SAGTEC GLOBAL Ltd (NASDAQ: SAGT)

SAGTEC GLOBAL Ltd provides customizable software solutions that integrate with operational workflows, primarily serving the food and beverage sector while also catering to geotechnology, beauty, and property consulting industries. The company’s flagship product, Speed+, is a cloud‑based smart ordering and transaction management platform installed on 3rd‑party point‑of‑sale terminals. In addition to Speed+, the company offers QR ordering systems, self‑service food ordering kiosks, robotic arm solutions, software consultation and development services, data management and analysis, social media management, and, through its majority‑owned subsidiary CL Technologies, power bank charging stations deployed across high‑traffic public locations in Malaysia. The business model emphasizes recurring revenue from subscriptions alongside 1-time hardware sales, enabling the company to serve both new and existing clients with scalable technology offerings.

The company generates revenue from subscription services, software development, kiosk sales, social media management, data management services, and power bank charging stations. For the year ended December 31, 2025, Speed+ smart ordering and QR subscription services accounted for 30.18% of total revenue, software development services contributed 11.09%, kiosk sales represented 21.27%, social media management provided 8.19%, data management services contributed 14.50%, and the power bank charging station segment contributed 13.46%. Revenue is derived from both recurring subscription models and 1-time hardware sales, with a diversified mix that supports steady cash flow and facilitates investment in research and development. The firm also reports ancillary income from robotic arm rentals and AI‑driven analytics, which are included within the respective service categories.

The company operates through the following segments: Speed+ smart ordering and QR subscription services, software development services, kiosk sales, social media management, data management services, and power bank charging stations.

• Speed+ smart ordering and QR subscription services: This segment provides a cloud‑based smart ordering platform, QR code table ordering, and related subscription services that enable digital order processing and payment handling on 3rd‑party POS terminals, while delivering regular software updates and cloud hosting to ensure continuous operation and scalability for food‑and‑beverage operators.

• Software development services: This segment delivers customized application development, office management software, and consulting services tailored to client specifications, including design, testing, deployment, and post‑delivery support, and serves industries ranging from retail to property consulting by building scalable digital solutions that address specific workflow challenges.

• Kiosk sales: This segment sells self‑service food ordering kiosks equipped with screens, allowing users to browse menus, customize orders, and complete payments while reducing labor dependency, and includes a 12‑month warranty and optional maintenance contracts to ensure long‑term reliability.

• Social media management: This segment manages the online presence of key opinion leaders and influencers, using data‑driven content strategies and AI analytics to optimize engagement, schedule posts, monitor brand mentions, and produce performance reports that help clients refine their digital marketing efforts.

• Data management services: This segment processes, organizes, and analyzes raw data into actionable business insights, offering raster data editing, metadata generation, secure data handling, and visualization tools that assist clients in sectors such as geotechnology and beauty to derive value from complex datasets.

• Power bank charging stations: Through its subsidiary CL Technologies, this segment deploys and operates power bank charging stations in shopping malls, parks, and other high‑traffic public areas across Malaysia, providing a convenient charging solution for mobile devices and generating revenue through usage fees and service agreements.

The company has established a growing presence in the Malaysian food‑beverage technology market by offering an integrated hardware‑software ecosystem that combines subscription‑based software with kiosk and charging‑station hardware. Its competitive advantages include long‑term relationships with key suppliers and customers, an experienced management team with over 10 years of software expertise, and a flexible, customizable solution suite that reduces upfront costs for clients. By consistently enhancing its Speed+ platform with AI‑driven analytics and expanding into adjacent sectors such as geotechnology and beauty, SAGTEC GLOBAL Ltd differentiates itself from pure software vendors and hardware‑only providers. This positioning enables the company to capture higher customer lifetime value and to compete effectively against both local technology integrators and international SaaS providers entering the Southeast Asian market.

The company serves a diverse customer base that includes retail shops, small and medium enterprises, and large corporate clients operating in industries such as food and beverage, geotechnology, beauty, and property consulting. Notable customers identified in the filing are Rams Solutions Sdn Bhd, KLC Ventures Sdn Bhd, and SM Prominent Sdn Bhd, which together accounted for a significant portion of revenue in recent years. In addition to these key accounts, the firm works with numerous independent restaurants, hotel chains, retail outlets, and government‑linked entities that utilize its software solutions for order management, data analytics, and customer engagement initiatives.