Walsin Lihwa Corporation · TWSE:1605
Walsin Lihwa — Q3 2022 Earnings Presentation
13 slides from Walsin Lihwa's earnings presentation, Nov 4, 2022
Slide 1: Walsin Lihwa Corporation Investor Conference for 2022 Q3
C級:一般資料 Walsin Lihwa Corporation Investor Conference for 2022 Q3 2022/11/04 1 C級:一般資料
Slide 2: Safe Harbor Notice
C級:一般資料 Safe Harbor Notice ▪ Walsin’s statements of its current expectations are forward looking subject to significant risks and uncertainties, and actual results may differ materially from these forward-looking statements. ▪ Except as required by law, Walsin assumes no obligation to update any for
Slide 3: Agenda
C級:一般資料 Agenda ▪ Future Strategies for Walsin ▪ 2022 Q3 Operating Results ▪ Appendix -- Segment Definitions 3 C級:一般資料
Slide 4: Future Strategies for Walsin
C級:一般資料 Future Strategies for Walsin Critical Investment Current progress Estimated time Equity transfer will be completed in Cogne 2022Q4 and Cogne will become a Inject profits will start in 2023 Q1 Stainless subsidiary of Walsin . Steel BG Cold Finished Bar and Progress of project Mass production
Slide 5: Strive for High Value-Added Revenue Growth
C級:一般資料 Strive for High Value-Added Revenue Growth Others Commercial real estate Resource Stainless steel NTD 100 million Wire & Cable (exclude NWM) Wire & Cable (NWM) Total (exclude NWM) Total 2,500 2,000 1,909 1,678 1,567 1,500 1,348 1,367 1,440 1,125 1,205 1,000 1,172 500 - 2017 2018 2019 2020 20
Slide 6: Enhance Walsin Profit Stability
C級:一般資料 Enhance Walsin Profit Stability 2020 Net income after tax (NTD 100 million) 200 35% 150 2021 100 50 68% 0 2017 2018 2019 2020 2021 2022YT9 2022YT9 Others -50 Long-term investment Commercial real estate Wire & Cable/Stainless steel/Resource 80% Note:Long-term investment in 2022YT9 excludes on
Slide 7: 2022 Q3 Financial Results
C級:一般資料 2022 Q3 Financial Results ▪ The Net Income for 2022Q3 was NT$ 9.46 billion, with EPS of NT$ 2.63. In NTD 100 million 2021YT9 2022YT9 2021Q3 2022Q2 2022Q3 Revenue 1,102 1,367 422.6 504.8 436.2 Gross profit 113.5 138.8 52.8 52.6 31.3 Net Income 99.9 187.5 45.2 54.6 94.6 Earnings Per Share (NTD
Slide 8: 2022 Q3 Operating Results by Segment
C級:一般資料 2022 Q3 Operating Results by Segment Manufacturing Segments Long-Term Investments, Others NTD 100 million NTD 100 million 8 C級:一般資料
Slide 9: 2022 Q3 Financial Results: Total Assets and Liabilities
C級:一般資料 2022 Q3 Financial Results ▪ Total Assets and Liabilities NTD 100 million NTD 100 million 9 C級:一般資料
Slide 10: 2022 Q3 Financial Results: Cash Flow
C級:一般資料 2022 Q3 Financial Results ▪ Cash Flow NTD 100 million 233 10 C級:一般資料
Slide 11: Appendix
C級:一般資料 Appendix 11 C級:一般資料
Slide 12: Segment Definitions
C級:一般資料 Segment Definitions ▪ Stainless Steel Segment: Yenshui Plant, Taichung Plant, Yantai Walsin, Jiangying Walsin (Alloy), Changshu Walsin and Jiangying Walsin (Steel & Wire) ▪ Wire and Cable Segment: Hsinchuang Plant, Yangmei Plant, Dongguan Walsin, Shanghai Walsin ▪ Resource Business: WNII(Nic
Slide 13: IR@walsin.com
C級:一般資料 IR@walsin.com http://www.walsin.com/ 13 C級:一般資料