National Aerospace Fasteners Corporation · TWSE:3004
National Aerospace Fasteners — NAFCO Investor Conference 2026
32 slides from National Aerospace Fasteners's conference presentation, May 26, 2026
Slide 1: NAFCO Investor Conference
NAFCO INVESTOR CONFERENCE 2026.05.26 Integrating the world's most advanced engines with uncompromising aerospace fasteners 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation
Slide 2: Disclaimer
DISCLAIMER • THIS PRESENTATION AND RELEASE CONTAIN “FORWARD -LOOKING STATEMENTS” WHICH MAY INCLUDE PROJECTIONS OF FUTURE RESULTS OF OPERATIONS, FINANCIAL CONDITION OR BUSINESS PROSPECTS BASED ON OUR OWN INFORMATION AND OTHER SOURCES. • OUR ACTUAL RESULTS OF OPERATIONS, FINANCIAL CONDITION OR BUSINES
Slide 3: Agenda
Agenda Business Introduction and 1 Finance Performance President Alvin Lin 2 Q&A 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 3
Slide 4: Business Overview
Business Overview 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 4
Slide 5: Production Sites and Company Profile
PRODUCTION SITES Taoyuan, Taiwan： Corporate Headquarters: Taoyuan, Taiwan Land 45,000 m² / Floor space ：46,700 m² Production Facilities: Taoyuan, Taiwan ·Kunshan, China · China Negeri Sembilan, Malaysia COMPANY PROFILE Taiwan FOUNDED : OCTOBER 14, 1997 Kunshan, China: Floor space 10,000 m² IPO : 200
Slide 6: Certified Supplier to the Four Major Aerospace Engine Manufacturers
NAFCO : Certified Supplier to the Four Major Aerospace Engine Manufacturers 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation
Slide 7: Full penetration across Tier-1 OEM engine programs
NAFCO : Full penetration across Tier-1 OEM engine programs NAFCO Engine Market Positioning: A core strategic partner in next-generation engine platforms ` CFM / GE Rolls-Royce Pratt & Whitney LEAP Trent 700 PW1100G CFM56 Trent 800 PW1500G GE90 Trent 900 PW800 GEnx Trent 1000 GE9X Trent XWB CF6 RB211
Slide 8: Strategic Partners
Strategic Partners 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 8
Slide 9: NAFCO Products
NAFCO PRODUCTS Range of Application • Aviation • Space • Land • Marine Aviation product Application Power Offshore platform generator Marine Space New Energy Automotive Application 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 9
Slide 10: 2020 ~ 2026 Q1 Revenue Trend and Product Proportion
2020 ~ 2026 Q1 Revenue Trend Product Proportion ( 2026 Q1 ) 5000 INDUSTRIAL 4,055 FASTENERS 7% 4000 AEROSPACE million $NT MACHINING PARTS 3000 31% Aerospace Fasteners 2000 62% 1,204 1000 2025 Q1 : 936 M 0 2020 2021 2022 2023 2024 2025 2026 Q1 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporat
Slide 11: Business Development
BUSINESS DEVELOPMENT Supply chain Shortages 1600 1441 1400 Full Capacity NUMBER OF NEW PRODUCT Utilization / 1200 Priority Order INTRODUCTION Allocation 1000 852 734 800 655 600 400 200 0 2020 2021 2022 2023 2024 2025 2026 ◼ Production is currently at full capacity, with priority given to fulfilling
Slide 12: Core Development Directions
Core Development Directions Building sustainable long-term competitive advantages in aerospace components through technology upgrades, product differentiation, smart manufacturing, and operational excellence ❶ ｜Enhancing Production Capacity and Technological Capabilities ❷ ｜strategic Focus on Safety
Slide 13: Aerospace Product Portfolio, Technology Deepening, and Cross-Process Integration
Aerospace Product Portfolio, Technology Deepening, and Cross-Process Integration Integrated Technology, Core Capability Enhancement & Diversified Expansion Niche Leadership Diversified Growth Intelligent Strategy Manufacturing & Automation Modular Fastening Systems Simulation Digital Intelligence Ae
Slide 14: Automotive Product Development Focus – Customization & Special Functions
Automotive Product Development Focus – Customization & Special Functions Leveraging existing automotive rivet nut design and manufacturing capabilities to expand into the aerospace blind rivet segment. Applying bolt and rivet nut technologies to rivet products Continuous research and development ⚫ I
Slide 15: Global Aerospace Market Trends
Global Aerospace Market Trends 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 15
Slide 16: Global Aerospace Market Trends × Supply Chain Resilience and De-risking
Global Aerospace Market Trends × Supply Chain Resilience and De-risking Supplier selection is shifting from cost to reliability and stability, with customers placing greater emphasis on delivery commitments and predictability ◼ Record-Breaking Growth in Commercial +500 +20.6% Aviation( 2025) million
