Nova Technology Corp · TPEX:6613

Nova Technology — Q1 2023 Earnings Presentation

23 slides from Nova Technology's earnings presentation, May 10, 2023

  1. Slide 1: NOVA Technology Corp. (6613)

    NOVA (6613) NOVA TECHNOLOGY CORP.(6613) The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth 2023.05.10 Contact information: Jun-Yen Ou Tel: 0905966613 Email: ir@Novatech.com.tw -1-

  2. Slide 2: Disclaimer

    NOVA (6613) Disclaimer  This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will e

  3. Slide 3: Summary Outline

    NOVA (6613) Company Introduction 4 Operations Overview 9 Summary Outline ESG 17 Future Prospects 19 -3-

  4. Slide 4: Company Introduction

    NOVA (6613) Company Introduction -4-

  5. Slide 5: NOVA Technology Corp. Basic Information

    NOVA (6613) Company Introduction Company Name Company Name NOVA TECHNOLOGY CORP. 6613 Basic Information Chairman President CHIN-LI LIANG David Ma EstabDate lishment TPEx-listed Date June 13, 1997 December 28, 2017 Capital Amount Paid-in capital(number of shares) NTD$ 339,280,000 67,856,000(NT$ 5 per

  6. Slide 6: Business map

    NOVA (6613) Company Introduction Business map Shanghai Winmax Technology Corp. Founded in 2004 Capital: US$4,890 K Suzhou Winmax Technology Corp. Suzhou Founded in 2016 Capital: US$1,000 K NOVA Technology Corp. Taiwan Rayzher Industrial Co., Ltd.(51.31%) Founded in 2007 Capital: NTD$210,000 K Winmeg

  7. Slide 7: Consolidated operating revenue by subsidiary

    NOVA (6613) Company Introduction Revenue % Novatech E&C 1% 2% Suzhou Winmax 2% Winmega Technology Corp.2% Technology Corp. 7% 12% Rayzher Industrial Co., Ltd. 30% 27% 25% 2022Q1 2023Q1 34% 21% NOVA Technology Corp. 33% Winmax Technology Corp. 2022Q1 Consolidated operating 2023Q1 Consolidated operati

  8. Slide 8: Main Products

    NOVA (6613) Green Sustainable Company Introduction Main Products Integration Services Main Products A D High purity chemical supply and Waste stripper and waste dispensing system solvents recycle system B C E Special gas Wet Process Green energy & Environmental supply system equipment protection Sys

  9. Slide 9: Operations Overview

    NOVA (6613) Operations Overview -9-

  10. Slide 10: Financial information

    NOVA (6613) Operations Overview Financial information NT$ thousand 2022Q1 2023Q1 YOY(%) Net Operating Revenue 1,678,334 1,566,721 (6.65%) Operating Expense 161,602 178,916 10.71% Income after Income Tax 175,466 105,173 (40.06%) (Profit attributable to owners of the parent) EPS(NT$ /5 per share)* 2.5

  11. Slide 11: Financial information: balance sheet

    NOVA (6613) NT$ thousand 2022/03/31 2023/03/31 YOY(%) Operations Overview Financial information Cash and cash equivalents 1,260,242 2,137,102 69.58% Notes and Accounts receivable 2,069,434 1,822,281 (11.94%) Inventories(include contract 2,444,198 3,554,551 45.43% assets) Long-term investment 166,698

  12. Slide 12: Regional revenue comparison

    NOVA (6613) Operations Overview Regional revenue comparison 90% 百 79.96% 80% 75.37% 70% 60% 55.86% 52.42% 51.60% 50% 40.99% 41.72% 42.80% 40% 30% 19.04% 20% 16.81% 5.60% 10% 5.59% 5.86% 3.23% 3.15% 0% 2019 2020 2021 2022 2023Q1 ▆▆China ▆▆ Taiwan ▆▆ Others - linear(Taiwan) - 12 -

  13. Slide 13: Industry revenue comparison

    NOVA (6613) Operations Overview Industry revenue comparison 89.70% 90% 84.61% 百 82.24% 80.20% 80% 70% 65.20% 60% 50% 40% 24.63% 30% 10.55% 20% 5.20% 12.35% 10.17% 7.45% 8.44% 6.95% 5.10% 10% 7.21% 0% 2019 2020 2021 2022 2023Q1 ▆▆Semiconductor ▆▆ Panel Optoelectronics ▆▆ Others - 13 -

  14. Slide 14: Operating revenue and net margin

    NOVA (6613) Operations Overview Industry revenue comparison 8,593 7,000 6,260 6,000 5,000 4,406 4,000 3,877 3,000 1,567 2,000 568.25 796.57 1,000 496.94 407.39 797 0 2019 2020 2021 2022 2023Q1 ▆▆Operating Revenue ▆▆ Net Margin - linear(Operating Revenue) NT$ million - 14 -

  15. Slide 15: EPS VS Cash Dividends

    NOVA (6613) Operations Overview EPS VS Cash Dividends Cash Dividends 14 12 10 8 6 4 2 0 2018 2019 2020 2021 2022 EPS Cash Dividends Unit:NT$ 2018 2019 2020 2021 2022 * The denomination is NT$5 EPS after Tax* 8.25* 7.33* 6.01* 8.37* 11.74* per share Cash Dividends 7.5 5 4 6 8.5** **1H NT$2 per share

  16. Slide 16: Group manpower

    NOVA (6613) Operations Overview Group manpower 1,000 893 900 826 800 726 700 600 479 496 500 400 300 200 100 0 2019 2020 2021 2022 2023Q1 ▆▆ Number of people - linear(Number of people ) - 16 -

  17. Slide 17: ESG

    Kedar NOVA (6613) J ck tr a BR AS ay NOVA TEGHNOLOGY Corp. SG o o o o o o o o = 5

  18. Slide 18: ESG Corporate Governance

    NOVA (6613) ESG Corporate Governance 1 2 TOP 5% in corporate TWSE- or TPEx-listed governance companies with a evaluation of TPEx market value between listed companies for TWD 5 to 10 billion four consecutive were evaluated as the top 5% years 3 4 Complete carbon inventory report and Issued sustainab

  19. Slide 19: Future Prospects

    NOVA (6613) Fut ure P r o s pec ts - 19 -

  20. Slide 20: US restricts chip trade with China

    NOVA (6613) The United States restricts chip trade with China, and mainland semiconductor equipment manufacturers benefit from it Sravan Kundojjala, a senior semiconductor industry analyst at TechInsights, a technical information analysis platform, said that U.S. sanctions have boosted China's ambit

  21. Slide 21: High-purity wet electronic chemicals demand

    NOVA (6613) High-purity wet electronic chemicals are essential materials for cleaning, photolithography, etching and other processes in the wafer manufacturing process, and are also used in the back-end packaging and testing process. SEMI predicts that the market size of wet electronic chemicals for

  22. Slide 22: 2022 Semiconductor equipment market sales

    NOVA (6613) Worldwide sales of semiconductor manufacturing equipment increased 5% from 2021 to an all-time record of $107.6 billion last year, SEMI, the industry association representing the global electronics design and manufacturing supply chain. For the third consecutive year, China remained the

  23. Slide 23: Stock Code: 6613

    Briefing of NOVA for the first three quarters of 2022 The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code:6613 - 23 -

NOVA Technology — Q1 2023 Earnings Presentation on 6ix