Walsin Lihwa Corporation · TWSE:1605

Walsin Lihwa — Q4 2017 Earnings Presentation

11 slides from Walsin Lihwa's earnings presentation, Aug 29, 2017

1. Slide 1: Walsin Lihwa Corporation 2017/Q4 Investor Conference

   Walsin Lihwa Corporation 2017/Q4 Investor Conference 1

2. Slide 2: Disclaimer

   Disclaimer  Walsin’s statements of its current expectations are forward looking statements subject to significant risks and uncertainties and actual results may differ materially from these forward-looking statements.  Except as required by law, Walsin undertakes no obligation to update any forwar

3. Slide 3: Agenda

   Agenda  2017 profit P4  Wire and cable segment P5  Stainless steel segment P6 ~ P7  Commercial real estate segment P8  Appendix  Segment definition and update for 2017Q2 P10 ~ P11 investor conference presentation 3

4. Slide 4: 2017 profit

   2017 profit (1) NTD’M 2015 2016 2017  Stable profits for manufacturing Net income EPS (NTD) 1,602 0.45 4,568 1.33 6,560 1.97 segment as the market gradually EBITDA 5,120 8,332 11,699 recovers EBITDA-Manufacturing segment 6,398 7,950 8,331  Commercial real estate segment + investments NTD'M Net inc

5. Slide 5: Wire and cable segment

   Wire and cable segment  Wire and cable segment is operating Unit: NTD millions Unit: KMT close to its full capacity with stable sales 400 160 and profit. 350 140  Power cable 300 120 Net  Demand of domestic construction 250 100 income industry decreases, aiming to 200 80 Sales enhance customer se

6. Slide 6: Stainless steel segment – Taiwan

   Stainless steel segment – Taiwan  Sales volume gradually increased thanks to Unit: NTD millions Unit: KMT Taichung factory, however, net income in 600 250 Q2 decreased due to a sharp drop in 500 200 Chromium price. Sales and profits became Net stable in second half of 2017. 400 income 150  Elimina

7. Slide 7: Stainless steel segment – Mainland China

   Stainless steel segment – Mainland China KMT Sales volume  Demand and supply of the market became 250 gradually stable due to Mainland’s policy 200 on cutting excess industrial capacity and encouraging environmental friendly 150 production. Yantai turned into profit in 100 2017  Enhance operating

8. Slide 8: Commercial real estate Segment

   Commercial real estate Segment  The rental rate of Taipei Xinyi Headquarter is close to 100%, bringing steady rental income annually.  Construction of the residential buildings, Jing Yuan, in Plot D of Nanjing Walsin Centro is completed in 2017: Area Selling price Status Remarks (K m2) (RMB billio

9. Slide 9: Appendix

   Appendix - Segment definition - update for 2017Q2 investor conference presentation 9

10. Slide 10: Segment definition

    Segment definition  Stainless Steel segment: Yansheui Factory, Taichung Factory, Yantai Walsin, Jiangyin Walsin Specialty Alloy, Jiangyin Walsin Steel Cable, Shanghai Baihe Walsin and Changshu Walsin.  Wire & Cable segment: Xingzhuang Factory, Yangmei Factory, Nanjing Walsin Metal, Dongguan Walsin

11. Slide 11: Update for 2017Q2 investor conference presentation

    Update for 2017Q2 investor conference presentation  P4. Update on annual net income by  P5. Update on quarterly net income by segment segment NTD'M Net income by segment Stainless NTD'M Net income by segment Stainless Steel 5,000 steel 700 4,000 600 Wire & Cable Wire & 3,000 500 cable 2,000 400 Co

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