Ennoconn Corp. · TWSE:6414
Ennoconn — Q1 2026 Earnings Presentation
7 slides from Ennoconn's earnings presentation, May 15, 2026
Slide 1: Ennoconn Corporation 1Q 2026 Results Analyst Meeting
Ennoconn Corporation (6414 TT) 1Q 2026 Results Analyst Meeting May 15 2026 4 1 / 331
Slide 2: Long term consistent partnership with Kontron
Long term consistent partnership with Kontron Ennoconn has invested close to US$300mn through strategic investment and open market operations since staking in Kontron in 2016 , not only showcasing an important strategic move, but also long-term real commitment from Ennoconn to Kontron. Ennoconn
Slide 3: Increase stake in Kontron through tender offer
Increase stake in Kontron through tender offer Approval by Ennoconn’s Board of Directors Ennoconn’s Board of Directors has approved the Ennoconn management to increase the stake in Kontron beyond the 30% threshold for a tender offer. The tender offer price would be at EUR 23.50 per share in cash.
Slide 4: 1Q26 results snapshot
1Q26 results snapshot Revenue Gross margin Gross profit NT$ 37.11bn 20.1 % NT$ 7.46bn +7.7% YoY -1.4 ppts YoY +0.6% YoY Operating profit OP margin Profit attributable to parent NT$ 1.99bn 5.4 % NT$ 750mn +2.0% YoY -0.4 ppts YoY EPS NT$ 5.15 4
Slide 5: Operating results for three businesses
Operating results for three businesses Revenue breakdown by business Gross profit breakdown by business OP profit breakdown by business Smart Smart factory Industrial factory and IoT and facilities 29% facilities 26% Industrial Industrial 38%, IoT IoT +10% yoy 48%, 44% +8% yoy Smart factory AI Softw
Slide 6: Maintain high dividend payout to enhance shareholder return
Maintain high dividend payout to enhance shareholder return 35 70% 30 60% Improve ROE with cash 25 50% dividend payout to 20 40% ensure total 15 30% shareholder return 10 20% 5 10% 0 0% 2019 2020 2021 2022 2023 2024 2025 EPS (NT$, LHS) DPS (NT$, LHS) Payout ratio (RHS) 6
Slide 7: Leading Physical AI, Construct Global Intelligent Blueprint Q&A
Leading Physical AI, Construct Global Intelligent Blueprint Q&A 7 4 7 / 33