Taiwan Thick-film Ind. Corp. · TPEX:6246
Taiwan Thick-film Ind — Taiwan Thick-Film Industries — Q4 2025 Earnings Presentation
20 slides from Taiwan Thick-film Ind's earnings presentation, 2025
Slide 1: 2025 Q4 Investor Conference
Taiwan Thick-Film Industries Corp. 2025 Q4 Investor Conference Presenter：Chris Kao, Vice President TEL：02-22772828 Email：hckao@tai-lon.com
Slide 2: Disclaimer
Disclaimer Disclaimer: This report contains forward-looking statements regarding relevant information and content that involve significant risks and uncertainties. The content of this report is based on the Company's current status and views regarding the future. These views may be influenced by int
Slide 3: Agenda
Agenda • Company Profile • 2025 Q1-Q3 Operation Review • Key Outlook • Q&A
Slide 4: Company Profile
Company Profile Technology makes the world clearer; Intelligence brings services closer. Taiwan Thick-Film Industries Corp. was established in 1982. Upholding the principles of "Research, Development, Innovation, and Progress," we continuously adjust our R&D and manufacturing products according to m
Slide 5: Company Fact Sheet
Company Fact Sheet • Date of Establishment: November 13, 1982 • Address: 3F, No. 7, Lane 332, Siyuan Road, Xinzhuang District, New Taipei City, Taiwan • Employees: 433 (Taiwan HQ: 21, Dongguan Hualon: 221, Kunshan Tailon: 191) • Paid-in Capital: NT$ 378 Million • Listing Date: June 18, 2003 (TPEx St
Slide 6: Global Locations
GLOBAL LOCATIONS Taiwan Thick-Film Industries Corp. Operational HQ, AI Application System Services. Add: 3F, No. 7, Lane 332, Siyuan Road, Xinzhuang District, New Taipei City, Taiwan Hualon Electionics Co.,Ltd. Transformer, backlight module, LCM module assembly Add: Tiantou Industrial Management Dis
Slide 7: Milestones
Milestones • 1982: Company established; engaged in the production of focusing components and high-voltage resistor plates. • 1986: Engaged in the production and assembly of high-voltage caps. • 1987: Passed ISO-9001 quality certification; produced flyback transformers. • 1990: Dongguan Hualon Electr
Slide 8: Consolidated Income Statement Comparison
Consolidated Income Statement Comparison Unit: NT$ Thousands Item Jan~Sep 2025 2024 2023 Net Revenue 1,167,547 100% 1,501,968 100% 1,637,430 100% Operating Costs (1,029,727) 88% (1,356,318) (90%) (1,491,688) (91%) Gross Profit 137,820 12% 145,650 10% 145,742 9% Operating Expenses (120,396) (10%) (19
Slide 9: Consolidated Balance Sheet & Key Analysis
Consolidated Balance Sheet & Key Analysis Unit: NT$ Thousands Item 2025/9/30 % 2024/12/31 % 2023/12/31 % Total Current Assets 1,061,783 90 1,171,788 90 1,125,222 89 Total Non-Current Assets 124,893 10 126,681 10 124,376 11 Total Assets 1,186,676 100 1,298,469 100 1,249,598 100 Total Current Liabilit
Slide 10: Annual Consolidated Revenue
Annual Consolidated Revenue 2,000,000 1,800,000 1,600,000 1,400,000 1,200,000 Others 1,000,000 Backlight & LCD Modules Light-bar 800,000 600,000 400,000 200,000 0 2021 2022 2023 2024 2025/Q3 2021 2022 2023 2024 2025/Q3 Light Bar 1,658,131 1,659,230 1,191,238 880,076 697,030 Backlight & LCD 254,072 2
Slide 11: Display Components
Display Components • Foundation & Strategic Pivot: • Foundation: Started R&D and production of backlight modules for consumer electronics in 2003. • Strategy Pivot: As market demand evolved, our product strategy shifted to focus on industrial control applications and front-market automotive products
Slide 12: Display Components - Automotive LCD Modules
Display Components - Automotive LCD Modules The Chinese automotive market is one of the fastest-growing and most vibrant markets globally. Cars are no longer just transportation tools but have evolved into highly connected "Mobile Information Centers." This transformation, coupled with huge domestic
Slide 13: Display Components - Automotive LCD Modules
Display Components - Automotive LCD Modules
Slide 14: Display Components - LED Light Bar
Display Components - LED Light Bar • Overview: The LED Light Bar is another main product line of our company. Its application range is extremely wide, covering backlight modules for consumer electronics, industrial control, medical equipment, military products, and before-market automotive sectors.
Slide 15: SMT Products - Automotive Electronics
SMT Products - Automotive Electronics The global automotive market continues to grow. With the investment in the new energy vehicle industry, the Asian and Chinese markets remain the largest regional markets globally and continue to expand their share. Tai-Long Electronics integrates technical resou
Slide 16: ASA Reinforced Plastic Corrugated
ASA Reinforced Plastic Corrugated • Introduction: The company has introduced and sells the latest generation of ASA technology plastic steel roofing sheets. With claims of being eco-friendly, lightweight, and more durable, it is the best alternative to painted steel sheets. • Problem Statement: In T
Slide 17: Future Outlook - AI System Services
Future Outlook - AI System Services • Establishment: Tailon established the AI System Service Team in Q3 of this year. With AI technology as the core, we are dedicated to creating cross-industry smart application solutions, assisting enterprises in moving from traditional processes to a new era of d
Slide 18: Future Outlook - AI System Services
Future Outlook - AI System Services • AI Virtual Customer Service: Developed by combining cutting-edge language models with deep refinement adjustments to create an intelligent customer service system capable of immediate response and precise intent judgment. This system can connect to websites, LIN
Slide 19: Q&A
Slide 20: Thank You!
Thank You! Taiwan Thick-Film Industries Corp. TEL: (02)22772828 FAX: (02)22990520 Add: 3F, No. 7, Lane 332, Siyuan Road, Xinzhuang District, New Taipei City Web: www.tai-lon.com
Taiwan Thick-Film Industries — Q4 2025 Earnings Presentation on 6ix