Slide 17: Aircraft Production Plans
Aircraft Production Plans Airbus Monthly Production Target: 60 Aircraft in 2025, Rising to 75 by 2027 Boeing Monthly Production Target: 38 Aircraft in 2025, Increasing to 48 in 2026 and 52 by 2027 Boeing 737 MAX Incident COVID-19 Supply Chain 2500 Shortages New Aircraft ⚫ ⚫ 2052 Production: 2000 160
Slide 18: Leading the Market in Next-Generation Aero Engines
Leading the Market in Next-Generation Aero Engines ⚫ LEAP and GTF dominate the global narrow-body aircraft ⚫ RR leverages its high-efficiency three-shaft market, with CFM and PW expected to sustain a duopoly technology to secure a leading position in over the next 20 years. the large wide-body aircr
Slide 19: LEAP and GTF deliveries in 2026 expected to exceed 2025 levels
LEAP and GTF deliveries in 2026 are expected to exceed 2025 levels LEAP Deliveries 3,000 2,500 2,500 +28% vs. 2024 GTF Delivers 2,000 2,000 1,802 1,570 1,500 1,407 1,136 +63% vs. 1200 996 1000 1100 1,000 2025 Q1 1000 850 780 Industry Forcast Estimates 800 319 520 600 500 400 200 0 0 2022 2023 2024 2
Slide 20: Demand in the aerospace MRO market continues to grow
Demand in the aerospace MRO market continues to grow Strong demand for aerospace hardware, including fasteners, in the MRO market—particularly driven by post- pandemic engine reactivation and delays in new engine deliveries 5,000 (LEAP / GTF) 4,500 Next-Generation Engines 4,000 (CFM56 / V2500) (LEAP
Slide 21: Industrial Gas Turbines – Aerospace Engine Adjacent Market
Industrial Gas Turbines – Aerospace Engine Adjacent Market (Excluding Large-Scale Power Generation Turbines) ⚫ The IGT market is expected to grow from approximately USD 10.5 billion in 2026 to around USD 20–21 billion by 2030 Key Drivers of Industrial Gas Turbine Demand Growth 1. Increasing LNG (Liq
Slide 22: 2026 Middle East Conflict – Impact on High-Nickel Alloy Aerospace Engine Fasteners
2026 Middle East Conflict – Impact on High-Nickel Alloy Aerospace Engine Fasteners Engine Fastener Demand Remains Resilient 2026 Extended Flight Routes: Europe–Asia sectors increased by 2+ hours on average Longer Flight Routes 0 1 2 3 4 5 ⚫ Middle East Conflict: Extended flight routes and increased
Slide 23: Our Strategic Initiatives in Response to Market Uncertainties
Our Strategic Initiatives in Response to Market Uncertainties Through four strategic pillars, we enhance quality and cost control, build technological advantages, reduce geopolitical risks, and continuously improve delivery reliability and predictability Vertical Integration Flexible Production
Slide 24: Malaysia Investment Plan
Malaysia Investment Plan MY NAFCO PRECISION SDN.BHD. 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 24
Slide 25: MY NAFCO PRECISION SDN.BHD. Investment Plan
MY NAFCO PRECISION SDN.BHD. Investment Plan Internationalization and regionalization strategy: shifting manufacturing closer to end markets and upstream customer clusters Machining capabilities to be established in phases at the Malaysia plant. Malaysia Aerospace Industry Environment •Major MRO Hubs
Slide 26: MY NAFCO PRECISION SDN.BHD. Certification Status and Timeline
MY NAFCO PRECISION SDN.BHD. Aerospace System Certification Status M1 Sendayan Tech Valley M4 M3 M1 M2 • M3 existing facility • M1 existing facility M2 M3 Legend: 3rd Party Customer • M2 Plant Scheduled for • Occupancy Permit Expected in 2Q26; Completion in 4Q27 Equipment Installation in 4Q26 • Obtai
Slide 27: Finance Performance
FINANCE PERFORMANCE 豐 達 科 技 股 份 有 限 公 司 27 National Aerospace Fasteners Corporation
Slide 28: Revenue, Net Income and EPS
Revenue, Net Income and EPS 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 28
Slide 29: Equity and Equity per share
Equity and Equity per share 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation 1
Slide 30: Dividends and Payout Ratios Over the Past Five Years
Dividends and Payout Ratios Over the Past Five Years 2021 2022 2023 2024 2025 Sales revenue(NT$ million) 1,426 2,193 3,071 3,502 4,055 Net profit after tax (NT$ million) (97) 150 308 376 331 EPS：(NTD) (1.84) 2.85 5.77 6.88 5.85 Dividend(Cash：NTD) - 1.02 2.5 3.01 2.55 Dividend rate % - 36% 43% 44% 44
Slide 31: Capital Expenditures
Capital Expenditures 2025Q1 147M 豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation
Slide 32: National Aerospace Fasteners Corporation
豐 達 科 技 股 份 有 限 公 司 National Aerospace Fasteners Corporation
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