Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Forum by President Securities Corporation (June 2025)

15 slides from Pan Jit International's conference presentation, Jun 13, 2025

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2025 PANJIT International Inc. All rights reserved.

  2. Slide 2: Agenda

    May. 2025 ◼ About PANJIT ◼ 2025 Q1 Financial result ◼ Power Discrete & New Technology Focus ◼ Automotive 2 Copyright© 2025 PANJIT International Inc. All rights reserved.

  3. Slide 3: Group

    PANJIT International Inc. 2024 Revenue: NTD$ 12.5 Billion (2481.TW) Product: IC, MOSFET, SiC, IGBT, Diodes, TVS, ESD, Zener, Bridge, Transistor Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2024 Revenue: N

  4. Slide 4: 2025 Q1 Consolidated Income Statement

    2025 Q1 Consolidated Income Statement Unit: M' NTD 2025 Q1 2024 Q4 QoQ 2024 Q1 YoY Revenue 3,071.7 3,011.5 2.0% 2,909.1 5.6% Gross Profit 931.5 937.7 -0.7% 776.2 20.0% Gross Margin 30.3% 31.1% -0.8 ppts 26.7% 3.6 ppts Sales Exp. 176.0 208.2 -15.5% 163.8 7.4% Admin. Exp. 275.8 270.4 2.0% 231.3 19.2%

  5. Slide 5: Income Statement Key Indices

    Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 40% 31.1% 30.3% 3,011.5 3,071.7 26.7% 30% 2,909.1 3,000 20% 10% 2,000 0% 1Q24 4Q24 1Q25 1Q24 4Q24 1Q25 Revenue Gross Margin Operating Profit Margin Net Profit Margin 10% 12% 10.2% 7.5% 7.8% 7.5% 6.2% 4.8% 7% 5% 2% 0% 1Q24 4Q24 1Q25 1Q2

  6. Slide 6: Balance Sheet & Key Indices

    Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2025 Q1 2024 Q4 2024 Q1 Amount % Amount % Amount % Cash and Cash equivalents 2,298 7.8% 2,361 8.2% 2,722 9.4% Accounts Receivable 4,358 14.7% 3,940 13.7% 4,406 15.2% Inventories 2,713 9.2% 2,739 9.5% 2,949 10.2% Investments

  7. Slide 7: Balance Sheet Key Indices

    Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 1,500 846 10.2% 9.5% 9.2% 10% 500 (27) (183) 1Q24 4Q24 1Q25 5% (500) 1Q24 4Q24 1Q25 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 150 130 125

  8. Slide 8: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance JP US 1% China 3% Shandong Germany China Munich Xuzhou China South Korea SEA China 55% Wuxi / Suzhou Yongin 7% China Shenzhen/ Hong Kong U.S.A San Jose Korea 3.1B NTD Japan 1Q 25 Tokyo New U.S.A 9% India Taiwan Phoenix Revenue New Delhi New Taipei EMEA Bangalore T

  9. Slide 9: Market Segment

    Market Segment Application Field BJT 3% SiC 1% By Product 1Q 2025 EDS 5% Switching 6% Zener 6% MOSFET Automotive Industrial & 32% Lighting, Infotainment, Green Energy TVS 9% Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Robot, Medical Rectifier 13% Schott

  10. Slide 10: Revenue by Product

    Revenue by Product By Product By Product 1Q 2025 1Q 2024 BJT SiC BJT SiC ESD ESD 3% 1% 3% 1% 5% 5% Switching Switching 6% 5% Zener Zener 6% 6% MOSFET Schottky 32% 32% TVS 6% TVS 9% Rectifier 14% Rectifier Schottky MOSFET 13% 25% 28% 10 Copyright© 2025 PANJIT International Inc. All rights reserved.

  11. Slide 11: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment 1Q 2025 1Q 2024 Communication Communication 3% Power Supply 2% Power Supply 12% 13% Automotive Automotive 27% 32% Computing Computing 15% 15% Consumer Industrial & Industrial & 21% Green Energy Consumer Green Energy 16% 21% 23% 11 Copyrig

  12. Slide 12: Innovation for the Future Technology

    Innovation for the Future Technology 2024 2025 2026 2027 2028 SGT Gen.2 SGT Gen.3 SGT Gen.3 LV MOSFET N/P-Ch 30/40V Low RSP N-Ch 40V Low FOM N-Ch 40V Line up SGT Gen.2 SGT Gen.3 SGT Gen.3 SGT Gen.3 MV MOSFET N-Ch 80/100V N-Ch 100/80/60V N-Ch 150V N-Ch 60V-150V Line up Gen.2 FR Gen.2 FR Gen.1 Easy Ge

  13. Slide 13: Automotive

    Automotive 13 Copyright© 2025 PANJIT International Inc. All rights reserved.

  14. Slide 14: Automotive Business Y2025 Q1

    Automotive Business Y2025 Q1 Product Offering 2K+ Parts AEC-Q101 parts business trend Shipment 4.73B Pcs. in 2024 Worldwide 20+ Countries 1Q 25 YoY +26 % Serving over 300+ customers across the globe 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 Y 14

  15. Slide 15: Your Component Our Profession

    YOUR COMPONENT OUR PROFESSION

PANJIT International — Investor Forum by President Securities Corporation (June 2025) on 6ix