Daxin Materials Corporation · TWSE:5234
Daxin Materials — Q2 2026 Earnings Presentation
22 slides from Daxin Materials's earnings presentation, Aug 14, 2026
Slide 1: Investor Conference
Daxin Materials Corporation Investor Conference 2026.08.14 A Materials Design House and More
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements based on information currently available to the Company. Actual results may differ materially from those contained in the forward-looking statements due to significant risks and uncertainties. The outlook presented herein is based
Slide 3: Agenda
Agenda Company Profile Operating Result Outlook Daxin proprietary & confidential 2 / 20
Slide 4: Company Profile
Company Profile Daxin proprietary & confidential 3 / 20
Slide 5: Company Profile
Company Profile July 12th, 2006 Foundation (JV of AUO & Eternal Chemical) Paid-in capital 1,027 million NTD 450 (until July, 2026) Employees R&D >50% IPO on TAIEX July 16th, 2012 (Code：5234) Revenue Y2025：4,630 million NTD Semiconductor Materials Display Materials Major products Key Raw Materials Ot
Slide 6: Major Products
Major Products Semiconductor materials • Functions: Direct materials and indirect materials for wafer fabrication and packaging processes. • Products: Organic release layer、Photoresist Stripper、High-Purity Solvents、High-Resolution Etchants、 Protection materials for specialty processes Display materi
Slide 7: Operation Results
Operation Results Daxin proprietary & confidential 6 / 20
Slide 8: Consolidated Statements of Comprehensive Income-1
Consolidated Statements of Comprehensive Income-1 Unit：NTD M 2026 Q2 2026 Q1 QoQ 2025 Q2 YoY Operating revenue 1,281.7 100.0% 1,201.3 100.0% 6.7% 1,151.1 100.0% 11.3% Operating costs 731.8 57.1% 683.5 56.9% 7.1% 684.5 59.5% 6.9% Gross profit from operations 549.9 42.9% 517.8 43.1% 6.2% 466.5 40.5% 1
Slide 9: Consolidated Statements of Comprehensive Income-2
Consolidated Statements of Comprehensive Income-2 Unit：NTD M 2026 H1 2025 H1 YoY Operating revenue 2,483.0 100.0% 2,257.1 100.0% 10.0% Operating costs 1,415.3 57.0% 1,337.9 59.3% 5.8% Gross profit from operations 1,067.7 43.0% 919.3 40.7% 16.1% Selling expenses 112.3 4.5% 105.6 4.7% 6.4% Administrat
Slide 10: Revenue & Gross margin
Revenue & Gross margin Daxin proprietary & confidential 9 / 20
Slide 11: Revenue by Product
Revenue by Product Daxin proprietary & confidential 10 / 20
Slide 12: Consolidated Balance Sheets Highlights
Consolidated Balance Sheets Highlights Daxin proprietary & confidential 11 / 20
Slide 13: Consolidated Cash Flows Highlights
Consolidated Cash Flows Highlights Unit：NTD M 2026 H1 2025 H1 Income before tax 530 412 Depreciation and amortization 133 136 Other operating activities (181) (169) Net cash flows from operating activities 411 319 Acquisition of property, plant and equipment (187) (110) Acquisition of investments ac
Slide 14: Dividend Policy
Dividend Policy High Payout Ratio Policy Cash Stock Dividend Year EPS Dividends Dividends Payout Ratio 2025 7.37 6.5 0.0 88% 2024 5.56 5.0 0.0 90% 2023 5.10 4.1 0.0 80% 2022 4.15 3.3 0.0 80% 2021 6.62 5.3 0.0 80% 2020 6.15 5.0 0.0 81% Daxin proprietary & confidential 13 / 20
Slide 15: Outlook
Outlook Daxin proprietary & confidential 14 / 20
Slide 16: Our Products
Our Products Semiconductor Materials Display Materials Key Raw Materials 2026/H1 Rev. Mix 21% 77% 2% ◆ Wafer Process ◆ LCD ◆ Functional Monomers (Advanced Process, Mature Process) (Color Filter, Cell, Array) (Electronic Materials, Display, Bio) ◆ Advanced Packaging ◆ MicroLED ◆ High-Purity Polymers
Slide 17: Semiconductor Materials Revenue
Semiconductor Materials Revenue Semiconductor revenue reached NTD 521 million in 1H 2026, accounting for 21% of total revenue, representing a 56% YoY increase from NTD 333 million in 1H 2025. Daxin proprietary & confidential 16 / 20
Slide 18: Semiconductor Business Update & Outlook
Semiconductor Business Update & Outlook Independent Development Strategic Collaboration HVM Qualification Specialty – RL Specialty – Sealant Evaluation Advanced Wet – Etchant A Wet – Stripper A Packaging Advanced Litho – PSPI Wet – Stripper B Integration Packaging Specialty – TBA Wet – Etchant C Wet
Slide 19: Display Business Update & Outlook
Display Business Update & Outlook Material Design to Eliminate Process Strengthening Sustainable Cost Bottlenecks Competitiveness • Optimize Manufacturing Processes and Increase • Enabling Higher Throughput and Improved Yield In-House Raw Material Production • High-Sensitivity PS, High-Speed PS, and
Slide 20: Business Outlook
Business Outlook - 3~4 New Products Expected to Enter - Expand POR Adoption in Next-Generation SEMI Mass Production Advanced Nodes and Advanced Packaging Materials - Precision Manufacturing Services with - Deepen Diversified Strategic Partnerships with Flexible Capacity Expansion Global Industry Lea
Slide 21: Q&A
Q&A Daxin proprietary & confidential 20 / 20
Slide 22: Thank you
Daxin proprietary & strictly confidential Thank you