Wnc Corporation · TWSE:6285

Wnc — Wistron NeWeb — Investor Presentation (November 2020)

17 slides from Wnc's investor presentation, November 2020

  1. Slide 1: 2020 Investor Conference

    2020 Investor Conference November 2020 ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  2. Slide 2: Disclaimer

    Disclaimer This presentation is being delivered to the recipient. The sole purpose of this presentation is to assist the recipient in understanding Wistron NeWeb Corporation ( WNC ). This presentation is not intended to form the basis of a decision to purchase securities or any other investment deci

  3. Slide 3: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  4. Slide 4: 3Q 2020 Income Statement QoQ (Consolidated)

    3Q 2020 Income Statement QoQ (Consolidated) (in NT$ million) 3Q 2020 2Q 2020 QoQ Amount % Amount % % Net Revenue 17,108 100.0 15,080 100.0 13.4 Realized Gross Profit 1,906 11.1 1,764 11.7 8.0 Operating Expense 1,369 8.0 1,392 9.2 -1.7 Operating Income 537 3.1 372 2.5 44.4 Non-operating Income/(Loss)

  5. Slide 5: 1-3Q 2020 Income Statement YoY (Consolidated)

    1-3Q 2020 Income Statement YoY (Consolidated) (in NT$ million) 1-3Q 2020 1-3Q 2019 YoY Amount % Amount % % Net Revenue 45,554 100.0 46,182 100.0 -1.4 Realized Gross Profit 5,142 11.3 5,325 11.5 -3.4 Operating Expense 3,995 8.8 4,062 8.8 -1.6 Operating Income 1,147 2.5 1,263 2.7 -9.2 Non-operating In

  6. Slide 6: 2020/09/30 Balance Sheet (Consolidated)

    2020/09/30 Balance Sheet (Consolidated) (in NT$ million) 2020/09/30 2020/06/30 QoQ 2019/09/30 YoY Amount % Amount % Amount % Amount % Amount % Cash & ST Investments 4,793 13 3,788 10 1,005 27 4,133 12 660 16 A/R 14,885 39 13,169 37 1,716 13 13,598 38 1,287 9 Inventory 8,176 22 9,062 26 (886) -10 7,9

  7. Slide 7: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  8. Slide 8: Business Strategy

    Business Strategy  Strong Antenna/RF design capabilities; we have developed a complete product portfolio for a broad range of customers. Service Provider Network Infrastructure Automotive Broadband 5G, mmWave, Access SDN, xPON, Enterprise Antenna & AIoT, Wi-Fi 6, IoT Platform RF Design OTT, Mesh, S

  9. Slide 9: Product Category

    Product Category ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 9

  10. Slide 10: Revenue by Region

    Revenue by Region ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 10

  11. Slide 11: Core Competencies

    Core Competencies  3 diverse competencies help us achieve optimal solutions. Software engineering has been WNC’s focus in recent years. Research & Global Supply Chain Manufacturing Development Management  Wide-ranging RF/antenna  Superior automated production  Strong partnership with the design

  12. Slide 12: WNC Global Manufacturing Sites Overview

    WNC Global Manufacturing Sites Overview Wistron NeWeb (Kunshan) WNC (Kunshan) Kunshan, China Hsinchu, Taiwan Bac Ninh, Brazil Site WebCom Communication Vietnam (Manufacturing partner) (Kunshan) S1 Hsinchu Site Manaus, Brazil New Tainan, Taiwan New V1 Vietnam Site S2 Tainan Site ■ Normal □ Internal U

  13. Slide 13: ESG Performance

    ESG Performance  EcoVadis assessment of suppliers’ environmental and social performance for global supply chains 2019 rating: Gold  TIA (QuEST) assessment of global ICT companies for sustainable supply chains 2020 rating: Silver  CDP ratings in the “climate change”, “water security” and “supply c

  14. Slide 14: Patents & Achievements

    Patents & Achievements  WNC not only focuses on R&D investment but also values sustainability in its long-term operations. R&D  IT World Awards 2019, 2018  CES Innovation Awards 2016  Hsinchu Science Park R&D Accomplishment Award 2018, 2017  Hsinchu Science Park Innovative Product Award 2018, 2

  15. Slide 15: Agenda

    Agenda  Financial Information  Business Development Update  Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential

  16. Slide 16: Summary

    Summary ■ Normal □ Internal Use □ Confidential □ Restricted Confidential 16

  17. Slide 17: Thank You

    Thank You

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