Acter Group Corporation Limited · TPEX:5536
Acter — Q3 2025 Earnings Presentation
37 slides from Acter's earnings presentation, Nov 12, 2025
Slide 1: Acter Group (5536 TT) Contact information
（5536 TT） Contact information TEL：04-22615288 E-mail: IR@acter.com.tw
Slide 2: Disclaimer
Disclaimer • The information contained in this document was not verified by an independent third party. ACTER GROUP CORPORATION LIMITED does not responsible for the accuracy, fairness, and completeness of any information contained in this document. You should not assume any information in this docum
Slide 3: Contents
1 Corporate Profile CONTENTS 2 Business Review 3 Competitive Advantages 4 Future Prospect 3 ACTer Active Creative Technological
Slide 4: Corporate Profile
Corporate. Profile
Slide 5: Corporate Profile
Corporate Profile With our corporate core competencies to achieve carbon neutrality and pursue a better future ➢ Found：February 1979 ➢ Total Employees：2,302 ➢ Main Service： Electromechanical engineering and clean room integration Process supplies system integration Energy-saving recovery and reuse s
Slide 6: Business Unit
Business Unit Acter Group Technology Commercial & Institutional Projects Business Group Business Group • Semiconductor-related clients • Ultra high-rise commercial towers • Technology-based industries • Smart logistics facilities for e-commerce • AI Data center • Clients in the medical and healthcar
Slide 7: Integrate core skills and provide comprehensive services
Corporate Profile Integrate core skills and provide comprehensive services Clean Room Hi-Tech Process Integration • Industrial Clean Room • Providing manufacturing, • Biological Clean Room sale, engineering and testing • Semiconductor Clean Room for water, gas, and chemical manufacturing process sup
Slide 8: Operation locations
Corporate Profile Operation locations Operate in 10 28 China Locations Companies USA Acter , NTC RAYZHER Thailand Acter Japan Acter RAYZHER Taiwan India Acter , NTC , RAYZHER Acter Vietnam Acter Malaysia Singapore Acter , NTC Acter , NTC , RAYZHER Indonesia Acter ACTer Action Creativity Technology 8
Slide 9: Our Subsidiaries
Corporate Profile Our Subsidiaries ACTER GROUP CORPORATION LIMITED (5536) 64.997% 55.52% Nova Technology Corp.(6613) ACTER TECHNOLOGY INTEGRATION GROUP CO., LTD.(603163) 86.59% 41.47% Suzhou Winmax RAYZHER Technology Co., Ltd. INDUSTRIAL CO., LTD.(7703) ACTer Action Creativity Technology 9
Slide 10: The primary enterprises within the group-Novatech 6613
Corporate Profile The primary enterprises within the group-Novatech*6613 High purity chemical supply Special gas supply system High-level WetProcess equipment and dispensing system Green Sustainable Integration Services Waste stripper and waste Green energy & Environmental Electronic chemical produc
Slide 11: The primary enterprises within the group-RayZher 7703
Corporate Profile The primary enterprises within the group-RayZher 7703 Gas control cabinets Gas cabinet valve plate ◼ Industrial particulate matter terminator ◼ 2022 R&D 100 Awards electric cabinet ACTer Action Creativity Technology 11
Slide 12: Comprehensive Contracting Services 3D Model
Group Integrated Utilization Comprehensive Contracting Services 3D Model Establishing a 3D model to provide clients with comprehensive views and visualizations. Incorporating AI technology to minimize the occurrence of construction issues. ACTer Action Creativity Technology 12
Slide 13: Core competencies to assist clients achieving carbon neutrality
Corporate Profile With our corporate core competencies to assist our client achieving carbon neutrality Environment Social Responsibility Corporate Governance • Designing base on energy-saving • Friendly workplace • Respect shareholders' equity • Green procurement • Occupational health and safety •
Slide 14: Corporate Governance - Implementing ESG and creating green value
Corporate Profile Corporate Governance - Implementing ESG and creating green value Taiwan Sustainability Ratings FTSE ESG Sustainalytics ESG S&P DJSI ESG AA 2.8 28.9 59 (Medium) (Medium) Ranked in the top 5% of 297 Construction & Engineering companies in the global ESG rating. (Source：Bloomberg 2024
Slide 15: High Dividend Distribution and yield
Corporate Profile High Dividend Distribution and yield Acter*5536 25 21.09 10.44% 20 15.00 8.47% 8.44% 8.57% 15 7.73% 7.69% 6.67% 6.91% 6.85% 6.12% 6.19% 5.94% 10 5.46% 3.80% 5 2.49% Units ： NT dollars /payout ratio % 0 *The stock price is calculated based on the 2013 2014 2015 2016 2017 2018 2019 2
Slide 16: Superior ROE Performance
Corporate Profile Superior ROE Performance ROE 30 27.62 24.07 25 22.86 21.76 20.23 20 15 10 5 0 2020 2021 2022 2023 2024 ACTer Action Creativity Technology 16
Slide 17: Business Review
Business Review
Slide 18: Overview
Business Review Overview Revenue hit historical highs • Consolidated revenue for the first three 47% quarters of 2025 amounted to NT$30.51 billion 35% EPS hits historical highs 31% Backlogs remains high • EPS for the first three quarters of 2025 is • backlog is more than NT$46 billion NT$20.35 (par
Slide 19: Significant growth in revenue, profit and EPS
Business Review Significant growth in revenue, profit and EPS Units：NT Thousand dollars ; % 2024 Q1-Q3 2025 Q1-Q3 2025 2Q 2025 3Q Items/ Pried Amount % Amount % Amount % Amount % Operating Revenue 20,756,843 100 30,505,540 100 10,907,882 100 11,041,635 100 Operating Cost 16,096,884 78 24,900,023 82
