Delta Electronics (thailand) Public Co. Ltd. · SET:DELTA
Delta Electronics (thailand) Public — Delta Electronics Pcl New — Q2 2026 Earnings Presentation
58 slides from Delta Electronics (thailand) Public's earnings presentation, Jul 27, 2026
Slide 1: Delta Thailand Briefing
Delta Thailand Briefing 2Q/FY2026 Earnings - Three Month Period Ended 30 June 2026 July 2026 Delta Confidential
Slide 2: A Business Built on Sustainable Development
A Business Built on Sustainable Development “To provide innovative, clean and energy-efficient solutions for a better tomorrow.” Business ESG Strategy Development Corporate Mission 2 Delta Confidential
Slide 3: Corporate Mission and Brand Promise
Corporate To provide innovative, clean and energy-efficient solutions for a Mission better tomorrow. BRUCE CHENG PING CHENG Founder of Chairman and CEO of Brand Delta Electronics, Inc. Delta Electronics, Inc. Smarter. Greener. Together. Promise 3 Delta Confidential
Slide 4: Delta Thailand Overview
Delta Thailand Overview ▪ Founded in 1988 ▪ Thailand’s largest listed electronics manufacturer on the Stock Exchange of Thailand (SET) ▪ Business management center for Southeast Asia, India and Australia/ New Zealand markets James Ng Victor Cheng Jackie Chang Chairman CEO President and COO ▪ Product
Slide 5: Corporate Culture
Corporate Culture Integrity Honestly dedicated to achieving quality with our work, upholding the highest level of professional standards and matching our words with action. Empowerment Achieving our own success by empowering others to realize their own goals, Innovation encouraging active and enthus
Slide 6: Global Operations
Global Operations Diversifying for service and quality excellence 165 Sales Offices EMEA 55 Hoofddorp Soest Plant Teningen Sites Vienna Americas Glasgow Fremont Dubnica 73 Plano Raleigh Detroit Liptovsky Hradok Szczecin R&D Sao Jose Dos Campos Centers Asia-Pacific Taipei Ho Chi Minh Hangzhou Taoyuan
Slide 7: Delta's Worldwide Revenues
US$ Million Delta’s Worldwide Revenues 20000 17,889 Global 15000 13,131 12,891 12,890 11,275 9,625 10000 9,006 6,025 4,604 Thailand 5000 4,109 3,337 2,600 2,013 1,637 0.04 = = 1971 2019 2020 2021 2022 2023 2024 2025 2030 7 Delta Confidential
Slide 8: Delta Group Overview
Delta Group Overview World’s Leader in Switching Power Supplies and DC Brushless Fans ▪ Telecom Power Systems ▪ EV Powertrain Systems ▪ Industrial Automation US$ 17,889 M 10% of revenue devoted ▪ Networking Products in revenue for 2025 to R&D each year ▪ Passive and Magnetic Components ▪ ▪ Visual Di
Slide 9: Delta Thailand Overview
Delta Thailand Overview Largest Public Listed Electronics Manufacturer in Thailand ▪ Business management center for Southeast Asia, India and Oceania markets. US$ 6,025 M 31% in revenue for 2025 YoY growth ▪ Product development management center with R&D centers in Thailand, Germany, UK, SEA+ USA an
Slide 10: World's No. 1
Leading in Technologies 2002 2006 2015 2025 and Market Share World’s Switching DC Telecom AI power No. 1 Power Supply Brushless Fans Power Supplies Leading in • Data Center Infrastructure • Liquid Cooling • Passive Components • E-mobility • Energy Infrastructure 10 Delta Confidential
Slide 11: Business Categories
