Slide 1: 2026 Q3 Investor Conference
GENII IDEAS Co., Ltd. 2026 Q3 Investor Conference Ticker 7631 反省 創新 即時 共好 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 0
Slide 2: Disclaimer
Disclaimer • 0 2 is sourced from internal The information contained in this presentation and external materials, including operational results, financial condition, business development and industry overview. • No financial forecast has been issued by the Company. Any statements in this presentation
Slide 3: Table Of Contents
Table Of Contents Company Profile 01 Business RD Capability Strategy 02 Business Strategy Company Profile & R&D Capability Product Patent 03 Sustainable Action 04 Product & Patent Sustainable Action Financial Performance 05 Financial Performance
Slide 4: 01. Company Profile
01. Company Profile 反省 創新 即時 共好
Slide 5: General Information
General Information Management ◼ High-Tech MEP Engineering Mulder Tseng Chairman Facility Engineering ◼ Hook-up System Integration Eva Cheng President ◼ Gas Supply System Design Established & Address 2018/01 9F, No. 231, Linsen Rd. East Dist., Hsinchu City ◼ Piping & Mechanism R&D IPO Equipment & 20
Slide 6: Corporate Value & Operations
Corporate Value & Operations Driven by User Needs & Design, Development, & Strategic Layout in High-Tech Comprehensive Problem Statements Manufacturing of Process Facility MEP Supply Systems After-Sales Service & Equipment Components and Technical Support Consumables Guiding Improvements in Gas Hook
Slide 7: Vision & Brand Positioning
GENIIDEAS - Vision & Brand Positioning Responding to climate change and actions 「The Premier Service Provider For High-Tech Equipment Optimization」 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 6
Slide 8: GENIIDEAS - Milestone
GENIIDEAS - Milestone • Founded Jan 23, 2018; paid-in capital ㄖ NT$20M. • Specializes in high-tech facility hook-up system and component R&D. Completed GHG inventory; Published 2021 sustainability report. Aug. 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 7
Slide 9: Global Network
Global Network Linkou Service Office Hsinchu Headquarter R&D Laboratory & Warehouse Germany Laser Scenario App Lab USA Japan Taichung Office Taiwan Singapore Chiayi Office Tainan Office Kaohsiung Office Overseas Subsidiary Taiwan Branch ● Japan _, Kumamoto ● Germany _, Dresden ● Hsinchu Science Park
Slide 10: 02. Business Strategy & R&D Capability
02. Business Strategy & R&D Capability 反省 創新 即時 共好
Slide 11: Growth Strategy
Growth Strategy Market & Customer Future Business Expansion Opportunities Global Expansion: Expanding facilities Perovskite Solar Technology & engineering and technical service Smart Applications: Smart markets in Japan, Singapore, Germany, Agriculture & Smart Buildings and the U.S. Renewable Energy
Slide 12: 3rd-Gen Solar Tech: A New Era of Low-Carbon Self-Powered Systems
3rd-Gen Solar Tech: A New Era of Low-Carbon Self-Powered Systems Integrating Smart Agriculture & Buildings to Create a Net-Zero Ecosystem Smart Agriculture | Low-Carbon Self- Powered Greenhouse (Partnering with ITRI) Agrivoltaics Applying perovskite technology to 將鈣鈦礦技術導入沙崙綠能示範場域的溫室 greenhouses at t
Slide 13: Core Green Technology Solutions
Core Green Technology Solutions Resource Circularity & Low-Carbon Processes Gas Recovery, Purification, and Supercritical CO2 Cleaning Reuse & Extraction Supercritical Renewable energy Hydrogen Helium Leveraging the unique properties of Recycling and processing these supercritical CO2 for high-effic
Slide 14: Core Tech: Solving Industry Pain Points
Core Tech: Solving Industry Pain Points Cross-Disciplinary Applications Laser Optics Materials Science Automation Machining Complex integration creates high barriers to entry. Full-Stack HW/SW Integration Seamless connectivity between hardware and control systems for maximum synergy. Proprietary Sus
Slide 15: 03. Product & Patent
03. Product & Patent 反省 創新 即時 共好
Slide 16: Innovation-Driven Products & Capabilities
Innovation-Driven Products & Capabilities GENIIDEAS Core Capabilities Laser Application Laboratory Facilities Engineering & On-Site Component & Consumables Equipment Development Design and Development Customization Welding Orbital Welding Orbital Facing Cutting Machine Machine High Precision Diverse
Slide 17: Global Technical Support & Service
Global Technical Support & Service Technical Staffing Solutions: Expert Support for Semiconductor, Automotive, Optoelectronics, and Energy Storage. 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 16
