14 slides from Aerospace Industrial Development's earnings presentation, Jun 24, 2025
Slide 1: AIDC Investor Conference (2634)
AIDC Investor Conference (2634) Aerospace Industrial Development Corporation June 24, 2025
Slide 2: Disclaimer
Disclaimer 1. This presentation may contain predictions, estimates or other information that might be considered forward-looking which are subject to significant risks and uncertainties. Actual results may differ and will be disclosed via the “Market Observation Post System.” 2. Some of the photos s
Slide 3: Outline
1. Aviation Market Outlook Outline 2. Operational Focus 3. Financial Performance 4. Endeavors & Prospects 2
Slide 4: Aviation Market Outlook: Global air passenger market continues to grow
Aviation Market Outlook Global air passenger market continues to grow The International Air Transport Association (IATA)'s April 2025 global air passenger market analysis report states that the market will continue to grow in 2025, with the international market being the main growth driver. Global R
Slide 5: Aviation Market Outlook: Airbus Global Market Forecast
Aviation Market Outlook Global Civil Aviation Market Outlook 1. Commercial aircraft： Airbus Global Market Forecast (2025-2044): New Deliveries Demand in Asia will grow fastest, 43,420 especially in China and India. (>42,430 projected in 2024) The travel demand is solid. The impact of tariffs or geop
Slide 6: Aviation Market Outlook: Boeing Commercial Market Outlook
Aviation Market Outlook Global Civil Aviation Market Outlook 1. Commercial aircraft： Boeing Commercial Market Outlook (2025-2044): New Deliveries Emerging markets have great growth 43,600 momentum, especially Asia Pacific, Latin America and the Middle East. (<43,975 projected in 2024) Passenger traf
Slide 7: Aviation Market Outlook: Business Jet and Aero Engine
Aviation Market Outlook Global Civil Aviation Market Outlook 2. Business Jet: 3. Aero Engine: Honeywell Forecast: Forecast International: (2025-2034) (2025-2034) New Deliveries New Deliveries 8,500 159,671 Market Value Market Value US$ 280 Billion US$ 1.04 Trillion Source： Honeywell Press & Media、Fo
Slide 8: Trends of Global Aerospace Industry
Aviation Market Outlook Trends of Global Aerospace Industry The theme of the 2025 Paris Air Show is “innovations that redefine the future of the industry", focusing on advanced and sustainable technologies, artificial intelligence, future air traffic, space, defense, etc. Advanced & AI Space Defense
Slide 9: Long-term contract signed with Kawasaki Heavy Industries
Operational Focus Long-term contract signed with Kawasaki Heavy Industries for engine components 1. The Paris Air Show was held from June 16 to 22 this year. AIDC’s team, led by President Ma Wan-June, attended the exhibition. On the first day of the show, AIDC signed a three-year long-term contract
Slide 10: New business worth more than NT$10 billions adds momentum
Operational Focus New business worth more than NT$10 billions adds momentum for future growth 1. National defense business: obtained open- ended procurement of IDF engine afterburner parts worth about NT$ 5.03 billion. TFE-1042 2. Commercial business: including the engine Trent XWB-97K components co
Slide 11: Credit rating maintains; operation continues stably
Operational Focus Credit rating maintains; operation continues stably 1. Taiwan Ratings released AIDC's 2025 credit rating results on May 22, with the long-term/short-term ratings maintained at "twAA/twA-1+" and the outlook maintained at "stable", providing strong support for the Company's financing
Slide 12: Q1 2025 Income Statement
Financial Performance Q1 2025 Income Statement In Q1 2025, revenue and profit declined year-over-year due to overdue penalties from the AJT project, the conclusion of major projects of Tech Service, and delays in the planned energy project bidding. ITEM 2024Q1 2025Q1 Q1 2025 (100 Million NTD) Amount
Slide 13: Endeavors & Prospects: Driving transformation towards sustainability
Endeavors & Prospects Driving transformation towards sustainability AIDC will follow the innovation trends of the global aerospace industry, in line with the government's policies on developing the military industry and energy transformation, actively expand the core business, explore new blue ocean
Slide 14: Q&A
Q&A Aerospace Industrial Development Corporation