Nankang Rubber Tire Corp., Ltd. · TWSE:2101
Nankang Rubber Tire — 2025 Investor Conference
48 slides from Nankang Rubber Tire's conference presentation, Dec 11, 2025
Slide 1: 2025 Investor Conference
Stock code: 2101 Nankang Rubber Tire Co., Ltd 2025 Investor Conference 2025.12.11
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements This presentation is based on information available to the Company at the time of preparation. Actual results may differ due to future uncertainties such as market conditions, price changes, economic factors, and other risks beyond the Company’s control. For
Slide 3: Meeting Procedures
Meeting Procedures Time: December 11, 2025 Meeting location: Online meeting Procedure Time Item Reporter Legal person to enter the meeting I 13：55～14：00 - link Chairman Company speech Mr. Guo Lin-liang II 14：00～14：10 Finance Department Explanation of operating results Guo Mei-hang Associate Director
Slide 4: Outline
Outline Company Operating Status • Company Profile • Explanation of operating results Operational Prospects ‧ Improvement Of Nankang's Competitiveness • Global situation and industry outlook • Nankang's advantages extended • Continuous improvement of competitiveness World Pearl Construction Project
Slide 5: Company Profile
IIN/ NANKANG &2: Company Profile
Slide 6: Company Profile
Company Profile The Company was founded on February 25, 1959 and went public in November 1963 Capital NT$ 7.339 billion Turnover Cumulative revenue in 2024 will be NT$152.24 billion Company 6th Floor, No. 136, Section 3, Renai Road, Daan address District, Taipei City Xinfeng Factory - No. 399, Xinxi
Slide 7: Xinfeng Factory
Xinfeng Factory 新豐已修 C:\Users\nkpers\Desktop\ .png ⚫ Founded in 1973, the factory is spacious and elegant. ⚫ The site covers 52,392 ping (approximately 173,190 m²) and is located near major national highway interchanges.. ⚫ In 2019, the fully automatic molding machine was officially launched, creati
Slide 8: Zhangjiagang Factory
Zhangjiagang Factory • It was approved and established on September 9, 1997. • Land area: 80,707 ping (approximately 266,330 m²) • The main products are radial sedan tires (12"~24" specifications), with a maximum daily production capacity of 19,000 tires. 7
Slide 9: Smart Green Energy Xinfeng Factory
Smart Green Energy Xinfeng Factory • At present, the Xinfeng Plant has completed the first and second phases of solar panel paving design, and the third phase is expected to be completed in January 2026. • Total paving area: 19,000 square meters (about 5,700 tsubo). • The average annual power genera
Slide 10: Explanation of operating results
Explanation of operating results Speaker: Finance Department Guo Mei-hang Associate
Slide 11: Consolidated Statement of Comprehensive Income – Tire Segment
Consolidated Statement of Comprehensive Income – Tire Segment 單位：新台幣仟元Unit：NT$1,000 Item Jan.-Sep. 2025 (Tires) Jan.-Sep. 2024 (tires) (Not) Benefit 金額 金額 金額 % % (Amount) (Amount) (Amount) 營業收入(Revenue) 6,695,339 100 6,940,043 100 (244,704) 營業成本(Cost of Revenue) (5,250,639) (78) (5,206,567) (75) (44
Slide 12: Consolidated Statement of Comprehensive Income – Tire and Construction Segments
Consolidated Statement of Comprehensive Income – Tire and Construction Segments 單位：新台幣仟元Unit：NT$1,000 Jan.-Sep. 2024 Jan.-Sep. 2024 Item Jan.-Sep. 2024 (tires) (Construction) Total 金額 金額 金額 % % % (Amount) (Amount) (Amount) 營業收入(Revenue) 6,940,043 100 6,206,870 100 13,146,913 100 營業成本Cost of Revenue)
