Superalloy Industrial Co., Ltd. · TWSE:1563
Superalloy Industrial — Investor Presentation (April 2026)
19 slides from Superalloy Industrial's investor presentation, April 2026
Slide 1: SuperAlloy Industrial Co. (1563 TT) Investor Presentation
SuperAlloy Industrial Co. (1563 TT) Investor Presentation
Slide 2: Disclaimers
Disclaimers The information contained in this confidential document ("Presentation") has been prepared by SuperAlloy Industrial Company Ltd. (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has
Slide 3: Agenda
Agenda 2026 Outlook SAI’s Growth Strategy And Goals Q&A 3
Slide 4: 2026 Outlook
2026 Outlook 4
Slide 5: 2026 Outlook
2026 Outlook • Optimizing Capital Structure, Investing in Future Growth, and Promoting Circular Economy. SAI is optimizing its capital structure through a proposed 25% cash reduction while utilizing ample cash reserves to fund the Chiayi plant expansion and drive sustainable growth via the continuou
Slide 6: SAI's Growth Strategy And Goals
SAI’s Growth Strategy And Goals 6
Slide 7: Entering Advanced Nodes: From Wheels to Semiconductors
Entering Advanced Nodes: From Wheels to Semiconductors SAI began developing raw materials and optimizing processes for key components and consumables used in front-end equipment for advanced semiconductor processes three years ago. Backed by four core strengths, the company aims to become a vital fo
Slide 8: Four Core Strengths in Entering the Semiconductor Industry
Four Core Strengths in Entering the Semiconductor Industry Over 30 Years of Expertise in Key Role in Import Enabler of Supply Chain Advantages in Efficiency Aluminum Development Substitution Decentralization and Cost With over three decades of forging By producing ultra-pure forged As global semicon
Slide 9: Semiconductor Equipment – Target Processes
Semiconductor Equipment – Target Processes Deposition and etching are the main target processes, while vacuum chamber components require regular replacement. 9
Slide 10: Semiconductor Equipment – Target Customers
Semiconductor Equipment – Target Customers The world’s top five equipment makers from the U.S. and Japan. 10
Slide 11: Semi Front-End Equipment Component Deployment
Semi Front-End Equipment Component Deployment Collaborating with Domestic and International semiconductor equipment makers Wafer Cassette Load Lock Process Chamber Load Port Factory Interface Transfer Chamber Source: ResearchGate 11
Slide 12: SAI's Strategic Role and Outlook in the Semi Supply Chain
SAI’s Strategic Role and Outlook in the Semi Supply Chain Growth Blueprint: Building a Scalable Semiconductor Business ● Optimizing Profit Structure: Targeting semiconductor product lines with higher gross margins than forged automotive wheels, with the core goal of maximizing profitability. ● Effic
Slide 13: Rising Semiconductor Share
Rising Semiconductor Share Based on 3% market share assumption Global semiconductor deposition & etching vacuum chamber market (LHS, US$ bn) Estimated SAI revenue at 3% market share (RHS, NT$ mn) 13
Slide 14: Sustainable is not secondary, it's a core requirement now
Sustainable is not secondary, it’s a core requirement now Achieve diversification of supply sources, reduce inventory & cost then increase profitability Forging Machining Polishing Painting Turning & Milling Manual & Auto 7,000 Ton Forging Manual & Auto Diamond-Cutting Painting Flow Forming Grinding
Slide 15: Green Milestone
Green Milestone MOVING • The yield rate of RESAICAL® recycled aluminum increased from 69% in 2020 to 97% in 2023. • Our current recycled aluminum annual capacity is 40k tons. Usage of rate of RESAICAL® recycled aluminum in forged wheels approaching 40% in 2024, with an expected increase to INTO 50%
Slide 16: Promoting diverse aluminum applications to boost long-term profitability
Promoting diverse aluminum applications to boost long-term profitability With aluminum's lightweight, strength, and corrosion resistance, SAI aims to raise non-wheel revenue to over 40% in three years Semiconductor Mobility Heavy electrical Others equipment (Electric Vehicles equipment (Aerospace/Me
Slide 17: SAI Aims to Deliver Sustainable Long-term Shareholders Returns
SAI Aims to Deliver Sustainable Long-term Shareholders Returns through the Enhancement of Operational Efficiency and Profitability Long-term operational goals : 15-20% Operating Margin Double-Digit ROE Source: TEJ 17
Slide 18: Sustainable Operation and Growth
Sustainable Operation and Growth Profitability Improvement and Sustainable Sustainable Revenue Growth • Generating a sustainable double-digit Return ROE • Maintain at least 60% payout ratio Listed on TWSE on May 13th TW No.3 Machining Tier-1 supplier Profitability • Optimize operational efficiency I
Slide 19: Q&A
Q&A 19
SuperAlloy Industrial — Investor Presentation (April 2026) on 6ix