Nan Ya Printed Circuit Board Corporation · TWSE:8046
Nan Ya Printed Circuit Board — Nan Ya PCB — Q1 2025 Earnings Presentation
14 slides from Nan Ya Printed Circuit Board's earnings presentation, Jun 5, 2025
Slide 1: 2025 Q1 Operation Briefing of Nan Ya PCB Corp.
2025 Q1 Operation Briefing of Nan Ya PCB Corp. June 5th 2025
Slide 2: Disclaimer
Disclaimer The description of historical events might include the information that was not reviewed by accountants. Thus, it might be insufficient to fully exhibit the financial status or operation results of Nan Ya PCB Corp. The actual operation results, financial status, and sales outlook in the f
Slide 3: Agenda
Agenda • Company Profile • Financial Status • Future Product Development • Operational Strategies in 2025
Slide 4: Company Profile: Business Overview
Company Profile Business Overview Subsidiary Company of Nan Ya Plastics Corp. Manufacture and Sell IC Substrates and PCBs 2025 Q1 Consolidated Revenues: NTD 8.5 Billion Market Value: NTD 65.3 Billion(March 31st 2025) Production Locations：Taiwan and China 1
Slide 5: Company Profile: Milestone
Company Profile Milestone PCB Business Reinvested in Mass Production Started to Produce ABF Started at Nan Ya Nan Ya PCB of Flip-chip Listed on Taiwan Started to Produce Substrate at Kun-shan Plastics Kun-shan Company Substrate Stock Exchange SiP Substrate Campus 1985 1985 1999 2001 2006 2016 2021 1
Slide 6: Consolidated Revenues (IFRS) in Last Years
Financial Status Consolidated Revenues(IFRS) in Last 3 Years NTD Million +19.1% -43.6% Revenues in 2024 Q1were 43.6% lower than those in 2023Q1: Due to ongoing inventory correction in telecom, revenues in 2024Q1 were lower than those in the same period of 2023. Revenues in 2025Q1 were 19.1% grea
Slide 7: Quarterly Consolidated Revenues (IFRS) in a Year
Financial Status Quarterly Consolidated Revenues(IFRS) in a Year NTD Million +13.2% +7.5% -14.4% Revenues in 24Q3 were 13.2% greater than those in 24Q2: In 24Q3, high-end products such as 800G switch substrates entered mass production, with revenue growing compared to 24Q2. Revenues in 24Q4 were
Slide 8: Operation Profits (Losses) in Last Years
Financial Status Operation Profits(Losses) in Last 3 Years NTD Million % 25.2% +827.1 Mn 0.4% -3,959.2 Mn -11.2% Operation profits in 2024Q1 were decreasing NTD 3,959.2 Mn from 2023Q1: Due to weak demand in telecom products, the operating profit decreased. Operation profits in 2025Q1 were increa
Slide 9: Quarterly Operation Profits in a Year
Financial Status Quarterly Operation Profits in a Year NTD Million % 1.4% 0.4% -2.5% +332.0Mn +423.7Mn -5.0% -516.6Mn Operation profits in 24Q3 were increasing NTD 332.7 Mn from 24Q2: Due to the better product mix, 24Q3 profits increased from 24Q2. Operation profits in 24Q4 were decreasing NTD 5
Slide 10: Revenue Structure (By Applications)
Financial Status Revenue Structure(By Applications) The PC segment was affected by the traditional off-season for sales, resulting in a lower revenue contribution in 2025Q1. Benefiting from data center upgrades to networking equipment, demand for high-end switches increased, driving a higher rev
Slide 11: Revenue Structure (By Applications)
Financial Status Revenue Structure(By Applications) Consumer electronics customers accelerated inventory stocking to mitigate the risk of increased tariffs, resulting in higher related revenue in 2025Q1. Intense price competition in the automotive sector, along with supply chain disruptions, has
Slide 12: Future Product Development
Future Product Development Continue to Expand High Value Products ABF Substrate We will work closely with customers to develop application substrates for AI PC processors, AI GPU, AI ASICs, AI high-speed switches, WiFi 7 network chips, retimers, and high-end transceiver modules, thereby strengthen
Slide 13: Operational Strategies in 2025
Operational Strategies in 2025 Implementing 4 Major Transformations Product Transformation: Increase the proportion of high-value and differentiated products, and expand into new applications and markets.. Business Transformation: Develop new materials, technologies, and products to strengthen t
Slide 14: Thank You
Thank You