidiaries, CNS Sdn. Bhd. and SS31 Kitchen Sdn. Bhd., reported combined revenue of RM15.34 million (approximately $3.9 million), indicating solid performance in the Malaysian dining market.
- Growth Expectations: Sagtec anticipates that the investment and operational optimization will drive approximately 70% revenue growth in 2026, further solidifying its market position in the restaurant industry.
- Technology Integration: The acquisition allows Sagtec to deploy its POS and enterprise software directly into restaurant operations, thereby gaining recurring operating income and enhancing overall business efficiency.
- Revenue Growth Potential: Sagtec Global Limited announced the continued expansion of its AI ecosystem, now serving over 12,000 businesses and transitioning to a subscription-based business model, thereby enhancing its long-term monetization capabilities.
- Enhanced Commercial Opportunities: The company recently completed a $4.0 million deployment of a Smart AI mobility platform, demonstrating its ability to convert AI innovation into revenue while meeting market demand for flexible AI-native infrastructure.
- Market Expansion Strategy: Sagtec is expanding from Southeast Asia into the United States and other strategic markets, targeting rapidly transforming sectors such as mobility and digital transport ecosystems, aiming to increase contract sizes through AI integrations and SaaS subscriptions.
- Management Outlook: CEO Ng Chen Lok stated that Sagtec's goal is to evolve into a scalable AI SaaS revenue platform, leveraging a modular platform approach to capture recurring revenue opportunities while accelerating client automation deployment.
- Revenue Growth Projection: Sagtec Global estimates a 64% year-on-year revenue growth for 2026, indicating strong performance in its core technology offerings, which may attract increased investor interest.
- Significant Profit Increase: The company anticipates a 75% rise in net profit, reflecting enhanced profitability that could provide funding for future reinvestments.
- Cash Flow Improvement: Preliminary estimates show a 93% increase in operating cash flow, which will bolster the company's liquidity and support strategic investments and technology development.
- Deepening Strategic Partnership: Sagtec Global reiterated its strategic partnership with HM Development, investing $2 million in AI Edutech Power Trading software, demonstrating its proactive approach to AI platform opportunities.
- Financial Growth Outlook: Sagtec anticipates a 64% year-on-year revenue increase, a 75% rise in net profit, and a 93% boost in operating cash flow for 2026, reflecting ongoing improvements in operational efficiency and software revenue contributions, indicating robust market demand and management effectiveness.
- Clear Strategic Focus: The company plans to strengthen its core technology offerings in 2026 while exploring potential collaborations on AI platforms with Skilliks and opportunities in the EV bike subscription market in Southeast Asia to achieve long-term growth and risk management.
- SaaS Revenue Expansion: Sagtec will continue to enhance its SaaS model, emphasizing sustainable recurring revenue and customer retention, aiming to improve market competitiveness and meet evolving customer needs.
- Strategic Investment Update: Sagtec reiterated its strategic partnership with HM Development, having invested $2 million in AI Edutech software, supporting the development of AI-driven solutions and further solidifying its leadership in digital transformation.

- Software Development Agreement: On January 5, 2026, Sagtec signed a $4 million software development agreement with Grandpride to create a Smart AI E-Hailing, Car Rental, and Subscription System, integrating various mobility services to enhance user experience and market competitiveness.
- Project Implementation Timeline: Development is set to commence in Q1 2026 with a phased rollout targeted within 3 to 8 months, significantly faster than industry standards, reflecting Sagtec's advanced planning and technological collaboration advantages.
- AI Integration Capabilities: The platform will embed AI functionalities, including demand forecasting and dynamic pricing, aimed at optimizing fleet utilization and enhancing personalized user services, thereby supporting data-driven operations and scalable growth.
- Long-term Revenue Model: The agreement includes $1.6 million for custom software development, $1.2 million for service maintenance, and $1.2 million for data hosting services, ensuring Sagtec secures stable long-term service revenue over the next five years, enhancing the company's financial stability.






