Global Tek Fabrication Co., Ltd. · TWSE:4566
Global Tek Fabrication — Q1 2026 Earnings Presentation
29 slides from Global Tek Fabrication's earnings presentation, Jul 20, 2026
Slide 1: Global Tek (4566) 2026Q1 Investors Conference
時碩工業 Global Tek (4566) 2026Q1 Investors Conference 好戲在後頭 Best Yet to Come July 20, 2026 1
Slide 2: Disclaimer
Disclaimer： This presentation is provided by Global Tek Fabrication Co., Ltd. (the "Company") and may contain forward-looking statements that are subject to risks and uncertainties, including assumptions and other factors beyond the Company's control. Actual results may differ materially from those
Slide 3: Agenda
Agenda 1. Corporate Overview Eric Lin, Spokesperson 2. 1Q26 Financials & 2Q26 Eric Lin, Spokesperson Topline 3. Market Opportunities Peter Wu, Director, & Business Outlook Business Engineering Department, Wuxi 4. Group Strategy Donald Huang, Founder & President & Long-Term Development 5. Conclusion
Slide 4: Corporate Overview
GLOBALTEK Corporate Overview
Slide 5: Company Profile
Company Profile Group Background Management Team Milestones • Capitalization: NT$1.099 billion (Mar 31, 2026) Chairperson: Zuying Liu Founded: Nov 7, 2008 • Precision metal machining for automotive safety President: Donald Huang system components, powertrain system Public Company: Dec 5, 2016 compon
Slide 6: Leading Global Precision Manufacturing Strategical Partner
Leading Global Precision Manufacturing Strategical Partner One-stop precision metal solutions covering forming, machining, and finishing services. Serving automotive safety & braking, bicycles, industrial instruments, semiconductors, aerospace, and medical sectors. DESIGN & 設計開發 DEVELOPMENT 精密成型 FOR
Slide 7: Global Manufacturing Footprint - Deep Local Presence with Global Expansion
Global Manufacturing Footprint - Deep Local Presence with Global Expansion China: Xi’an, Tongchuan Taiwan: Xinwu, Youth China: Wuxi (Industrial Application, Investment Casting) (Automotive, Industry and Aerospace) (Automotive, Medical, Emerging) Taiwan: Taichung China: Suzhou Chonburi, Thailand (Aer
Slide 8: Business Development and Product Milestone
Business Development and Product Milestone Continuous Research and Development Excellence Breakthrough 2000 2004 2006 2019 2022 2024 2026 Core Business Philosophy MEDICAL • Niche market and valuable customers Certification Mass Production Product • Professional talent staffs pool & organic organizat
Slide 9: 1Q26 Financials & 2Q26 Topline
1Q26 Financials & 2Q26 Topline 9
Slide 10: 1Q26 Consolidated Financial Results
1Q26 Consolidated Financial Results NT$ thousand 1Q26 4Q25 QoQ 1Q25 YoY Revenue 1,354,549 1,216,561 11% 1,252,349 8% Gross Profit 296,455 275,799 7% 301,219 (2%) Operation Income 38,413 43,227 (11%) 57,309 (33%) Income before Tax 65,488 100,963 (35%) 104,277 (37%) Net Income 42,792 76,425 (24.4%) 83
Slide 11: Record June Revenue Drives All-Time High for Q2 and 1H26
Record June Revenue Drives All-Time High for Q2 and 1H26 11
Slide 12: Revenue Breakdown by Product Applications
Revenue Breakdown by Product Applications Firing on All Cylinders NT$ thousand ICE Automotive safety Industrial applications Aerospace NEV Thermal Management 單位：新台幣仟元 2025年 Q2'25 YTD Q2'26 YTD 成長率 項目 金額 % 金額 % 金額 % (對比去年同期) 燃油動力 1,148,077 23% 584,724 23% 645,661 23% 10% 安全 767,979 15% 389,516 16% 40
Slide 13: Revenue Breakdown by Production Sites
Revenue Breakdown by Production Sites Diversified Production Deployment Delivering Solid Growth NT$ thousand TW Wuxi Xi’an Investee Company 單位：新台幣仟元 Q2'25 Q2'26 2025年 成長率 項目 YTD YTD (對比去年同期) 金額 % 金額 % 金額 % 台灣廠 1,696,418 34% 809,007 32% 1,007,143 36% 24% 無錫廠 1,911,707 38% 979,615 39% 1,060,535 38% 8%
Slide 14: Market Opportunities & Business Outlook
Market Opportunities & Business Outlook 14
Slide 15: AI Liquid Cooling Market Outlook
