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 2023.11.29 Contact information: Jun-Yen Ou Tel: 0905966613 Email: ir@Novatech.com.tw -1-
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
Slide 3: Summary Outline
NOVA (6613) Company Introduction 4 Operations Overview 9 Summary Outline ESG 17 Future Prospects 19 -3-
Slide 4: Company Introduction
NOVA (6613) Company Introduction -4-
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$ 339,646 thousand As of Sep. 30,2
Slide 6: Business map
NOVA (6613) Company Introduction Business map Shanghai Winmax Technology Corp. Founded in 2004 Capital: CNY$33,174 K Suzhou Winmax Technology Corp. Suzhou Founded in 2016 Capital: US$20,200 K NOVA Technology Corp. Taiwan Rayzher Industrial Co., Ltd.(47.24%) Founded in 2007 Capital: NTD$305,000 K Win
Slide 7: Consolidated operating revenue by subsidiary
NOVA (6613) Company Introduction Revenue % Novatech E&C 1% 1% Suzhou Winmax 1% Winmega Technology Corp. 1% Technology Corp. 11% 9% Rayzher Industrial 22% 28% Co., Ltd. 2022Q3 2023Q3 35% 42% 25% 24% NOVA Technology Corp. Winmax Technology Corp. 2022Q3 Consolidated operating 2023Q3 Consolidated operat
Slide 8: Main Products
NOVA (6613) Green Sustainable Company Introduction Main Products Integration Services Main Products A D High purity chemical supply and Waste stripper and waste dispensing system solvents recycle system B C E Special gas Wet Process Green energy & Environmental supply system equipment protection Sys
Slide 9: Operations Overview
NOVA (6613) Operations Overview -9-
Slide 10: Financial information
NOVA (6613) Operations Overview Financial information NT$ thousand 2022Q3 2023Q3 YOY(%) Operating Revenue 6,068,424 6,454,784 14.18% Operating Expense 469,655 553,898 17.94% Income after Income Tax 623,215 704,608 13.06% (Profit attributable to owners of the parent) EPS(NT$ /5 per share)* 9.18* 10.2
Slide 11: The dilution effect of convertible bond
朋億股份有限公司(6613) 朋億股份有限公司111年前三季公司簡報 Operations Overview Financial information The dilution effect of convertible bond 1. Total number of convertible bonds issued:8,000 units. 2. Current conversion price: NT$82.2 3. The convertible bonds were converted on Nov. 9, 2023: 3,871units. 4. The number of sha
Slide 12: Financial information: balance sheet
NOVA (6613) NT$ thousand 2022/09/30 2023/09/30 YOY(%) Operations Overview Cash and cash equivalents 1,561,856 2,492,948 59.61% Financial information Notes and Accounts receivable 2,467,569 2,004,569 (18.76%) Inventories(include contract assets) 2,901,904 3,920,219 35.09% Total assets 8,241,314 10,33
Slide 13: Regional revenue comparison
NOVA (6613) Operations Overview Regional revenue comparison 90% 百 79.96% 80% 75.37% 70% 60% 55.86% 54.48% 52.42% 50% 41.72% 40.99% 40% 36.75% 30% 19.04% 20% 16.81% 8.77% 10% 5.59% 5.86% 3.23% 3.15% 0% 2019 2020 2021 2022 2023Q3 ▆▆China ▆▆ Taiwan ▆▆ Others － linear(Taiwan) - 13 -
Slide 14: Industry revenue comparison
NOVA (6613) Operations Overview 89.54% 90% Industry revenue comparison 84.61% 百 82.24% 80.20% 80% 70% 65.20% 60% 50% 40% 24.63% 30% 10.55% 20% 12.35% 3.10% 10.17% 7.36% 7.45% 8.44% 6.95% 10% 7.21% 0% 2019 2020 2021 2022 2023Q3 ▆▆Semiconductor ▆▆ Panel Optoelectronics ▆▆ Others - 14 -
Slide 15: Operating revenue and net margin
NOVA (6613) Operations Overview 10,000 Industry revenue comparison 8,593 9,000 8,000 7,000 6,260 6,455 6,000 5,000 4,406 3,877 4,000 3,000 2,000 568.25 796.57 704.61 1,000 496.94 407.39 0 2019 2020 2021 2022 2023Q3 ▆▆Operating Revenue ▆▆ Net Margin － linear(Operating Revenue) NT$ million - 15 -
Slide 16: Group manpower
NOVA (6613) Operations Overview Group manpower 1,000 900 866 826 800 726 700 600 479 496 500 400 300 200 100 0 2019 2020 2021 2022 2023Q3 ▆▆ Number of people － linear(Number of people ) - 16 -
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
Slide 18: Corporate Governance
NOVA (6613) ESG Corporate Governance 1 2 3 TOP 5% in corporate TWSE- or TPEx-listed governance companies with a Issued sustainability evaluation of TPEx market value between reports for six listed companies for TWD 5 to 10 billion consecutive years four consecutive were evaluated as the (2017-2022)
Slide 19: Future Prospects
NOVA (6613) Fut ure P r o s pec ts - 19 -
Slide 20: Global wafer fab equipment spending set to rebound in 2024
Global wafer fab equipment spending is set to rebound NOVA (6613) in 2024, with Taiwan maintaining its leading position Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over- year (YoY) to US$84 billion from a record high of US$99.5 billion in 2022 befor
Slide 21: Semiconductor wafer fabs in China
NOVA (6613) There are currently 44 semiconductor wafer fabs in China, with an additional 32 planned for the future TrendForce's latest research indicates that this year, the overall economic situation and inventory issues have led to a gradual accumulation of inventory after addressing shortages in
Slide 22: 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 - 22 -