Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Forum by President Securities Corporation 2025

15 slides from Pan Jit International's conference presentation, Sep 12, 2025

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2025 PANJIT International Inc. All rights reserved.

  2. Slide 2: Agenda

    Sep. 2025 ◼ About PANJIT ◼ 2025 Q2 Financial result ◼ Automotive 2 Copyright© 2025 PANJIT International Inc. All rights reserved.

  3. Slide 3: PANJIT International Inc. Group

    PANJIT International Inc. 2024 Revenue: NTD$ 12.5 Billion (2481.TW) Product: : IC, MOSFET, SiC, IGBT, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 20

  4. Slide 4: 2025 Q2 Consolidated Income Statement

    2025 Q2 Consolidated Income Statement Unit: M' NTD 2025 Q2 2025 Q1 QoQ 2024 Q2 YoY Revenue 3,400.1 3,071.7 10.7% 3,280.5 3.6% Gross Profit 1,042.4 931.5 11.9% 909.1 14.7% Gross Margin 30.7% 30.3% 0.4 ppts 27.7% 3.0 ppts Sales Exp. 181.6 176.0 3.2% 181.1 0.3% Admin. Exp. 286.6 275.8 3.9% 274.6 4.4% R

  5. Slide 5: Income Statement Key Indices

    Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 3,400.1 40% 3,280.5 30.3% 30.7% 3,071.7 27.7% 30% 3,000 20% 10% 2,000 0% 2Q24 1Q25 2Q25 2Q24 1Q25 2Q25 Revenue Gross Margin Operating Profit Margin Net Profit Margin 15% 15% 10.1% 10.2% 10.2% 9.0% 10% 10% 7.7% 7.5% 5% 5% 0% 0% 2Q24 1Q2

  6. Slide 6: Balance Sheet & Key Indices

    Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2025 Q2 2025 Q1 2024 Q2 Amount ％ Amount ％ Amount ％ Cash and Cash equivalents 2,178 7.8% 2,298 7.8% 2,565 8.7% Accounts Receivable 4,030 14.5% 4,358 14.7% 4,560 15.5% Inventories 2,538 9.1% 2,713 9.2% 2,782 9.5% Investments

  7. Slide 7: Balance Sheet Key Indices

    Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 1,004 9.5% 9.2% 9.1% 10% 800 (127) (183) 5% (200) 2Q24 1Q25 2Q25 2Q24 1Q25 2Q25 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 130 120 114 108

  8. Slide 8: 2025 1H FY Financial Result

    2025 1H FY Financial Result Unit: M' NTD 1H25 1H24 YoY Revenue 6,471.8 6,189.7 4.6% Gross Profit 1,973.9 1,685.3 17.1% Gross Margin 30.5% 27.2% 3.3 ppts Sales Exp. 357.6 344.9 3.7% Admin. Exp. 562.4 505.9 11.2% R&D Exp. 485.2 443.8 9.3% Operating Expenses 1,400.8 1,293.0 8.3% Operating Profit 573.1

  9. Slide 9: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance JP US 1% China 3% Shandong China Germany Xuzhou China Munich China South Korea SEA 53% Wuxi / Suzhou Yongin 8% China Shenzhen/ Hong Kong Japan U.S.A San Jose Korea 6.5B NTD Tokyo New 1H 25 U.S.A 9% India Japan Phoenix Revenue Taiwan Kyoto New New Delhi New Bangalo

  10. Slide 10: Market Segment

    Market Segment Application Field BJT 3% SiC 1% By Product ESD 4% 1H’ 2025 Switching 6% Zener 6% MOSFET 33% Automotive Industrial & TVS 9% Lighting, Infotainment, Green Energy Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Robot, Medical Rectifier Schottky

  11. Slide 11: Revenue by Product

    Revenue by Product By Product By Product 1H 2025 1H 2024 ESD BJT SiC ESD BJT SiC 4% 3% 1% 4% 3% 1% Switching Switching 6% 6% Zener Zener 6% 6% Schottky MOSFET 30% 33% TVS TVS 7% 9% Rectifier Rectifier 14% 13% Schottky MOSFET 25% 29% 11 Copyright© 2025 PANJIT International Inc. All rights reserved.

  12. Slide 12: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment 1H 2025 1H 2024 Communication Communication Power Supply 3% Power Supply 2% 12% 12% Automotive Automotive 28% 33% Computing Computing 15% 15% Industrial & Industrial & Consumer Green Energy Consumer Green Energy 22% 17% 21% 20% 12 Copyrig

  13. Slide 13: Automotive

    Automotive 13 Copyright© 2025 PANJIT International Inc. All rights reserved.

  14. Slide 14: Automotive Business Y2025 1H

    Automotive Business Y2025 1H Product Offering 2K+ Parts AEC-Q101 parts business trend Shipment 4.73B Pcs. in 2024 1H 25 YoY Worldwide +22 % 20+ Countries Serving over 300+ customers across the globe 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 Y' H1 14

  15. Slide 15: Your Component Our Profession

    YOUR COMPONENT OUR PROFESSION

PANJIT International — Investor Forum by President Securities Corporation 2025 on 6ix