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Our 2026 picks: Venture Corporation — Seasoned warhorse biding time before next charge

Lin Daoyi
Lin Daoyi • 4 min read
Our 2026 picks: Venture Corporation — Seasoned warhorse biding time before next charge
With a sturdy balance sheet and innovative R&D capabilities, Venture is poised to enter the next stage of its growth. Photo: Venture Corporation
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With roots dating back to 1989 as a high-end electronics manufacturing services provider, Venture Corporation has grown into a leading provider of technology services, products and solutions to over 100 global brands.

Listed in 1992 on Sesdaq, the precursor to the Catalist board, Venture listed on the Mainboard five years later, on the back of revenue growth of more than 500% to $649.1 million and nearly 270% profit after tax growth to $36.2 million over the four years from 1993 to 1996.

Since joining the Mainboard, the company has weathered multiple market cycles and crises, including the Asian Financial Crisis, the Global Financial Crisis, and Covid-19, remaining resilient and consistently recovering each time over the last 30 years to deliver shareholder returns.

In FY2024 ended Dec 31, Venture reported revenue of nearly $2.74 billion and net profit of $245 million, representing y-o-y decreases of 9.6% and 9.3%, respectively, and 29% and almost 34% lower figures than for FY2022.

Venture attributes the lower figures for FY2024 to reduced demand in the lifestyle technology domain, noting that it improved the reliability and longevity of a customer’s key product through R&D and design efforts, leading to fewer product replacements and lower volumes. Other segments of Venture’s business include life science and medtech, lifestyle and wellness, smart industrial, test measurement and instrumentation, and next-gen communications.

As a sign of the company’s steady grip on cost control, its cash holdings improved in FY2023 and FY2024, rising from $812 million in FY2022 to nearly $1.06 billion in FY2023 and over $1.31 billion in FY2024.

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Its balance sheet shows nearly $3.7 billion in assets compared with total liabilities of approximately $806 million, most of which are payables.
Venture has also steadily increased its dividend payout from 50 cents in FY2016 to 75 cents, which it has maintained from FY2020 to FY2024.

Venture’s competitive advantage lies in its technological bench strength for innovation and R&D capabilities. Analyst Jarick Seet from Maybank Research is optimistic about the company’s strategy to focus on R&D to improve its technology, which could boost its margins. He also points out that Venture is rolling out new products for advanced life sciences instruments and “ramping up” initiatives for hyperscale data centres.

In his report dated Nov 13, 2025, Seet also notes that the company is actively buying back shares to increase shareholder returns. He reiterates his “buy” call with a target price of $16.60, $2.70 above his previous target.

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Meanwhile, John Cheong, Heidi Mo and Tang Kai Jie of UOB Kay Hian maintain their “buy” call with a target price of $17.43, which is 22% higher than the previous target. In their report issued on Nov 14, 2025, they point out that Venture’s strong financial position compares favourably with US-listed peers, which are in net debt.

Furthermore, UOB Kay Hian expressed bullishness about Venture’s integrated global operations and “long-standing” customer relationships, which enable it to co-create products and supply chain solutions. The analysts believe that the company is “well-positioned” to seize opportunities, underpinned by its “strong” balance sheet and resilient business.

RHB Research analyst Alfie Yeo believes in Venture’s strategy to provide “differentiating” solutions that support customer retention and mitigate the tech sector’s cyclicality. He notes the company’s efforts to leverage its tariff-mitigation strategies and R&D capabilities to drive new orders. In his Dec 3, 2025 note, Yeo also expects Venture to benefit from the equities market development programme, with new investment flowing into the counter’s shares. Overall, RHB remains steadfast in its “buy” call for Venture with a target price of $16.70.

Since its debut on the stock exchange, Venture has experienced the peaks and troughs of industry cycles and multiple crises. Presently, it is facing another market downturn. However, its track record suggests that on the balance of probabilities, Venture should be able to recover. With extensive experience navigating challenging situations, a sturdy balance sheet to buffer against downturns and innovative R&D capabilities, the company is poised to enter its next chapter, marked by the two megatrends of AI and sustainability.

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