Slide 20: The financial statement is in a good shape
Business Review The financial statement is in a good shape Units：Thousand dollars ; % ; NT Item/Period 2024/09/30 2025/09/30 Balance Sheet Amount % Amount % Current Asset 25,892,239 87 33,819,001 88 Cash Equivalent and Financial assets 9,875,262 34 10,189,198 26 Notes and Accounts Receivable 5,757,7
Slide 21: The operating cash flow is positive
Business Review The operating cash flow is positive Units：Thousand dollars Items/ Pried 2024 Q1-Q3 2025 Q1-Q3 Cash and cash equivalents at beginning of year 8,951,209 9,899,280 Net cash generated from operating activities 1,904,609 2,853,355 Net cash used in investing activities (148,445) (206,656)
Slide 22: Breakdown of Revenue by region
Business Review Revenue from Taiwan and Southeast Asia Increased (Based on Client’s Location) Unit：NTD, Million Breakdown of Revenue by region 100% 2,173 , 11% 1,751 , 7% 2,275 , 9% 4,060 , 14% 4,159 , 14% 80% 10,571 , 37% 8,508 , 28% 8,850 , 44% 12,297 , 49% 12,224 , 40% 60% 40% 15,940 , 56% 17,839
Slide 23: Revenue breakdown by industry
Business Review The revenue from semiconductor industry grows steadily Revenue breakdown by industry 80% 70% 64% 75% 60% 61% 59% 63% Semiconductor Industry 50% Electronic Assembly 40% Photoelectric 30% Other Industries 17% 18% 20% 16% 14% 16% 15% 15% trendline(Semiconductor Industry) 12% 11% 9% 8% 9
Slide 24: Revenue by product
Business Status The major revenue was from Clean room electromechanical PRODUCT 80% 73% 70% 60% 56% 57% 57% Cleanroom 53% electromechanical 50% Consumer industry eletromechanical 40% 29% 35% 33% Water gasification supply 28% 30% 19% Biomedical 20% High-tech equipment and 10% materials sales and serv
Slide 25: Competitive Advantages
Competitive Advantages
Slide 26: Intellectualization of Green Engineering
Competitive Advantages Intellectualization of Green Engineering Green Engineering Intelligent Management Management Green design Digitalization, Modularization, BIM • Provide green optimization value engineering to amplify the energy-saving benefits of the system life cycle • Using BIM and VR techno
Slide 27: Multiple Industries
Competitive Advantages Multiple industry experience cause ACTER is able to integrate the system more completely, respond and solve problems quickly Intelligent mixed-use Logistics malls Green Traditional energy industry Multiple Industries Premium office Others automotive Specialty electronics hospi
Slide 28: Providing all services of customer needs in one stop
Competitive Advantages Providing all services of the customers needs, they can get everything in one stop that also improves the efficiency of engineering integration Clean-room, Equipment, CDS Water, Gas and Chemical system Producing environment Creator of quality space Civil Energy construction Sa
Slide 29: A wide range of service areas serve customers quickly
Competitive Advantages A wide range of service areas make us be able to serve customers quickly on the spot Local team 1 instant response offering close- range services. 2 Smooth communication in local culture 3 complete supply chain 4 Rapid completion, excellent after- sales service 5 ACTer Action
Slide 30: Productive manpower to provide quality service
Competitive Advantages Productive manpower to provide quality service Southeast Asia and Others Unit： person Amount of employees 14% 2,500 2,302 2,151 2,025 1,899 2,000 1,639 Taiwan location of 43% 1,500 employees 1,000 China 43% 500 - 2021 2022 2023 2024 2025Q3 Average age ：35 years old Average yea
Slide 31: Future Prospect
Future Prospect
Slide 32: Backlog is high enough to support future operations
Future Prospect Backlog is high enough to support future operations Southeast Units：NT100 Million dollars Asia, 4% 500 460 2025Q3 450 380 China, 26% 400 350 310 300 300 Taiwan, 70% 230 250 Other 200 Industries 17% 150 Electronic 100 Assembly 12% 50 Semiconductor Consumer Industry 2021 2022 2023 2024
Slide 33: AI and decentralized production bases create business opportunities
Future Prospect AI and decentralized production bases create business opportunities The Rise of Edge AI Applications Acter's customer base is Supply chain shift and regionalization diverse and wide ranging CPU、GPU PCB/CCL Chip-to-Chip Upstream CAGR 24.7% SIP Power supply Heat removal ODM Midstream B
Slide 34: Cleanroom Market grow continually
Future Prospect Cleanroom Market grow continually The global cleanroom technology market size accounted at USD 4.38 billion in 2024 and is expected to be worth around USD 7.85 billion by 2034. Source From Exactitude Consultancy Source From Precedence Research The China cleanroom technology market ge
Slide 35: Net Zero Carbon Opportunity
Future Prospect Net Zero Carbon Opportunity Provide design demand-side planning and construction of high- quality production workshops with "high value, low energy consumption, and low pollution" Intelligent frequency conversion adjustment with optimal chiller loading and unloading settings to reduc
Slide 36: Create service value to enhance shareholder interest
Future Prospect Leverage core technologies and integrate talent to establish industrial advantages Create service value to enhance shareholder interest Expand regional market opportunities to create niches Focus on core skills, expand human resources Practice green engineering for sustainable develo
Slide 37: Question and answer
Question and answer www.acter.com.tw