Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Forum by SinoPac Securities (June 2026)

15 slides from Pan Jit International's conference presentation, Jun 12, 2026

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2026 PANJIT International Inc. All rights reserved.

  2. Slide 2: Jun. 2026 agenda

    Jun. 2026 ◼ About PANJIT ◼ 2026 Q1 Financial result ◼ Automotive 2 Copyright© 2026 PANJIT International Inc. All rights reserved.

  3. Slide 3: PANJIT Overview

    PANJIT Overview IDM Design Capability NT$ 13.1 Billion Y2025 Revenue PANJIT semiconductor has been providing its comprehensive range of discrete products to global community for over 40 years. With continuous investment in packaging miniaturization, wafer 5 Worldwide Ranking capacity expansion, R&D

  4. Slide 4: Group

    PANJIT International Inc. 2025 Revenue: NT$ 13.1Billion (2481.TW) Product: IC, MOSFET, SiC, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2025 Revenue

  5. Slide 5: 2026 Q1 Consolidated Income Statement

    2026 Q1 Consolidated Income Statement Unit: M' NTD 2026 Q1 2025 Q4 QoQ 2025 Q1 YoY Revenue 3,421.2 3,352.5 2.0% 3,071.7 11.4% Gross Profit 1,120.0 1,095.4 2.2% 931.5 20.2% Gross Margin 32.7% 32.7% 0 ppts 30.3% 2.4ppts Sales Exp. 198.7 231.8 -14.3% 176.0 12.9% Admin. Exp. 330.9 348.3 -5.0% 275.8 19.9

  6. Slide 6: Income Statement Key Indices

    Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 3,500 3,421.2 40% 3,352.5 32.7% 32.7% 3,071.7 30.3% 3,000 30% 2,500 20% 1Q25 4Q25 1Q26 1Q25 4Q25 1Q26 Revenue Gross Margin Operating Profit Margin Net Profit Margin 15% 15% 12.2% 10% 7.8% 10.2% 7.5% 6.5% 10% 9.0% 5% 0% 5% 1Q25 4Q25 1Q2

  7. Slide 7: Balance Sheet & Key Indices

    Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2026 Q1 2025 Q4 2025 Q1 Amount ％ Amount ％ Amount ％ Cash and Cash equivalents 2,063 6.7% 2,129 7.2% 2,298 7.8% Receivables 4,455 14.6% 4,245 14.4% 4,358 14.7% Inventories 2,792 9.1% 2,549 8.6% 2,713 9.2% Investments Accounte

  8. Slide 8: Balance Sheet Key Indices

    Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 752 700 9.2% 9.1% 10% 8.6% (183) 18 5% 1Q25 4Q25 1Q26 (300) 1Q25 4Q25 1Q26 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 130 120 114 120 116

  9. Slide 9: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance China Shandong Germany China Munich Xuzhou China South Korea Wuxi / Suzhou Yongin China Shenzhen/ Hong Kong Japan Tokyo Japan U.S.A India Kyoto Phoenix Bangalore Taiwan Pune Taipei Hyderabad Taiwan Hsinchu Taiwan Taiwan Headquarters Kaohsiung Pynmax Kaohsiung Phil

  10. Slide 10: Market Segment

    Market Segment By Market Segment Application Field Communication 4% Q1’26 Power Supply* 11% Automotive 35% Industrial & Green Energy* Automotive Industrial & 13% Lighting, Infotainment, Green Energy* Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Computing

  11. Slide 11: Revenue by Product

    Revenue by Product By Product By Product Q1’ 26 BJT SiC Q1’ 25 BJT SiC ESD Diode 3% 1% ESD Diode 4% 1% 5% 7% Switching 6% Switching 6% Zener 6% MOSFET MOSFET 32% Zener 32% 6% TVS 9% TVS 9% Rectifier Schottky Schottky 13% 25% Rectifier 23% 12% 11 Copyright© 2026 PANJIT International Inc. All rights r

  12. Slide 12: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment Q1’ 26 Q1’ 25 Communication Communication Power Supply* 4% Power Supply 3% 11% 13% Automotive Automotive 32% 35% Industrial & Green Energy* 13% Computing 15% Computing* 18% Industrial & Green Energy Consumer Consumer 16% 21% 19% 12 Copyri

  13. Slide 13: Automotive

    Automotive 13 Copyright© 2026 PANJIT International Inc. All rights reserved.

  14. Slide 14: Automotive Business Y2026 Q1

    Automotive Business Y2026 Q1 Product Offering AEC-Q101 parts business trend 2K+ Parts Shipment 5.81B Pcs. in 2025 Worldwide 20+ Countries YoY: 43% Serving over 300+ customers across the globe Y 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 Y 2026, Q1 14

  15. Slide 15: Your Component, Our Profession

    YOUR COMPONENT OUR PROFESSION

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