Lemtech Holdings Co., Limited · TWSE:4912

Lemtech — Earnings Presentation (March 2021)

19 slides from Lemtech's earnings presentation, Mar 18, 2021

  1. Slide 1: Lemtech Holdings Co., Limited

    Lemtech Holdings Co., Limited Leading Engineering & Manufacturing Technology March 2021

  2. Slide 2: Corporate Profile

    Corporate Profile FY Sales over USD 191M Sales over Sales over USD 168M USD 140M Build slide brand of Listed into Lemtech Sales over TWSE Produce USD 100M Listed in Server heatsink OTC market Lemtech Incorporated 2009 2011 2013 2014 2015 2016 2017 2019 2020

  3. Slide 3: Lemtech Holdings Co., Limited

    Lemtech Holdings Co., Limited CHINA Kunshan USA -————— San Jose, CA Dongguan CZECH REPUBLIC = TAIWAN * Jihlava Taipei chang THAILAND Changhua Ayutthaya S— oe ff > 12 Manufacturing Sites / Offices ¢

  4. Slide 4: Lemtech Kunshan, Taiwan, Thailand, Czech Republic

    Lemtech Kunshan Lemtech Taiwan Lemtech Thailand Lemtech Czech Republic

  5. Slide 5: Stamping Parts/Modules for Automotive

    Stamping Parts/Modules for Automotive Door Hinges Steering Columns Air Bags Seat Belts

  6. Slide 6: Air Bags, Steering Columns, Sun Roofs, Seat Belts

    Air Bags Steering Columns Sun Roofs Seat Belts

  7. Slide 7: VOIP Phones and Laptop Hinges

    VOIP Phones Hinges for VOIP Phones Hinges for Laptop

  8. Slide 8: Stamping Parts for Smart Phones

    Stamping Parts for Smart Phones Lemtech Confidential

  9. Slide 9: Thermal Modules

    Thermal Modules Thermal Module for Client Computing Thermal Module for Enterprise Computing

  10. Slide 10: Thermal Modules

    Thermal Modules Thermal Module for Gaming Set Thermal Module for LED

  11. Slide 11: Thermal Simulation

    Thermal Simulation Using Flowtherm for thermal simulation as a service and support Air flow path & flow impedance analysis Temperature profile analysis Software : FloTHERM V10.1

  12. Slide 12: Stamping Parts / Modules for Cloud Computing

    Stamping Parts / Modules for Cloud Computing Heat Sinks / Thermal Modules Slide Rail Kits Server Enclosures Lemtech Confidential

  13. Slide 13: Fitness equipment for home gym

    Fitness equipment for home gym

  14. Slide 14: Our Valued Customers

    Our Valued Customers Our 3C Customers

  15. Slide 15: Our Automotive Customers

    Lemtech Holdings Co., Limited Our Automotive Customers BL BorgWarner ) ( Edscha Autoliv DRAXLMAIER cehrar ANN /kiekert Follman4 Pioneer SIEMENS Valeo (ia| r= vale nw thyssenkrupp

  16. Slide 16: Financial performance and status

    Financial performance and status 營收、毛利、稅後淨利及每股盈餘 單位:新台幣佰萬元 2016 2017 2018 2019Q3 2019 2020Q3 2020(自結) 合併營收 Consolidated 3,197 4,256 6,043 3,384 5,043 3,616 5,445 operating revenue 銷貨毛利 761 873 1,286 676 1,031 867 NA Gross margin 營業淨利 320 341 606 227 394 440 NA Operating Profit 稅後淨利 100 315 405 142 2

  17. Slide 17: Balance Sheet

    簡明資產負債表 Balance Sheet 單位:新台幣仟元 2016 2017 2018 2019 2020Q3 流動資產 2,301,156 3,320,411 3,805,114 3,949,666 4,506,415 Current Asset 不動產、廠房及設備 Property, Plant and 680,583 970,751 1,230,891 2,041,406 1,261,751 Equipment 其他資產 259,457 425,767 362,422 234,935 450,972 Other Asset 資產總額 3,241,196 4,716,929 5,398

  18. Slide 18: Product Category

    產品類別比重 Product Category 單位:新台幣佰萬元;% 2016 2017 2018 2019 2020Q3 2020(自結) 主要產品 銷值 % 銷值 % 銷值 % 銷值 % 銷值 % 銷值 % 3C電子類 1,776 56 2,377 56 3,872 64 2,845 56 1,833 51 2,691 49 汽車零件類 1,173 37 1,485 35 1,705 28 1,749 35 1,111 31 1,658 30 建築建材類 109 3 92 2 76 1 76 2 53 1 63 1 模具及其他 140 4 301 7 390 6 372 7 620 17

  19. Slide 19: Thank You

    Thank You LEMTECH …Your Trusted Partner in Business www.lemtech.com

Lemtech Holdings — Earnings Presentation (March 2021) on 6ix