Tatung Co. · TWSE:2371
Tatung — Investor Presentation (August 2026)
35 slides from Tatung's investor presentation, Aug 18, 2026
Slide 1: Tatung Company 2026 Investor Conference
Tatung Company 2026 Investor Conference Stock Code: 2371 Power | Computing Power | Land Three-Pronged Growth Strategy 1
Slide 2: Disclaimer
Disclaimer The information contained in this presentation and in other related communications issued concurrently herewith is based on information obtained by the Company from both internal and external sources. The Company’s actual operating results, financial condition, and business performance in
Slide 3: Agenda
AGENDA A. 2026 H1 Financial Highlights B. Core Business Development C. 2026 H2 Actions D. Q&A 3
Slide 4: Group financial status
Group financial status Expressed in thousand NTD 4
Slide 5: Tatung Group Ready For AIDC
Tatung Group Ready For AIDC O ff i c i a l l y E n t e r i n g t h e A I D C I n f r a s t r u c t u r e S e c t o r PoC Deployment Nearing Completion Secured Edge AI Customer Orders 5
Slide 6: Power Business Group Overview
Power Business Group Overview 6
Slide 7: Power Business Group Manufacturing Sites
Power Business Group Manufacturing Sites Taoyuan Dayuan Plant Heavy Electrical | Five Manufacturing Plants • Power Transformers Competitive Advantage: • Distribution Transformers Power Transformer Lead • System Engineering • Gas-Insulated Switchgear Time < 9 Months Cables | Three Manufacturing Plant
Slide 8: Power Business Group – 2026 H2 Actions
Power Business Group – 2026 H2 Actions Expand private-sector projects, develop overseas markets, and re-enter the government public works supply chain. • AI industry growth is driving new opportunities for data centers and related supply chain investments. • Pursuing expansion opportunities with pri
Slide 9: Specialized Manufacturer of Gas-Insulated Switchgear
Specialized Manufacturer of Gas-Insulated Switchgear (23kV, 69kV, 161kV) ⚫ In response to ESG trends, we are developing a 23 kV C-GIS using clean gas in place of SF₆, with completion targeted for next year, followed by the development of 69 kV and 161 kV C-GIS. 23kV Gas-Insulated Switchgear 161kV Ga
Slide 10: Specialized Manufacturer of Power Transformers
Specialized Manufacturer of Power Transformers (36 kV to 345 kV +) ⚫ Power transformers rated up to 345 kV, with capacities of up to 750 MVA, serving extra-high-voltage applications across power plants, substations, technology companies, and traditional industries. Technical Cooperation Partner:Tosh
Slide 11: Tatung Leads the Market - High Rise Substation Cooling Engineering
Tatung Leads the market- High Rise substation cooling Engineering Tatung Heavy Electrical Equipment BU is a fully integrated power solutions provider serving the power generation, transmission, distribution, and energy efficiency sectors. Leveraging its extra-high-voltage transformer expertise and a
Slide 12: Professional Manufacturer of Power Transformers
Professional Manufacturer of Power Transformers ⚫ Capable of manufacturing and testing power transformers up to 500kV in compliance with U.S. standards. Technical Cooperation Partner: Toshiba Corporation, Japan ⚫ Providing technical support for the development and commercialization of 400kV power tr
Slide 13: Power Business Group – 2026 H2 Actions
Power Business Group – 2026 H2 Actions Expand private-sector projects, develop overseas markets, and re-enter the government public works supply chain. • Deepen penetration into Taiwan's private-sector market and expand partnerships with technology, energy, and infrastructure customers. Cable Busine
Slide 14: Power Business Group – 2026 H2 Actions
Power Business Group – 2026 H2 Actions Expand private-sector projects, develop overseas markets, and re-enter the government public works supply chain. • Actively pursue diversified project opportunities, including tourism districts, university dormitories, commercial office complexes, and residenti
Slide 15: Continuous Planning and Development of Production Facilities
Continuous Planning and Development of Domestic and Overseas Production Facilities Expanding Production Capacity and Enhancing Product Portfolio Leveraging Intelligent Technologies to Enhance Quality and Efficiency Tatung Power Business Group Sales & Service Locations 15
Slide 16: Tatung Global TTG
TATUNG GLOBAL TTG Q@ TATUNG SEAM EHAK
Slide 17: Global Growth Strategy
Global Growth Strategy Key Focus Focus on transformer demand driven by AI data centers, grid modernization, North America First renewable energy, and EV infrastructure. Evolve from standalone equipment sales to integrated power solutions, High-Value Solutions expanding from pad-mounted transformers
Slide 18: North American Market
North American Market Market Opportunities • Grid resilience initiatives, grid modernization, manufacturing reshoring, and AIDC development continue to drive demand for power equipment in North America. • Tight transformer supply and extended lead times create attractive market-entry opportunities.
