Grand Pacific Petrochemical Corp. · TWSE:1312
Grand Pacific Petrochemical — Investor Presentation (June 2026)
29 slides from Grand Pacific Petrochemical's investor presentation, Jun 22, 2026
Slide 1: Grand Pacific Petrochemical Corporation Investor Conference
GRAND PACIFIC PETROCHEMICAL CORPORATION Investor Conference 115.06.22
Slide 2: Agenda
Agenda 1 Company Profile Director Hsiu(tsan Lo Industry Overview and 2 Prospect Director Hsiu(tsan Lo 3 Financial Reports Director Mei(yiu Shen 4 Q&A Management Team
Slide 3: Disclaimer
Disclaimer The forward-looking statements contained in this presentation are subject to risks and uncertainties and actual results may differ materially from those expressed or implied in these forward-looking statements. Grand Pacific Petrochemical Corporation makes no representation or warranty as
Slide 4: 1. Company Profile
1. Company Profile Established 1973 Capital NT 11.27 billion Employee 372 (2026Q2) of GPPC 4
Slide 5: 2. Industry Overview and Prospect
2. Industry Overview and Prospect Upstream feedstocks and downstream applications 5
Slide 6: Most frequently mentioned impacts on industries
Most frequently mentioned impacts on industries • The U.S.–Iran conflict disrupted Strait of Hormuz shipments, raising crude oil and naphtha costs in Asia, constraining petrochemical supply, and increasing operating pressure on producer • With the very possible U.S.-Iran agreement signing, downstrea
Slide 7: The Importance of Hormuz Strait
The Importance of Hormuz Strait Source: 2026/5 Japan APIC ICIS data 7
Slide 8: Post-Conflict Logistics and Supply Chain Recovery Scenarios
Post-Conflict Logistics and Supply Chain Recovery Scenarios Source: 2026/5 Japan APIC ICIS data 8
Slide 9: Oil & raw material
Oil & raw material NAPHTHA MOPJ C2 CFR NE WTI DUBAI oil 1600 240 1500 225 1400 210 1300 195 1200 180 1100 165 1000 150 900 135 800 120 700 105 600 90 500 75 400 60 300 45 200 30 100 15 0 0 2026/1/2 2026/2/2 2026/3/2 2026/4/2 2026/5/2 2026/6/2 9
Slide 10: GPPC sales volume(MT)
GPPC sales volume(MT) MT 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 - 2025 Q1 2025 Q2 2025 Q3 2025 Q4 2026 Q1 2026 Q2( E) 10
Slide 11: Product revenue share
Product revenue share 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 2026Q2(E) SM ABS PA Others 11
Slide 12: GPPC sales by region
GPPC sales by region Polymer Sales (volume) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2021 2022 2023 2024 2025 2026/1~5 China Southeast Asia South Asia America South Africa Middle-East Others 12
Slide 13: Asian price trend - styrene
Asian price trend - styrene $/MT C2 BZ SM 1,400 1,200 1,000 800 600 400 200 - 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 2026Q2( E) 13
Slide 14: Taiwan SM import/export
Taiwan SM import/export Taiwan 500 450 400 350 300 250 200 150 100 50 - 2019 2020 2021 2022 2023 2024 2025 2026(E) Import Exports 14
Slide 15: China SM import/export
China SM import/export China 3,500 3,000 2,500 2,000 1,500 1,000 500 - 2019 2020 2021 2022 2023 2024 2025 2026(E) Import Exports 15
Slide 16: China BZ import
— Sab nae evn cae e e China BZ import kMT China 6,000 5,000 4,000 3,000 2019 2020 2021 2022 2023 2024 2025 ===|mport 16
Slide 17: China ABS balance
China ABS balance kMT 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 2021 2022 2023 2024 2025 2026(E) Supply Demand Imports Exports 17
Slide 18: Asian price trend - ABS
Asian price trend - ABS $/MT SM AN BD ABS 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 - 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 2026Q2(E) 18
Slide 19: Operation rates of Styrenics in China
Operation rates of Styrenics in China SM & EPS & ABS & PS Operation Rate 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% EPS ABS PS SM 19
Slide 20: SM Operating Rate Forecasts
SM Operating Rate Forecasts Source: 2026/5 Japan APIC Platts data 20
Slide 21: Asian price trend – PA66
Asian price trend – PA66 $/MT 3,500 3,000 2,500 2,000 1,500 1,000 500 - 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 2026Q2 AN BD PA66 PA6 AA BZ 21
Slide 22: China PA66 operating rate
China PA66 operating rate 80% 70% 60% 50% 40% 30% 20% 10% 0% Feb-25 Apr-25 Jun-25 Aug-25 Oct-25 Dec-25 Feb-26 Apr-26 Operating rate 22
Slide 23: Low-Carbon Hydrogen Business
Low-Carbon Hydrogen Business New Product • Electronic-Grade Hydrogen For semiconductor applications, used to reduce and remove surface oxide layers. New Project • high-purity, high-efficiency hydrogen production line and install a solar power generation system which dedicated to the hydrogen purific
Slide 24: 3. Financial results
a QA 4wUeF Ah eAheg a GRAND PACIFIC PETROCHEMICAL CORPORATION 3. Financial results
Slide 25: Revenue structure (Jan~May)
R ev e n u e s t r u c t u r e (2 0 2 6 / J a n~ Ma y ) Packing Others PA66 Materials 5% 3% 3% Media SM 8% 25% ABS/PS 12% PP 23% PDH 21% 25
Slide 26: Consolidated Statements of Income
C o n s o l i d a t e d S t a t e m en t s o f I n c o m e (NT$ M) Item 2022 2023 2024 2025 2025Q1 2026Q1 Net Revenue 18,176 15,719 16,418 22,614 5,699 7,517 Cost of Revenue 17,305 15,271 15,908 24,178 5,830 7,647 Gross Profit 871 448 510 -1,564 -131 -130 gross profit ratio 5% 3% 3% -7% -2% -2% Oper
Slide 27: Financial Analysis
F i n a n c i al A n a l ys i s 2022 2023 2024 2025 2026Q1 Debt ratio (%) 40.19 41.07 42.62 51.62 53.67 Current ratio (%) 367.65 187.03 174.97 116.41 104.25 Quick ratio (%) 289.17 133.22 100.28 70.12 60.76 A/R turnover (times) 8.39 8.85 9.34 13.55 17.12 A /R turnover (days) 43 41 39 26 21 Inventory
Slide 28: Thank You
THANK YOU | J GRAND PACIFIC PETROCHEMICAL CORPORATION
Slide 29: 4. Q&A
a QA 4wUeF Ah eAheg a GRAND PACIFIC PETROCHEMICAL CORPORATION 4.Q&A
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