Slide 13: Consolidated Revenue - Single Quarter (Tires)
Consolidated Revenue - Single Quarter (Tires) Consolidated Revenue - Single Quarter (Tires) 單位:新台幣仟元 Unit:NT$1,000 3,000,000 2,571,097 2,500,000 2,450,135 2,395,380 2,176,472 2,057,976 2,068,732 1,973,566 2,000,000 1,500,000 1,000,000 500,000 12 - 2024-Q1~Q1 2024-Q2~Q2 2024-Q3~Q3 2024-Q4-Q4 2025-Q1~
Slide 14: Consolidated Gross Margin - Single Quarter (Tires)
Consolidated Gross Margin - Single Quarter (Tires) Consolidated Gross Margin - Single Quarter (Tires) 30.00% 26.24% 25.62% 25.00% 24.01% 22.60% 20.44% 20.43% 19.94% 20.00% 15.00% 10.00% 5.00% 0.00% 13 2024-Q1~Q1 2024-Q2~Q2 2024-Q3~Q3 2024-Q4-Q4 2025-Q1~Q1 2025-Q2~Q2 2025-Q3~Q3
Slide 15: Operational Outlook and Competitive Strengthening
Operational Outlook and Competitive Strengthening Speaker： R&D Department Jiang Ming-dong Manager
Slide 16: Industry prospects - Car sales trends
Industry prospects -Car sales trends Nankang's competitiveness has improved -Electric vehicle tires & SUV tires continue to expand specifications -Motorsport expands its product line -Niche products & R&D capabilities are improved EU tire double anti-anti-war investigation response
Slide 17: Industry Prospects: Global car sales outlook
Industry Prospects ➢Global car sales outlook ➢According to the analysis of market research agencies, global automobile sales will show a slight increase of 2% in 2025~2035. ➢The growth of the electric vehicle market has slowed down compared to previous years, but it is still higher than that of inte
Slide 18: Industry prospects: SUV sales expected to keep growing
Industry prospects ➢SUV sales are expected to continue to grow The Global Sport Utility Vehicle (SUV) Market size is set to 2029 The compound annual growth rate was 4.4%, which was better 17 than the overall new car sales growth rate.
Slide 19: Expansion of EV Tire Specifications
Competitiveness Enhancement ➢Expansion of EV Tire Specifications ➢ After the AS-2+ was tested and affirmed by market and professional magazines, the new AS-3EV tire for electric vehicles was developed. ➢ The AS-3EV has been well-received since its launch, and this year it continues to expand its pro
Slide 20: Expansion of A-Rated Wet Grip SUV Tire NEX-1 Specifications
Competitiveness Enhancement ➢Expansion of the A-Rated Wet Grip SUV Tire NEX-1 Specifications ➢The new pattern formula design has reached the highest level A level of the European standard for wetland grip. ➢In 2025~2026, the goal is to expand the launch of 50 new specifications every year. 19
Slide 21: Expansion of SUV/4x4 Specifications
Competitiveness Enhancement ➢Expansion of SUV/4x4 Specifications The existing SUV/4X4 specifications have covered 13~26" tires of different sizes, and will continue to develop new specifications and launch new products to seize market share. According to statistics, the number of new SUV/4X4 develop
Slide 22: Motorsport Product CR-S Achieves New Milestones
Competitiveness Enhancement ➢Motorsport Product CR-S Achieves New Milestones CVR-6 ➢ The CR-S set a new record at the Nü rburgring Nordschleife, breaking the 7-minute landmark record and setting a good lap time of 6 minutes 57.43 seconds ➢ The 2025 TIRERACK Extreme Performance Summer Tire Test ranke
Slide 23: Develop niche products and introduce AI applications
