Pan Jit International Inc. · TWSE:2481
Pan Jit International — Online Investor Conference by President Securities Corporation (December 2023)
7 slides from Pan Jit International's conference presentation, Dec 28, 2023
Slide 1: PANJIT International Inc
PANJIT International Inc Copyright© 2023 PANJIT International Inc. All rights reserved.
Slide 2: PANJIT Global Footprint at a Glance
PANJIT Global Footprint at a Glance US 3% China Shandong NEA GC Germany 8% 60% Munich China Xuzhou South Korea Suwon SEA 9.7B NTD 5% Q1 - Q3 23 China Wuxi / Suzhou U.S.A Revenue Japan San Jose EMEA Shin-Yokohama 10% Taiwan U.S.A India Phoenix Bangalore Taipei TW Taiwan 14% Hsinchu China Shenzhen / H
Slide 3: Market Segment
Market Segment Application Field BJT 3% SiC 1% By Product ESD 4% Q1 - Q3 23 Switching 6% Zener 6% Schottky Automotive Industrial & TVS 7% 33% Lighting, Body & Comfort, Green Energy Infotainment, Pump, PV Inverter, DC fan, Robot, On Board Charger Server fan, EV charger, Rectifier 12% MOSFET Motor 28%
Slide 4: 1Q-3Q'23 Key index
1Q-3Q’ 23 Key index YTD 3Q’ 23 Revenue 9,677 M NTD YTD 3Q’ 23 Opex 1,755M NTD YTD 3Q’ 23 Net Profit 829M NTD 10,370 1,828 2,500 15.5% 1,755 9,677 15.0% 2,000 8.6% 1,609 10.0% 1,500 5.0% 1,000 829 0.0% 500 -5.0% - -10.0% 1Q-3Q 22 1Q-3Q 23 1Q-3Q 22 1Q-3Q 23 1Q-3Q 22 1Q-3Q 23 Sales exp Adm exp R&D exp
Slide 5: 1Q-3Q'23 Key index
1Q-3Q’ 23 Key index 3Q'23 Inventory 3,158M NTD 3Q’23 Inventory Turnover Days 119day 3,687 143 120 119 3,283 3,158 3Q'22 2Q'23 3Q'23 3Q'22 2Q'23 3Q'23 5 Copyright© 2023 PANJIT International Inc. All rights reserved.
Slide 6: Q&A
Q&A 6 Copyright© 2023 PANJIT International Inc. All rights reserved.
Slide 7: YOUR COMPONENT OUR PROFESSION
YOUR COMPONENT OUR PROFESSION