Nova Technology Corp · TPEX:6613
Nova Technology — Conference Presentation (September 2023)
22 slides from Nova Technology's conference presentation, Sep 22, 2023
Slide 1: NOVA Technology Corp. (6613)
NOVA (6613) NOVA TECHNOLOGY CORP.(6613) The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth 2023.09.22 Contact information: Jun-Yen Ou Tel: 0905966613 Email: ir@Novatech.com.tw -1-
Slide 2: Disclaimer
NOVA (6613) Disclaimer This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will e
Slide 3: Summary Outline
NOVA (6613) Company Introduction 4 Operations Overview 9 Summary Outline ESG 17 Future Prospects 19 -3-
Slide 4: Company Introduction
NOVA (6613) Company Introduction -4-
Slide 5: NOVA Technology Corp. basic information
NOVA (6613) Company Introduction Company Name Company Name NOVA TECHNOLOGY CORP. 6613 Basic Information Chairman President CHIN-LI LIANG David Ma EstabDate lishment TPEx-listed Date June 13, 1997 December 28, 2017 Capital Amount Paid-in capital(number of shares) NTD$ 339,337 thousand As of June 30,2
Slide 6: Business map
NOVA (6613) Company Introduction Business map Shanghai Winmax Technology Corp. Founded in 2004 Capital: US$4,890 K Suzhou Winmax Technology Corp. Suzhou Founded in 2016 Capital: US$3,000 K NOVA Technology Corp. Taiwan Rayzher Industrial Co., Ltd.(51.31%) Founded in 2007 Capital: NTD$210,000 K Winmeg
Slide 7: Consolidated operating revenue by subsidiary
NOVA (6613) Company Introduction Revenue % Novatech E&C 1% 2% Suzhou Winmax 2% Winmega Technology Corp. 1% Technology Corp. 13% 10% Rayzher Industrial 25% 29% Co., Ltd. 2022H1 2023H1 35% 32% 23% 27% NOVA Technology Corp. Winmax Technology Corp. 2022H1 Consolidated operating 2023H1 Consolidated opera
Slide 8: Main Products
NOVA (6613) Green Sustainable Company Introduction Main Products Integration Services Main Products A D High purity chemical supply and Waste stripper and waste dispensing system solvents recycle system B C E Special gas Wet Process Green energy & Environmental supply system equipment protection Sys
Slide 9: Operations Overview
NOVA (6613) Operations Overview -9-
Slide 10: Financial information
NOVA (6613) Operations Overview Financial information NT$ thousand 2022H1 2023H1 YOY(%) Operating Revenue 3,539,998 4,041,794 14.18% Operating Expense 311,821 337,400 8.20% Income after Income Tax 359,620 456,740 27.01% (Profit attributable to owners of the parent) EPS(NT$ /5 per share)* 5.30* 6.73*
Slide 11: The dilution effect of convertible bond
朋億股份有限公司(6613) 朋億股份有限公司111年前三季公司簡報 Operations Overview Financial information The dilution effect of convertible bond 1. Total number of convertible bonds issued:8,000 units. 2. Current conversion price: NT$82.2 3. The convertible bonds were converted on September 12, 2023:3,093units. 4. The number o
Slide 12: Financial information: balance sheet
NOVA (6613) NT$ thousand 2022/06/30 2023/06/30 YOY(%) Operations Overview Cash and cash equivalents 1,404,645 2,333,142 66.10% Financial information Notes and Accounts receivable 2,436,857 1,871,003 (23.22%) Inventories(include contract assets) 2,685,661 3,741,112 39.30% Total assets 7,893,750 9,700
Slide 13: Regional revenue comparison
NOVA (6613) Operations Overview Regional revenue comparison 90% 百 79.96% 80% 75.37% 70% 60% 55.86% 52.42% 49.18% 50% 41.72% 42.02% 40.99% 40% 30% 19.04% 20% 16.81% 8.80% 10% 5.59% 5.86% 3.23% 3.15% 0% 2019 2020 2021 2022 2023H1 ▆▆China ▆▆ Taiwan ▆▆ Others － linear(Taiwan) - 13 -
Slide 14: Industry revenue comparison
NOVA (6613) Operations Overview 90.95% 90% Industry revenue comparison 84.61% 百 82.24% 80.20% 80% 70% 65.20% 60% 50% 40% 24.63% 30% 10.55% 20% 12.35% 3.80% 10.17% 7.45% 8.44% 6.95% 5.25% 10% 7.21% 0% 2019 2020 2021 2022 2023H1 ▆▆Semiconductor ▆▆ Panel Optoelectronics ▆▆ Others - 14 -
Slide 15: Operating revenue and net margin
NOVA (6613) Operations Overview 10,000 Industry revenue comparison 9,000 8,593 8,000 7,000 6,260 6,000 5,000 4,406 3,877 4,042 4,000 3,000 2,000 496.94 568.25 796.57 456.74 1,000 407.39 0 2019 2020 2021 2022 2023H1 ▆▆Operating Revenue ▆▆ Net Margin － linear(Operating Revenue) NT$ million - 15 -
Slide 16: Group manpower
NOVA (6613) Operations Overview Group manpower 1,000 900 879 826 800 726 700 600 479 496 500 400 300 200 100 0 2019 2020 2021 2022 2023H1 ▆▆ Number of people － linear(Number of people ) - 16 -
Slide 17: ESG
Kedar NOVA (6613) J ck tr a BR AS ay NOVA TEGHNOLOGY Corp. SG o o o o o o o o = 5
Slide 18: Corporate Governance
NOVA (6613) ESG Corporate Governance 1 2 3 TOP 5% in corporate TWSE- or TPEx-listed governance companies with a Issued sustainability evaluation of TPEx market value between reports for six listed companies for TWD 5 to 10 billion consecutive years four consecutive were evaluated as the (2017-2022)
Slide 19: Future Prospects
NOVA (6613) Fut ure P r o s pec ts - 19 -
Slide 20: Global semiconductor equipment investment decline
Due to the continued sluggishness in the global semiconductor market, NOVA (6613) global semiconductor equipment investment is expected to see a significant reduction. According to Nikkei, after reviewing the equipment investment plans of the world's top 10 major semiconductor manufacturers located
Slide 21: SEMI fab equipment spending forecast
NOVA (6613) Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year (YoY) to US$84 billion from a record high of US$99.5 billion in 2022 before rebounding 15% YoY to US$97 billion in 2024, SEMI announced today in its latest quarterly World Fab Forecas
Slide 22: Stock Code: 6613
Briefing of NOVA for the first three quarters of 2022 The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code：6613 - 22 -
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