Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Investor conference hosted by President Securities Corp. 2023
29 slides from Eternal Materials's conference presentation, Mar 17, 2023
Slide 1: Eternal Materials
> RRNA | ETERNAL MATERIALS Elements of Infinite Possibilities
Slide 2: 2022 Fourth Quarter Operating Result & Synthetic Resin Division
2022 Fourth Quarter Operating Result & Synthetic Resin Division：New Opportunities Under ESG Sustainability Trend Presenter : Director, Chen-yi Lin (Synthetic Resin Division) B.C.Liu (spokesperson) Date : 2023/03/17
Slide 3: Agenda
Agenda 1. 2022 Fourth Quarter Operating Result 2. Synthetic Resin Division：New Opportunities Under ESG Sustainability Trend
Slide 4: 2022 Fourth Quarter Operating Result
2022 Fourth Quarter Operating Result
Slide 5: Financial Information-Balance Sheets & Key Indices
Financial Information-Balance Sheets & Key Indices 2022 2021 2020 Unit：TWD Millions Amount % Amount % Amount % Cash and cash equivalents 6,671 11 4,444 7 6,170 11 and current financial assets Accounts receivable 17,132 29 20,071 33 17,523 31 Inventories 9,716 16 10,678 18 7,493 13 Financial assets 3
Slide 6: Financial Information-Statements of Comprehensive Income
Financial Information-Statements of Comprehensive Income 2022 2021 2020 Unit：TWD Millions Amount % Amount % Amount % Operating Revenue 49,014 100 50,471 100 38,370 100 Gross profit 10,163 21 10,694 21 8,886 23 Operating expenses (6,886) (14) (6,599) (13) (5,747) (15) Operating Income 3,277 7 4,095 8
Slide 7: Financial Information-Cash Flow Statements
Financial Information-Cash Flow Statements 2022 2021 2020 Unit：TWD Millions Amount Amount Amount Cash and cash equivalents at the beginning of the year 4,289 6,108 6,010 Cash flows from operating activities 6,581 750 4,148 Acquisition of property, plant and equipment (2,783) (2,049) (1,458) Increase
Slide 8: Synthetic Resin Division: New Opportunities Under ESG Sustainability Trend
• Synthetic Resin Division • New Opportunities Under ESG Sustainability Trend Presenter : Director, Chen-yi Lin (Synthetic Resin Division) Date : 2023/03/17
Slide 9: Agenda
Agenda 1. Introduction of Synthetic Resins Division 2. Eternal Material pursuing sustainability 3. The way to pursuing sustainability 4. Adopt green energy 5. Technologies and products that meet sustainable development 6. Solar energy industry 7. Wind power energy industry 8. Lithium battery industr
Slide 10: Business Lines and the Market
Business Lines and the Market Coating Adhesives Alkyd resins, Oil-free Acrylic resins for PSA, polyester resins, Acrylic resins, Polyester polyol, , High High molecular weight molecular weight polyester, polyester, Fluorocarbons PUD, PUR resins, Amino resins, Phenolic resins, PUD. Application Applic
Slide 11: Core Technology of SR BU
Core Technology of SR BU Free-radical polymerization • Solution polymerization • Emulsion polymerization • Suspension polymerization • Heterophase Polymerization Step polymerization • Polyesterficaton • Addition polymerization of isocynate (Dispersion/solvent based/Solvent free) • Co-condensation Po
Slide 12: Sales by region as of 2020
Sales by region as of 2020 N. Asia Rest of World Greater China 2% 50% 6% S. Asia 79% 1% SE. Asia 12% 12
Slide 13: Locations of SR
Locations of SR Production Site (6)：Pingnan, Kunshan, Guangdong, Tianjin, Chengdu, Malaysia In construction (1)：TongLing Sales Office (16) R&D (1) TS (6) Group and Region procurement. Three procurement centers: Taiwan, Shanghai, Zuhai China Taiwan Malaysia Capacity (KT) 500+ * Map not to Scale 13
Slide 14: Eternal Materials pursuing sustainability
Eternal Materials pursuing sustainability Drive Technological Environmental Awareness Innovation Enhance environmental awareness Companies investing in the green and demonstrate Eternal's industry can drive technological commitment to environmental innovation and enhance product protection. competit
Slide 15: The Way to Pursuing Sustainability
The Way to Pursuing Sustainability Drive sustainable development to Technologies and products that meet enhance competitiveness. sustainable development. Wind power energy industry Planning to adopt green energy * Materials related to * Solar energy industry Biomass fuel to reduce carbon emissions.
