Daxin Materials Corporation · TWSE:5234
Daxin Materials — Investor Conference 2026
21 slides from Daxin Materials's conference presentation, Feb 26, 2026
Slide 1: Investor Conference
Daxin proprietary & strictly confidential 達 興 材 料 A Materials Design House and More Investor Conference 2026.02.26
Slide 2: Disclaimer
Disclaimer DAXIN’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements. Except as required by law, we undertake no obligation to update
Slide 3: Agenda
Agenda Company Profile Operating Result Outlook Q&A Daxin proprietary & confidential 2 / 19
Slide 4: Company Profile
Daxin proprietary & strictly confidential Company Profile Daxin proprietary & confidential 3 / 19
Slide 5: Company Profile
Company Profile July 12th, 2006 Foundation (JV of AUO & Eternal Chemical) Paid-in capital 1,027 million NTD 439 (until Jan., 2026) Employees R&D >50% IPO on TAIEX July, 16th, 2012 (Code：5234) Revenue Y2025：4,630 million NTD Semiconductor Materials Major Display Materials products Key Raw Materials O
Slide 6: Operation Results
Daxin proprietary & strictly confidential Operation Results Daxin proprietary & confidential 5 / 19
Slide 7: Consolidated Statements of Comprehensive Income-1
Consolidated Statements of Comprehensive Income-1 Unit：NTD M 2025 Q4 2025 Q3 QoQ 2024 Q4 YoY Operating revenue 1,186.4 100.0% 1,186.2 100.0% 0.0% 1,067.4 100.0% 11.1% Operating costs 696.8 58.7% 715.6 60.3% (2.6%) 664.6 62.3% 4.9% Gross profit from operations 489.6 41.3% 470.6 39.7% 4.0% 402.9 37.7%
Slide 8: Consolidated Statements of Comprehensive Income-2
Consolidated Statements of Comprehensive Income-2 Unit：NTD M 2025 2024 YoY Operating revenue 4,629.8 100.0% 4,117.8 100.0% 12.4% Operating costs 2,750.3 59.4% 2,600.0 63.1% 5.8% Gross profit from operations 1,879.5 40.6% 1,517.8 36.9% 23.8% Selling expenses 217.8 4.7% 196.2 4.8% 11.0% Administrative
Slide 9: Revenue & Gross margin
Revenue & Gross margin Daxin proprietary & confidential 8 / 19 Daxin proprietary & strictly confidential
Slide 10: Revenue by Product
Revenue by Product Daxin proprietary & confidential 9 / 19 Daxin proprietary & strictly confidential
Slide 11: Consolidated Balance Sheets Highlights
Consolidated Balance Sheets Highlights Unit：NTD M 2025/12/31 2024/12/31 YoY YoY % Cash and cash equivalents 247 4.8% 195 3.9% 52 26.9% Current financial assets at 1,378 26.9% 1,424 28.8% (46) (3.2%) amortized costs Accounts receivable 1,174 23.0% 1,133 22.9% 41 3.6% Inventories 416 8.1% 380 7.7% 36
Slide 12: Consolidated Cash Flows Highlights
Consolidated Cash Flows Highlights Unit：NTD M 2025 2024 Income before tax 884 659 Depreciation and amortization 272 271 Other operating activities (85) 27 Net cash flows from operating activities 981 865 Acquisition of property, plant and equipment (267) (190) Financial assets at amortized cost 46 (
Slide 13: Dividend Policy
Dividend Policy High Payout Ratio Policy Cash Stock Dividend Year EPS Dividends Dividends Payout Ratio 2025 7.37 6.5 0.0 88% 2024 5.56 5.0 0.0 90% 2023 5.10 4.1 0.0 80% 2022 4.15 3.3 0.0 80% 2021 6.62 5.3 0.0 80% 2020 6.15 5.0 0.0 81% Daxin proprietary & confidential 12 / 19 Daxin proprietary & st
Slide 14: Outlook
Daxin proprietary & strictly confidential Outlook Daxin proprietary & confidential 13 / 19
Slide 15: Our Products
Our Products Semiconductor Materials Display Materials Key Raw Materials ◆ Wafer Process ◆ LCD ◆ Functional Monomers (Advanced Process, Mature Process) (Color Filter, Cell, Array) (Electronic Materials, Display, Bio) ◆ Advanced Packaging ◆ MicroLED ◆ High-Purity Polymers (Fan-out, 2.5D, 3DIC) ◆ EPD
Slide 16: SEMI Achievements & Operation Plans
SEMI Achievements & Operation Plans Co-Development with HVM Independent Co-Development with Operational Focus Development Leading SEMI Companies Leading SEMI Chemical Verification Companies Evaluation Laser release layer Bevel sealant PR stripper A Advanced Highly-selective etchant Thick PR stripper
Slide 17: SEMI Revenue
SEMI Revenue Full-year 2025 semiconductor revenue reached NTD 773 million, accounting for 16.7% of total revenue, representing a 107.8% increase compared to NTD 372 million in the same period of 2024. Daxin proprietary & confidential 16 / 19
Slide 18: Display Achievements & Operation Plans
Display Achievements & Operation Plans Introduce material designs that de- High-sensitivity PS, high-coating-speed PS, and mura-free bottleneck manufacturing processes PSA PI, helping customers improve capacity and yield. Strengthen sustainable cost- Optimize manufacturing processes and increase the
Slide 19: 2026 Business Outlook
2026 Business Outlook Looking ahead to 2026, we expect to maintain steady operational expansion with growth momentum poised to accelerate. Semiconductor and Key Raw Materials • Pursue multiple business models in parallel to shorten time-to-market for new products and enhance growth momentum (1. In
Slide 20: Q&A
Daxin proprietary & strictly confidential Q&A Daxin proprietary & confidential 19 / 19
Slide 21: Thank you
Daxin proprietary & strictly confidential Thank you