Lemtech Holdings Co., Limited · TWSE:4912

Lemtech — 2019Q4 Jih Sheng Investor Conference (December 2019)

26 slides from Lemtech's conference presentation, Dec 6, 2019

  1. Slide 1: Lemtech Holdings Co., Limited

    Lemtech Holdings Co., Limited Leading Engineering & Manufacturing Technology Dec 2019

  2. Slide 2: Briefing Outline

    Briefing Outline Corporate Profile Core Business Activities Our Valued Customers Financial performance and status

  3. Slide 3: Corporate Profile

    Corporate Profile  提供的產品及服務包含～ 精密模具、金屬沖壓、散熱模組、鉸鏈、伺服器、滑軌 、消費型電子產品、汽車零件及模組、建築材料等。 營業額突破 營業額約1.4億 2億美元 建立滑軌 美元(YOY+32%) 聯德控股 自有品牌 於交易所上市掛牌 營業額突破 切入伺服器 1億美元 聯德控股 散熱模組 於櫃檯中心掛牌 聯德控股 成立 2009 2011 2013 2014 2015 2016 2017 2018

  4. Slide 4: Lemtech Holdings Co., Limited

    Lemtech Holdings Co., Limited USA San Jose,CA CHINA Kunshan HONG KONG Dongguan CZECH REPUBLIC TAIWAN Jihlava Taipei Taichung THAILAND Ayutthaya PHILIPPINES 7% > v 9 Manufacturing Sites/Offices ~Total Floor Space: 80,000 sqm

  5. Slide 5: Lemtech manufacturing sites

    •Lemtech Kunshan •Lemtech Taiwan •Lemtech Thailand •Lemtech Czech Republic Lemtech Confidential 5

  6. Slide 6: Coming Up in 2019

    Coming Up in 2019….. •Lemtech Philippines– New Site Start Up in Laguna Technopark, •~ For Heat sink Assembly ; Mechanical Assembly & Heat sink Servicing

  7. Slide 7: Initial Start Up – Plant Image

    Initial Start Up – Plant Image

  8. Slide 8: Core Businesses

    Core Businesses •Tooling, Stamping •Racks & •Thermal •Slide Rails & & Mech Assy Cabinets Solutions •Hinges Kits Hinges

  9. Slide 9: Stamping Parts/Modules for Automotive

    Stamping Parts/Modules for Automotive •Door Hinges • Steering Columns •Seat •Air Belts Bags

  10. Slide 10: Automotive parts: air bags, steering columns, seat belts

    •Air Bags • Steering Columns •Sun Roofs •Seat Belts 10

  11. Slide 11: Mechanical Sub Assemblies

    Mechanical Sub Assemblies CMT Welding Robotic Welding

  12. Slide 12: Custom Cabinets (floor and wall-mountable)

    Custom Cabinets (floor and wall-mountable)

  13. Slide 13: Stamping Parts for SmartPhones/ IP Phones

    Stamping Parts for SmartPhones/ IP Phones Speaker Grills/Bezels/Hinges for IP Phones EMI Shield Cans/Fences

  14. Slide 14: Hinges for VOIP Phones and Laptops

    •Hinges for VOIP •VOIP Phones Phones •Hinges for LaptopLemtech Confidential 14

  15. Slide 15: Stamping Parts for Smart Phones

    Stamping Parts for Smart Phones Lemtech Confidential 15

  16. Slide 16: Thermal Simulation

    Thermal Simulation Using Flowtherm for thermal simulation as a service and support Air flow path & flow impedance analysis Temperature profile analysis Software : FloTHERM V10.1

  17. Slide 17: Thermal Modules

    Thermal Modules • Thermal Module for Client Computing • Thermal Module for Enterprise Computing

  18. Slide 18: Thermal Modules

    Thermal Modules • Thermal Module for Gaming Set • Thermal Module for LED

  19. Slide 19: Stamping Parts / Modules for Cloud Computing

    Stamping Parts / Modules for Cloud Computing •Heat Sinks / Thermal Modules •Slide Rail Kits Lemtech Confidential •Server 19 Enclosures

  20. Slide 20: Lemtech Holdings Co., Limited

    Lemtech Holdings Co., Limited 201 95F ini = oo-f2 5S 25 I YOUR STRONGEST

  21. Slide 21: Our Valued Customers

    Our Valued Customers Our 3C Customers

  22. Slide 22: Our Automotive Customers

    Lemtech Holdings Co., Limited Our Automotive Customers pS BorgWarner ... > ( Edscha Autoliv DRAXLMAIER Fehrer FIAMM |kiekert| Follm=anmn Pioneer SIEMENS (AN Vole >| am thyssenkrupp

  23. Slide 23: 毛利、EPS及營收趨勢(2015~2019Q3)

    營收、毛利、稅後淨利及每股盈餘 單位：新台幣仟元 2015 2016 2017 2018 2019Q3 合併營收 2,927,364 3,197,375 4,255,549 6,043,090 3,384,031 銷貨毛利 723,739 761,428 872,771 1,286,070 675,597 營業淨利 301,927 319,948 340,548 605,959 227,413 稅後淨利 202,316 100,013 314,516 405,403 142,254 每股盈餘 5.19 1.71 7.55 9.67 2.97 單位:新台幣百萬元 毛利、EPS及營收趨勢(2015

  24. Slide 24: Financial performance and status

    Financial performance and status 簡明資產負債表 2015 2016 2017 2018 2019Q3 流動資產 2,383,015 2,301,156 3,320,411 3,805,114 3,220,972 不動產、廠房及設備 701,618 680,583 970,751 1,230,891 1,823,048 其他資產 123,476 259,457 425,767 362,422 511,286 資產總額 3,208,109 3,241,196 4,716,929 5,398,427 5,555,306 流動負債 1,184,172 1,485,81

  25. Slide 25: 產品類別比重

    產品類別比重 單位：新台幣仟元；％ 2015 2016 2017 2018 2019Q3 主要產品 銷值 ％ 銷值 ％ 銷值 ％ 銷值 % 銷值 ％ 3C電子類 1,756,201 59.99 1,776,136 55.55 2,377,270 55.86 3,871,686 64.07 1,811,269 53.52 汽車零件類 891,578 30.46 1,172,908 36.68 1,484,569 34.89 1,705,041 28.21 1,266,800 37.43 建築建材類 115,078 3.93 108,732 3.40 92,352 2.17 76,076 1.26

  26. Slide 26: Thank You

    Thank You LEMTECH …Your Trusted Partner in Business www.lemtech.com

Lemtech Holdings — 2019Q4 Jih Sheng Investor Conference (December 2019) on 6ix