Far Eastern New Century Corporation · TWSE:1402
Far Eastern New Century — Non-Deal Roadshow (June 2026)
34 slides from Far Eastern New Century's roadshow presentation, Jun 2, 2026
Slide 1: IR Publication June 2026
IR Publication June 2026 Dow Jones Best-in-Class Emerging Markets Index MSCI Selection Index FTSE4Good Emerging Index TWSE CG 100 Index Far Eastern New Century (TWSE: 1402)
Slide 2: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 2
Slide 3: FENC’s Three Key Businesses
FENC’s Three Key Businesses Established 1954 / 30,498 employees Strategic summary Asset allocation Consolidated revenue (FENC has a consistent dividend policy) (3/31/2026: NT$ 680 B) (1Q26: NT$ 61 B ) Book value per share: NT$ 43.9 2025: NT$ 254 B Production Transformation 32% 51% Go green Local to
Slide 4: 2030 New Goal
2030 New Goal GHG Emissions Green Product Green Raw Materials AI 50% 50% 50% + Reduction of Total Production of Sourcing Robot Reducing GHG emissions through energy efficiency, alternative low-emission fuels, renewable energy, raw material transition and CCUS (carbon capture, utilization and storage
Slide 5: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 5
Slide 6: Five Pillars Driving Sustainable Growth
Five Pillars Driving Sustainable Growth Five priorities to strengthen global reach, drive green innovation, enable AI-powered transformation and enhance operational resilience. 1. International 2. Green 3. Innovation 4. AI Transformation 5. Resilience In response to global warming and the carbon red
Slide 7: Agile & Resilient Glocalization Strategy
Agile & Resilient Glocalization Strategy Enabling flexible operations and minimizing tariff exposure through a diversified global footprint. 6 7 2 1 3 5 4 Abbr. Polyester Staple Fiber(PSF) High Tenacity Polyester Yarn (HTY) 1 Taiwan 2 China ASEAN Countries 6 Japan Annual capacity (Current) 3 Vietnam
Slide 8: Pioneering Waste-to-Value Polyester Solutions
Pioneering Waste-to-Value Polyester Solutions FENC, a decades-long innovator in sustainability, transforms land, sea, and air waste into breakthrough solutions for a greener future. 2010 2021 Now Functional Apparel Food Packaging Lifestyle Automotive adidas Decathlon H&M Asahi Coca -Cola Colgate Has
Slide 9: A World Leading Recycled PET Supplier
A World Leading Recycled PET Supplier A leading polyester recycling company Closed-loop business model FENC has invested heavily in the R-PET industry since 1988 in Initially developed in Japan, the model has also been implemented and Taiwan and then globally. Production sites are in Taiwan, China,
Slide 10: Commercializing Circular Footwear Materials
Commercializing Circular Footwear Materials TOPGREEN® rTPEE ─ River tracing shoes Function Design • Turning lab technology into real products: FENC commercializes high-performance rTPEE materials, enabling PET waste to be transformed into footwear midsoles at industrial scale. • Single-material foot
Slide 11: R-PET Market Demand Outlook
R-PET Market Demand Outlook Post-Consumer Recycled (PCR) Resin has/will become a mandatory element of Regulations will push up the demand for R-PET, plastic bottles in many places but the limited supply of collected, recycled PET bottles will accelerate the development of textile to textile to meet
Slide 12: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 12
Slide 13: Property Development Business – Major Landholdings
Property Development Business – Major Landholdings Investment properties (at fair value) : NT$ 131B as of Mar 31, 2026 Total land bank: ~190k pings (629k sqm) Taipei Far Eastern Plaza Taishan & Wugu Core Site: FE Group 5G-enabled Smart Logistics center Tenant: Banqiao Taipei Far Eastern Telecom Park
Slide 14: Taipei Far Eastern Telecom Park (Banqiao)
Taipei Far Eastern Telecom Park (Banqiao) Developed area Developing area Developing area • Sole property ownership: Enabling strategic planning and long-term operations. (2008-2025) (2026-2030) (after 2030) • Unified master plan: Distinct zones for offices, residential, medical, and retail. • Three
Slide 15: Asia’s First Double Platinum Excellence
Asia’s First Double Platinum Excellence WiredScore Platinum SmartScore Platinum Universal Language: Translating Tpark’s infrastructure into an internationally recognized standard. Leasing Efficiency: Streamlining the evaluation process and eliminating uncertainty for MNC headquarters. Beyond Space:
Slide 16: Green Building Development and Certifications
Green Building Development and Certifications Tpark is the 1st LEED Campus in Taiwan. (Note) LEED= Leadership in Energy and Environmental Design (a green building certification program used worldwide). ECO PARK (Sold out) Green Building Certification TPK-D (Rented) (Taiwan) - Silver • Green Building
Slide 17: ECO PARK A+: Now Selling
ECO PARK A+: Now Selling ECO PARK Two towers each 27 stories ECO PARK A+ Total GFA around 15k pings 17