Business Categories Power Electronics Mobility Automation Infrastructure • Components • EV Powertrain • Industrial Automation • ICT Infrastructure • Power & System Systems • Building Automation • Power & Energy • Fans & Thermal Solutions Management • Display Solutions 11 Delta Confidential
Slide 12: Delta Solutions
Delta Solutions Smart Data Industrial EV Energy Center Automation Charging Display Telecom Building and Power Automation Monitoring 12 Delta Confidential
Slide 13: Solutions for Target Industries
Solutions for Automotive & Banking & Retail eMobility Target Industries Chemical & Commercial & Natural Resources Industrial Buildings Data Centers Food & Beverage Electronics Renewable Healthcare Energy Semiconductors Smart Logistics & Communities Telecom Warehouse Water & Machinery Power & Grid Wa
Slide 14: Delta Thailand Group R&D Centers
Delta Thailand Group R&D Centers USA Automotive power THAILAND INDIA GERMANY UK Storage, Server, Industrial, Automotive Telecom, UPS, Video Wall Storage, Server, Telecom, Networking, Industrial, Medical, Telecom Power Automotive Power, Wind power, Industrial, Medical 14 Delta Confidential
Slide 15: Thailand Key Factories & R&D Sites
THAILAND Key Factories & R&D Sites BANGPOO PLANT 1 (BP1) BANGPOO PLANT 2/3 (BP2/3) BANGPOO PLANT 5 (BP5) • Est. 1990 • Est. 1999 as Corporate Headquarter R&D CENTER (RD1) • Automotive Products • DC-DC Converters, Consumer • Est. 2024 Electronics Adaptor, Server, Networking, Telecom and Energy • EV C
Slide 16: India Key Factories & R&D Sites
INDIA Key Factories & R&D Sites RUDRAPUR PLANT • Est. 2008 • Telecom Power Systems, UPS • IGBC Certified GOLD Green Building BEGALURU R&D CENTER (HQ) • Est. 2023 • Railways (PQC), EV, Solar, Two-Wheelers Charging GURGAON PLANT • Est. 1992 • Display Solutions • IGBC Certified GOLD Green Building KRIS
Slide 17: Europe Key Factories & R&D Sites
EUROPE Key Factories & R&D Sites SLOVAKIA: DUBNICA PLANT • Est. 2007 • For high end Server Networking, Industrial, Medical, Solar Inverter, Telecom Power System, EV chargers GERMANY: SOEST R&D CENTER • Est. 2003 • For advanced power products for storage, server, telecom, networking, automotive and w
Slide 18: 2Q/FY2026 Financial Performance
2Q/FY2026 Financial Performance
Slide 19: Financial Highlights
Financial Highlights Unit : USD Million Products 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 1H25 2H25 1H26 2021 2022 2023 2024 2025 Power 554 613 681 654 725 751 1,082 1,272 1,380 1,446 1,476 2,353 2,827 1,506 1,957 2,183 2,503 3,830 Electronics Mobility 305 317 324 302 287 294 235 183 178 16
Slide 20: Revenue Structure & Geographic Profile
Revenue Structure & Geographic Profile Sales Revenue (USD million) 2025 2024 2023 2022 20 Delta Confidential
Slide 21: Segmental Revenue Performance
Segmental Revenue Performance 4,500 23.6% 23.0% 23.0% 1,400 8.2% 8.0% 7.2% 9.1% 8.8% 19.7% 21.3% 21.0% 20.2% 20.9% 21.7% 21.6% 20.5% 19.5% 21.7% 6.7% 5.3% 5.3% 6.6% 4,000 18.0% 16.5% 17.8% 1.8% 1.2% -0.6% -1.1% 0.3% 0.5% 13.4% 1,200 -5.7% 3,830 -9.4% -8.0% 1,248 3,500 15.8% -15.7% 1,179 9.9% 3,000 1
Slide 22: Profitability Performance
Profitability Performance 16.6% 13.9% 14.6% 15.6% 17.1% 13.7% 13.6% 16.4% 32.6% 12.7% 13.6% 12.0% 13.4% 11.2% 10.4% 13.6% 29.9% 9.9% 10.5% 10.0% 11.4% 11.0% 28.4% 30.2% 29.2% 27.9% 1.5% 1.5% 27.5% 25.8% 25.4% 27.4% 2.4% 1.5% 25.2% 1.5% 23.3% 22.8% 23.5%21.9% 22.8% 23.7% 22.6% 2.2% 1.8% 1.6% 2.4% 2.1
Slide 23: Smarter. Greener. Together.
