Walsin Lihwa Corporation · TWSE:1605
Walsin Lihwa — Q4 2022 Earnings Presentation
13 slides from Walsin Lihwa's earnings presentation, Feb 24, 2023
Slide 1: Walsin Lihwa Corporation Investor Conference for 2022 Q4
C級：一般資料 Walsin Lihwa Corporation Investor Conference for 2022 Q4 2023/02/24 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 ▪ Update Capex & Critical Investment ▪ 2022 Q4 Operating Results ▪ Appendix -- Segment Definitions 3 C級：一般資料
Slide 4: Update Capex & Critical Investment
C級：一般資料 Update Capex & Critical Investment Critical Investment Current progress Estimated time Equity transfer was completed on Cogne 2022/11/30 and Cogne has become a Profit injection will begin in 2023Q1 subsidiary of Walsin. Stainless Progress of project Steel BG Cold Finished Bar and (1) Wire ro
Slide 5: Effectively Enhance Operating Profit
C級：一般資料 Effectively Enhance Operating Profit Wire & Cable/Stainless steel/Resource Commercial real estate Long-term investment Others Borrego profit EPS(NTD dollar) Net income after tax (NTD 100 million) 270 5.45 5 240 194 4.27 210 4 180 146 3 150 120 2.04 2 90 67 60 0.95 1 32 30 0 0 2019 2020 2021
Slide 6: 2022 Q4 Financial Results
C級：一般資料 2022 Q4 Financial Results ▪ The Net Income for 2022FY was NT$ 19.35 billion, with EPS of NT$ 5.45 In NTD 100 million 2021Q4 2022Q3 2022Q4 2021FY 2022FY Revenue 464.3 436.2 437.4 1,567 1,804 Gross profit 84.6 31.3 34.6 198.1 173.5 Net Income 46.5 94.6 6.0 146.4 193.5 Earnings Per Share (NTD)
Slide 7: 2022 Q4 Operating Results by Segment
C級：一般資料 2022 Q4 Operating Results by Segment Manufacturing Segments Long-Term Investments, Others NTD 100 million NTD 100 million 7 C級：一般資料
Slide 8: 2022 Q4 Financial Results: Total Assets and Liabilities
C級：一般資料 2022 Q4 Financial Results ▪ Total Assets and Liabilities NTD 100 million NTD 100 million 8 C級：一般資料
Slide 9: 2022 Q4 Financial Results: Cash Flow
C級：一般資料 2022 Q4 Financial Results ▪ Cash Flow NTD 100 million 194 9 C級：一般資料
Slide 10: Thank You
C級：一般資料 THANK YOU IR@walsin.com http://www.walsin.com/ 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),Cogne ▪ Wire and Cable Segment: Hsinchuang Plant, Yangmei Plant, Dongguan Walsin, Shanghai Walsin ▪ Resource Business: WN
Slide 13: Segment Definitions (cont.)
C級：一般資料 Segment Definitions (cont.) Stainless Wire and Long-term Resource BG Steel BG Cable BG Investment WNII Hsinchuang Yenshui Winbond [NPI] [cable] PT. Sunny Yangmei Walsin Yantai Taichung Technology Jiangying Metal [copper wire] [nickel matte] Dongguan Walton Nanjing Changshu Yantai IWM Walsin