Jntc Co., Ltd. · KRX:204270
Jntc — Investor Presentation
28 slides from Jntc's investor presentation
Slide 1: JNTC
Md 4) ye — | | | AA i abi, Wy Yyyy BELO Lee
Slide 2: Disclaimer
QINTC wr Disclaimer This material has been prepared by JNTC Co., Ltd. (hereinafter referred to as "Company"). The Company does not guarantee the accuracy and completeness of this material and is not responsible for future updates to the information provided, which reflects the facts as of the prepar
Slide 3: Chapters overview
CHAPTER 1. CHAPTER 2. Company Introduction Growth Strategy CHAPTER 3. CHAPTER 4. Business Performance and Appendix Mid- to Long-term Growth Roadmap
Slide 4: Chapter 1: Company Introduction
01. JNTC Identity 05. JNTC Core Competitiveness 02. New Product Lineup 06. Expanding the Global Potential Customer Base 03. INTC Growth Story 07. Shareholder Information 04. JNT Group Overview Beyond !T (obit To the (Semiconductor) Eral
Slide 5: JNTC Identity
01. JNTC Identity Portfolio transformation to cutting-edge AI products in the short term AI products, including glass substrates and HDDs
Slide 6: New Product Lineup
02. New Product Lineup Established full-scale mass production of new AI products, including highly integrated semiconductor and HDD glass substrates
Slide 7: JNTC Growth Story
03. JNTC Growth Story • • • • • • • • • • • • • • • Development of glass • Korea’s first glass • Full-scale mass production substrate sample substrate mass of HDD and semiconductor • (100 × 100) (Jun.) production facility glass substrates • Launched large-area glass completed (Jun.) substrate sample
Slide 8: JNT Group Overview
04. JNT Group Overview Domestic operations Overseas operations (Vietnam subsidiary)
Slide 9: JNTC Core Competitiveness
05. JNTC Core Competitiveness • Production facilities and process technology development are carried out simultaneously: New product development is possible at a speed differentiated from that of other companies. • Securing core process technologies for glass products within the group and maintainin
Slide 10: Expanding the Global Potential Customer Base
06. Expanding the Global Potential Customer Base Focus on high-profit products ( IT -> AI ) Pursuing customer globalization Transition to AI advanced materials
Slide 11: Shareholder Information
07. Shareholder Information
Slide 12: Chapter 2: Growth Strategy
CHAPTER. 2 Growth Strategy 01. 02. 02. 02. 02. 02. Mid- to Long-Term Product Portfolio Semiconductor Glass Substrates (1) Semiconductor Glass Substrates (2) Semiconductor Glass Substrates (3) Semiconductor Glass Substrates (4) Semiconductor Glass Substrates (5) 02. Semiconductor Glass Substrates (6)
Slide 13: Mid- to Long-term Product Portfolio
01. Mid- to Long-term Product Portfolio (graph) Portfolio diversification through new market expansion and securing of new global customers by acquiring advanced technologies CW
Slide 14: Semiconductor Glass Substrates (1)
02. Semiconductor Glass Substrates (1)
Slide 15: Semiconductor Glass Substrates (2)
02. Semiconductor Glass Substrates (2) Growing as the world’s only glass substrate materials company with unrivaled expertise in demanding glass materials and processes Full-scale product commercialization in 2026: Targeting major global markets, aligned with advancements in semiconductor (AI) perfo
Slide 16: Semiconductor Glass Substrates (3)
02. Semiconductor Glass Substrates (3) Secured technologies and production competitiveness ready for commercialization and mass production, Competitors Turn-key solution available, responsiveness↑ Consortium-based structure, responsiveness↓ Single-company structure, strong price competitiveness Cons
Slide 17: Semiconductor Glass Substrates (4)
02. Semiconductor Glass Substrates (4) Based on the success in manufacturing large-area samples of semiconductor glass substrates, solidifying the company's position as a "leading player" in the TGV glass substrate industry Laser Chemical etching Metallizing
Slide 18: Semiconductor Glass Substrates (5)
02. Semiconductor Glass Substrates (5) Secured superior competitiveness in quality and production cost JLTE Solution(Laser & Etching) JCMT Solution(Plating)
Slide 19: Semiconductor Glass Substrates (6)
02. Semiconductor Glass Substrates (6) Establishing a value chain with multiple domestic and overseas packaging companies and starting the first sample supply of large-area TGV glass substrates to global packaging companies Expansion of supply chain through NDA with global customers and supply of th
Slide 20: HDD Glass Substrates
03. HDD Glass Substrates @aIntc Al expansion leading to the growth in high-performance HDDs and increase in demands for glass substrates from global HDD manufacturers Full-scale mass production planned by using the facilities in Vietnam based on glass processing capabilities 7) Market Outlook for HD
Slide 21: Automotive Cover Glass
04. Automotive Cover Glass via new orders for the world’s first slidable products Enhancing the outlook for forward markets such as vehicle displays and EVs (autonomous driving) to foster product groups for mid- to long-term growth
Slide 22: JNTC VINA
05. JNTC VINA Enhancing market competitiveness and addressing large-scale orders Manufacturing plant in Vietnam
Slide 23: Chapter 3: Business Performance and Roadmap
01. Quarterly and Annual Performance Trends 02. Mid= to Long-term Growth Roadmap
Slide 24: Quarterly and Annual Performance Trends
01. Quarterly and Annual Performance Trends A major profitability turnaround is expected in 2026, through full-scale initiation of semiconductor glass substrate and new business revenues
Slide 25: Mid- to Long-term Growth Roadmap
02. Mid- to Long-term Growth Roadmap Pursuing revenue growth based on high profitability through the development of new markets for AI precision glass processing a total of KRW 100 billion to be funded in stages 2) Timing of funding: KRW 30 billion in 1Q 2026, and KRW 70 billion from 2Q 2026 onward
Slide 26: Chapter 4: Appendix
CHAPTER. 4 01. Summary Financial Statements (Consolidated) 02. Summary Financial Statements (Separate) Metalleing Etching BDA bars Der
Slide 27: Summary Financial Statements (Consolidated)
01. Summary Financial Statements (Consolidated) (35,992) (55,940) (14,302) (70,242) (73,294)
Slide 28: Summary Financial Statements (Separate)
02. Summary Financial Statements (Separate) (4,977)