Fortune Electric Co., Ltd. · TWSE:1519
Fortune Electric — Investor Presentation (December 2023)
24 slides from Fortune Electric's investor presentation, Dec 12, 2023
Slide 1: Fortune Electric Co., Ltd.
FORTUNE ELECTRIC CO., LTD. (TWSE Code 1519) 2023/12/12 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice This Presentation contains certain forward-looking statements that are based on current expectation and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Except as requi
Slide 3: Company Overview
1 Company Overview Type of Business：Heavy Electric Establishment：Aug. 26th, 1969 Type of TWSE：Listed Lising Date：April 6th, 1997 Capital：TWD 3.61 Billion Chairman/ Pedro Hsu President/Ted Hsu CEO/ Ithen Hsu Employees Global 1,200 Product Categories 3
Slide 4: Company Profile
2 Company Profile Zhongli Plant Guanyin Plant #2 Guanyin Plant #3 Taichung Plant 4
Slide 5: FE's Green Power Products in Smart Grid
3 FE’s Green Power Products in Smart Grid 5
Slide 6: Consolidated Financial Simple Highlights
4 Consolidated Financial Simple Highlights Unit : NTD in Thousands 2023Q3 2022Q3 Item Amount % Amount % Property, plant and equipment 2,058,953 15% 1,969,607 17% TOTAL Assets 13,897,539 100% 11,667,866 100% Interest-bearing Debt 1,707,435 12% 2,476,139 21% Total Liabilities 8,853,417 64% 7,900,905 6
Slide 7: Operating Revenue & Profit
5 Operating Revenue & Profit 7
Slide 8: Percentage of Products for 2022 and 2023/1~11
6 Percentage of Products for 2022 and 2023/1~11 2022 2023/1~11 Others: including transformer installation / maintenance works, sale of materials / spare parts, et 8
Slide 9: Seize Business Opportunities and Grow Steadily
7 Seize Business Opportunities and Grow Steadily 2021,Infrastructure Power Grid Investment and Jobs Resilience Program Act($1.2 trillion) 2022,Inflation 10years， Reduction Act NT$5,645million ($4,370million) - Utilities - EPCs - ITC 9
Slide 10: Leader in Exporting Heavy Electricity
8 Leader in Exporting Heavy Electricity Domestic heavy electrical equipment exports the most, with the proportion of export sales increasing to about 36%。 Distribution transformers, large power transformers, PV BOX 10
Slide 11: Digital transformation, building a smart factory (1/2)
9 Digital transformation, building a smart factory (1/2) Machine Intelligent Quality Management Energy Management Cyber Physical System Increase production capacity Optimize production line Ensure quality Transparent resume 11
Slide 12: 3D Manufacturing Dashboard
10 Digital transformation, building a smart factory (1/2) 3D Manufacturing Dashboard Providing real-time production status and data. Close to the actual production situation is conducive to scheduling management. Instant interactive dashboard facilitates pull production. Figure2.Winding machin
Slide 13: Outlook and Challenges
11 Outlook and Challenges 1 Actively increase production capacity to meet customers and respond to market demand. 2 Strengthen profitability and gain an in-depth understanding of customer needs and market delivery times. 3 Seize industrial business opportunities and actively assist in energy transfo
Slide 14: Trend of Smart Grid_Solid-state Transformers
12 Trend of Smart Grid_Solid-state Transformers In response to the increase in the penetration rate of green energy into the grid, FORTUNE and Industrial Technology Research Institute (ITRI) jointly invested resources in the research and development of solid-state transformer technology for smart gr
Slide 15: Patent and Awards
13 Patent and Awards Invention patent Utility model patent FORTUNE's "Invention Patent- I805471 M643641 I805471-Integrated Substation" won INTEGRATED SMART DRYING the Bronze Medal Award in the 2023 DEVICE for Taiwan Innotech Expo Invention SUBSTATION TRANSFORMERS Competition 15
Slide 16: HR ASIA Best Companies To Work For In Asia Award 2023
14 HR ASIA Best Companies To Work For In Asia Award 2023 At the 2023 HR ASIA awards, a total of 366 companies competed, with a winning rate of 25.68%. Among them, 53 were local enterprises, 12 belonged to traditional industries, and Fortune Electric Co., Ltd. is the only award-winning company in the
Slide 17: New Energy Eng. & Construction Division(1/2)
15 New Energy Eng. & Construction Division(1/2) 17
Slide 18: New Energy Eng. & Construction Division(2/2)
16 New Energy Eng. & Construction Division(2/2) 18
Slide 19: The factors between charging at home and outdoor
17 The factors between charging at home and outdoor Charging at Home Management System Energy Management AC Personal Community System for Business / Charger Installation Planning Community 19
Slide 20: The factors between charging at home and outdoor
18 The factors between charging at home and outdoor charging outdoor Super Charger AC Charger / Fast Charger at the AC Charger 7~17kW Investment for Halfway destination DC Charger 30~480kW Operation 20
Slide 21: The Three Charging Operation Models (APP & EasyCard & AutoCharge)
19 The Three Charging Operation Models (APP & EasyCard & AutoCharge) • EVALUE combines APP, EasyCard,and AutoCharge operation models that EV car owner can easily choose one of charging ways. EVALUE Three Charging Operation Models 21
Slide 22: Vehicle Charging Map (DC stations)
20 Vehicle Charging Map (DC stations) EVALUE NH Charging Station MB_Guandu CMI T Décor House 60kW T 7-11 JiangYuan Store 120kW 480kW/ 30kW MB_Binjiang TL Y TOYOTA_Zhongli Station LEXUS_Taoyuan station P S.K Nangang Software Park 30kW MB_NH CMI MB_Taoyuan CMI MB_Zhongli LL Taipei 101 60kW TOYOTA_NH S
Slide 23: Vehicle Charging Map (AC stations)
21 Vehicle Charging Map (AC stations) JC Park CHANG GUNG GOLF CLUB EVALUE Jianguo Elevated Rd x5 T.CBD T Longtan Science Park Aspire Resort AspireparkCGHDPT T sannkuen The Okura Prestige Y Yuehua Hotel Element Fitness P 101 Shop Nangang Software Park Décor House Dingfeng Coincidence Parking MB_101 J
Slide 24: Thank You for Your Attention.
Thank You for Your Attention. FORTUNE ELECTRIC 24
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