Thinking Electronic Industrial Co., Ltd. · TWSE:2428
Thinking Electronic Industrial — Q2 2022 Earnings Presentation
19 slides from Thinking Electronic Industrial's earnings presentation, Sep 26, 2022
Slide 1: Legal Person Briefing Session 2022 Q2
THINKING ELECTRONIC INDUSTRIAL CO., LTD. LEGAL PERSON BRIEFING SESSION 2022 Q2 2022/9/26
Slide 2: Disclaimer
Disclaimer This presentation is prepared according to information available at the time the presentation was made. Financial or other related information may contain forward-looking statements about the company and its subsidiaries. The information is subject to significant risks and uncertainties,
Slide 3: Milestone
Milestone THINKING ELECTRONICS 3
Slide 4: Factories of THINKING
Factories of THINKING Yichang Factory Changzhou Factory Yilan Factory Kaohsiung 1st Factory Major Product Major Product Major Product Major Product JiangXi Factory Kaohsiung 2nd Factory Dongguan Factory Front-End Major Product Major Product THINKING ELECTRONICS 4
Slide 5: THINKING Products
THINKING Products Over-Temperature Protection NTC Thermistor PTC Thermistor Temperature Sensor Over-Current Protection NTC ICL PTC Thermistor Polymer PTC Thermistor Over-Voltage Protection General Primary ESD Spark Gap Thyristor Surge Protection Protection Protection TVS Diode Protector Suppressor T
Slide 6: Major Markets
Major Markets Information and Automotive and Industrial Communication Technology Telecom Power Supply 43% Automotive (10%) Industrial Medical and Others Consumer Electronics Computer Other Home Appliances and Lighting 18% Medical applications Home Appliances Lighting Distributor THINKING ELECTRONICS
Slide 7: Core Technology
Core Technology SMD type product ● ● Laminating & stacking Lead type product ● ● Printing ● Sintering Sensor assembly ● ● Surface finishing Material design ● ● Packaging Material processing ● ● Measurement ● Automation THINKING ELECTRONICS 7
Slide 8: Commitment to R&D
Commitment to R&D Focused R&D to capitalize on opportunity in growing markets such as 5G, EV, Medical, Industrial Unit: Million NTD Annual R&D 300 4.5% 4.0% 250 3.5% 200 3.0% 2.5% 150 2.0% 100 1.5% 1.0% 50 0.5% 0 0.0% 2016 2017 2018 2019 2020 2021 R&D % of sales THINKING ELECTRONICS 8
Slide 9: Technical Support
Technical Support THINKING AE team provides comprehensive technical support. Technical Consultation: Discussion of technical problems with customers Product Selection Suggestion: Selecting products in accordance with customer’s needs Circuit Design Assistance: Discussion of circuit design for proble
Slide 10: Operation Overview: Revenue and EPS of Recent Years
Operation Overview: Revenue and EPS of Recent Years Revenue-2Q (Unit：million NTD) 12.31 Revenue-Year (Unit：million NTD) EPS-2Q (Unit：NTD) 10.81 EPS-Year (Unit：NTD) 8.47 8.71 7.67 7,500 5,827 6,020 5,814 5,920 6.57 4.6 4.2 3.91 3.16 3,719 3,700 2017Y 2018Y 2019Y 2020Y 2021 2022Q2 THINKING ELECTRONICS
Slide 11: Operation Overview: Yearly Consolidated Income Statement
Operation Overview: Yearly Consolidated Income Statement Unit: Million NTD Item Net sales 1,900 1,800 1,960 5.6% -3.1% Gross profit margin 37.6 39.3 45.3 -1.7% -7.7% Operating expenses 312 282 261 10.6% 19.5% Operating expenses ratio 16.4 15.7 13.3 0.8% 3.1% Non-operating income and expenses 144 96
Slide 12: Revenue & Gross Margin
Revenue & Gross Margin THINKING ELECTRONICS 12
Slide 13: Opt. Profits & Margin
Opt. Profits & Margin THINKING ELECTRONICS 13
Slide 14: Opt. Profits & Expenses
Opt. Profits & Expenses THINKING ELECTRONICS 14
Slide 15: Operation Overview: Consolidated Balance Sheets
Operation Overview: Consolidated Balance Sheets Unit: Million NTD 項目 2022.6.30 2022.3.31 2021.6.30 QoQ YoY Cash and cash equivalents 3,317 24% 2,870 2,443 15.6% 35.8% Accounts receivable 2,229 16% 2,226 2,554 0.1% -12.7% Inventories 2,067 15% 2,039 1,579 1.4% 30.9% Current assets 9,363 69% 8,767 8,8
Slide 16: Operation Overview: Analysis of Financial Ratios
Operation Overview: Analysis of Financial Ratios 項目 Debt Ratio 38.40% 31.13% 32.90% 7.27% 5.50% Current Ratio 342.46% 504.73% 397.41% -162.27% -54.95% Account Turnover ratio (times) 3.33 3.24 2.98 0.09 0.35 receivable Average collection days 110 113 122 -3 -13 Turnover ratio (times) 2.27 2.19 2.89 0
Slide 17: Vision: Contribution to Human Life
Vision Contribution to Human Life in Automotive Telecom Industrial Medical THINKING ELECTRONICS 17
Slide 18: Q&A Mission Statement
Q&A Mission Statement: Contribute to safety and operation efficiency of electronics T Think K Keen S Service THINKING ELECTRONICS 18
Slide 19: THINKING
5 THINKING Contribute to safety and operation efficiency of electronics THINKING ELECTRONICS
Thinking Electronic Industrial — Q2 2022 Earnings Presentation on 6ix