S-tech Corp · TPEX:1584

S-tech — KGI Securities Online Investor Conference (August 2024)

23 slides from S-tech's conference presentation, Aug 14, 2024

1. Slide 1: Introduction to S-Tech.

   AeroSpace Introduction to S-Tech.

2. Slide 2: Contents

   TSG TSG 6%£8 AeroSpi CONTENTS 01. Business scope 02 Main products 03 Performance Q4 Vision and Missions Q5 Taiwan Steel Group Aerospace Technology Corp. Sts

3. Slide 3: Business scope

   TSG AeroSpace 01 Business scope Sts

4. Slide 4: Introduction

   AeroSpace Introduction  IPO code： 1584  Established date : May 15th, 2002  Date of IPO : Nov. 28th, 2007  Capital : NTD 1,925 million  Chairman : Josef Wang  CEO : Michael Ｗu, Ph.D. Employees：172  President : Nick Lin  Location : No.15, Gong 1st Rd., Liouying District, Tainan City, Taiwan. 

5. Slide 5: Main applications and clients

   AeroSpace Main applications and clients 1. Oil & Gas industries 4. Energy & Power industries  Baker Hughes (BH)  GE Power  Schlumberger (SLB) Applications  MHI Siemens Power (Approved supplier)  Alstom ABB and Local IPPs 2. Defense industry 1. Nickel- 5. EV industry  Missile fins、housing and f

6. Slide 6: Main products

   TSG TSG 6848 AeroSpace 02 Main products Sts

7. Slide 7: Main products

   AeroSpace Main products Finished products  Aerospace  Aero engine  Forging and Ni/Fe based super alloys and Ti alloys Components  Annular parts finished parts  Ni/Fe based super alloys Wrought alloy: - (Ø 3~Ø 300mm) 718, 625, C276, 13-8Mo, …  Sputtering  Dental crown Casting alloy: 713LC, U72

8. Slide 8: Core process competencies and products

   AeroSpace Core process competencies and products Alloys Materials Processing Products Secondary works Finished Products VIM Ni Based alloys Ingot Investment casting Turbo charger or VIM Forging Bar/rods Precision forging VAR ESR Turbine disc o Forged or rolled CNC machining Engine case VIM r VAR ESR

9. Slide 9: Performance 2018~2024.06

   TSG TSG 6848 AeroSpace 03 Performance 2018~2024.06 Sts

10. Slide 10: Performance 2018~2024.06

    AeroSpace Performance 2018~2024.06 Revenue NT 1,000 EPS: NT/share 10

11. Slide 11: Sales spectrum by Products

    AeroSpace Sales spectrum by Products 2023年 2024.06 Finished products 3% Finished products 0% Secondary works 7% Secondary works 9% Steel related 3% Steel related 5% Titanium alloys 15% Titanium alloys 18% Nickle-based alloys Nickle-based alloys 62% 73% 11

12. Slide 12: Sales spectrum by Areas

    AeroSpace Sales spectrum by Areas 2023年 2024.06 Taiwan 12% Taiwan 18% China 7% India 3% China 6% Europe Other Asian 50% region 10% India 11% Europe 65% North America 3% North Other Asian America region 9% 7% 12

13. Slide 13: Vision and Missions

    TSG TSG 6848 AeroSpace O4 Vision and Missions TSG 6#ko

14. Slide 14: STC formation, process flow and core products

    AeroSpace STC formation, process flow and core products STC Group Y2023 Y2024 Y2025 STC + LFA Forger + Alliances M Aerospace STC Group C A Full-spectrum TSG Aerospace HomKom CNC machining Aerospace Technology Total solution provider  Advance materials  Close-die forging  CNC machining  Global Sa

15. Slide 15: Process flow and core competencies

    AeroSpace I. Alloys melting/refining and conversion III. Precision machining, III. 精密加工+ special processes特殊製程 & Assembly II. II. Precision forging S-Tech Group 精 Process flow and 密 core competencies 閉 Precision lose-die forgers 2M Ring roller 模 溫 鍛 Turbine Aerospace Combustion Engine disc actuator

16. Slide 16: Taiwan's first Vacuum Arc remelting, VAR Ti alloy ingot

    AeroSpace Breaking through：Taiwan’s first Vacuum Arc remelting, VAR Ti alloy ingot 1 2 3 4 5 6 16

17. Slide 17: Taiwan's first VAR Ti alloy radial forged billet/bars meets AMS requirements

    AeroSpace Taiwan’s first VAR Ti alloy radial forged billet/bars meets AMS requirements. 17

18. Slide 18: Taiwan Steel Group Aerospace Tech. Corp.

    TSG TSG 6H#o AeroSpace O5 Taiwan Steel Group Aerospace Tech. Corp.

19. Slide 19: Taiwan Steel Group Aerospace Technology Corporation

    台鋼航太科技(股)公司 AeroSpace Taiwan Steel Group Aerospace Technology Corporation  Established：2020  Chairman：Michael Wu  Location：LiouYing, Tainan, Taiwan  Main products： Approved source for over 30 kinds Titanium alloy and Ni-based super alloy parts for Aerospace, defense, power, machinery and transpo

20. Slide 20: Defense

    AeroSpace 台鋼航太科技(股)公司 Taiwan Steel Group Aerospace Technology Corporation 3. Missile & Precision Forging 精密鍛造件 4. Defense system special alloy forgings and rings 國防 國防載具特殊合金 2. Aero Engine Seamless 航太 Defense 精密鍛造及環鍛件 rings 無縫環鍛件 工業 Aerospace 49% 21% Industry 1. Aero Engine Precision 30% Forgings 精密

21. Slide 21: TSG AS Core processes

    AeroSpace TSG AS Core processes Titanium Steel  6-4  Carbon  6-2-4-2  Alloy  6-2-4-6  Stainless Superalloys Aluminum  Inco718  2000 series  Inco909  6000 series  Waspaloy  7000 series  Hastelloy-X Approved source for over 30 kinds Titanium alloy and Ni-based super alloy parts for Aerosp

22. Slide 22: Precision Forged Ti-alloy Fan Blades for aero engine

    AeroSpace Precision Forged Ti-alloy Fan Blades for aero engine 10mm 3mm 1475g 725g 22 Closed-die precision forged IDF fighter TFE-1042 engine Titanium alloy fan blades. ~60% cost down and 40% higher yield rate were reached after improvements. 22

23. Slide 23: Thank you for your attention

    AeroSpace Thank you for your attention

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