Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Conference by Fubon Securities (March 2026)

16 slides from Pan Jit International's conference presentation, Mar 18, 2026

1. Slide 1: PANJIT International Inc

   PANJIT International Inc Copyright© 2026 PANJIT International Inc. All rights reserved.

2. Slide 2: Agenda

   Mar. 2026 ◼ About PANJIT ◼ 2025 Q4 & 2025 FY Financial result ◼ Automotive 2 Copyright© 2026 PANJIT International Inc. All rights reserved.

3. Slide 3: PANJIT Overview

   PANJIT Overview IDM Design Capability NT$ 13.1 Billion Y2025 Revenue PANJIT semiconductor has been providing its comprehensive range of discrete products to global community for over 40 years. With continuous investment in packaging miniaturization, wafer 5 Worldwide Ranking capacity expansion, R&D

4. Slide 4: Group

   PANJIT International Inc. 2025 Revenue: NT$ 13.1Billion (2481.TW) Product: IC, MOSFET, SiC, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2025 Revenue

5. Slide 5: 2025 Q4 Consolidated Income Statement

   2025 Q4 Consolidated Income Statement Unit: M' NTD 2025 Q4 2025 Q3 QoQ 2024 Q4 YoY Revenue 3,352.5 3,269.7 2.5% 3,011.5 11.3% Gross Profit 1,095.4 1,023.7 7.0% 937.7 16.8% Gross Margin 32.7% 31.3% 1.4 ppts 31.1% 1.6ppts Sales Exp. 231.8 181.2 27.9% 208.2 11.3% Admin. Exp. 348.3 311.3 11.9% 270.4 28.

6. Slide 6: Income Statement Key Indices

   Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 3,500 40% 3,352.5 3,269.7 32.7% 31.1% 31.3% 3,011.5 3,000 30% 2,500 20% 4Q24 3Q25 4Q25 4Q24 3Q25 4Q25 Revenue Gross Margin Operating Profit Margin Net Profit Margin 15% 15% 12.2% 11.2% 10% 8.5% 7.8% 6.2% 10% 7.5% 5% 0% 5% 4Q24 3Q25 4Q2

7. Slide 7: Balance Sheet & Key Indices

   Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2025 Q4 2025 Q3 2024 Q4 Amount ％ Amount ％ Amount ％ Cash and Cash equivalents 2,129 7.2% 2,251 7.7% 2,361 8.2% Accounts Receivable 4,245 14.4% 4,237 14.6% 3,940 13.7% Inventories 2,549 8.6% 2,597 8.9% 2,739 9.5% Investments

8. Slide 8: Balance Sheet Key Indices

   Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 846 9.5% 752 10% 8.9% 8.6% 800 (153) 5% (200) 4Q24 3Q25 4Q25 4Q24 3Q25 4Q25 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 120 117 130 122 120

9. Slide 9: 2025 FY Financial Result

   2025 FY Financial Result Unit: M' NTD 2025 2024 YoY Revenue 13,093.9 12,536.2 4.4% Gross Profit 4,093.0 3,597.1 13.8% Gross Margin 31.3% 28.7% 2.6 ppts Sales Exp. 770.5 746.0 3.3% Admin. Exp. 1,222.0 1,059.1 15.4% R&D Exp. 975.1 972.1 0.3% Operating Expenses 2,981.7 2,784.2 7.1% Operating Profit 1,1

10. Slide 10: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance China Shandong Germany China Munich Xuzhou China South Korea Wuxi / Suzhou Yongin China Shenzhen/ Hong Kong Japan Tokyo Japan U.S.A India Kyoto Phoenix Bangalore Taiwan Pune Taipei Hyderabad Taiwan Hsinchu Taiwan Taiwan Headquarters Kaohsiung Pynmax Kaohsiung Phil

11. Slide 11: Market Segment

    Market Segment By Market Segment Application Field 2025Y Communication 3% Power Supply* 12% Automotive 35% Industrial & Automotive Industrial & Green Energy* Lighting, Infotainment, Green Energy* 14% Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Computing

12. Slide 12: Revenue by Product

    Revenue by Product By Product By Product 2025 ESD Diode BJT SiC 2024 ESD Diode BJT SiC 3% 1% 3% 1% 4% 4% Switching Switching 6% 6% Zener Zener 6% MOSFET 6% 30% MOSFET 33% TVS TVS 7% 9% Rectifier Rectifier 14% Schottky 12% Schottky 29% 26% 12 Copyright© 2026 PANJIT International Inc. All rights reser

13. Slide 13: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment 2025 2024 Communication Communication Power Supply* 3% Power Supply 3% 12% 13% Automotive 30% Automotive 35% Industrial & Green Energy* Computing 14% 15% Computing* 16% Industrial & Consumer Consumer Green Energy 21% 20% 18% 13 Copyright©

14. Slide 14: Automotive

    Automotive 14 Copyright© 2026 PANJIT International Inc. All rights reserved.

15. Slide 15: Automotive Business Y2025

    Automotive Business Y2025 Product Offering 2K+ Parts AEC-Q101 parts business trend YoY +21% Shipment 5.81B Pcs. in 2025 Worldwide 20+ Countries Serving over 300+ customers across the globe Y 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 15 Copyright© 2026 PANJIT International Inc. All

16. Slide 16: YOUR COMPONENT OUR PROFESSION

    YOUR COMPONENT OUR PROFESSION

PANJIT International — Investor Conference by Fubon Securities (March 2026) on 6ix