Superalloy Industrial Co., Ltd. · TWSE:1563
Superalloy Industrial — Investor Presentation (August 2026)
17 slides from Superalloy Industrial's investor presentation, Aug 10, 2026
Slide 1: SuperAlloy Industrial Co. (1563 TT) Investor Presentation
SuperAlloy Industrial Co. (1563 TT) Investor Presentation
Slide 2: Disclaimers
Disclaimers The information contained in this confidential document ("Presentation") has been prepared by SuperAlloy Industrial Company Ltd. (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has
Slide 3: Agenda
Agenda 2Q26 Results And Guidance SAI’s Growth Strategy And Goals Q&A 3
Slide 4: 2Q26 Results And Guidance
a“ I> ay, 2026 Results And Guidance is
Slide 5: 2Q26 Income Statement
2Q26 Income Statement YoY NT$ million 2Q26 1Q26 2Q25 QoQ % % Net Revenue 1,980 1,872 1,715 5.76 15.45 Gross Profit 482 412 340 16.90 41.83 Gross Margin 24.32% 22.01% 19.80% 10.53 Operating Expenses 287 249 196 15.34 46.12 SG&A percent of Sales 14.49% 13.29% 11.45% 9.05 Operating Income 195 163 143 1
Slide 6: 2Q26 Balance Sheet
2Q26 Balance Sheet 1Q26 4Q25 1Q25 QoQ YoY NT$ million (%) (%) $ % $ % $ % Cash and Cash Equivalents 2,765 14 3,213 16 1,265 7 (13.9) 118.6 Notes & Accounts Receivable, Net 953 5 762 4 1,179 7 25.1 (19.1) Inventories 6,240 31 6,307 32 6,244 36 (1.1) (0.1) Other Current Assets 931 5 156 1 637 4 496.6
Slide 7: 2Q26 Balance Sheet (NT$ million)
2Q26 1Q26 2Q25 QoQ YoY NT$ million (%) (%) $ % $ % $ % Cash and Cash Equivalents 3,498 18 2,765 14 2,452 13 26.5 42.7 Notes & Accounts Receivable, Net 1,067 5 953 5 992 5 11.9 7.6 Inventories 5,946 30 6,240 31 6,372 35 (4.7) (6.7) Other Current Assets 246 1 931 5 415 2 (73.6) (40.7) Long-term Invest
Slide 8: 2026 Outlook
2026 Outlook APITAL STRUCTUR Optimizing Capital Structure Driving Sustainable Aluminum Circularity 2024/10 -25% 2026/01 ® Continuous capacity expansion at Pingtung and Chiayi new plants @ Sustained Recycled Aluminum sales > Inventory optimization > Robust cash flow N NDU R JIPMENT 2028 Non-Mobile Ex
Slide 9: SAI’s Growth Strategy And Goals
SAI’s Growth Strategy And Goals 9
Slide 10: Entering Advanced Nodes: From Wheels to Semiconductors
Entering Advanced Nodes: From Wheels to Semiconductors SAI began developing raw materials and optimizing processes for key components and consumables used in front-end equipment for advanced semiconductor processes three years ago. Backed by four core strengths, the company aims to become a vital fo
Slide 11: Four Core Strengths in Entering the Semiconductor Industry
Four Core Strengths in Entering the Semiconductor Industry Over 30 Years of Expertise in Key Role in Import Enabler of Supply Chain Advantages in Efficiency Aluminum Development Substitution Decentralization and Cost With over three decades of forging By producing ultra-pure forged As global semicon
Slide 12: Market Dynamics & Industry Challenges
Market Dynamics & Industry Challenges Pain Point 1: High Machining Costs & Substantial Material Waste Critical semiconductor chamber components traditionally rely on CNC machining of imported rolled aluminum plates. Over 70% of raw material is removed during processing, driving up production costs a
Slide 13: Semiconductor Industry – Target Customers
Semiconductor Industry – Target Customers 13
Slide 14: Long-term Strategic Objectives for Semi Applications
Long-term Strategic Objectives for Semi Applications 14
Slide 15: Global semiconductor aluminum market size estimation
Global semiconductor aluminum market size estimation 15
Slide 16: SAI’s Core Value Proposition and Growth Strategy
SAI’s Core Value Proposition and Growth Strategy 16
Slide 17: Q&A
Q&A 17
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