Slide 1: Catcher Technology 2026 Q1 Earnings Results
Catcher Technology 2026 Q1 Earnings Results 2026/05 CATCHER confidential
Slide 2: Disclaimer
Disclaimer • This presentation contains “forward-looking statements”- that is, statements related to future, not past, events. In this context, forward-looking statements often address our expected future business and financial performance, and often contain words such as “expects” , “anticipates”,
Slide 3: 1Q26 Financial Summary
1Q26 Financial Summary • Revenue reached NT$ 3.774bn, -13.5% q-q and -13.2% y-y, primarily attributable to to component shortage, which resulted in weaker-than-expected shipment and partially offset contribution from the medtech business. • Gross margin was 28.8%, -4.2pp q-q and -6.2pp y-y, dragged
Slide 4: 1Q26 vs. 4Q25 Profit & Loss
1Q26 vs. 4Q25 Profit & Loss 1Q26 4Q25 (In NTD mn) Amount % Amount % qoq Revenue 3,774 100.0% 4,363 100.0% -13.5% Gross Profit 1,087 28.8% 1,440 33.0% -24.5% Opt. Expense 844 22.4% 842 19.3% 0.1% Opt. Profit 243 6.5% 597 13.7% -59.2% Non-Opt. Income 1,608 42.6% 2,423 55.5% -33.6% Net Profit Before Ta
Slide 5: 1Q26 vs. 1Q25 Profit & Loss
1Q26 vs. 1Q25 Profit & Loss 1Q26 1Q25 (In NTD mn) Amount % Amount % yoy Revenue 3,774 100.0% 4,350 100.0% -13.2% Gross Profit 1,087 28.8% 1,524 35.0% -28.7% Opt. Expense 844 22.4% 696 16.0% 21.3% Opt. Profit 243 6.5% 828 19.0% -70.6% Non-Opt. Income 1,608 42.6% 3,165 72.7% -49.2% Net Profit Before T
Slide 6: Transformation
Transformation CATCHER confidential
Slide 7: Long-term Growth vs. Shareholders Return
Long-term Growth vs. Shareholders Return Core business – leading total-solution provider of structured parts in the consumer electronics segment • Strengthening global layout of production capacity • Continuously investing in R&D to maintain market leadership Long-term Growth Diversification – expan
Slide 8: Cash Deployment
Cash Deployment Business ITC Medtech Semiconductor Aerospace Minimally invasive surgery devices; High-value implants Critical/non-critical Laptop casing; Precision components Major products (ortho, spine, neuro, components for Metal structured parts for engines & drones cardio); Polymeric and front-
Slide 9: Transformation and Diversification
Transformation and Diversification Medtech Supply-chain Semiconductor Aerospace Restructuring Minimally invasive surgical Front-end equipment Aircraft and drone devices, orthopedic Overseas expansion machining components components implants • Acquired land in Thailand’s Strategic transformation I St
Slide 10: Appendix
Appendix CATCHER confidential
Slide 11: Consolidated Balance Sheet
Consolidated Balance Sheet (In NTD mn) 1Q26 4Q25 1Q25 Total Assets 225,538 100% 228,018 100% 236,197 100% Cash 16,183 7% 43,748 19% 30,367 13% Current Assets 111,491 49% 114,372 50% 115,175 49% Fixed Assets 14,275 6% 14,187 6% 14,820 6% Total Liabilities 82,981 37% 81,822 36% 65,480 28% Current Liab
Slide 12: Consolidated Cash Flow
Consolidated Cash Flow (In NTD mn) 1Q26 1Q25 Beginning Balance 43,748 50,364 Cash from operating activities -262 752 Depreciation & amortization 410 422 Cash from investing activities -22,052 -11,806 Capital expenditure -230 -153 Cash from financing activities -5,957 -9,370 Short-term & long-term lo
Slide 13: Revenue & Gross Margin
Revenue & Gross Margin 16,000 Revenue (NT$ mn) 37% 35.4% 14,000 34.5% 35.0% 35% 34.1% 34.1% 34.0% 33.1% 32.9% 33.0% 12,000 33% 32.1% 32.1% 31.8% 10,000 31% 30.5% 8,000 29.6% 29% 28.6% 28.8% 28.4% 6,000 27.9% 27% 24.7% 4,000 25% 23.8% 2,000 23% 22.9% 0 21% 1Q23 2Q25 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22
Slide 14: Opt Profit & Opt Margin
Opt Profit & Opt Margin 3,000 30% Opt. Profit (NT$ mn) Opt. Margin 2,500 23.1% 25% 22.2% 23.4% 22.0% 20.4% 20.4% 19.8% 2,000 19.0% 20% 20.4% 19.0% 18.5% 17.8% 1,500 15% 15.2% 15.1% 13.7% 1,000 11.5% 10% 7.9% 6.5% 500 5% 5.1% 1.6% 0 -0.4% 0% 2Q21 3Q25 1Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23
Slide 15: Revenue Trend (2001 – 2025)
Revenue Trend (2001 – 2025) 120 Revenue (NT$ bn) 100 95.42 93.30 91.63 82.41 82.51 79.11 80 60 55.28 43.25 41.09 37.03 40 35.91 27.82 19.05 21.85 18.66 18.09 16.99 18.08 20 18.07 15.14 9.59 5.01 1.011.85 3.42 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Slide 16: EPS Trend (2001 – 2025)