Competitiveness Enhancement ➢Develop niche products and continue to expand product lines Expected to be listed in 2026: - Japanese new generation snow tires - European market AT tires - New semi-hot melt racing tires - A new generation of European all-season tires - Electric vehicle tire enlargement
Slide 24: EU Anti-Dumping & Anti-Subsidy Response
EU Anti-Dumping & Anti-Subsidy Response ➢ Anti-dumping and countervailing investigation objects: Chinese passenger car and light truck tires. ➢ Investigation Timeline： 1. Anti-dumping filed a case on May 22, 2025 to initiate an investigation, and is expected to make a preliminary judgment on January
Slide 25: Nanzong Construction Developments presentation
Speaker：Nanzong Construction Developments, Co., Ltd. Hong Yi-zhi Sales Associate 24
Slide 26: Presentation process
Basic Information Presentation Construction Method process Sales Progress Conclusion
Slide 27: I. Basic information
THE SLOBAL ONE 1. Basic information
Slide 28: Portal Center
THE SLOBAL ONE Portal Center
Slide 29: ee SM me RAREST D e
ee SM me RAREST D e me ATSRRNAPO we BRE RERP ID aumes en HEHE ED ans ESR eeeee
Slide 30: frorttl
frorttl errs Fis Why ae THE GLOBAL ONE BaeH i z a a i & i Ms S19 > RAMA Rte > ARE R=BRERS TRUER Aal iam ilabins ABS ERE PAR ENA Zi " vey ¥ v « Business District Architecture Team Architectural Plan Engineering Nettiod Fane Gy REAR ARH a 08) gala BAMA / ATR ZEB / HOA / TELA / HURT / BERR / Alon oR /
Slide 31: 單位：仟元
單位：仟元 30
Slide 32: Architectural Planning
fh THE GLOBAL ONE Architectural Planning
Slide 33: The Global One architectural planning
uh ft RA THE GLOBAL ONE 7 Wit ‘ a vm Abs | 27F MAKE Video BaiRA Business District EAA He elo PAB DER | 30F Ete | 30F cael amr ERE BRAG pie are | Future City RRLB Architecture Team a Architectural lan Engineering Nettiod bis gala 32 » SNE / HARTHRE / TORRE / ABH / FARE
Slide 34: a es
a es +t WEBG2 A See co oc ee es
Slide 35: Base location and project details
●Base location: Section 8, Citizen Avenue, Nankang District, ●Public ratio: 30-32% for residential buildings and 35-36% Taipei City (next to the Taipei Pop Music Center) for offices ●Building license number 105 Jianzi No. 0103 ●Architectural planning: three major joint architect firms ●Land number:
Slide 36: II. Construction Method
Hh THE SLOBAL ONE li. Construction Method
Slide 37: Seismic Resistance Level 7
Seismic Resistance Level 7 36
Slide 38: Seismic Resistance Level 7
Seismic Resistance Level 7 37
Slide 39: Seismic Resistance Level 7
Seismic Resistance Level 7 38
Slide 40: Seismic Resistance Level 7
Seismic Resistance Level 7 39
Slide 41: Uninterruptible Power System (UPS)
Uninterruptible Power System (UPS) 40
Slide 42: Office Dual-Layer Curtain Wall & Sun-Tracking System
Office Dual-Layer Curtain Wall & Sun-Tracking System 樑帶烤漆鋁背 Painted Aluminum Beam 板 Back Panels 雙層牆不銹鋼集風 箱 Stainless-Steel Dual-Wall Air Intake Box 德國進口Warema電動百葉 Warema Motorized Blinds Imported from Germany 6+12AS+6mm熱硬化複層LowE玻 璃 6 + 12AS + 6 mm Heat-Treated Low-E Insulated Glass 10+2.28PVB+10mm熱硬
Slide 43: III. Sales/handover progress
III. Sales/handover progress
Slide 44: Residential Towers B–G sales and handover
13–27F Handover Completed Residential Towers B–G: 13–27F Units Below the 19th Floor Handover Nearly Sold OutOverall Sales Completed Rate: Approximately 70% 43
Slide 45: IV. Conclusion
THE SLOBAL ONE IV. Conclusion
Slide 46: Units Sold by Tower Type
Office NT$ 6.7B Aug 2025 Residential NT$ 26.5B Aug 2025 Total NT$ 33.2B :
Slide 47: End of Presentation
THE GLOBAL OWE End of Presentation Thanks for Your Attention
Slide 48: Nankang
IN NANKANG