S-tech Corp · TPEX:1584
S-tech — KGI Securities Online Investor Conference (November 2023)
23 slides from S-tech's conference presentation, Nov 14, 2023
Slide 1: Introduction to S-Tech.
Sic Introduction to S-Tech.
Slide 2: Contents
Le TSG 22k8 CONTENTS 01. Business scope 02 Main products 03 Performance Q4 Vision and Missions Q5 Taiwan Steel Group Aerospace Technology Corp. TSG ES HZHWHE BB
Slide 3: Business scope
01 Business scope TSG ES HZHWHE BB
Slide 4: Introduction
Introduction IPO code: 1584 Established date : May 15th, 2002 Date of IPO : Nov. 28th, 2007 Capital : NTD 1,925 million Chairman : Josef Wang CEO : Michael Wu, Ph.D. Employees:157 President : Nick Lin Location : No.15, Gong 1st Rd., Liouying District, Tainan City, Taiwan. Major Pro
Slide 5: Main applications and clients
Main applications and clients 1. Oil & Gas industries 4. Energy & Power industries Baker Hughes (BH) GE Power Schlumberger (SLB) Applications MHI Siemens Power (Approved supplier) Alstom ABB and Local IPPs 2. Defense industry 1. Nickel- 5. EV industry Missile fins、housing and frames base
Slide 6: Main products
Le TSG 22k8 02 Main products TSG ES HZHWHE BB
Slide 7: Main products
Main products Finished products Aerospace Aero engine Forging and Ni/Fe based super alloys and Ti alloys Components Annular parts finished parts Ni/Fe based super alloys Wrought alloy: - (Ø 3~Ø 300mm) 718, 625, C276, 13-8Mo, … Sputtering Dental crown Casting alloy: 713LC, U720i, Mar-M2
Slide 8: Core process competencies and products
Core process competencies and products Alloys Materials Processing Products Secondary works Finished Products VIM Ni Based alloys Ingot Investment casting Turbo charger or VIM Forging Bar/rods Precision forging VAR ESR Turbine disc o Forged or rolled CNC machining Engine case VIM r VAR ESR Rolling b
Slide 9: Performance 2018~2023Q3
Le TSG Saks O03 Performance 2018~2023Q3 TSG ES HZHWHE BB
Slide 10: Performance 2018~2023 Q3
Performance 2018~2023 Q3 Revenue NT 1,000 EPS: NT/share Year 2018 Year 2019 Year 2020 Year 2021 Year 2022 Year 2023 10
Slide 11: Sales spectrum by Products
Sales spectrum by Products Year 2023.Jan.-Sept. Year 2022 Finished products 7% Finished products 12% Secondary works Secondary works 9% Titanium alloys 20% 6% Titanium alloys 25% Steel related 4% Steel related 13% Nickle-based alloys Nickle-based alloys 58% 45% 11
Slide 12: Sales spectrum by Areas
區域別銷售 Sales spectrum by Areas Year 2023.Jan.-Sept. Year 2022 Taiwan 21% Taiwan Europe 20% Europe China 7% 39% 48% India 10% China 12% North America 6% India 8% North Other Asian America region 7% Other Asian region 7% 7% 12
Slide 13: Vision and Missions
Le TSG 22k8 O04 Vision and Missions TSG ES HZHWHE BB
Slide 14: STC formation, process flow and core products
STC formation, process flow and core products STC Group Y2022 Y2023 Y2024 STC + LFA Forger + Alliances M Aerospace STC Group C A Full-spectrum TSG Aerospace HomKom CNC machining Aerospace Technology Total solution provider Advance materials Close-die forging CNC machining Global Sales Hub
Slide 15: Process flow and core competencies
I. Alloys melting/refining and conversion III. Precision machining, III. 精密加工+ special processes特殊製程 & Assembly II. II. Precision forging S-Tech Group 精 Process flow and 密 core competencies 閉 Precision lose-die forgers 2M Ring roller 模 溫 鍛 Turbine Aerospace Combustion Engine disc actuator liners Def
Slide 16: Taiwan Steel Group Aerospace Tech. Corp.
Lic TSG Saks 05 Taiwan Steel Group Aerospace Tech. Corp.
Slide 17: Taiwan Steel Group Aerospace Technology Corporation
台鋼航太科技(股)公司 Taiwan Steel Group Aerospace Technology Corporation Established:2020 Chairman:Michael Wu Location:LiouYing, Tainan, Taiwan Main products: Approved source for over 30 kinds Titanium alloy and Ni-based super alloy parts for Aerospace, defense, power, machinery and transportation; p
Slide 18: Defense and aerospace products
台鋼航太科技(股)公司 Taiwan Steel Group Aerospace Technology Corporation 3. Missile & Precision Forging 精密鍛造件 4. Defense system special alloy forgings and rings 國防 國防載具特殊合金 2. Aero Engine Seamless 航太 Defense 精密鍛造及環鍛件 rings 無縫環鍛件 工業 Aerospace 49% 21% Industry 1. Aero Engine Precision 30% Forgings 精密鍛造件 5. Ene
Slide 19: TSG AS Core processes
TSG AS Core processes Titanium Steel 6-4 Carbon 6-2-4-2 Alloy 6-2-4-6 Stainless Superalloys Aluminum Inco718 2000 series Inco909 6000 series Waspaloy 7000 series Hastelloy-X Approved source for over 30 kinds Titanium alloy and Ni-based super alloy parts for Aerospace, defen
Slide 20: Precision Forged Ti-alloy Fan Blades for aero engine
Precision Forged Ti-alloy Fan Blades for aero engine 10mm 3mm 1475g 725g 20 熱模精密鍛造成型 之IDF戰機 TFE-1042發動機鈦合金風扇葉片; 減少60%之材料及加工成本。並提高加工後 成品良率40%以上。 20
Slide 21: 3D printed Al-alloy Heat Exchanger parts for aero engine
3D printed Al-alloy Heat Exchanger parts for aero engine 2 1 3 5 6 4 9 7 8 10 200 500X 100X 11 12 13 X Z SLM 3D Printed A350 SLM 3D Printed A350 Rolls Royce XWB XWB Engine Coolant Engine Lubricnat Oil Heat Exchanger Header Distribution Manifold) 21
Slide 22: Super-fine 3D Printed FeCoCrB alloy for sputtering target
Super-fine 3D Printed FeCoCrB alloy for Hard Disc floppy sputtering target 1. SLM AM as-built 2. After HP & Milled 3D Printed FeCoCrB alloy microstructure exhibits super-fine, uniform and dense microstructure for hard disc floppy sputtering targets 3. Sputtering tested 22
Slide 23: Thank you for your attention
Le TSG 22k8 TSG AEROSPACE TSG SBF TAIWAN STEEL GROUP Thank you for your attention TSG ES HZHWHE BB
S-Tech — KGI Securities Online Investor Conference (November 2023) on 6ix