EPS Trend (2001 – 2025) 40 EPS (NT$) 36.31 35 32.61 28.58 30 28.35 27.65 25 23.52 19.40 20 18.38 15.68 14.93 14.63 15.14 13.93 14.4 15 13.29 13.33 11.31 11.33 9.25 10 7.25 6.66 6.34 5.01 5 2.44 2.40 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Slide 17: Dividend Policy
Dividend Policy • Catcher Technology continues to balance capital allocation and shareholder returns through dividend distributions and share repurchase programs. • The Company has maintained a stable dividend policy, distributing no less than NT$ 10 per share in cash dividends annually in 2015-2025
Slide 18: Share Buyback
Share Buyback • The share buyback program provides Catcher Technology with flexibility to cope with changing market conditions. • The Company has executed ten buybacks in 2020-2026, with a cumulative amount of over NT$ 40 billion – the highest among listed firms in Taiwan. • The shares purchased in
Slide 19: Corporate Profile
Corporate Profile CATCHER confidential
Slide 20: Milestones
Milestones Evolving from an aluminum alloy die-casting manufacturer into a leader in comprehensive structural component solutions 2020s Transformation Initiated 2010s Leading Manufacturer of Structural Components for 2000s Consumer Electronics • Divested the Suzhou and Taizhou 1990s facilities as pa
Slide 21: Global Layout
Global Layout • Catcher Technology’s primary manufacturing bases are located in Suqian, China, and Tainan, Taiwan. • Among major domestic component suppliers, the Company remains the only player that continues to maintain substantial production capacity in Taiwan. • In response to global supply chai
Slide 22: Core Competencies
Core Competencies Comprehensive Materials and Process Matrix Integrated end-to-end solutions across multiple materials, processes, and surface treatments Innovation Lab Supports the development of advanced products Smart • Materials Lab / Thermal Engineering Lab / Chemical Lab / Mechanical Manufactu
Slide 23: Comprehensive Materials & Process Matrix
Comprehensive Materials & Process Matrix Catcher Technology works closely with customers from the early design stage, leveraging its comprehensive expertise in materials, forming processes, precision machining, and surface treatment. This enables the Company to deliver high-quality products while ra
Slide 24: Smart Manufacturing (Traceability System)
Smart Manufacturing (Traceability System) End-to-end quality control from raw materials to finished products • Maintain a complete production history, including who performed the work, what was Materials produced, when and where it was manufactured, how it was processed, and the materials and equipm
Slide 25: Smart Manufacturing (Traceability System)(1)
Smart Manufacturing (Traceability System)(1) • Raw Materials: Lot number, process conditions, and incoming quality control (IQC) inspection data Traceability • Key Consumables: Cleaning agents, polishing materials, pigments, and other critical Scope consumables • Tooling & Fixtures: Usage history, d
Slide 26: Smart Manufacturing (Traceability System)(2)
Smart Manufacturing (Traceability System)(2) How Catcher leverages smart manufacturing systems Rapid Resolution of Quality Issues Excellent Quality Management Accelerated New Product Development • Enables full traceability down to • Enables work-in-process (WIP) • Leverages manufacturing process key
Slide 27: ESG Spotlights
ESG Spotlights In July 2025, Catcher was selected again as constituent stocks in the "Taiwan Sustainability Index" • Invested in the Clean Energy Fund to support the development of the green energy industry, with cumulative investments totaling nearly US$65 million. • Installed solar power systems a
Slide 28: Honors and Awards
Honors and Awards • Ranked top 3 by China Credit • Selected by Forbes as one of the 200 best companies • Ranked 1st among Top 10 Information Service Ltd.in terms of in Asia and one of the 200 steadily growing small and Benchmark Enterprises overall operational performance medium-sized enterprises in
Slide 29: Catcher Technology Investor Relations
Catcher Technology Innovative Leader in Casing Investor Relations Nora Hou Lily Kao nora.hou@catcher-group.com lily.kao@catcher-group.com +886-2-2701-5900 # 2811 +886-2-2701-5900 # 2812 IR@catcher-group.com http://www.catcher-group.com CATCHER confidential