Froch Enterprise Co., Ltd. · TWSE:2030
Froch Enterprise — 2023 Institutional Investors Conference
24 slides from Froch Enterprise's conference presentation, 2023
Slide 1: Institutional Investors Conference
2 0 2 3 FROCH ENTERPRISE CO., LTD. Institutional Investors Conference Kuei-Ling Liao- Acting spokesperson
Slide 2: Disclaimer
Disclaimer • The predictive information provided in this presentation, including operation prospects, financial situations, and business predictions, is integrated from internal data and external economic development situations. • The information in this presentation represents FROCH’s knowledge of
Slide 3: Table of contents
Table of contents 1 2 3 4 COMPANY OPERATION COMPETITIVE Q&A PROFILE AL BRIEFING ADVANTAGE
Slide 4: Company Profile
COMPANY PROFILE TAIWAN PLANT Land Size：210,213㎡ Individual/Consolidated 1 Sales Revenue Percentage: 73.7% (2022 H1) CHINA PLANT Land Size：250,583 ㎡ Individual/Consolidated Sales Revenue Percentage: 26.3% (2022 H1)
Slide 5: Source of Material
SOURCE OF MATERIAL： CHINA PLANT: MATERIAL 100% DOMESTIC TAIWAN PLANT: 66% DOMESTIC 34% IMPORTED
Slide 6: Industrial Pipes
e : INDUSTRIAL © PIPES i:
Slide 7: Mechanical Tubes
© : MECHANICAL TUBES
Slide 8: Industry Properties
Steel Making Slab Hot Rolled / Cold Rolled INDUSTRY Froch Enterprise Co., Ltd. Froch Enterprise Co., Ltd. PROPERTIES Construction Kitchenware Pulp and Paper Petrochemical Material Foods Sewage and Transportation Semiconductor and Beverages Water Treatment Medical Machinery / Electronics Electrical E
Slide 9: Industrial Pipes Applications
INDUSTRIAL PIPES A P P L I C AT I O N S Pulp and Paper Petrochemical Semiconductor
Slide 10: Mechanical Tubes Applications
MECHANICAL TUBES A P P L I C AT I O N S Hand Escalators Fencing Railing
Slide 11: Stainless Steel Sheets Applications
S TA I N L E S S STEEL SHEETS A P P L I C AT I ONS Building's Curtain Walls Elevators Satinless Steel sanitation Tanks
Slide 12: Operational Briefing
OPERATIONAL BRIEFING • PRODUCT MIX SALES PERCENTAGE • SALES REGIONS PERCENTAGE • STAINLESS STEEL TUBES AND PIPES • STAINLESS STEEL TUBES AND PIPES 2 • CONSOLIDATED FINANCIAL NUMBERS • CONSOLIDATED SALES AND PROFITS • NICKEL PRICES CURVE
Slide 13: Operational Briefing: Product Mix Sales Percentage
O P E R AT I O N A L BRIEFING PRODUCT MIX SALES PERCENTAGE Consolidated Tubes and Sheets and Product Pipes Coils Turnover (in NT$ million) 2020 80.4% 19.6% 10,560 2021 76.0% 24.0% 15,240 2022 79.0% 21.0% 16,250 2023Q1 81.0% 19.0% 3,230
Slide 14: Operational Briefing: 2022 Sales Regions Percentage
O P E R AT I O N A L BRIEFING 2022 SALES REGIONS PERCENTAGE Domestic 37.4% Export 38.0% China 24.6% Domestic China Export +2.0% +0.2% -2.0
Slide 15: Market Share of Domestic Sales of Stainless Steel Pipes
O P E R AT I O N A L BRIEFING STAINLESS STEEL TUBES AND PIPES Market Share of Domestic Sales of Stainless Steel Pipes in Taiwan 2020 2022 30.7% 29.8% 2019 2021 26.6% 30.4%
Slide 16: Market Share of Stainless Steel Pipes Export
O P E R AT I O N A L BRIEFING STAINLESS STEEL TUBES AND PIPES Market Share of Satinless Steel Pipes Export from Taiwan 2020 2022 35.4% 36.0% 2019 2021 34.7% 32.6%
Slide 17: Consolidated Financial Numbers – Last 3 Years
O P E R AT I O N A L BRIEFING CONSOLIDATED FINANCIAL NUMBERS – LAST 3 YEARS NT$ million YEAR 2020 2021 2022 2023Q1 ITEMS Sales 10,560 15,240 02 16,250 32.3 Gross Margin 930 2,820 2,180 3.8 Operating Profit 230 03 1,730 1,160 2.2 EPS NTD$0.38 NTD$4.29 NTD$2.64 NTD$0.53
Slide 18: Consolidated Sales and Profits
O P E R AT I O N A L B R I E F I N G CONSOLIDATED SALES AND PROFITS 2022 and 2023 H1 89.15 90 73.35 60 32.30 30 2.54 0.10 0.53 0 2022Q1~Q2 2022Q3~Q4 2023Q1 Revenue(NTS million) EPS:NTS dollar
Slide 19: Nickel Prices Curve
O P E R AT I O N A L BRIEFING Nickel Prices curve
Slide 20: Competitive Advantage
COMPETITIVE ADVANTAGE • Satisfy Customers’ One-stop Shopping Needs • Advanced Technology among 3 Competitors • Comprehensive Sales Networks
Slide 21: Comprehensive Product Range
COMPETITIVE A D VA N TA G E Comprehensive Product Range – Satisfy Customers’ One-stop Shopping Needs 02 03
Slide 22: Quality Certifications
COMPETITIVE A D VA N TA G E Q U A L I T Y C E R T I F I C AT I O N S Advanced Technology among Competitors • 1993：Froch was accredited with ISO-9001 by Lloyd’s Register Quality Assurance. • 1996：Froch was accredited with ISO-9001 by Bureau of Standards, Metrology, and Inspections, Ministry of Econom
Slide 23: Comprehensive Sales Networks
COMPETITIVE A D VA N TA G E Comprehensive Sales Networks Thousands of customers domestically 02 Sales to more than 100 countries globally 03
Slide 24: Thank you! Q&A
Thank you!！ NEXT Q&A
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