Cape EMS Unveils ‘CEB 2.0’ Roadmap to Drive High-Value Tech and Infrastructure Growth

KUALA LUMPUR, Feb 19 (Bernama) -- Cape EMS Berhad (“Cape EMS” or “the Group”) has unveiled its strategic transformation roadmap, dubbed “CEB 2.0,” aimed at repositioning the Group from a traditional electronics manufacturing services (EMS) provider into a high-value technology and infrastructure partner.

The strategic pivot is designed to build long-term earnings resilience and restore market confidence by moving beyond conventional “box-build” assembly into engineering-led, infrastructure-linked, and solution-based offerings.

Managing Director and Group Chief Executive Officer, Christina Tee Kim Chin, stated that the shift represents a fundamental upgrade in the Group’s business model.

“Cape 1.0 was about scale. CEB 2.0 is about value,” she said. “We are transitioning from hardware-centric manufacturing towards engineering integration, intelligent manufacturing networks, and clean-energy infrastructure.”

Four Strategic Pillars The transformation is anchored on four key business pillars: EMS, Battery Energy Storage Systems (BESS), Wireless IoT, and Intelligent Manufacturing Network (IMN).

Central to this strategy is the IMN, driven by the Group’s US-based subsidiary iConn Inc. The division operates a ‘virtual plant’ model that facilitates distributed, AI-optimised production across multiple geographies. This approach allows Cape EMS to mitigate tariff exposure, adapt to geopolitical shifts, and support multinational customers pursuing “China+1” supply-chain diversification strategies.

Capitalising on Johor’s Data Centre Boom Concurrently, the Group is expanding into the BESS and renewable energy infrastructure space through its subsidiary, Cape Renewables, in partnership with Shanghai Sermatec Energy Technology Co. Ltd.

The initiative involves the localisation of BESS assembly and lifecycle support in Johor, aligning with Malaysia’s National Energy Transition Roadmap (NETR). This positions Cape EMS to serve the rising demand from data centres and industrial operators seeking energy reliability.

Tee noted that Johor’s emergence as the nation’s primary data centre hub, coupled with the momentum of the Johor-Singapore Special Economic Zone (JS-SEZ), provides significant strategic tailwinds.

“Cape EMS is positioning itself as a critical infrastructure partner supporting energy resilience, smart mobility, and digital infrastructure operations within this high-growth corridor,” she added.

To support this ecosystem, the Group has entered into a strategic collaboration with Engytech Engineering Services to build digital infrastructure operation and maintenance capabilities. Plans are also underway to establish a Data Centre Academy in Johor to address talent shortages in mission-critical facilities, supporting the New Industrial Master Plan (NIMP) 2030 goals.

Focus on Quality Growth From a capital markets perspective, the Board has outlined a priority over the next 12 to 24 months to demonstrate consistent profitability and disciplined execution. The Group views its return to profitability in the first quarter of FY2026 as a baseline for sustainable performance.

“We are focused on sustainable margin improvement, prudent capital deployment, and transparent engagement with investors. We are not chasing growth for growth’s sake — we are pursuing quality growth,” Tee emphasised.

By operating at the intersection of advanced manufacturing, clean energy, and digital infrastructure, Cape EMS aims to build a more resilient, infrastructure-linked earnings profile moving forward.

SOURCE : Aegis Communication

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--BERNAMA