Slide 16: Adopt Green Energy to Reduce Carbon Emissions
Adopt Green Energy to Reduce Carbon Emissions Background • Palm oil is the largest vegetable oil in terms of global production. • Malaysia accounts for 25.8% of global palm oil production. • Palm kernel shell has a high calorific value and can be used as a biomass fuel without further processing. It
Slide 17: Material from Recycle Plastic - Button Resin
Material from Recycle Plastic- RCS Environmentally Friendly Button Resin Recycled Claim Standard Background (RCS) Certisfication • The plastic waste pollution is becoming increasingly serious. • Global target of using recycled materials in plastic products continues to rise • brands are making green
Slide 18: High-weatherability insulation resin and coatings
Reduce energy consumption High-weatherability insulation resin and coatings Before coating After coating Continuous watering is Watering not necessary. required to control the Decrease VOC emission temperature of the raw materials in the tank and prevent them from spoiling. High reflectivity ! Low t
Slide 19: Solar Energy Industry Market Status
Solar Energy Industry Market status • The global new solar energy installed capacity is expected to reach 180GW in 2022, representing a year-on-year growth of 25%. • In 2023, the global newly solar energy installed capacity is expected to exceed 200GW. • The upstream raw material supply chain is alm
Slide 20: Coating and Adhesive in Solar-cell Back sheet
Coating and Adhesive in Solar-cell Back sheet Protect PET film by fluoro Coating type polymer FEVE coating Fluoro coating PET film Fluoro coating CPC type back sheet structure Protect PET film by laminating Laminated type fluoro film Fluoro coating PET film High molecular weight polyester adhesive F
Slide 21: Solar Panel Easy Cleaning Coating
Solar Panel Easy Cleaning Coating Background • Solar panels experience rapid decline in power generation efficiency due to the accumulation of pollutants such as wind-blown sand, salt mist, bird droppings, water stains, etc. • Cleaning cost is also one of the important costs in the solar industry, b
Slide 22: Anti corrosion coating resin for Solar cell mounting
Anti corrosion coating resin for Solar cell mounting Eterflon Series Products Eternal Materials is the only one FEVE manufacturer in Taiwan. FEVE already been used in heavy duty environment like bridge and harbor. Now we start to cooperate with coating company to promote galvanized with coating syst
Slide 23: Wind Power Energy Industry: Market Status
Wind Power Energy Industry Market Status Source: (GWEC Market Intelligence, 2022) • The annual increase in installed capacity is expected to be over 110GW in the next five years • Newly increase in installed capacity compound annual growth rate of 6.6% • Offshore wind power is expected to have a com
Slide 24: Wind Power Energy Industry: Background
Wind Power Energy Industry Background • The industry continues to grow rapidly • Cabin and nose cones play an important role in protecting wind driven generator. • Composite materials are the best choice for their high strength, lightweight, and corrosion resistance. • The localization policy in the
Slide 25: Lithium Battery Industry Market Status
Lithium Battery Industry Market Status Source: (FCAB, 2021) Significant increase in demand for related raw materials • Energy storage and electric vehicles will drive significant • Adhesive for aluminum-plastic film of lithium batteries. growth in the lithium battery industry. • Global lithium batte
Slide 26: Packaging Industry (BPAni trend)
Packaging Industry (BPAni trend) Market Status • The global market for iron and aluminum cans coating is about 50 billion New Taiwan Dollars. • The trend of replacing plastic packaging with eco-friendly packaging has driven an annual growth rate of 8% for iron and aluminum cans. (Source: orr & Boss)
Slide 27: Thermoplastic Composite Industry
Thermoplastic Composite Industry Background • Responding to the global trend of energy conservation and carbon reduction • Advantages of lightweight and high strength • Thermoplastic composites are recyclable and can be reused • Reduce process energy consumption and have a fast production time Produ
Slide 28: Planting the seeds of sustainable development through Research and Innovation
Planting the seeds of sustainable development through Research and Innovation.
Slide 29: Eternal Materials
| ETERNAL ue MATERIALS = Elements of Infinite Possibilities
Eternal Materials — Investor conference hosted by President Securities Corp. 2023 on 6ix