Smarter. Greener. Together. ir.th@deltaww.com To learn more about Delta, www.DeltaThailand.com please visit www.DeltaThailand.com or scan the QR code
Slide 24: Where You Can Find Us
Where You Can Find Us www.deltathailand.com 24 Delta Confidential
Slide 25: Products and Solutions
Products and Solutions Enabling a net zero future
Slide 26: Power Electronics: Power and System
Power and System Power Electronics 26 Delta Confidential
Slide 27: Power Electronics: Power and System
Power Electronics Power and System 27 Delta Confidential
Slide 28: Power Electronics: Power and System
Power Electronics Power and System 28 Delta Confidential
Slide 29: Power Electronics: Power and System
Power Electronics Power and System 29 Delta Confidential
Slide 30: Power Electronics: Components
Power Electronics Components 30 Delta Confidential
Slide 31: Power Electronics: Fans & Thermal Management
Power Electronics Fans & Thermal Management 31 Delta Confidential
Slide 32: Power Electronics
Power Electronics 32 Delta Confidential
Slide 33: Mobility: EV Powertrain Systems
EV Powertrain Systems Mobility 33 Delta Confidential
Slide 34: Mobility: EV Powertrain Systems
Mobility EV Powertrain Systems 34 Delta Confidential
Slide 35: Industrial Automation
Industrial Automation Automation Infra-Plant Energy Saving & Automation Manufacturing Logistic Facility Monitoring Integration Management 35 Delta Confidential
Slide 36: Automation: Industrial Automation
Automation Industrial Automation 36 Delta Confidential
Slide 37: Automation: Industrial Automation
Automation Industrial Automation 37 Delta Confidential
Slide 38: Automation: Industrial Automation
Automation Industrial Automation 38 Delta Confidential
Slide 39: Automation: Building Automation
Building Automation Automation 39 Delta Confidential
Slide 40: Automation: Building Automation
Automation Building Automation 40 Delta Confidential
Slide 41: Infrastructure: ICT Infrastructure
ICT Infrastructure Infrastructure 41 Delta Confidential
Slide 42: Infrastructure: ICT Infrastructure
Infrastructure ICT Infrastructure 42 Delta Confidential
Slide 43: Infrastructure: ICT Infrastructure
Infrastructure ICT Infrastructure 43 Delta Confidential
Slide 44: Energy Infrastructure: EV Charging
Energy Infrastructure Infrastructure EV Charging 44 Delta Confidential
Slide 45: Energy Infrastructure: Renewable and Energy Storage
Energy Infrastructure Infrastructure Infrastructure Renewable and Energy Storage Energy Infrastructure 45 Delta Confidential
Slide 46: Infrastructure: Industrial Solutions
Infrastructure Industrial Solutions 46 Delta Confidential
Slide 47: Infrastructure: Image & Medical
Infrastructure Image & Medical 47 Delta Confidential
Slide 48: Infrastructure: Display Solutions
Infrastructure Display Solutions 48 Delta Confidential
Slide 49: Infrastructure: Display Solutions
Infrastructure Display Solutions 49 Delta Confidential
Slide 50: SEA+ Success Cases
SEA+ Success Cases Global robotics leader powers Delta enables greener energy Major international hotel Delta Indonesia has an EV charging its Thai operations with Delta’s in Singapore’s premier club. selected LOYTEC Building station market share of >60% as of inverter solution. Management System (B
Slide 51: ESG
ESG Smarter. Greener. Together.
Slide 52: ESG Commitment
ESG Commitment We pursue quantifiable carbon reduction First in Taiwan 1st in Asia, 4th globally in hardware manufacturing industry 2017 2021 2022 Pass SBTi’s 2°C Commitment to RE100 Pass SBTi’s Net-Zero Target Validation Target Validation 100% RE by 2030 Achieved in 2021 52 Delta Confidential
Slide 53: Energy Savings for Customers
Energy Savings for Customers 27.09 M Tons 6,318,885 Carbon = *Gasoline-powered Emissions passenger vehicles Reduction driven for one year From 2010 to 2024 52 B kWh Delta’s high-efficiency products Electricity and solutions helped customers… Consumption Savings *Source: U.S. Environmental Protection
Slide 54: Greening in Action
Greening in Action E NVIRONMENT Delta is committed to innovations and initiatives that generate positive environmental impact, mitigate negative effects, and build a better tomorrow for all. SBTi NET ZERO COMMITMENT GREEN BUILDING INTERNAL CARBON PRICING Delta is committed to achieving SBTi- Delta g
Slide 55: Stronger Together
Stronger Together S OCIAL Our sustainable business is only possible through socially responsible actions and contributions to the well- being of our employees, communities, and the country. DELTA EMPLOYEE & FAMILY DELTA ANGEL FUND DELTA AUTOMATION ACADEMY SCHOLARSHIP Since 2016, the Delta–DIPROM Ang
Slide 56: Accountability that Builds Trust
Accountability that Builds Trust G OVERNANCE Delta believes good governance enables ethical and sustainable business growth without sacrificing the needs of our stakeholders. WHISTLE BLOWING ANTI-CORRUPTION ETHICAL BUSINESS Delta Thailand offers rewards to Delta Thailand is certified by the Certifie
Slide 57: Awards & Recognition
Awards & Recognition 2021 - 2025 2024 2012, 2023 Member of Dow Jones ASEAN Energy The Prime Sustainability Awards Minister’s Dow Jones World Index Cutting-Edge Best Industry Sustainability Technology – Award World Index By S&P Global Energy Efficient Building By Ministry of Industry By ASEAN Centre
Slide 58: Smarter. Greener. Together.
Smarter. Greener. Together. To learn more about Delta, www.DeltaThailand.com please visit www.DeltaThailand.com or scan the QR code
Delta Electronics Pcl New — Q2 2026 Earnings Presentation on 6ix