Slide 18: Innovation & Patent Portfolio
Innovation & Patent Portfolio TOTAL 39 Mainland China Germany 23%(8 units) 7%(3 units) Granted 48% (19 units) Pending 52% (20 units) Valid Patents: USA Japan 5 Invention Patents, 14 Utility Model Patents 12%(5 units) 7%(3 units) Patents under Examination: R.O.C(Taiwan) 19 Invention Patents , 1 Utili
Slide 19: 04. Sustainable Action
04. Sustainable Action 反省 創新 即時 共好
Slide 20: Sustainability Actions
Sustainability Responsibility – Leveraging Core Value & Innovation Capability Sustainability Actions 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 19
Slide 21: GENIIDEAS Sustainability Footprint
GENIIDEAS _ Sustainability Footprint Corporate 此部分内容作为文字排版占位显 示 （建议使用主题字体） Governance Environmental • EAP Stewardship • Gender equality Society Value • On-the-job training • Go Paperless • Lohas leave • Performance bonus • Energy conversion • Taiwan Spirit • Trade secret protection • Green manufactu
Slide 22: 2024 TSMC MM ESG Award
GENIIDEAS – Supplier ESG Joint Proposal Excellence Impact Award 2024 TSMC MM ESG Award Supplier ESG Joint Proposal: Excellence in Impact (5th Place) 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 21
Slide 23: Sustainability: Driving Innovation & Progress
Sustainability: Driving Innovation & Progress Advancing Industry through Technology, Committed to Sustainability. 【[【 Innovation 】】] 【[【 ESG 】】] 2025 2025 2025 18th Taiwan Innotech Expo (TIE) – TW Corporate Sustainability Awards (TCSA) – Invention Contest Bronze Medal Sustainability Report Bronze Aw
Slide 24: 05. Financial Performance
05. Financial Performance 反省 創新 即時 共好
Slide 25: 2026-2028 Semiconductor Industry Forecasts
2026-2028 Semiconductor Industry Forecasts Source: Reference to domestic and international semiconductor and technology reports 高科設備優化最佳服務商 Genius Solution for SEMI-EQ 24
Slide 26: GENIIDEAS Business Outlook
GENIIDEAS Business Outlook Northern | Linkou Hsinchu Hsinchu Science Park Domestic Distribution of Orders on Hand • Primary Service Hub Major 2 Billion • Semiconductor Customers Approx. NT$ Central｜Taichung Central Taiwan 2026 Science Park Strong Order Visibility Advanced Packaging & Continues Wafer
Slide 27: GENIIDEAS Business Outlook
GENIIDEAS Business Outlook Germany Orders Under Japan Discussion Orders Under Discussion Overseas Subsidiary ● Japan _, Kumamoto ● Germany _, Dresden ● Singapore ● USA _, Arizona Singapore 1. New Construction Project: Multi-System Secondary Distribution Installation Works U.S.A (Leading U.S. Memory
Slide 28: 2023~2026 Q2 Performance
2023-2026 Financial Analysis 2023~2026 Q2 Performance 1,200,000 1,102,454 1,000,000 899,750 850,790 800,000 705,370 600,000 400,000 EPS 8.74 EPS 5.51 EPS 6.56 EPS 6.26 200,000 144,345 126,452 92,514 126,228 0 2023 2024 2025 2026Q2 Operating Revenue Net Income EPS Note: The financial information abov
Slide 29: Statement of Comprehensive Income
Gross Profit Margin and Earnings Per Share Statement of Comprehensive Income 2023~2026Q2 Unit：NT$ Thousand Item / Year 2023 2024 2025 2026Q2 YOY(%) Operating Revenue 705,370 850,790 1,102,454 899,750 113.44% Gross Profit 39.93% 31.26% 27.52% 29.82% 2.16% Operating Expenses 102,357 127,155 149,874 91
Slide 30: Balance Sheet
Asset Position and Turnover Ratios Balance Sheet 2023~2026Q2 Unit：NT$ Thousand Item / Year 2023 2024 2025 2026Q2 YOY(%) Cash And Cash 255,325 208,743 610,574 450,246 4.40% Equivalents Accounts Receivable 79,003 192,543 99,413 299,717 343.34% Inventories 340,996 400,201 486,005 823,743 77.25% Total A
Slide 31: Dividend policy
Dividend policy Quarterly Payouts Balancing Growth & Stable Returns Year Cash Dividend (NT$) / Payout Ratio 2024 Q1 0.50 2024 Q2 0.50 2024 Q3 0.59 2024 Q4 1.20 2024 Total 2.79 / 51% 2025 Q1 0.65 2025 Q2 0.74 2025 Q3 0.75 2025 Q4 1.60 2025 Total 3.74 / 59% 2026 Q1 0.80 / 45% 2026 Q2 2.00 / 44% 高科設備優化
Slide 32: R&D Resource Investment
R&D Resource Investment R&D Expenses as a Percentage of Revenue Unit：NT$ Thousand Year 2024 2025 2026Q2 R&D Operating Ratio R&D Operating Ratio R&D Operating Ratio Company Expense Revenue % Expense Revenue % Expense Revenue % Geniideas 13,018 850,790 1.53 21,911 1,102,454 1.99 9,172 899,750 1.02 Who
Slide 33: Grateful for your resonance! Q & A
Grateful for your resonance! Q & A 官方網站 2025 Sustainability Report Download 反省 創新 即時 共好