Taiwan Union Technology — Q4 2025 Earnings Presentation

7 slides from Taiwan Union Technology's earnings presentation, Mar 11, 2026

Slide 2: Statements of Comprehensive Income
Statements of Comprehensive Income 4Q25 4Q25 Over Over (In NT$ millions unless otherwise noted) 4Q25 3Q25 4Q24 3Q25 4Q24 Net Revenue 9,125 8,063 6,310 13.2% 44.6% Gross Margin 22.1% 23.8% 23.2% -1.7 ppts -1.1 ppts Operating Expenses 725 649 531 11.6% 36.4% Operating Margin 14.1% 15.7% 14.8% -1.6 ppt
Slide 3: 4Q25 CCL Revenue by Technology
4Q25 CCL Revenue by Technology Revenue (%) 80% 60% 32% Others, 10% 31% 40% 31% 31% ELL & SLL, 36% 25% HDI & N-LL, 21% 20% 32% 36% 22% 10% 14% 0% 2021 2022 2023 2024 2025 VLL & LL, 34% ELL & SLL VLL & LL Revenue (%) 80% 60% 33% 28% 32% 32% 34% 32% 30% 34% 40% 20% 35% 34% 33% 36% 38% 36% 24% 30% 0% 1Q
Slide 4: 2025 CCL Revenue by Technology
2025 CCL Revenue by Technology Growth rate by Technology (YoY) 49% 49% Others, 8% HDI & N-LL, 24% ELL & SLL, 36% 35% VLL & LL, 32% 3% ELL & SLL VLL & LL HDI & N-LL Others
Slide 5: Balance Sheets & Key Indices
Balance Sheets & Key Indices • Total outstanding shares were 280,945 thousand units at 12/31/25 • Asset productivity = Annualized net revenue / Average net PP&E
Slide 6: Cash Flows
Cash Flows * Free cash flow = Cash from operating activities –Capital expenditures