Slide 19: Japan Market
Japan Market Market Opportunities • Grid modernization, energy transition, and data center investment are driving demand for power infrastructure. • Growing renewable integration and grid stability requirements are expanding the utility-scale energy storage market. • Rising AI computing demand is cr
Slide 20: Australia Market
Australia Market Market Opportunities • Australia aims to increase renewable energy to 82% of its electricity supply by 2030, with more than AUD 200 billion expected to be invested in the power grid over the next decade. • Australia has limited domestic manufacturing capacity for large power transfo
Slide 21: Middle East Market
Middle East Market • Partner with joint venture Voltamp Power to localize transformer manufacturing and sales, capturing grid and power infrastructure opportunities across the GCC. • Develop high-voltage large motors with strategic partners to expand into Israel and the broader Middle East, targetin
Slide 22: Land: Power × Computing Power × Land – Tatung Development
Power × Computing Power × Land Tatung Development 22
Slide 23: Projects with NT$43bn in Aggregate Sales Value
Tatung Development | 3 Projects with NT$43bn in Aggregate Sales Value, Providing Handover Visibility Through 2030 NT$43bn Grand Manor 3 | NT$16.1bn New Era | NT$25.0bn Happiness Reunion | NT$1.9bn Two Projects Sold Out; Tatung New Era Over 90% Sold 2027–2030 Grand Manor 3 • Handover & Revenue Happin
Slide 24: Two Projects Sold Out; Tatung New Era Expected to Reach 95% by Year-End
Two Projects Sold Out; Tatung New Era Expected to Reach 95% by Year-End Grand Manor 3 NT$16.1bn Tatung New Era NT$25.0bn Happiness Reunion NT$1.9bn Project Sales Status Handover Period Product Type Grand Manor Master-planned Sold out | 661 units Q4 2027–Q2 2028 Phase 3 community Q2 2026: 839 units M
Slide 25: Estimated NT$43bn Handover Schedule Concentrated in 2028–2030
Estimated NT$43bn Handover Schedule Concentrated in 2028–2030 Allocated evenly by handover quarter Handover peak driven by Tatung New Era and Grand Manor Phase 3 schedules Grand Manor 3 New Era Happiness Reunion 100% 100% 80% 10% 60% -10% 40% +10% 20% 75% 50% 25% 40% 0% 2027E 2028E 2029E 2030E Note:
Slide 26: Zhonghe AI Technology Office Park
Zhonghe AI Technology Office Park Conceptual Site Plan Legend Building Massing Landscaped Area Open Space / Plaza Pedestrian Walkway A Next-Generation AI Technology Park Integrating Green Energy, Energy Resilience and Computing Infrastructure Ln. 30, Mintong Rd. 2 6 26
Slide 27: Zhonghe AI Tech Office Park
Zhonghe AI Tech Office Park A Next-Generation AI Technology Park Integrating Green Energy and Energy Resilience 20 m Juguang Rd. 12 m Minxiang St. 2 7 27
Slide 28: Zhonghe AI Technology Office Park
Zhonghe AI Technology Office Park A Next-Generation AI Technology Park Integrating Green Energy and Energy Resilience 2 8 28
Slide 29: Transforming Three Taoyuan Sites to Unlock New Opportunities
Transforming Three Taoyuan Sites to Unlock New Opportunities across AI, Energy and Technology Real Estate Dayuan Site Strategic Hub for Technology Real Estate Land: 150,000 ping Potential: 500,000 ping Guanyin Site Tatung Energy Industrial Park Land: 63,000 ping Potential: 200,000 ping Home Applianc
Slide 30: Land Is the Foundation; AI + Energy Are the Growth Engines
Land Is the Foundation; AI + Energy Are the Growth Engines Taoyuan Land Development Overview Tatung has three major industrial sites in Dayuan and Guanyin, Taoyuan, totaling approximately 240,000 ping. The sites currently support the Group's heavy-industry, home-appliance, meter and cable operations
Slide 31: Dayuan High-Tech Park, Taoyuan
Dayuan High-Tech Park, Taoyuan Building on Our Legacy, Maximizing Land Value 31 31
Slide 32: Dayuan High-Tech Park, Taoyuan
• 32 Dayuan High-Tech Park, Taoyuan Building on Our Legacy, Maximizing Land Value 32
Slide 33: Seamless Transition • Sustained Growth
Seamless Transition • Sustained Growth Building on NT$43bn in Existing Achievements to Drive the Next Stage of Asset Value Creation 03 Taoyuan | AI × Energy × Technology Real Estate Next 5–10 Years 02 Zhonghe | AI Technology Office Park AI × Energy × Technology Real Estate 240,000 ping of industrial
Slide 34: Q&A
Q&A https://www.tatung.com/ 34
Slide 35: Bx HHAR
Bx HHAR