Greatek Electronics, Inc. · TWSE:2441

Greatek Electronics — 1H 2021 Institutional Investors Conference

17 slides from Greatek Electronics's conference presentation, Jul 27, 2021

  1. Slide 1: 1H 2021 Institutional Investors Conference

    2441 1H 2021 INSTITUTIONAL INVESTORS CONFERENCE JULY. 27, 2021

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This following presentation may include predictions, estimates or other information that might be considered forward-looking. These forward-looking statements are based on information available to Greatek as of the date of this conference and current expectations, forecasts and

  3. Slide 3: Agenda

    Agenda 1. Welcome Remarks DK Tsai PTI Chairman 2. GTK 1H21 Financial Results Sheng Chen GTK CFO 3. GTK 1H21 Business Overview & Outlook Louis Ning GTK President 4. PTI 2Q21 Financial Results Evan Tseng PTI CFO 5. PTI 2Q21 Business Overview Boris Hsieh PTI CEO & GTK Chairman 6. 3Q21 and Onward Busine

  4. Slide 4: 2. GTK 1H21 Financial Results

    2. GTK 1H21 Financial Results

  5. Slide 5: Greatek 2021 Quarterly Statement of Comprehensive Income

    Greatek 2021 Quarterly Statement of Comprehensive Income (NTD M) Account 2Q21 % 1Q21 % QoQ% Revenue 4,814 100.0% 4,215 100.0% 14.2% Operating Costs 3,189 66.2% 3,011 71.4% 5.9% Gross Profit 1,625 33.8% 1,204 28.6% 35.0% Operating Expenses 172 3.6% 85 2.0% 102.4% Operating Income 1,453 30.2% 1,119 26

  6. Slide 6: Greatek 1H21 Comparison of Statement of Comprehensive Income

    Greatek 1H21 Comparison of Statement of Comprehensive Income (NTD M) Account 1H21 % 1H20 % YoY% Revenue 9,029 100.0% 6,862 100.0% 31.6% Operating Costs 6,200 68.7% 5,181 75.5% 19.7% Gross Profit 2,829 31.3% 1,681 24.5% 68.3% Operating Expenses 257 2.8% 237 3.5% 8.4% Operating Income 2,572 28.5% 1,44

  7. Slide 7: Balance Sheet as of June 30, 2021

    Balance Sheet as of June 30, 2021 (NTD M) Account Amount % Current Assets 11,008 44.9% - Cash 4,650 19.0% Non-Current Assets 13,499 55.1% Total Assets 24,507 100.0% Current Liabilities 5,847 23.9% Non-Current Liabilities 268 1.1% Total Liabilities 6,115 25.0% Total Equity 18,392 75.0% Total Liabilit

  8. Slide 8: 3. GTK 1H21 Business Overview

    3. GTK 1H21 Business Overview

  9. Slide 9: 1H21 Key Financial Results

    1H21 Key Financial Results Revenues Gross Margin % EPS $9.0B YoY 31.6% 31.3% YoY +6.8% $3.63 YoY 72.0% 1H21 Great results for Revenue and GM: (1) 2Q21 Revenue hit a new record high for quarterly revenue. (2) 1H21 Revenue hit a new record high for semiannual revenue. Gross profit YoY up 68.3%. GM% Yo

  10. Slide 10: Greatek Quarterly Revenue

    Greatek Quarterly Revenue (In NTD M) QoQ 14.2% YoY 34.1% Six consecutive quarter growth.

  11. Slide 11: Greatek YoY Comparison of Revenue Breakdown by Service

    Greatek YoY Comparison of Revenue Breakdown by Service (In NTD M) Testing Testing YoY 27.9% Packaging Packaging YoY 32.3%

  12. Slide 12: Greatek YoY Comparison of Revenue Breakdown by Assembly Process

    Greatek YoY Comparison of Revenue Breakdown by Assembly Process YoY Au Wire 19.16% Cu Wire 34.31% Ag Wire -18.37% FlipChip 81.62%

  13. Slide 13: 1H21 Greatek Business Overview

    1H21 Greatek Business Overview 1. 5G, AI, IoT, NB, Medical, Gaming, Automotive market demand continues to climb. 2. COVID-19 pandemic has accelerated digital transformation, such as work from home and study from home. 3. Trade dispute between US and China has caused the acceleration of supply chain

  14. Slide 14: 4. GTK Business Outlook

    4. GTK Business Outlook

  15. Slide 15: 2H21 Greatek Business Outlook

    2H21 Greatek Business Outlook 1. Strong momentum in new product development and implementation. 2. Keep on expanding more capacity to accommodate the increasing demand. 3. Smartphone market recovery and new product launch season in H2 will fuel revenue growth. 4. In general, the pace of demand outst

  16. Slide 16: GREATEK

    GREATEK

  17. Slide 17: ezecg6s € (988): TyL Mrulosamodelay mmm

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