AI Liquid Cooling Market Outlook According to Future Market Insights, the global AI data center liquid cooling market is entering a period of rapid expansion, driven by increasing deployment of advanced cooling infrastructure by hyperscale cloud providers, cloud service providers, and enterprise AI
Slide 16: Humanoid Robotics Market Outlook
Humanoid Robotics Market Outlook Markets and Markets Goldman Sachs Global Market Insights Market Forecast Base Case Market Forecast 2026 Market Size: US$5.41 billion 2035 Market Size: US$38 billion 2026 Market Size: US$10.9 billion 2035 Market Size: US$50.27 billion Annual Shipments: Over 1.4 millio
Slide 17: Humanoid Robot Architecture
Humanoid Robot Architecture Tesla Optimus Gen2/Gen3 Unitree H1 30 Degrees of Freedom (DoF) Two additional neck joints for enhanced balance and mobility. High dynamic stability 高動態平衡 demonstrated through Target production 2025年春晚16台機器人 synchronized multi-robot 量產時間表 volume: 同步展現極致靈活性與 operation. 50,0
Slide 18: Core Components
Core Components 旋轉執行器(Rotary Actuator) 線性執行器(Linear Actuator) Motion Motor → Gear Reducer → Rotary Motion Motion Motor → Roller Screw → Linear Motion Applications Shoulders • Wrists • Hips Applications Knees • Elbows Core Components Frameless Torque Motor Core Components Harmonic Drive Reducer Frame
Slide 19: Group Strategy & Long-Term Development
Group Strategy & Long-Term Development 19
Slide 20: SR CESARE - SC a
SR CESARE - SC a PS RL SP Rh > WOR RAR ACA | cin it RRS
Slide 21: Building the Foundation for Long-Term Growth
Building the Foundation for Long-Term Growth "Sustainable growth is built on patience, discipline, and long-term execution." Short-Term Thinking Long-Term Strategy •Pursuing quick returns •Limited resilience •Vulnerable to market cycles •Automotive •AI Liquid Cooling •Aerospace •Humanoid Robotics Ch
Slide 22: Crossing the Inflection Point
Crossing the Inflection Point H12026 Revenue Growth Inflection The combination of scale in existing businesses and rapid NT$2.82 expansion in new growth platforms has driven the business beyond a key inflection point, transforming linear growth into structural acceleration. YoY Growth Diversified Gr
Slide 23: Strengthening Core Businesses - While Accelerating New Growth Engines
Strengthening Core Businesses - While Accelerating New Growth Engines Core Business New Growth Engines Automotive Safety AI Humanoid & Liquid Aerospace Robotics Powertrain System Cooling Dual-Engine Growth Strategy Providing scale, operational Building the next growth curve leverage, and stable cash
Slide 24: 2H26 Outlook - Growth Momentum Continues with Strong Visibility
2H26 Outlook - Growth Momentum Continues with Strong Visibility 2H26 Revenue Growth Drivers Growth YoY AI liquid cooling projects entering volume production in Q3 Far Well Continued growth in aerospace and humanoid robotics orders above 13% Achieved in 1H26 Scale Expansion The growth momentum establ
Slide 25: Multiple Growth Engines Driving Sustainable Value Creation
Multiple Growth Engines Driving Sustainable Value Creation AI Liquid Cooling Aerospace Thailand Manufacturing Campus Major program awards from leading Stable high-growth business A strategic production hub supporting U.S. and Japanese customers improving earnings quality diversified global manufactu
Slide 26: Conclusion
Conclusion 26
Slide 27: Building Momentum – Key Growth Highlights
Building Momentum – Key Growth Highlights • Strengthening position in the NEV market with a diversified ICE + EV + PHEV portfolio Leveraging localized economies of scale and global expansion to drive sustainable and healthy growth • Advancing AI Data Center liquid cooling engineering and manufacturi
Slide 28: Thanks for attending
Thanks for attending ? QUESTIONS
Slide 29: 後疫情時代航太產業供應鏈因應之道
29 後疫情時代航太產業供應鏈因應之道_(日期：2023/5/10)
Global Tek Fabrication — Q1 2026 Earnings Presentation on 6ix