Photonics boost for EG Industries


PETALING JAYA: EG Industries Bhd is expected to enter a stronger growth phase in the financial year ending June 30, 2027 (FY27) as the company’s photonics business ramps up.

Philip Capital said the acceleration of photonics volumes should see contribution from this business rise to about half of the company’s revenue in FY27, supporting the house’s 33% year-on-year earnings per share (EPS) growth forecast.

The research firm said the company’s latest contract win from Customer O, a US-based software company, provided further validation of its expanding customer reach and order growth potential.

Meanwhile, the company’s 1.6 terabit optical module is on track for audit clearance by October 2026 and mass production by the end of December 2026.

It maintained a “buy” rating and 12-month target price of RM2.65, pegged to a 24 times FY27 forecast EPS multiple.

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