Slide 18: Neili (Taoyuan City) New Land Development Plan
Neili (Taoyuan City) New Land Development Plan • Target: An integrated district tailored for residential zones, a commercial zone, a medical zone and green parks • Size: ~30k pings (99k sqm) • Status: application for urban regeneration approval was submitted to the Taoyuan City Government in 2020. •
Slide 19: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 19
Slide 20: Investment Portfolio - Listed Companies
Investment Portfolio - Listed Companies (NT$ million) Holdings Book value Market value Accounting Stock code Investees (%) (2026.3.31) (2026.5.25) method 4904 TT Far EasTone Telecommunications 33% 32,237 111,443 Consolidated entity 1102 TT Asia Cement 24% 27,358 29,175 Equity method 2903 TT Far East
Slide 21: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials Recent Achievements & CSR Appendix 21
Slide 22: 1Q26 Highlights
1Q26 Highlights QUARTERLY EPS Earnings Breakdown 1 Production Business Recovery NT$0.61 +33% YoY 1Q26 operating profit of NT$210M (vs. NT$1.2B loss in FY2025). Operations at the Hsinchu site have substantially resumed to normal (excluding the affected area) after the incident in 2025. Growth driven
Slide 23: Consolidated Financial Summary
Consolidated Financial Summary (NT$ million) 1Q26 1Q25 YoY 2025 2024 YoY Revenues 61,299 100% 63,715 100% -4% 254,056 100% 270,954 100% -6% (3) Profit from Operations 4,896 8% 6,268 10% -22% 18,339 7% 17,694 7% 4% Investment Income(Equity method)-Net 888 1% 567 1% 57% 4,323 2% 5,842 2% -26% Interest
Slide 24: FENC’s Revenue Breakdown – Green vs. Non-green
FENC’s Revenue Breakdown – Green vs. Non-green (NT$ million) 2022 2023 2024 2025 Three Business Segments Production Business 163,180 145,787 148,552 124,568 Green Product Revenue 45,976 47,685 48,301 50,634 % of Production Business 28% 33% 33% 41% Property Development Business 6,387 10,714 10,989
Slide 25: Performance by Business Segments
Performance by Business Segments Reclassified for Managerial Purposes (NT$ million) 1Q26 1Q25 YoY 2025 2024 YoY Revenue Production Business 31,013 32,880 -6% 124,800 148,552 -16% Property Development Business 1,273 1,345 -5% 10,224 10,989 -7% (1) (2) Investment Business 29,911 30,067 -1% 123,617 117
Slide 26: Production Business Segment Key Financials Summary
Key Financials Summary Dividend payments Net income attributable to shareholders Cash dividend per share for 59 consecutive years Company Overview Payout ratio EPS 1.64 2.00 1.55 0.61 (NT$/share) EBITDA Production Business Segment Capital Expenditure (Capex) 26
Slide 27: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 27
Slide 28: ESG Achievements
ESG Achievements Environment Social Governance • Maintained Company’s salaries • Pioneered green & • GHG emissions ↓34% in 2024 above the market average sustainable financing products in Taiwan market • Recycled 26 billion waste PET bottles per year • Educated the community on recycling and the circ
Slide 29: For further information, please contact IR Team
For further information, please contact IR Team, Finance Department IR email box: IR@fenc.com Can also be reached as follows, Q&A Carol Wang (886) 2 7752-8537; wang2002@fenc.com Chialing Chao (886) 2 7752-8470; chialing@fenc.com Jarvis Liu (886) 2 7752-8492; jarvisliu@fenc.com Website Presentations
Slide 30: Contents
Contents Company Overview Production Business Property Development Business Investment Business Financials ESG & Recent Achievements Appendix 30
Slide 31: Solutions For a Circular Economy & a Cleaner Earth
Solutions For a Circular Economy & a Cleaner Earth Waste New Product 1~1.5 1 7~8 1 11 1 (A pair) 15 1 (Tire cord fabric) 1~1.5 1 FENC’s recycled products have received all three green certifications below 1 Safe for R-PET food packaging 2 Recycled content certifications 3 Other green certifications
Slide 32: Value Chain
Value Chain Used bottle Fabric bales scraps 1 Mechanical PCR Bottle to Bottle / Textile R-PET PIR or PCR Textile to Textile R-PET PET chips Polyester chips recycling Bottles Textile New New products products PCR = Post Consumer Recycled; PIR = Post Industrial Recycled 2 Chemical recycling PCR PET Ch
Slide 33: About FENC
Far Eastern New Century (“FENC”) is a leading sustainable polyester company publicly listed in Taiwan since 1967, with a market capitalization of approximately US$5 billion. It’s a constituent of the Dow Jones Best-in-Class Emerging Markets Index, MSCI Selection Index and FTSE4Good Emerging Index. F
Slide 34: Disclaimer
This presentation is prepared by Far Eastern New Century Corporation (the “Company”) and is solely for the purpose of corporate communication and general reference only. The presentation is not intended as an offer to sell, or to solicit an offer to buy or form any basis of investment decision for a
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