Ginar Technology Co., Ltd. · TPEX:6151
Ginar Technology — Masterlink Securities Webcast Investor Conference 2024
24 slides from Ginar Technology's conference presentation, Dec 19, 2024
Slide 1: Ginar Technology Co. Ltd. Institutional Investor Conference
晉倫科技股份有限公司 GINAR TECHNOLOTY Co. Ltd. Company Institutional Investor Conference (Stock symbol ：6151) Presenters : Mr.Yuan Chen Chern managing director
Slide 2: Disclaimer
免責聲明 Disclaimer 本簡報係本公司於簡報當時之主、客觀因素，對過去、現在及未來之營運 彙總與評估；其中含有前瞻性之論述，將受風險、不確定性及推論所影響， 部份將超出我們的控制之外，實際結論可能與這些前瞻性論述大為不同。 所提供之資訊(包含對未來的看法)，並未明示或暗示地表達或保證其具 有正確性、完整性及可靠性；亦不代表本公司、產業狀況及後續重大發展之 完整論述。 本簡報中對未來的展望，反應公司截至目前為止之看法。這些若有任何變更 或調整時，本公司並不負責隨時提醒及更新。 • This presentation is a summary and evaluation of the c
Slide 3: Briefing outline
Briefing outline Company Profile Industry and market overview Operational status Future development plans
Slide 4: Company Profile
Company Profile 1. Founded in July 1982 (42 years of composite material development technology) / February 2002 stock was traded on the counter 2.Capital：NT$553 million 3. Revenue: NT$1558 million; After-tax benefit: $85 million (Group merger in 2023) 4. Person in charge and founder: Chun-Chung Chun
Slide 5: Company Profile - Production base
Company Profile 7.Production base： Taiwan Dayuan Factory Jiangsu Province Huai'an Factory Land area：9,781㎡ Land area ：54,360㎡ Building area：14,927㎡ Building area ：17,255㎡ Capacity ：20,000MT Capacity ：15,000MT Number of employees ：75 Number of employees ：75 Revenue ratio ：50% Revenue ratio ：50% GINAR
Slide 6: Company Profile - Vietnam Factory
Company Profile 7.Production base： Vietnam Factory Building area：2,700㎡ Capacity ：5,000MT Number of employees ：10 GINAR TECHNICAL PLASTIC (VIETNAM) COMPANY LIMITED Nha Xuong A-17A18,Lo A-17-Cn,Duong Nx6,Khu Cong Nghiep Tel: +84-274-3801768 Fax: +84-274-3801769
Slide 7: Products & Brands
Industry and market overview Products & Brands Mapex® resin (PA) Aplax® resin (PP) Bipex® resin (PBT) Kapex® resin (PC, PC / ABS) Gitop resin (PPA) Functional composite plastic materials
Slide 8: Important uses of major products
Industry and market overview MAPEX® Nylon Nylon (PA) composite material series, with high strength, high impact, wear Important uses of major products resistance, and high heat resistance and other mechanical properties, and widely used in the automotive industry and electronic parts industry, such
Slide 9: Product application - Electronics and electrical
Industry and market overview - Product application Electronic Motors - Electrical Application Materials - Power Distribution • Miniature circuit breaker • Housing Electronic motor - electric vehicle charging connector • Contactors Relays/terminal blocks • Industrial controls • Switch base • Residual
Slide 10: Product application - Automotive industry
Industry and market overview - Product application Application of engineering plastics in the automotive industry
Slide 11: Product application - Automotive parts
Industry and market overview - Product application Automotive parts (Intake manifold) (Exterior trim - car bumper) (Water chamber system) (Hood trim) (Interior parts - instrument panel assembly and door panels)
Slide 12: Product application - Sports industry
Industry and market overview - Product application Sports industry - bicycles Sports industry - Fishing reels • saddle • Gear lever • Chain/brake cover • gearbox • pedal • Metal replacement • Lamp holder • Pursuing weight reduction • Bottle holder • Pump • Sports helmet inner cage • Cycling sole Spo
Slide 13: Product application - Daily consumer materials
Industry and market overview - Product application The material used daily by consumers – The material used daily by consumers – Strollers, chair frames washing machines • chair • Front armrest/bracket • Bottom part • Washing machine bucket • Joint • Electromagnetic valve • wheel • bracket • wheels
Slide 14: Product application - Consumer electronics
Industry and market overview - Product application Consumer Electronics Materials - Notebook Components Consumer Electronics Materials - Displays/Screens Consumer Electronics Materials - Backlight Module
Slide 15: Product application - Semiconductor materials
Industry and market overview - Product application Semiconductor Materials- Mask Package Semiconductor Materials- Wafer Cassette Semiconductor Materials- Carrier Tape
Slide 16: Percentage of Product Sales
Industry and Market Overview - Percentage of Product Sales The proportion of revenue of major Regional proportion of product sales in the products in the first three quarters of first three quarters of 2024 2024 Oceania2.01% 22年前三季主要產品營收比重 其他2.59% PP Asia(excluding China) 9.82 Taiwan PC 13.15% 24.36
Slide 17: Percentage of Product Sales - Downstream applications
Industry and Market Overview - Percentage of Product Sales In the first three quarters of 2024, the The proportion of domestic and foreign sales proportion of downstream application of major in the first three quarters of 2024 products Electronics Transportation Export 30% equipment 25.4% 40% Domest
Slide 18: Operational status - Brief balance sheet
Operational status-2022～ September 2024 Brief balance sheet
Slide 19: Operational status - Revenue and volume
Operational status-2022～ September 2024 Revenue and volume Net operating income (million yuan) Sales volume (MT) 1,800,000 18,000 1,600,000 16,000 1,400,000 14,000 1,200,000 12,000 1,000,000 10,000 800,000 8,000 600,000 400,000 6,000 200,000 4,000 0 2,000 營業收入淨額(仟元) 0 2022年 1,701,587 銷量(MT) 2023年 1,
Slide 20: Operational status - Gross profit margin
Operational status- Gross profit margin and other graphs for the first three quarters of 2022~2024 Gross margin, operating net profit margin and pre-tax net profit margin curve for the first three quarters of 2022~2024 25.00 23.00 21.00 (%) 19.00 17.00 15.00 13.00 11.00 9.00 7.00 5.00 3.00 2022年 202
Slide 21: Earnings per share, cash dividend and return on equity
Operational status-Earnings per share, cash dividend and return on shareholders' equity for the last three years Earnings per share and gold dividend (yuan) Return on Shareholders' Equity (%) EPS Cash dividend 4.04 4.10 25.00% 3.80 3.50 21.80% 3.00 3.20 20.00% 2.90 2.60 2.30 2.00 15.00% 1.87 2.00 1.
Slide 22: Future development plan - new products, new technologies, high quality
Future development plan - new products, new technologies, high quality The modified plastics business welcomes the upgrading of product structure and the improvement of the industrial chain Modified plastics have low gross profit margins and are susceptible to fluctuations in upstream raw material p
Slide 23: Future development plans - Research development
Future development plans - Research development R&D policy ： Develop towards the trend of functionality, high strength, high temperature resistance and plastic instead of steel functionality, and focus on energy saving, carbon reduction, Development of environmentally friendly reuse materials, as we
Slide 24: Thank you for your participation - Q & A
GINAR TECHNOLOGY CO.,LTD Stock symbol ：6151 Thank you for your participation !! Spokesman：Eric Chien Q & A Tel ：03-3868820#150 mail： eric@ginar .com.tw
Ginar Technology — Masterlink Securities Webcast Investor Conference 2024 on 6ix