Walsin Lihwa Corporation · TWSE:1605

Walsin Lihwa — Q4 2018 Earnings Presentation

10 slides from Walsin Lihwa's earnings presentation, Feb 22, 2019

1. Slide 1: Walsin Lihwa Corporation 2018/Q4 Investor Conference

   Walsin Lihwa Corporation 2018/Q4 Investor Conference 1 Strictly for internal use

2. Slide 2: Disclaimer

   Disclaimer  Walsin’s statements of its current expectations are forward looking statements subject to significant risks and uncertainties and actual results may differ materially from these forward-looking statements.  Except as required by law, Walsin undertakes no obligation to update any forwar

3. Slide 3: Agenda

   Agenda  2018 Profit P4  Wire and Cable Segment P5  Stainless Steel Segment P6 ~ P7  Commercial Real Estate Segment P8  Appendix P9 ~ P10  Segment Definitions 3 Strictly for internal use

4. Slide 4: 2018 Profit

   2018 Profit  The company’s profits hit record high. However, supply and demand imbalance in the stainless steel market intensified in the second half of the year, impacting the stainless steel segment’s profits  The commercial real estate segment recognized profits from the closing of the Phase I

5. Slide 5: Wire and Cable Segment

   Wire and Cable Segment Wire and Cable Segment – Net income Sales volume (NTD M) Net Income & Sales Volume (KMT)  Stable sales volume and profits for the Wire and Cable Segment  Copper Wire  Nearing full capacity, with stable profits  Power Cable  Higher profits in Q2 due to concentration of inf

6. Slide 6: Stainless Steel Segment

   Stainless Steel Segment  Profits of the Stainless Steel Stainless Steel Segment – Segment declined Net Income (NTD M) Net Income & Sales Volume Sales Volume (KMT)  Mainland China raised the export rebate rate in Q4 for wire rod products, competition in the export market intensified, affecting prof

7. Slide 7: Stainless Steel Segment

   Stainless Steel Segment Rods in Mainland China- Product Mix  Accelerating the development of new steel grades and expanding variety of product sizes, increasing sales proportion of high-value products, adjusting product structure and increasing industrial applications  Increasing production and sa

8. Slide 8: Commercial Real Estate Segment

   Commercial Real Estate Segment  Rental occupancy of Taipei Xinyi Headquarter is close to 100%, bringing steady rental income annually  Construction of the “Jingyuan” residential project on Lot D of Nanjing Walsin Centro was completed in 2017: Area Sale Price Status Remarks (K m2) (RMB billion) Clo

9. Slide 9: Appendix - Segment Definitions

   Appendix - Segment Definitions 9 Strictly for internal use

10. Slide 10: Segment Definition

    Segment Definition  Stainless Steel Segment: Yansheui Factory, Taichung Factory, Yantai Walsin, Jiangyin Walsin Specialty Alloy, Jiangyin Walsin Steel Cable, Shanghai Baihe Walsin and Changshu Walsin.  Wire and Cable Segment: Xinzhuang Factory, Yangmei Factory, Nanjing Walsin Metal, Dongguan Walsi

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