De Licacy Industrial Co., Ltd. · TWSE:1464
De Licacy Industrial — Investor Presentation (June 2026)
23 slides from De Licacy Industrial's investor presentation, Jun 23, 2026
Slide 1: Investor Update
Investor Update Jun 23, 2026 http://www.delicacy.com.tw
Slide 2: Disclaimer
Disclaimer • The information contained in this presentation, including all forward-looking information, is subject to change without notice, whether as a result of new information, future events or otherwise, and De Licacy Co., Ltd. (the “Company”) undertakes no obligation to update or revise the in
Slide 3: Outline
• About De Licacy OUTLINE • Products • Financial Performance • Relocation Compensation • Partnership
Slide 4: About De Licacy
• ABOUT DE LICACY • Products • Financial Performance • Relocation Compensation • Partnership
Slide 5: History
HISTORY Established Established factory joined the bluesign® office in Taipei in Hangzhou SYSTEM 198 198 199 199 199 201 2 7 7 8 9 2 Taiwan De Licacy Shares were Coating & Lamination was founded in traded in Taiwan extra finishing factory summer Stock Market in was established January
Slide 6: History
HISTORY Acquired future tycoon Passed ISO 14001 Golden Trade Award Corporate Groups Established Apex (Anqing) Environmental Management for Best Trade TEXTILE CO.,LTD System Verification Contribution Award Established APEX (ANHUI) New Material Co., Ltd. 201 201 202 202 202 202 202 7 8 1 2 3 5 6 Recei
Slide 7: Location
LOCATION Factory Anhui, CHINA Sales Office Factory Factory Factory Factory Taipei, Tainan, Jiangsu, Ho Chi Minh City, Dong Nai Province, TAIWAN TAIWAN CHINA VIETNAM VIETNAM
Slide 8: Location
LOCATION Garment R&D Garment R&D Sales Office Center Tainan Center W&D Taipei, Tainan, Kaohsiung, TAIWAN TAIWAN TAIWAN Garment Factory Lucky VN Binh Phuoc Prov., Garment Factory Garment Factory Garment Factory Garment Factory Lucky W&D Li Qiang SHANHUA VIETNAM Kandal Phnom Penh Kampong Cham Kampong
Slide 9: Capacity Adjustment
CAPACITY ADJUSTMENT P/D 2,100,000 Tainan yard/month Factory P/D Y/D 5,200,000 1,200,000 Vietnam yard/month yard/month De Licacy P/D 2,500,000 Nantong yard/month Factory
Slide 10: Capacity Adjustment
CAPACITY ADJUSTMENT 170,000 100,000 pieces/month pieces/month Factory Lucky VN Factory W&D Cambodia 120,000 178,000 pieces/month pieces/month Factory GTA Cambodia Factory Li Qiang Cambodia 150,000 pieces/month Factory SHANHUA Cambodia
Slide 11: Products
• About De Licacy • PRODUCTS • Financial Performance • Relocation Compensation • Partnership
Slide 12: Thermoplastic Polyester Elastomer + AERO-TECH
Thermoplastic Polyester Elastomer + AERO-TECH TPEE is a recyclable alternative to conventional stretch fibers, enabling mono-material polyester fabrics for easier recycling. With low heat-set requirements, excellent stretch recovery, softness, and improved colorfastness, it is paired with AERO-TECH
Slide 13: Financial Performance
• About De Licacy • Products • Financial Performance • Relocation Compensation • Partnership
Slide 14: Profitability
Profitability Total Revenue (NT$B) Net Profit Margin (%) 122.8 119.9 125.7 Chart Title 104.8 4.30% 4.15% 98.3 3.31% 85.9 1.87% 1.18% 29.9 0.44% 2020 2021 2022 2023 2024 2025 2026 Q1 -2.40% 2020 2021 2022 2023 2024 2025 2026 Q1
Slide 15: Consolidated P&L
Consolidated P&L Net Revenue 2,988 3,464 -13.7% Gross Margin 21% 22% -1.0% Operating Expenses 519 567 -8.5% Operating Margin 3% 5% -2.0% Non-Operating Items 60 137 -56.2% the Parent Companys of 129 213 -39.4% Net Profit Margin 4% 6% -2.0% EPS (NT Dollar) 0.30 0.50 -0.20
Slide 16: Consolidated Balance Sheets
Consolidated Balance Sheets
Slide 17: Relocation Compensation
• About De Licacy • Products • Financial Performance • Relocation Compensation • Partnership
Slide 18: Relocation Compensation
ee Relocation Compensation Hangzhou Zhejiang(APEX) Unit = RMB ¥ 10,000 Agreement Dec 17 , 2021 Nov 22 , 2021 Total first installment rs ses men 12,509.0400 2,262.0875 14,771.1275 |Received Second installment 15,010.8480 2,714.5050 17,725.3530 |Received Third installment a a men 22,516.2720 4,071.757
Slide 19: Partnership
• About De Licacy • Products • Financial Performance • Relocation Compensation • Partnership
Slide 20: Suppliers (Fabric)
SUPPLIERS (Fabric) DUPONT” Jom e TENCEL 6 SOrona OY suppiex SM scotchiite” © Médal & (C | conoura | THERMOL|TE COOLMAX OTactel
Slide 21: Our Customers (Fabric)
OUR CUSTOMERS (Fabric) ee EXT) = adidas arcterx Pasics. BOSS Rak By —_ Columbia DICKS Poca arab )) nt etki Bou > CIDER EXPRESS finisterre 08 Jack GYMSHARK 7 Dee ~ t Woifskin ms vuor Ge Levi's | tulutemon (J) athletica JCPenne LACOSTE alo y Lafuma# <r yi - . MOUN ‘eo IN ® fivz.na YOgo MOUNTAIN & MONT
Slide 22: Our Customers (Garment)
OUR CUSTOMERS (Garment) 5.114 ck G a oneLE =ILA Calvin Klein DaDAKINe& FIRST@® GiorDANo Jf, TRAVELER aramarkyr carhartt SBI a Hulk x= auer CIS , ___ VERRSE IE ° @BODY CLOVE dope oY YONEX Ben Storman ridestare SPYDER 6 YONEX | on BEYOND. ciNtAs. SWICMM M&S SROCKY. READY FOR THE WORKDAY" EST. 1884
Slide 23: Thank You!
THANK YOU! DE LICACY
De Licacy Industrial — Investor Presentation (June 2026) on 6ix